Team Charter: A Roadmap for Successful Team Development

Each team member within a business offers unique skills, experiences, strengths, and sometimes difficulties. This mix can either boost the workflow or create hurdles. You’re expected to manage multiple projects, move fast, and be adaptable. Even though you’re all aiming for the same big picture, individual goals can vary.

How do you all stay aligned? This is especially tough in today’s work environment, with team members possibly spread out, working remotely or in different time zones and across various office locations. Your team might work at other times, but you still want to achieve results together. Creating a team charter can help unify your team and clarify your objectives.

In this guide, we’ll cover the basics: what a team charter is, how to make one, and some examples to motivate and inspire you.

Business Team Charter

What is a Team Charter?

A team charter is a document that outlines the overall objectives of a project team. It clearly outlines your team’s mission, what you’re supposed to do, your goals and deliverables, and how committed you are to the project and each other.

For projects that need to be done by a specific time, it clearly states how long it should take and what’s expected at the end. The best team charters are more than just formalities; they clearly explain what the team is focused on, where it’s going, and what it shouldn’t do. This helps prevent confusion, double work, and doing things over and over, ensuring everyone is working towards the same goals and knows their own job in reaching those goals.

Benefits of Having a Team Charter

Creating a team charter gives a group a guide for making decisions, solving problems, and reaching goals together and individually. This document helps everyone understand and align with each other, creating a solid base for working together well. Here are the benefits of a well-made team charter:

Enhancing Transparency and Accountability

Transparency leads to clarity, which makes accountability simple.  When a team or company embraces transparent communication and expectations, it builds a culture of trust. Leaders who share essential information show they trust their team.

This creates a positive environment where everyone feels valued and crucial to the team’s goals, leading to more engagement and better results. Also, when everyone knows their specific roles and responsibilities, it’s hard for anyone to avoid their work. This motivates people to do well and meet the team’s expectations, increasing accountability across the board.

Clarity and Structured Guidance

Creating a cohesive charter document helps define the project’s goals, why it’s being done, and the expected results. It covers all aspects of how the team will work together in detail, acting as a guide to keep your team on track. This clarity and structured direction are crucial for keeping the focus and staying aligned during the project.

Streamlining Team Management

For managers, the creation of a team charter helps execute planning, organizing, leading, and oversight. It removes the need to get into the minutia of  each task during collaborative work, which can be overwhelming and inefficient. By outlining critical details from the start, the team charter is a versatile tool that simplifies management, allowing leaders to empower their team with clear expectations.

Create an Effective Team Charter

How to Create an Effective Team Charter?

Creating a team charter makes for a cohesive and productive team. The key is doing the detailed planning up-front, inviting input from the pertinent parties to make sure everyone is clear and in agreement before the project begins.

This team charter template outlines straightforward steps and tips for drafting a charter. Think of it like a blueprint that outlines the key results and who is doing what – setting the foundation for collaboration and success, without compromising efficiency.

Pro tip: Revisit the team charter whenever new team members join.

Team Mission and Values

Begin by establishing the team’s mission statement – why does it exist, and what is it here to do? Brainstorm which shared values can help guide how you approach work. This can include your company’s core values, and perhaps other behavioral “agreements” that the team is committing to for the project at hand, i.e., expectations around responsiveness, collaboration, privacy, etc. This segment should articulate:

  • The essence and purpose of the team.
  • Clear objectives and responsibilities.
  • Core values and behavioral agreements that unify the team.
  • Parameters for decision-making both within and outside the team.
  • The broader organizational context in which the team operates.

Operational Framework

Next, dive into understanding the team’s role within the organizational structure. This entails identifying:

  • Individuals or entities to which the team is accountable.
  • Collaborative interactions with other organizational units.
  • Distinctive skill sets that set the team apart.
  • Clear delineation of team boundaries and scope.

Team Composition and Roles

In a collaborative work environment, defining each team member’s roles is crucial, particularly for remote teams. Clarify:

  • Participation criteria and individual contributions.
  • Specialized roles that complement the team’s objectives.
  • Formation and function of any sub-teams or task forces.

Team Objectives and Goals

Armed with a clear understanding of roles, the team leader should facilitate the articulation of objectives, possibly through group consensus-building activities. Define:

Work Processes and Communication

Once the key elements are established, collaborate on formalizing implementation workflows. This includes determining:

  • Task execution methods and procedural expectations.
  • Frequency and format of team meetings.
  • Communication channels within the team and with organizational stakeholders.
  • Responsibilities for agenda management and coordinating input from necessary parties.

Get the Most out of Your Team Charter

5 Tips to Get the Most out of Your Team Charter

Now that you know the benefits, these tips will help you get the most out of your team charter, ensuring it’s not just a piece of paper but a helpful guide that leads your team to success.

Build Your Charter Early On

Creating a team charter early, as soon as the team is made, is critical to building a teamwork culture. This ensures everyone can share their ideas, creating a feeling of ownership and agreement. Starting early gives a clear goal, showing the direction and behaviors expected, and preventing breakdowns before they begin.

Make Your Charter Visible to Everyone

Make sure everyone on the team can access your team charter. Using teamwork tools like Mural or online whiteboards helps team members quickly look at and refer to the charter easily. This keeps the team’s shared purpose, goals, and values in everyone’s mind, keeping the group on track.

Consider Your Charter as an Evolving Document

While the team’s objective might be firm, it’s possible that the charter document will need to evolve as discoveries or setbacks occur within a project. pen discussions and feedback are crucial for tweaking the charter to keep it up-to-date and in tune with the team’s shifting needs. Make updates to the charter when new members come on board, or significant changes happen so it always mirrors the team’s current situation and goals.

Use Your Charter for Accountability and Direction

Use a team charter to guide the team’s work, not for strict rules or watching over them. It should remind everyone of their duties and shared goals, promoting self-management and autonomy. Think of the charter as a guiding light, not a rule book.

Review Your Charter Regularly

Include regular checks of your charter in your team’s quarterly reviews or other check-up meetings. These checks are great chances to see how the team is doing, spot any issues, and adjust the charter as needed. This helps keep the charter up-to-date and valuable, supporting the team successes.


How long should a team charter be?

The size of a team charter varies based on the team’s goals and how complex they are. A good charter is usually short and clear, about one to four pages. It needs to be long enough to include important details like the team’s purpose, objectives, roles, rules, and how decisions are made. But it must also be short enough so people can read and refer to it easily. The idea is to find the right balance: give enough information to direct the team’s work without making it too detailed or heavy.

What is the difference between a team charter and a team contract?

A team charter and a team contract set clear rules for working together but have different focuses. A team charter is made when a team is formed. It explains the team’s goal, what roles everyone has, and how they’ll work together. It guides the team’s direction and priorities.

A team contract, made by the team members, is more about the day-to-day. It lists the promises, behaviors, and standards everyone agrees to follow to work well together. It’s mainly used to keep expectations clear and solve any issues, acting as a detailed rulebook within the team charter’s broader strategy.

What is not a function of a team charter?

A team charter isn’t a strict set of rules that limits creativity or individuality. It’s not for micromanaging or punishing every little deviation from the plan. It’s a guide that helps provide clarity, direction, and teamwork. It promotes open communication, respect, flexibility, and accountability, allowing the team to adjust as the project grows and new challenges emerge.

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