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Purpose—Why does our team exist?
A well-written purpose statement includes:
· Who the team is.
· In specific terms, why the team exists.
· What organizational goals the team supports.
· How the team adds
value to the organization and/or customers.
Accountabilities—What is our team responsible for accomplishing?
Well-identified team accountabilities:
· Provide a list of the team’s main responsibilities.
· Act as a job description for the team.
· Describe tasks, duties, or outputs required to fulfill the team’s purpose.

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Goals, Action Steps, and Performance Measures—What do we want to achieve, and how will we achieve it? How will we measure our success? /
Goal 1 / How measured
Action steps / Who / By when / Resources
Goal 2 / How measured
Action steps / Who / By when / Resources

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Goal 3 / How measured
Action steps / Who / By when / Resources
Goal 4 / How measured
Action steps / Who / By when / Resources

Permission is granted to photocopy this page for internal use only.

Goal 5 / How measured
Action steps / Who / By when / Resources
Goal 6 / How measured
Action steps / Who / By when / Resources

Permission is granted to photocopy this page for internal use only.

Ground Rules—How will we operate as a team? How will our team members approach work? Communicate on a daily basis from a different location or at a different time? Treat one another? Make decisions? Participate in meetings? /
How will we communicate virtually?
· Method (virtual meetings,
e-mail, voice mail, phone, videoconference, web conference, shared online work space, other)
· Message etiquette
· Response time (8, 12,
24-hour turnaround times, etc.)
· What, when, how information will be shared

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Visibility—How will we become and remain more visible to the organization and to one another while working remotely? How will we keep shared goals visible and in focus? /
How will we keep ourselves visible:
· To the organization?
· To each other?
How will the leader keep a sightline on team members?
How will we publicize our results:
· To the organization?
· To each other?

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Virtual Meetings—How will we run our virtual meetings? /

When will we meet, and how often? (Consider members in different time zones.)

Who will facilitate the meetings?

How will remote or temporary team members be included? / Who will take meeting notes, including tracking
decisions and action items?
Who will create the agenda and what method will be used to distribute it? By when? / Who will distribute the meeting notes to all team members?
By when?
Team Members’ Signatures /

Permission is granted to photocopy this page for internal use only.