Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Contact salesLog in
Sign up
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safety managementQuality managementOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
Templates
Project team charter template

Project team charter template

Build a strong foundation for your team’s next project with this project team charter template. Use it to outline roles, set team goals, and establish collaboration guidelines.

Use this template
or download pdf
Project team charter template

Build a strong foundation for your team’s next project with this project team charter template. Use it to outline roles, set team goals, and establish collaboration guidelines.

Use this template
or download pdf

About the Project team charter template

When launching a new project, aligning your team from the start is everything. A project team charter template gives you a structured way to clarify roles, responsibilities, and expectations, allowing your team to focus on what matters–delivering results. Designed for managers and team leads, this template is your go-to tool for setting a collaborative tone and avoiding miscommunication.

A step-by-step guide to using the project team charter template

Here’s how to set up the template for your team:

  1. Define team goals and objectives. Start by clarifying the primary objectives of the project. In the template, fill in the specific goals and focus areas, ensuring they are measurable and directly relevant to the team’s work. This step sets clear expectations from the start.
  2. Outline team roles and responsibilities. It’s essential to define each team member’s role within the project. Detail each role in the template to provide clarity and allow everyone to see where they fit into the overall structure.
  3. Set team guidelines for collaboration and communication. Use the next part of the template to establish how the team will communicate—whether through regular check-ins, shared platforms, or quick updates.
  4. Share the template with your team. Once you’ve completed the initial setup, share the charter with your team. Using the Lumiform app, you can grant access to all team members, so they have a comprehensive overview of the project’s structure and can familiarize themselves with roles, guidelines, and goals.
  5. Keep the charter accessible for regular review. As the project advances, refer back to the charter to keep the team aligned. Having this “living document” available keeps everyone on the same page, making the transition from planning to execution smoother.

When to use the project team charter template

A project team charter template is a powerful tool whenever you’re kicking off a new project since it makes essential information clear for everyone. It’s especially useful when you’re managing complex projects with multiple departments or external partners since you can define responsibilities, roles, and shared objectives directly.

This template also makes a huge difference when you’re dealing with projects with evolving requirements or fast-changing priorities. The project team charter provides a single reference point for key decisions, helping teams adapt while staying focused on the end goals.

With this template, you can build accountability, reduce the risk of misunderstandings, and set a proactive tone for successful project delivery.

Get started with Lumiform’s project team charter template today

Get your project off to a smooth start with the help of this template, which guides you through setting objectives, defining roles, and outlining team guidelines. It puts essential project details at your fingertips, making it easy to align everyone from the start. Adaptable for any project, it enhances your planning and boosts collaboration.

Related categories

  • Operational excellence templates
  • Quality management templates
  • General templates
  • Professional services templates
  • Leadership and management templates
  • Workforce management and HR templates
Preview of the template
Page 1
Team Information
Team Name
Project Name
Project Sponsor
Project Manager
Team Members
List team members and their roles
Team Objectives
What are the key objectives for the project team?
How do these objectives support the overall project/organizational goals?
Team Roles & Responsibilities
Clearly define the roles and responsibilities of each team member
Team Operating Guidelines
How will the team communicate and collaborate?
How will the team make decisions?
How will the team handle conflict?
Team Success Criteria
What metrics will be used to measure the team's success?

More templates like this

Agile project charter template
Agile project charter template
Get your Agile project off to a focused start with this practical project charter template. Define clear goals, assign roles, and outline key objectives to keep your team aligned.
Leadership and management templates
Kaizen charter template
Kaizen charter template
This template supports you in organizing your continuous improvement projects. Use it to define your goals, set metrics, and guide your team’s efforts toward successful outcomes.
Leadership and management templates
PMI project charter template
PMI project charter template
Start strong with a project charter template that outlines your project’s scope, objectives, and stakeholders. It offers a clear structure to set up a well-defined project.
Leadership and management templates
Project charter template
Project charter template
Get started on your project with this template, designed to define key goals, roles, and timelines. It lays out the essential framework for guiding your team.
Leadership and management templates
Project management charter template
Project management charter template
This template is for organizing your project essentials—from objectives and scope to team roles and budgets. Use this resource to bring clarity and alignment across key stages.
Leadership and management templates
Simple project charter template
Simple project charter template
Get a strong start on any project with this project charter template. Define goals, scope, and team roles clearly to align your team and set a clear path for success.
Quality assurance templates

Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

What is a project charter? A practical guide with templatesProject closure: An essential guide for teamsProject status report: A definitive guide for teams and professionals
See all topic guides

Template collections

See comprehensive collections of best practice templates related to this topic.

9 free project charter templates for your teamBest free project risk assessment template collectionProject status report template: Best 14 free picks
See all template collections

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Project charter softwareProject management system softwareProject status report software
See all use cases

Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

Writing a project status report4 ways process improvement increases profitsChoosing a management style to followTips and strategies to optimize company management

Frequently asked questions

What is a project team charter?

A project team charter is a document that outlines key project details, such as team objectives, roles, responsibilities, and guidelines for collaboration. It’s a foundational tool that aligns everyone on the same goals and sets expectations for team interactions.

What’s the best way to introduce a project team charter to my team?

Introduce the project team charter during your kickoff meeting to engage the team right from the start. Walk them through each section, clarifying roles, objectives, and guidelines. This introduction sets a positive tone and gives team members a chance to ask questions or suggest adjustments.

What should I do if team members’ roles shift mid-project?

If roles shift, update the charter promptly based on the new responsibilities. Announce the changes to the team to avoid confusion and clarify any adjustments to workflows or expectations. This maintains accountability and keeps everyone informed, making it easier to adapt to changing project needs without losing momentum.

What’s the difference between a project team charter and a project plan?

A project team charter sets the framework for team structure, goals, and collaboration guidelines, focusing more on who does what and how they’ll work together. A project plan, on the other hand, goes deeper into the specifics of project tasks, timelines, and deliverables.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
Lumiform logo
Platform
HomeSign upProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the app
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safety managementQuality managementOperational excellenceCompliance and risk management
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play