Figure 12.1. Sample team charter Team Charter Our team charter is an agreement among our team members about our team mission and goals, and the ground rules for behavior, operation, and management of the team. Date Approved: 12/01/2017 Team Members: S. Davis, M. Caldwell, H. Baxter, J. Preston, W. Holden, E. Monroe Team Name Revenue Cycle Efficiency Team Team Mission Develop a relational database application that tracks claims at every checkpoint and provides a dashboard and metrics for assessing revenue cycle efficiency and management. Team Goals (specific actions with performance levels and time frames) Deliver a relational database solution on time and within budget that meets 100 percent of client functional and usability needs Follow department standards for design and development of relational databases solution 100% of the time Provide an excellent customer experience, responding to phone calls, e-mails, and other requests within 15 minutes, 98 percent of the time Work together efficiently as a team of professionals, following team norms and ethical practices 100 percent of the time Norms (behaviors and ground rules for team interactions) Meeting norms (ground rules for team meetings) Meets every Tuesday from 8:00 to 9:00 a.m. and meetings start and end on time Minutes are taken for each meeting and archived in the electronic team notebook Agendas are prepared by team leader and distributed 48 hours in advance of meeting Relationship norms (expectations for how team members treat each other) We will treat each other with respect We will ask questions when in doubt . We will acknowledge and respect the value of each team member We will leverage the strengths of each team member . We will listen to and consider the opinions of others Communication norms (ground rules for regular contact with each other for information and idea exchange) Communication outside of meetings is on designated team intranet group site Respond to e-mails or phone calls within 2 hours Leadership norms (behaviors for promoting fairness, team work balance, and cooperation) Work is distributed evenly among members Tasks are assigned to leverage skills, abilities, and strengths of members. Be flexible in meeting unplanned challenges and accept workload changes Perform weekly evaluation of team progress and member contribution Figure 12.1. Sample team charter (continued) Decision-making norms (ground rules for making decisions) Strive for consensus decisions Prioritize options If consensus cannot be achieved then decisions are made by majority vote Conflict-management norms (guidelines for handling and avoiding dysfunctional arguments and conflict) Be transparent; no hidden agendas Share and do not withhold information Address issues, not persons or personality Ensure each member's voice is heard Task-related norms (responsibility for assignments) Tasks are completed on time and with acceptable quality Come prepared to meetings Ask for input or help if task is unclear or if assistance with completing it is needed Alert team if there is time slippage with a task Assist other members in meeting deadlines due to unplanned challenges Team roles (list responsibilities of team leader, secretary, historian, and other roles and name individuals assigned to each role) Team Leader: Responsible for facilitating each meeting; preparing agendas; communicating with project sponsor and administrative lead; preparing and submitting interim reports; developing project timeline; monitoring project status; overseeing budget; adjusting project milestones and assignments due to unplanned circumstances; archives all project materials in group site team notebook Secretary: Responsible for taking meeting minutes and distribution of same within 48 hours of each meeting: archives meeting minutes in group site Team Charter Development The team charter is a consolidation of all the activities for creating and organizing a team. The following exercise gives you the oppor- tunity to apply the information and techniques described in this chapter to create and organize a team. Use the template in figure 12.2 to create a team charter with your team members for an upcoming or current student, work, volunteer, or other team. Figure 12.2. Team charter template Team Charter Our team charter is an agreement among our team members about our team mission and goals, and the ground rules for behavior, operation, and management of the team. Date Approved: Team Members: Team Name Figure 12.2. Team charter template (continued) Team Mission Team Goals (specific actions with performance levels and time frames) Norms (behaviors and ground rules for team interactions) Meeting norms (ground rules for team meetings) Relationship norms (expectations for how team members treat each other) Communication norms (ground rules for regular contact with each other for information and ideas) Leadership norms (behaviors for promoting fairness, team work balance, and cooperation) Decision-making norms (ground rules for making decisions) Conflict-management norms (guidelines for handling and avoiding dysfunctional arguments and conflict) Task-related norms (responsibility for assignments) Team roles (List responsibilities of team leader, secretary, historian, and other roles and name individuals assigned to each role) Signatures of team members