This document provides guidance for a team to establish roles, responsibilities, and ground rules for working together on a project. It prompts the team to reflect on their strengths and weaknesses, pick an idea to pursue, define roles and responsibilities, establish structural and behavioral ground rules, determine how much loss they are willing to accept, and articulate shared visions for their company culture and goals. The overall purpose is to help the team have productive discussions to organize their work and set expectations for collaborating effectively.

1. swivelBOX
Team

6. Self-Reflection

7. Strengths
What are your core skills
and capabilities?
How do you add value to
the team?
What resources can you
bring to the team?

8. Weaknesses
What do you feel
uncomfortable doing?
What would you prefer
other people do?

10. Start!Stop!

11. Pick Your Idea

12. Team Charter

14. Alert
Opportunity Action
Successful
Entrepreneurship
+ =
Source: Dr J. Holland, Loughborough University

15. Alert
Opportunity
Creativity &
Resources
Action
Successful
Entrepreneurship
+ =
Source: Dr J. Holland, Loughborough University

16. Activities
What activities do you
need to do in order for
your business to run?

17. Responsibilities
Derive the core responsibilities
that need to be filled.
Who is the appropriate person to
fill that in?

18. Roles
What would you like to
call yourself?
Get creative!
What’s your company culture?

19. Ground Rules
Structural
- Moving forwards will you have regular meetings?
- Will someone be in charge of ensuring these meetings happen
and will minutes be taken?
- How will the team communicate and record progress?
- What systems needs to put in place to ensure that all activities
will run seamlessly? Are there any apps that will be useful?
- Will one person have overall authority or will you act as a
democracy?

20. Ground Rules
Behavioural
How will you treat one another?
If there is a heated discussion how will this be
managed?
What sort of behaviour will you avoid?

21. Affordable Loss
How much are you will to lose in time
and money?
When we think about time, think about
your social and free time. The grind is
real!

22. Vision
Internal
What is the company culture you want
to create?

23. Vision
External
What do you want to achieve?
What is the big picture?

24. END