Team & People
Team Building Workshop — plan the session, run the day, and make it stick
Team leads and organizers open this template when planning a team-building session at the start of a term or when new members join. The whiteboard holds the goal and constraints for the session, a 2x2 matrix for narrowing down activity ideas, a 90-minute flow for the day, a member-by-strengths/struggles/expectations sheet, and a frame for takeaways. The task board starts with five parent tasks — set the goal, choose the activity, prepare for the day, facilitate, and make it stick — each with concrete subtasks waiting in To Do.
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Use it when new members have joined but nobody knows what each other is good at, or when a social event left nothing changed the following week. It's for leads and organizers planning team building from scratch, and for anyone searching for a workshop template or how to run a team-building session. It fits the start of a term, welcoming new hires, or the first meeting between teams split across locations.
Work top to bottom. Start with Goal and constraints for this session to agree what success looks like. In Choosing the activity, place candidates on two axes — prep effort and relationship impact — and narrow to one or two. On the day, follow How the 90 minutes runs, and fill the Mutual understanding sheet (filled example) with strengths, struggles, and expectations. Finish by recording what you agreed in Takeaways and the one-month check. Cards move through To Do, Planning, Preparing, Running the day, and Retro.
In week one, focus only on Write the goal — one sentence, before booking the room or ordering supplies. On the day, worry less about the schedule and more about whether a few people dominate the conversation. A month later, open Check in one month and spend five minutes confirming the support you agreed on is actually happening.
Once you have a free account, you can copy this template from the marketplace
