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 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!
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