On-Demand Learning Lab: Virtual Team Building - the "New Normal"-Handout Virtual Team Building

Handout Virtual Team Building

Pdf Summary

The document, “Virtual Team Building – the ‘New’ Normal Resources” (2021, National Association for Healthcare Quality), compiles practical tools to help teams work effectively—especially in virtual settings—by establishing clear meeting norms and creating a team/project charter.

It includes a brief “Team Rules” resource (linked from Lucid Meetings) focused on using ground rules to improve engagement and run better team meetings.

Most of the document provides two sample team charter frameworks. <strong>Team Charter Example #1</strong> is a fill-in template that prompts teams to define core project and team elements: project background and stakeholders; mission and objectives (what success looks like and the business reason); budget and resources (funding, training, management support); roles and responsibilities (skills, expertise, and authority); team operations (decision-making, membership changes, operating rules, logistics); and project scope. It continues with sections on performance assessment (how progress will be measured and who evaluates it), activities and milestones (major tasks and lifecycle checkpoints), and a communication guide (communication methods, meeting cadence, and status reporting frequency). It ends with dated team member signatures, emphasizing formal commitment and alignment. This template is sourced from ProjectManager.com.

<strong>Team Charter Example #2</strong>, from the AHRQ Quality Indicators Toolkit, explains the purpose of a project charter for performance improvement: documenting rationale, goals, barriers, and resource commitments. It outlines what completion achieves (shared project understanding, measurable targets, and identification of organizational forces that help or hinder success) and how it fits with related tools (following a prioritization matrix and alongside best-practice detail forms). It then provides step-by-step instructions covering scope and goal statement, case for change/business problem, baseline measures and improvement goals, milestones, barriers, stakeholder identification, team selection and time commitments of key liaisons, resource needs, and final review/signatures.

Keywords

virtual team building

virtual meeting norms

team rules

meeting ground rules

team charter template

project charter framework

roles and responsibilities

communication plan

performance improvement

milestones and baseline measures