Global Virtual Team Charter Template
Team Name: Concur Global Rollout Phase 4
Team Duration: November 2010 – June 2011
Team Name:
Team
Duration:
Background (description of the organization’s needs
that
are driving the formation of this team):
Concur Global Rollout project was formed to roll out the expense reporting system already being used in the US (Concur) to the rest of Hospira’s locations,
in order to a) have more complete employee expense visibility, b) be able to better enforce travel and OEC policy compliance and c) be able to better
enforce compliance to approved vendors. Phases 1, 2, and 3 were completed in 2009 through 2010. Phase 4 consists of remaining 19 Hospira locations.
Team Purpose (specific purpose of the team and expected results that are tied to organizational goals):
The purpose of the Concur Global Rollout Phase 4 team is to bring up the remaining 19 Hospira locations on Hospira’s global expense reporting solution,
to provide consistent tools, enforcement of policies, and visibility of employee expenses across the globe.
Team Goals (specific, measurable, and time bound actions to achieve the team’s purpose; see p. 5 for additional workspace):
Complete Concur and CHEXS middleware implementations for 1-April 2011 and 1-June 2011 go-lives.
Skills Inventory (member skills needed for the team to be able to accomplish its goals):
Concur configuration, PL/SQL development, SAP Finance Functional, MFGPRO development
Resources and support (include budget, equipment, communications technology, etc.):
$145k budget (rough estimate), Business Lead (to lead Concur changes, business process changes, training), Local Finance Representatives (Concur
requirements, testing), IT Lead (IT PM/BSA to lead CHEXS middleware changes), CHEXS Developer, MFGPRO Lead, MFGPRO Developer, DBA, SAP
Functional Lead (testing support—load files / verify results; add company codes to outbound variants), CHEXS Application Support (knowledge transition)
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© Copyright 2009 Partners in Development of IL, LLC. Permission granted to Lake Forest Corporate Education.
Potential Barriers (barriers to the achievement of goals e.g. multiple time zones and cultures, language skills etc.:
Multiple time zones, cultural backgrounds, geographic distances, language skills, availability of resources (IT, business, 3rd party)
Team Communications Protocols (include, preferences, technology, meeting management, decision making and conflict resolution)
Protocol
Team Agreement
Preferences and Styles
Communications Technology
Meeting Management
Decision Making
Conflict Resolution
Everyone is encouraged to speak up, responses to requests for information
are expected within 24 hours of receiving, commitment to attend meetings
is expected
Meeting notes will be emailed out, web conference will be used when
needed to supplement conference calls
Separate region-based meetings will be scheduled to accommodate time
zone differences—morning US time for EMEA participants and early
evening US time for APAC participants; meetings will begin and end on
time; meetings will end with summary of action items
Decisions affecting budget/timeline/scope will be made by Business Lead
after consulting team members; decisions not affecting
budget/timeline/scope will be delegated to team members within
parameters specified by Business Lead
Team members are expected to honor each other’s cultural backgrounds
and experiences; seek to understand the other person’s perspective before
offering your own
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© Copyright 2009 Partners in Development of IL, LLC. Permission granted to Lake Forest Corporate Education.
Team Goals Worksheet
Date: ___________________________
Assignment Description and Expected Results/Outcome (SMT=Specific, Measurable & Timebound)
Measured by
Who is Accountable?
Status
1-Dec 2011
Goals/Actions to Achieve Team
Results
Confirm scope
Review with representatives from each location.
Business Lead, IT Lead
In progress
1-Jan 2011
Approve project
Approved RCE.
Business Lead, IT Lead
Not started
21-Jan 2011
Define requirements
IT Lead
Not started
4-Feb 2011
Complete detailed design
Approved System Requirements Definition
document.
Approved Design document.
IT Lead
Not started
11-Mar 2011
Develop solution
Business Lead, IT Lead
Not started
25-Mar 2011
Test release A solution
Completed Concur configuration, completed
CHEXS development and unit testing.
Approved User Acceptance Test document.
IT Lead
Not started
1-Apr 2011
Implement release A
Business Lead, IT Lead
Not started
27-May 2011
Test release B solution
Completed Concur and CHEXS
implementations, production verification.
Approved User Acceptance Test document.
IT Lead
Not started
1-Jun 2011
Implement release B
Completed Concur and CHEXS
implementations, production verification.
Business Lead, IT Lead
Not started
Due Date
Updates: How, in what format, when, and to whom updates will be provided: (e.g., phone call, e-mail, meeting, etc.)
In addition to weekly team meetings, updates via emails are expected.
Due Date: When the action is to be completed. “Completed” is
defined by the team leader and specific members
Measured by: How you will know if it’s been accomplished
Status: Progress as of the plan date
Goals/Actions to Achieve Results: Tasks/steps required to achieve
result
Who is Accountable: Name/initials of individual(s)
Updates: Brief descriptions of progress compared to the plan
© Copyright 2009 Partners in Development of IL. Used with permission.
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Global Virtual
Team Purpose
Global Virtual
Team Leadership
Team Membership: Member Roles, Skills, and Cultural Dimensions
Global Virtual
Team Membership
Team Sponsor Name
& Location
Organization/
Department
Phone
E-mail
*Availability
GMT
Skills/Expertise
**Country Cultural
Dimensions
Team Leader Name
& Location
Organization/
Department
Phone
E-mail
*Availability
GMT
Skills/Expertise
**Country Cultural
Dimensions
Team Member Name
& Location
Organization/
Department
Phone
E-mail
*Availability
GMT
Skills/Expertise
**Country Cultural
Dimensions
*Availability for team work—days of the week and Greenwich Mean Time hours
* Based on Geert Hofstede™ Cultural Dimensions. www.geert-hofstede.com
Team Member Training Needs—e.g. Online Communications Technology Tools such as web conferencing, team website, document
sharing, instant messaging, written communications skills, etc.
 ___________________________
 ___________________________
 ___________________________
 ___________________________
Resources:
http://www.timeanddate.com/
http://www.worldtimezone.com/
© Copyright 2009 Partners in Development of IL. Used with permission.
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