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Plantilla Guía de formación de equipos

de Atlassian

Alinea los objetivos y establece una percepción común para formar un equipo.

FUNCIONES CLAVE

Colaboración en equipo

Formación

Comunicación

Categorías

Recursos humanos

Plantilla Pizarra

Usa esta plantilla para facilitar una sesión a los equipos recién formados a fin de crear una percepción y una alineación comunes de quién eres, qué es lo que intentas lograr y cómo trabajar juntos.

Presentación
Ventajas
Consejos prácticos
¿Por qué Confluence?

What is a team charter template?

A team charter template outlines a team's purpose, goals, roles, and responsibilities. It serves as a blueprint for how the team will work together, setting clear expectations and guidelines from the start. This helps ensure everyone is aligned on the team’s objectives and how to achieve them, making it an essential tool for project management.

A team charter is essential for fostering effective collaboration by clearly defining each team member's roles and responsibilities. This clarity helps everyone understand their contribution and how they fit into the project, ensuring smooth teamwork towards shared goals.

Additionally, a team charter streamlines new members' onboarding by outlining the team’s purpose and objectives, speeding up their integration. It also sets communication guidelines to prevent misunderstandings and keep everyone informed, enhancing project management and team collaboration.

Keep in mind the following ground rules when putting together a team charter:

Stay present and unplug from technological devices
Listen with an open mind
Always assume positive intent
Remember that everyone’s experiences and feelings are valid

Benefits of using a team charter template

Clarifies team roles

Using a template for a team charter helps team members clearly understand their roles by outlining specific responsibilities. This clarity ensures everyone knows their duties and how they contribute to the team’s success.

Aligns goals

The template supports the team in aligning on shared objectives and outcomes, ensuring that everyone is working towards the same goals. This alignment is critical to keeping the team focused and unified.

Fosters accountability

The team charter encourages personal and collective accountability by defining roles and responsibilities. Team members are more likely to take ownership of their tasks, leading to better overall performance.

Enhances communication

Using a team charter improves communication by establishing clear guidelines for the team's interaction. This promotes effective team collaboration, ensuring everyone stays informed and can work together seamlessly.

Sets expectations

The template defines clear expectations for the team's behavior and deliverables, providing a solid foundation for the decision-making process. This ensures that everyone understands their responsibilities and how they should approach their work.

How to create a team charter

Reglas básicas

Este es un espacio seguro para compartir comentarios abiertamente:

Desconecta y permanece presente
Escucha a tus compañeros con la mente abierta.
Hay que suponer siempre que se tienen buenas intenciones
Recuerda que debes valorar la experiencia de todos los miembros

Paso 1: Aclara el motivo de nuestra existencia

Proporciona el contexto actual de por qué existe este equipo y cuál es su propósito.

Considera:

¿Cuál es el propósito de este equipo?
¿Qué valor puede añadir este equipo? ¿Por qué ahora?
¿Qué expectativas tienes para este equipo? En los próximos 6-12 meses
¿Qué desafíos u obstáculos crees que tendrá que superar este equipo?

Presenta al equipo el contexto, la visión, etc.

Añade notas de recordatorio para aclarar las acciones tangibles, los propietarios y los próximos pasos. A continuación, debatidlo en equipo.

Align on scope

Use sticky notes to define the team's goals, success criteria, scope, and target users. Review and discuss the input to ensure everyone understands the team's mission clearly. Aligning on scope helps prevent misunderstandings and ensures all team members focus on achieving the same objectives.

Determine roles and responsibilities

Assign and clarify specific roles and responsibilities for each team member. Ensure everyone knows who is doing what and how their role contributes to the project. Including the project manager's role is crucial for coordinating efforts, managing timelines, and ensuring that tasks are completed efficiently.

Agree on shared norms

Define how the team will approach challenges, foster collaboration, and build a positive team culture. Establishing these shared norms is essential for creating a collaborative culture where everyone feels respected, valued, and committed to the team’s success.

Set rituals and communication

Identify overlapping time zones to maximize your synchronous working hours. Then, agree on the team’s preferred communication methods and establish regular meeting rituals. Setting these rituals ensures that everyone stays connected, and knowledge sharing becomes a natural part of your team’s workflow, enhancing overall efficiency.

Team commitment

Commit to the agreements made in this session and sign the team contract. Clarify the following steps, ownership, and actions to move forward. This commitment solidifies the team's dedication to their goals and ensures everyone is on board with the plan and ready to contribute to the project's success.

Bring teams together with Confluence whiteboards

Confluence whiteboards are essential for teams that want to collaborate more effectively and organize their ideas visually. Whether you're planning projects, brainstorming new concepts, or aligning on team goals, Confluence whiteboards offer a dynamic space where everyone can contribute in real-time. This makes it easier to see the big picture and ensures all voices are heard, fostering a more inclusive and productive team environment.

Confluence whiteboards provide a flexible platform for efficiently mapping roles, responsibilities, and goals. The interactive features allow you to quickly adjust and refine your charter as the team evolves, keeping everyone aligned and focused. Plus you can Confluence’s other robust features to keep all your planning, communication, and documentation in one place.

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