Cross Team Alignment Workshop - Example Template 1

Team A Name

Team B Name

1. Context and Purpose

• Why we are aligning
• What triggered this conversation
• What success looks like for both teams

2. Perspectives

Team A perspective

• What we see
• What we assume
• What we are concerned about
• What we hope for

Team B perspective

• What we see
• What we assume
• What we are concerned about
• What we hope for

3. Needs and Constraints

Team A needs

Team B needs

Shared constraints

4. Boundaries

What Team A owns

What Team B owns

Shared or grey areas

5. Agreements

• Decisions made
• Responsibilities clarified
• Escalation paths
• Review points

6. Next Steps

• Immediate actions
• Owners
• Dates

7. Reflection

• What felt easy
• What felt difficult
• What we want to improve next time

Return to the Cross Team Alignment page.