Charter for the Team



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Summary: To Facilitate the changing from just a group of Individuals to a team that

 has its own Charter (purpose, Goals and roles) for working together

charter represents a document that describes a project, its rationale, its goals and its participants. The purpose of a charter aims at aligning the expectations of all the contributors so that their energy focuses on the project's priorities. 






Questions for dialogue

  •  Why are we creating a charter first rather than doing the Culture first?
  • What thoughts or experiences  do I bring to this exercise?



















A propose course of action:


1.  Has the group assigned roles to manage the process?

2.  Do you have a name for your team?

3.  Read what a Charter and Cultural statements are and discuss.

4.  The next steps are to create the charter first and then work on your cultural statement. These actions need to be recorded.

5.  You need to define some ground rules for how to deal with disagreements between team mates.


What are Smart Goals S= Specific, M= Measurable , A= Achievable, R= Relevant, T= Timely ,
Developing & recording the elements of our Charter

Purpose ...The reason why something is done or used, the aim or intention of something

Any Rules

Organization structure-Roles  Scribe, Captain, Planner, Advisor, Tester, Public reporter,


Goals for our team


 Write up your charter and copy for each individual






Example of a Charter-10/18/2020

The purpose of the group is to test and provide feedback on the given process (web-site top-sheet) to see if we can use it to learn the tools to create a functioning team; learn to pick a problem and solving for solutions of that problem using the listed tools.

 Our rational for doing this is that we are:

 Putting your wisdom to work; By providing tools to go from a group to a working community, from problems to solutions and showing a path for giving back to the community.


Our customer are seniors who live in a senior housing community.  The results will be presented by the group at the end of the process.


Our problem to solve will be the creation of a process for selling this method to a senior housing facility that gets their buy in.  The proposal needs to be no longer than a 6 page document. It shall contain the following areas; Value statement, benefits to the housing facility, benefits to the possible community, time frame, resources needed.


The goal of the group is to have some solutions to the problem that can be presented to the first client within a three-week period of completing the process.



John Bace: 4/1/2021


To advance the mission of Project Academy by testing and providing feedback on the overall methodology (while conducting as our own team on this problem), including the accessibility of the process and supporting web content, so that it is in a better position to be used by the first group of elder participants. 


In addition, support the marketing and rollout of the program with the initial participating groups.



Seniors interested in a fulfilling experience (see flyer details).


Primarily those living in a senior housing community, but not exclusively (market also through senior centers, libraries, etc.)



Our problems to solve are:

1)      Feedback and refinement of the overall methodology and

2)      Creation of a process for “selling” this program to group of seniors (or to a senior housing facility manager) that gets their buy-in and builds participation in the program



Complete the program (overall methodology) as a team; use as a means of learning the program, understanding the value, and providing feedback


Get a trial group of senior/elder participants to conduct the program, using as an opportunity for further testing and refinement


Have a plan to expand the number of groups of participants in order to increase the impact of Project Academy – do more good!



Scribe – rotating responsibility; limit or avoid meeting notes and focus on the program artifacts


Timekeeper (also Moderator?) – to hold to the stated agenda and time allotments; also help moderate disagreements (using tools)