[Company Name]

[Project Name] Team Operating Agreement

Project Name: [Project Name]
Project Manager Name: [Manager's Name]
Project Sponsor: [Sponsor's Name]
Project Team Member Names: [Member's Names]
Date: [Date]
Prepared by: [Preparer's Name]
PROJECT COMMUNCATON P!AN
Team Operating Agreement
Purpose of the Team Operating greement !TO"
[Describe t"e p#rpose o$ t"e %oc#ment& Depen%ing on t"e nat#re o$ t"e project or c#'t#re o$ t"e
compan() ot"er sections ma( be a%%e% to t"e %oc#ment&]
SMP#$ T$%T:
T"is TOA ser*es as t"e g#i%e'ines an% gro#n% r#'es to "e'p t"e project team +or, most
pro%#cti*e'( toget"er o*er t"e co#rse o$ t"e project& T"e TOA is a 'i*ing %oc#ment an% ma( be
#p%ate% as t"e nee% arises t"ro#g"o#t t"e project& An( #p%ates +i'' be %isc#sse% +it" an% rati$ie%
b( t"e project team members&
Team Communications
[Describe "o+ project team members +i'' comm#nicate +it" eac" ot"er& nc'#%e +"ere project
%oc#ments +i'' be store% an% "o+ t"e( ma( be accesse%) "o+ an% +"en meeting agen%as an%
min#tes +i'' be %istrib#te%) an% "o+ con$i%entia' in$ormation +i'' be "an%'e%&]
SMP#$ T$%T:
T"e project-s S"arePoint site +i'' "o#se t"e most #p.to.%ate *ersion o$ project
%oc#ments& A'' team members +i'' be gi*en access&
Meeting agen%as +i'' be e.mai'e% to project team members at 'east /0 "o#rs
prior to meetings& Meeting min#tes +i'' be poste% to t"e project S"arePoint site +it"in
01 "o#rs a$ter meetings&
Team members +i'' appreciate t"e sensiti*e nat#re o$ in$ormation %isc#sse%
%#ring t"is project an% +i'' s"are +it" care& 2"ere app'icab'e) %oc#ments +i'' inc'#%e
a $ooter in%icating t"at in$ormation is con$i%entia'&
3Si%ebar4 con*ersations bet+een team members %#ring team meetings +i'' not
be a''o+e%&
A'' comm#nication +i'' be open an% co#rteo#s& No 3o*erta',ing4 or interr#pting&
Team members +i'' ,eep eac" ot"er in$orme%&
Decision Ma&ing
[Describe "o+ project team members +i'' ma,e %ecisions& E*er(one m#st agree on "o+
%ecisions +i'' be ma%e to ens#re t"at e*er(one can 'i*e +it" t"e %ecisions ma%e an% to ens#re
t"at t"e project can mo*e $or+ar%& nc'#%e g#i%e'ines $or *oting on %ecisions) "o+ %ecisions +i''
be %oc#mente%) %e$initions o$ ,e( terms) an% +"at "appens i$ t"e team cannot come to a
%ecision 5$or e6amp'e) esca'ation to t"e project sponsor or to a go*erning bo%(7&]
SMP#$ T$%T:
8& Consens#s means t"at e*er(one can 'i*e +it" t"e %ecision& t %oesn-t mean e*er(one
"as to agree 899:&
/& T"e team +i'' #se t"#mbs #p;t"#mbs %o+n *oting to ma,e %ecisions <#ic,'( an% mo*e
on&
T"#mbs #p = agree +it" no $#rt"er %isc#ssion&
T"#mbs si%e+a(s = agree) b#t "a*e $#rt"er <#estions& 5>#estions +i'' be
as,e% an% ans+ere% imme%iate'( a$ter t"e *ote&7
[COMPAN? NAME] CON@DENTA! PAAE / JUNE /B) /99C
PROJECT COMMUNCATON P!AN
T"#mbs %o+n = cannot agree to t"e so'#tion propose%& 5De prepare% to
ans+er t"e <#estionE 2"at +o#'% it ta,e $or (o# to go to t"#mbs si%e+a(s or t"#mbs
#pF7
An(one on t"e team ma( ca'' $or a *ote at an( time&
G& Members ma( abstain $rom *oting&
0& No %ecision is ma%e i$ t"ere are an( t"#mbs.%o+n *otes&
C& Meeting min#tes +i'' %oc#ment t"e %ecisions ma%e& $ (o# "a*e <#estions a$ter re*ie+ing
t"e min#tes) contact t"e project manager an% %etermine t"e co#rse o$ action) s#c" as to
bring <#estions to t"e team $or %isc#ssion again&
Meetings
[So m#c" project +or, an% %ecision.ma,ing "appens %#ring meetings t"at it is important to
estab'is" "o+ project team meetings +i'' +or,& A%%ress +"at +i'' "appen at meetings 5genera''(7&
Estab'is" +"o +i'' be responsib'e $or t"e $aci'itating) $re<#enc() an% sc"e%#'ing o$ meetings) an%
atten%ance e6pectations&]
SMP#$ T$%T:
Project s#bteam 'ea%ers +i'' report stat#s at eac" team meeting&
Project team members +i'' meet [$re<#enc() %ate) time) an% 'ocations o$
meetings]& D#ring eac" meeting) a 3par,ing 'ot4 +i'' be #se% to recor% topics t"at
re<#ire %isc#ssion at a 'ater %ate&
ss#es) ris,s) c"ange re<#ests) an% action items +i'' be re*ie+e% an% #p%ate%
at eac" meeting&
T"e project manager +i'' be responsib'e $or $aci'itating an% ,eeping meetings
on trac,& Team members +i'' accept t"e project manager-s %ecision to tab'e or 3par,4
a %isc#ssion topic&
Meetings +i'' start an% en% on time& Team members +i'' atten% meetings in
person +"en $easib'e& A %ia'.in n#mber +i'' be a*ai'ab'e $or remote atten%ance&
Sen%ing 3stan% ins4 to meetings +i'' not be a''o+e% #n'ess appro*e% b( t"e
project manager prior to meetings&
t is t"e responsibi'it( o$ eac" team member to sta( c#rrent on t"e project team
acti*ities) e*en +"en "e or s"e "as misse% a meeting&
Persona' Courtesies
[O#t'ine t"e persona' co#rtesies t"at team members +i'' e6ten% to one anot"er& T"e contents o$
t"is section %epen% 'arge'( on t"e c#'t#re o$ (o#r compan(& Do not ass#me t"at persona'
be"a*iors are #n%erstoo%&]
SMP#$ T$%T:
Eac" team member represents a speci$ic area o$ e6pertise or b#siness #nit&
Team members +i'' bring t"eir in%i*i%#a' perspecti*es to t"e team an% +i'' a'so
consi%er +"at is best $or t"e compan(&
A'' ce'' p"ones an% ot"er comm#nication %e*ices m#st be si'ence% %#ring
meetings an% #se% on an e6ception basis on'(&
[COMPAN? NAME] CON@DENTA! PAAE G JUNE /B) /99C
PROJECT COMMUNCATON P!AN
(e)ie*ed and appro)ed by:
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Project Manager DateE
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Project Team Member Name DateE
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Project Team Member Name DateE
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[COMPAN? NAME] CON@DENTA! PAAE 0 JUNE /B) /99C