A guide to using the ‘How to work with me’ template
August, 2025
The ‘How to Work With Me’ template is a one-page resource that helps colleagues and leaders share their communication preferences, work styles, and feedback needs.
By outlining how each person best collaborates, this tool turns individual differences into team strengths, making it easier for everyone to feel valued and create value. It’s easy to complete, practical for any workplace, and designed to jumpstart better teamwork from day one.
Read our guide, and don’t forget to download the resource here.
Why is the ‘How to work with me’ template useful for your team?
Reduces miscommunication.
When people know how to best collaborate with each other, they spend less time guessing and more time doing.Accelerates team onboarding and alignment.
This resource is a user guide for your colleagues. New team members can quickly get up to speed on how to interact with their colleagues without weeks of trial-and-error.Supports employee engagement.
When employees’ unique traits and needs are taken into consideration, they are more likely to feel engaged and valued.Prevents conflict before it starts.
A lot of workplace tension stems from mismatched expectations or communication habits. This tool brings those to light early. It’s a kind of “preventative maintenance” for team culture.Creates psychological safety.
This resource normalizes individual differences, which is especially important for hybrid teams, neurodivergent folks, or those with different cultural backgroundsIt’s simple, scalable, and free!
This isn’t a big software rollout or multi-day training. It’s a 30–60 minute free reflection tool.
How to use the “How to work with me” document
Lead by example.
Managers and HR leaders should create their own manual first and share it widely.Invite completion.
Encourage employees to fill out their own within a defined timeframe.Enable sharing.
Share each manual in accessible, central locations and integrate into onboarding or kickoff meetings.Review & update.
Revisit annually or when roles/team structure changes.Facilitate discussion.
Use a workshop or meeting to allow team members to present and clarify their manuals in 3–4 minutes eachAlign with your team.
Clarify that the template does not come with forced expectations, but it is a good starting point for increased team transparency and positive collaboration.
