Kaizen charter template 2026

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  1. Click ‘Get Form’ to open the kaizen charter template in the editor.
  2. Begin by entering the 'Event Name' at the top of the form. This should reflect the specific process you are addressing, such as 'Financial Aid FAFSA Processing'.
  3. Fill in 'Today’s Date' to document when this charter is being created.
  4. Specify the 'Process Starting Point' and 'Process Ending Point' to clearly outline the scope of your project.
  5. List the members of your 'Leadership Team', including their names, titles, and emails, ensuring all key stakeholders are represented.
  6. Detail any 'Process Issues' that need addressing. Use bullet points for clarity and ensure you capture all relevant barriers.
  7. Set measurable 'Objectives/Deliverables' that will guide your team towards successful outcomes. Be specific about what success looks like.
  8. Complete sections for 'Team Members' and 'Employees On Call', providing contact information for effective communication throughout the process.
  9. Finally, ensure that a member of the Leadership Team signs and dates the document to empower team members to implement changes.

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