Using This Template
This template is a tool, not a form. Complete it collaboratively. Each section should be discussed, debated, revised, and agreed to before the charter is finalized. A charter arrived at through argument is stronger than a charter arrived at through consensus theater — it has been tested against actual disagreement.
The template does not prescribe answers. It prescribes questions. Every team's cooperation is structured differently. The structural requirement is that the terms are visible, contestable, and revisable — not that they match a standard pattern.
Section 1: Team Identity
Team name:
Primary purpose: What is the team actually responsible for? Not a mission statement — a specific function.
Team size and composition: Current headcount and roles represented.
Reporting structure: Who does the team report to? Who approves the charter? Who can amend it?
Section 2: Role Map
For each role on the team:
Table 2.3B.1-1 — Role map: scope, decision authority, and interfaces
| Role | Scope of Authority | What This Role Decides | What This Role Does Not Decide | Primary Dependencies | Interface Partners |
|---|---|---|---|---|---|
| [Role name] | [Decisions this role owns] | [Specific decisions] | [What is out of scope] | [Internal/external] | [Roles this role coordinates with] |
Scopes that overlap create ambiguity. Ambiguity becomes conflict. The role map's structural function is to prevent the condition where two people each believe they hold the same decision right — a condition that resolves through informal power, not through method.
Section 3: Decision Rights Matrix
Table 2.3B.1-2 — Decision rights: authority, consultation, and appeal
| Decision Type | Decider | Consulted | Advised | Informed | Timeline | Appeal Process |
|---|---|---|---|---|---|---|
| [Decision] | [Role] | [Roles] | [Roles] | [Roles] | [Days/weeks] | [How to challenge] |
Common decision types include: hiring and termination, budget allocation, technical architecture changes, process changes, customer commitments, promotion and compensation, and tool and platform choices.
Decider is the role whose judgment is final. If two roles can both decide the same thing, rewrite the row — it means no one actually decides. Consulted roles must be asked before the decision is made; their input may change the outcome. Advised roles offer views that are not binding. Informed roles hear the decision after it is made. Appeal process specifies the mechanism — silence here means disputes have no structural path to resolution.
Section 4: Interface Specifications
For each significant handoff between roles:
Table 2.3B.1-3 — Interface contracts: deliverables, standards, and recourse
| From Role | To Role | What Is Delivered | Quality Standard | Timing | Recourse if Defective | Owner of Interface | Review Date |
|---|---|---|---|---|---|---|---|
| [Role A] | [Role B] | [Deliverable] | [Measurable criteria] | [Days/frequency] | [What happens] | [Who maintains specs] | [Quarterly/annually] |
Quality standards must be testable. "Good specs" is not testable. "All acceptance criteria are present; each criterion can be verified in under two hours of QA time" is testable. The owner of the interface is responsible for maintaining the specification if conditions change — pick one owner, not two.
Section 5: Consent Validity Checkpoints
For each team member, assess the four conditions of valid consent:
Table 2.3B.1-4 — Consent validity assessment
| Role | Capacity: Can they understand the charter? | Information: Do they have access to needed data and standards? | Absence of Coercion: Can they exit without losing portable work? | Recourse: If terms are violated, do they have meaningful remedies? |
|---|---|---|---|---|
| [Role name] | Yes / No / Partial | Yes / No / Partial | Yes / No / Partial | Yes / No / Partial |
For each "No" or "Partial," name the specific barrier, the action to remove it, the deadline, and the person responsible. A barrier that is identified but never addressed is not a plan — it is a record of inaction.
Section 6: Interface Map
Draw or describe the team's dependencies using this format:
Dependency: [Role A] depends on [Role B] for [specific deliverable or capability].
If this dependency breaks: [Role A] is blocked from [specific output or decision]. Cost of blockage: [what the team loses, timeline impact]. Recovery time: [how long to replace or restore the dependency].
Hardening actions: For each critical dependency, specify one structural hardening action — cross-training, documentation, backup capacity, or redesign — and implement it.
The interface map is a diagnostic tool, not a criticism. It makes load paths visible so the team can identify fragility before it becomes crisis.
Section 7: Payoff Table
Table 2.3B.1-5 — Payoff alignment: contribution mapped to recognition
| Role | Input Metric (what the role does) | Output Metric (what the team produces) | Standard Performance | Above-Standard Performance | Below-Standard Performance | Review Cycle |
|---|---|---|---|---|---|---|
| [Role] | [Output per period] | [Team metric] | [Compensation/recognition] | [Compensation/recognition] | [What happens] | [Quarterly] |
Input metrics should be within the role's control. Output metrics are team metrics, but the table shows how the role's contribution connects to them. Standard performance is the baseline — what the role is hired to do. Review cycle specifies when the mapping is reassessed; if team outputs change, the payoff table should be revisited.
Section 8: Review Schedule
First review: [Date — typically ninety days after charter adoption.]
Subsequent reviews: [Quarterly / annually] on [specific date].
Amendment process: Changes require approval from [specify who] and agreement from [team consensus / team lead / affected role holders].
Version log:
| Version | Date | Change | Approved By |
|---|---|---|---|
| 1.0 | [Date] | Initial adoption | [Names] |
Implementation Checklist
Move the charter from document to operating system:
- All roles have reviewed and accepted the charter.
- All decision rights have been tested in a real decision within thirty days of adoption.
- All interfaces have been specified and reviewed by both parties.
- Consent validity barriers have been addressed, or a plan with deadlines exists.
- The interface map has been drawn and shared with the team.
- The payoff table has been reviewed; each person can articulate their own row.
- Entry requirements have been tested with a recent hire.
- Exit process has been walked through (not executed, but simulated).
- A review date has been scheduled.
Change Log
- 19 Mar 26 — Added the unit number to the title; converted the subtitle and date line to italic; standardized horizontal-rule formatting. Added table numbering with italic descriptions (Tables 2.3B.1-1 through 2.3B.1-5). Lowercased toolkit names per capitalization conventions. Removed redundant sections on exit process and charter review scheduling — exit process is covered in the companion sidebar (2.3B.1-2), and charter review was folded into Section 8. Tightened guidance paragraphs.