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alignment

Team Canvas

A strategic alignment tool that helps teams define their goals, roles, values, and rules of engagement. It acts as a 'operating system' for the team, ensuring everyone is moving in the same direction with shared expectations.

90-180 min2-12 peopleHard
When to Use

To onboard new members, start a new project, or realign a team that feels disconnected.

How It Works

Solves: Unclear goals, role overlap, and lack of shared values leading to friction.

Step-by-Step Instructions
Follow these steps to facilitate this method
  1. 1

    Step 1: Fill in 'Roles & Skills' and 'Goals' (20 mins).

  2. 2

    Step 2: Discuss 'Purpose'—the 'Why' behind the team's existence (15 mins).

  3. 3

    Step 3: Define 'Values' and 'Rules & Activities' (20 mins).

  4. 4

    Step 4: Identify 'Strengths & Assets' and 'Weaknesses & Risks' (20 mins).

  5. 5

    Step 5: Review the entire canvas and agree on the final version (15 mins).

Facilitator Tips
  • Focus heavily on the 'Purpose' and 'Values' sections as these drive the culture.
  • Revisit the canvas every 3-6 months to keep it relevant.
Variations
  • Team Canvas Personal: A version focused on individual growth within the team.
Source: The Team CanvasLearn more