Atlassian

Atlassian - Team Charter

A team charter is a living document. It defines your team's purpose, values, and working agreements. It aligns everyone on how to work together and achieve success.

Duration
1.5 hours
Group Size
5-10
Category
Atlassian
Difficulty
Easy
Energy
Medium

Objectives

The goals of this exercise are to align on team purpose, establish shared values, create working agreements, define success metrics, and build team identity.

Outcomes

You'll have a team charter, a shared working agreement, and a foundation for collaboration.

Step-by-Step Instructions


  1. Define purpose (20 min): Why does this team exist? What value do we provide?

  2. Establish values (20 min): Identify 3-5 core values that guide team behavior.

  3. Create working agreements (25 min): Define norms for communication, meetings, decision making, conflict resolution, and work-life balance.

  4. Set success metrics (15 min): Define how you will measure team success.

  5. Identify stakeholders (10 min): List key stakeholders and their expectations.

  6. Finalize and commit (5 min): Everyone signs off on the charter.

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Facilitator Tips

Involve everyone to get buy-in. Keep the charter concise and actionable. Review and update it every 6 months. Display it prominently.

Pre-Work

For Facilitators

  • Review participant profiles and expectations
  • Prepare all materials and supplies
  • Test technology and room setup

For Participants

  • Complete pre-session survey
  • Review background materials
  • Prepare examples or case studies

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Materials Required


  • Charter template

  • Whiteboard

  • Collaborative document

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Resources & Templates

Team Charter Template - Confluence
Confluence template for team charters.

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