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The steps for creating a Team Charter, a living document that helps remote teams align on goals, processes, tools, and ways of working. The charter is created through a collaborative session where team members discuss customers, team purpose and goals, strategy, who's who, important meetings and rituals, tools they use, and key processes. The document also includes team norms to ensure effective communication and collaboration.
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Title Team Date Ver. Team Charter 1.
A Team Charter helps make the implicit explicit. With a massive shift in remote working, team alignment on goals, processes, tools and ways of working is increasingly important. Use this template to gather team input and learn more about preferences so you can support your goals and each other e ectively. Try these steps especially if it’s your first time or you’re in need of a major refresh: ❏ Distribute the template ahead of time to the team along with any specific prompt questions you want them to think about e.g. do we need to increase our security protocols? The team has scaled, do we need a new resourcing tool? What should be our response time expectations right now? ❏ Book a 2-hour kick o session and a collaboration tool like Miro, Jam Board or Mural. ❏ Assign a Facilitator and Scribe to capture notes and outcomes, as well as adjustments to the Charter ❏ Work through each section, brainstorming and gathering inputs. ❏ Be prepared to discuss underlying assumptions and di erences people may have - the conversations here are at least as important as the document ❏ Capture the items that the team agrees on and book follow-up sessions to talk more about those they don’t or that you don’t get to ❏ Assign further research needs (for new tools, etc) as needed ❏ Regroup to finalize and book a date to review again. This is a living document that should adapt with the team and their way of working. ❏ Run a retro on how things went!
Whom does this team serve? What are their current and emerging needs? Customer Needs
What is our core work: the work that must be done above all else? Refer back to your customers’ needs to make sure these align. “Lights On” Work “Bets” What outcomes do we want to achieve, and how can we measure them? Goal Timing
If you’re missing clarity use our role call or role design worksheet. Role Role Purpose Role rights - what decisions can you make? Who plays this role on the team (Name)
Event Frequency Objective
What information do we need to share on a day to day basis to move forward and achieve our goals? Where do we store it? Who updates it and how often? Information Where it lives How and when we update
E.g. Meeting Minutes Posted in project slack channel
How do we connect with others and get work processed? Tool What we use it for E.g., Zoom
Identify the five to nine critical steps in your most important or most frequent processes. Focus on “killer items” that are easy but dangerous to forget. Process 1: ___________________________