Aligning on Shared Goals with Product and Design

cross-teamMid10–15 min
How to Use This: Run this roleplay with 2–3 people, or try it solo by voicing each role. Use curveballs to test flexibility. Reflect afterward to see what worked—and what didn’t.

Roleplay Scenario

Scenario Overview

Your team is gearing up for a new project that involves close collaboration with the product and design teams. You're coming together to align on shared goals and ensure everyone is on the same page before work kicks off. The aim is to create a cooperative atmosphere where each team feels heard and valued, while also addressing any potential resource constraints or conflicting priorities.

Roles & Setup

Role A – Engineer (You)
You're here to represent the engineering team, ensuring technical feasibility while supporting creative ideas.
Your goal: Facilitate a discussion that aligns technical and creative perspectives, and highlight any potential technical challenges early on.

Role B – Product Manager
You're overseeing the project’s vision and business goals, with a list of features stakeholders are keen on.
Your goal: Prioritize features that align with business objectives and stakeholder expectations, while being open to technical and design input.

Role C – Designer
You're focused on the user experience and visual aspects of the product, armed with initial design drafts.
Your goal: Advocate for the best possible user experience and design quality, while being open to feedback on technical feasibility and business priorities.

Suggested Openers

Engineer:

  • “Hey everyone, I’m really looking forward to working together on this. Let’s talk about how we can align our technical capabilities with the creative vision and business goals.”
  • “I’m excited about this project. How can we make sure our ideas are both innovative and technically feasible?”

Product Manager:

  • “Great to see everyone here. Let's make sure we’re all on the same page with our priorities so we can meet user needs and business objectives.”
  • “Let's chat about how we can balance our roadmap with technical feasibility and design excellence.”

Designer:

  • “Hi all, I’m excited to share some initial design concepts. I’d love to discuss how we can make these ideas work within our technical and business constraints.”
  • “Looking forward to collaborating on this. Let’s see how we can adapt the designs to fit our technical capabilities while keeping our vision intact.”

Sample Roleplay in Action

Engineer:
“Thanks for joining, everyone. I’m really excited about this project. Let’s talk through any technical constraints that might influence our designs and feature priorities.”

Product Manager:
“Thanks for kicking things off. From the product side, our top goals are to boost user engagement and meet stakeholder expectations with key features like [Feature A], [Feature B], and [Feature C]. How do these line up with what we can technically achieve?”

Designer:
“I’m excited to show you some design concepts aimed at enhancing user engagement. I’m open to feedback, especially regarding any technical constraints that might affect these designs.”

Engineer:
“That sounds great. We’ll need to think about our current infrastructure and resource availability, especially for [Feature B], which might need significant backend changes. How should we handle this?”

Product Manager:
“If [Feature B] is going to be a resource drain, maybe we can roll it out in phases or move it to a later release?”

Designer:
“I’m flexible with tweaking the designs to fit our technical constraints. Maybe we can focus on delivering [Feature A] and [Feature C] first, and iterate on [Feature B] later.”

Engineer:
“Agreed. How about we set up regular check-ins to tackle any technical challenges and ensure we’re aligned with both creative and business goals?”

Product Manager:
“Sounds good. I’ll keep stakeholders in the loop about our progress and any timeline changes. Let’s keep the lines of communication open.”

Designer:
“Perfect. I’ll refine the designs based on today’s feedback and get ready for our next sync. Looking forward to seeing how this comes together.”

Post-Scenario Tools

Curveball Mode (Optional)

Throw in one of these mid-roleplay to test adaptability:

  • The product manager gets urgent feedback from a major stakeholder, altering initial priorities.
  • The designer unveils a concept requiring significant technical changes, but the timeline is tight.
  • You uncover an unexpected technical limitation during the conversation.

Reflection Checklist

As the Engineer:

  • Did you address technical feasibility without stifling creativity?
  • Did you facilitate a balanced discussion that included all perspectives?
  • Did you proactively identify potential technical challenges?

As the Product Manager:

  • Did you prioritize business goals while remaining open to technical and design input?
  • Did you ensure the team stayed focused on shared objectives?
  • Did you manage stakeholder expectations effectively?

As the Designer:

  • Did you advocate for user experience while considering technical and business constraints?
  • Did you remain open to feedback and collaboration?
  • Did you align design goals with project objectives?

Common Mistakes to Avoid

  • Focusing solely on your own objectives without considering others’
  • Overlooking potential technical or resource constraints in favor of creative ideals
  • Allowing the conversation to become siloed without cross-team engagement
  • Failing to revisit and adapt plans based on new information

Pro Tip

Effective cross-team collaboration relies on continuous communication and flexibility. Approach these discussions with an open mind and a willingness to adapt, and you’ll build a stronger, more cohesive team effort.