A project charter workshop is a great way to get the whole team aligned around goals before you get started on a new initiative
For this exercise, it can be helpful to get your team members to do a bit of homework in advance so that you can run a snappy workshop.
The stack sidebar makes this easy to do. Create a board using this template, and send the link around a few days in advance.
To use this template during the workshop, follow the steps in order. Time suggestions are for a 2 hour session, but you should adapt them to suit the project you’re planning and the number of people in the meeting.
- Describe the current situation (10 mins) – set the context for the rest of the conversation
- Define why the project is important (15 mins) – this helps to get everyone on board
- Assumptions (30 mins for the next three sections) – what do you believe to be true that’s a necessary condition for the project to succeed
- Constraints – about the way your organization works, the needs of stakeholders and any other partners, and the time and budget you have available
- Risks – be honest about what might cause the project to fail
- Initial objectives (30 mins) – what will you achieve in the first sprint (or month or whatever is appropriate)?
- Success metrics (25 mins) – try to identify lead and lag measures
- Project goal (10 mins) – finally, come up with a one-liner to summarize your project