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Workshop Extension and Reinforcement Home
Beginning Projects
Work Agreement Overview
- Needs Assessment
- Plan for the Work Agreement
- Conduct the Work Agreement Discussion
- Document and Communicate the Work Agreement
Relationship Strategy and Management
Readiness Assessment
In-Process Projects
Client Strategy Planning
Work Agreement Overview
- Needs Assessment
- Plan for the Work Agreement
- Conduct the Work Agreement Discussion
- Document and Communicate the Work Agreement
Relationship Strategy and Management
Readiness Assessment
Forms and Templates
Client Strategy Session Planning Worksheet
Work Agreement Needs Assessments
- Beginning Projects
- In-Process Projects
Client Profile Worksheet
Work Agreement Planning Worksheet
Work Agreement Meeting Agenda Template
Work Agreement Worksheet
Relationship Opportunity Matrix Worksheet
Readiness Assessment Matrix Worksheet
Work Agreement Needs Assessment:
Beginning Projects
This assessment will help you determine how much your team will potentially benefit from creating a Work Agreement for your new project. Rate each item 1 (Strongly Disagree) to 5 (Strongly Agree). As you complete the ratings for each topic your topic average scores will be automatically calculated for you. When you are finished your total average score will be automatically calculated and you will receive guidance on how to interpret your score.
Once you have completed the Work Agreement Needs Assessment, click below to start planning for your Work Agreement.

