1. Foundations of Team Leadership
Charters

2. Open FTL
Open FTL
Team Charter
Team Charter is a tool for building the team and for establishing clarity around elements critical to the team’s work.
It makes explicit agreed upon the Key Elements:
Team Composition
Scope of the Task
Sponsor’s expectations
Roles and Responsibilities
Team Success Indicators
Team Operating Principles
Behavioral Norms

3. The Chartering Process
A participative undertaking to ensure that that everyone is:
Clear about the Purpose and Expected Results
Participates in clarifying/ co–creating goals and committing to them
Determines how team will work together to achieve Results
Most Often Employed
Launching of Teams
New Initiative
Getting Everyone on Same Page
Transforming the Way We Work and Learn Together
HRSLO
Foundation of Team Leadership

4. Objectives/Purpose Support of Team Leaders In
Sharpening personal leading & team-building competencies
Enhancing self-awareness & ability to understand others
Developing better communications skills
Enabling cultivation of team synergy
Increasing interpersonal collaboration abilities
Learning-to-Learn to improve Team results & performance
Assembling Best Practice Tool Kit

5. Setting Learning Goals
K Tyran. WWU. 04
Research Shows: Setting Goals = 10 to 25% Improvement in Performance
Transforming the Way We Work and Learn Together
HRSLO
Foundation of Team Leadership

6. Specific Measurable Actionable Realistic Time Bound
GOALS
GOALS
S M A R T GOALS
Specific
Measurable
Actionable
Realistic
Time Bound

7. Operating Principles Safeguards
Trust, Respect, Diversity & Inclusion Value everyone’s uniqueness- Challenge ideas not individuals- First seek to understand-Leave no one behind
Responsible for Learning Set Learning Goals- Slip In/Slip Out- Test techniques- Gather tools-
Valuing of Learning Take risks- Try new things- Learn from mistakes- ENJOY
Safe Learning No such thing as stupid questions- No judgments- Pass anytime
Plenary Let People finish their thoughts -One voice at a time (Most times)-Be concise- Clarifying & paraphrasing always adds VALUE
Responsible Public Record Flipcharts are cohort’s public record - Speak up (class or Offline) or ask for a poll when in doubt or disagree
Deference to Group Monitor individual plenary time & how often- Mentor & coach each other
Confidentiality If starts here - Stays here

8. Safe Learning Class Environment

9. Aspiration for Team Leaders Post FTL
Team Leader Enacting Safe Learning in Own Environment
Clients
Organization
TEAM
Safe Learning Environment

10. Roles and Responsibilities for Week
Learning Coaches
Facilitating a Learning Context:
Enabling Safe Learning Environment
Managing Time and Trust
Small Team Coaching
Private Feedback by Appointment
Fostering Cohort for the Week
FTL
Week
Participants
Responsible for Own Learning:
Staying Open and Curious
Enhancing Inner & Outer Awareness
Setting Learning Goals
Building a Tool Box
Actively Peer Learning
Cultivating Generosity of Spirit

11. Course Content Expectations
Safeguards

12. Charter Membership: Members of FTL Cohort
FTL Cohort Charter
Operating Principles
Safe Learning Environment- (Facilitator safeguards)
Group Norms
Participant Generated Behavior Norms ( How we will work and live the week together)
Roles & Responsibilities:
Facilitators: Facilitating a Learning Context-Safe Environment- Coach
Participant: Be Responsible for own Learning -Engage in LAB- Gather Tool KIT-Support Cohort
Charter Membership: Members of FTL Cohort
Purpose - Achieve Course Goals & Achieve Individual Learning Goals:
Learning Goals:
Facilitators Re Outcomes of Week: That participants can capacity build once back in work context
Participants RE Goals:
Daily Learning Goals- Stretch goals for ourselves every day-
Week’s Objectives: Walking away with great Tool KIT
Clarifying Expectations:
Participants RE Course Content: What is and what is not part of curriculum
Facilitators RE Participants:
OUTLOOK: Open to Learning—Positive –Curious --Generous--Supportive
TASK: Open to learning through all types of vehicles & approaches

13. Team Charter Template
A Team Charter is a Tool for Aligning Around Questions Important to the Team’s
Purpose (WHY)
Goals (WHAT)
Nature and Organization of the Team’s Work (HOW)
Purpose of Undertaking (WHY Engagement is to be Done)& Expectations (Clients and other Stakeholders)
Goals, Scope &Timelines (Achievements & Milestones to be reached by when)
Team Composition (Who is core- who is extended-?)
Roles and Responsibilities (Who does what- when?)
Team Success Indicators (E.G Monitoring outputs, outcomes & adjusting for results)
Team Operating Principles (E.G Principles of Trust- Safe Learning- Collaboration- Common Vision- Shared Learning?)
Team Interactions & Behavior Norms (E.G. How are decisions made- How we communicate virtually-How we support each other- How credit is shared/or not-)
People and Task Processes (E.G How often we meet- Meeting practices we follow- How we do missions & write Aide Memoires –How we produce papers )

14. Team Charter Format (Bank Sample)
Sponsor’s Expectations and Constraints
Scope of Task
Team Composition
Selection
Gaps
Strengths
Importance to the Region
Type of Team
Purpose
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15. Team Charter Format (Bank Sample)
Behavioral Norms
Team Operating Principles
Team Goals
Responsibilities 1. 2.
Team Member:
Team Leader:
Team Sponsor:
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