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Team Charter

Change ManagementOrganisation design

Reference model

Team Charter ElementsA canvas of 5 boxes laid out on a grid of 3 columns and 3 rows: Purpose, Goals, Roles, Operating Principles, Success Measures.PurposeWhy does the team exist?GoalsWhat are the team's objectives?RolesWho is responsible for what?Operating PrinciplesHow will the team work together?Success MeasuresHow will success be evaluated?

A well-defined team charter helps ensure everyone is on the same page.

About this model

A document that outlines the team's mission, objectives, roles, and responsibilities to foster collaboration and clarity.

Originator not stated.

How to read it

  • Review the purpose and goals to ensure alignment.
  • Check the operating principles for clarity on team interactions.

What this does

Defines the purpose, goals, and operating principles of a team to align members and guide their work.

When to use it

Use it when forming a new team or when an existing team needs to realign on its objectives and processes.

Not when: Do not use it when the team is already functioning well and has clear, established goals and processes.

What happens next

Create an action plan to implement the charter and monitor progress.

Golden thread

Builds on ←

  • Team objectives
  • Team roles

Feeds into →

  • Action plan

Use this tool, free

Sign in to open the worksheet. Your work saves as you type, the AI can draft the parts you have not filled in, and you finish with an analysis and a 30/60/90-day action plan.

Drafted with AI and reviewed by Eccellere on 04/11/2026. Guidance, not advice: apply your own judgement.