Team Charter

Team charters allow individuals in teams to work well together, making the entire group or class have fun and creating an engaging environment for everyone. However, if there are people in a team that is contradicting each other throughout a project or activity without proper direction, it leads to communication problems and a lack of objectivity, making the organization suffer, and that is what team charters prevent. team-charter

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Team Charter Definition & Meaning

A team charter is a business document that a company develops for group projects or settings that clarifies the ground rules and team direction while establishing necessary boundaries for all members.

As such, the creation of team charters starts early during the team formation process through a group session for understanding and buy-in.

What Is a Team Charter?

A team charter is a document that defines the team’s purpose, how the members work together, and the expected deliverables and outcomes from a project or activity. The document aims to establish the team’s mission, scope of operations, development objectives, and commitment to a project, including the project’s timeline and consequences. This also enables the team to undergo collaborative processes, serving as a source of information to provide accountability and assignments, deliver a custom team process document, establish a shared vision for work or project success, improve communication, and ensure the understanding of the team members.

10 Types of Team Charter

Workplace Team Charter

A workplace team charter focuses on groups and teams engaging in various workplace activities, including team-building activities to boost leadership skills and employee engagement. Crafting a workplace team charter with the group members promotes a positive atmosphere throughout an activity or project, enabling members to know each other better and identify their strengths and weaknesses. The purpose of developing a workplace team charter is to ensure that team members work together to reach common goals and objectives.


Scrum Team Charter

A scrum team charter is a tool that helps solve complex problems through increased levels of collaboration and communication to achieve product and sprint goals. An effective scrum team charter contains statements of how a scrum team collaborates, including sections about their rules, values, norms, and principles, making them transparent in its starting stages to become a high-performing team. Scrum team charters must be developed, agreed upon, and used by the scrum team, improving the contents in increments with transparency.


Project Team Charter

A project team charter is a document outlining the purpose of building a team, the deliverables or outcomes to accomplish, and the samples of resources and constraints. The team charter must come from the team members working on the project and the ability to set the direction and boundaries in a transparent environment. Through the process, the members get a buy-in from the team, making sure each individual understands their role and responsibility during the project management process.


Product Team Charter

Product team charters are documents that speed up a team’s production process, working as a tool to reduce confusion, increase focus, develop process improvement, and drive productivity. The product team charter enables teams to define their mission, the core principles, and the matrix to indicate success in fulfilling the mission and core principles. A good product charter demonstrates flexibility as there are instances wherein team members must adapt to changes in processes and approaches to industry standards toward product innovations.


Training Team Charter

Industries and organizations use training team charters to construct and develop a group contract among individuals who voluntarily want to help others within a department or organization. Training team charters must have a set of goals and objectives that all the members want to achieve during the training sessions, a mission that the training team stands by, and an achievable timeframe. Ensure that the training team members favor the training team charter outline through a buy-in, involving each team member during the document writing.


Student Team Charter

A student team charter is a good business example for shaping young minds towards the value of teamwork, organization, collaboration, and communication. An educator can assign the creation of the charter to their students to allow them to communicate and establish a list of expectations from one another. Enabling the students to work together on the student team charter and completing the document before they begin a project or activity builds a sense of accountability during the time they have to work together.


Organizational Team Charter

Organizational team charters enable organization departments to build a document that serves as an outline for team members to identify the who, what, where, when, why, and how of activities, tasks, and projects. For organizational team charters, department heads and managers meet to discuss the need for performing a project, what the group needs to accomplish, and the resources and constraints that can arise. All department managers and heads must consider the expertise, strengths, weaknesses, and challenges of the members to ensure that the organizational team charter can accommodate the parties covered.


Management Team Charter

A management team charter plays a significant role in an organization as a visual representation of a roadmap for high-performing management teams. The management team charter functions define the team’s purpose, lay out the general guidelines, rules, and responsibilities of internal procedures, and create a blueprint or canvas for the short-term and long-term goals and objectives of the organization. Management team members must agree with the contents of the team charter, and it is necessary to discuss the contents among the team before finalizing it.


Leadership Team Charter

A leadership team charter is a document that defines the team’s objectives, restaurants, conditions, and constraints when it comes to leadership roles in a project, activity, task, department, or organization. Through the team charter, the members have a strong foundation from the start, avoiding complications and dysfunctional events, producing a team that continually produces positive and consistent results. Establishing the document allows team members to focus on their goals and objectives without straying away from unnecessary actions.


Agile Team Charter

An agile team charter is a business document that guides an Agile team by outlining its purpose, goals, objectives, mission, values, and operational scope. An agile team represents a group of employees, freelancers, or contractors responsible for performing Agile projects, consisting of cross-functional roles according to the project needs and the Agile framework available. The document aims to keep the team on track, eliminate confusion, and create a general understanding of the work project.


Team Charter Uses, Purpose, Importance

Constructing a model of a team charter enables members to have a clear understanding and vision of how to deliver a project and expect positive outcomes after the project completion. Providing a transparent approach to completing the project is one of the importance of developing a team charter.

Well-Prepared Processes and Procedures

A team charter enables team members to plan successfully before starting on a particular project. The charter document acts as the team’s template, checklist, and action plan to guarantee high-quality team productivity and collaboration. Team members do this by acquiring buy-in from all the members, saving time and energy.

Identifies Roles and Responsibilities

An effective team charter encourages real-time input from the team members. As such, identify the interests, lifestyle, strengths, weaknesses, expertise, and skills through allocating roles and responsibilities that match the individual and the overall project goal. Utilize the resource the team has in the best way possible to ensure greater levels of accountability.

Sets Boundaries and Scope

Every team charter covers the scope and boundaries that members must follow. Often, teams wonder what situations and activities are in their control and what an organization expects of them after the project. Completing an effective team charter helps members to understand their boundaries and focus on the scope and responsibilities.

Identify Authority and Resources

More often than not, team members want to know their levels of authority when it comes to making decisions about parts of a project. The team charter document enables the individuals to clarify each member’s level of authority, setting the resource requirements for succeeding in the project. It also helps the members determine necessary elements of project planning, including budget plans and third-party contractors.

Improves Productivity and Project Success

The process of creating the team charter is vital to the success of any project. Investing the time to complete a team charter inspires individuals and helps the team to become more successful. It allows teams to achieve SMART goals by agreeing to a level of accountability for accomplishing tasks and activities in the project.

What’s in a Team Charter? Parts?


The background section lays out the groundwork for a project. It summarizes the project background and why an organization wants to start it, allowing the team to determine how they fit in the project and identifying its stakeholders.

Mission and Objectives

The mission statement of the charter defines the meaning of success for the team to identify their aims for each new task or activity they perform. The section also explains the benefits and business driving the project.

Budget and Resources

This section of the team charter identifies funding plans and other offerings, including training and development. It also houses the name of the entity funding the project, including their contact details for expenses inquiries.

Roles and Responsibilities

Every person in the team must know their roles and responsibilities. The section lists the team member’s expertise and skillsets, including the authority of specific tasks and activities.

Team Operations

The team charter must contain an organizational structure for the team to work effectively. It must consist of project pathways, exit strategies, operating rules, etc., to have clear processes.


The project scope must be present in the project charter. It details how the team members participate in the scope.

Performance Assessment

As a project progresses, team members undergo performance reviews and assessments. The section explains the process of assessing individuals and the measurement matrix managers use.

Activities and Milestones

This section of the team charter lists all project tasks, activities, and milestones. Identifying these elements enables a team to know the next steps to take in the process.

Communication Guide

All forms of team communication are present in this section of the team charter. It consists of various communication methods and the frequency of meetings and status reports.


This section requires the signature of onboard team members. Members guarantee they understand their roles, responsibilities, and project scope by signing the document.


How to Design a Team Charter

1. Choose a Team Charter Size
2. Specify the Purpose of the Team Charter
3. Pick a Team Charter Template
4. Determine the Purpose and Values
5. Set a Project Timeframe
6. Define Roles and Responsibilities
7. Construct Communication Norms
8. Print the Team Charter


Team Charter vs. Project Charter

A team charter is a business document that aims to establish team values, agreements, and operating guidelines like communication approaches, decision making, conflict resolution processes, and meeting guidelines.

Meanwhile, project charters provide high-level descriptions and requirements of projects, with many institutions using the Lean Six Sigma project charter under the steps of DMAIC (Define, Measure, Analyze, Improve, Control).

What’s the Difference Between Team Charter, Mission Statement, and Project Scope?

A team charter is a comprehensive business document that individuals develop in a group or a team, clarifying the team direction and boundaries, including the project scope and mission statement.

Mission statements are single sentences or brief paragraphs that contain a summary of the aims and value of a company, group, or individual.

A project scope takes part of any project planning document that details the features and functions of the involved people in the project, including the goals, deadlines, and deliverables.

Team Charter Sizes

Team charters are documents that many industries and organizations use to communicate a team’s purpose and values to perform high-level and quality work. Different team charter sizes are available for companies to use.


Team Charter Ideas & Examples

As various industries use team charters to produce high-quality deliverables and outcomes from projects, individuals can use team charters for activities and programs in different sectors. Various team charter ideas and examples are available for use as references.

  • Team Charter Ideas and Examples
  • Executive Team Charter Ideas and Examples
  • Communication Team Charter Ideas and Examples
  • Business Team Charter Ideas and Examples
  • Work Team Charter Ideas and Examples
  • Innovation Team Charter Ideas and Examples
  • Healthcare Team Charter Ideas and Examples
  • Performance Team Charter Ideas and Examples
  • Test Team Charter Ideas and Examples
  • One Page Team Charter Ideas and Examples
  • Enterprise Team Charter Ideas and Examples
  • Employee Team Charter Ideas and Examples


What is included in a team charter?

A team charter has many components, like the background, mission, objectives, budget, resources, roles and responsibilities, operations, scope, assessment, activities, communication guide, and signatures.

How do you conduct a team charter?

To conduct a team charter, start with finding a project context, defining vision and objectives, developing deadlines, goals, and milestones, and laying out checks and balances.

How to create a project team charter?

To create a project team charter, develop a background, develop mission and vision objectives, identify roles and responsibilities, and list the budget and resources.

What is a team charter in business?

A business team charter is a document that a company develops to ensure that projects have clear sets of guidelines and directions for team members to follow.

What is the role of a team charter?

Team charters are a source of focus and direction for the team and educate the team members toward the appropriate direction.

How do I write a team charter statement?

Charter statements must be clear and concise, empowering, and inspirational, focusing on the goals and objectives of a project.

What four elements should a team charter have?

The four elements that every team charter must have are the scope, objectives, responsibilities, and team members.

What are the sections in the team charter?

The sections of a team charter include the background, purpose, objectives, roles, responsibilities, decision-making guidelines, and stakeholders.

How do team charters help people work together remotely?

A team charter helps to address various work concerns, including work schedules, meeting merits, email response times, and communication methods.

How can a team charter keep your team on track?

Team charters help keep teams on track by periodically referring to the document as a reference for meeting project goals and objectives.