Team Charter Canvas

So you’ve assembled a group of unusual suspects and characters. How will you come to an agreement on your objectives, expectations, and values? How will you handle difficult situations? To avoid unnecessary, counterproductive behavior or unexpected surprises, develop a team charter together. In general, it’s a good idea to know who you’re traveling with! The Design a Better Business Team created the team charter canvas.

Tool overview

Team Charter Canvas

How does the canvas work?

You don't always get to choose who you work with. Even if you do, there is no guarantee that you will succeed. Conflicts of interest and opposing values or goals frequently stymie team progress. A team charter will assist you in developing a blueprint for the project's engine: a well-balanced team. The team charter, as a collaborative document, will help clarify the team's direction while establishing boundaries.

1. Team Members

Who is on the bus and what will each person individually bring to the team: e.g., role, personal core value, skills, personal slogan, character trait?

2. Driver

Who is behind the wheel? Who is navigating?

3. Expectations

What do the team members expect from each other in order to be successful?

4. Team Values

What are the values the team lives by? Are these values recognized by all team members?

5. Slogan

What are the values the team lives by? Are these values recognized by all team members?

6. Obstacles

What could prevent the team from working together fruitfully and reaching their goal?

7. Energy Sources

What generates energy in the group? What gets everybody running and going for the best results?

8. Team Goals

What is the goal the team wants to reach? When are all the team efforts successful?

9. Trouble

What will you do when the shit hits the “van”?

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