Project Kick-Off and Team Charter

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Agendas for Project Kick-Offs and Team Charters ("ways of working") to align new and existing teams for achieving goals and collaborating effectively.

Duration: Any
Participants: 3 +
Facilitators: 1 +
Difficulty:  Medium
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Objectives

  • Align team members with project goals and expectations.
  • Clarify roles and responsibilities for seamless collaboration.
  • Identify potential risks and assumptions to mitigate challenges early.
  • Foster communication and decision-making norms.
  • Develop a comprehensive team charter to guide the project.

Instructions

When should this session be delivered?

This workshop is ideal at the start of a new project, when a team is forming or undergoing significant changes, or when existing workflows need alignment. It ensures all team members have a shared understanding of objectives, working agreements, and collaborative norms

Who can facilitate it?
  • Project Managers looking to align stakeholders and teams.
  • Team Leaders seeking to improve team dynamics and collaboration.
  • External Consultants specializing in team effectiveness.
  • HR or Organizational Development professionals focusing on culture and performance.

Author

Lauren Green is a meeting facilitator, coach and trainer, as well as a visual notetaker. She is the owner and executive director of MeetingMakers, a close-knit team of experienced facilitators, trainers and meeting coaches who partner with clients to facilitate meetings with tangible outcomes and lasting impact. She believes facilitation should be a core competency for all professionals and is on a mission to make this a reality. She is recognized for her high energy and ability to fuel creativity and drive productivity in meetings, while also helping groups recognize and scale their collaboration strengths. Lauren earned a master’s degree in Organization Development and Knowledge Management from George Mason University, where she now teaches facilitation as an adjunct professor. Lauren is an International Coach Federation certified coach and an MBTI® and EQi (emotional intelligence) Practitioner. She is a certified LUMA Instructor, specializing in teaching design thinking workshops. Lauren is the host of the podcast This Meeting Sucks, on a mission to un-suck meetings and bring meeting skills to the masses, one episode at a time.

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