The purpose of this document is to help project managers communicate key project information to the UK Executive to obtain approval to proceed with the project

The purpose of this document is to help project managers communicate key project information to their sponsors.

Project name:Timeline: Start & estimated end date

Business impact:Exec champion:If applicable

Status:Lean Six Sigma stage if appropriateProject sponsors:

Version number:Project owner:Responsible

Date:Consult:

1. What is the problem statement?What have customers told us is currently a problem and they want to change? (Voice of Customer)2. What is the project objective?Objectives should be Specific, Measurable, Achievable, Relevant, TimelyOn project completion what does good look like?3. How will we measure success?Describe the measures you will use

MeasureCurrentTarget

Example: x hours are spent completing a specific taskThe effort to complete the task will be reduced by x%The effort expended to complete the taskX hrs/wk

4. What is the scope of the project?

In scope (e.g. departments, categories, geographies)Out of scope

5. What are the benefits you expect from this project?

6. Who are in the team?

NameTitleDepartmentStart DateEnd DateEffort needed

Project Brief

Project Charter Template provided by

Project Charter Template provided by

Complete these sections in DefineComplete these sections in Define

Page 2/2 PatelMiller Partnership 201329/01/2014

Page 2/2 Patelmiller 201429/01/2014

Page 1/2 Patelmiller 201429/01/2014Complete these sections in Define

7. What are the project deliverables?Describe the expected outputs of the project, including what customers / staff would see new (eg. Documents, presentation decks)

DescriptionPlanned DateActual Date

8. What are the project milestones?Specify when you will be reporting back to your sponsor / steering group, and Define, Measure, Analyse, Improve, Control end stage reviews if appropriate

DescriptionPlanned DateActual Date

9. What critical dependencies does the project have? What other projects should this project take into account?

Dependency with:Description of dependency & why it is important

10. What resources are needed to deliver the project? Beyond the core team who and what will be needed to complete the project?

Resource (People, capex, IT, other)EstimateReason

IT

Other

11. What are the risks to the project? Mitigating actions required

12. What are the main assumptions that have been made in preparing this brief?

13. What is the approximate project value? Estimate the full year impact at project maturity

Area impacted:EstimateMethodology / notes

Capex / working capital impact

Incremental sales:

Incremental margin:

Costs saved / (incurred):