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Run a Team Workshop

Align the team before work speeds up

Used when

You need the team aligned early

Helps you

Build trust, clarity, and shared direction

Produces

Team workshop plan

Before you commit, ask

  • Who needs to deliver, champion, or approve?
  • What problem and vision are we aligning on?
  • How will we work well together?

How it works

1

Bring the right people together

2

Run the workshop conversation

3

Plan actions and follow up

Preparation

Gather the names of delivery team members and champions from earlier moves. Invite them to a workshop focused on shared vision, trust and clarity.

How To
  1. Gather the names of delivery team members and champions from earlier moves.
  2. Invite them to a workshop focused on shared vision, trust and clarity.
  3. Explain that the purpose is to refine the problem statement, agree roles and build psychological safety.
How To
  1. Open with the problem statement and vision, then refine them together.
  2. Introduce psychological safety and growth mindset.
  3. Share experiences and agree team behaviours.
  4. Draft a stakeholder engagement plan, especially for cynics, to be completed in Step 4.
How To
  1. Confirm roles and any immediate actions.
  2. Share the plan with the team and keep it updated.
  3. Schedule regular check-ins.
  4. Note any risks or concerns to address early.