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:
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.
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.
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.
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.
Quick Retrospective Template
Works best for:
Education, Retrospectives, Meetings
A retrospective template empowers you to run insightful meetings, take stock of your work, and iterate effectively. The term “retrospective” has gained popularity over the more common “debriefing” and “post-mortem,” since it’s more value-neutral than the other terms. Some teams refer to these meetings as “sprint retrospectives” or “iteration retrospectives,” “agile retrospectives” or “iteration retrospectives.” Whether you are a scrum team, using the agile methodology, or doing a specific type of retrospective (e.g. a mad, sad, glad retrospective), the goals are generally the same: discovering what went well, identifying the root cause of problems you had, and finding ways to do better in the next iteration.
Priority Matrix Template
Works best for:
Business Management, Strategic Planning, Prioritization
If you need a little more than a basic to-do list, then you’d probably benefit from a Priority Matrix. The Priority Matrix template is designed to help you determine which tasks are critical so you can focus on the most urgent needs. In a 2x2 matrix, input your priorities based on whether they must be completed with high or low urgency and are of high or low importance. Applicable to project management and personal management alike, use the Priority Matrix template to improve business processes, create efficiency, remove blockers, and reduce operational waste.
Work Breakdown Structure Template
Works best for:
Project Management, Mapping, Workflows
A work breakdown is a project management tool that lays out everything you must accomplish to complete a project. It organizes these tasks into multiple levels and displays each element graphically. Creating a work breakdown is a deliverable-based approach, meaning you’ll end up with a detailed project plan of the deliverables you must create to finish the job. Create a Work Breakdown Structure when you need to deconstruct your team's work into smaller, well-defined elements to make it more manageable.