Work is a team sport, and how well the team plays often hinges on two things: how clear everyone is on their role in what the team is trying to achieve together and the transparency habits of the team. Getting and giving transparency is essential, but far from automatic – most of us have a higher interest in gaining transparency than our commitment to provide it. We asked awesome teams across the WorkBoard community to share their best transparency moves; here are four smart workflows that your team can use to be more successful together.

1. Transparency
Hacks for
High-Speed
Teams

2. Pass out 3 post it notes to each person,
and create some white board space with
3 areas: Daily, Weekly and Monthly.
Before you
schedule a daily
standup…
Try this easy team exercise to see what cadence of
information people find valuable and important. The answer
probably isn’t another meeting, but rather a more efficient way
to share and update information on the team’s agreed interval.
2
3
1
Ask each person to rate their “felt need”
for data about other people’s activity,
status and work on a daily, weekly and
monthly basis on a scale of 1 (low) to 5
(high) – using one post it note for each
time period.
Ask people to put their post it notes in
the respective time bucket and take a
look at what people need.

3. Awesome teams
use Boards to
accomplish more
together
WorkBoard Boards are a way of presenting projects and
shared plans of action. They can be organized with any number
of columns that “flow” the way your work does; add colors,
images and automation for a fast, fun way to get things done.

4. Incoming Request ManagementMarketing and shared
services teams connect
Google forms to
Request Boards in
WorkBoard for a
seamless flow with no-
effort transparency.
Incoming requests are
automatically assigned
to the right person,
and everyone sees
what’s in flight and
completed.

5. Onboarding New Team
Members
Fast-growing teams
need to efficiently and
quickly enable new
members. Use a
template Welcome
Board and prefill it
with onboarding
actions, then copy it
for each new hire.
They’ll love knowing
what to expect and
onboarding will go
more smoothly!

6. Managing Customer
Onboarding and Success Plans
Customer success teams
use Boards to manage
the activity by stage of
each customer’s
lifecycle, and share it
with the organization
and customer
stakeholders – eliminate
spreadsheet tracking
and slide creation
administration in the
relationship!

7. Global Customer or Program
Health Dashboard
Client Services teams use
“super boards” – with
cards for each individual
customer board – to
provide a quick customer
health dashboard. Add,
drag and arrange each
customers’ card (or
initiative) to the right
column so everyone can
easily see the health of all
your customers and click
into the details.
Use workflow automation
to notify a group of people
when one of the cards is
moved from healthy to
unhealthy so issues get
addressed faster.
Your strategy and OKRs
are only as good as your
execution.
Find out more at www.workboard.com