QTFSA Workbook.xlsx

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1	QTFSA Workshop Reflection & Action Planning Guide
2	Content adapted from Reynolds et al. (2026), The Queer & Trans Field Safety Assessment: A tool for protecting minoritized field scientists (preprint)
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4	Start Here: How to Use This Workbook
5	This workbook is a workshop version of the Queer & Trans Field Safety Assessment (QTFSA). It helps you move through the assessment one section at a time, record current status for each prompt, review all responses together, and identify priorities for action. The workbook includes 5 main working sections and 105 total prompts.
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7	Section	Objective
8	Protocols	Protocols detailing fieldwork guidelines are essential to a safe and inclusive field program by helping identify and mitigate potential risks in the field setting. Protocols in fieldwork often vary based on the type of research, the field site, and the needs of the research team. Thus, protocols are living documents that should be co-created by the research team, prioritizing safety, inclusivity, equity, and empowerment. Protocols are established prior to engaging in fieldwork and are reviewed and revised regularly (within or between field seasons) or as personnel changes.
9	Accessibility	Researchers in the field and at field stations must have access to basic necessities. This section lists ways to ensure that accessibility options address safety, identity affirmation, and health-related needs. The field team leader or an appointed field safety officer is primarily responsible for ensuring that fieldwork is accessible to all researchers and that detailed accessibility information is shared with all members of the research team prior to fieldwork.
10	Climate	Climate describes the socioemotional space within the research team and at the field site. All participants must feel safe, represented, and comfortable to raise any potential concerns with authority figures and peers without fear of being reprimanded. Ideally, the lab, department, and university will foster a community where we incentivize inclusive and safe fieldwork.
11	Training	Prior to fieldwork, all members of the research team should participate in topical trainings in effort to promote an inclusive and safe field program for QT team members. Trainings should occur regularly, and the research team should debrief on the success or pitfalls of the training and how to apply this knowledge to their specific fieldwork.
12	Reporting	Posting the results of the field safety assessment publicly will demonstrate to QT individuals that your lab is a safe space for collaboration and encourage colleagues to complete this assessment in their lab. It allows prospective students to see that your team prioritizes QT field safety when considering joining your team.
13	Recommended workflow
14	1	Complete one section at a time	The complete checklist can seem like a lot (and overwhelming!) if you view it all at once. I recommend starting with one section, or even one subsection, at a time. For each prompt, you should at least complete the 'Current Status' dropbox. Any resources listed in each section, can also be found on the 'Resources' tab.
15	2	Review the full workshop handout	All of your resposnes to each section are synced to the 'Complete Checklist' tab. At any time, check this tab to see how much you've completed! On this tab, there is space to list one strength, one gap, and one realistic next step for each section.
16	3	Check the scoring guide	For every prompt (i.e., support) you have in place, you will receive 1 point toward a final scoring rubric. At any time, view the 'Scoring Guide' tab to evaluate your current progress.
17	4	View the Resources	The 'Resources' tab includes links from the QTFSA as well as extra resources that I've compiled. Take a look at them!
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19	Jump links
20	Protocols section	Starts the Protocols prompts
21	Accessibility section	Starts the Accessibility prompts
22	Climate section	Starts the Climate prompts
23	Training section	Starts the Training prompts
24	Reporting section	Starts the Reporting prompts
25	Complete Checklist	Overview of all prompts together
26	Scoring Guide	Automatic score, evaluation ranges, and completion note
27	Resources	Links to resources from checklist and more!
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