Business OS
Human ResourcesGeneral

Team Charter

Team operating agreement defining purpose, ways of working, and accountability.

Updated 15d ago
teamoperating-modelcollaboration

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Team Purpose

Define why this team exists and the value it delivers to the organisation and its customers.

Team Members & Roles

NameRolePrimary Accountability

Goals & Success Metrics

  1. {{goal_1}} — measured by {{metric_1}}
  2. {{goal_2}} — measured by {{metric_2}}
  3. {{goal_3}} — measured by {{metric_3}}

Ways of Working

  • Decision-making model (consultative / consensus / delegated)
  • Meeting cadence (stand-ups, planning, retros)
  • Communication channels and response expectations
  • Conflict resolution approach
  • Definition of done for shared deliverables

Team Values

List the values the team commits to demonstrate, with examples of what each looks like in practice.

Review Cycle

This charter will be reviewed quarterly and updated as the team's mission or composition evolves.

Acknowledgement & Signatures

By signing below, both parties confirm they have read, understood, and agreed to the terms of this document.

Signed
Date

Scope

Applies to all line managers, HR business partners, and people-management activities across {{company_name}}, including permanent, fixed-term, and contractor populations where relevant.

Definitions

  • "People Manager" means any employee with direct reports or operational oversight of contractors.
  • "HR Business Partner" means the designated HR contact supporting a function or region.
  • "Workforce Plan" means the approved headcount and capability plan for the period.

Roles & Responsibilities

RoleResponsibility
Executive SponsorEndorses the document, allocates resources, resolves escalations.
Human ResourcesOwns the template, maintains accuracy, advises on application.
People ManagerApplies the document fairly, documents decisions, escalates exceptions.
EmployeeReads, acknowledges, and complies with the requirements set out below.

Procedure

  1. Align the activity with the approved workforce plan and budget.
  2. Engage HR early to ensure consistency with policy and applicable law.
  3. Document the rationale, decision, and outcome in the appropriate system.
  4. Communicate decisions to the affected employees with clarity and respect.
  5. Review outcomes at the next quarterly people review.

Operational Controls

Signed
Date

Document Control

FieldValue
Document OwnerHuman Resources — {{company_name}}
CategoryStaff Management
Version1.0
Effective Date{{date}}
Next ReviewAnnually from effective date
Approved By{{manager_name}}
ClassificationInternal — Confidential

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