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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)?
DELIVERABLES What are the deliverables of the project? Does the deliverables include documentation? (i.e., PPT, XLS, Word DOC) Will there be a technology implementation?
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 What is the issue and why is it important to tackle now? 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? Have you been to the Gemba? What process/program/customer data do you have regarding the problem (time, cost, quality )? Show facts and processes visually using charts, graphs, maps, etc. When did the problem start? Where is the problem occurring? What is the extent or magnitude of the problem?
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 (CTQ) What do customers/stakeholders expect and require from the process? What are their critical to quality (CTQ) requirements? What legal requirements (laws, rules) govern the process?

Project Milestones	Owner	Proposed Date	Actual Date
1. Set project scope and goals (prepare Project Charter, engage team, collect data)	Sponsor/Team Leader, Facilitator
2. Understand the current situation	Facilitator/ Team
3. Analyze the current situation (root causes)	Facilitator/ Team
4. Define a vision of success	Facilitator/ Team
5. Generate, evaluate and select improvements	Team/ Sponsor
6. Implement changes and make adjustments	Team Leader/ Staff
7. Measure performance	Sponsor/Team Leader
8. Document standard work and lessons learned	Team
9. Sustain improvement	Team Leader/Process Owner

A3 PROJECT CHARTER:

Date:

Sponsor:

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
DELIVERABLES
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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<date>

CONTEXT / ISSUES
GOALS
SCOPE (IN BOUNDS)	SCOPE (OUT OF BOUNDS)
CUSTOMERS/STAKEHOLDERS	TEAM MEMBERS Team Leader: Team Members:
CUSTOMER REQUIREMENTS (CTQ)

Project Milestones	Owner	Proposed Date	Actual Date
1. Set project scope and goals (prepare Project Charter, engage team, collect data)	Sponsor/Team Leader, Facilitator
2. Understand the current situation	Facilitator/ Team
3. Analyze the current situation (root causes)	Facilitator/ Team
4. Define a vision of success	Facilitator/ Team
5. Generate, evaluate and select improvements	Team/ Sponsor
6. Implement changes and make adjustments	Team Leader/ Staff
7. Measure performance	Sponsor/Team Leader
8. Document standard work and lessons learned	Team
9. Sustain improvement	Team Leader/Process Owner

A3 PROJECT CHARTER:

Date:

Sponsor: