Liftoff, 2nd Edition

How to Facilitate Agile Chartering for Purpose

Developing a first draft of the team’s purpose requires two meetings: a prework session and a team chartering workshop. The first meeting is a prework session. In this meeting, product managers, sponsors, and key stakeholders develop a preliminary purpose for the team to review, clarify, and refine. In the second meeting, the product manager takes the preliminary document to a team chartering workshop where the whole group agrees on a first-draft purpose it can embrace.

Here we offer facilitation outlines and sample activities for both of these meetings. We include suggested activities only for the portion of the team meeting that refines purpose. You’ll find expanded activities for facilitating ...