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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 Overview
When to Use This Tool
When you need to prepare a work agreement for a new project or revise the work agreement for an existing team.
Concept Review
Work agreements provide a basis for communication, understanding, and commitment. They ensure that engagements, projects or initiatives get started off right. They also ensure that you keep things on track.
Work agreements are made between you and your primary client and/or team members for the purpose of clarifying understanding on what you will be doing, how you will be working together, and the results you collectively expect to produce.
The ultimate goal of a work agreement is to help enrich your work process and chances for success by having a clear understanding of how you are going to work together.
This tool provides a straightforward process and a set of templates to help you and your team develop a Work Agreement. This includes the following topics:
- Work Agreement Needs Assessment
- Plan for the Work Agreement
- Conduct the Work Agreement Discussion
- Document and Communicate the Work Agreement
Please click on the approprate button below to complete a Work Agreement Needs Assessment for your project.
