Team Charters

Tools & Techniques

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Team Charters and Natural Work Teams

CONTENTS: Managing a Team Establishing a Charter and Definition An Example of a Team Charter What is a Natural Work Team

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Managing a team demands basic project management skills

Objectives

Timelines

Critical Success Factors

Plan-Do-Review

Deliverables Resources

Issues

Activities

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The first step in managing a team is to establish its charter

Objectives of a charter:
To provide the team with a focus for discussing their role To give management a check point for early review To give other teams an overview of the teams activities To help generate a fast start to setting up a new team or reestablishing an existing team

A charter is a one-page document created during a teams launch, outlining the teams objectives and other critical elements of success.
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An example of a standard team charter

O que que a equipe est tentando resolver, por exemplo Estamos rapidamente a perder quota de mercado na Europa Os objectivos da equipa por exemplo, para restaurar a sua quota de mercado para nvel de 1999 Identifica as pessoas-chave que precisam ser envolvidos e conforme o caso, por exemplo, define o seu papel A. Facilitador N. Outro; J. Bloggs Cliente Define claramente as reas a serem cobertas por exemplo, Mercados da Europa excluindo os Balcs
Issues Scope Critical Success Factors

Objectives Deliverables

Measures

Indica algo que deve acontecer se os objectivos esto a ser realizado, por exemplo Fornecer a Europa fundamental para a estratgia da empresa Indicadores de alto nvel com um alvo claramente que permite o progresso contra os objetivos declarados a ser medido, por exemplo Actual quota de mercado na Europa (meta de 30% no final de 2001)
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The Team

Charters

Tarefas especficas que a equipe concluir por exemplo, Resumo da quota de mercado por pas nos ltimos cinco anos

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When developing the objectives and deliverables in your charter. . .

Ensure that the aims of the charter are consistent with the higher level company strategy or vision Introduce stretch targets Remember to consider soft issues (culture and behaviour), not just the more tangible issues such as cost reduction

Remember not to get too detailed when building your charter.

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An example of a Team Charter

Issues
H2 inspire delivery H2 maintain momentum within the extended team H2 ensure the changes that we make are sustainable H2 balance financial delivery with personal development H2 maintain delivery focus whilst extending influence outside the team in an environment of increasing demands on our skills H2 manage individual insecurity H2 to be a more effective link between the team and the management team H2 ensure sufficient resourcing

The Team
Joe Bloggs - Client Arthur Smith - Facilitator Sally Brown Douglas Bank

Critical Success Factors

Ongoing communication of the need for change Focus on short-term delivery Effective/timely resolution of difficult issues Total commitment to management and the team Ongoing management support for the team Exhibit behaviours that value the team in a period of individual uncertainty

Scope
All team members All Clients associated with the team Leadership Team members Key stakeholders identified in mobilisation plans

Deliverables
Motivated project team Clear communicated resource, development and succession plans A fully implemented performance management process An updated team transformation map Leadership team interventions to provide inspiration, energy and development leadership A communication and mobilisation plan A management team demonstrably operating all project processes

Measures
Meeting management processes > 75% Performance review > 95% Simplified quality of work life charter followed by clear resultant action Creation and ongoing monitoring of transformation map Visible Benefits tracking Clear Plan-Do-Review process with Traffic lights system

Objectives
Support the project for delivery Lead new dynamic culture where agreed by leadership team Create sustainable best practice and ensure it is articulated and delivered Facilitate personal growth, assisting self-awareness of strengths/weaknesses and managing expectations
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A charter provides focus and direction for a team

Aids in communicating the purpose of the team Clearly communicates the scope Aids in team design and selecting participants Helps to clarify roles and responsibilities Clearly defines expected accomplishments Outlines approach the team will use Lists specific deliverables

The charter is a teams blueprint for success.

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What is a Natural Work Team (NWT)

A Natural Work Team is a small group of people who have come together to address a common business issue a top-down specification of the topproblem but a bottom-up bottomdevelopment of the solution

It needs to contain the right people It addresses the correct issues Focused on problems/solutions NWTs exist temporarily
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Further information. . .

Please contact Simon Lees or Caitriona Manser

Using Work Teams Effectively - HPT Approach Change Management Toolbox

Charters

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