Optimising Teaming for Success
Project Details
Tl;dr
Redesigned EY’s team onboarding experience by reframing twelve existing “Teaming” artefacts as a cohesive, human-centered service. Conducted research with newly formed project teams and stakeholders to identify adoption barriers, mapped the end-to-end teaming journey, and redesigned artefacts as actionable service touchpoints embedded into real project workflows. Piloted the redesigned artefacts through facilitated workshops, gathering qualitative feedback to improve clarity, context, and usability. The work improved team alignment, clarified how and when artefacts should be used, and informed rollout recommendations for future EY engagements.
Joining a new engagement at EY often meant entering high-pressure environments with unfamiliar team members, tight timelines, and high client expectations. To support effective collaboration, EY had developed twelve “Teaming” artefacts intended to help teams align on purpose, roles, and ways of working.
Despite strong intent, adoption was low. Teams valued alignment but found the artefacts abstract, time-consuming, and disconnected from the realities of fast-moving project work.
The Teaming for Success initiative reframed this challenge as a service design problem: rather than redesigning individual artefacts in isolation, the goal was to redesign the service of teaming—the experience of joining, forming, and collaborating as a project team.
My role focused on research, service mapping, artefact redesign, and piloting, applying human-centred design principles to embed the artefacts naturally into existing team workflows.
Early discovery revealed that the issue was not the absence of tools, but how they were positioned and used.
Key challenges included:
- Artefacts existed as isolated documents rather than integrated touchpoints
- Teams lacked clear moments, prompts, or facilitation to use the tools
- Language and examples felt abstract and disconnected from lived experience
- Artefacts assumed linear, predictable use, while early-stage teaming is dynamic
As a result, teams were expected to “team” effectively from day one, without a clear or supportive onboarding experience.
The challenge became clear: design a team onboarding service where artefacts are relevant, embedded, and actionable at each stage of the team journey.
As a Design Intern within a team of three service designers, I supported team members across research, synthesis, design, and testing.
What I supported included:
- Conducting qualitative research with project teams and stakeholders
- Mapping the end-to-end teaming journey and identifying key service moments
- Reframing existing artefacts as service touchpoints aligned to user needs
- Redesigning artefact content using plain language, scenarios, and prompts
- Supporting pilot workshops and synthesising feedback into design improvements
We conducted mixed-method research to understand the current teaming experience:
- Surveys across multiple teams to assess perceived value and adoption barriers
- Shadowing and user testing with three newly formed project teams
- Stakeholder interviews with engagement managers and project leads
Key insights included:
- Teams rarely used artefacts because they did not fit natural workflows
- Touchpoints for artefact use were undefined—teams didn’t know when or how to engage
- Language and examples failed to reflect real project challenges
- Teams valued tools that enabled conversation and alignment, not compliance
One participant captured this succinctly:
“By the time we’re staffed, we’re already in delivery mode. There’s no clear moment where these tools fit.”
These insights reframed the brief: success would come from redesigning the service of teaming, not just the artefacts themselves.
We approached the artefacts as service touchpoints and mapped the full team formation journey, including:
- Joining the team — early interactions and role clarity
- Defining ways of working — norms, expectations, and collaboration patterns
- Starting delivery — hand-offs, rituals, and decision-making
Each artefact was reframed around:
- The problem it solves (user need)
- The desired outcome (alignment, shared understanding)
- The context of use (when and how it fits into the team journey)
This resulted in a service blueprint that positioned artefacts as integrated touchpoints connecting people, processes, and interactions across the teaming experience.
The artefacts were redesigned to support real team interactions:
- Plain, human-centred language, removing corporate jargon
- Embedded scenarios linked to common team challenges
- Conversation prompts to encourage shared sense-making
- Step-by-step guidance to reduce adoption friction
- Flexible sequencing, allowing artefacts to be used dynamically
The goal was to transform static documents into practical tools that supported collaboration from day one.
The redesigned artefacts were piloted with a newly formed engagement team through three facilitated workshops aligned to EY’s pillars: Better Me, Better Us, Better World.
Each workshop:
- Covered 3–4 artefacts
- Included 12 participants across client-facing and internal roles
- Combined guided use with reflective discussion
Findings included:
- Improved team alignment and clearer discussion of ways of working
- Positive feedback on practical relevance and clarity
Participants noted:
“The main thing you’ll get out of it is knowing how your team wants to operate.”
Challenges such as inconsistent attendance and the need for self-facilitation guidance informed further refinement.
Insights from the pilot led to several recommendations:
- Provide clearer guidance on how artefacts should be used in live engagements
- Continue testing and refining artefacts across different team types
- Encourage teams to intentionally allocate time for teaming activities
These recommendations were consolidated into a short project plan outlining next steps for broader rollout and continued refinement of the teaming service.
This project reinforced several key learnings:
- Products must fit seamlessly into existing workflows; heavy policies or rigid guidelines significantly reduce adoption.
- Low adoption is often a symptom of top‑down solution design, where organisational goals override user needs.
- Incorporating lived experience into product explanations dramatically improves clarity and relevance.
- “Speaking the user’s language” may require collaborative sense‑making before design begins.
The project also highlighted the flexibility of the design thinking process. At a macro level, the work represented an iteration phase on existing artefacts. At a micro level, each artefact went through its own full design cycle—research, reframing, prototyping, testing, and iteration—before being presented to senior leaders as a refined solution.