Team Charter Template

Also known as a Project Charter

---

templates

Excel Project Charter Templates

Choose from 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 (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)

A3 Report as a Team or Project Charter

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

For a value stream mapping team, the generic Team Charter template is one good choice.

The A3 Report tends to focus the value stream team's mission even more sharply.

Design your own Project Charter 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.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.

---

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

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

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 start using your

Project Charter template

to clearly define the scope, boundaries, leadership, and success criteria for your team

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

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.

---

ACORN

ACORN test

The ACORN test is one way

to determine whether your 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?

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?

---

---

BuckStop

Bottom Line

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

It's your team...

It's your choice...

The buck stops with you

---

These project charter templates
come with many more process improvement templates

 

 

to empower every team member to improve every process