Phase 3: Charter Operationalization

In this phase, the Relationship Charter is brought to life.


Initial Statement of Work


  • Team orientation
  • Stakeholder map
  • Conduct seminar
  • Seminar feedback analyses

Steps: (click on any step below for additional information)

  1. Staffing & Launching of Teams
  2. Establishing Governance Secretariat
  3. Checkpoint Review/Coaching

Team Makeup:

  • Lead Advisor
  • Project Manager
  • Relationship Charter Specialist
  • Engagement Support

Characteristics of a good outcome:

  • Positive indication of the orientation sessions and convergence on the interview guide

Characteristics of an undesirable outcome:

  • Failure to do this will diminish the value of the charter, and will become just a paper model.

Previous Phase 2 Overview

First Step 1