Team Charter
A Team Charter workshop brings a team together to build one shared document that spells out why the team exists, what it is here to achieve, who does what, and how people will work together. They leave with a single reference they can pin up, revisit and hold each other to, rather than a set of assumptions living in different heads.
✓ Created by former KPMG & McKinsey consultants
What You'll Achieve with the Team Charter Workshop
Real outcomes that transform your team
A clear, shared purpose statement that aligns team efforts.
Measurable goals that provide clarity on team expectations.
Explicit roles and responsibilities that reduce overlap and confusion.
When to Use the Team Charter Workshop
Perfect for these situations and team challenges
When a new team is formed and needs to establish a clear direction and roles.
During team restructuring to align the new members on shared goals and responsibilities.
How the Team Charter Workshop Works
A step-by-step breakdown of the workshop process
1Step 1: Check-in and Frame the Charter
Ground the group by welcoming them and explaining the purpose of the charter. Participants share their hopes for the team and clarify what a charter is.
2Step 2: Purpose
Teams collaboratively create a shared statement of their purpose, beginning with individual contributions and refining them into one agreed statement.
3Step 3: Goals and Success Measures
Participants identify key goals for the team and agree on measurable indicators to track progress, prioritizing the most important goals collectively.
4Step 4: Roles and Responsibilities
The team clarifies individual roles and responsibilities for major areas of work, ensuring that ownership is explicit and any overlaps are resolved.
Key Topics Covered in the Team Charter Workshop
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