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The coordinator should bring the group together for an introductory call.

In the meeting, determine meeting frequency and schedule, and how the group will communicate. Make sure you have a notetaker who is not the facilitator to ensure detailed notes. If you have time after determining frequency and scheduling logistics, begin to discuss project goals and research questions. After the introductory call, set up recurring meetings for the group.

For the first few scheduled calls, before beginning the project in earnest, plan the project together. Get to know each other, define research goals, set expectations, take on roles, select platforms, and set up project infrastructure. The sample agenda in Appendix 2 is a tool for determining project goals and research questions.