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Creating Successful Team Charters

How many times have you been on, or heard It means that subject matter experts can
about a team that got frustrated? Or best be identified and invited to
felt like they weren't making progress? participate in the beginning and a
Or weren't completely clear on what they charter helps make that
were expected to do? Or didn't feel like happen.- Resources needed. What budget
they had support from those above them?If of time and money will be needed for this
you are like me and most people I know, project? What other resources will be
you are nodding yes to one or more of the required?- Authority. What level of
questions above.There is one single thing authority on spending does the team have?
that can alleviate or eliminate these What authority do they have for other
challenges and get the team off to a resources? What approvals will be
solid start. That single thing is a team required and by who?- Agreement. Once
charter.What is a Team Charter?A charter all of these questions and items have
is a document that describes the purpose, been documented, your charter should be
boundaries and agreements of the team signed by the team sponsor and each team
(the details are below). It is member. This will cement the agreement
co-created by whoever is sponsoring or and make it easier to hold people
forming the team and by those who will be accountable. It also ensures that every
on the team. The power of this document team member understands and is on board
comes from the conversation and with the complete charter.How do I
agreements that are recorded on Implement a Team Charter?Because there is
it.Because the power comes from the some structure required, typically a
agreements that are reached, the format leader who is forming or sponsoring a
of the document itself is less important team would initiate the process. If this
than the conversation. Whatever the doesn't happen in your organization don't
format, the components in the next use that as an excuse! Whatever your
section should be considered.What is role you can gain support for having a
Included?Team charters should address the conversation that leads you to the
following areas and answer the related clarity and agreements that a charter
questions.- Purpose and Alignment. Why will provide.Get the team together along
is this team being formed? What purpose with the leader who formed and/or is
will it serve? What challenge, problem, sponsoring your team. Have a
issue or opportunity will it address? conversation about the eight items above,
How is the work of this team in alignment documenting your agreements. You may be
with the larger goals and strategies of able to finalize a charter in one
the organization?- Goals and meeting, or it might require people to
Expectations. What are the specific gather more information before finishing
goals for this team? When will we know - do what makes sense given the size,
we have completed their work? Who are complexity and importance of the team's
Customers and Stakeholders of the team's output. Remember all time invested here
work? What are their needs and will be repaid many times. Resist the
expectations? What are the obstacles or urge and tendency to "get this done and
challenges that can be seen at the start? get on with the work."Once the document
Make sure to state the goals clearly is created, have all parties sign it as a
with measurable outcomes and way to signify commitment to each other.
timelines.- Roles. Who is the team Then keep the document fresh by referring
leader? What is their role? Who is to it in team meetings and making sure
responsible for facilitation, logistics, that you stay on-track with the
and information management? Who will be boundaries and guidance it provides.
responsible for communication to Recognize too that as time moves forward
stakeholders and the team sponsor? How you may need to make adjustments,
will each person be involved in decision clarifications or changes to the charter.
making?- Approach. How and when will the This is perfectly fine as long as all
team meet? What are the norms or ground team members and the leader and sponsor
rules that the team will agree to? How are in agreement and "sign on" to the
we make decisions? How will we hold each changes.Be ForewarnedWill creating a team
other accountable for these things and charter take time?Absolutely.Will some
for task completion? Who will people want to stop talking and get
communicate team progress and to whom? started?For sure.Recognize these facts
Your charter should also include a high but remember an even bigger one - time
level look at the major phases or spent collaboratively building a charter
milestones in the life of the team and will be repaid in reduced frustration,
outline those.- Skills and expertise improved productivity and better
required. Make a listing of the skills results.Kevin Eikenberry is a leadership
and expertise that will be required for expert and the Chief Potential Officer of
team success. Identify the individual on The Kevin Eikenberry Group ( a learning
the team that can provide those skills consulting company. To receive a free
and perspectives. Identify any gaps in Special Report on leadership that
skills and determine a way to attach includes resources, ideas, and advice go
those skills to the team through other to or call us at (317) 387-1424 or
resources. Adding these skills doesn't 888.LEARNER.
mean you have to add people to the team.




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