Template provided by CICoaches.com, part of CICoach, Inc. User assumes all responsibility for use and outcomes of this template. CICoaches.com and CICoach, Inc. are not liable for ANY intended or unintended outcomes that result from the use of this or any other CICoaches.com template Charter Scoping phase Target complete date: Diagnostic phaseDevelopment phaseImplementation phaseSustainment phase Target complete date: Project overview: Problem statement(s): Vision statement(s): Baseline metric(s): Goal metric(s): Scope statement: Stakeholders: Last updated: _____________ Project sponsor: ___________

Template provided by CICoaches.com, part of CICoach, Inc. User assumes all responsibility for use and outcomes of this template. CICoaches.com and CICoach, Inc. are not liable for ANY intended or unintended outcomes that result from the use of this or any other CICoaches.com template Conversion Project Charter Scoping phase Target complete date: Diagnostic phaseDevelopment phaseImplementation phaseSustainment phase Target complete date: Project overview: Problem statement(s): Vision statement(s): Baseline metric(s): Goal metric(s): Scope statement: Stakeholders: Last updated: 08/08/2015 Project sponsor: Brent J. CMO 9/1/ /1/ /22/201512/1/20152/1/2016 Since the launch of the Platinum product, customer conversion ratios remain below targeted levels. Hit ratios on the website exceed projected levels and customer feedback remains positive. This project will examine and resolve discrepancies between hit ratios and conversion ratio for the Platinum product. - Q2, 2015 conversion ratio on the Platinum product was 1.5% - By end of Q1, 2016 conversion ratio on the Platinum product is at or above 5.0% -Platinum conversion ratio = 1.5% -Q2 Platinum product revenue = $10,000 -Platinum conversion ratio = 5.0% -Q2 Platinum product revenue = $33,500 In: Platinum product, website design, marketing campaign content Out: Gold product, marketing budget, product redesign Jane S. – Marketing Bob D. – Sales Jim A. – IT Heidi B. – Ops *Other stakeholders to be identified through the Stakeholder Analysis tool during Scoping phase

Template provided by CICoaches.com, part of CICoach, Inc. User assumes all responsibility for use and outcomes of this template. CICoaches.com and CICoach, Inc. are not liable for ANY intended or unintended outcomes that result from the use of this or any other CICoaches.com template Charter Commentary Charter overview: The Charter allows the team to set and communicate specific parameters of the project. While a centerpiece for many experienced Project Managers, small details are easy to overlook. Why use & benefits: When used properly, the Charter guides the entire project. The tool allows a clear summary of the problem, the vision, key stakeholders, and scope. By utilizing the Charter in the ideation process or early in the Scoping phase, uncertainty and conflicting opinions on project direction are avoided. How to use: The Project Manager along with the Sponsor of the work effort can draft a version of the Charter. As a project team is identified and allocated, a review and refinement of Charter elements is appropriate. The content of a Charter may change as the team works in the Scoping, Diagnostic, and Development phases. CICoaches.com perspective A Charter is commonplace in the continuous improvement world. Remember to be SMART (Specific, Measurable, Achievable, Realistic, Timely) in the Problem & Vision statements. Avoid completing the Charter and filing it away. Projects encounter new and unforeseen developments throughout their lifecycle. Be sure to revisit and refine (if appropriate) your Charter often.