Charter vs. Card: Choosing Scope Depth
You don't want the same ceremony for a one-sprint enhancement as you do for a multi-team platform refactor.
When to Use a Scope Card
The Card is your minimal, tactical contract.
- The work fits inside a single sprint or tightly bounded request.
- Dependencies are limited and known.
- Risk profile is low to medium.
- It is a slice of a bigger initiative, not the initiative itself.
When to Use a Scope Charter
The Charter is the single source of truth for messy, cross-functional work.
- Multiple teams or vendors are involved.
- Architecture, compliance, or critical data models are touched.
- Boundary decisions must be made (who owns what domain).
- Leadership expects a contract.
The Heuristic:
Card = "We've carved out a safe, tactical slice."
Charter = "We're defining the playing field and the rules."
Card = "We've carved out a safe, tactical slice."
Charter = "We're defining the playing field and the rules."