Project Charter

Also known as Project Proposal Template or 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.

Project Charter template

Project Proposal 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. this all-purpose team charter tool, or...
  2. the A3 Report

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.

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.


 
 

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