How to Create a Charter Statement

A charter statement is a document written on behalf of a team, such as a project management team or a quality improvement team. The charter statement concisely describes the mission and purpose of the team, with the intent to lead and encourage its members. While a charter statement should not be taken lightly, neither does it have to take a lot of time or effort. Brainstorm as a team and create the ideal charter statement.

Difficulty: Moderately Easy

Instructions

1. Brainstorm with the team, creating an outline draft of the charter statement as you establish parts of the statement.

2. Decide the essential purpose of the team. It may be short term, such as a project, or more broad. The more concise, the better focused the team will be.

3. Define who or what will benefit from the team. List this next, including a short description of how it will gain.

4. Ascertain how success or compliance will be measured. If possible, use time frames and measurable goals.

5. Assemble the outline into a single paragraph. Keep the team's purpose between one and three sentences. For the who and how section, one sentence is ample. Finally, a sentence or two is sufficient for the team's goals.

Resources

• Sample Charter Statement

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