Company Culture

Working Agreements: A Starting Guide + Template

Ben Travis
May 26, 2022
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Working agreements have quickly become an essential part of modern, successful teams. You may have heard the term thrown around, especially as new teams form, but is it worth discussing with your own team?

Get right to it: -> try our working agreements template!

Let’s start with the definition: Working agreements are norms or guidelines created by a team to enhance their interactions for higher performance and create a common language. Practically, these agreements set group expectations, lay out ways to collaborate, and establish the kind of atmosphere required for empathetic, psychologically safe work.

Working agreements are often used in the context of Agile but can be used by any team. Through the working agreement process, teams become equipped with a heightened awareness of interaction between individuals. 

Why use working agreements?

It’s easy to jump into projects with new teams, but working agreements create the kind of solid foundation required for high-performing collaboration, especially between individuals from different backgrounds, assumptions, and experiences.

Working agreements are used by teams because they:

  • Empower shared responsibility across all team members
  • Enable proactive planning for team success
  • Encourage techniques and guidelines for impactful collaboration
  • Promote desired behaviors and kindly correct undesired behaviors
  • Increase awareness of individual behaviors and communication styles within a team
  • Boost individual and team motivation

How do we get started?

To begin, set the context of working agreements with your team. As a group, you can use (physical or digital) whiteboards, sticky notes, worksheets, or flipcharts.

There are a few major questions that you’ll want to cover together:

  • Why does this team exist? Discuss the value you provide as a team and your goals.
  • What’s in it for each team member? Consider individual motivations from every team member.
  • What working agreements should we set? To be successful, what behaviors should the team encourage or discourage, what practices will maintain accountability, and when should agreements be revisited?

-> In order to help your team get started even quicker, try our working agreements template!


Tips and Resources

As with any framework, it’s important to adapt it to your own needs and culture. As you introduce working agreements to your team, consider the most appropriate approach.

At the onset, encourage discussion within the team, and empower anyone to propose, agree, and reject any agreement. Note that you can’t make people change their feelings, but you can focus on (enforceable) behaviors.

To keep discussion on track, use facilitation techniques like fist of five to reach consensus on all working agreements. 

Aim for simplicity and clarity.

Check in often, and remember that agreements can always be renegotiated, especially when new members join or situations change. Every new team has a distinct dynamic, with individuals that prefer a certain mixture of behaviors and practices. Respect your uniqueness!

Finally, retrospect and iterate on the effectiveness of your working agreements to compound your team’s learnings.

For further reading and examples of working agreements, we recommend:

-> In order to help your team get started even quicker, try our working agreements template!

Special thanks to my colleague Steve Demchuk for partnering with me on this article.

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