Charter Template and Guide

July 10, 2024

Get the Resource (PDF)Creating a charter is a worthwhile exercise when forming a workgroup, advisory group, or committee or putting together a new project.

A charter provides guidance, aligns the project or team goals, and helps make the business case for the effort. This charter is meant to be both a guide and template; it contains many common elements that can be customized. Consider what is important for your successful work together and include those key elements in your team’s charter.

Putting together a charter may seem burdensome. In reality, it is an important source of truth for the team to reference throughout the project. That said, charters are working documents. As projects and teams evolve, it is important to revisit the charter and agree to updates together.

Assembling the team and developing the charter together is a collaborative way to kick off the work the team will do together. The Commonwealth of the Northern Mariana Islands’ (CNMI) Commonwealth Healthcare Corporation (CHCC) recently used this charter guide, and here is what a CHCC DMI team member had to say: "We collaborated to draft a comprehensive team charter for our Data Management and Integration work. Subsequently, we refined this document in conjunction with our partners, ensuring alignment and clarity. As we prepare for our inaugural meeting, this finalized charter symbolizes the committee's steadfast dedication to executing the Advisory group plan with solidarity and purpose."

Get the Resource (PDF)

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