Team Charter Template

Follow these steps to create a team charter:

Step 1: Select the team charter template
Start by selecting the team charter template. Involve the entire team by inviting members to collaborate on the board. This ensures understanding and buy-in from everyone.

Step 2: Set your team's purpose
Define your team’s purpose, mission, goals, and measures of success. Let each member share their thoughts on why the team exists and what you're trying to achieve. Use FigJam’s features like @mention, video conferencing, or chat for remote input.

Step 3: Determine your team roles and people
Document each member’s professional roles and responsibilities. This ensures that tasks are assigned to the right people based on their skills, preventing issues later on.

Step 4: Brainstorm with your team
Work together in real time to brainstorm key aspects such as:

• Core values
• Decision making
• Conflict resolution
• Key stakeholders
• Communication and tools
• Accountability

These elements will guide your team as a long-term reference point.

Step 5: Customize the team charter template
Tailor the template to your team’s needs by adding documents, photos, videos, or PDFs to store all relevant information in one place. Synthesize the ideas into a structured chart, get feedback from the team, and share it with your wider organization.

Why should you use a team charter template?

Using a team charter template is essential for ensuring your team’s success. It’s particularly useful when forming a new team, welcoming new members, or improving alignment within an existing team. A team charter outlines the goals, roles, responsibilities, and expectations of each member, helping everyone stay focused on the same objectives.

The team charter template helps set a clear direction, improving communication, collaboration, and decision-making. It reduces the risk of inefficiencies, misunderstandings, and duplicate work by defining each person’s role and ensuring they focus on relevant tasks. Additionally, it clarifies boundaries, specifying what the team can and cannot do.

In short, a team charter template ensures your team stays aligned, productive, and efficient, leading to better outcomes and smoother collaboration.

Can I customize a team charter template to suit my team's needs?

Yes, most team charter templates are customizable, allowing you to adapt them to the unique goals, structure, and dynamics of your team.

Are there different types of team charter templates?

Yes, templates can vary in complexity and focus. Some are designed specifically for project management or team roles, while others offer a comprehensive overview of the team’s purpose and operations.

How do I ensure the team charter remains relevant and current?

Regularly review and update the team charter, especially when there are changes in team objectives, membership, or operational procedures.

Can I collaborate with team members when creating a team charter?

Yes, involving team members in the creation process ensures everyone understands the team’s goals and dynamics, fostering better alignment and buy-in from the group.