Your team doesn't need another meeting.
It needs a shared way of working.
A practical, AI-assisted system for creating clear team agreements around communication, meetings, files, tasks and AI in about an hour.
For project managers, team leads and teams working in Microsoft 365.
Choose How Your Team Works. On Purpose.
When ways of working stay unwritten, every person makes reasonable but different choices about how work gets done.
Important updates are spread across email, Teams chats and meetings.
Files are stored in different places, with no obvious source of truth.
Meetings multiply because nobody has agreed on what should happen asynchronously.
Tasks are assigned, tracked and updated differently.
AI use depends on individual confidence, with no shared expectations or guardrails.
Your team does not need another tool. It needs shared decisions about how to use the tools it already has.
Clarity Creates Capacity
Organizations define the work. They choose the tools. They set the deadlines.
Far fewer stop to define how people will use those tools and work together.
57%
of time in Microsoft 365 is spent communicating, while 43% is spent creating.
68%
of people say they do not have enough uninterrupted focus time.
62%
of people say they spend too much time searching for information during their workday.
55%
of people say the next steps at the end of a meeting are unclear.
These numbers point to an opportunity: make the way work happens visible.
When teams agree on what happens where, how information moves and how decisions are captured, people can work with greater clarity, calm and confidence.
Source: Microsoft Work Trend Index 2023, based on a survey of 31,000 people across 31 countries and Microsoft 365 productivity data.
Everything You Need to Build Your Team Playbook
Complete 3-Step Process
A practical walkthrough to gather team input, build the Playbook with AI and share it with your team.
Ready-Made Team Questionnaire
A ready-made Microsoft Forms questionnaire capturing team preferences, M365 confidence, friction points and AI comfort.
Six-Pillar Playbook Template
A fillable template covering Clarity, Alignment, Rhythm, Visibility, Respect and AI & Copilot.
Bonus: SharePoint Folder Structure
A ready-made folder tree that gives your team one clear, organized home for shared work.
Bonus: M365 & Copilot Learning Map
A curated guide to help team members strengthen the specific M365 and Copilot skills they need.
Bonus: Playbook Pulse Check
Copilot prompts to check whether the Playbook is being followed, identify drift and make practical adjustments.
The Workflow
From Team Input to a Working Agreement.
Create a practical Team Ways of Working Playbook in three simple steps.
Build the Playbook
Upload the responses and template into Copilot, then use the included prompts to create a neutral first draft.
Gather Team Input
Share the ready-made questionnaire to understand your team’s preferences, working patterns and confidence with M365 and AI.
Review and Share
Refine the draft, confirm the working norms and share one clear Playbook with your team.
The Workflow
From Team Input
to a Working Agreement
Create a practical Team Ways of Working Playbook in three simple steps.
Gather Team Input
Share the ready-made questionnaire to understand your team’s preferences, working patterns and confidence with M365 and AI.
Build the Playbook
Upload the responses and template into Copilot, then use the included prompts to create a neutral first draft.
Review and Share
Refine the draft, confirm the working norms and share one clear Playbook with your team.
Built from 18 Years of Helping Teams Work Better
I’m Mondi Gale, founder of Eight28 Inc. and LifePlaybooks™. For nearly 18 years, I’ve designed people-first systems across five countries and multiple industries.
I have stepped into teams doing important work and helped make the way they work visible. The change is often simple but significant: people know where work lives, how decisions move and what happens next. The team can move with greater clarity, calm and confidence.
I created this Playbook to give project managers and team leads a practical way to do the same without building the process from scratch.
LifePlaybooks™ are built on one belief: systems should hold people, so people can do their best work together.
Frequently Asked Questions
It is designed for project managers, consultants, first-time PMs, team leads and leaders who want a clear, repeatable way to establish how their team communicates, meets, stores information, tracks work and uses AI.
Both. The process includes guidance for introducing the Playbook to a new team or project, as well as to an established team that wants to strengthen how it works together.
The process is built for Microsoft 365. To follow it as written, you will need access to Microsoft Forms, Excel, Word and Microsoft 365 Copilot. The included SharePoint, Teams and Planner guidance can be adapted to suit the tools your team uses.
The questionnaire takes each team member approximately 10 to 15 minutes. Once the responses are collected, the team lead can create the first-draft Playbook in about an hour. Final review time will depend on your team and project.
No. The questionnaire provides insight, not votes. Copilot identifies patterns and creates a neutral first draft. The team or project lead reviews, refines and approves the final working norms.
Yes. You can adapt the questionnaire, template and recommendations to suit your team, tools and context. Keeping the questionnaire close to its original structure will help Copilot interpret the responses more accurately.
The $67 purchase includes a single-team license for the original purchaser and their team. Additional teams or client organizations require their own license.
Give Your Team a Clear Way to Work
Use the ready-made questionnaire, template and Copilot prompts to create a practical Team Ways of Working Playbook in about an hour.
Fifteen minutes from your team. About an hour from you. One practical Playbook everyone can see.
Digital download. One-time payment. Single-team license. Includes the complete process, fillable template, Microsoft Forms questionnaire and all three bonuses.
© 2026 LifePlaybooks™. A product of Eight28 Inc.