Lean Essentials Series

Lean Project Charter

This document contains an editable template of the Lean Project Charter.

A project charter contains 8 sections:

1. Purpose
2. Business case
3. Value proposition statement
4. Key players
5. Scope
6. Enablers
7. Barriers
8. Support estimate

This document is an editable pdf. You can type data into this form and print
out a copy for your records.

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Copyright 2009 Process Management International Ltd
Lean Project Charter v.0.1

www.pmi.co.uk

Lean Essentials Series

Authors:

Date:

Project Name:
Project Purpose: What is the project trying to accomplish? Which Process gives this output? What Measure will show any improvement? What is the Present performance? What is the Goal
performance? What is the Timing for reaching this goal?

Business Case: What impact is this problem having on our customers/the business/the employees? What are the key deliverables to be expected? What other, indirect, benefits may arise
from this work?

Value Proposition Statement: What does the customer value from your process? What would the process look like without any waste (the ideal future state)? What is the Value Proposition
statement that summarises this?

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Copyright 2009 Process Management International Ltd
Lean Project Charter v.0.1

www.pmi.co.uk

Lean Essentials Series

Key Players: Who is the Champion/Black Belt/Team Leader/Team Members/Other Key

People who need to be involved?

Scope: Which area/department within the organisation or Product/Market Segments/

Customers are to be covered?

Enablers: What needs to be in place to ensure the work progresses?

Barriers (not the opposite of enablers): What are the potential barriers to the work?

Support Estimate: Estimate of people, equipment, expenses, capital required for the project?

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Copyright 2009 Process Management International Ltd
Lean Project Charter v.0.1

www.pmi.co.uk