You've probably had an opportunity to be part of a team that wasn’t as successful as you’d hoped. It isn’t much fun to watch a team struggle and never find their way to success. This will typically happen when a group of people has been “anointed” as a team with no direction or purpose. And it clearly doesn’t work.
The best way to set your team up for success is to create a team charter. A team charter is a set of concepts and skills that focus your team; enabling them to quick start, engage effectively, break apart at project or role completion and reengage. In other words, it’s a road map of sorts that keeps the team focused on their purpose so they can achieve success.
A team charter should include several components that help define the team and keep it on track. At a minimum, your team charter should include:
What’s really helpful about a Team Charter is that it provides a common understanding of how the Team “runs it’s business.” The charter can be used as a discussion guide should issues surface as the team accomplishes its goals.
Let’s walk through each of the components to get a clear understanding.
This component is the major purpose that the team fulfills in providing products and services to its internal and external customers. It includes:
Your team mission and goals should work together to meet the needs of your internal and external stakeholders.
Goals will serve as the blueprint through which your team designs its future. Goals are a desired result based on the success criteria determined by the team and can provide opportunities to troubleshoot potential problems that could interfere with the success of the team. There are two different types of goals your team could develop: 1) Work plan goals and 2) Process improvement goals.
Here are some key points to remember about team goals.
And don’t forget, your team goals should be SMART -- specific, measurable, agreed upon in writing, realistic, time activated and tracked.
Your team operating guidelines should include statements reflecting how the team will conduct their business within the team environment. Working through the process of creating guidelines can be a bit tedious, but the payoff in team members understanding how the team will function in the long run is worth the time invested.
Possible guidelines you could consider for your team might be:
Once your team charter is complete, every team member and the team sponsor / manager should sign it. You might be tempted to skip this step, but it’s very important. The act of signing the charter is very powerful in helping each of the team members commit to those items agreed upon by the team.
As your team functions and completes it’s purpose, use the charter to help guide you along the path to success.
What do you think? Do you create a team charter for your teams? Let’s talk about it. Please leave a comment in the social share bar to the left. And don't miss our latest Process Improvement Playbook: Overcoming the Hurdles of Manual Processes in the Workplace.