FREE 16+ Sample Team Charter in PDF | MS Word

From team introduction to project completion, coordination is crucial to the success of any business endeavor. However, synergy is not something that can be achieved overnight—it requires time to be built and developed. An effective method of tracking progress, establishing a project timeline, and identifying members’ contribution is through a team charter.

What is a Team Charter?

It is a given that companies and businesses of today cannot remain stagnant. Complacency has led to the downfall of a multitude of corporations who thought that they no longer had to improve themselves. With that said, the pressure that comes from creating marketing strategies that meet the demands of your chosen consumers, doing it alone is never a good option. However, when poorly executed, having a team is just as unbearable—if not more so—than doing it alone. That’s why almost every group of coworkers need a competent leader and a team charter sample.

Commonly used in major projects and company-wide plans, a team charter is a simple document in concept. However, do not let its outline fool you as this document is as meticulous as any research analysis. What makes a team charter an effective document for supervising over group projects is its subcategories. Through these subsections, you can establish your purpose and goal, how long the project will last, who the members are, and your available resources. For a better perspective, think of it as an amalgamation between a project plan, a progress report, and a risk management analysis.

Never One Without the Other

Everyone is aware of the importance of a team leader in the success of a company endeavor; however, this is only one-half of the story. The other half of the glory is owed to the efficient use of time, resources, and the skills of individuals—this is where a team charter comes in handy. To put this concept into perspective, think of the manager as a blacksmith, the team charter as being the tool rack, and everything else as the various tools. A great blacksmith knows that he should never blame his tools, yet also organizes them onto the tool rack in a well-ordered fashion. In the same manner, a team leader works through the project by organizing his members in a way they can work most efficiently, and sticks to the business schedule sample without fail.

16+ Sample Team Charter in PDF | DOC

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Steps to Creating A Team Charter

There is no document with a more fitting name than that of the team charter. Not only is it used for projects and sample plans that require a medley of varying individuals to coordinate efforts, but it’s also created in the same manner. With that said, in drafting your document, you and your coworkers will find these general tips and suggestions helpful in putting the “team” in “team charter.”

1. Summon Your Team

A rather uncomplicated thing to do, your team should have a meeting schedule to begin the entire endeavor. the This can be easily done by calling out the name of your team and then proceeding to the meeting room. However, the most efficient method is by sending out emails or summons a few days before the assembly so that everyone can clear their schedules and prepare.

2. Set A Meeting Agenda

A team charter is a document that provides direction and purpose, as such, this must be addressed immediately. Whether it’s discussing possible real estate values, projects aimed at stock growth, or a simple surprise party fo a coworker, havingg a team meeting agenda informs your team of what the main point of the gathering is.

3. Have Visual Aids

Though more of a suggestion than a necessity, having visual aids greatly assists in hammering home the point. Visuals such as Gantt charts and project storyboards are viable options if you want to portray the duration and effort required to complete a task. It also gives opportunities for creativity and can add a bit of humor to a usually tedious and boring routine.

4. Gather Valuable Intel

The main advantage of dicussing your charter with your team is that it creates an environment of ideas. From from identifying chinks in the armor to finding innovative solutions, a conglomeration of multiple minds is always a better option than a proposal by one individual. This also encourages teamwork and understanding which will be needed further down the road of any project work.

Whether it’s a project proposal or a construction plan, it will remain a plan without teamwork. In much the same way, no team can ever fully function without direction. As such, your team charter is vital to the success of your company. This document encourages your members to work together, strategize as a team, and complete the task list at hand. However, for this to be a reality, your team should be just as involved in the planning as in the execution to avoid an imbalance of power and lack of communication.