Working-agreements list with 5-10 concrete rules, cadence-review owner, storage location, date, and review date. Maximum one page.
Working Agreements
Preparation
What needs to be ready before start
Whiteboard or Miro board with columns Expectation, Proposal, Agreement; sticky notes; dot-voting points; timer; template for final agreements list.
One facilitator who holds psychological safety and demands concreteness; three to twelve team members; one scribe for final list; neutral coach if needed.
Work context in 2-3 sentences; known friction points from recent weeks; existing working agreements if available; reason for workshop.
45-90 min
Three-column layout on board. Example row visible. State rule: working agreements are self-chosen behavior expectations, not policy list.
Core question
The one question this method answers
Which concrete behavior expectations make collaboration easier, and which of them does the team want to commit to?
Flow
Marker: Phase
| Step | Duration | Action | Hint |
|---|---|---|---|
1Phase 1: Collect context and expectations | 15-20 min | Facilitator describes context. Solo phase: every person writes at least three expectations and one observation. Place in Expectation column. | Solo writing prevents dominance by loud voices. Observations are often more concrete and honest than general expectations. |
2Phase 2: Formulate proposals | 20-30 min | Cluster expectations. Formulate one rule proposal per cluster. Concrete, observable, checkable. | Avoid negative rules. Prefer "We start standup on time even if not all are there". |
3Phase 3: Discussion and commitment | 15-25 min | Discuss per proposal: livable, important? Dot-vote to max 7-10 rules. Rephrase or discard contested rules. | Commitment is not majority vote. If one person cannot carry a rule, rephrase or leave it out. |
4Phase 4: Review cadence and ownership | 5-15 min | Define who monitors agreements, when they are reviewed, where they are visible, and what happens on repeated break. | Agreements without review become wallpaper. Check at least once per retro. |
Artifact
What comes out at the end
Own entry per iteration with date. Mark changed rules.
- Confluence page in team space, pinned in channel
- Notion page with update log
- Markdown in team repo under docs/team/working-agreements.md
- Visible poster in team room or pinned Slack post
working-agreements-checklist.md
Checklist for concrete, testable team working agreements.
- Agreement is phrased in an observable way
- Applies to everyone on the team
- Contains no pure statements of intent
- Conflict case is described
- Review date is set
- Owner for maintenance is named
Example output
Concrete filled scenario, fictional example
working-agreements-beispiel.md
Concrete filled scenario, fictional example
Working Agreements - Activate Team (2026-05-18)
Context: Cross-functional team of 6, hybrid, 2-week sprint rhythm.
Agreements:
- Daily standup 09:30, max 15 min, async update by 09:15 on remote days.
- Async replies to pings during working hours in under 4 h; no expectation outside.
- Code review within 1 working day, then automatic reminder.
- Discussions over 5 Slack messages -> 30 min sync call with decision.
- Meeting-free mornings Wed and Fri.
Ownership: Anna owns cadence. Visible in Slack topic and Confluence.
Review: in retro every 4 weeks.
Pitfalls
Recognize symptoms and steer against them
Rules too vague
List contains "We communicate transparently" without observable behavior.
Require concrete behavior per rule. Ask when it counts as followed.
Too many rules
List has 20+ points, nobody remembers them.
Limit to max 7-10 rules.
Negative rules
Many "Nobody should..." formulations.
Rephrase positively: what do we do instead?
No commitment
Rules waved through while one person has concerns and stays silent.
Ask explicit confirmation per rule. Rephrase or discard on hesitation.
No review cadence
Agreements disappear in Confluence.
Calendar review and retro topic. Owner keeps visibility.
Stop criteria
Done signals checkable in under a minute
Finished the runsheet?
Go to the profile for purpose, similar methods, and sources or continue to the next method in the catalog.