< Team Name > Charter Objective < Describe desired outcome of team for company > Scope < Describe team’s key responsibilities > Stakeholders: Primary < Receivers of your service such as Sales team, customers > Secondary < Providers of your service such as corporate functions > Key Deliverables: Next 6 Months < Short-term projects > 6 – 18 Months < Longer-term project > Metrics: Leading < Activity based metrics such as # of calls, # of meetings, # of opportunities > Lagging < Outcome based metrics such as time to full productivity, quota / target achievement >

Charter Example

Sales Enablement Charter - Example Objective Increase sales productivity and revenue by reducing the onboarding time from hire to full productivity; increase size and quantity of opportunities entering the funnel; and increasing deal size and volume. Scope Build foundational knowledge for our sales team to quickly become productive upon hiring and increase Sales productivity through training, certification and the adoption of effective messaging, processes and tools. Stakeholders Primary Sales Management, Field Sales, Channel Sales, Inside Sales, Sales Development Secondary Marketing, Product Marketing, Customer Service, Finance, Legal Key Deliverables Next 6 Months Certify sales team on new methodology Train team on new product line Update objection handling training 6 – 18 Months Deploy new Sales Enablement Platform Create and deploy partner self-service portal Metric: Leading < Activity based metrics such as # of calls, # of meetings, # of opportunities > Lagging < Outcome based metrics such as time to full productivity, quota / target achievement >

Charter Socialization Slide - Example Build foundational knowledge for our sales team to quickly become productive upon hiring and increase Sales productivity through training, certification and the adoption of effective messaging, processes and tools. Sales Leadership Promotions SPIFFs Commissions Marketing Product Releases Webinars Campaigns Finance Legal Certification Training Recognition Sales Management Field Sales Inside Sales Sales Development Channel Sales Partners Sales Enablement Enablement Priorities Continuous Improvement