Kaizen charter template

Define the scope by clearly stating what processes, departments, or functions the project will address, using specific language that prevents scope creep. Establish boundaries by explicitly noting what areas will not be included. Consider physical boundaries (specific work areas), organizational boundaries (departments involved), and time boundaries (project duration). This helps you maintain focus and prevents your project from expanding unmanageably.

Include metrics directly related to your problem statement and improvement goals. Common metrics include quality indicators (defect rates, first-pass yield), efficiency measures (cycle time, lead time), cost metrics (scrap rates, labor hours), and customer impact measures (complaints, returns). Use existing data when available, but also identify any new measurements needed to track progress throughout your Kaizen project.

Use the completed charter as a communication tool in team meetings to maintain focus on objectives and scope. Reference it when discussing potential changes to ensure alignment with original goals. Share progress updates against charter metrics to demonstrate improvement. The charter creates a common language and shared understanding of the project, reducing misunderstandings and keeping everyone working toward the same outcomes.

Involve key stakeholders during charter development, not just after completion. Share draft versions to gather input on problem definition, scope, and objectives. Clearly articulate the business case for improvement and how it aligns with departmental or organizational goals. Address concerns proactively and incorporate feedback where appropriate. Having stakeholders participate in charter creation significantly increases their commitment to project success.