When to use this tool: If you’re standing up a new project team, adding a significant amount of new members, or changing team leads.

How to use this tool: Carve out time for a 60-90 minute structured dialogue around team norms at least 2x annually to ensure there is a flexible framework for inclusive meeting and decision making practices.

Develop your charter together using a whiteboard tool like Jamboard, Mural, or even PPT online. Store your charter as a living document in a central location where everyone can access and make suggestions on a rolling basis. Share the charter with new team members so they know what to expect, and ask for their suggestions to add or edit the charter after their first month with the team. This is a great way to keep your charter active, relevant and sustainable.