Skip Nav

How to Create a Team Charter for Success

The 6 Basic Steps To Follow When Writing Any Formal Team Charter

❶Skip to main content.

1. Background

Latest Webinars
Team Charter Sections:
Starting up a new team or project? Don’t forget your team charter!

We develop our solutions and services to meet the specific challenges and requirements of a wide variety of organizations.

Are you looking for an exciting and rewarding career with a stable, team-based and results-oriented organization? A team charter is a document that is developed in a group setting that clarifies team direction while establishing boundaries.

It is developed early during the forming of the team. The charter should be developed in a group session to encourage understanding and buy-in. The team charter has two purposes.

First, it serves as a source for the team members to illustrate the focus and direction of the team. Second, it educates others for example the organizational leaders and other work groups , illustrating the direction of the team. The charter also provides the information needed to reduce the risk of rework, enabling the team to get it right the first time. Team Purpose — This answers two questions: What problem are they facing and what would be an acceptable outcome?

Duration and Time Commitment — The amount of time the team will be working together needs to be documented for example is this a six month time frame? It may list departments included or excluded.

The scope, while setting parameters, also helps the team leader s easily identify tasks that are outside of the scope, minimizing scope creep. Members — Team leader and members should be listed individually. This provides recognition and enhances commitment. Alternate members can also be listed. The team sponsor from the leadership group needs to be assigned and listed after the team members.

When these questions are answered up front, teams and management get to see how the team contributes to the bigger picture. By starting with this background, you benefit from well-rounded perspectives. You also now have a team that knows their contributions are valid. The mission statement succinctly communicates what the team is setting out to achieve. You want it to be clear and memorable — but also specific enough to guide team members as they get to work.

Project manager Doug DeCarlo recommends a 3-sentence mission statement that contains the key information a team would need:. Once the mission is set, list the interim goals and objectives that must be attained on the way to project success. Whether you call them milestones, goals or outcomes, they are some of the most important elements of the team charter.

A clear mission objectives section is the foundation for the rest of the team charter and its importance cannot be overstated. It serves as the bedrock for the budget and resource allocation, it drives the number and type of the members you assign to the team, and it serves as a crystal-clear picture of what project success looks like.

Do you know what can banish scope creep or at least tame it? A super-clear mission and list of objectives. This swaying in the wind is particularly insidious because it looks and feels productive while killing your project from the inside.

In fact, you can count on changing at least something once the project is underway. Thousands of teams use Redbooth's easy-to-use project management platform to get more done. Get started for FREE. There are two basic approaches to budgets: Working top-down, from a more-or-less fixed amount that was handed to you Working bottom-up, looking at your project line-items and figuring costs. Looking for a primer? Your ability to hit your project goals is directly dependent on your ability get the people, equipment, and materials that your project needs.

Defining responsibilities — both for the project overall and in support of specific goals — is an important component of your team charter. A good roles and responsibilities matrix will outline who is responsible for project management activities, who key stakeholders are in which areas, who the executive sponsor is, and the individual team members responsible for key deliverables.

Being diligent here can really pay off. Finding and filling holes in skills and expertise becomes much easier when a matrix makes it clear what the team members bring to the table. Being extra-thoughtful and deliberate as you pick your team can also pay dividends, even though many teams are formed by default due to location or function. Check out his article to learn more about the art of team selection to help you form your team.

This is the section where you clarify how the work gets done.

For More Information

Main Topics

Privacy Policy

A Guide to Writing your Team™s Charter Statement A guide that serves to direct and motivate your team in its pursuit of future goals. Team Charter. 2 Effective Team Characteristics Effective team characteristics are important to know and understand.

Privacy FAQs

A team charter is a set of concepts and skills that focus your team; enabling them to quick start, engage effectively, break apart at project or role completion and reengage. In other words, it’s a road map of sorts that keeps the team focused on their purpose so they can achieve success.

About Our Ads

Team Charters: What are they and what’s their purpose? A team charter is a document that is developed in a group setting that clarifies team direction while establishing boundaries. It is developed early during the forming of the team. A work charter, also known as a team charter, is a document used to establish roles, operational budgets and goals for a given business project. A team leader draws up this document with the help.

Cookie Info

Writing A Team Charter - Our church operates using the Carver Policy Governance method when it comes to senior leadership. It's a "staff led" model, with the Leadership Team. All you need to know about creating a team charter that keeps all members of your team fully engaged and rowing in the same direction. Now you can begin to write them down and define them: Spell out who is doing what and for whom. Assess all the expertise needed for the team to achieve its goals. Note gaps to fill. Smartsheet Can Help.