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The project charter is a document that structures the work and essentially provides a roadmap for the project so that there is shared vision. Key components of this document typically include the following: project purpose and goal; family of measures; project scope; key stakeholders including the project team and executive sponsor; and a high-level timeline for milestones and deliverables. Although the project charter is completed before the project begins, it is considered a 鈥渓iving document鈥� that can be edited as the project progresses.

Key Steps

• Gather information (e.g. literature, system performance data, etc), about your problem so that you can clearly articulate the issue being addressed, why it matters, and the expected impact of your improvement work.
• Populate the project charter with the best information you have available
• Review the document with the executive sponsor and other key stakeholders to build awareness, confirm the details, and get endorsement for the project
• As the charter is a “living document”, update as changes occur in the improvement project team and organization.

Resources to Get Started

Use

IHQI Project Charter 鈥� This document is a project charter template that we use here at the Institute for Healthcare Quality Improvement (IHQI). This template includes traditional components as well as program specific elements like equity and sustainment.

Watch

鈥� This webpage from the Institute for Healthcare Improvement (IHI) provides guidance on how to develop a project charter and includes a video that walks through each step. IHI follows a 鈥淏y When, By Who, By What” framework to help define the aims of an improvement effort by specifying what you are improving, by what date you want to see improvement, how much you want to improve, and for/with whom you are doing this work. (Video – 3:19)

Related QI Concepts

Data Collection Planning 鈥� One of the key components of the project charter is a list of your family of data measures which will help track the impact of your improvement work.

Project Planning 鈥� The project charter is instrumental for project planning and will serve as the foundation when you plan out more details task within your project.

Project Team Composition 鈥� One of the key components of the project charter is a list of your project team. It is important that everyone on your team understands the project goals and expectations.

Root Cause Analysis (RCA) 鈥� If you know your root cause, you and your team can better tailor your efforts to address the problem within your project. 聽聽