We’ve gathered the most useful team charter templates in Excel, Microsoft Word, Adobe PDF, PowerPoint, Google Docs, and Google Sheets formats. 

In this article, you’ll find the following:

Simple Team Charter Template

Simple Team Charter Template

Download a Blank Simple Team Charter Template for 
Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets
 

Download a Sample Simple Team Charter Template for 
Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

When to Use This Template: Use this template when you need a straightforward, organized approach to establish a team and outline its project, goals, and operational structure.

Notable Template Features: This template features distinct sections for essential team and project details, including team name, project name, team leader, duration, background, mission, objectives, budget and resources, roles and responsibilities, communication plan, and risk management. Fill in these sections to ensure you establish a comprehensive team setup and clear guidelines for success.

For additional insights on team alignment and productivity, read our essential guide to creating an effective team charter.

Basic Team Charter Slide Template

Basic team charter slide template example

Download a Blank Basic Team Charter Slide Template for
PowerPoint  | Google Slides


Download a Sample Basic Team Charter Slide Template for
PowerPoint  | Google Slides

When to Use This Template: Use this template to create presentations that define team scope, roles, working methods, and objectives. This template is ideal for team meetings and project kick-offs.

Notable Template Highlights: Any team can use this template to maintain focus and stick to clear goals. It includes sections for scope, roles and responsibilities, way of working, and mission. It also includes sections for Fun Events, Norms, and Values, which you can define to foster team spirit and a collaborative environment.

Agile Scrum Team Charter Template

Agile scrum team charter template example

Download a Blank Agile Scrum Team Charter Template for
Microsoft Word  |  PowerPoint  | Google Docs


Download a Sample Agile Scrum Team Charter Template for
Microsoft Word  |  PowerPoint  | Google Docs

When to Use This Template: Use this template to establish an Agile Scrum team to define roles, values, and success criteria. Doing so will help ensure clarity and alignment for effective Scrum practices.

Notable Template Features: This template includes sections for purpose, roles and responsibilities, Definition of Done, and Agile methods/events. This provides a structured framework to support Scrum processes and facilitate continuous improvement and effective communication within the team.

For more Agile resources, check out our article on Agile project charters to enhance your project's focus and direction.

Project Team Charter Template

Project Team Charter Template

Download a Project Team Charter Template for
Excel  |  Microsoft Word  | Google Docs

When to Use This Template: Use this template to formally establish a project's foundational details, team structure, and operational guidelines, to ensure clarity and alignment from the outset.

Notable Template Features: This template includes sections for project name, project reference, team members, and team values and principles — this provides a structured approach to defining the project’s identity and the team’s core operating principles. The template also includes sections for meeting and communication guidelines to facilitate efficient and effective team interactions.

For more project charter resources, check out our collection of free project charter templates to help you effectively outline and manage your projects.

Six Sigma Team Charter Template

Six Sigma Team Charter Template

Download a Blank Six Sigma Team Charter Template for
Microsoft Word  | Google Docs

When to Use This Template: Use this template to formalize Six Sigma projects to ensure you clearly define project goals, scope, roles, and metrics to drive process improvements and quality management.

Notable Template Features: This template includes detailed sections for problem statement, Six Sigma roles (e.g. Champion, Master Black Belt, Black Belt, Green Belt, and team members), business case, DMAIC phases and deliverables, and key metrics. This dynamic Six Sigma-specific template provides a structured approach to identifying performance gaps, setting measurable goals, and outlining the steps and metrics for achieving Six Sigma quality improvements.

For more team charter options, check out our free project charter forms (simple & advanced) to suit your project’s needs.

Team Charter Canvas Template

Team charter Canvas template

Download the Team Charter Canvas Template Template for
PowerPoint  | Google Slides

When to Use This Template: Use this template to collaboratively define and visualize team roles, objectives, and operational strategies in a single, comprehensive view. This template is ideal for team workshops and strategic planning sessions.

Notable Template Features: Featuring an intuitive canvas layout, this template enables teams to map out purpose, roles, key stakeholders, measures for success, and risk management, fostering engagement and ensuring all team members have a clear, shared understanding of the project’s goals and processes.

For more resources, explore our collection of free Microsoft Word project charter templates to streamline your project planning and management.

Healthcare Team Charter Template

Healthcare team charter template

Download a Blank Healthcare Team Charter Template for
Microsoft Word  | Google Docs

Download a Sample Healthcare Team Charter Template for
Microsoft Word  | Google Docs

When to Use This Template: Use this template to organize and guide healthcare projects and ensure clear roles, objectives, and strategies tailored specifically to medical and patient care initiatives.

Notable Template Features: Designed with a healthcare context in mind, this template includes sections for healthcare project name, healthcare-specific objectives, and risk management, emphasizing the unique aspects of healthcare projects such as patient outcomes, medical resource allocation, and adherence to stringent communication and data security protocols.

Streamline Team Charter Processes with Real-Time Work Management in Smartsheet

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

 

 

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