Team User Manuals


Team issues are often caused by a lack of understanding. We often assume others know how we work, how to help us succeed, and if they don’t, they just figure it out over time.

Team member user manuals can help with this though!

A team member user manual is a short, personal guide that explains how to work well with someone.

Think of it as the user manual for a human being.

A user manual answers these questions about each team member:

  • How does this person do their best work?
  • What do they need when things get stressful?
  • How should I give them feedback?

When done well, they:

  • Reduce friction and misunderstandings
  • Speed up trust on new or growing teams
  • Normalize differences instead of hiding them
  • Create empathy without oversharing

How to Create a User Manual

There’s no right format for a team member user manual and they can be a simple document or an elaborate, creative slide deck, or anything in between.

Each team member should write out the following information about themselves (in no particular order):

  • Their ideal working pattern
  • Their essential elements for success
  • How someone should provide feedback to them
  • How they cope with stress
  • Things they want to learn more about in the next year
  • Their reading/course/etc. list
  • Their childhood obsessions and dreams
  • Who they want to be
  • Their ideal week
  • Major events that shaped their life
  • Their signature strengths (free test at viacharacter.org)

Some people will keep this a practical document and others will tell a story. Both are acceptable and valuable.

Sharing User Manuals

After each team member writes their user manual in the form of a Word document, PowerPoint, SharePoint site, or another format, they should be posted in a place that’s easy to share with their team.

If the team is small enough, the next best step is to schedule a meeting where everyone shares their manual to enhance understanding and build a stronger team.

PS: A shared space like Microsoft SharePoint is a great place to store and organize team member user manuals so they don’t disappear into inboxes or folders no one remembers to look at. If you want help setting that up in a clean, simple way, that’s exactly the kind of thing we help teams do at The Outlier Team. Just reply to this email for more information.

Perry Myers
​The Outlier Team​

The Outlier Team

We help small businesses with technology, strategy, and leadership and have a passion for sharing what we have learned. Subscribe to our newsletter to get helpful weekly content.

Read more from The Outlier Team

Could your business operate for two weeks without you? That’s a question I’ve been asked and tested on throughout my career and one that has kept coming to mind over the last several weeks as I’ve been working with small business owners. Maybe they took a vacation, got sick, or just decided to take two weeks away from work. Would their business keep running or would important things have to wait until they came back? I’ve started calling this The Two-Week Test and its a tool I’ve used to...

A few weeks ago, I was talking with a local owner about growth. Like many owners, he was feeling the pressure of competition. New competitors seemed to be everywhere. As we talked, he said, “I compete on price. It’s what everyone competes on.” I’ve thought about that conversation several times since then. Price does matter, as does quality. But if those are the only two ways you compete, you’re playing a very hard game. There will always be someone willing to charge less, and, eventually,...

Recently, I was talking with someone about technology adoption and how they could better integrate Microsoft Teams and other Microsoft 365 tools into their daily workflows. As we talked, I showed her several features and shortcuts that I use regularly. To me, they seemed completely ordinary. But over and over, her response was “I didn’t know you could do that.” It reminded me of a quote that’s been attributed to several people: “What’s ordinary to you is extraordinary to others.” The same...