Getting a team started with Working With Me means one workshop day to build working manuals and set priorities, followed by four weeks of platform access so the habit has somewhere to live. It is not a long implementation project. There is no lengthy setup and nothing to configure before the day itself.
This guide covers what actually happens from booking the workshop through to the decision at the end of the trial. It is written for owners and managers who are weighing up whether adopting Working With Me will be worth the disruption, and want a plain answer before they commit a day of the team's time.
What happens on workshop day
The workshop runs as one day with the whole team in the room. The morning covers where the business is and where it needs to be, what matters most right now, and a clear direction for the quarter ahead. Nothing is prepared in advance beyond turning up.
The afternoon is different in kind. Each person writes their own working manual, in their own words, at their own pace, then shares it with the team in a way that feels right to them. Nobody fills in a manual on someone else's behalf, and nobody is scored against it. It is a person's honest account of how they work best, written by them.
What happens during the four-week trial
The workshop includes four weeks of platform access straight after the day itself. This is the part that actually builds the habit, because a day that ends with everyone back at their desks and nowhere to put what they wrote fades within a fortnight.
During the trial, manuals and priorities live in one place the team can actually use. People refer back to their own manual and their colleagues' in one-to-ones and when a new starter joins, rather than filing it away. Priorities set on workshop day stay visible, so the team can check whether the work happening each week still points at what was agreed.
For a manager weighing up whether the team has capacity for what has been agreed, the trial is also the point to start tracking priorities and capacity together, so the quarter's priorities and the team's actual workload are looked at side by side rather than guessed at separately.
What a team actually needs to do to get value from it
There is no training course to sit through and no manual of the software to read first. The main thing a team needs to do is show up to the workshop and write honestly, then keep the habit of referring back to manuals and priorities during the four weeks that follow.
- Turn up to the workshop day with an open mind, nothing to prepare beforehand.
- Write your own manual honestly rather than answering how you think you should.
- Read a few colleagues' manuals in the weeks after, particularly anyone you work closely with.
- Check the quarter's priorities against what is actually on your plate each week.
None of this needs technical skill. The parts that take a little longer to bed in are habits rather than features, actually opening a manual before a one-to-one, or checking priorities before saying yes to new work. Those get easier with a few weeks of use, which is exactly what the trial period is for.
What happens after the four-week trial
At the end of the trial, the decision is straightforward: keep the manuals live on Working With Me Core, the lighter, lower-cost option that holds manuals only, or move to Full for priorities and the daily work view as well. Current pricing for both sits on the pricing page. There is no obligation either way, and a team that decides the platform is not for them still leaves the workshop with manuals and priorities they wrote themselves.
The short version: getting started is one day plus four weeks of use, not a project. If you want to see it for your own team, book the Working With Me workshop or book a call first if you would rather talk it through.
Common questions
How long does it take to get started with Working With Me
One day for the workshop itself, where the team sets priorities and each person writes their own manual, followed by four weeks of included platform access to build the habit of using them.
Do we need training to use Working With Me
No separate training course is needed. The workshop day itself is where people learn the format, by writing their own manual and setting priorities together, not by reading documentation beforehand.
What happens after the four-week trial ends
The team decides whether to continue. Working With Me Core keeps the manuals live for a flat yearly team price, and Working With Me Full adds priorities and the daily work view. There is no obligation to continue either way.
Can a small team use Working With Me without an HR department
Yes. The workshop and the manuals are designed to be run by an owner or manager directly, with no HR function required to set them up or keep them going.
Is Working With Me hard to learn
No. There is no software to master before the workshop and nothing to configure. The format is learned by doing it once, on the day, with the whole team in the room.