10 Free Team Charter Templates

When people with different skill sets and abilities are pulled together across all backgrounds and demographics, their main aim is to see a project to completion. This pull of people needs a common agenda that unites them toward their purpose.

They say a chain is only as strong as its weakest link. This means that for a team to achieve its full potential, all members of the team need to synchronize their interests and work well together despite their differences. This can only be achieved by clearly defining the processes to be taken, how the team will operate, and the objectives of the project. Falling out of line and focusing on the unimportant parts of the project is within human nature. This is why having a team charter is essential.

So, what is a Team charter? A team charter is a document that acts as a visual representation of the objectives of a particular team. The charter contains the guidelines created within a group environment that helps to describe the team’s mission, how it will function, and their expected outcomes, all while defining boundaries within the team.

It includes a set of directions that the team and its project sponsors generate at the start of the process to ensure everyone involved is on the same page and to provide guidance when challenges arise. A charter aims to eliminate misunderstandings about the team’s role in the project and helps them gain a broader perspective. A team charter is essential for group members and upper, and middle-level management.

Team Charter Definition
Team Charter Definition

Team-charters should be created immediately after a team has been formed. This ensures that all the team members stay concentrated on the essential aspects from the go. However, creating a team charter can be beneficial if a team is going through a misunderstanding and the people need to refocus on the project’s objectives. Developing a charter within a group setting encourages understanding and increases the rate of buy-ins.

What Is Included in the Team Charter?

Every document has a unique structure that sets it apart from identifying as a piece of paper with scribbles. A team charter is not any different. While there are some variations between the structures, some key elements always manage to stand out. For example, a team that has been brought together to help push the organization’s brand will have the following as part of its Team-charter Template.

The Mission

Mission statements are a way for a company to demonstrate its purpose. The same applies to team-charters. They help outline the team’s purpose and role while explaining how you intend to achieve that purpose.

An example of a mission statement could be: To increase the visibility of the organization’s brand through online and offline campaigns, SEO strategies, and content marketing so that within six months, the target audience would have been made aware of the organization’s existence.

The Objective

The difference between a mission and an objective is a thin line that is almost transparent. However, while mission statements tell the public about the role of your team and the strategies used to achieve that purpose, objectives are more direct and straight to the point. For example: to achieve brand visibility, increase customer interactions, generate recruiting leads, increase the rate of conversions of recruiting leads to customers, etc.

The Context that Led to Its Formation

This defines the value of the team and goes on to show the main reason or reasons that led to its formation. It explains why the group was created, the problem it is attempting to solve, how this issue fits into the institution’s overall organizational goals, and the possible repercussions of the situation going unsolved. It also helps to establish where the company stands, whether or not the purpose of the team is achieved, the expected outcome or delivery, and its significance.

For example, ‘This team has been formed to help boost brand visibility. A recent analysis of the company’s sales has proven that many of its prospective consumers are unaware of its existence in the market, nor have they interacted with the company’s products. This has caused sales to either go down or stagnate. If this problem is not fixed, the company will be unable to generate new revenue constantly, hence the need for a team of experts willing to make that change by being a competitor in the field.’

Roles and Responsibilities of Team Members

Delegating responsibilities helps the team members to understand their roles better. It also helps to create accountability among team members. Team leaders can push their respective deliverables among their members, ensuring the project runs smoothly and is completed on time.

Budget vs. Available Resources

Clearly outlining which part of the project gets the number of available resources helps ensure you do not go beyond the allocated budget. It also shows team members the areas that require the most effort over those that don’t. Don’t be in a rush to finalize it until everyone is on board with the information found in your team charter.

How To Build a Team Charter

Creating a team charter can be overwhelming or fun, depending on how you go about it. Either way, this collaborative process will always start with a draft showcasing what the team charter example looks and feels like before producing the final copy. Here is a step-by-step guide for building a team charter.

Define the context

You cannot have a team without defining its purpose. At this stage, team members should contribute ideas on who the leaders should be, their responsibilities, and expectations.

Outline the Team’s Objectives, Vision, and Mission

This gives your team members a sense of purpose and direction. Clearly defining these aspects helps them to understand their end game and visualize their success in an ideal world.

Come Up With a Time Frame

Setting deadlines helps your team stay within the allocated time for the project. It also helps your team to measure its level of success and how practical its strategies are.

Set Up a Communication Path

The responsibilities of a team leader include relaying concerns and recommendations from their team members to the higher-ups. When team members are aware of the hierarchy to follow when faced with a certain situation, it makes it easier for them to understand who to go to when they need assistance.

Signing Off

This is generally the last step to building a team charter. Once everyone involved has reviewed the final copy and agrees, they must sign against their names in the document. This helps to enforce accountability in case the conditions of the charter are unmet.

Why Is a Team Charter Important?

There are numerous benefits to developing a team charter. They include the following.

Increases employee engagement

Since the team members actively participated in the conception of the charter, it naturally becomes easier for them to abide by it.

Builds trust

The transparency that accompanies making a team charter makes it easier for team members to understand your role in the group and trust you with information about it.

Defines individual roles and responsibilities

Workplace friction arises when team members have to play guessing games concerning leadership. Electing or nominating a leader from the start minimizes friction and confusion.

Promotes accountability

Since every team member signed off on the charter, it makes them individually responsible for its success.

It gives them a sense of purpose

A Team-charter helps its members to clearly understand the reasons that brought them together and fuels their need to work together to achieve those goals.

FAQs

What is a Team charter Template?

A team charter template is a document used to outline the objectives and purpose of a team. It helps clear up the confusion relating to individual roles and responsibilities within the team.

What is the difference between a Team Charter and a Project Charter?

A team charter is written to bring team members together with clear objectives and goals. A Project Charter, on the other hand, proves that a project exists and describes all its requirements.

What should a Team charter cover?

A team charter should contain team members’ goals, objectives, and responsibilities.

Why is a Team Charter Important?

It serves as a resource for group members to demonstrate the team’s commitment and gives them a sense of purpose.

What is a Good Project Charter?

A good project charter contains clear and adequate information on a particular project’s scope, responsibilities, and objectives.

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