Process Improvement Project Charter

A Process Improvement Project Charter is the foundational document that formally authorizes and defines a Lean Six Sigma or other improvement initiative. It sets the stage for the project by clarifying scope, objectives, and responsibilities, ensuring alignment among stakeholders.

📄 Purpose

  • Defines the problem/opportunity the project will address.

  • Establishes clear goals tied to measurable outcomes (cost savings, quality improvements, cycle time reduction).

  • Aligns stakeholders by documenting expectations and boundaries.

  • Provides authority for the project leader (often a Green Belt or Black Belt) to use organizational resources.

  • Serves as a reference point throughout the project lifecycle to prevent scope creep.

🧩 Typical Components

  1. Project Title & Sponsor – Identifies the initiative and leadership support.

  2. Problem Statement – Concise description of the issue or inefficiency.

  3. Business Case – Why the project matters; expected benefits and strategic alignment.

  4. Goal Statement – SMART objectives (Specific, Measurable, Achievable, Relevant, Time-bound).

  5. Scope – Boundaries of what’s included/excluded.

  6. Timeline/Milestones – High-level schedule, often aligned with DMAIC phases.

  7. Team Members & Roles – Defines responsibilities (Champion, Belt, Process Owner, SMEs).

  8. Metrics/Success Criteria – How improvement will be measured (KPIs, baseline vs. target).

  9. Constraints & Risks – Known limitations or potential challenges.

✅ Value in Practice

  • Clarity: Everyone knows what the project is solving and why.

  • Focus: Keeps the team aligned on scope and objectives.

  • Accountability: Assigns ownership and authority.

  • Communication: Provides a simple, structured way to brief stakeholders.

  • Control: Acts as a contract—changes require formal review.

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