This reflection outlines the development of a Terms of Reference (ToR) for equity, diversity, and inclusion (EDI) in a 6-year energy transitions research project spanning 11 institutions and involving 100 researchers across science, technology, engineering and mathematics (STEM), social science, and humanities disciplines. This multi-disciplinary and multi-institutional project involves partnerships with industry and civil society organizations, attempts to center justice-oriented research, and includes communities and users in knowledge co-production in a field of research and practice known for exclusion and marginalization. An EDI ToR is a guiding document that outlines the shared understandings and practices necessary to foster a safe, equitable, and inclusive research environment. Here we describe how 42 researchers across all career stages and 5 time zones co-authored an EDI ToR that reflects the project’s context and goals while attempting to make the writing process inclusive. Using autoethnography, we reflect on the process of developing this ToR and evaluate its effectiveness in meeting project needs, fostering shared values, and supporting the education and training of diverse early career researchers. We found that, given the complexity of the project, our approach offered a valuable pathway for the team to reflect on shared values by encouraging early and continuous dialog and alignment among researchers. The ToR offered a compass to help researchers make decisions ethically and inclusively. Our contribution is to demonstrate how an EDI ToR development process can foster reflexivity and offer space to address the tensions that inevitably arise within research teams and tensions between the team’s needs and justice-oriented energy research in practice. Drawing on our findings, we recommend that other research teams and funders embed EDI goals, benchmarks, and commitments into their grant proposals and that they hold small-group discussions throughout the EDI ToR development and implementation phases to allow for reflection and iteration.
Hoicka et al. (Tue,) studied this question.