Template: Initiative charter (A3)
๐งญ How to use
โน๏ธ Usage guidance
Copy this template for any improvement initiative beyond just-do-it size. Keep the completed charter to a single page to preserve the discipline and clarity expected of the A3 format.
โ Charter workflow
Define the operational problem using measurable evidence.
Validate background data and confirm KPI definitions.
Establish baseline and target states with review dates.
Complete verified root cause analysis.
Define countermeasures and accountable owners.
Document standardisation changes required for sustainment.
Verify outcome performance and closure decision.
โ ๏ธ Problem statement
What happens today, in observable operational terms. No causes, no solutions.
๐ Background and evidence
Why it matters, with the supporting operational data. Link the KPI dictionary definition and the relevant scorecard reporting periods.
๐ฏ Baseline and target
๏ปฟ | Measure | Value | As at |
|---|---|---|---|
Baseline | ๏ปฟ | ๏ปฟ | ๏ปฟ |
Target | ๏ปฟ | ๏ปฟ | ๏ปฟ |
๐ Root cause analysis
Completed during Analyse. Specify the method used (5-why, fishbone, data segmentation) and list only verified causes supported by evidence demonstrating impact on the outcome.
๐ ๏ธ Countermeasures
One row per countermeasure, each aligned to a verified operational cause.
Countermeasure | Addresses cause | Owner | Date |
|---|
๐งพ Standardisation plan
List SOPs, work instructions, checklists, registers, or governance controls requiring updates to sustain the improvement outcome.
โ Verification
Document when the baseline measure is re-read, the resulting performance level, and the closure or escalation decision.
Charter owner: ยท Sponsor: ยท Forum approval date: