Agile UX – Collaborative Chartering


Although many businesses follow agile practices, they don’t realize the true benefits of an agile culture and unwittingly fall into routine at the expense of collaboration.

A good UX Designer can help get a team back on track by establishing a shared vision or “Collaborative Charter”. Created with any agile team, the charter can do the following:

  • Identify direction and purpose
  • Build loyalty through involvement
  • Inspire enthusiasm and encourage commitment
  • Set standards of excellence that reflects high ideals and a sense of integrity
  • Bring meaning to the work
  • Mobilize the team to action

Use the following guide to plan and run effective Collaborative Charter workshops…

Invite the right people

Be sure to include key representatives from…

  • Product (Owner/Manager)
  • Documentation & Training
  • Marketing
  • Development Team (s)
  • Subject matter experts


  • Identify a date and time that does not conflict current sprints or releases.
  • Time box the workshop. Collaborative chartering should go fast.
  • Send invites with goals and agenda for the workshop so team members can come ready to participate.


Welcome participants, review session goals and agenda then go

  1. Name the feature/project
  2. Identify desired time frame for delivery
  3. Capture vision statement or “elevator pitch”
  4. Identify goals
    • What will the business gain from the project?
    • How will this project improve the product?
    • What value are we creating for the users?
    • Can we pay down technical debt?
    • Are there…
      • Technology goals?
      • Social (community) goals?
      • Process or practices goals?
  5. Identify success metrics
    • We’ll know we have succeeded when…
  6. Map the community  or team
    • Name
    • Roles
    • Allocation (%)
  7. Identify strengths and challenges of the project
    • PROS – What do we have going for us on this project?
    • CONS – What could slow down or derail the project?
  8. Outline cadence (timeline)
    • Starting when?
    • Activities (ideation, research, design, development)?
    • Size and number of possible sprints?
    • Rough timeline?

Stay on task. Resist problem solving. Remember, the goal of the workshop is to establish a shared vision, not design the solution.