How to improve team alignment by overcoming the greatest barriers

Reading time: about 9 min

Topics:

  • Hybrid work
  • Visual collaboration

The common thread across all successful teams—be that a soccer team, a band, or a rescue team—is that they are aligned. Each team member understands the plan and their role within it. And they know that it only takes one person who's not aligned to throw off an entire play, show, or mission. 

The same is true for teams in the workplace: Everyone needs to be in alignment for a project to meet its deadline and goals. Unfortunately, that’s far easier said than done. In a recent survey that Lucid commissioned, 41% of respondents who were concerned about project deficiencies reported that their teams lacked alignment. 

Poor project handoffs, frequent miscommunications, and wasted time have become so commonplace that many teams seem to have accepted misalignment as an unavoidable side effect of today’s complex work environments

But teams don’t have to (and should not) settle for this less-than-ideal way of working.

To understand how to improve team alignment, you must first get to the root cause of your problems. Luckily, based on the responses in our recent survey, we’ve uncovered some of the most common barriers to team alignment. Keep reading to see which apply to your team (and get tips for overcoming each barrier). 

What is team alignment, and why does it matter anyway?

Team alignment is when every member of a team, functional or cross-functional, understands the team’s goals, priorities, and plans at any given point in time.

It’s important to note that team alignment isn’t the same as team agreement. In fact, well-aligned teams often have disagreements—it’s a key part of innovation. The trick is that aligned teams can effectively communicate their dissenting opinions, consider each voice, and agree on how they will move forward together. 

Benefits of team alignment

Why is it worth it to put in the effort to improve team alignment? When teams are aligned, they:

  • Reduce miscommunications: Aligned teams rarely experience the stomach-sinking feeling of dropping the ball because team members misunderstand their roles or objectives. These teams know they can’t rely purely on memory, so they’ve mastered means to communicate and document information in the clearest way possible. 
  • Meet deadlines consistently: When teams are aligned, there is little to no information loss between team members as the project moves through different stages of the workflow. As a result of their efficiency, they rarely miss deadlines. 
  • Increase agility: Teams that know how to not only reach but also maintain alignment are able to respond quickly to changes and feedback. They’re adept at sharing information and making decisions, so sudden shifts don’t throw these teams completely off track. 

The greatest barriers to team alignment (and how to overcome them)

Team alignment isn’t something that some teams have and some teams don’t. All teams can improve their alignment if they’re intentional about identifying (and removing) the barriers in their way. 

Here are the greatest alignment challenges that teams experience today:

1. Teams spend too much time getting on the same page 

Think of how much time you’ve spent explaining a complex project to someone, maybe via email, instant messaging, or even a meeting—only to re-explain it when a new team member jumps on the project. Words simply leave too much room for misinterpretation and confusion, and using more words to clarify complexity is just not efficient.

Surprisingly, Lucid’s survey shows that over a quarter (28%) of workers lack a clear way to visualize project status, team members, or other project details such as dependencies. Without a straightforward way to quickly understand project information, teams will undoubtedly spend too much time getting on the same page.

Solution: Use visuals to create a shared understanding

Visuals allow teams to create a shared language that simplifies even the most complex concepts. Our survey respondents agreed, with 76% saying visuals are very or extremely important to achieving a shared understanding. The faster teams can create and share these visuals, the more efficiently they can align.

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Imagine if instead of trying to type out the various stages of a project process—let’s say, a content marketing workflow—you could simply create and share a diagram. Editors, writers, and designers can understand the entire production process and their specific part in it within a matter of minutes, leaving little to no room for misinterpretation.

A Lucidchart diagram of a content review process being auto-generated using AI
Create diagrams in Lucid faster than ever. Simply enter a prompt and let AI create your diagram.

Pro tip: If creating a diagram sounds intimidating, try generating a diagram automatically in Lucidchart by typing in a prompt of your choosing. 

2. Teams rely too heavily on meetings to reach alignment 

Using meetings as the only touchpoint for project updates is not only inefficient and exhausting, but it also leaves major knowledge gaps for anyone who may have missed the meeting. And even for those who could attend, a lot can change in between meetings, leaving teams misaligned more often than aligned.

In fact, our survey shows that 28% of workers are unsure of a project’s status at any given point in time. I’m sure we’d all agree that we don’t need another meeting, so what can teams do instead?

Solution: Leverage asynchronous channels 

Asynchronous collaboration is a skill and practice that aligned teams can’t live without. By working together asynchronously, teams can cut down on meetings while continuously staying informed on projects. 

Of course, asynchronous work doesn’t mean just canceling meetings and hoping for the best. It requires intentional and strategic enablement, with the right tools and processes. One of the most important things that teams risk losing without meetings is context around goals, timelines, roles, and processes. 

For async collaboration to work, focus on providing this context through other means, like visuals or video recordings. With visual collaboration software like Lucid, teams can leave comments and sticky notes directly on the part of the diagram, timeline, or other visual they have a question about—no need to wait for a meeting.

A Lucidchart account ownership diagram with a Loom recording
Use videos and visuals to provide project context without needing a meeting.

Pro tip: Try integrating Lucid with Zight or Loom to combine the power of visual collaboration with video recordings to master the skill of collaborating asynchronously.

3. Teams are using too many tools 

Teams today use many different tools in their workflow—project management software, video conferencing tools, email, instant messaging—the list goes on. While each tool is valuable on its own, there are unintended consequences of using too many. 32% of Lucid’s survey respondents say using a mix of applications leads to misalignment in project teams.

The more tools a team uses, the more time they spend jumping between tools, learning new interfaces, and finding project updates. 

Solution: Standardize your team’s tech stack

Start by looking for opportunities to standardize the tools your team uses and when. For example, you may decide that all simple updates are shared in a team Slack channel, but more collaborative activities like brainstorming and planning take place in your visual collaboration software. You can create team agreements around how you’ll collaborate and make decisions so there’s no ambiguity.

Next, take advantage of the integrations your tools offer. Look for ways to streamline communication and information sharing so your team doesn't have to switch between tools to work.

Lucid universal canvas
Lucid is the only visual collaboration solution that supports the entire project workflow. Click on the image to learn more.

Pro tip: With Lucidchart for technical diagramming and Lucidspark for virtual whiteboarding in one shared platform, teams can use Lucid across the entire project workflow. Universal canvas makes it easy to switch seamlessly between products so you can take advantage of each purpose-built toolset when you need it.

4. Teams can’t find relevant project info 

It’s a familiar scenario: You remember seeing an important document shared in a meeting but can’t seem to find it when you need it. Before you know it, you’ve spent the better part of an hour digging through email threads or searching various shared drives, only to find an old version of the document you need. 

When information is shared across different channels—Slack, email, meetings, Google Docs, Figma files, or anything else—it’s hard to know where to go for relevant project resources. In fact, one-third of Lucid’s survey respondents said they don’t know where to go to get project resources. This confusion is not only frustrating but also a considerable time sink. The good news? It doesn’t have to be.

Solution: Create a single source of truth

If your team uses more than a couple of tools in their daily work, you could benefit from a single source of truth (SSOT). The goal of your SSOT should be to centralize all project resources and communication under one roof so your team always knows where to look for the most up-to-date information. 

How to create a SSOT

Get the step-by-step guide for creating a single source of truth your team will actually want to use.

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To maximize alignment, your SSOT should include team roles and responsibilities, contact information, working hours, your team mission, commonly used resources or templates, and project timelines.

The idea isn’t necessarily to replace your existing tools that serve a distinct purpose but to bring them together. For example, teams can use Lucid as an SSOT by embedding links from other places—maybe Figma, Microsoft, Google, and more—into a shared team space.

A generic team space in Lucid with timelines, a Dynamic Table, and embedded project links
With Lucid, you can create a visual, cloud-based SSOT for team members to access all important, up-to-date documentation.

Pro tip: In Lucid, you can now create a team hub as a one-stop shop to coordinate work. Here, you can pin your team space and centralize all team information and resources.

5. Teams lack clarity around priorities 

There’s nothing worse than a collaborative meeting or workshop that doesn’t end with any clear next steps—yet far too many do. According to our survey, 29% of workers say they often lack a clear understanding of the next steps after a brainstorm or project kickoff.

When teams aren’t aligned on roles and timelines, they may miss deadlines, duplicate work, or need more meetings to clarify what should have been clear in the first place.

Solution: Document decisions

Whenever a decision is made in a meeting, be sure to record it in a shared space, such as your SSOT. To create this documentation naturally, you can practice digital-first collaboration—that is, using digital means as a backdrop for any collaborative activities. 

For example, if a team uses visual collaboration software to brainstorm during a meeting, they’ll organically create a record of all ideas in a shared space. Then, they can organize and prioritize these ideas in the same virtual space either during or after the meeting. 

This way, the entire team (even members who weren’t involved in the decision) can reference the shared document and quickly understand the next steps

A Visual Activity in Lucidchart for ranking items in order of priority on a scale of one to five
Use Visual Activities in Lucid to share interactive polls with all stakeholders. Then, automatically aggregate the results to see areas of agreement or dissent.

Pro tip: With Lucid, you can use Visual Activities to capture all team members’ input. Then, through an AI integration with Slack, you can summarize boards in the tools your team uses most frequently. 

Increase team alignment with Lucid

The Lucid Visual Collaboration Suite is purpose-built with features to improve team alignment at every stage of the workflow—from idea to reality. In fact, 83% of users say that Lucid increases alignment among their hybrid teams (according to a recent survey of Lucid users).

With Lucid, teams can:

  • Collaborate, solve problems, and make decisions together on a shared canvas.
  • Use Lucid’s intelligent features to create and interpret visuals faster than ever.
  • Create a team hub to centralize all key project resources and communication.

Maximize team alignment with Lucid

We’re continually investing in ways to improve team alignment. Uncover our latest innovations here.

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About Lucid

Lucid Software is a pioneer and leader in visual collaboration dedicated to helping teams build the future. With its products—Lucidchart, Lucidspark, and Lucidscale—teams are supported from ideation to execution and are empowered to align around a shared vision, clarify complexity, and collaborate visually, no matter where they are. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit lucid.co.

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