Team Charter Workshop

Home Team Charter Workshop

Join us for a Team Charter Workshop and identify priorities so you can regain control.

This inspirational and interactive workshop is designed to help you revitalize your team by creating a successful Insights Team Charter. The workshop is built around an online team member and stakeholder survey assessment of current and future needs of the organization.

The workshop will help you tap the passion of your insights team while simultaneously improving alignment with your business partners. It will ensure you focus on the most important priorities and let the other “to do items” fall away.

You’ll walk away from this workshop with an assessment of the insights function and a customized Insights Team Charter to refresh and guide your future path.

In addition, teams who participate in this session get a free 30-day trial and a 50% discount to a one year subscription to InsightsCentral software.

Agenda
  • Preparation: An organizational needs assessment
    • Online survey assessment of your insights team members and stakeholders
    • OPTIONAL: Olivetree Insights conducts one-on-ones with key team members and stakeholders
  • The Essential Elements of a Charter:  Sessions are designed to guide the team through creating each element of the Charter
    • Vision: The team’s North Star
    • Mission: How the team will deliver on the North Start
    • Roles: What to expect (and not expect) from the team
    • Responsibilities: Specific duties and obligations related to roles
    • Principles: Clarifies how the work gets done; on schedule and productive
    • KPI’s: Success measures, tied to the Mission
  • Finalizing the Charter
    • Re-engaging the full team for buy-in
  • Best practices in sharing the Charter with the organization
In-person or Online Workshop Formats
This workshop can be conducted in one day at your office location.  (The assessment preparation would be completed at least 1 week prior to the workshop). This workshop can also be conducted virtually by web conference calls and an asynchronous discussion board over 2-3 weeks (including the assessment preparation).
Takeaways
Upon completion of this workshop, you will:
  • Have an agreed upon Team Charter to lead your team into the future
  • Stakeholder clarity and transparency on the best uses for the Insights team’s efforts
Teams who participate in this session get a free 30-day trial and a 50% discount to a one year subscription to InsightsCentral software.
Who Should Attend
This course is designed for insights teams composed of 3 or more marketing researchers and/or analysts.
Cost

The In-Person Workshop cost is $21,500 for Insights Teams up to 5 members (check with us for larger teams).  Cost reduced to $19,500 plus travel if you sign up before December 31, 2020!

The Virtual Workshop cost is $13,500 for Insights Teams up to 5 members (check with us for larger teams). Cost reduced to $11,500 if you sign up before December 31, 2020!

Olivetree Insights can conduct one-on-one assessments for your team and stakeholders, just ask us about pricing.

INTERESTED IN A WORKSHOP?

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