Team Charter Template

A team charter template to align a team on purpose, goals, roles, ways of working, and decision-making — the operating manual every team needs.

TemplateFree PDF and CSVUpdated Culture & Engagement

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What you get

  • A complete charter structure from mission to working agreements
  • Prompts to define roles, decision rights, and communication norms
  • A meeting cadence and ways-of-working section
  • A facilitation flow to build the charter together

Template preview

The structure, not the finished file. The PDF and CSV carry the complete version.

Charter header

Team name
Team lead
Members
Last reviewed

Purpose & goals

Mission— why this team exists in one sentence
Top goals this quarter— 2–4 measurable outcomes
How we measure success— the metrics we own
Who we serve— internal/external stakeholders

Roles & responsibilities

MemberPrimary responsibilitiesBackup / cover

Decision-making rights

Decision typeWho decidesWho is consultedWho is informed
Day-to-day execution
Prioritisation / roadmap
Hiring within the team

Ways of working (agree as a team)

  • Core collaboration hours and timezone expectations
  • Where we communicate and expected response times
  • How we run and prepare for meetings (agenda, no-agenda-no-meeting)
  • How we give and receive feedback

The preview stops here; the template continues in the download.

How to use this template

  1. Co-create it. Draft the charter in a working session with the whole team so it reflects shared commitments, not a manager's wishlist.
  2. Be concrete. Replace vague aspirations with specific norms — response times, meeting rules, and decision rights.
  3. Make it visible. Store the charter where the team works and reference it when onboarding or resolving friction.
  4. Revisit quarterly. Review the charter each quarter and after major changes so it stays a living agreement.

Frequently asked questions

What is the difference between a team charter and company values?

Company values describe culture across the whole organisation. A team charter is your team's operating manual — purpose, goals, roles, decision rights, and the specific norms for how this team works day to day.

Who should write the team charter?

The whole team, together. A charter imposed by a manager rarely sticks. Co-creating it in a working session builds the shared commitment that makes the norms real.

How often should we update it?

Review it quarterly and after any major change — new members, a reorg, or a shift in goals. The charter is a living agreement, not a one-time document.