Templates for Continuous Process Improvement


Project Charter Template

Also known as a Team Charter

How to Launch Any Team

Following the online intructions for how to launch any team for process improvement,
when you get 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.

Project Charter template

Team Charter Template

The Team Charter template (Charter.xls) is designed to be flexible enough to use
for any type of team:

It is designed to be easily personalized with Links to YOUR company's standard guidelines, YOUR Team Roles, and other personalized documents related to YOUR project or event.

It is also optimized for quick transfer from Excel to your PowerPoint Presentation of Results.

When in doubt — you can't go wrong with using either

  1. the all-purpose team charter tool, (above), or...
  2. the A3 Report (below)

A3 Report as a Team or Project Charter

A3 Project Charter template

The A3 Report (A3Report.doc) is also always a good choice — 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.


Download your free A3 Report template

Charter within another document

To Do List template Gantt Chart Value Stream Plan

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

SIPOC project charter template

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 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

blank template

If none of these options are exactly the way you want your charter, then you can either:

  1. Easily personalize any of these as a great starting point to make a few small changes, or...
  2. Start with the Blank.xls 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 = ACORN

ACORN test

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?


Bottom Line

If you're the Executive Sponsor or the Team Leader, 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.

These project charter templates come sprinkled throughout the 4 bundles of Systems2win templates. Why not simply do what most companies do — and own them all?



and you can empower every team member
with steep quantity discounts



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AND your tools:

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These project charter templates come sprinkled throughout the 4 bundles of Systems2win templates.
Why not own them all?