Team Charter and Norms Workshop Kit

Run a two-hour session in which your team agrees on its purpose, who does what and five to eight working habits everyone can see and follow.

Who it is for

• Managers and supervisors leading a new or changed team.

• Small-business owners bringing a small staff together.

• Department heads after a reorganization or a merger of two teams.

• HR and training professionals asked to facilitate a team session.

The problem it solves

Much team friction comes from different unwritten assumptions: how fast to reply, how handovers work, how to raise a disagreement. This kit helps a team write those assumptions down together, as a short charter with norms everyone could check, and keep them alive afterward. It includes everything the facilitator needs, with timing and exact cues.

What is inside

• How to use this kit (page 1; 1 page)

• Copyright and License (page 2; 1 page)

• Part 1: Guide (pages 3 to 4; 2 pages)

• Part 2: Before the session (pages 5 to 6; 2 pages)

• Part 3: Facilitator plan (pages 7 to 12; 6 pages)

• Part 4: Participant handouts (pages 13 to 16; 4 pages)

• Part 5: Team charter template and example (pages 17 to 18; 2 pages)

• Part 6: After the session (page 19; 1 page)

• Editable Word version of everything above (21 pages)

Examples come from a physiotherapy clinic and a warehouse team, with notes for restaurant, retail, trades, office and remote teams.

How to use it

1. Read the guide and choose the full two-hour, 60-minute or online version.

2. Send the invitation and the pre-session questions a week ahead.

3. Run the session with the facilitator plan, using the four handouts.

4. Complete the charter at the end of the session, post it, and hold the 30-day review.

Formats and file types

• Printable PDF (19 pages), US Letter.

• Editable Word file (.docx, 21 pages) with the facilitator plan, handouts and charter template.

Frequently asked questions