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Modern leaders facilitate the development of consensually owned team charters, including work breakdown structure (WBS).

You can create additional time for yourself by facilitating team charters with members who build their own activities and support requirements to help you reach your project objectives. Project Tools (below in italics) will help you build robust team charters and projects plans. For your benefit, each link takes you to more detailed explanations supported by a specific method and the activities to deliver up your desired output.

Facilitating Team Charters

A Toolbox for Facilitating Team Charters and Project Plans

Facilitating Team Charters for Intended Results

Tools to facilitating team charters and generate the step-by-step deliverables for most project plans include:

  1. Business case, project purpose, or opportunity statement: Purpose Is To . . . So That
  2. Project scope or boundaries: Is Not/ Is  (alternatively—Context Diagram Workshop, found in the FAST Professional Facilitator Reference Manual)
  3. Triple Constraints (ie; time, cost, and scope/quality): Flexibility Matrix
  4. Success criteria: SMART Criteria/ Categorizing (through common purpose)
  5. Opportunity assessment: Situation Analysis (FAST Professional proprietary and quantitative SWOT analysis)
  6. Project plan activities (high-level): Roles and Responsibilities (eg, RASI)
  7. Team selection: Interviewing Controls/ Managing Expectations

Project Plan — Work Breakdown Structure

The work breakdown structure follows a facilitative approach that supports a consensually agreed upon plan of action:

  1. Target audience/ other affected stakeholders: Brainstorming
  2. WBS (work breakdown structure):
    Moving from WHAT (ie, abstract) to HOW (ie, concrete)
  3. Detailed measure of success:  Success Measures
  4. Project plan activities (detailed-level):
    Roles and Responsibilities
  5. Budget, timeline, and resource alignment: Alignment
  6. Stage gates and milestones: After Action Review
  7. Risk assessment and guidelines:
    Project Risk Assessment
  8. Communications Plan: Guardian of Change
  9. Open issues management: Parking Lot Management
  10. Issue escalation procedure: Issue Log


Don’t ruin your career or reputation with bad meetings. Register for a class or forward this to someone who should. Taught by world-class instructors, MG RUSH  professional facilitation curriculum focuses on practice. Each student thoroughly practices and rehearses tools, methods, and approaches throughout the week. While some call this immersion, we call it the road to building impactful facilitation skills.

Our courses also provide an excellent way to earn up to 40 SEUs from the Scrum Alliance, 40 PDUs from PMI, and 40 CDUs from IIBA, as well as 3.2 CEUs for other professions. (See individual class descriptions for details.)

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Facilitation Expert

Terrence Metz, CSM, PSPO, CSPF, is the Managing Director of MG RUSH Facilitation Training and Coaching, the acknowledged leader in structured facilitation training. His FAST Facilitation Best Practices blog features over 300 articles on facilitation skills and tools aimed at helping others lead faster, more productive meetings and workshops that yield higher quality decisions. His clients include Agilists, Scrum teams, program and project managers, senior officers, and the business analyst community among numerous private and public companies and global corporations. As an undergraduate of Northwestern University (Evanston, IL) and MBA graduate from NWU’s Kellogg School of Management, his professional experience has focused on process improvement and product development. He continually aspires to make it easier for others to succeed.

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