Working Agreement Template

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A working agreement template is an essential document for any team working on a project. It outlines the roles, responsibilities, and expectations of team members, which helps ensure that everyone is on the same page and working towards the same goals. In this article, we will discuss the basics of a working agreement template and how you can create one for your team.

What is a Working Agreement?

A working agreement is a document that outlines the guidelines and expectations for team members working together on a project. This document establishes the roles and responsibilities of each team member, the ground rules for communication and collaboration, and the expectations for the quality and quantity of work. The goal of a working agreement is to create a shared understanding of how the team will work together to achieve its goals.

Why is a Working Agreement Important?

A working agreement is important for several reasons. First, it sets clear expectations for team members, which helps to avoid confusion or misunderstandings. It also helps to establish a sense of trust, as team members can rely on each other to fulfill their responsibilities. Moreover, it can help to foster collaboration and creativity by encouraging open communication and a supportive work environment.

How to Create a Working Agreement

Creating a working agreement is a collaborative process that involves the entire team. Here are the steps to create a working agreement:

Step 1: Determine the Goals of the Project

Before creating a working agreement, the team should establish the goals of the project. This will help to inform the expectations and responsibilities of team members.

Step 2: Identify the Roles and Responsibilities of Each Team Member

Next, the team should identify the roles and responsibilities of each team member. This should include both the primary job functions and any secondary roles, such as communication or quality control.

Step 3: Establish Communication Guidelines

Communication is a critical component of any team project. The team should establish clear communication guidelines, such as how often team members should check-in, what the preferred communication channels are, and how to handle disagreements.

Step 4: Set Expectations for Quality and Quantity of Work

The team should also set expectations for the quality and quantity of work. This may include deadlines, deliverables, and quality standards.

Step 5: Create a Conflict Resolution Plan

Despite the best intentions, conflicts can arise during team projects. The team should create a conflict resolution plan that outlines the steps for addressing and resolving conflicts.

Step 6: Review and Revise the Working Agreement

Finally, the team should review and revise the working agreement regularly to ensure that it remains relevant and useful.


A working agreement is an invaluable tool for any team working on a project. It helps to establish clear expectations, roles, and responsibilities for team members, which can lead to more efficient and effective collaboration. By following the steps outlined above, your team can create a working agreement that supports a productive and successful project.

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