Team Charter

Team Charter Template (PDF)

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Team Charter Template (Microsoft Word)

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The Team Charter helps set the stage for the rest of the acquisition process. Establishing the Charter helps to focus the acquisition team on the objectives of the effort. The purpose of a Team Charter is to develop a structure to assign accountability and responsibilities for team members and to empower the team through senior stakeholder(s) approval and commitment.

A Charter should address the following:

  • Team purpose, description, and objectives
  • Team deliverables
  • Team membership, roles, and responsibilities
  • Overall team responsibility
  • Team’s authority
  • Operating agreements, rules of internal team communication
  • Critical success factors
  • Sign-off / Approvals

Watch the video for a walkthrough of how to address these items in your Team Charter. Once you are ready to prepare your own Team charter, you can download the templates below to use as guides.