In the context of agile project management, when a facilitator is working with a new team, it is important to establish a common understanding and set the stage for collaboration. Holding a team charter discussion is a foundational step in this process. It allows the team to define their mission, objectives, and the norms that will guide their work together. This session helps in building trust, setting expectations, and ensuring that everyone is aligned with the project’s goals. It is a critical step for team formation, especially when the facilitator and the team have not worked together before.

The recommendation for an agile facilitator to hold a team charter discussion with a new team is supported by agile best practices and the guidelines provided in PMI’s resources on project management and business analysis123