Free tool · PDF · 6 pages
Hybrid Team Charter
From good intentions to concrete agreements your team can sign. Get the workbook with the research behind it, the running order for the three hours where your agreement gets written, and the template you fill in together.
Why
The ground rules are already there. They were just never agreed.
When did you last talk about how you actually work together? Not about the tasks, not about the deadlines, but about the way: when you meet in person and why, how quickly someone can expect an answer, and how the people on screen get the same voice as the people in the room.
Most teams have never really had that conversation. The rules simply appeared along the way, and in practice a team often runs on as many sets of ground rules as it has members. The Hybrid Team Charter is the tool that turns the unwritten rules into a team agreement you can hold each other to.
47 %
of employees say they clearly know what’s expected of them at work.
64 %
of teams lack clear, shared goals. Two out of three are not pulling in the same direction.
28 %
of companies have made team agreements about how they work together. Just over one in four has written the rules down.
The need is there. The agreements are not.
Sources: Gallup (2025) · Atlassian State of Teams (2024) · Microsoft Work Trend Index
What you get
A workbook in three parts
Six pages, no padding. You can read it in fifteen minutes and use it the same afternoon.
01
The research behind it
Why a team agreement works, what the most widely used international tools agree on, and how an A team and a B team form on their own when some people sit closer to the leader than others.
02
The running order
Minute by minute through the three hours it takes to write the agreement. Preparation, timeboxing, six facilitation principles, and what needs to happen once you’ve left the table.
03
The template
One page with six fields that the team fills in together and signs. It comes in two versions: one with examples, and a clean worksheet for printing.
The workshop
Three hours where the agreement takes shape
The document is the receipt. The conversation is the product.
The value lies in the session itself, where you negotiate what the rules really are in your team. The disagreement along the way isn’t a problem to be smoothed over. The disagreement is the work.
The running order is written so you can run the workshop yourselves. But honestly, it’s hard to negotiate your own role as a leader and run the process at the same time. When the leader holds the pen, the critical voices go quiet.
That’s why we’re glad to facilitate it for you. We bring the research, the running order and the critical questions, keep to time, and make sure every voice makes it into the agreement. Then the leader can sit down in the circle and be what the team needs that day: a member who also has to sign.
Get the workbook
Get the Hybrid Team Charter in your inbox
Fill in the form, and you’ll get the workbook as a PDF straight away. Both versions are included: the one with examples to read, and the clean worksheet you print and put on the table.
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You’ll get the workbook straight away
Questions
What we’re asked most often
Frequently asked questions
A team charter is a short, shared agreement about how you work together: when you meet in person and why, how quickly someone can expect an answer on the different channels, what you can expect from each other and from the leader, and what you do when the agreement isn’t kept. It’s the team’s own ground rules, written down on one page.
Nothing. You fill in the form and get the workbook as a PDF straight away, both the version with examples and a clean worksheet for printing. You’re free to use it within your own team.
Yes. The running order is written so you can run the three hours on your own. Just be aware that the leader’s commitments are part of the agreement, and a leader can’t negotiate their own role and run the process at the same time. That’s why we recommend a facilitator who isn’t part of the team.
Set aside three hours with the whole team. To prepare, send out a temperature check in advance and put a printed template on the table. Afterwards, you write up the agreement within 48 hours and set the date for the next review, usually a quarter out.