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Also known as a Project Charter
Training to get you started.
Tools you won't outgrow.
How to Launch Any Team
When you follow 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...
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
See instructions for How to use your Team Charter Template (below)
When in doubt — you can't go wrong with using either
A3 Report template
Your A3 Report template (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.
thereby reducing the number of documents associated with the project.
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.
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.
If none of these options are exactly the way you want your charter, then you can either:
How to use your
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 start using your
to clearly define the scope, boundaries, leadership, and success criteria for your team
Fill in your data
Team Charter template
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.
The ACORN test is one way
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?
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
to empower every team member
AND your tools:
better, faster, cheaper
Your Systems2win templates come with free New User Training to quickly learn features that are common to all 150+ templates
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