[Organization name]
Sales enablement charter
Vision statement
Mission statement
Our pillars
Pillar 1
A brief summary.
How does this align with corporate KPIs?
Think strategic, not tactical.
New projects & ongoing responsibilities land here.
Pillar 2
A brief summary.
How does this align with corporate KPIs?
Think strategic, not tactical.
New projects & ongoing responsibilities land here.
Pillar 3
A brief summary.
How does this align with corporate KPIs?
Think strategic, not tactical.
New projects & ongoing responsibilities land here.
Our pillars
Pillar 4
A brief summary.
How does this align with corporate KPIs?
Think strategic, not tactical.
New projects & ongoing responsibilities land here.
Pillar 5
A brief summary.
How does this align with corporate KPIs?
Think strategic, not tactical.
New projects & ongoing responsibilities land here.
Pillar 6
A brief summary.
How does this align with corporate KPIs?
Think strategic, not tactical.
New projects & ongoing responsibilities land here.
Pillar 1
Objective:
Your overarching objective for this pillar, and how it ties to the organization’s wider goals.
Again, think strategic - go beyond firefighting.
Pillar 1
Quarter by quarter:
Q1:
Quarterly goals. These should ultimately tie into your pillar’s overall objective.
Q2:
Quarterly goals. These should ultimately tie into your pillar’s overall objective.
Q3:
Quarterly goals. These should ultimately tie into your pillar’s overall objective.
Q4:
Quarterly goals. These should ultimately tie into your pillar’s overall objective.
Pillar 1
Key metrics and KPIs:
The data and numbers. Outline how you’ll measure whether you’re on the right track - and why you’re using those metrics.
Pillar 1
Known risks and potential issues
Outline potential roadblocks to achieving your objectives here, in order to get ahead of them and make everyone aware of them ahead of time.
Pillar 1:
Cross-functional collaboration
Function 1
Explain how you need to cooperate with this function in order to achieve your objectives.
Individuals in the listed function should understand how they need to work with your team on this pillar.
Function 2
Explain how you need to cooperate with this function in order to achieve your objectives.
Individuals in the listed function should understand how they need to work with your team on this pillar.
Function 3
Explain how you need to cooperate with this function in order to achieve your objectives.
Individuals in the listed function should understand how they need to work with your team on this pillar.
Pillar 1
Resources needed
Here, list the budget and resources you’ll need to achieve your pillar objective.
You can reuse the previous slides for each of your pillars. Next, we’ll look at some other important sections to include in your charter.
Roadmap / timeline
It can be useful to create a roadmap of major launches/events for the year, in order to have a visual representation of the year ahead.
Q1
Q2
Q3
Q4
Milestone 1
Milestone 2
Milestone 3
Milestone 4
Milestone 5
Roles and responsibilities
Catalog you and your team’s individual roles and responsibilities. That way, stakeholders can refer to the charter and know exactly who to go to with issues/questions.
Team member 1
Team member 2
Team member 3
Requested resources and budget requests
Call out exactly who and what you need in relation to headcount and contractors in order to scale and expand your team. Any resources you need for tools, tech, and more should be outlined here too.
Review process
Your charter can’t be static - how often will you review the charter, and with whose input?