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Customer Experience Team Charter Meeting Template

To understand how to run great Customer Experience meetings with your team, first create a team charter that outlines how to work together moving forward.

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What’s inside this Customer Experience Team Charter Meeting Template:

1 👁 CX Vision

What is our CX Vision?

2 🎯 CX Goals & Objectives

What are our CX goals and objectives?

3 👤 Roles & Responsibilities

What are our roles and responsibilities?

4 📌 Prioritize

How can we prioritize CX efforts?

5 ✍️ Authority

Who needs to know what we’re doing? Who needs to approve?

6 👏 Team Work

How will this team work together?

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About the author

Jeannie Walters

Jeannie Walters is the CEO/Founder of Experience Investigators™ by 360Connext, a global Customer Experience consulting firm. Jeannie is also a Certified Customer Experience Professional (CCXP,) a charter member of the Customer Experience Professionals Association (CXPA,) a Professional Member of the National Speakers Association, a Forbes Coaches Council Member, a C-Suite Network Advisor, a LinkedIn Learning and Lynda.com instructor, and a TEDx speaker.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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