VISION OF SUCCESS

VISION OF SUCCESS What outcomes or results do you want to see? What does success look like for our customer? What does success look like for other stakeholders (staff, partners)?

PROJECT MILESTONES & SCHEDULE

RESOURCES Internal resources: needed to complete the project. External resources: needed to complete the project. Equipment: needed to complete the project. Materials: needed to complete the project.

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CONTEXT / ISSUES What is the problem or opportunity and why is it important? What is the purpose, the business reason for choosing this project? What are the anticipated benefits to customers and staff from the project? What performance measure needs to improve? Note: The bulleted items in this document help to explain what the section is and what you should be thinking about when you fill this project charter out. The bullets are not meant to be addressed individually.
GOALS What specific, measurable , attainable, relevant, time-bound results do you want or need to accomplish? Show visually how much, by when, and with what impact. NOTE: Be careful not to state a solution as a goal!
SCOPE (IN BOUNDS) What is the first step and last step in the process? What is the program and geographic area? NOTE: Be mindful of what you can realistically accomplish with available resources and time.	SCOPE (OUT OF BOUNDS) What is off the table due to resources? What are the givens or assumptions for the project? Record out of scope issues in a “Parking Lot”
Customers/Stakeholders Who is the end-user customer? Who are other stakeholders who have a role or interest in the success of the process?	Team Members Team Leader: Team Members:
CUSTOMER REQUIREMENTS What are the customers specific requirements or expectations?

Project Milestones	Owner	Proposed Date	Actual Date
Each milestone or significant accomplishment should be listed with the respective person or group responsible to complete it, and planned date. The actual date can be left blank.

A3 PROJECT CHARTER:

Date:

Sponsor:

An A3 Project Charter is a visual tool for communicating critical project information on one page. It helps ensure all parties working on the project are clear about what they need to accomplish and their role in the project.

Typical CI Project Benefits:

Improved quality and timeliness of services

Improved productivity and reduced service costs

Redeploy staff resources to higher priority areas

Enhanced service consistency

Easier to onboard and train new employees

Improved customer and staff satisfaction

Increased capacity for improving work

How will the project benefit/impact the end user customer (quality, timeliness, costs, results)?

How will the project benefit/impact staff and stakeholders?

How will the organization reinvest or reassign staff time that is saved?

What new work will the organization take on because of freed up staff time?

What are expected cost savings: <> one-time cost savings and <> ongoing/annual cost savings?

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VISION OF SUCCESS

PROJECT MILESTONES & SCHEDULE

RESOURCES Time commitment for a 4 day Kaizen, excluding time to implement changes: Sponsor (6-10 hrs.); Team Leader (40 hrs.); Team Members (32 hrs.); Facilitator (40-50 hrs.) External Resources: Equipment: Materials:

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CONTEXT / ISSUES
GOALS
SCOPE (IN BOUNDS)	SCOPE (OUT OF BOUNDS)
Customers/Stakeholders	Team Members Team Leader: Team Members:
CUSTOMER REQUIREMENTS (CTQ)