Whiteboard PromptsNew team charter on Claude Whiteboards
Write the team's purpose, settle what it owns, map roles and who decides what, agree working rules and cut the meeting load to what produces an output.
Use it when: In the first two weeks of a new or merged team of 4 to 10 people, or when a team keeps arguing about who owns or decides something.
Team charter
What you type here fills every prompt below and stays in this browser.
- 0′Lay out the board
- 4′Write the purpose
- 18′Settle the scope
- 28′Map the roles
- 40′Set decision rights
- 55′Agree working agreements
- 70′Cut the rituals to what produces output
- 80′Check for conflicts
- 86′Sign off and send
Agenda, 90 minutes. Click a time to jump to its step.
Before the meeting
- Get the mandate in writing from the person the team reports to: one or two sentences with at least one number. A purpose built without it drifts.
- Copy the team's recurring meetings from the calendar with cadence, length and attendees, ready to paste in step 7. Claude only sees what is on the board, not your calendar.
- Ask each person to bring the three decisions that took longest or got reopened in the last month. They are the first rows of the decision-rights table.
- 0–4 min
Lay out the board
Run this before people join. Check that the six sections are in two rows of three and that both tables have their headers.
Start a whiteboard for the team charter of the Payments Platform team at Northwind Freight. Add a title, and under it a sticky note labeled "Mandate" containing exactly this text: Run card and bank payouts for 40,000 carriers, with 99.9% of payouts on time. Below, make six sections in two rows of three, in this order: "Purpose", "Scope", "Roles", "Decision rights", "Working agreements", "Rituals". Inside "Scope", make three columns: "We own", "We don't own", "Unclear". Inside "Decision rights", add a table with the columns Decision, Decides, Consulted, Informed. Inside "Rituals", add a table with the columns Ritual, Cadence, Length, Who, Output. Leave everything else empty.
Board after this stepTitle, the mandate note, six labeled sections, three empty scope columns and two empty tables.
Steps 2 to 9 are in the workshop kit
You have the setup prompt and the full agenda. The kit adds the other 8 prompts of this team charter, what to do while Claude works on each one, and 3 follow-up prompts: Onboarding deck for new joiners, Decision rights sheet, 90-day review opener. The same for all 12 workshops, plus the 40-prompt library.
One payment, no subscription. Opens in this browser as soon as Stripe checkout completes.- 4–18 min
Write the purpose
In the kitRead the sticky notes in "Purpose" and the Mandate note …
Board after this stepThe team's notes, three short drafts, and the chosen draft with a thick outline.
- 18–28 min
Settle the scope
In the kitIn "Scope", group the notes in each column by theme, with a labeled box around each group …
Board after this stepOwned and not-owned work grouped by theme. Conflicting items paired up under Unclear with a deadline.
- 28–40 min
Map the roles
In the kitIn "Roles", make one card for each person in Rosa (EM), Ahmed, Lena, Femi, Mei and Jonas and move each person's sticky notes onto their card without …
Board after this stepOne card per person, red notes for unowned work, yellow notes for overlaps.
- 40–55 min
Set decision rights
In the kitFill the "Decision rights" table with these decisions, one per row, keeping my wording …
Board after this stepEight to ten decision rows, each with one decider, plus a few red cells the team could not settle.
- 55–70 min
Agree working agreements
In the kitGroup the notes in "Working agreements" by theme, with a labeled box around each group and the note count in the label, for example "Code review …
Board after this stepThemed groups with counts and one measurable draft agreement beside each. Dots show which six to eight the team keeps.
- 70–80 min
Cut the rituals to what produces output
In the kitFill the "Rituals" table with these recurring meetings, one per row …
Board after this stepA ritual table with an output on every kept row and a weekly meeting-hours note per person.
- 80–86 min
Check for conflicts
In the kitCheck the whole charter for contradictions and only report them, don't fix them …
Board after this stepRed conflict notes beside the sections they affect, each resolved or moved to Unclear.
- 86–90 min
Sign off and send
In the kitTurn this board into a one-page team charter doc for the Payments Platform team at Northwind Freight with these sections in order …
Board after this stepThe board stays as the record; a one-page charter goes to the team.
After the meeting
Onboarding deck for new joiners
In the kitTurn the charter on this board into a six-slide deck for new team members …
Decision rights sheet
In the kitCreate a sheet from the "Decision rights" table on this board with the columns Decision, Decides, Consulted, Informed, Last reviewed …
90-day review opener
In the kitWrite out the working agreements and the decision-rights table from this board as a plain list I can paste into a new whiteboard in 90 days …
What goes wrong on Claude Whiteboards
- Limit the purpose drafts to words already on the board. Without that limit, Claude writes polished mission sentences that nobody in the room said and nobody remembers a week later.
- 2 more pitfalls for this workshop are in the kit
Board layout
A board with a one-sentence purpose, an owned / not owned / unclear scope, a role card per person, a decision-rights table with one decider per row, six to eight working agreements and a ritual table with an output for every meeting. Plus a one-page charter doc with a review date.
Agenda at a glance
| Minutes | Step | What the board shows afterwards |
|---|---|---|
| 0–4 | Lay out the board | Title, the mandate note, six labeled sections, three empty scope columns and two empty tables. |
| 4–18 | Write the purpose | The team's notes, three short drafts, and the chosen draft with a thick outline. |
| 18–28 | Settle the scope | Owned and not-owned work grouped by theme. Conflicting items paired up under Unclear with a deadline. |
| 28–40 | Map the roles | One card per person, red notes for unowned work, yellow notes for overlaps. |
| 40–55 | Set decision rights | Eight to ten decision rows, each with one decider, plus a few red cells the team could not settle. |
| 55–70 | Agree working agreements | Themed groups with counts and one measurable draft agreement beside each. Dots show which six to eight the team keeps. |
| 70–80 | Cut the rituals to what produces output | A ritual table with an output on every kept row and a weekly meeting-hours note per person. |
| 80–86 | Check for conflicts | Red conflict notes beside the sections they affect, each resolved or moved to Unclear. |
| 86–90 | Sign off and send | The board stays as the record; a one-page charter goes to the team. |
Run every workshop, not just the retro
Anthropic's help page gives three sample prompts. Free prompt packs give single prompts. The kit gives you the whole session: what to paste, in what order, how many minutes each step takes, what you do while Claude works and what the board should show before you move on.
| Free here | Workshop kit | |
|---|---|---|
| Sprint retrospective | The whole script | The whole script |
| The other 11 workshops | Agenda, board layout and the first prompt | Every prompt in order, with what you do at each step |
| Prompts that turn the board into a doc, deck, tracker sheet or Miro board | Retro only | For every workshop (40 in all) |
| Mistakes to avoid on Claude Whiteboards | One per workshop | All of them |
| Single-job prompt library | 10 prompts | All 40 |
| Copy, print or download a script | Retro only | All 12, plus the whole kit as one Markdown file |
$19one payment
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