Project Charter Template
Also known as a Team Charter
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
The Team Charter template (Charter.xls) is designed to be flexible enough to use
for any type of team:
- Kaizen Mandate
- Six Sigma Team Charter
- Any type of Project Management
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:
- this all-purpose team charter tool, or...
- the A3 Report
A3 Report as a Team or Project Charter
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.
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 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
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.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
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, 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