Planning — Before You Decide to Go
Start with the most important question: Why do I need to make this particular visit? Prestige alone is not a sufficient reason. Neither is the simple availability of funding. Ask what you can accomplish at this institution that would be difficult to accomplish at home, remotely, or through a shorter visit.
Start with the 2-minute Decision Check
Before accepting or applying for a visit, answer seven questions about the purpose of the visit, your intended outcomes, your host, access to the resources you need, timing and duration, your practical ability to benefit, and what should continue after you return.
Open Researcher 7-Question ToolDefine what success would look like. Before departure, try to identify 2–3 important outcomes. These might include learning a particular empirical method, accessing rare physical archives, drafting a joint grant proposal with a collaborator, or presenting work to a specialized group of scholars.
Talk to your host before you arrive. Discuss what you are hoping to accomplish, how often you will meet, who you should meet, which activities you should join, and what the host can realistically provide. Ambiguity before arrival frequently turns into disappointment during arrival.
Make sure you can work from Day 1. Clarify workspace, building access, library privileges, laboratory access, data, software, ethics approval, IT credentials, confidentiality arrangements, equipment, institutional permissions or introductions. Do not spend the first month of a three-month visit waiting for a network card or security clearance.
