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Team Charter: A Template for Effective Remote Team Alignment, Lecture notes of Leadership and Team Management

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.

What you will learn

  • What is the purpose of a Team Charter?
  • What are the key elements of a Team Charter?
  • How does a Team Charter help remote teams align on goals and processes?

Typology: Lecture notes

2021/2022

Uploaded on 09/27/2022

carlick
carlick 🇺🇸

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Title
Team
Date
Ver.
Team Charter
1.0
Introduction
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!
1/6
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pf4
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Title Team Date Ver. Team Charter 1.

Introduction

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 eectively. 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 dierences 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!

Customers

Whom does this team serve? What are their current and emerging needs? Customer Needs

Team Purpose and Goals

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

Who’s Who

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)

Important Meetings and Rituals

Event Frequency Objective

Information Sharing

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

Tools We Use

How do we connect with others and get work processed? Tool What we use it for E.g., Zoom

Key Processes

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: ___________________________