Articles & Templates

W3 Goals

W3 Goals – Template

  • This is a working document that can be used to clarify the “What by When by Who” details for achieving goals.

Team Charter

Team Charter – Article/Template

  • This is an overview of core components in a team charter. It can be used as a starting point to facilitate the discussion needed when a team is first formed to define their purpose, results, boundaries and norms.

Meeting Effectiveness Series

Agenda For Success – Template

  • This is an agenda that can be used at the beginning of any project to clearly define expectations and ensure success.

Effective Team Meetings – Article

  • Ground rules
  • Before – During – After
  • Benefits

Other Helpful Tools

Mind Maps were popularized by author and consultant, Tony Buzan. They use a two-dimensional structure, instead of a list format. We’ve created a brief overview of how you can draw a mind map to capture your roles and commitments.