In the team chartering workshop, participants will collaborate to refine the preliminary purpose drafted in Meeting 1. Then the team will continue to develop its first draft of the entire charter.
Participants in this workshop include the product owner, development team members, and stakeholders (or stakeholder group representatives) who will work closely on a regular basis with the team.
Following is a sample agenda for a one-day team chartering workshop. Start by distributing the preliminary purpose to the participants and review the agenda.
Welcome and introductions
Review the meeting agenda
Review the preliminary purpose (for activities for facilitating the next four agenda items, see Conducting the Team Chartering Workshop for Purpose)
Introduce and clarify the product vision
Discuss and refine the team mission
Discuss and refine the mission tests
Compare the proposed first draft purpose to the Goodness Checklist for Purpose
Make adjustments (as needed) and commit to the initial purpose
Facilitate alignment (for activities for facilitating the next four agenda items, see How to Facilitate Agile Chartering for Alignment)
Define simple rules
Form the core team
Create the core team working agreements
Compare the proposed first draft alignment with the Goodness Checklist for Alignment
Make adjustments and accept alignment parts
Facilitate context (for activities for the next four agenda items, see How to Facilitate Agile Chartering for Context)
Map boundaries and interactions
Validate committed resources
Conduct a prospective analysis
Compare the context with the Goodness Checklist for Context and make adjustments as needed for clarity
Clarify the next steps and wrap up