Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Log in
Book a demo
Book a demo
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safetyQualityOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
Templates
Kaizen charter template

Kaizen charter template

Plan and document structured continuous improvement initiatives with clear goals and actions.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
Kaizen charter template

Plan and document structured continuous improvement initiatives with clear goals and actions.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

A Kaizen charter template provides the foundation for successful continuous improvement projects. This document helps you define project scope, set clear objectives, identify team roles, and establish measurable success criteria. When your team faces recurring issues, this template allows you to methodically document the problem, set improvement targets, and create a detailed action plan that keeps everyone aligned.

McKinsey gives an example of how a client cut process time by more than 80% through implementing numerous small changes. This is the type of improvement a well-executed Kaizen project enables. With this template, you have a professional framework that turns improvement ideas into actionable, measurable results.

Related categories

  • Operational excellence templates
  • Quality management templates
  • General templates
  • Manufacturing templates
  • Leadership and management templates
  • Templates for business processes
Preview of the template
Page 1
Project Overview
Project Title
Project Sponsor
Project Team Members
Project Start Date
Target Completion Date
Problem Statement
Describe the current problem or opportunity
Goal & Objectives
What is the goal of this Kaizen project?
What are the key objectives?
Scope & Boundaries
What is the defined scope of this project?
What are the boundaries or limitations of the project?
Current Metrics
What are the current performance metrics?
What are the target improvements?
Action Plan
What are the key activities and timeline?
What resources are required?
What are the risks and mitigation strategies?
Project Review
What were the key learnings?
Were the objectives achieved?
What is the plan for sustaining the improvements?

More templates like this

Kaizen planning template
Kaizen planning template
This template provides a clear framework for tracking continuous improvement efforts from problem identification through implementation with structured analysis.
Templates for business processes
Daily kaizen template
Daily kaizen template
Track, document and implement small daily improvements with a methodical approach to continuous improvement activities.
Templates for manufacturing processes
A3 kaizen template
A3 kaizen template
Track continuous improvement initiatives with a practical approach to problem-solving, root cause analysis, and implementation planning.
Quality assurance templates
Kaizen template
Kaizen template
Track continuous improvement initiatives from problem identification through implementation with visual documentation and structured analysis.
Templates for manufacturing processes
Kaizen event template
Kaizen event template
Plan, execute, and document focused process improvements with this Kaizen event framework.
Leadership and management templates
Kaizen board template
Kaizen board template
Track continuous improvement initiatives with an organized approach to identifying problems, implementing solutions, and measuring results.
Templates for business processes

Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

What is kaizen? The complete guideWhat is karakuri kaizen? A practical guideEquipment maintenance: A detailed guide to longevity and optimal performance
See all topic guides

Template collections

See comprehensive collections of best practice templates related to this topic.

8 free Kaizen templates for continuous improvement13 free permit to work templates13 free quality audit checklists
See all template collections

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Kaizen softwareProject management system softwareIssue management softwareContinuous improvement software
See all use cases

Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

10 principles of operational excellenceHow to measure operational excellence4 ways process improvement increases profits6 steps to guide employees through organizational change

Frequently asked questions

How can you effectively define the scope and boundaries for a Kaizen charter?

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.

What metrics should you include in a Kaizen charter?

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.

How can you use the Kaizen charter to facilitate effective team communication?

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.

How do you ensure stakeholder buy-in when completing a Kaizen charter?

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.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
Lumiform logo
Platform
HomeProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the appDemo videos
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safetyQualityOperational excellenceRisk management and compliance
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play