Step 01
Lock the kickoff brief
List project, sponsor, decision needed, constraints, and any metrics or risks already known. Refuse “give me a charter template” with no context.
Step 02
Generate filled sections
Produce a charter the team can argue with: what success means, what is excluded, who owns decisions, and when work lands.
Step 03
Run a scope and accountability pass
Confirm every metric and date against the brief, then share with an [Executive Summary Generator](https://ottermind.ai/tools/executive-summary-generator) memo or [Meeting Minutes Generator](https://ottermind.ai/tools/meeting-minutes-generator) notes from kickoff.