Skip to content

Team Agreement Canvas

Team Alignment

Workshop Goals

  • Define how we want to work together as a team
  • Understand what team members want in their working environment
  • Communicate what team members want from each other

Description

What kind of team do you want to work on? Using the Team Agreement Canvas, guide a conversation with your team and collaboratively define what matters to you in key areas of success. Once you've got your ideas on the canvas, vote for agreement on the top ideas and work towards defining a set of 'rules' your team agrees to work by moving forward.

Quick FAQs

TIME

60 mins

TEAM SIZE

4-10 people

FORMAT

Virtual with document or Lucid template

EXPERIENCE CATEGORY

Team Alignment

What you'll need

Materials

 

For this workshop, you'll need:

  • One of the Team Agreement Canvas templates
  • Nothing else!

Templates

Use this Lucid template  or this Google doc template to collaborate with your team.

You must first create your own copy of the lucid template by hovering over the document name and selecting "duplicate".

Facilitator Notes

 

This experience does not require facilitator notes. Instructions can be found in the slide deck or in the lucid board directly. 

We recommend using the Fist to Five voting method.

Step-by-Step

This workshop requires very little preparation.
  • Make sure to make your own copy of the chosen template. If using Lucid, You must first create your own copy of the lucid template by hovering over the document name and selecting "duplicate".
  • Familiarise yourself with the Fist to Five voting method, or decide on a different way to vote.

Let your team know you'd like to collaboratively discuss the future of your team and discuss together what defines you as a team or department. Give them the opportunity to consider in advance what they value most in the team, or share the categories on the canvas beforehand so team members can come with ideas. 

  • Some of these points might need further thought. Invite your team to re-visit the board after your experience to add more thoughts, or consider drafting the final statements in a follow-up experience.
  • Depending on your team, you might consider sharing the Google Doc and allowing each person to complete their own canvas in advance, then discussing and collaborating on one canvas during the meeting.
  • This can be a unique opportunity for managers to hear how their team interprets their work and the team as a whole. Avoid taking too much direction and let team members express how they would shape this Team Agreement.
  • Re-visit your Team Agreement regularly, like during each Retrospective.
  • Consider whether your team is living by the promises it as made to itself (and ask what others think).
  • Adjust, add or remove items as required and as your team continues to evolve.

Not quite right?

If these sessions don't cover the topic you're looking for, seem too light-touch, or you want to take a deeper dive, we recommend taking another look at our Comprehensive Plays instead. Unsure exactly what'S right for your team? Contact L&D for a consultation and we'll help you find the right training for your needs!