MARKETING ESSENTIALS

Learning Team Charter Guidelines

In order to be an effective team, it is beneficial to get all members on the same page with
respect to where you are going and how you will get there. A charter can help your team
achieve this goal and serve as a useful framework throughout the project. The team charter will
also set clear expectations.

This document is designed to help your newly formed project group consider a series of
important issues that new groups should discuss before beginning their work. Working through
these questions should give your group both focus and direction as a starting point toward
meeting your goals.

Teams are encouraged to modify the template on the last page as needed to meet the needs of
their team.

Goals and Objectives

Goals and objectives are what the group needs to accomplish during its interaction. Effective
goals are specific, measurable, challenging – but achievable, and approved by the group.

What are your shared goals for the team? What does the team want to achieve?

 Describe the project challenge to ensure that everyone on the team has a sufficient
understanding of it.
 Discuss the possibilities. What will it look like if the team is successful? How will you know
that you have succeeded?
 What does each member of the team hope to accomplish and/or learn throughout the
process?
 Consolidate and agree on shared goals or objectives for the team.

Example: Complete work ahead of schedule to allow for differences in time zones (target
completion date); Provide enough time to allow for synthesis of information and revisions (set
timelines).

Team Norms

Norms are a list of behaviors expected of team members. Norms should be developed
collaboratively to ensure that everyone on the team is committed to the norms.

 What norms of behavior will support your team in meeting its goals? (e.g., standards for
attendance/participation, preparation, information sharing, decision making, accountability,
problem solving, confidentiality, conflict management)
 How will the team celebrate successes or manage violations of the agreed upon norms?

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Timeline and Milestones

It’s important to outline a timeline for the team’s work so that everyone on the team has an
understanding of what the team wants to accomplish, by when. If it is not possible to create a
detailed timeline in the beginning, then outline major milestones. Fill in the details as the team’s
work progresses.

Processes

Create a standard process at project onset to avoid communication gaps. This may include a
range of things such as:

 When and how often the team will communication? What are the attendance expectations?
(e.g., check in the group forum at least once per week)
 How will the team communicate?
 Where will the team save files and manage data?
 How will resources be used (budget, time, expertise)?
 How will decisions be made (majority rules, consensus, or some other method)?
 How will the team track its progress?

Roles

Like a sport or stage play, everyone on the team will have their role. While roles may shift over
the project, consider:

 What tasks need to be completed?

 For each member, what talents and expertise do they have? What new skills are they
hoping to develop?
 How will the tasks be completed? Who will do what?
 Will the team have a designated project manager?

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 MARKETING ESSENTIALS

Learning Team Charter

Course Title: Marketing Essentials (MKTG 260)
Instructor: Adebayo Adejuwon, BCS, MBA, MPP
Course Dates: Mondays (12:00 PM - 1:50 PM), Fridays (11:00 AM - 12:50 PM)

All team members participated in the creation of this charter and agree with its content:

Goals and Objectives

 The team will have an Excel sheet to track the team’s progress in their assigned tasks.
 The team desires to finish the course with at least an A-.
 The team wants to develop a sense of camaraderie throughout the course.
 The team will have weekly group meetings for support and to provide team updates.

Team Norms

Expected behaviors:
 Attend all scheduled team meetings.
 Good and effective communication.
 Accomplish all assigned tasks punctually with great quality.
 Respect between all team members
 Cooperate with one another.

To celebrate milestones/success:
 The team will personally congratulate all team members.
 At the end of the course, the team will have donuts and coffee!

To punish team member(s) who violates:

 Strike 1: Team member(s) will receive a warning from the team.
 Strike 2: Team member(s) will be reported to the professor.
 Strike 3: Team member(s) will be evicted from the group.

Timeline and Milestones

The hopes to stay on track and be aware of what needs to be accomplished at the end of
each week. As the course progresses, the timeline can be adjusted and updated to reflect
any changes in priorities or deadlines. The team aims to accomplish and finalize outputs at
least 3 days before the deadline.

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 MARKETING ESSENTIALS

Processes

 The team will be using Microsoft Teams as a platform to communicate with one
another when not meeting physically.
 The team will expect a message or an email from a member if they cannot attend
scheduled team meeting(s).
 The team will be sending an update of their progress with their assigned tasks.
 The team will save and manage files and data in Microsoft Teams and OneDrive.
 The team will be making all decisions through a voting system during our scheduled
meetings.
 The team will track group progress through updating an Excel sheet where tasks are
disseminated.

Roles

 All team members will be assigned different tasks per output.

 All team members are expected to cross check each other’s work to ensure work
quality.
 The team will have a different project manager for every output. This allows each team
member to grow and experience leading a group.
 Some of the tasks that needs to be completed are Research, Compilation, and
Design.

Name Talents/Expertise Skills to Develop

Raj Kanwar Singh Design, Presentation Research
Raya Franchesca Villamin Research, Design Data Analysis
Aj Ely Guillermo Design, Research Communication
Samuel Chinedu Presentation, Creativity Research
Muhammad Awan Data, Research Leadership, Design

Team Members/Contact Information

Name Phone Email

Raj Kanwar Singh 403 - 953 - 0061 Rajkanwar.singh@edu.sait.ca
Raya Franchesca Villamin 825 -733 - 7732 Rayafranchesca.villamin@edu.sait.ca
AJ Ely Guillermo 825 - 863 - 9898 ajely.guillermo@edu.sait.ca

Samuel Chinedu 587 - 573 - 6852 Samuel.chinedu@edu.sait.ca

Muhammad Awan 403 - 861 - 7329 Muhammad.awan@edu.sait.ca

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© 2016, Southern Alberta Institute of Technology