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Where do I start with the charter to create a BI team, and will this work since the warehouse and other BI tools (such as ETL) are on a different team?

  • Joe Oates
  • DM Review Online, September 4, 2007

Question: I have been tasked with creating a team charter for a new BI team. This team will be responsible for divisional BI strategy, vision and execution of data delivery tools. Currently we have Business Objects and SharePoint and highly used Excel. Business Objects is used as a data extractor to Excel and SharePoint and is a mess with no governance. Where do I start with the charter and will this work since the warehouse and other BI tools (such as ETL) are on a different team?

Joe Oates' Answer: A team charter is an agreement between a management sponsor or champion and a group of people organized into a team. Team charters provide the very useful purpose of avoiding vague understandings that almost always lead to disappointment.

A team charter specifies scope, boundaries, why the team is being formed, and justification for the team's existence. I think a good example of a team charter is found at the following URL http://www.americanheart.org/presenter.jhtml?identifier=3021982.

There is a team charter worksheet as well as a team charter detail document. These will serve as a good foundation for your own team charter document, even though you're probably not in the health care industry.


Joe Oates is an internationally known speaker, author and consultant on data warehousing. Oates has more than 30 years of experience in the successful management and technical development of business, real-time and data warehouse applications for industry and government clients. He has designed or helped design and implement more than 30 successful data warehouse projects.

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