Planning

Team charter

The team charter is used to establish ground rules and guidelines for the team. It is particularly useful on virtual teams and teams that are comprised of members from different organizations. Using a team charter can help establish expectations and agreements on working effectively together. The contents of the team charter typically include:

  • Team values and principles
  • Meeting guidelines
  • Communication guidelines
  • Decision-making process
  • Conflict resolution process
  • Team agreements

The team charter is an output from 9.1 Plan Resource Management in the PMBOK® Guide – Sixth Edition. It is generally developed once and does not change; however, if there is substantial team member turnover, the team should periodically revisit the team charter and reaffirm or update it accordingly.

 

Tailoring tips

Consider the following tips to help tailor the team charter to meet your needs:

  • If you bring in contractors for key roles in the project you should include them in developing the team charter.
  • If your organization has organizational values, make sure your team charter is aligned with the organizational values.
  • International teams may need to spend more time developing this document as different cultures have different ways of making decisions and resolving conflicts.

 

Alignment

The team charter should be aligned and consistent with the following documents:

  • Resource management plan

 

Document element Description
Team values and principles

List values and principles that the team agrees to operate within. Examples include mutual respect, operating from fact not opinion, etc.

Meeting guidelines

Identify guidelines that will keep meetings productive. Examples include decision makers must be present, start on time, stick to the agenda, etc.

Communication guidelines

List guidelines used for effective communication.

Examples include everyone voices their opinion, no dominating the conver- sation, no interrupting, not using inflammatory language, etc.

 Decision-making process  Describe the process used to make decisions. Indicate the relative power of the project manager for decision making as well as any voting procedures. Also indicate the circumstances under which a decision can be revisited.
 Conflict resolution process  Describe the process for managing conflict, when a conflict will be escalated,

when it should be tabled for later discussion, etc.

 Other agreements  List any other agreements or approaches to ensuring a collaborative and productive working relationship among team members.