Go to main content

Description of the Template and Guide

Collaboration tools should help bring your team together and enhance the way you work. But there’s more to working remotely than just having the right collaboration tools in place. Good virtual team managers must foster team building, effective communication and group cohesion. So how do we get every team member on the same page?

This meeting agenda template helps remote teams create a “working team agreement.” This is a living document that sets expectations and captures agreements about how a remote team will work together. Together, you'll establish a basic set of guidelines for working together, to remove costly misunderstandings.

During this meeting, you'll lead the group through a series of questions that explore everyone's preferences and expectations. Then, you'll work together to create your team agreement.

Get the Guidebook Try This Template in Lucid!

Related Posts: 
Building Our Remote Team's Working Agreement
Create a Team Agreement to Avoid Misunderstandings on Your Remote Team
Meeting in Times of Rapid Change and Crisis

9-page Facilitator's Guide with tips, step-by-step instructions, & resources

Meeting Goal

Avoid miscommunications and outline acceptable behaviors for how your team wants to work together.


  • Author:  Lisette Sutherland
  • Duration:  50+ minutes
  • Group Size:  2 to 12
  • Solution Categories:  Remote Teams
  • Meeting Types:  What is a Planning Meeting?

Agenda Overview

  1. Welcome
  2. Gather and Categorize Answers
  3. Discuss answers
  4. Document decisions

Download the Agenda

See More Templates

  • A free pre-meeting interview template for uncovering key issues before a conflict resolution session. Includes a 14-page detailed instruction guide.

  • A free meeting agenda template for establishing decision-making criteria as a team. Includes a 19-page Facilitator's Guide with tips, step-by-step instructions, & resources.

  • A free meeting agenda template that creates a safe and productive way to surface concerns of a team. MS Word and online formats. Includes a 13-page detailed instruction guide.

  • A free guide for running your all-hands meeting during times of crisis. The all-hands situation update meeting is used by leadership to keep the entire organization informed and aligned during times of rapid change or crisis.