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

Set up daily/weekly virtual team meetings (e.g., Zoom, Teams, or Google Meet).

  • Yes

  • No

Define and agree on preferred communication channels (e.g., Slack, email).

  • Yes

  • No

Establish clear response time expectations for messages and emails.

  • Yes

  • No

Use video conferencing for key discussions to foster personal connections.

  • Yes

  • No


2. Tools & Technology

Task

Completed

Ensure all team members have access to necessary tools (e.g., project management, file-sharing).

  • Yes

  • No

Test internet connectivity and resolve technical issues promptly.

  • Yes

  • No

Share guidelines on using collaboration tools (e.g., Google Drive, Trello, or Asana).

  • Yes

  • No


3. Roles & Responsibilities

Task

Completed

Define each team member's roles and responsibilities.

  • Yes

  • No

Clarify ownership of tasks and deliverables.

  • Yes

  • No

Share a centralized document with role assignments and deadlines.

  • Yes

  • No


4. Productivity & Accountability

Task

Completed

Use shared calendars to coordinate schedules and availability.

  • Yes

  • No

Set clear, measurable goals for tasks and projects.

  • Yes

  • No

Regularly track progress using project management tools (e.g., Jira, Monday.com).

  • Yes

  • No

Schedule periodic check-ins to review milestones and address blockers.

  • Yes

  • No


5. Collaboration & Teamwork

Task

Completed

Encourage idea sharing and feedback in virtual brainstorming tools (e.g., Miro, Jamboard).

  • Yes

  • No

Create opportunities for cross-functional collaboration.

  • Yes

  • No

Use shared document platforms (e.g., OneDrive, Notion) for collaborative editing.

  • Yes

  • No

Celebrate achievements and recognize contributions during team meetings.

  • Yes

  • No


6. Flexibility & Well-Being

Task

Completed

Respect time zones and personal schedules when scheduling meetings.

  • Yes

  • No

Set boundaries for work hours to prevent burnout.

  • Yes

  • No

Encourage virtual team-building activities (e.g., online games, coffee breaks).

  • Yes

  • No

Provide resources for mental health support and stress management.

  • Yes

  • No


7. Documentation & Knowledge Sharing

Task

Completed

Maintain a centralized repository for documentation (e.g., Confluence, SharePoint).

  • Yes

  • No

Record key meetings and share summaries with all team members.

  • Yes

  • No

Develop standard operating procedures (SOPs) for common tasks.

  • Yes

  • No


8. Feedback & Improvement

Task

Completed

Schedule regular retrospectives to discuss what’s working and what can improve.

  • Yes

  • No

Encourage open feedback during one-on-one and team meetings.

  • Yes

  • No

Adjust processes and tools based on team input and challenges identified.

  • Yes

  • No

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