This CEN Workshop Agreement (CWA) provides orientation for the management of building retrofitting projects based on enhanced shallow geothermal technologies. This document provides guidelines for the classification of an integrated design team and the identification of the primary roles of actors among the whole project life-cycle. This document also provides a general workflow for building retrofitting projects based on enhanced shallow geothermal technologies, to be adapted or modified considering the specificities of each project requirements, and site characteristics, and stakeholder profiles involved in the process. This CWA is not designed to support European legislative requirements or to address issues with significant health and safety implications. CEN and CENELEC are not accountable for its technical content or any possible conflict with national standards or legislation.