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Founding Documents

Written agreements prevent misunderstandings. Draft these early, even if they feel premature — it’s easier to modify a document than to resolve a conflict that a document would have prevented.

Your charter is the foundational document. It defines:

  • Mission — Why this community exists
  • Values — How members are expected to behave
  • Membership — Who can join, how they join, how they leave
  • Governance — How decisions are made
  • Meetings — Format, frequency, expectations
  • Confidentiality — What can be shared outside the group
  • Amendments — How this document gets updated

Use our Charter Template as a starting point.

Separate from the charter, a code of conduct specifies:

  • Acceptable and unacceptable behavior
  • Reporting process for violations
  • Consequences (warning, suspension, removal)
  • Who enforces it

See our Code of Conduct for a model.

Some groups codify their meeting norms separately:

  • Phones away / cameras on / mute when not speaking
  • Timekeeping expectations
  • How to signal disagreement constructively
  • What happens when someone misses meetings

Before your first meeting: Draft a minimal charter and share it with founding members.

After 3-4 meetings: Revise based on what you’ve learned about how the group actually works.

Annually: Review and update. Communities evolve; documents should too.