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Teams should discuss underlying assumptions, capture agreements, and book follow-up sessions to address open items.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What key sections does the template include to define purpose and strategy?",{"text":114,"@type":110},"It covers customers, “Lights On” work versus “Bets,” measurable outcomes and timing, and a strategy expressed as Even Over statements. It also prompts teams to list projects, plans, and how metrics will be tracked.",{"name":116,"@type":107,"acceptedAnswer":117},"How does the template help teams operate day to day?",{"text":118,"@type":110},"It specifies who plays each role and their decision rights, lists important meetings and rituals with frequency and objectives, and defines information sharing details such as where information lives and how often it is updated. 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With a massive shift in remote working, team alignment on goals, processes, tools and ways of working is increasingly important. Use this template to gather team input and learn more about preferences so you can support your goals and each other eȨectively.  \nTry these steps especially if it’s your first time or you’re in need of a major refresh:  \n❏ Distribute the template ahead of time to the team along with any specific prompt questions you want them to think about e.g. do we need to increase our security protocols? The team has scaled, do we need a new resourcing tool? What should be our response time expectations right now?  \n❏ Book a 2-hour kick oȨ session and a collaboration tool like Miro, Jam Board or Mural.  \n❏ Assign a Facilitator and Scribe to capture notes and outcomes, as well as adjustments to the Charter  \n❏ Work through each section, brainstorming and gathering inputs.  \n❏ Be prepared to discuss underlying assumptions and diȨerences people may  \nhave-the conversations here are at least as important as the document ❏ Capture the items that the team agrees on and book follow-up sessions to talk  \nmore about those they don’t or that you don’t get to ❏ Assign further research needs (for new tools, etc) as needed  \n❏ Regroup to finalize and book a date to review again. This is a living document that should adapt with the team and their way of working.  \n❏ Run a retro on how things went!  \nCustomers  \nWhom does this team serve? What are their current and emerging needs?  \n\n| Customer | Needs |\n| --- | --- |\n|  |  |\n|  |  |\n|  |  |\n\nTeam Purpose and Goals  \nWhat is our core work: the work that must be done above all else? Refer back to your customers’ needs to make sure these align.  \n\n| “Lights On” Work | “Bets” |\n| --- | --- |\n|  |  |\n|  |  |\n|  |  |\n\nWhat outcomes do we want to achieve, and how can we measure them?  \n\n| Goal | Timing |\n| --- | --- |\n|  |  |\n|  |  |\n|  |  |\n\nStrategy  \nWhat bets are we actively making in order to achieve our Team’s Purpose? Phrase as  \nEven Over statements.  \n\n| E.g. Team recognition | even over | Individual recognition |\n| --- | --- | --- |\n| E.g. Flawless execution | even over | Speed of execution |\n|  | even over |  |\n|  | even over |  |\n|  | even over |  |\n\nProjects, Plans, and Metrics  \nWhat projects (think epics- large bodies of work) are underway to help us achieve our primary goals? Who is the person responsible for each?  \n\n| Project | Lead |\n| --- | --- |\n|  |  |\n|  |  |\n|  |  |\n\nWhat measures do we use to ensure we are working towards our goals? What/How might we measure diȨerently in these circumstances? How often do we check in on  \nthem?  \n\n| Measure | Expected Results + Warning Signs |\n| --- | --- |\n|  |  |\n|  |  |\n\n\n|  |  |\n| --- | --- |\n\nWho’s Who  \nIf you’re missing clarity use our role call or role design worksheet.  \n\n| Role | Role Purpose | Role rights-what decisions can you make? | Who plays this role on the team (Name) |\n| --- | --- | --- | --- |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n\nImportant Meetings and Rituals  \n\n| Event | Frequency | Objective |\n| --- | --- | --- |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n\nInformation Sharing  \nWhat information do we need to share on a day to day basis to move forward and achieve our goals? Where do we store it? Who updates it and how often?  \n\n| Information | Where it lives | How and when we update |\n| --- | --- | --- |\n\n\n| E.g. Meeting Minutes | Posted in project slack channel |  |\n| --- | --- | --- |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n\nTools We Use  \nHow do we connect with others and get work processed?  \n\n| Tool | What we use it for |\n| --- | --- |\n| E.g., Zoom |  |\n|  |  |\n|  |  |\n\nKey Processes  \nIdentify the five to nine critical steps in your most important or most frequent processes. Focus on “killer items” that are easy but dangerous to","cbCaiq1DfnvlBzRG","https://ap.wps.com/l/cbCaiq1DfnvlBzRG","pdf",61422,6,"English","# Introduction\n## Customers\n## Team Purpose and Goals\n## Strategy\n## Projects, Plans, and Metrics\n## Who’s Who\n## Important Meetings and Rituals\n## Information Sharing\n## Tools We Use\n## Key Processes\n## Team Norms","[{\"question\":\"How should a team use this Team Charter template to improve alignment?\",\"answer\":\"It guides teams to clarify goals, processes, tools, and working preferences, especially after changes like scaling or remote-work shifts. Teams should discuss underlying assumptions, capture agreements, and book follow-up sessions to address open items.\"},{\"question\":\"What key sections does the template include to define purpose and strategy?\",\"answer\":\"It covers customers, “Lights On” work versus “Bets,” measurable outcomes and timing, and a strategy expressed as Even Over statements. It also prompts teams to list projects, plans, and how metrics will be tracked.\"},{\"question\":\"How does the template help teams operate day to day?\",\"answer\":\"It specifies who plays each role and their decision rights, lists important meetings and rituals with frequency and objectives, and defines information sharing details such as where information lives and how often it is updated. It also outlines tools used, critical processes, and team norms.\"}]","Team Charter - Living Document Template | PDF",1789216770]