Team Charter Example

Team Charter Example

Problem Statement

Create a team charter document for one of the new teams you have been assigned to lead.

How to perform analysis

Step 1: Open Sigma Magic
  1. Click on the Sigma Magic button on the Excel toolbar.
  2. Click on the New button to create a new project.
Step 2: Add the analysis template
  1. Click on the Tool Wizard to add the analysis template.
  2. Click on Change and then Team Charter.


Step 3: Specify analysis options
A new worksheet will be added to your workbook. Analysis Setup will be automatically openedin the setup tab specify the threshold value.



Step 4: Enter the details in worksheet
Click Create, the worksheet will created and then enter all the details. A sample is provided below:




Click on Analysis Setup and then click on Checklist, all items on the checklist should be marked.



If you need to make changes to the charts, specify the optional settings in the Charts tab.

 Labels:

  • Add a title for the chart.
  • Label the X-axis and Y-axis appropriately.

Appearance:

  • Adjust colors, font sizes, or other visual elements as needed.
  • Enable/disable gridlines or background shading.


Click the Verify tab to ensure all the inputs are okay and shown in a green checkmark.




Step 5: Generate analysis result
Click OK and then click Compute Outputs to get the final results



Interpretation of Results

  1. Clearly defined objectives and success criteria.
  2. Strong teamwork, collaboration, and communication.
  3. Regular decision-making, structured meeting frequency. 
  4. Roles & Responsibilities (4/10): The team lacks clarity over who is responsible for what, leading to inefficiencies and overlapping tasks. 
  5. Recommendation: Assign ownership for all tasks by clearly defining each member's role and responsibilities, ensuring alignment. 
  6. Processes (7/10): Moderate tracking on key success factors. 
  7. Recommendation: Focus on implementing systems to track key progress more efficiently by establishing better monitoring tools or KPIs. 
  8. The foundations of the team lie very securely in collaboration and goal setting; role clarity and process monitoring need to be worked upon in order to render the team more effective. Upon those considerations, a high-performing team will emerge.

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