Team charter canvas

About the tool

So, you’ve gathered a team of unusual suspects and diverse characters. How will you agree on your goals, expectations, and values? And how will you deal with challenging situations? Design a team charter together to avoid unnecessary counter productivity or unwanted surprises. And basically it is good to know who you are travelling with! The Team Charter Canvas was created by the Design A Better Business Team based on ideas developed at CCA.

BMI Team charter canvas

How to use the team charter canvas

You don’t always get to decide with whom you work with. Even if you do, there’s no guarantee that you’ll be successful. Conflicts of interest and differing values or goals often get in the way of a team’s progress.

A team charter will help you create a blueprint for the engine behind a project: a well-balanced team. As a co-created document, the team charter will help clarify the team’s direction while establishing boundaries.

Step by step

Before you start

Arrange for a comfortable environment. Surely not a meeting room.

Let everyone do a short introduction. The person speaking should be standing. Another way is to have everybody make one simple visual of who they are, what is important for them, and what they strive for. This is a great way to getting to know each other and for breaking the ice!

Checklist

  • Arrange a relaxed, positive and private environment
  • Have markers (with a fine tip), sticky notes and paper for everybody
  • Print or draw the canvas on a big sheet of paper
  • Allow yourself 30-45 minutes of undisturbed time

Hello my name is

As mentioned it is very important that everybody is introduced properly, that people know what everybody’s expectations are (why they are in the room) and that there is a relaxed atmosphere. If there are things preventing this, make sure they are dealt with upfront.

Back in the van boys & girls

Ask every team member where they want to sit in the bus. If someone want’s to sit in the drivers seat. That’s great! More room for you as a facilitator to facilitate!

Individual

Individually people need to write on sticky notes what their expectations are (max 3), what they see as obstacles (max 3), their 1 most important value, and what will give them energy. Also each should write down his or her most important value they want to add to the group.

TIP! There is no right or wrong. It is about finding the common ground and goals of the team. 

Review

Take a step back and have a discussion about the values expectations, values, energy sources, and obstacles. Again it is not a discussion about right or wrong, but about making sure they all can identify themselves with what is put on the charter. Either the team as a whole will come up with common input. If not, the sum of the sticky notes is what the team represents.

TIP! Focus on one subject at a time. When every member has explained their input, only then move to the next topic.

Identify common drivers

When clustering the sticky notes per topic. Overarching themes may arise. This is great, but should not be forced. Don’t try to be too practical here as a facilitator.

TIP! Being too practical is dangerous, you might overrule someones personal input. Yet challenge all members to be explicit. No buzzwords. If it’s unclear it will not serve the team.

Team goals

Now that everything is filled in an everybody recognizes themselves as a acknowledged and valued team member, let’s fill in the team goals! The team should discuss and come up with a maximum of 3 goals. Make sure they are not all directly related to their functional goal.

Next steps

After the session is finished, have all team members sign the team charter canvas. It is their contract amongst each other to make the team successful.

TIP!  Visualise the finished charter together will make the coherency even bigger, together with the commitment towards the eye popping end result.

Checklist

  • Take a snapshot picture of your team charter
  • Make sure every member has it as a reference
  • In times of trouble: refer to the charter

 

Download Team charter pdf