Making Norms The Norm: How to Create a Team Operating Agreement (TOA)

In a virtual team setting it is critical to have guidelines for how your team is going to work together.  These guidelines are called a “Team Operating Agreement”.  A Team Operating Agreement defines the set of behavioural norms that the team commits and agrees to abide by. It guides the team’s actions and interactions. Geographic, ethnic, personality and cultural differences can impact the effectiveness of how individuals and teams act, interact and operate. Creating a Team Operating Agreement will minimize the potential for conflict, and increase open communication, which will help strengthen your virtual team.

At the end of the session participants will be able to:

  • Identify what we need from our leaders and team members to work more effectively together
  • Describe a seven-step process to creating a Team Operating Agreement
  • Discuss 3 strategies to hold people accountable for the Team Operating Agreement
  • Describe how to obtain by-in from team members
  • Create a safe environment for team members to express their concerns

Follow-up: How to Create a Team Operating Agreement  

One month after the creation of the Team Operation Agreement, we will conduct a follow-up webinar to discuss the successes and brainstorm solutions for the challenges you experienced implementing the Team Operating Agreement. We will also review the final three steps of the Team Operating Agreement process.

At the end of the session participants will be able to:

  • Discuss the challenges and successes in creating the Team Operating Agreement
  • Brainstorm solutions for the challenges
  • Demonstrate how to create survey questions to evaluate the Team Operating Agreement

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