Strategy Execution Playbook

Introduction

Strategy Execution Playbook

Box0.3: Team Charter Framework

About

A team charter enables the team to discuss its aspirations, rules of engagement and critical information upfront. You can use this charter when kicking off a team’s work on a strategic initiative. Developing a team charter has proven to be an essential first step in the successful delivery of a project. • Serves as a directional tool to think about the critical elements of the project. • Establishes critical rules of engagement, based on determination of the team values and roles, as well as considering the personal goals of individuals within the team. • Provides a good focal point for the teams to return to when they need to realign or reassess their assumptions. • During the first week of the project’s kick-off. • At the start of each new step. • As a reference when faced with team conflicts. • As a reference when team efficiency is not deemed optimal.

• Share relevant individual learning goals • Identify content preferences • Individual preferences (Hogan/Belbin) • Discuss how team members will support each other • How and when will you exchange constructive feedback

• Discuss personal demands and individual lifestyle preferences • Decide how team will manage its schedule around these

Merits

Individual Development

Rules of Engagement

Team Management

Team Values

Roles

When to Apply

• Plan the teamwork and team meetings • Define how the team will make decisions • Agree on how conflicts will be handled • Decide how individuals will share their work with the team • Review team charter regularly

• Identify team values • Review professional conduct guidelines • Discuss confidentiality • Decide how you will monitor team spirit • Determine how you will have fun as a team

• Confirm team roles and how you will interact • Determine anticipated involvement level • Identify knowledge resources within team/ or within organization

Tools to Use

•

Team charter (see Annex C.16, p. 448)

Figure 0.4: Team Charter Framework

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