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Unlock Your Team’s Potential
Streamline collaboration with The Clearing’s Team Agreement Framework, a downloadable template from DC’s leading organizational culture consultants
Create Clear Goals, Roles, & Norms for Optimal Team Dynamics
A Team Agreement Framework, commonly known as a “team charter,” is a co-created document that outlines the purpose, goals, roles, responsibilities, and norms of a team. It serves as a roadmap for the group, providing clarity and alignment on objectives and expectations.
A well-crafted and mutually agreed upon team charter helps to establish a shared understanding among team members, enhances communication, fosters accountability, and promotes teamwork. It typically includes information such as the team’s mission or objectives, scope of work, timeline, decision-making processes, and guidelines for resolving conflicts.
The Clearing’s Team Agreement Framework Template includes:
An easy-to-populate template that helps your team align around goals, roles, norms, and more
Thought-provoking questions for the team to work through together, aligning around ways
of operating to maximize efficiency
Why Establish a Team Agreement Framework?
Creating a Team Agreement Framework will help you and your team achieve:
Clarity and Alignment
A team charter ensures everyone understands their roles and responsibilities, reducing confusion and fostering alignment towards common goals.
Effective Communication
With clear guidelines on communication channels and frequency, a team charter promotes open and effective communication among team members.
Accountability and Ownership
By defining expectations and deadlines, a team charter encourages accountability and empowers team members to take ownership of their tasks and contributions.
Team Alignment Framework Meeting Logistics
Use the following checklist to plan for a Team Alignment Framework conversation.
Schedule a meeting with your team to create your team charter. Chartering conversations typically take 60–90 minutes.
Book the necessary conference rooms for team members who will be joining from the office.
Ensure IT resources are available to support participants.
Distribute the team chartering document to all team members 2–3 days in advance of the meeting so they have time to review the question set and consider their responses. If pressed for time, consider having team members fill in the charter in advance of the meeting.
Assign a dedicated person to capture responses and decisions during the meeting.
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