Developing a Group Contract

Note: Want to skip the guide and go straight to the free templates? No problem - scroll to the bottom.
Also note: This is not legal advice.

Introduction

Creating a group contract is essential for teams looking to work together efficiently and effectively. Having a clear agreement in place helps to provide clarity on the expectations, roles, and responsibilities of each team member. It structures the goals of the team and sets out how these will be accomplished, as well as outlining expected behaviour from each individual. A group contract also serves to protect the team from external risks, while providing a sense of security that everyone is being held accountable for their actions.

The Genie AI team understand how important it is for groups of people to come together and collaborate on projects in an open and honest way - without fear of judgement or criticism - fostering a sense of trust amongst team members. That’s why Genie AI has developed the world’s largest open source legal template library; millions of datapoints teach their AI what constitutes a market-standard agreement, enabling anyone to create high quality documents without paying a lawyer.

Group contracts are not only used by teams working with large-scale projects with lots at stake; even small-scale activities benefit from having agreements in place which outline behaviour expectations and promote accountability amongst all involved. With this guide, you can access our free templates today - no Genie AI account necessary - for step-by-step guidance on creating your own group contract tailored to your specific needs. Get started now!

Definitions (feel free to skip)

Short-term and long-term goals - Goals that are either aimed at achieving results in the near future (short-term) or in the distant future (long-term).
Key performance indicators - Specific metrics used to measure success or progress towards a goal.
Roles and responsibilities - The tasks and duties that each group member is assigned to complete.
Method of communication - The type of communication (email, phone calls, text messages, etc.) used between group members.
Frequency of communication - How often group members communicate with each other (daily, weekly, etc.).
Decision-making authority - Who is in charge of making decisions for the group.
Decision-making criteria - The process used to decide on a course of action.
Conflicts and disagreements - Disagreements between group members on a particular topic.
Ground rules - Rules that govern the behavior and communication of the group.
Accountability - Who is responsible for completing each task or goal.
Timelines and deadlines - The amount of time that is allocated for completing a task or achieving a goal.
Review process - The process used to evaluate the progress of a group.

Contents

• Establishing group goals and expectations
• Setting short-term and long-term goals
• Identifying key performance indicators
• Creating a timeline for goal achievement
• Clarifying roles and responsibilities
• Identifying the team members and their roles
• Defining expectations for each role
• Establishing primary and secondary responsibilities
• Agreeing on communication protocols
• Establishing the method of communication
• Establishing frequency of communication
• Establishing a shared platform for communication
• Identifying decision-making processes
• Establishing decision-making authority
• Establishing decision-making criteria
• Establishing a process for making decisions
• Resolving conflicts and disagreements
• Identifying potential areas of disagreement
• Establishing protocols for addressing conflicts
• Establishing a process for resolving disagreements
• Establishing ground rules
• Identifying ground rules
• Clarifying expectations for team members
• Defining accountability
• Establishing who is accountable for what
• Establishing consequences for non-compliance
• Establishing timelines and deadlines
• Establishing deadlines for completion of tasks
• Establishing timelines for goal achievement
• Establishing a review process
• Establishing criteria for reviewing progress
• Establishing a timeline for reviews
• Finalizing and signing the contract
• Reviewing and revising the contract
• Obtaining sign-off from all parties

Get started

Establishing group goals and expectations

• Brainstorm a list of expectations for group members
• Agree on group goals for the project
• Have each member sign the contract as a commitment to the group
• Make sure all members are on the same page and understand the expectations
• Once all members have agreed and signed off, you can move on to the next step.

Setting short-term and long-term goals

• Discuss the group’s long-term goals and the steps necessary to get there
• Agree on a timeline for achieving the goals and set short-term goals that will help the group reach their long-term goal
• Outline the milestones needed to reach the short-term goals and identify the responsibilities of each group member
• Establish a timeline for each short-term goal and assign deadlines for each
• Make sure that the goals are achievable, realistic and measurable
• When the goals and timeline have been agreed upon, document the agreement in a group contract
• Once the group contract is signed, the group has reached the end of this step and can move on to the next step of identifying key performance indicators.

Identifying key performance indicators

• Brainstorm with the group and identify measurable performance indicators that can be used to assess progress towards the goals
• Set a timeline for assessing the performance indicators, and decide how often they will be monitored
• Create a system for tracking performance indicators and ensure everyone in the group is aware and can access it
• When all of the performance indicators have been identified, agreed upon, and set up in a tracking system, this step is complete and you can move on to creating a timeline for goal achievement.

Creating a timeline for goal achievement

• Discuss with the group what the timeline should be and agree on a timeline for goal achievement.
• Brainstorm ideas and agree on a timeline that is realistic, achievable and takes into account any external factors that may affect the timeline.
• Take into account the amount of time needed to complete each task, resources required and the availability of these resources.
• Assign tasks to group members and provide a timeline for each task.
• Agree on deadlines for each task and milestones for the entire project.
• Document the timeline and milestones in the group contract.
• Check that everyone agrees with the timeline and milestones and make any necessary revisions.

How you’ll know when you can check this off your list and move on to the next step:

• Once the timeline has been agreed upon and documented in the group contract, you can move on to clarifying roles and responsibilities.

Clarifying roles and responsibilities

• Make a list of all the tasks that need to be completed in order to achieve the goal.
• Assign tasks to each member of the group and make sure everyone is clear on what tasks they are responsible for.
• Discuss any roles and responsibilities that might overlap between members.
• Make sure everyone is aware of any deadlines for tasks.
• When all tasks are assigned and everyone is clear on their roles and responsibilities, check this step off the list and move on to the next step.

Identifying the team members and their roles

• Brainstorm a list of team members, their roles and responsibilities, and any other necessary information
• Create a spreadsheet that outlines the information you brainstormed
• Have each team member review and sign the spreadsheet
• Make sure each team member is aware of their roles and expectations
• Once everyone has reviewed and signed the spreadsheet, you can move on to the next step.

Defining expectations for each role

• Outline the expectations for all team members in terms of their roles and responsibilities
• Ask everyone to review the expectations and provide feedback
• Address any questions or concerns that have been raised
• Modify the expectations as needed to ensure everyone is in agreement
• Once everyone is in agreement, document the expectations for each role
• Ensure that each team member has a copy of the expectations for their role
• Check off this step when everyone has a copy of the expectations for their role and are in agreement.

Establishing primary and secondary responsibilities

• Agree on the primary and secondary roles each group member will assume.
• Ensure all roles are necessary for the team to function properly.
• Assign roles based on each person’s strengths, interests, and availability.
• Record the roles in the group contract.
• When everyone has agreed on the primary and secondary roles, you can check this off your list and move on to the next step.

Agreeing on communication protocols

• Brainstorm the type of communication protocols the group should use and why
• Discuss how often communication should take place and the various ways in which communication should take place (e.g. in-person meetings, phone calls, emails, etc.)
• Discuss any specific topics that should be discussed at meetings
• Come to a consensus on the communication protocols that will be used and document them
• Once everyone agrees on the communication protocols and they have been documented, the group can move on to the next step of establishing the method of communication.

Establishing the method of communication

• Identify preferred communication methods among members of the group (e.g. email, video conferencing, etc.)
• Discuss the pros and cons of each method and come to a consensus on the method that works best for everyone
• Decide on a system for shared communication (e.g. shared email address, group chat, etc.)
• Decide on a primary method of communication for the group
• Establish protocols for when and how communication should be used (e.g. email for formal communication, group chat for faster communication, etc.)

When you can check this off your list and move onto the next step:

• Once all members of the group have agreed on a preferred method of communication, protocols for when and how communication should be used, and any other details related to communication, you can move onto the next step.

Establishing frequency of communication

• Discuss the frequency of communication that will work for all members of the group
• Consider the needs of the group, such as the timeline and workload of the project
• Agree on the frequency of communication that is practical and manageable for all members
• Establish check-in times throughout the duration of the project
• Decide who is responsible for initiating communication in the group
• Note down all decisions in the group contract
• Once all decisions are noted, check off this step and move on to the next step in the group contract.

Establishing a shared platform for communication

• Brainstorm with the group about the best platform for communication (e.g., email, messaging app, video conferencing app).
• Determine the most suitable platform for the group based on the group’s needs and preferences.
• Setup the platform and make sure all group members have access to it.
• Test the platform to make sure it works correctly and all group members are comfortable using it.
• You’ll know you can check this off your list and move on to the next step when you have established a shared platform for communication that all group members are comfortable using.

Identifying decision-making processes

• Develop a decision-making process that works for the group. Questions to consider include: how quickly do decisions need to be made, what is the process for voting, how will dissent be handled, and how will decisions be communicated?
• Brainstorm and discuss the best process to use for decision-making in the group.
• Agree on a process that works for the majority.
• Document the decision-making process so there is a clear understanding of how decisions will be made.
• You can check this off your list once the decision-making process has been documented and agreed upon.

Establishing decision-making authority

• Determine who has the authority to make decisions within the group.
• Consider assigning a specific person to have primary decision-making authority or a rotating decision-maker.
• Discuss and determine the roles and responsibilities of each group member in making decisions.
• Establish clear guidelines for when and how decisions are to be made.
• Agree upon a process for resolving conflicts around decision-making.
• When all group members have agreed upon the decision-making authority, check this step off your list and move on to the next step of establishing decision-making criteria.

Establishing decision-making criteria

• Decide what criteria the group will use to make decisions (ex. Majority rule, unanimous decision, etc.)
• Be sure that every member of the group is aware of and agrees to the criteria.
• Discuss and agree on potential exceptions to the criteria, if any.
• Outline consequences for failure to adhere to the criteria.
• Record the criteria and any exceptions in the group contract.

Once these steps have been completed, the group can move on to the next step of establishing a process for making decisions.

Establishing a process for making decisions

• Discuss how decisions will be made within the group: voting, consensus, small group decisions, etc.
• Outline the process for making decisions so that everyone is clear on the expectations.
• Be sure to define roles and responsibilities for making decisions.
• Make sure all members are aware of and understand the process for making decisions.
• Once you have established the process for making decisions, check this step off your list and move on to resolving conflicts and disagreements.

Resolving conflicts and disagreements

• Brainstorm potential solutions and come up with a plan for how to resolve the disagreement.
• Decide on a method for resolving the disagreement that is agreeable to all members.
• Agree on steps to take to prevent similar disagreements in the future.
• Ensure that all members are comfortable with the resolution and that it is fair and equitable.
• Document the outcome of the resolution in the group contract.

Once the resolution is discussed and agreed upon, the group can check if off their list and move on to the next step.

Identifying potential areas of disagreement

• Brainstorm a list of potential areas of disagreement that may arise in the group
• Consider the unique personalities and dynamics of the group
• Discuss these areas of disagreement with the group and come to a consensus on how to address them
• When everyone in the group is in agreement about the potential areas of disagreement and how to address them, you can check this step off your list and move on to the next step.

Establishing protocols for addressing conflicts

• Brainstorm and discuss potential conflicts that could arise within the group.
• Collaboratively develop a set of protocols that all members of the group can agree on for addressing conflicts.
• Consider how to handle miscommunications, how to defuse disagreements, and how to ensure all members feel heard.
• Ensure that the protocols are clear, actionable, and agreed upon by all members.

Once the protocols have been established, the group can move on to the next step of establishing a process for resolving disagreements.

Establishing a process for resolving disagreements

• Brainstorm possible ways to resolve disagreements such as discussion, mediation, and voting
• Discuss and agree on which of the brainstormed methods should be used in the group
• Document all agreed-upon methods of resolving disagreements, including any details such as who will be involved in the discussion, how the voting will take place, etc.
• Have each member of the group sign off on the agreement
• Once all members have agreed and signed off, the process for resolving disagreements is complete and you can move on to the next step.

Establishing ground rules

• Brainstorm a list of ground rules for the group to follow
• Discuss and agree on the ground rules as a group
• Make sure all ground rules are in line with the overall goals of the group
• Write down the ground rules and have each member sign the contract
• Review the contract regularly to ensure everyone is following the rules
• When everyone is in agreement and has signed the contract, this step is complete

Identifying ground rules

• Brainstorm a list of ground rules for the team to follow
• Discuss each ground rule and ensure everyone agrees with each one
• Consider how to best enforce the ground rules, if needed
• Record the ground rules in a written group contract
• Ensure everyone in the team has a copy of the group contract
• When everyone agrees to the group contract, and it is written down, you can move on to the next step.

Clarifying expectations for team members

• Ask each team member about their expectations for the team and their own role.
• Make sure that the expectations for the team and for individual team members are realistic, achievable, and specific.
• Record the expectations of the team and each member in a written contract.
• Ask each team member to sign the contract to show their commitment to the expectations.

You can check this step off your list once you have a written contract that all members have agreed to and signed.

Defining accountability

• Define what accountability means for the group – this should include how to handle and respond to any issues that might arise, such as missed deadlines or poor communication.
• Establish a process for conflict resolution and how the team will handle disagreements.
• Outline expectations for communication, such as when and how often the group will check in with each other.
• Determine how often the group will review the contract and if any changes will need to be made.
• Create a plan for how the team will document their progress and successes.

You will know you can check this off your list and move on to the next step when all members of the group have agreed to the accountability measures outlined in the contract.

Establishing who is accountable for what

• Discuss with the group who will be accountable for which areas and agree on who will be responsible for what.
• Create a list of things that need to be done, and decide who will be accountable for each one.
• Make sure everyone understands their responsibilities, and that everyone is comfortable with their role.
• When everyone is clear on their roles and responsibilities, record the responsibilities in the group contract.
• Check off this step when everyone has agreed to their roles and responsibilities and these have been recorded in the group contract.

Establishing consequences for non-compliance

• Discuss with the group what should happen if any member does not comply with the contract
• Decide on a consistent set of consequences that apply to all members
• Make sure all members understand the consequences of not complying with the group contract
• Document the consequences in the contract
• Check that all members have agreed to the consequences and sign the contract
• Once the members have agreed and signed the contract, you can move on to the next step of establishing timelines and deadlines.

Establishing timelines and deadlines

• Discuss and agree on timelines and deadlines for completing tasks as a group.
• Break down tasks into manageable chunks and set deadlines for each.
• Consider the availability of each group member and other factors that may affect the deadlines.
• Ensure that each deadline is realistic and achievable.
• Assign tasks to each member and set deadlines for each task.
• Document the agreed upon deadlines and timelines.
• When all tasks have been assigned and deadlines are agreed upon, you can move on to the next step.

Establishing deadlines for completion of tasks

• Establish deadlines for each task that the group commits to completing.
• Have each member of the group commit to completing their task by the established deadlines.
• Establish a timeline for the completion of the entire project, and use the individual deadlines to ensure that the timeline is met.
• Make sure to leave room for unexpected delays or changes in the timeline.
• Once all deadlines have been established and committed to, you can move on to the next step.

Establishing timelines for goal achievement

• Set a timeline for each goal that the group has set.
• Discuss and agree on a timeline that is realistic and achievable.
• Determine how often the group will meet to review progress.
• Decide how to measure the progress towards the group’s goals.
• Outline a plan of action that will be used to reach the group’s goals.
• Establish deadlines for each step of the plan of action and make sure that everyone is aware of them.
• Once these timelines have been established, the group can check off this step and move on to the next one.

Establishing a review process

• Establish a plan and timeline for how your group will review its progress.
• Consider how often you will review progress, and how you will go about doing so.
• Include ways to assess if individuals are meeting their goals, and if the team as a whole is achieving its objectives.
• Determine who will be responsible for leading and facilitating the review process.
• Decide how review sessions will be documented and shared with the group.
• Agree on a plan for addressing any issues that arise during the review process.

Once you have established a plan and timeline for how your group will review its progress, you can check this off your list and move on to the next step.

Establishing criteria for reviewing progress

• Brainstorm criteria for evaluating progress that all group members can agree on
• Examples of criteria include meeting deadlines, completing assigned tasks, and demonstrating collaboration
• Use these criteria to develop a rubric for evaluating progress
• Once the criteria and rubric are agreed upon by all group members, the step is complete

Establishing a timeline for reviews

• Set a timeline for how often the group should review progress, such as monthly or quarterly
• Decide how long reviews should last and how they will be conducted
• Determine who will lead the reviews, such as the facilitator or a rotating member of the group
• Agree on any expectations for the reviews, such as whether members must prepare something in advance
• Discuss any consequences or rewards that may apply based on the group’s performance
• Once all of the details have been established, the participants should all agree on the timeline for reviews
• When everyone is satisfied with the timeline, you can check it off the list and move on to finalizing and signing the contract.

Finalizing and signing the contract

• Finalize the contract by making sure all the agreed-upon items by the group are included in the document
• Have each group member sign the contract to signify their agreement to the terms
• Make sure all signatures are included on the document
• Once all signatures are present, the contract can be officially declared as finalized and signed by the group
• When all the signatures are present, the contract is complete and you can check this off your list and move on to the next step.

Reviewing and revising the contract

• Read the final contract to ensure all points are addressed.
• Make any necessary changes or revisions suggested by any of the involved parties.
• Have each party review the revised contract and provide feedback.
• Make any further changes as needed.
• You can check this off your list and move on to the next step once all parties have approved the revised contract.

Obtaining sign-off from all parties

• Send a copy of the contract to all people in the group
• Ask for each person in the group to sign the contract
• Ensure that all parties agree to the terms of the contract
• Once all parties have signed the contract, it is officially in effect and ready to be used
• How you’ll know when you can check this off your list and move on to the next step: once all parties have signed the contract.

FAQ:

Q: Will developing a group contract be beneficial for my business?

Asked by Jada on May 16th, 2022.
A: Developing a group contract can be beneficial in many ways, as it sets out clear expectations between the parties involved and can protect both parties’ interests. It can help to set clear boundaries, define roles and responsibilities and ensure that all parties are aware of their obligations. It also helps to avoid disagreements and disputes in the future by setting out agreed terms. Ultimately, a group contract can ensure that all parties are clear on their rights and obligations, and can be a useful tool in protecting both sides.

Q: What is the difference between a group contract in the UK, USA, and EU?

Asked by Jayden on March 3rd, 2022.
A: The main differences between a group contract in the UK, USA, and EU are mainly related to the laws and regulations governing them. In the UK, for example, Group Contracts are generally governed by the Contracts Act of 1990 which provides guidance on how to form a legally binding agreement between multiple parties. In the USA, contracts are usually governed by state specific legislation which may vary from state to state. Similarly, in the EU there are different laws applicable to each country. It’s important to understand which laws apply to your situation before entering into any agreement.

Q: What type of clauses should I include in my group contract?

Asked by Noah on August 5th, 2022.
A: When creating a group contract it is important to include clauses that clearly define the rights and responsibilities of each party involved. This could include clauses outlining how disputes will be resolved, how changes or amendments to the agreement will be handled and what remedies are available if any of the terms are breached. It is also important to include clauses that protect confidential information or set out intellectual property rights. Furthermore, if any of the parties involved have special requirements or needs then these should also be included in the agreement so that all parties are aware of them.

Q: How do I ensure my group contract is legally binding?

Asked by Isabella on July 4th, 2022.
A: To ensure that your group contract is legally binding you need to make sure that it meets all of the legal requirements for contracts in your jurisdiction (i.e UK/USA/EU). This means that you need to make sure that it meets all of the legal requirements for contracts such as having sufficient consideration (i.e money or other goods/services) for both parties, having an offer and acceptance of terms by both parties and having a clear intention to create legal relations between both parties. You should also ensure that all parties involved have given their consent to enter into the agreement before signing it so that it is legally binding.

Q: What happens if one party breaches their obligations under the group contract?

Asked by Emma on January 9th, 2022.
A: If one party breaches their obligations under a group contract then this may give rise to legal action against them by either party depending on the terms set out within the agreement and applicable law in your jurisdiction (i.e UK/USA/EU). Generally speaking this would involve one party seeking damages or compensation from another party if they have suffered loss or damage due to their breach of obligations under the agreement. Depending on the nature of the breach there may also be additional remedies available such as injunctions or specific performance orders which would require one party to take a certain action or refrain from taking certain actions as set out within the agreement.

Q: How do I create an enforceable group contract?

Asked by Liam on April 2nd, 2022.
A: To create an enforceable group contract you need to make sure that it meets all legal requirements for contracts in your jurisdiction (i.e UK/USA/EU). This means making sure that there is sufficient consideration for both parties involved, offer and acceptance of terms by both parties, clear intention to create legal relations between both parties and consent from all parties involved before signing it so that it is legally binding. You should also make sure that you include any relevant clauses such as those related to dispute resolution and intellectual property rights as well as any special requirements or needs that any of the parties involved may have.

Q: Are there any additional considerations I should take into account when developing a group contract?

Asked by Ava on November 17th, 2022.
A: Yes, when developing a group contract there are several additional considerations you should take into account such as making sure you consider any potential conflicts of interest between any of the parties involved as well as making sure you consider any potential tax implications or liabilities associated with entering into such an agreement in your jurisdiction (i.e UK/USA/EU). You should also consider whether you need any specific insurance policies or other protection measures in place before signing such an agreement as well as making sure you have taken advice from qualified professionals if necessary (such as solicitors). Finally you should also consider whether any particular industry standards apply which may affect how you draft your agreement so that it is compliant with these standards where applicable.

Example dispute

Raising a Lawsuit Based on a Group Contract

• Consult relevant legal documents, regulations and civil law to determine if a lawsuit can be raised and if so, the legal requirements for doing so.
• Determine information or actions that have occurred that could be the basis for a lawsuit.
• Consider possible settlements that could be reached and how a settlement could be enforced.
• Determine if there are damages involved and if so, how they should be calculated.
• File the lawsuit and provide evidence that the group contract was violated and how the plaintiff was affected.
• If the plaintiff can prove that the group contract was violated, the plaintiff may be able to win the lawsuit and receive damages.

Templates available (free to use)

Group Contract

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