Team Charter Template

A Visual Tool to Outline Your Team’s Purpose and Goals

Instantly create a team charter with Creately and precisely visualize direction and boundaries.

  • Pre-designed templates to develop your team charter effectively
  • Infinite canvas to visualize the team’s goals and purposes
  • Real-time collaboration with team members to communicate better
Team Charter Template
National Geographic
Maximize Your Team’s Performance

Maximize Your Team’s Performance

Maximize Your Team’s Performance

Pre-defined templates to help visualize the team’s objectives and ways to achieve them.

Simple to use drag-drop tools and Plus Create for effortless visualization and repositioning on the canvas.

Context-aware shapes to insert additional key information with custom properties and data fields.

Formatting and styling to color code and differentiate elements of a team charter such as background, mission, objective, budget, and resources.


Bring Data Together for Better Understanding

Bring Data Together for Better Understanding

Connect items with dynamic connectors (lines, curves, arrows) that stay connected and arrange themselves as you make changes.

Embed documents, records, and assets with in-app previews to link information together for better understanding and communication.

Add-ons to add the team charter into Google/Microsoft documents, presentations, and spreadsheets.

Bring Data Together for Better Understanding
Bring Everyone Together

Bring Everyone Together

Bring Everyone Together

Audio and video conferencing baked into the platform to feel like you are in the same room.

Real-time cursors for any number of participants. Collaborate with teammates on a shared canvas.

Multiple access and role levels to streamline sharing, reviewing, and editing strategic communications, and action plans.

Comment with context, have discussions and follow ups on the same canvas. Async!


Communicate the Team Charter With a Wider Audience

Communicate the Team Charter With a Wider Audience

Multiple integrations to connect with popular platforms like Github, Slack, Google, Confluence, and more directly from Creately.

Whiteboard while presenting the team charter in real-time with high resolution.

Export in multiple formats (SVG, PNG, JPEG, and PDF) to share the meeting proceedings with the rest of the team or to archive.

Communicate the Team Charter With a Wider Audience

What Is a Team Charter?

A team charter explains how a team plans to get its work done. It focuses on why the team exists, the objectives the team is designed to accomplish, and how it is going to achieve them. The purpose of the team charter is to get everyone on the same page and keep them focused.

How to Create a Team Charter?

  • Invite all team members involved to create the team charter. Their participation and their thoughts about what your mission is and how you are trying to accomplish it is important to creating an effective team charter.
  • Use Creately’s team charter template to record the data you gather from the brainstorming session. Everyone including remote employees who can make edits with real-time collaboration.
  • Assigning a team leader should be done early on along with determining who will be second in command. If it’s a bigger team, there could be leaders for different subject areas.
  • Start with defining the background of the team. Why is the team formed? What problem are they expected to solve? How does that issue affect the organization? What do stakeholders expect from them? What is expected from each team member?
  • Set the mission and objectives for the team. The mission should highlight what the team is setting out to achieve while the objectives should adhere to the SMART criteria.
  • According to the objectives that you have identified, set the budget and allocate resources which include people as well as equipment and materials.
  • The next step is defining roles and assigning responsibilities. Here you will determine whether you’ll need additional expertise or whether training is needed for the team members. Create a RACI matrix to determine who should be responsible, accountable, consulted, and informed.
  • In the team operations section, clarify how the work gets done and define best practices. To make it easier for the team you can document recurring activities such as how meetings should be conducted, decision-making, conflict resolution processes, etc.
  • In the team member assessment element of the team charter, you need to detail how success will look like and how employee performance will be evaluated.