Team Charter Template
Align your team with your purpose and goals with a team charter template.
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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:
Communication and tools
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.
PI Planning Template
Works best for:
Agile Methodology, Strategic Planning, Software Development
PI planning stands for “program increment planning.” Part of a Scaled Agile Framework (SAFe), PI Planning helps teams strategize toward a shared vision. In a typical PI planning session, teams get together to review a program backlog, align cross-functionally, and decide on the next steps. Many teams carry out a PI planning event every 8 to 12 weeks, but you can customize your planning schedule to fit your needs. Use PI planning to break down features, identify risks, find dependencies, and decide which stories you’re going to develop.
Huddle Board Template
Works best for:
The Huddle Board Template is a digital and interactive tool that fosters seamless team collaboration. Mimicking the traditional physical boards used in office environments provides a visual platform where teams can organize tasks, share updates, and track progress. One standout benefit of this template is its real-time collaboration feature. With it, team members can instantly share feedback, change tasks, or raise queries, ensuring everyone is aligned and updated, significantly reducing miscommunication and streamlining project execution.
Burndown Chart Template
Works best for:
Project Management, Agile Workflows, Mapping
Whoa whoa whoa, pace yourself! That means knowing how much work is left—and, based on the delivery date, how much time you’ll have for each task. Perfect for project managers, Burndown Charts create a clear visualization of a team’s remaining work to help get it done on time and on budget. These charts have other big benefits, too. They encourage transparency and help individual team members be aware of their work pace so they can adjust or maintain it.
Monthly Planner Template
Works best for:
Operations, Strategic Planning, Project Planning
To knock out every task and accomplish every goal for the month, it helps to take a big picture, 10,000 foot view of things—meaning a 30-day view. That’s why a monthly calendar can come in so handy, especially on bigger projects. Use our template to create a visual representation that helps you track and space out every deadline and to-do, both for individuals and full teams. You’ll even be able to customize it your way, with images, video, and sticky notes.
Cross Functional Flowchart
Works best for:
Flowcharts, 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.
Communications Plan Template
Works best for:
Marketing, Project Management, Project Planning
You saw the opportunity. You developed the product. Now comes an important step: Find your audience and speak to them in a way that’s clear, memorable, and inspiring. You need a communications plan—a strategy for controlling your narrative at every stage of your business—and this template will help you create a good one. No need to build a new strategy every time you have something to communicate. Here, you can simplify the process, streamline your messaging, and empower you to communicate in ways that grow with your business.