Free Team Collaboration Checklist for Work From Home Template
Team Collaboration Checklist for Work From Home
Prepared by: [Your Name]
Company: [Your Company Name]
Date: [Date]
1. Communication
Task |
Completed |
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Set up daily/weekly virtual team meetings (e.g., Zoom, Teams, or Google Meet). |
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Define and agree on preferred communication channels (e.g., Slack, email). |
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Establish clear response time expectations for messages and emails. |
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Use video conferencing for key discussions to foster personal connections. |
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2. Tools & Technology
Task |
Completed |
---|---|
Ensure all team members have access to necessary tools (e.g., project management, file-sharing). |
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Test internet connectivity and resolve technical issues promptly. |
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Share guidelines on using collaboration tools (e.g., Google Drive, Trello, or Asana). |
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3. Roles & Responsibilities
Task |
Completed |
---|---|
Define each team member's roles and responsibilities. |
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Clarify ownership of tasks and deliverables. |
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Share a centralized document with role assignments and deadlines. |
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4. Productivity & Accountability
Task |
Completed |
---|---|
Use shared calendars to coordinate schedules and availability. |
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Set clear, measurable goals for tasks and projects. |
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Regularly track progress using project management tools (e.g., Jira, Monday.com). |
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Schedule periodic check-ins to review milestones and address blockers. |
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5. Collaboration & Teamwork
Task |
Completed |
---|---|
Encourage idea sharing and feedback in virtual brainstorming tools (e.g., Miro, Jamboard). |
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Create opportunities for cross-functional collaboration. |
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Use shared document platforms (e.g., OneDrive, Notion) for collaborative editing. |
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Celebrate achievements and recognize contributions during team meetings. |
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6. Flexibility & Well-Being
Task |
Completed |
---|---|
Respect time zones and personal schedules when scheduling meetings. |
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Set boundaries for work hours to prevent burnout. |
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Encourage virtual team-building activities (e.g., online games, coffee breaks). |
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Provide resources for mental health support and stress management. |
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7. Documentation & Knowledge Sharing
Task |
Completed |
---|---|
Maintain a centralized repository for documentation (e.g., Confluence, SharePoint). |
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Record key meetings and share summaries with all team members. |
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Develop standard operating procedures (SOPs) for common tasks. |
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8. Feedback & Improvement
Task |
Completed |
---|---|
Schedule regular retrospectives to discuss what’s working and what can improve. |
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Encourage open feedback during one-on-one and team meetings. |
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Adjust processes and tools based on team input and challenges identified. |
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