Project Charter Template
Also known as a Team Charter
How to Launch Any Team
Following the online instructions for how to launch any team for process improvement,
when you get to the part when it's time to create the Team Charter,
you have several choices for your team charter template...
Project Charter Templates
There are several different project charter templates for different types of process improvement teams
and different types of leader preferences.
Team Charter Template
Team Charter template
The Team Charter template (TeamCharter.xlsx)
is designed to be flexible enough to use for any type of team:
- Kaizen Mandate
- Six Sigma Team Charter
- Value Stream Team Charter
- Any type of Project Management
See instructions for How to use your Team Charter Template (below)
When in doubt — you can't go wrong with using either
A3 Report as a Team or Project Charter
The A3 Report (A3Report.docx) is also always a good choice to use as a project charter template — especially for teams undertaking projects that are complex enough to justify an explanation of their mission that fits better on an 11x17 piece of paper — and would overflow a little PowerPoint slide.
Hoshin Planning Teams should usually use the A3 Report as a project proposal template. Refer to Thomas Jackson's Hoshin Kanri for the Lean Enterprise as suggested reading to see an excellent team charter example for Hoshin Kanri.
And of course, the A3 Report itself serves as its own charter for an A3 problem-solving project.
Charter within another document
Some team leaders like to enter
their Team Charter information
near the top of their Team To Do List,
Gantt Chart, Value Stream Plan,
or other project planning tool,
thereby reducing the number of documents associated with the project.
SIPOC Team Charter for Value Stream Mapping
The generic Team Charter template is a good choice for a value stream mapping team.
The A3 Report tends to focus the value stream team's mission even more sharply.
And the SIPOC Diagram (SIPOC.xlsx) is also a popular choice —
because it so clearly defines the boundaries of the value stream (or target segment of it)
and because the process inputs and outputs are so relevant to so many value streams.
Design your own Project Charter template
If none of these options are exactly the way you want your charter, then you can either:
- Easily personalize any of these as a great starting point to make a few small changes, or...
- Start with the Blank.xlsx template, and quickly create your own from scratch —
but now your custom template will have all of the standard features that you've come to appreciate and expect in every one of your Systems2win Excel templates.
Bookmark = how
How to use your Team Charter Template
Before using this template
Your Continuous Improvement Leaders might have personalized your master Team Charter template
It is designed to be easily personalized with Links to YOUR company's standard guidelines,
YOUR Team Roles, YOUR Company Employee Directory, etc.
You (the Team Leader) can then optionally edit or add your own links
to documents related to THIS project, team, or event.
(See examples in the Sample sheet in your template)
Find and open your template
Find and open your
Project Charter template
in the same way that you find and open
your other 150+ Systems2win templates.
If you don't yet own a license,
you can download your free trial now.
Save your working document
following the usual document storage and naming conventions established by your leaders
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon bar > Systems2win tab > Open a Blank Sheet
This blank sheet is where you will do your real work
(not on the Sample sheet)
Rename your new sheet.
Or... Insert Sheet
As an alternative to opening a stand-alone document (as instructed above),
you also have the option to Insert Sheet into any other Excel workbook.
If English is not your preferred language
Switch to your language, just like every Systems2win Excel template.
Now your team is ready to get started...
Fill in your data
Use ALT+ENTER to create word-wrapped paragraphs within cells.
Ensure that your mission passes the ACORN test (described in the section below).
Obtain approval for your proposed team or project charter,
following the approval policies established by your company.
When preparing your Presentation of Results
This Team Charter template is designed to easily copy and paste a copy of your Team Charter
into your Results Presentation PowerPoint template (eventResults.pptx)
that you use to prepare your presentation to all stakeholders and senior management.
Bookmark = ACORN
The ACORN test is one way that some teams determine whether their project charter is well defined.
Ask the following questions about your team's mission or goal:
A — Accomplishment
Does the goal describe results more than behaviors?
Could completion of the mission be verified if the project "insiders" were not there to explain things?
C — Control
Is accomplishment of this mission completely (or only partially) within the team's control?
O — Only Objective
If this and only this was accomplished, would it be enough?
If anything else would also be required, then the team is working on a sub-goal,
which is okay, but should be recognized.
R — Reconciliation
Any two groups should not be working on the same goal —
and should not be working on conflicting goals.
N — Numbers
What are the best (and most practical) ways to measure success?
If you're the Executive Sponsor or the Team Leader...
(See definitions in your Team Roles templates)
then one of the first choices you're going to need to make
is which type of project charter template will most clearly communicate what your team needs to do,
and with your Systems2win templates...
you've got good choices
These project charter templates
priced low enough to empower every team member