Virtual First | Teamwork Kit
How to write a team charter
Why does your team exist? What’s its core purpose? High-performing teams tend to have a shared answer to this question. Use this workshop to understand what your project or core team is really here to do, and to write a shared charter that inspires your best work.
120 MINS | VIRTUAL TEAM WORKSHOP
Return to your team charter worksheet (above) and try to refine your purpose statement together. It can be tricky to find the exact words in a group brainstorm, so aim for 75% completion. When you’re done, ask your team’s strongest editor to spiff things up after the meeting and share for approval asynchronously. As you evaluate the final product, remember that a good charter will be:
- Aspirational but not vague (BBC’s “To enrich people’s lives with programmes and services that inform, educate and entertain”)
- Simple, clear, and concise (Airbnb’s “Help people belong anywhere”)
- Unique to your team’s/company’s skill set (Lego’s “To inspire and develop the builders of tomorrow”)
- Something you can commit to—with measurable goals, metrics, and a timeline (Tesla’s “To accelerate the world’s transition to sustainable energy”)
Aligning your team around a shared Aligning your team around a shared north star is an important exercise. But for your charter to be truly useful, you need to share it throughout your organization, so that everyone knows what you do. Does your company have a central place (like Miro, Ally.io, or Workday) to collect and track each team’s purpose and goals? If not, ask your tech team to help you implement one.
3 easy wins
Build the habit
- Tomorrow: Review your team’s goals. Do they align with your higher purpose?
- Next week: Review your team’s charter. Does it align with your company strategy?
- Yearly: Revisit your charter to make sure it still fits.