Team Charter

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 your 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. 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? 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 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.

Examples of a Team Charter template

Example 1: Sales Team Charter template

Team Purpose

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 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 Charter template

Team Purpose

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.

FAQ about the Team Charter template

What is included in a team charter?

A Team Charter template includes the following: the team's purpose, roles, people's professional profiles, values, and agreement. This template is an excellent way to create a team or project manifesto, where people can align on ways of working and consult when needed.

How do I create a team charter document?

You can create a Team Charter using one of Miro's ready-made templates. Make sure you add to your Team Charter the essentials: the team's purpose, roles, and core values. When using our template, Miro's tools allow you to customize and edit your Team Charter as you see fit, according to your team's needs and wishes. Our Team Charter template has a fully guided experience, with tips and directions for you to run a Team Charter meeting like a pro.

Team Charter Template

Get started with this template right now.

Related Templates
Breakout-group-thumb-web
Preview

Breakout Group Template

Works best for:

Education, Team Meetings, Workshops

Breakout groups provide an excellent opportunity for teammates to have candid conversations and connect on a more intimate level than is possible during a broader meeting. When you’re in a large group setting, it can be difficult for people to feel safe or comfortable speaking up. In a smaller group, participants can feel safer sharing their ideas. Since the group is more intimate, teams are empowered to participate rather than observe.

Breakout Group Template
SMART Goals Thumbnail
Preview

SMART Goals Template

Works best for:

Prioritization, Strategic Planning, Project Management

Setting goals can be encouraging, but can also be overwhelming. It can be hard to conceptualize every step you need to take to achieve a goal, which makes it easy to set goals that are too broad or too much of a stretch. SMART is a framework that allows you to establish goals in a way that sets you up for success. SMART stands for Specific, Measurable, Attainable, Relevant, and Timely. If you keep these attributes in mind whenever you set goals, then you’ll ensure your objectives are clear and reachable. Your team can use the SMART model anytime you want to set goals. You can also use SMART whenever you want to reevaluate and refine those goals.

SMART Goals Template
to-do-list-thumb-web
Preview

To-do List Template

Works best for:

Project Management, Education, Decision Making

A to-do list helps teams manage, organize, and prioritize their upcoming tasks. As a result, they can improve time management and streamline work operations. Using Miro’s to-do list template, teams create interactive, collaborative, and user-friendly task lists.

To-do List Template
Gap Analysis Thumbnail
Preview

Gap Analysis Template

Works best for:

Marketing, Strategic Planning, Business Management

Consider your team’s or organization’s ideal state. Now compare it to your current real-world situation. Want to identify the gaps or obstacles that stand between your present and future? Then you’re ready to run a gap analysis. This easy-to-customize template will let your team align on what obstacles are preventing you from hitting your goals sooner, collaborate on a plan to achieve those goals, and push your organization toward growth and development. You can focus on specific gap analyses — including for skills, candidates, software, processes, vendors, data, and more.

Gap Analysis Template
Status Report Thumbnail
Preview

Status Report Template

Works best for:

Project Management, Documentation, Strategic Planning

A status report provides a snapshot of how something is going at a given time. You can provide a status report for a project, a team, or a situation, as long as it emphasizes and maps out a project’s chain of events. If you’re a project manager, you can use this report to keep historical records of project timelines. Ideally, any project stakeholder should be able to look at a status report and answer the question, “Where are we, and how did we get here?” Use this template as a starting point to summarize how something is progressing against a projected plan or outcome.

Status Report Template
Gantt Chart Thumbnail
Preview

Gantt Chart Template

Works best for:

Project Management, Mapping, Roadmaps

Simplicity, clarity, and power — that’s what make Gantt charts such a popular choice for organizing and displaying a project plan. Built upon a horizontal bar that represents the project progress over time, these charts break down projects by task, allowing the whole team to see the task status, who it’s assigned to, and how long it will take to complete. Gantt charts are also easily shareable among team members and stakeholders, making them great tools for collaboration.

Gantt Chart Template