PMP · Question #67
An agile facilitator has gathered a team for a new project. This team and facilitator have not yet worked on a project together. How should the facilitator proceed?
The correct answer is B. Hold a team charter discussion. When a new agile team and facilitator start a project, they should begin by holding a team charter discussion to establish shared understanding, working agreements, and team norms.
Question
An agile facilitator has gathered a team for a new project. This team and facilitator have not yet worked on a project together. How should the facilitator proceed?
Options
- ASet up a lessons learned session from a similar project.
- BHold a team charter discussion.
- CSchedule a release planning session.
- DConduct a product roadmap session with the team.
How the community answered
(65 responses)- A3% (2)
- B82% (53)
- C9% (6)
- D6% (4)
Why each option
When a new agile team and facilitator start a project, they should begin by holding a team charter discussion to establish shared understanding, working agreements, and team norms.
Setting up a lessons learned session from a *similar* project is useful for gathering insights, but it's not the first step for a *new* team to define its own operational framework.
For a new team and facilitator, holding a team charter discussion is essential for team formation and establishing a foundation for collaboration. A team charter defines the team's purpose, working agreements, roles, responsibilities, and values, which helps the new team understand how they will work together and interact with each other and stakeholders.
Scheduling a release planning session is a later step in agile planning, after the team has formed and gained a shared understanding of its purpose and ways of working.
Conducting a product roadmap session is focused on product strategy and vision, which is important, but precedes establishing how the new team will function internally.
Concept tested: Agile team formation and chartering
Source: https://www.scrum.org/resources/blog/team-charter-first-step-high-performing-scrum-team
Topics
Community Discussion
6
Ingrid P.Jun 1, 2026B. When a team has never worked together, the team charter is step one because it establishes ground rules, communication norms, and working agreements before any planning happens. I put a card on this exact distinction: new team equals charter, existing team equals lessons learned.
Grace U.Jun 19, 2026B. New team means team charter first, before any planning happens.
Prof. SaraMay 21, 2026B is correct here because Domain 1.2 covers team formation, and a new team needs a team charter to establish working agreements before anything else. Think of the mnemonic CAT for Charter, Agreements, Team norms as the foundation step before you ever touch a roadmap or release plan. One thing I want to clarify for my own understanding: does anyone know if the PMP exam typically treats the team charter as a one-time event at kickoff, or does it expect the facilitator to revisit and revise those working agreements iteratively as the team matures?
Fatima Z.May 28, 2026B is the answer here, and my memory hook is "Before you Build, you Bond." Think BBC: Begin By Chartering, because a brand-new team needs ground rules and shared expectations before touching any deliverables. A is tempting since lessons learned sounds wise, but you cannot retro on a relationship that has no history yet. C and D jump straight to planning work when the team has not even figured out how they communicate or make decisions together. Quick question for anyone who has sat the exam recently: does PMI ever frame the team charter as optional on agile questions, or is it always treated
Yuki V.May 30, 2026Passed two weeks ago and PMI treats the team charter as non-optional on agile questions, though they will sometimes frame it as a working agreement or social contract to throw you off.
Yuki V.Jun 9, 2026Went with B on my exam last week. D is tempting because a roadmap sounds like a logical first step, but since the team and facilitator have never worked together, you need the team charter to establish norms and working agreements before anything else.