Sales enablement charter template

Our Sales enablement charter template has been designed to offer a clear, structured framework to provide enablement teams with the clarity they need to succeed.

What is a sales enablement charter?

This template is a strategic framework designed to help businesses establish a formal sales enablement function. Whether you’re just starting out, or refining your existing strategy, the document outlines key components including:

• Opportunity statement: Defining the current challenges and value of sales enablement.
• Mission statement: Setting the purpose of your enablement function.
• Target audience: Identifying who your sales enablement efforts will support, including sales, presales, and partners.
• Goals and scope: Clarifying the scope, objectives, and boundaries of your enablement program.
• Outcomes and metrics: Determining the success criteria and key metrics to track.
• Risks, dependencies, and resources: Highlighting potential obstacles and what’s needed for success.

The charter also identifies key stakeholders, such as sponsors and the target audience, and addresses risks, dependencies, and how the sales enablement efforts support the overall customer journey.

Ultimately, it provides a structured approach to empower sales teams with the tools, content, and processes necessary for effective buyer engagement and improved sales performance.

How to use the template

1. Customize the document: Start by personalizing the template to reflect your organization’s unique challenges and goals. Define your current sales enablement landscape and outline the opportunity for improvement.
2. Align your team: Use the charter to ensure alignment across departments, particularly with your sales, marketing, and operations teams. The clear definitions and roles outlined in the charter will help create a shared understanding.
3. Set clear goals and metrics: Fill in the sections on goals, scope, and success metrics to ensure everyone knows what success looks like and how to measure it.
4. Mitigate risks and allocate resources: Identify potential risks and dependencies, ensuring you’ve planned for the resources and budget needed to execute effectively.

By following these steps, you’ll create a well-defined, actionable roadmap that can drive consistent sales enablement success.

Download your sales enablement charter template

Sales enablement charter template

Sales enablement charter template 1

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