Design Teams & Working Agreements

Practical patterns to design team structure, roles, working agreements, and onboarding for collaboration.


Toolbox

Team Design Patterns: Roles, RACI, and Onboarding

A practical toolbox: a reusable role profile template, compact RACI/DACI variants with guidance on when to use each, a role-handoff checklist, a concise new-member orientation agenda, and a short team exercise to co-create role clarity and remove overlap.

Members:
Canvas

Team Design Canvas

A practical, facilitator-friendly one-page canvas to design or redesign small cross-functional teams. Use it live with a team to co-create purpose, outcomes, roles, handoffs, skills, interfaces, operating rhythms, onboarding essentials, decision authority, and a short risk register so teams start delivering quickly and sustainably.

Members:
Playbook

Working Agreement Workshop Kit

A 60–90 minute facilitator-ready playbook to co-create, document, and sustain team working agreements. Includes a timeboxed script, ground-rules prompt bank, a practical working-agreement template, revision cadence guidance, breach-and-resolution protocol, and sample agreements for remote, hybrid, and cross-functional teams.

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Templates

Team Role Card Template (RACI-light) — Fillable

A one-page, fillable role card that captures purpose, day-to-day responsibilities, decision authority checklist, lightweight RACI handoffs, onboarding checklist, preferred working norms, and a few measurable indicators. Recommended for small teams and cross-functional pods.

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