Define · Interactive CI tool

Project Charter

A project charter is a compact agreement about the problem, goal, scope, ownership and measures of an improvement project.

Open Project Charter Read the full guide

Read freely. Creating a worksheet requires a verified free beta account. No payment or manual beta approval.

When this tool helps

Use it before committing time to a project or when an existing improvement has lost focus.

It makes the work accountable and gives the team a reference when priorities or assumptions change.

When to choose another method

Use SMART Goals for several individual goals. Use A3 for a fuller evidence-based story as the investigation develops.

How to use it in CI Tools

Read the guide and agree the question, definitions and required starting information.
Open a separate blank worksheet or the built-in synthetic practice sample. Follow the tool-specific steps and review its warnings.
Check the interpretation and save an editable .citools file to your computer. Keep reports as separate exports.

Follow the Project Charter instructions step by step

Fictional example snapshot

Invoice correction project

A fictional distributor found 18 corrected invoices among 120 issued in a month.

Selected details from the worked example
Problem / baseline	18/120 = 15% needed correction
Goal	Reach 8% or lower over the next three monthly reviews
Ownership	Accounts lead sponsors; billing team tests changes

These figures illustrate the method; they are not clinical instructions, universal targets or verified results from a real organization.

Read the complete worked example and its interpretation

Learn the method, then put it into practice

The full guide includes prerequisites, interface-specific steps, two fictional examples, common mistakes and interpretation help. It is available without registration.

Project Charter: guide & examples