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Lean Tool


A charter is a document that defines the purpose of a team and/or project, the expected outcomes, goals and constraints. It is developed collectively by the team members. It provides clarity around the who, what and why of a team.

Use When

  • Establishing the purpose and focus of a team
  • Defining a shared vision for a project's success
  • Setting a focus for a team to work more effectively to reach a project outcome
  • Bringing a team together to improve a problem or to perform a collaborative task
  • Clarifying or defining details such as purpose, scope of work, direction and goals