Creating a
Team Charter

Unifying a team culture

Unifying a team culture

Unifying a team culture

A team isn't really a team without a common goal and focus. Sometimes, a bunch of people are put together, but they struggle to work as a team. That's where a team charter comes in. It helps the team align on their purpose and how they should operate.

A team isn't really a team without a common goal and focus. Sometimes, a bunch of people are put together, but they struggle to work as a team. That's where a team charter comes in. It helps the team align on their purpose and how they should operate.

A team isn't really a team without a common goal and focus. Sometimes, a bunch of people are put together, but they struggle to work as a team. That's where a team charter comes in. It helps the team align on their purpose and how they should operate.

Client

Red Ventures

Type

Design Ops

Industries

Education

Date

Nov 2023

Background & Approach

After joining a new team this year, I noticed a lot of dysfunctional behaviors within the Design team. Trust was lacking, processes were unclear, and roles were not well-defined. The team rarely operated as a cohesive unit, and self-awareness was minimal. To address these issues, I organized an 8-hour workshop that covered various crucial topics (drawing inspiration from the book: Liftoff!).


During the workshop, we focused on defining our team's purpose, establishing commitments for behaviors and expectations, identifying key areas of focus within the business, and discussing ways to improve and grow. It was an all-analog session, utilizing methods that quickly aligned us and fostered a shared understanding of the team we aspired to be. To wrap up the workshop, we had a fun team event and dinner, allowing us to connect on a personal level.


Afterward, I worked on consolidating our thoughts and turning them into a presentation format (below). This would serve as a reference point for us moving forward. I also shared this presentation with our business and engineering leaders, ensuring they were aware of the work we had done and could hold us accountable for becoming the design team we aimed to

The conclusion

Building and cultivating a team culture is very challenging, but you have to start somewhere. I found by bringing the team together and pushing everyone to envision what an ideal team culture looks like is the best place to start. Once the presentation was created and circulated (below), it became the backbone and foundation for everything going forward. It was referenced often and remained a useful tool for our team's culture.

Hello. I'm Dustin, a Senior Design Director located in Charlotte, NC. I'm currently seeking new opportunities and would love to connect.

Hello. I'm Dustin, a Senior Design Director located in Charlotte, NC. I'm currently seeking new opportunities and would love to connect.

Hello. I'm Dustin, a Senior Design Director located in Charlotte, NC. I'm currently seeking new opportunities and would love to connect.