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Kaizen Event Charter

Scope your improvement event before it starts. Define the problem, set goals, assign the team, draw boundaries, and plan your 30-60-90 day sustainment.

⏱️
1-2 hrs to charter
Facilitation Time
πŸ‘₯
Sponsor + Facilitator
Team Size
πŸ“‹
Baseline data + this sheet
Materials
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Before any kaizen event
When to Use
πŸ’‘ Why This Tool Matters

Kaizen events fail when the team arrives Monday morning and spends the first day arguing about scope. The charter prevents this. It locks in agreement on what you're fixing, what success looks like, who's doing it, and what's off limits β€” before the clock starts. The sponsor signs off. The team can now spend 100% of event time improving, not debating.

⚑ Facilitator Pro Tip

Scope is the #1 killer of kaizen events. If you can't describe the scope in one sentence, it's too big. Split it into two events. A focused event that achieves its goal builds momentum. An ambitious event that fails to finish destroys trust in the process.

Quantify the gap. Vague goals produce vague results.
What's IN and what's OUT β€” prevents scope creep during the event.
Plan the event AND the 90 days after β€” kaizen without sustainment is just tourism.
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