WorkplaceCodex
Develop90 min · v1.0

Team working agreements

Original workshop design for pilot use. This format has not been validated for effectiveness.

Summary and decision

Translate the concept and policy into workable team routines.

Decision: Agree a time-limited team trial with clear exceptions and review.

Preparation

  • Bring task dependencies, service hours and hybrid policy boundaries.
  • Collect accessibility and scheduling constraints through a private route.

Audience

One intact team of 5-12 people and its manager, with relevant partner teams.

Agenda

Agenda in minutes
#BlockMinutes
1Opening10
2Evidence10
3Exercise A25
4Break5
5Exercise B25
6Decisions15
Total90

Exercises A and B

Exercise A: Work rhythm map

  1. List tasks requiring joint work, focus, customer contact or handover.
  2. Identify which tasks benefit from shared time or place and why.
  3. Check availability and dependencies with other teams.

Exercise B: Team agreement

  1. Draft specific agreements for availability, focus, booking and communication.
  2. Rehearse a peak day and a day with remote colleagues.
  3. Set a four-week review and a route for exceptions.

Worksheets

Worksheet A

Task and work outcome
People who need to connect
Time, place and tools
Constraints and exceptions

Worksheet B

Agreement and purpose
Responsibilities and boundaries
Exception and escalation
Trial dates and evidence

Illustrative example

Illustrative, not a real case

  • Illustrative: a team reserves a shared project session when interdependent work occurs.
  • Focus tasks retain flexibility, subject to service needs.
  • The review checks handover quality and avoidable delays.

Completion criteria

  • Agreements specify actions and exceptions.
  • Dependencies outside the team are acknowledged.
  • A review date and owner are recorded.

Follow-up

  • Share the draft with affected partner teams.
  • Review in W14 and update the agreement without restarting the programme.

Points of attention

  • Do not require employees to disclose private circumstances in the group.
  • Team agreements must stay within approved organisational boundaries.

Workplace phase and change activities

Workplace: Develop (phase in the Workplace method)

Change Management

  • Design

    Why this workshop helps: Turns a new policy or concept into workable team routines.

    Adapting outside a workplace setting: Replace workplace examples with situations from your own change; the structure can stay.

  • Embed

    Why this workshop helps: A time-limited team trial with review dates helps routines settle.

    Adapting outside a workplace setting: Replace workplace examples with situations from your own change; the structure can stay.

These links and notes are editorial guidance of the Codex, not a new or validated template. The workshop text and files on this page are unchanged.

Planned sessions

No sessions are planned.

Sources and downloads

Sources

S09Randomised trial

Bloom, Han & Liang (2024). Hybrid working from home improves retention without damaging performance

Why here: One randomised trial on hybrid working in one company. It informs the team discussion about shared time and place; it is not a universal workplace rule and does not prescribe office days.

Finding:
A six-month trial with 1,612 employees in a Chinese technology company found improved retention and satisfaction without detected performance damage in the tested arrangement.
Limitation for workplace:
One organisation and a specific hybrid arrangement. This is evidence for testing local assumptions, not a universal office attendance rule.
Reviewed 2026-10-02
S05Research guidanceNot effectiveness evidence

Skivington et al. (2021). A new framework for developing and evaluating complex interventions

Why here: Informs the choice for a time-limited trial with review before agreements become standard. It does not validate this workshop.

Finding:
Context, programme theory, stakeholder involvement, uncertainty and iterative refinement belong throughout intervention development.
Limitation for workplace:
Guidance from health research informs our design. It does not validate this workplace workshop sequence.
Reviewed 2026-10-02

Downloads

Last reviewed: 2026-10-02