Team Engagement Charter Template

1. Team Values & Definition of Engagement

Objective: Define what "being engaged" means for your team and identify the shared values that will guide your collaboration.

Engagement for our team means:

Our team's core values for engagement include:

2. Clear Expectations for Engagement

Objective: Define actionable, measurable expectations that align with how the team operates during work hours.

Social Media Usage:

• Limit social media use during work hours to short sessions per day.

Meetings & Active Participation:

• Always come prepared and on time for meetings.
• Stay focused and avoid distractions (phone, social media, etc.).
• Actively listen and contribute to the conversation.
• If the meeting lacks clarity, reach out for clarification on the intent and your role.

Task Focus & Productivity:

• Establish a daily schedule that includes specific work blocks and breaks.
• Reach out for additional tasks if workload feels low or you have extra capacity.
• Use remote work time for tasks requiring deep focus (writing, training, etc.).

Additional expectations:

3. Strategies for Staying Engaged and Productive

Objective: Identify strategies that the team can implement to stay engaged, productive, and proactive.

• Daily Scheduling: Each team member will set a schedule for the day that includes time for focused work, breaks, and meetings.
• Proactive Work Requests: Team members are encouraged to reach out to leads or colleagues when they find themselves without enough work.
• Use of Teleworking: When tasks require deep focus, remote work may be used to minimize distractions and increase productivity.

Additional strategies our team will use:

4. Boundaries & Communication Protocols

Objective: Set boundaries and establish communication norms for maintaining a healthy work-life balance.

• Work-Life Boundaries: Respect boundaries for personal time — avoid work-related communication outside of agreed work hours unless urgent.
• Digital Presence: Be mindful of what is posted or shared on social media and within work channels.
• Respecting Personal Space: Be conscious of when team members may need personal space and allow flexibility in communication methods.

Our team's specific communication norms:

5. Review & Updates

Objective: Ensure that the Team Engagement Charter is a living document reviewed regularly.

This charter will be reviewed every to ensure it still reflects the needs of the team. Any updates or changes to expectations will be discussed and agreed upon as a team.

6. Team Agreement

By signing this charter, we commit to upholding the expectations outlined above and working together to maintain a focused, accountable, and respectful work environment.