Download the Team Alignment Template here!
The completed template can deliver the project direction to the entire team, identifying the following as it relates to the project:
• Why the team exists
• What will be the basis for decision-making and interactions amongst team members and stakeholders
• What long-term goals the team has
• What specific targets need to be accomplished
• An understanding of who the team is intended to serve
• What themes of delivering business quality will be prioritized in what order
Teams utilize the completed template in various was, such as:
• Give a printed copy to each team member (laminate it, print on cardstock….anything to make it “stand out”)
• Print it and post it in high traffic areas of your office
• Include it in onboarding materials for new team members
• Refer back to it throughout the engagement when posed with big questions to determine if the team is still “on the right track”
When Should You Use the Team Alignment Template?
• Create the Team Alignment Template as your team assembles to tackle a new project
• If your team’s work has already begun, take the time to pause and complete the Team Alignment Template. Going through this exercise will bring all team members back on the same page.
• Regularly reference the Team Alignment Template when establishing any “next steps” that the team might be taking.
• Revisit the Team Alignment Template annually to reestablish any areas that might need to be modified and bring everyone back on the same page.
