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Workshop Framework

Agreeing on Ways of Working

Establish practical day-to-day approaches that enable effectiveness. Create operating principles to guide decisions, design processes for critical workflows, establish predictable team rhythms, and define how you'll interact with stakeholders.

150 minutes
5-10 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

Agreeing on Ways of Working
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What You'll Achieve with the Agreeing on Ways of Working Workshop

Real outcomes that transform your team

1

Clear operating principles that guide team decisions.

2

Documented processes for 3-4 critical workflows.

3

Agreed team rhythms that create predictability.

When to Use the Agreeing on Ways of Working Workshop

Perfect for these situations and team challenges

A newly formed team needing to establish clear communication practices.

A team experiencing friction in workflows seeking to improve efficiency.

How the Agreeing on Ways of Working Workshop Works

A step-by-step breakdown of the workshop process

1Opening & Discovering What Works and What Doesn't

In this segment, participants will be welcomed and the objectives will be set. A discussion will surface current ways of working that help and hinder the team through individual reflections, silent posting, and group discussions.

2Understanding Ways of Working

Participants will learn the definition of ways of working, their importance, and the four components that define effective team operations. This mini-teach will clarify the difference between principles, processes, and expectations.

3Establishing Operating Principles

The team will create guiding principles that define how they operate. Through brainstorming and group discussion, participants will refine and agree on a set of 5-8 actionable principles to guide their daily work.

4

Key Topics Covered in the Agreeing on Ways of Working Workshop

ways of workingteam collaborationoperating principlesworkflow processesstakeholder interaction

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4

Written ways of working charter everyone can reference.

An organization restructuring and requiring alignment on operational norms.

A remote team needing to define stakeholder interaction patterns.

A project team aiming to document shared approaches for onboarding.

Team Problems the Agreeing on Ways of Working Workshop Solves

Say goodbye to these common team challenges

Inefficiencies due to unclear work processes.

Friction arising from inconsistent team practices.

Lack of alignment on how to engage with stakeholders.

Difficulty onboarding new team members effectively.

Designing Key Workflows and Processes

Participants will identify critical workflows that require clarity and consistency. In small groups, they will design processes for these workflows, ensuring they are simple and clear enough to follow.

5Establishing Team Rhythms and Routines

The group will explore the importance of predictable team rhythms for coordination and connection. They will establish daily, weekly, and monthly rhythms that align with their operations and foster team collaboration.

6Defining Stakeholder Interaction Patterns

The team will outline how they will interact with external stakeholders, including how requests are made, updates provided, and decisions are communicated, to ensure clarity and protect team capacity.

7Integration & Documenting Ways of Working

In the final segment, participants will compile their operating principles, workflows, team rhythms, and stakeholder interaction patterns into a Ways of Working Charter, ensuring everyone has a reference point moving forward.

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