May 29, 2018

Team Charter Template

What is Team Charter?

Working in a team can be great especially if all team members work well together. Teams that work together often need to have a direction towards which they are headed and know what is expected from them and what is the end goal. Team Charter Template helps recognize this for team.
Team Charter, Team Charter Template
Team Charter Template

If there is no guidance it is highly likely that the team members may head in different directions. For this purpose, a team charter may be used which is a document that defines the purpose of the team – why it exists, how it will work and what is expected of them to achieve as a team.

In the absence of such a document, the team may end up focusing on the wrong objectives, under utilize or wrongly utilize the available important resources and can fail miserably which will impact the overall organization as a whole.

Team Charter Definition

A team charter is a document that is created in conjunction with the whole team that provides a direction to the team while clearly setting out/establishing boundaries. A team charter is usually prepared in the early stages when a team is formed. This helps in ensuring that the team members are aware and focused on the right things from the start. Involving team members while preparing the charter is also recommended to ensure their support and buy-in.

A team charter is a road map defined at the beginning of the project to make sure everyone is made aware of the direction in which the team is heading and also serves as a reference document when tough times are faced by the team during the course of the project.

The team charter should provide a concise vision and mission that everyone in the team stands by. To create an effective and successful team charter, it is essential to involve all team members. A well-crafted team charter shows all expectations clearly. It can also solve issues/problems that usually occurs during the project and may also help to avoid new problems from arising. Once a team charter is complete, it serves as a guide for the team along the path for success.

Charters can be created by top management and presented to the team members or vice versa.

Team Charter Template

Though the format of a team charter can differ from situation to situation and from team to team, it generally has the following basic fields to capture the correct objectives.

Team Name: Team for which the charter is being created

Date: Date when the team charter was prepared

Team Leader: Name of the individual who leads the team

Team Sponsor: The individual who has funded the project and has an important say in the project decisions.

Team purpose/Context: This is the introductory section of the charter. It notes the reason for the team’s existence, the issue/problem which is assigned to team and asked to solve, how the problem impacts the larger scope/objectives of the organization and the consequences of permitting the problem go unchecked. This helps the teams to understand how they contribute to the important and bigger picture. It also helps to get a consensus on the team’s mission and objectives that follow this.

Mission and Objectives: The mission statement mainly communicates to the team what it has to achieve. It is important for the mission statement should be clear and concise for guidance of team members along the project.

Once a mission is set, the next step is to list down the goals and objectives that must be met in project’s journey to success. They could be milestones or outcomes, but these are few among most important parts of the charter.
Clearly defined mission objectives are the foundation for the remaining part of the team charter. It serves as a document to determine the number of members to be assigned to the team and also helps to determine the success criteria for projects.

Scope: This section of the charter mentions the scope of the team’s charter. This is basically an opportunity to define for operational boundaries within which the team is allowed to operate.

Team Members: This section lists down the names of the team members.

Roles & Responsibilities: Define the team members and the stakeholders who are held responsible for the project, accountable for the results, those who need to be consulted during the progression and those who need to be kept informed along the way.

Resources: This section lists out, the resources currently available to support the team. This might include a facilitator, trainers or funds. 

Signature: Serves as an agreement between the sponsor, team leader and the team members.

Once a team charter is completed, it is essential for the team sponsor/leader to sign it. Signing off the document helps to confirm the top management’s support and commitment to the team.

To summarize, a team charter is a powerful document and provides a common understanding of how a team gets its work done. It helps them to remain focused, thereby increasing the chance of a successful outcome.


No comments:

Post a Comment