Project charter

Project title

Project picture

Author: ______________
Date: _______ Version: _____________

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Project charter

Agenda

Project objective High level process map Project scope Team involved Roles and responsibilities Project planning Next steps

Copyrights 2008 Equable - Business Operations Excellence. All rights reserved

Project charter

Project objective

Problem Statement

Goal Statement

Copyrights 2008 Equable - Business Operations Excellence. All rights reserved

Project charter

High level process map SIPOC(1)

Supplier

Process name

Customer

Input

Activity #1

Activity #2

Activity #3

Output

Delay CTQ

Cost CTQ

Quality CTQ

Note (1) : Supplier Input Process Output & Customer

Copyrights 2008 Equable - Business Operations Excellence. All rights reserved

Project charter

Project scope
Performance Indicator(s) In scope Business Case / Potential Savings

Out of scope

Risk

Level

Mitigation action

Responsible

Date

Copyrights 2008 Equable - Business Operations Excellence. All rights reserved

Project charter

Team involved
Management Team Sponsor: Mr/Mrs X.Y Process Owner: Mr/Mrs Y.W Finance Validation: Mr/Mrs C Stakeholders: Member 1: Member 2: Member 3: Member 4: Member 5: Member 6: Project leader: xxxx Team Participants List: Member 1: Member 2: Member 3: Member 4: Extended Team List: % of dedication yy% zz% vv% ww% n/a Team Participants

Project reviews
Monthly Steering Committee Weekly Project Committee

Copyrights 2008 Equable - Business Operations Excellence. All rights reserved

Project charter

Roles & Responsibilities

Role1 Responsibilities2 Define Measure Analyze Improve Control

Who

Function

1 ROLES Sponsor Champion Stakeholder Finance Manager Project Manager Project Leader Process Owner Master Black Belt Team Member Subject Matter Expert

2 RESPONSIBILITIES A = Approve R = Report M = Member of the team I = Interested (to inform)

Copyrights 2008 Equable - Business Operations Excellence. All rights reserved

Project charter

Project planning

dd/mm/yy -> dd/mm/yy

dd/mm/yy -> dd/mm/yy

dd/mm/yy -> dd/mm/yy

dd/mm/yy -> dd/mm/yy

dd/mm/yy -> dd/mm/yy

DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Copyrights 2008 Equable - Business Operations Excellence. All rights reserved

Project charter

Next steps

Copyrights 2008 Equable - Business Operations Excellence. All rights reserved

Project charter

Thank You

END

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Project charter

APPENDIX

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Project charter

Validation form

Define phase deliverables check list: Sponsor defined Team Kick off meeting completed Project leader defined Problem statement Objective High level process maps (SIPOC) Scope Risks identified Resources, roles & responsibilities defined Stakeholders defined and informed Business Case validated by Finance & Sponsor Plan for all project phases Milestone validated by Sponsor & stakeholders Signatures
Sponsors: Stakeholders: Finance:

Date: dd/mm/yyyy Open points:

Project Leader:

Master Black Belt:

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Project charter

Business case (example/template)

Savings in K$
100 10 3 8 79

-21

Costs

Action #1

Action #2

Action #3

New costs

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Project charter

Detailed Work Plan

WHAT (deliverables) WHO start date WHEN planned end date Completion date % progress Comment

DEFINE PHASE Kick-off meeting (Team & Management) Project charter Draft Project charter review with team Business Case Validation with Finance Business Case Validation with Sponsor DEFINE Review with Sponsor and stakeholders MEASURE PHASE Measurement System Analysis Validation AS IS PROCESS CAPABILITY Measurement

MEASURE Review with Sponsor and stakeholders ANALYZE PHASE

ANALYZE Review with Sponsor and stakeholders IMPROVE PHASE DESIGN plan DEVELOPMENT PLAN TEST and PILOT PLAN SOLUTION FULL DEPLOYMENT TO BE PROCESS CAPABILITY Measurement IMPROVE Review with Sponsor and stakeholders CONTROL PHASE

CONTROL Review with Sponsor and stakeholders

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