Team Charter Template
Align your team with your purpose and goals with a team charter template.
About the Team Charter Template
A team charter is a document that outlines your team’s purpose and objectives, as well as the steps you will take to reach your goals. The team charter illustrates the focus and direction of all team members. When created collaboratively, the team charter is a great way for individuals to feel even more connected to one another within the group.
Create your own team charter template
Creating a team charter involves just a few simple steps. From setting goals and brainstorming to alignment and communicating your charter to partners, here’s how to begin:
Step 1: Select the team charter template
Get started by selecting the team charter template. Successful team charters are created when the entire team is involved. Miro’s team charter templates allow you to invite team members to join your board and collaborate. This helps ensure understanding and buy-in from everyone.
Step 2: Set your team's purpose
Set your goals for your particular team charter. Are you looking to understand the roles of everyone on your team? What is the team’s purpose, mission, goals, and measures of success? Let each person share their thoughts about why your team exists, what you’re trying to achieve, and how the team is trying to achieve it. Use the @mention feature or the video conference/chat if you need input from others remotely.
Step 3: Determine your team roles and people
Now that the team is assembled and collaborating together, start by filling out each team member’s professional profiles and responsibilities. This serves as a resource the team can use to see who on the team is best suited for different tasks. Documenting your team's best skills can prevent issues down the road with the wrong team members being assigned to tasks they’re not well suited for.
Step 4: Brainstorm with your team
This is the most important step in creating a team charter using our template. In real time, brainstorm with your team on the following:
Core values
Decision making
Conflict resolution
Key stakeholders
Communication and tools
Accountability
These will help guide your team by serving as a lasting, iterative reference point.
Step 5: Customize the team charter template
Miro allows you to fully customize your team charter to fit your team’s needs. You can upload other file types, such as documents, photos, videos, and PDFs, to store all relevant information in one place. Synthesize the ideas and suggestions into a structured org chart. Get a round of feedback from your team to make sure nothing was missed and the team is aligned. Then share it with your wider organization.
Why should you use a team charter template?
Creating an org chart is crucial for ensuring your team's success. It is particularly beneficial when initiating a new team, introducing new members to an existing one, or when you need to improve alignment regardless of your team's tenure. A team charter is a document that outlines the goals, roles, responsibilities, and expectations of the team members.
A team charter template helps to establish a clear direction for the team, leading to increased productivity and better outcomes. Creating a team charter ensures everyone is on the same page, working towards the same goals and striving towards the same vision. It sets the foundation for effective team communication, collaboration, and decision-making.
The advantages of using a team charter template are many. For one, it helps to reduce the risk of inefficiencies, misunderstandings, and duplicate work. With clear roles and responsibilities outlined in the team charter, each member can focus on the right tasks and avoid wasting time on tasks irrelevant to their position. Additionally, team charter templates help establish boundaries, clarifying what the team can and cannot do.
To summarize, creating a team charter template is essential for steering your team in the right direction, setting boundaries, and getting things right the first time. By outlining the team members' goals, roles, responsibilities, and expectations, you can ensure everyone is aligned and working towards the same vision. This, in turn, leads to increased productivity, improved outcomes, and a more efficient team.
Can I customize a team charter template to suit my team's needs?
Yes, most team charter templates are customizable, allowing you to tailor them to the specific goals, structure, and dynamics of your team.
Are there different types of team charter templates?
Yes, team charter templates can vary in complexity and content, with some focusing on specific aspects such as project management or team roles, while others provide a comprehensive overview of your team's purpose and operations.
How do I ensure the team charter remains relevant and current?
It's important to regularly review and update your team charter as needed, especially when there are changes in team objectives, membership, or operating procedures.
Can I collaborate with team members when creating a team charter?
Yes, involving all team members in developing the team charter is often recommended to ensure everyone has a clear understanding of the team's goals, structure, and dynamics. This also helps to ensure buy-in, clarity, and alignment among team members.
Get started with this template right now.
Team Meeting Agenda Template
Works best for:
Documentation, Team Meetings, Workshops
Making the time for your team is important to help you to make decisions, align on priorities, and move in the same direction together. Team meeting agendas help add a schedule and structure to your allocated time slot when you need to share information and collaborate with your team. They also allow your team to agree on goals, talking points, action items, and who will lead the next steps. Uninterrupted team meeting time with an agenda can help your team review progress against OKRs, share updates, discuss roadblocks, and brainstorm ideas.
This or That Template
Works best for:
Marketing, Meetings, Workshops
If you’re a social media manager, a designer, or just someone who loves photography, then you’ve probably seen the “This or That” game on Instagram. The premise is simple: You make two parallel lists that pit a series of choices against each other, like “apples or oranges” or “pizza or hot dogs”. The Instagram user chooses between the various options by circling the one that they prefer. Then they share the completed game with their followers. Although it was popularized on Instagram, you can use This or That on other social media platforms too, or even your website or blog.
The Lightning Product Audit
Works best for:
Product Management, Planning
The Lightning Product Audit template streamlines product evaluation processes with a comprehensive framework. By assessing key areas such as market fit, user experience, and feature performance, this template enables teams to identify strengths, weaknesses, and areas for improvement swiftly. With sections for conducting SWOT analysis, user feedback review, and competitive benchmarking, it facilitates data-driven decision-making and prioritization. This template serves as a catalyst for refining product strategies and driving continuous improvement.
Cross Functional Flowchart
Works best for:
Org Charts, Business Management
Have a quick look at everyone on a project and see exactly what they’ll contribute. That’s the clarity and transparency a cross-functional flowchart will give you. These are also called “swim lane” flowcharts because each person (each customer, client, or representative from a specific function) is assigned a lane—a clear line—that will help you visualize their roles at each stage of the project. This template will empower you to streamline processes, reduce inefficiencies, and make meaningful cross-functional relationships.
Work Plan Template
Works best for:
Mapping, Project Planning
A work plan is essentially a roadmap for a project. It articulates the steps you must take to achieve the desired goal, sets demonstrable objectives, and establishes measurable deliverables. An effective work plan guides you throughout the project lifecycle, allowing you to realize an outcome by collaborating with your team. Although work plans vary, they generally contain four core components: goals, strategy, tactics, and deliverables.
Meeting Reflection Template
Works best for:
Meetings, Brainstorming, Team Meetings
When schedules get hectic, “learning by doing” becomes the default way to learn. So make time for your team to learn in other valuable ways — by reflecting and listening. Led by “learners,” (team members who share with the rest of the team), a meeting reflection lets teammates share new information about a client’s business or an internal business initiative, offer problem-solving techniques, or even recommend books or podcasts worth checking out. Meeting reflections also encourage colleagues at all levels to engage in each other’s professional development of their teammates.