Phase 2: Create a Charter

  • Announce and authorize the work to be undertaken by the team                                                      
  • Develop boundaries of the process evaluation

                                                                                                                                                                                 Request for Services

A Charter is a tool which identifies the lean team members, documents the scope of work, and articulates the process boundaries, objectives, and resources that are authorized to work on the project.


A Charter is a tool used to announce and authorize the work to be undertaken by the team

Components of a Charter:

  • Identifies the Project Sponsor  who supports process evaluation initiative and empowers the team to make changes
  • Identifies and describes the process to be evaluated/improved
  • Identifies the customers and stakeholders of the process as well as the team members
  • Lists the resources authorized for the project team and identifies the decision-making authority of the team and role
  • Describes the problem to be solved
  • Problem statement is composed of a question as you cannot solve a problem without a clear understanding of the project
    • Example: 

      Recruiting time for software engineers for the flight systems design department in San Jose is missing the goal of 70 days 91 percent of the time. The average time to fill a request is 155 days in the human resources employee recruitment process over the past 15 months. This delay is adding costs of $145,000 per month in overtime, contractor labor, and rework costs. 

      How do we bring recruiting in alignment with recruiting goals eliminating additional labor and operational cost? 

  • Sets the boundaries of the project, i.e. bookends
  • Establishes the primary project goals

Team members work collaboratively to create the Charter. A Project Charter Template is typically followed.

Link to Project Charter Template: