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Exercises/Closure and Transfer/Collaboration Canvas
General Collaboration Exercise ยท Closure and Transfer

Collaboration Canvas

Cross-functional groups complete a three-part Collaboration Canvas to name operational bottlenecks, define target working states, and draft practical action commitments.

25 minutesTIME
3 to 24 peopleGROUP SIZE
In person, Remote, HybridSETTING
4 materialsMATERIALS
Planning pillar: Follow Through UWT groups this closure and transfer activity under Follow Through in its Gathering Effectiveness planning framework.

Choose this exercise

Purpose: Document operational bottlenecks across teams and agree on practical action steps to improve cross-group work.

Use it when: When cross-departmental handoffs, siloed work patterns, or inter-team friction slow down shared projects.

Skip it when: When facilitating a single intact department with no external inter-team dependencies.

Group arrangement: Small groups of 3 to 5 participants, ideally mixing different functions or departments.

Timing: Matches the 25-minute duration of step 4 ('The Collaboration Canvas') from the WorkshopBank agenda.

Materials and tools

Before participants arrive

  1. Print one Collaboration Canvas on large paper per table, or set up digital board frames.
  2. Set out sticky notes and markers at each small-group station.
  3. Assign participants into cross-functional clusters of 3 to 5 before starting.

Say this to open

Cross-team collaboration stalls when friction and unstated expectations get in the way. In small groups, we will use a Collaboration Canvas to diagnose our daily friction, describe what working well looks like, and pick concrete action steps to test.

How to run it

  1. Frame the canvas 3 minutes

    Read the opening script. Direct participants into groups of 3 to 5 across departments. Hand out one Collaboration Canvas and markers to each group.

  2. Map challenges and desired state 10 minutes

    Direct groups to write Current Challenges on sticky notes and place them in section 1 for 5 minutes. Then give 5 minutes for groups to write their Desired State on sticky notes in section 2.

  3. Draft action steps 6 minutes

    Instruct groups to draft 2 to 4 concrete commitments using sticky notes in section 3 (Action Steps) to close the gap between current reality and the desired state.

  4. Share actions 4 minutes

    Ask spokespersons from two or three groups to present one key action step each. Record recurring themes on the main flipchart.

  5. Debrief and close 2 minutes

    Ask the group the first debrief question, taking two brief comments from the room. Close by asking groups to choose one action to begin this week.

Debrief questions

Finished output: Completed Collaboration Canvases with documented friction points, desired states, and practical action commitments.

Remote

Assign breakout rooms of 3 to 5 people. Supply a link to an online whiteboard (such as Miro, Mural, or Google Slides) loaded with the Collaboration Canvas template. Groups post digital notes and select one spokesperson to share.

Hybrid

Form mixed groups of 3 to 5 participants with at least one laptop per cluster. All members view and edit a shared digital board simultaneously. Remote participants speak via conference audio or group chat.

Access and participation choices

If the session gets stuck

Participants write broad labels like 'lack of trust' or 'poor communication' rather than operational issues.
Prompt them: 'What daily event demonstrates that? Name the specific handoff, missing detail, or delayed message.'
Groups spend the entire time discussing problems and ignore the action section.
Announce the halfway mark at minute 13 and instruct every group to place at least two sticky notes in section 3 immediately.

Terms used here

Collaboration Canvas Template

COLLABORATION CANVAS 1. CURRENT CHALLENGESWhat makes collaboration difficult between our groups today?(Example: Waiting 4 days for approval responses on basic tickets) 2. DESIRED STATEWhat does clear, daily collaboration look like in practice?(Example: Approvals returned within 24 hours or transferred to a secondary reviewer) 3. ACTION STEPSWhat specific, low-friction commitments will we test?(Include exact task, owner, and start date)
Live facilitator

Run this exercise live

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Run this with your AI assistant +

Works with Claude, ChatGPT, Gemini, or your own local model: paste this prompt and your AI will co-facilitate this exercise with you.

Help me prepare and run the exercise below. First ask for my participant count, time, setting, access needs and intended result. Check these against the stated limits. Use the supplied rules and materials. Explain any proposed changes before using them, and label them as adaptations. Do not invent source claims or require personal disclosure. Give me one step at a time when I say start. I manage the people, physical activity and clock; do not claim to observe the room. Ask me what happened before choosing a next step.

Reference revision: ed0391a72c417069226167e6f18e4bde3d273b17e92025f9a1ec460df964a59e

# Collaboration Canvas

Cross-functional groups complete a three-part Collaboration Canvas to name operational bottlenecks, define target working states, and draft practical action commitments.

**Time:** 25 minutes. Matches the 25-minute duration of step 4 ('The Collaboration Canvas') from the WorkshopBank agenda.
**People:** 3 to 24. Small groups of 3 to 5 participants, ideally mixing different functions or departments.

## Choose this exercise

**Purpose:** Document operational bottlenecks across teams and agree on practical action steps to improve cross-group work.
**Use it when:** When cross-departmental handoffs, siloed work patterns, or inter-team friction slow down shared projects.
**Skip it when:** When facilitating a single intact department with no external inter-team dependencies.

## Materials and tools

- One large Collaboration Canvas sheet or digital board per small group
- Pads of sticky notes (approx. 20 notes per group)
- Markers or pens for each participant
- Flipchart or main room whiteboard for synthesis

## Before participants arrive

1. Print one Collaboration Canvas on large paper per table, or set up digital board frames.
2. Set out sticky notes and markers at each small-group station.
3. Assign participants into cross-functional clusters of 3 to 5 before starting.

## Say this to open

Cross-team collaboration stalls when friction and unstated expectations get in the way. In small groups, we will use a Collaboration Canvas to diagnose our daily friction, describe what working well looks like, and pick concrete action steps to test.

## How to run it

### 1. Frame the canvas (3 minutes)

Read the opening script. Direct participants into groups of 3 to 5 across departments. Hand out one Collaboration Canvas and markers to each group.

### 2. Map challenges and desired state (10 minutes)

Direct groups to write Current Challenges on sticky notes and place them in section 1 for 5 minutes. Then give 5 minutes for groups to write their Desired State on sticky notes in section 2.

### 3. Draft action steps (6 minutes)

Instruct groups to draft 2 to 4 concrete commitments using sticky notes in section 3 (Action Steps) to close the gap between current reality and the desired state.

### 4. Share actions (4 minutes)

Ask spokespersons from two or three groups to present one key action step each. Record recurring themes on the main flipchart.

### 5. Debrief and close (2 minutes)

Ask the group the first debrief question, taking two brief comments from the room. Close by asking groups to choose one action to begin this week.


## Debrief questions

- Which action step tackles an underlying operational barrier rather than just a symptom?
- What is one small commitment teams can put into practice starting tomorrow?

**Finished output:** Completed Collaboration Canvases with documented friction points, desired states, and practical action commitments.

## Remote

Assign breakout rooms of 3 to 5 people. Supply a link to an online whiteboard (such as Miro, Mural, or Google Slides) loaded with the Collaboration Canvas template. Groups post digital notes and select one spokesperson to share.

## Hybrid

Form mixed groups of 3 to 5 participants with at least one laptop per cluster. All members view and edit a shared digital board simultaneously. Remote participants speak via conference audio or group chat.

## Access and participation choices

- Participants may write notes individually on sticky notes rather than speaking aloud.
- Participants may choose work-focused examples and skip any personal topics.
- Any participant or group may pass during whole-room sharing without explanation.

## If the session gets stuck

**Participants write broad labels like 'lack of trust' or 'poor communication' rather than operational issues.**

Prompt them: 'What daily event demonstrates that? Name the specific handoff, missing detail, or delayed message.'

**Groups spend the entire time discussing problems and ignore the action section.**

Announce the halfway mark at minute 13 and instruct every group to place at least two sticky notes in section 3 immediately.


## Terms used here

- Collaboration Canvas: A three-part worksheet covering current challenges, desired state, and actionable commitments.

## Participant material: Collaboration Canvas Template

COLLABORATION CANVAS

1. CURRENT CHALLENGES
What makes collaboration difficult between our groups today?
(Example: Waiting 4 days for approval responses on basic tickets)

2. DESIRED STATE
What does clear, daily collaboration look like in practice?
(Example: Approvals returned within 24 hours or transferred to a secondary reviewer)

3. ACTION STEPS
What specific, low-friction commitments will we test?
(Include exact task, owner, and start date)

## Sources and adaptation

Observed on WorkshopBank in the workshop agenda 'Collaboration in Action: Building Bridges Between Teams'.

WorkshopBank documents an 85-minute, six-phase session titled 'Collaboration in Action: Building Bridges Between Teams'. UWT adapted phase 4 ('The Collaboration Canvas', 25 minutes) into this standalone run sheet. Concrete step timings, explicit turn rules, hybrid logistics, and facilitator debrief boundaries were added by UWT.

[WorkshopBank](https://workshopbank.com/tools/resistance-to-collaboration)

Current run sheet: https://unitedwetransform.com/exercises/resistance-to-collaboration-workshopbank/

Sources and adaptation

Observed on WorkshopBank in the workshop agenda 'Collaboration in Action: Building Bridges Between Teams'.

WorkshopBank documents an 85-minute, six-phase session titled 'Collaboration in Action: Building Bridges Between Teams'. UWT adapted phase 4 ('The Collaboration Canvas', 25 minutes) into this standalone run sheet. Concrete step timings, explicit turn rules, hybrid logistics, and facilitator debrief boundaries were added by UWT.

See our editorial policy for AI use, sourcing and corrections.

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