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
The goals of this exercise are to align on team purpose, establish shared values, create working agreements, define success metrics, and build team identity.
You'll have a team charter, a shared working agreement, and a foundation for collaboration.
Involve everyone to get buy-in. Keep the charter concise and actionable. Review and update it every 6 months. Display it prominently.

  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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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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  • Charter template

  • Whiteboard

  • Collaborative document

Unlock Materials Required

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Team Charter Template - Confluence
Confluence template for team charters.

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