# Cross-discipline teams, Agile values and design workshops

*Platform Strategy Designer Study Guide · Intangible Deliverables · Last updated November 2, 2026 · https://www.certifyforce.com/study-guide/platform-strategy-designer/intangible-deliverables/cross-discipline-teams-agile-values-and-design-workshops*

How to build and support a cross-discipline strategy design team: the team-building questions, a small core team plus scoped expertise, diversity and belonging, the four moments teams need support, Agile values versus frameworks, and design studio and rapid sketching workshops.

- Certification: Salesforce Platform Strategy Designer
- Exam section: Intangible Deliverables
- Study guide: https://www.certifyforce.com/study-guide/platform-strategy-designer

**Official exam objective:**

> Given a scenario, utilize the tools for productive cross-discipline collaboration.

## What the exam expects

- Use the team-building questions to assemble a cross-disciplinary team, and structure it as a small core team with expertise scoped to key moments or added for a phase.
- Expand team criteria to represent the customers you want to reach, and cultivate a fair, welcoming culture of belonging.
- Support the team at kickoff, research, synthesis and review moments, and set the expectation for ambiguity.
- Strengthen team dynamics with safety, constructive conflict and asking for help.
- Distinguish Agile values and principles from frameworks and practices, apply the four Agile Manifesto values, and tell doing agile from being agile.
- Run a design studio workshop and rapid sketching.
- Key terms: **core team** (the small group dedicated to the challenge); **extended team** (perspectives that contribute without being on the core team); **knowledge infusion** (expertise added at key points without joining the team); **constructive conflict** (disagreement that surfaces obstacles before market); **Agile Manifesto** (four values from 2001); **design studio** (a 60-90 minute collaborative sketching workshop).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Example core-team commitment | At least eight weeks, full-time | [Assemble a Diverse Project Team](https://trailhead.salesforce.com/content/learn/modules/challenge-framing-and-scoping/assemble-a-diverse-project-team) |
| Team mix to check | Thinkers, doers, dreamers and tactical folks | [Assemble a Diverse Project Team](https://trailhead.salesforce.com/content/learn/modules/challenge-framing-and-scoping/assemble-a-diverse-project-team) |
| Four support moments | Kickoff, research, synthesis, review | [Assemble a Diverse Project Team](https://trailhead.salesforce.com/content/learn/modules/challenge-framing-and-scoping/assemble-a-diverse-project-team) |
| Synthesis anchor | The original challenge framing and what users said | [Assemble a Diverse Project Team](https://trailhead.salesforce.com/content/learn/modules/challenge-framing-and-scoping/assemble-a-diverse-project-team) |
| Agile Manifesto | 2001, 17 software engineers, four values | [Learn the Basics of Agile](https://trailhead.salesforce.com/content/learn/modules/salesforce-agile-basics/learn-the-basics-of-agile) |
| Agile principles | 12 | [Learn the Basics of Agile](https://trailhead.salesforce.com/content/learn/modules/salesforce-agile-basics/learn-the-basics-of-agile) |
| Scrumban | A mixture of Scrum and Kanban | [Learn the Basics of Agile](https://trailhead.salesforce.com/content/learn/modules/salesforce-agile-basics/learn-the-basics-of-agile) |
| Design studio length | 60 to 90 minutes | [Get Familiar with Relationship Design](https://trailhead.salesforce.com/content/learn/modules/relationship-design-for-ux-strategy/get-familiar-with-relationship-design) |
| Design studio presentation | 3 minutes per sketch | [Get Familiar with Relationship Design](https://trailhead.salesforce.com/content/learn/modules/relationship-design-for-ux-strategy/get-familiar-with-relationship-design) |
| Rapid sketching | Fold three times; eight ideas | [Get Familiar with Relationship Design](https://trailhead.salesforce.com/content/learn/modules/relationship-design-for-ux-strategy/get-familiar-with-relationship-design) |

## Check yourself

- Why did the Agile Manifesto's authors look for an alternative way of working?
- Which agile layer covers planning cadence, inspect-and-adapt and roles?
- When can rapid sketching be used?
- Why does the strategy design journey need a cross-disciplinary team?

## Sources

- [Assemble a Diverse Project Team](https://trailhead.salesforce.com/content/learn/modules/challenge-framing-and-scoping/assemble-a-diverse-project-team)
- [Learn the Basics of Agile](https://trailhead.salesforce.com/content/learn/modules/salesforce-agile-basics/learn-the-basics-of-agile)
- [Get Familiar with Relationship Design](https://trailhead.salesforce.com/content/learn/modules/relationship-design-for-ux-strategy/get-familiar-with-relationship-design)
- [Explore Intangible Deliverables](https://trailhead.salesforce.com/content/learn/modules/salesforce-strategy-designer-certification-prep/explore-intangible-deliverables)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 19 linked practice questions, and unlimited timed mock exams are included with the Platform Strategy Designer pack (USD $19): https://www.certifyforce.com/practice-exams