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WorkshopAny teamProject kickoff

Team charter and working agreement

60 minutes 8 blocksFree Free template

The team writes its own norms for purpose, communication, meetings, decisions and conflict, votes on the few that matter and commits to them together.

Use this template See inside

Free to use and to run live. No card needed.

Share
Purpose
Why this team exists
Communication
Channels, response times, focus time
Meetings
Meeting norms and ground rules
Decisions
Who decides what, and how
Conflict
When it goes wrong: tension, missed promises

In short

A team charter is a short agreement, written by the team, about its purpose and how it works: communication, meetings, decisions and handling conflict. This template collects norms from everyone's phone across five areas, dot-votes them, keeps two or three per area and ends with a commitment vote in 60 minutes.
Time
60 minutes
People
3 to 15
Board
5 areas, 5 dots each
Plan
Free

Updated October 4, 2026

What's inside

The agenda

By the end of this meeting, the team has agreed a short charter of norms everyone commits to and a date to review it.

60 min · 8 blocks, drawn to scale Fits exactly
  1. The best team you've been part of, 4 minutes 4
  2. What a charter is for, 4 minutes 4
  3. Norms in each area, 15 minutesBrainstorm 15
  4. Group duplicates and dot-vote, 10 minutesDiscuss 10
  5. Agree the top norms, area by area, 15 minutesDiscuss 15
  6. Can you commit to this charter?, 4 minutes 4
  7. How and when we'll review it, 5 minutes 5
  8. Read the charter aloud, 3 minutes 3
015304560 min
  1. +0′The best team you've been part ofOne word for the best team you've ever been part of4 minCheck-in
  2. +4′What a charter is forTip: A charter is the team's own agreement about how it works: written by the team, not for it. Short beats complete.4 minInfo
  3. +8′Norms in each areaTip: Behaviors, not values: 'we reply to direct messages within one working day', 'cameras optional, but say hello', 'decisions go in the channel with the reason'.15 minBrainstorm
  4. +23′Group duplicates and dot-voteTip: Five dots each, spread across the areas.10 minDiscuss
  5. +33′Agree the top norms, area by areaTip: Keep two or three per area. Test each one: what would we actually do differently if we kept it? If nothing, drop it.15 minDiscuss
  6. +48′Can you commit to this charter?Can you commit to this charter?Tip: If anyone says 'with one change', hear it now. A charter half the team doesn't believe in won't hold.4 minVote
  7. +52′How and when we'll review itTip: Review after a month, then every quarter or when someone joins. Agendiq's summary keeps the agreed charter so you can open future meetings with it.5 minDecide
  8. +57′Read the charter aloud3 minWrap-up

How to run it

  1. 1Run it when a team forms, when someone joins, or when friction keeps coming up.
  2. 2Collect norms from phones as behaviors, area by area, so everyone writes and not just the loudest voices.
  3. 3Dot-vote, keep two or three norms per area, then take a commitment vote and hear any objections.
  4. 4Read it at the start of the next few meetings and review it after a month.

Questions people ask

What is a team charter?
A team's own written agreement about why it exists and how it works together. It usually covers purpose, communication, meetings, decision-making and what to do when things go wrong.
What's the difference between a team charter and a working agreement?
A working agreement focuses on day-to-day norms; agile teams often keep one. A team charter adds the team's purpose, roles and decision rights.
What are some examples of meeting norms?
Start and end on time; agenda shared a day before; one conversation at a time; phones away unless we're voting on them; every meeting ends with owners and dates.
What are good ground rules for meetings?
A few the group agrees on and keeps, such as: be on time, listen to understand, disagree with ideas not people, and leave with clear actions. Fewer rules that hold beat a long list.

Run it with your group

Free
  • Ideas land on the board from every phone, then dot-vote
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to use and to run live. No card needed.

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Change anything in the editor. When you're ready, press Present: everyone joins with a scan and answers on their phone.

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