Team Charter Exercise

• Overview
• Components
  • 1) Who We Are
  • 2) Common Goals
  • 3) Core Values
  • 4) Potential Obstacles
  • 5) Ground Rules
  • 6) Communication Plan
• Follow-up
• Sample Charters

PART 1) Who We Are
The purpose of this discussion is to ensure that all members of the team have a keen appreciation for the talents, constraints, strengths, and potential weaknesses of their fellow team mates. This step lays the foundation for all subsequent steps and its value should not be underestimated. The following workout tips apply whether you have completed an individual assessment such as the Five Factor or Belbin Team Roles or not.

BASIC GROUP DISCUSSION QUESTIONS:
- Most people would describe me as...
- A strength I bring to this team and a bad habit that I have.
- How I respond when under stress.
- How I tend to approach conflict situations.
- The role I tend to play when on a team.
- Things that really annoy me when working on a team.

LEVERAGING THE FIVE FACTOR PERSONALITY INVENTORY:
- What style similarities do you see in the group? Are they a strength or a liability?
- What styles seem to be missing in your team? Are there ways to fill this gap?
- Are there differences that may contribute to conflict or stress? How can you minimize the impact?

USING RESULTS FROM THE BELBIN TEAM ROLES ASSESSMENT:
- Do you notice any duplication of roles within your team? Could this be a problem?
- Are their critical roles that are missing in your team? How can you fill these gaps?
- Based on your distribution of roles, how would you describe the "nature" of your team?