Team Norms + Personal Profiles
By structuring the board with Personal Workspaces around a Main Stage, you can give your team space to create their profiles and brainstorm norms.
By structuring the board with Personal Workspaces around a Main Stage, you can give your team space to create their profiles and brainstorm norms.
How to use Team Norms + Personal Profiles
Step 1: Reflect individually on working in distributed teams.
What we did: I asked each person to write on sticky notes all of the practices that have enabled effective distributed work and those that have hindered it. Next I asked the team to identify the essential principles they felt critical when working on a distributed team.
Step 2: Group and vote on principles.
What we did: The team moved their stickies up to the main stage and began to organize them into themes. I had the group vote on the practices and principles that resonated with them the most. We then organized the top voted ones and had an open discussion about each one. Organize and discuss the top voted stickies. I asked different members of the team what each means to them? It’s also important to clarify any inconsistencies in understanding.
Step 3: Wrap up and next steps.
What we did: One of our team members volunteered to take the lead on drafting a polished version of the team’s norms. She drafted a working document and shared with the broader team for feedback and validation. The team plans to review it on a regular cadence, as norms will naturally evolve.
The Outcomes
After a one-hour guided session, we were able to create an agreed upon set of norms that the team can always refer back to and tweak if the team’s way of working evolves. The document covers everything from calendaring practices to hours of operation to meeting rituals.
Get started with this template right now.
Idea Funnel Backlog
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Design, Brainstorming, Agile Workflows
An Idea Funnel Backlog enables you to visualize your backlog and restrict the number of backlogged items at the top. In doing sos, you can prioritize items on your list without having to engage in unnecessary meetings or create too much operational overhead. To use the Idea Funnel Backlog, break up the funnel into different phases or treat it like a roadmap. Use the Idea Funnel Backlog as a hybrid model that combines your roadmap and backlog into one easily digestible format.
Meeting Reflection Template
Works best for:
Meetings, Brainstorming, Team Meetings
When schedules get hectic, “learning by doing” becomes the default way to learn. So make time for your team to learn in other valuable ways — by reflecting and listening. Led by “learners,” (team members who share with the rest of the team), a meeting reflection lets teammates share new information about a client’s business or an internal business initiative, offer problem-solving techniques, or even recommend books or podcasts worth checking out. Meeting reflections also encourage colleagues at all levels to engage in each other’s professional development of their teammates.
KWL Chart Template
Works best for:
Education, Brainstorming, Retrospectives
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Customer Problem Statement Template
Works best for:
Ideation, Design Thinking, Product Management
Put yourself in the shoes of your consumers with a customer problem statement. Figure out their problems and how your product or service can solve those problems and make their lives easier. As a bonus, you’ll better understand your customers throughout the process.
How Now Wow Matrix Template
Works best for:
Ideation, Product Management, Prioritization
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PESTLE Analysis Template
Works best for:
Ideation, Strategic Planning, Business Management
Want to keep your company secure and performing soundly? You have to first know how you’ll be affected by outside elements and factors — especially those that are political, economic, social, technological, legal and environmental in nature. A PESTLE Analysis helps you identify them and prepare for them. With this easy-to-use template, you can conduct a PESTLE Analysis, then use the results to shape your strategic planning, budget allocation, marketing, product updates, and organizational change initiatives.