Team Charter Template
Align your team on your purpose and goals
About the Team Charter template
What is a team charter?
A team charter is a document that outlines your team’s purpose and objectives, as well as steps you will take to reach your goals. The team charter illustrates the focus and direction for 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.
When to create a team charter template
A team charter template is useful when you’re first establishing a new team, adding new members to an existing team, or when you need to better align regardless of your team’s tenure. No matter what kind of organization you’re in or what stage you’re at, there are many benefits to creating a team charter right away.
The advantages of using a team charter
A team charter is important for steering your team in the right direction, establishing boundaries, and getting things correct the first time. If every member of the team is clear on their roles, responsibilities, and purpose, they can focus on the right things—reducing the risk of inefficiencies, misunderstandings, and duplicate work.
Creating a own team charter from our 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. Set your goals for your particular team charter. Are you looking to understand the roles of everyone on your team? The team’s purpose, scope, core values, and measures of success? Start by selecting all the areas that are important to you.
Step 2: Collaborate with your team
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. 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 member’s strengths and weaknesses.
Now that the team is assembled and collaborating together, start by filling out each team member’s strengths and weaknesses. This serves as a resource the team can use to see who on the team is best suited for different tasks. Documenting strengths and weaknesses 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:
Metrics of success
Standards of quality
These will help guide your team by serving as a lasting, iterative reference point.
Step 5: Customize the team charter
Miro allows you to fully customize your team charter to fit your team’s specific 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 team charter. 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.
Team charters and the Tuckman Model
Another popular team building method used by businesses is the Tuckman Model. The Tuckman Model describes how leadership, interaction, and communication evolve throughout a team’s development to maximize productivity.
There are 4 stages in the Tuckman Model: forming, storming, norming, and performing. The first two stages are characterized by strong group leadership and uncertainty among the team, while the second two describe the formation of consensus and agreement that leads to productivity and decentralized decision-making. A team charter can help this process by plotting the development of a team, describing the team’s purpose and mission, and establishing the fundamental principles of the team’s approach. The guidance provided by a team charter will minimize uncertainty in the early stages of the Tuckman Model by demonstrating to team members what expectations and goals are, and describing specific steps to achieve them.
Examples of a team charter
Example 1: Sales Team
To identify and implement new strategies and processes for the sales team that will ultimately lead to increased sales and efficiency.
Composition and Roles
Sales Manager: The sales manager will oversee the implementation of strategies and processes to increase sales.
Account Executive: The account executive will build personal relationships with the client and deal with daily client-facing communications.
Development Rep: The development rep will identify potential opportunities for a sales and oversee the development of processes to more efficiently identify and qualify leads.
Customer Success: The customer success rep will develop processes to ensure that customers get the most favorable outcomes with the product.
Strengths and Weaknesses
Strengths: Our team is collectively experienced with selling various products in different markets and environments.
Weaknesses: The sales budget is relatively low and we don’t have many sales tools and platforms at our disposal.
Example 2: Academic Team
Combine various skill sets to conduct original research that builds upon existing research and tests various assumptions in other papers.
Composition and Roles
Team Manager: The team manager coordinates the goals and mission of the team with the individual skill sets to accomplish these goals.
Data Manager: The data manager oversees the acquisition and retention of data for the research project.
Research coordinator: The coordinator handles the day-to-day tasks involved with keeping the research team afloat, including scheduling and buying resources.
Research assistant: The research assistant will help carry out daily tasks involved with conducting the research.
Strengths and Weaknesses
Strengths: Our research grant gives us the leeway to utilize valuable and expensive resources, and coordinate with other research teams across the globe.
Weaknesses: We have to comb through a massive amount of data and have minimal manpower to do so.
A project plan is a single source of truth that helps teams visualize and reach project milestones. Project plans are most useful when you outline the project’s “what” and “why” to anyone who needs to give you project buy-in. Use a project plan to proactively discuss team needs; expectations; and baselines for timeline, budget, and scope. The plan will also help you clarify available resources before you kick off a project, as well as expected deliverables at the end of the project.
Venn Diagrams have been a staple of business meetings and presentations since the 1800s, and there’s a good reason why. Venn diagrams provide a clear, effective way to visually showcase relationships between datasets. They serve as a helpful visual aid in brainstorming sessions, meetings, and presentations. You start by drawing a circle containing one concept, and then draw an overlapping circle containing another concept. In the space where the circles overlap, you can make note of the concepts’ similarities. In the space where they do not, you can make note of their differences.
User Story Map Framework
Popularized by Jeff Patton in 2005, the user story mapping technique is an agile way to manage product backlogs. Whether you’re working alone or with a product team, you can leverage user story mapping to plan product releases. User story maps help teams stay focused on the business value and release features that customers care about. The framework helps to get a shared understanding for the cross-functional team of what needs to be done to satisfy customers' needs.
When your meeting is a success (and Miro will help make sure it is), participation will run high, brilliant ideas will be had, and decisions will be made. Make sure you don’t miss a single one — use our meeting notes template to track notes and feedback in a centralized place that the whole team can access. Just assign a notetaker before the meeting, identify the discussion topics, and let the notetaker take down the participants, important points covered, and any decisions made.
Is your team in a rut? Have you had a lingering problem that can’t seem to be solved? First introduced in 1972, S.C.A.M.P.E.R. is a brainstorming method developed by Bob Eberle, an author of creativity books for young people. This clever, easy-to-use method helps teams overcome creative roadblocks. S.C.A.M.P.E.R. walks you through seven questions that are meant to encourage your team to approach a problem through seven unique filters. By asking your team to think through a problem using this framework, you’ll unlock fresh, innovative ways to understand the problem you’re trying to solve.
Optimized processes, improved flow, and increased value for your customers — that’s what the Kanban method can help you achieve. Based on a set of lean principles and practices (and created in the 1950s by a Toyota Automotive employee), Kanban helps your team reduce waste, address numerous other issues, and collaborate on fixing them together. You can use our simple Kanban template to both closely monitor the progress of all work and to display work to yourself and cross-functional partners, so that the behind-the-scenes nature of software is revealed.