Team Charter Template
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DePaul University *
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584
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Management
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May 9, 2024
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docx
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How to Create a Team Charter
One of the first steps toward becoming a great team is to develop a team charter
. A
team charter represents an agreement among team members as to how the team will work together in making decisions and sharing responsibility in getting the team’s work done. Although team charters typically result in a written document that can be revisited anytime during a given project, the real value of a team charter is the opportunity to establish clear expectations for team member behavior
.
Exercise to Create a Team Charter
1. Individual Preparation – Pre-work
. Prior to developing the team charter with other team members, each team member should answer the following key questions about their personal capabilities. It is critical that individuals provide honest responses because future work assignments might hinge on the responses provided:
Tell the team a little bit about yourself (where you grew up, current work role,
career aspirations, and how you spend your free time).
Provide your primary contact information and the best method to contact you
with short notice.
Indicate your availability in terms of hours and days and preferred work times.
Articulate your best business-related strengths and areas for which you’re entirely uncomfortable or inexperienced.
Indicate your preferences to communicate with others (e.g., face-to-face, email, etc).
Is there anything the team should know about you or any constraints that could impact your ability to be a productive team member during the project period?
2. Hold a Team Charter Meeting
.
Share team member information from step one above.
As a team, discuss how the members would like to operate the team and the type of team member behaviors they most desire. Complete the table on the following page – ideally you share this file to Teams or Google Drive where everyone can view and comment.
3. Create Draft Document and Review. Assign one team member the responsibility of producing a document representing the team’s discussion and agreement on the questions contained in the team charter (and any others added by the team during the discussion). Share the draft among the team and incorporate any edits or changes that are warranted. Include all preferred contact information of all team members on the bottom of the document. This should all be done prior to the next meeting following the team charter discussion
4. Review, Sign, and Bring to All Team Meetings
. Have all team members electronically sign the final copy as an endorsement of their commitment to the team charter and turn in one copy to the instructor. Bring the signed copy to all
team meetings and review it as necessary when discrepancies exist regarding agreed upon acceptable behavior.
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