Customer Working Agreement

Duration

~60 Minutes

Purpose

The Working Agreement would result in both a Statement of Work and agreement on how much agility will be applied to the work. Explicit and transparent options should be presented so that the customer clearly understands what they need to do for us to be successful.

Prepared Materials

Facilitation Steps

Part 1: [name]

Takeaways

Facilitation Tips

Useful Files

NOTES

Duration

The Working Agreement would result in both a Statement of Work and agreement on how much agility will be applied to the work. Explicit and transparent options should be presented so that the customer clearly understands what they need to do for us to be successful.

While the working agreement should be run as a workshop

Perhaps we need to look at an early conversation with customers around a working agreement to understand the trade-offs and ramifications…

Working Agreement Workshop

  1. Agree Type of Work - Present the Cynefin model and ask customers to specify what sort of work they do.