Despite the rapid and accelerating rate of global environmental changes, too often research that has the potential to inform more sustainable futures remains disconnected from the context in which it could be used. Though transdisciplinary approaches (TDA) are known to overcome this disconnect, institutional barriers frequently prevent their deployment. Here we use insights from a qualitative comparative analysis of five case studies to develop a process for helping researchers and funders conceptualize and implement socially engaged research within existing institutional structures. The process we propose is meant to help researchers achieve societal as well as scientific outcomes relatively early in a project, as an end in itself [...]