Purpose
A concise statement explaining why the charter exists and the business outcomes it supports, such as trust, safety, and performance.
A clear charter reduces ambiguity about acceptable conduct and aligns teams around shared priorities while supporting compliance with internal and external obligations.
Organizations create charters at the executive or HR level and circulate them to managers and employees for acknowledgment.
Large organizations often require departmental adoption and periodic reaffirmation; smaller firms may include the charter in their employee handbook.
A concise statement explaining why the charter exists and the business outcomes it supports, such as trust, safety, and performance.
A short set of core values with brief behavioral examples so employees understand how values translate to day-to-day actions.
Clear, role-agnostic rules on collaboration, communication, conflict resolution, and respectful behavior to reduce ambiguity.
Specific leader responsibilities for modeling the culture, addressing violations, and integrating charter commitments into evaluations.
Designated channels for concerns, escalation steps, confidentiality expectations, and anti-retaliation assurances.
A schedule and owner for periodic charter review and amendment to keep the document current and relevant.
Choose a platform that supports secure distribution, audit trails, and easy record retrieval for acknowledgment tracking.
| Field | Configuration |
|---|---|
| Recipient Routing | Sequential or parallel signing |
| Authentication Level | Email, SMS code, or SSO |
| Reminder Cadence | Automatic reminders and escalation |
| Audit Trail | Timestamps, IP, and action log |
Set a 30–90 day window for acknowledgement
Review charter at least once per year
Notify employees within 30 days of material changes
Require new signatures after substantive revisions
Coordinate training within 60 days of rollout
Optica drafted a concise charter tied to performance reviews
A property management firm standardized customer-facing conduct and rental staff training
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |