Hybrid Team Success Toolkit
Step-by-step instructions and remote work toolkit templates to quickly create async-first meeting formats, documentation practices, and team agreements.
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8 effective team templates
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Step-by-step use instructions
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Video implementation tutorials
The Hybrid Team and Remote Work Success Toolkit includes:
Blended Meeting Structure Template
Blended meetings are designed to help your team get more done in less time. Instead of using meeting time to provide status updates or define next steps, plan to share this information with meeting attendees ahead of time. This will allow you to dedicate your synchronous time to discussions, decision-making, and taking action.
Example 90-minute team implementation:
- Download Hybrid Team and Remote Work Toolkit items (5 minutes)
- Watch overview video and review downloads (15 minutes)
- Create tasks, subtasks, deadlines and assign owners (15 minutes)
- Complete your assigned tasks (45 minutes)
- Reflect on your experience (10 minutes)
Available formats:
Meeting Template:
- MURAL
- Adobe PDF
Task list:
- Google Docs
- Microsoft Word
Performance Rubric Template
Documenting objective performance expectations that are equally achievable by both remote and co-located employees is the first step to ensuring equitable outcomes for all, regardless of location.
Example 30-minute team implementation:
- Download Hybrid Team and Remote Work Toolkit items (5 minutes)
- Create tasks, deadlines and assign owners (5 minutes)
- Complete your assigned tasks (15 minutes)
- Reflect on your experience (5 minutes)
Available Formats:
Rubric Template:
- Google Sheets
- Microsoft Excel
Task list:
- Google Docs
- Microsoft Word
Connection Rituals Template
When teams effectively shift work tasks async, sync time can be preserved for relationship building. Use this template to create opportunities for connection on your team.
Example 30-minute team implementation:
- Download Hybrid Team and Remote Work Toolkit items (5 minutes)
- Create tasks, deadlines and assign owners (5 minutes)
- Complete your assigned tasks (15 minutes)
- Reflect on your experience (5 minutes)
Available Formats
Template:
- Google Docs
- Microsoft Word
Task list:
- Google Docs
- Microsoft Word
Communication Charter Template
A Communication Charter is a document that defines how your team uses communication platforms. Defining expectations for how your team communicates helps streamline interactions and reduces communication overload.
Example 4-hour team implementation:
- Vote on a toolkit item and discuss with your team (20 minutes)
- Watch overview video, review downloads, and record summary for team (20 minutes)
- Create tasks, subtasks, deadlines and assign owners (20 minutes)
- Complete your assigned tasks (2 hours and 30 minutes)
- Reflect on your experience sync and async as a team (30 minutes)
Available Formats:
Charter Template:
- MURAL
- Adobe PDF
Task list:
- Google Docs
- Microsoft Word
Boundaries Sample Scripts
Setting boundaries is key for preventing burnout, reducing conflict, increasing deep work time, and maintaining mental and physical health. Help your team take ownership by proactively writing Boundaries Scripts to prevent future issues, or to resolve current challenges like overwork and burnout.
Example 90-minute team implementation:
- Download Hybrid Team and Remote Work Toolkit items (5 minutes)
- Watch overview video and review downloads (15 minutes)
- Create tasks, subtasks, deadlines and assign owners (15 minutes)
- Complete your assigned tasks (45 minutes)
- Reflect on your experience (10 minutes)
Available Formats:
Meeting template:
- MURAL
- Adobe PDF
Task list:
- Google Docs
- Microsoft Word
Single Source of Truth (SSoT) Template
A commitment to documentation is one of the hallmarks of effective remote and hybrid teams. Consistent, clear documentation of decisions, work history, processes, tasks, etc. enable teams to work and get answers to questions without having to rely on other people.
A Single Source of Truth (SSoT) refers to a document or database that houses all the information you need to know about a certain function. Having just one single source of truth eliminates the need for duplicative content, which requires updating multiple locations, plus remembering where all that information lives.
Example 4-hour team implementation:
- Vote on a toolkit item and discuss with your team (20 minutes)
- Watch overview video, review downloads, and record summary for team (20 minutes)
- Create tasks, subtasks, deadlines and assign owners (20 minutes)
- Complete your assigned tasks (2 hours and 30 minutes)
- Reflect on your experience sync and async as a team (30 minutes)
Available Formats
SSoT template:
- Google Docs
- Microsoft Word
Task list:
- Google Docs
- Microsoft Word
Decision-Making Process Template
Many components of live, virtual meetings can be accomplished asynchronously. By converting certain activities to async, team members can save time spent in live meetings. Use this template to start testing out how you can adopt more asynchronous practices to make meetings more efficient and effective. This Decision-Making Process toolkit item is a blended decision-making process.
Example 90-minute team implementation:
- Download Hybrid Team and Remote Work Toolkit items (5 minutes)
- Watch overview video and review downloads (15 minutes)
- Create tasks, subtasks, deadlines and assign owners (15 minutes)
- Complete your assigned tasks (45 minutes)
- Reflect on your experience (10 minutes)
Available Formats:
Process Template:
- Google Docs
- Microsoft Word
Task list:
- Google Docs
- Microsoft Word
Deep Work Session Template
People need space and time for deep work and creative flow. Block your calendar to schedule a Deep Work Session for uninterrupted, focused work time. Combined with a shift toward async-first work, carve out more time for focused work and breaks to boost productivity and creativity.
Example 4-hour team implementation:
- Download Hybrid Team and Remote Work Toolkit items (5 minutes)
- Watch overview video and review downloads (15 minutes)
- Create tasks, subtasks, deadlines and assign owners (5 minutes)
- Complete your assigned tasks (3.5 hours)
- Reflect on your experience (5 minutes)
Available Formats:
Process Template:
- Google Docs
- Microsoft Word
Task list:
- Google Docs
- Microsoft Word
All of our Hybrid Team and Remote Work Toolkit items are also included in our Leadplaceless virtual leadership training.
Toolkit details and formats
Time Commitment
Time needed to effectively implement each toolkit item varies by item.
Ranges from 30 minutes to 4 hours from start to finish depending on the project.
Formats
Toolkit items are available in multiple formats including Google Docs, MURALs, and PDFs.
Detailed task lists with step-by-step instructions and video tutorials help to support your team’s implementation.
