Team Charter Template

About the Team Charter Template

A team charter is a document that outlines your team’s purpose and objectives, as well as the steps you will take to reach your goals. The team charter illustrates the focus and direction of all team members. When created collaboratively, the team charter is a great way for individuals to feel even more connected to one another within the group.

Create your own team charter template

Creating a team charter involves just a few simple steps. From setting goals and brainstorming to alignment and communicating your charter to partners, here’s how to begin:

Step 1: Select the team charter template

Get started by selecting the team charter template. Successful team charters are created when the entire team is involved. Miro’s team charter templates allow you to invite team members to join your board and collaborate. This helps ensure understanding and buy-in from everyone.

Step 2: Set your team's purpose

Set your goals for your particular team charter. Are you looking to understand the roles of everyone on your team? What is the team’s purpose, mission, goals, and measures of success? Let each person share their thoughts about why your team exists, what you’re trying to achieve, and how the team is trying to achieve it. Use the @mention feature or the video conference/chat if you need input from others remotely.

Step 3: Determine your team roles and people

Now that the team is assembled and collaborating together, start by filling out each team member’s professional profiles and responsibilities. This serves as a resource the team can use to see who on the team is best suited for different tasks. Documenting your team's best skills can prevent issues down the road with the wrong team members being assigned to tasks they’re not well suited for.

Step 4: Brainstorm with your team

This is the most important step in creating a team charter using our template. In real time, brainstorm with your team on the following:

• Core values

• Decision making

• Conflict resolution

• Key stakeholders

• Communication and tools

• Accountability

These will help guide your team by serving as a lasting, iterative reference point.

Step 5: Customize the team charter template

Miro allows you to fully customize your team charter to fit your team’s needs. You can upload other file types, such as documents, photos, videos, and PDFs, to store all relevant information in one place. Synthesize the ideas and suggestions into a structured org chart. Get a round of feedback from your team to make sure nothing was missed and the team is aligned. Then share it with your wider organization.

Why should you use a team charter template?

Creating an org chart is crucial for ensuring your team's success. It is particularly beneficial when initiating a new team, introducing new members to an existing one, or when you need to improve alignment regardless of your team's tenure. A team charter is a document that outlines the goals, roles, responsibilities, and expectations of the team members.

A team charter template helps to establish a clear direction for the team, leading to increased productivity and better outcomes. Creating a team charter ensures everyone is on the same page, working towards the same goals and striving towards the same vision. It sets the foundation for effective team communication, collaboration, and decision-making.

The advantages of using a team charter template are many. For one, it helps to reduce the risk of inefficiencies, misunderstandings, and duplicate work. With clear roles and responsibilities outlined in the team charter, each member can focus on the right tasks and avoid wasting time on tasks irrelevant to their position. Additionally, team charter templates help establish boundaries, clarifying what the team can and cannot do.

To summarize, creating a team charter template is essential for steering your team in the right direction, setting boundaries, and getting things right the first time. By outlining the team members' goals, roles, responsibilities, and expectations, you can ensure everyone is aligned and working towards the same vision. This, in turn, leads to increased productivity, improved outcomes, and a more efficient team.