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Team Charter Template

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               Team charters can help teams, projects and organizations build the rules of engagement and roadmap needed to achieve their goals and objectives. To start the journey to success, download the team charter template created by GPetrium.

team charter template overview

How to use

               To start using the Team Charter, the lead should consider what will be the mission and objectives of the team charter in broader terms. It should be followed by identifying the personnel that will be involved in the team charter.

               Once that information is available, the lead should bring the team together and guide them through the process of building a team charter, helping to define each of the aspects that are available in the template. Different organizations and projects may require different roadmaps. To understand what each header in the team charter template means, refer to the information below:

Header

Project Name – Unique identifier for the team charter, usually the name of a project or program. The header may be changed to reflect one’s goal.

Date – Day of team charter creation or update.

Duration – The expected period in which the team charter will be used for. This can also be used to determine a time in which the team charter will be revised.

Mission – Short statement of why the project or program exists.

Objective – Indicates the reasoning to do said project.

Values – Provides space for 5 values that embody the team/organization, helping to set the pace of what it is all about.

Project Description – Provides context of what will be done with the project.

Team Charter Table – Serves as a RASCI chart that tells the team members who are involved, in what areas and their respective responsibilities. In some cases, when the number of members is higher than seven, the organization may benefit from creating a RASCI on its own. Other times, users may be encouraged to use the name of the team, team leader or point of contact to represent the group. Highly complex projects may also benefit from having a team charter specific to the different milestones.

  • Activity / Milestone – Actions or key events that need to be completed.
  • Names – Personnel or group involved in the team charter
  • Roles – Function of the person or group involved in the team charter.
  • RASCI – It is an acronym used to determine responsibilities, helping to ensure ownership and clarity. Its meanings are Responsible, Accountable, Supporting, Consulted and Informed. Each one has been color-coded with considerations for the color blind to help facilitate usage.

Expectations – Used to determine what will happen or is expected to happen within the team charter.

Communication Methods – Key methods of communication within the team. This may include video conferencing solutions such as Zoom, email services such as Outlook among others.

Resources – Provides the reader with a list of resources available regarding the Team Charter and its project. This may include a link to SharePoint and other organizational resources.

KPIs – Key performance indicators are the major drivers that tell the organization and its users how the project or team is coming along. It is possible to change the header to something else that is more relevant to one’s team charter [Refer to Header Changes]

Additional Comments – Gives the user space to contextualize anything else that may have been missed so far.

Header Changes – For the KPIs and Additional Comments, a drop-down option is available to change the header. This helps users create a Team Charter that is effective for their goals. The header names available at this time are Strength, Weaknesses, Quality Expectation, Deliverables, Risks, Resources and KPIs.

Team Charter Sample

team charter sample

To Print

               As usual, to print the Employee Training Tracker, click CTRL+P and choose the relevant printer.

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