Contents: Team_Mandate Statement_of_Work Team_Membership Required_Resources Team_Relationships Team_Philosophy Team_Processes Authority
This section of the team charter documents the mandate given to the team by its management sponsor including:
[Provide a brief definition of the team. A default definition of the team can be found in the team"s process component supplied by the process engineer.]
[Briefly state the vision of the team.]
[Team name] has the following goals:
[Briefly describe how the team goals support the achievement of the goals and strategies of the organization to which the team is a part.]
[Briefly describe how long the team is expected to exist, either in terms of calendar months or endeavor milestones.]
[Briefly list the limitations and constraints (if any) on the responsibilities and authority of the team. Include any limits on the scope of the team’s work products or services.]
[Briefly list the success criteria by which the team will be judged including any metrics to be used to measure the achievement of these success criteria.]
This section of the team charter documents the work to be performed by the team including:
[Briefly list the responsibilities of the team as a whole. A default list of team responsibilities can be found in the team’s process component supplied by the process engineer.]
[Briefly list and define the tasks to be performed by the team. A default list of these tasks can be found in the team’s process component supplied by the process engineer.]
[Briefly list and define the work products to be produced by the team. A default list of these work products can be found in the team’s process component supplied by the process engineer.]
[Briefly list and define the services to be provided by the team.]
[Provide a mapping of the work products and services to the endeavor milestones.]
This section of the team charter documents the general composition of the team in terms of roles of its members and their team-specific responsibilities:
| Role | Team-Specific Responsibilities |
|---|---|
| [Enter role here] | [Enter team-specific responsibilities here] |
| [Enter role here] | [Enter team-specific responsibilities here] |
This section of the team charter documents the resources required for the team to be successful in achieving its goals and that have been authorized by the team’s management sponsor including:
Team members are authorized to spend the following amount of time performing their tasks:
| Role | Work Products | Services | Process Improvement |
|---|---|---|---|
| [Enter role here] | [Enter authorized effort] | [Enter authorized effort] | [Enter authorized effort] |
| [Enter role here] | [Enter authorized effort] | [Enter authorized effort] | [Enter authorized effort] |
[Document the initial estimated budget (total, yearly, and/or monthly) allocated to the team to perform its tasks, and pay for its necessary facilities, tools, equipment, etc.]
[Briefly describe the facilities needed by the team to successfully perform its tasks.]
[Briefly list the hardware and software tools and equipment needed by the team to successfully perform its tasks.]
This section of the team charter documents the relationships between the team and other organizational entities including:
[Briefly identify the team’s management sponsor(s) and provides contact information.]
[Briefly list and describe the team’s relationships to all management teams with which the team interfaces.]
[Briefly list and describe the team’s relationships to all other teams within the endeavor with which the team interfaces.]
[Briefly list and describe the team’s relationships to all organizations with which the team interfaces.]
[Briefly list and define the stakeholders of the team and describe the team’s relationships with them.]
This section of the team charter documents the team philosophy including:
[Briefly list the relevant values shared by the members of the team.]
[Briefly list the relevant beliefs and assumptions shared by the members of the team.]
[Briefly list the ground rules to be followed by the members of the team.]
[Briefly list the guidelines to be followed by the members of the team.]
This section of the team charter documents the basic processes to be followed by the team including:
[Briefly describe how the team members will make important decisions (e.g., consensus forming, voting, etc.).]
[Briefly describe how the team members will resolve conflicts within the team and between the team and other organizational entities. Describe when and how problems will be escalated to management.]
[Briefly describe how the team will communicate its decision, results, and work products to others.]
This section of the team charter documents the authority that the team has to perform its tasks including:
[Provide a brief statement of management’s support for the team from the team’s management sponsor.]
[Provide dated signatures of the team members, the process engineer, and the team’s management sponsor(s).]
| Name | Role | Approved |
|---|---|---|
| [Enter name here] | [Enter role here] | [Enter approval date here] |
| [Enter name here] | [Enter role here] | [Enter approval date here] |