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Kaizen charter template

Kaizen charter template

This template supports you in organizing your continuous improvement projects. Use it to define your goals, set metrics, and guide your team’s efforts toward successful outcomes.

Use this template
or download pdf
Kaizen charter template

This template supports you in organizing your continuous improvement projects. Use it to define your goals, set metrics, and guide your team’s efforts toward successful outcomes.

Use this template
or download pdf

About the Kaizen charter template

Companies today need to focus on continuous improvement to maintain a competitive edge. Using a kaizen charter template can streamline this process, with your team’s kaizen project staying organized from start to finish. Since it allows you to clearly outline objectives, timelines, and metrics, it empowers your team to make meaningful changes for boosting quality, cost-efficiency, and safety.

Overview of the kaizen charter template

The kaizen charter template is designed to help you efficiently structure your improvement projects.

It’s divided into clear sections, guiding you through project titles, team members, timelines, and key objectives. You can use this template to define project scope, set performance targets, and map out your action plan with ease.

With this template, you create a clear roadmap for your team, allowing them to focus on meaningful improvements without getting bogged down in complexity. You can monitor progress, address challenges, and record key learnings so every step is systematic and transparent

The template is also easily adaptable for different industries and use cases so it can meet your organization’s specific needs, even when you’re working on multiple projects.

How to use the kaizen charter template

Here’s a step-by-step guide for implementing the template:

  1. Start with the problem statement. Clearly define the issue or opportunity that the kaizen project addresses. This way, everyone involved understands the purpose and importance of the project.
  2. Set clear goals and objectives. Use the template to specify measurable goals, such as improving quality or increasing efficiency. Having well-defined objectives keeps the team aligned and focused on achieving the desired outcomes.
  3. Assign team members and roles. Outline who will be responsible for each task, ensuring that everyone knows their role in the project. The kaizen charter template allows for role assignment, which you can easily edit or adjust as the project evolves.
  4. Track progress and adjust metrics. Regularly update the current performance metrics and compare them with your target improvements. This keeps the project dynamic and ensures you’re on track to meet your objectives.
  5. Document key learnings and next steps. After completing the project, use the template to record insights and plan for sustaining the improvements. This final step encourages a culture of continuous learning, with the benefits of the project maintained over the long-term.

Download Lumiform’s kaizen charter template today

The kaizen charter template makes organizing your improvement projects easier and more efficient. You can quickly outline goals, track progress, and document key insights—all in one place. With customizable sections and clear steps, you’ll have a handy tool for keeping your team aligned and focused.

Related categories

  • Operational excellence templates
  • Quality management templates
  • General templates
  • Manufacturing templates
  • Leadership and management templates
  • Templates for business processes
Preview of the template
Page 1
Project Overview
Project Title
Project Sponsor
Project Team Members
Project Start Date
Target Completion Date
Problem Statement
Describe the current problem or opportunity
Goal & Objectives
What is the goal of this Kaizen project?
What are the key objectives?
Scope & Boundaries
What is the defined scope of this project?
What are the boundaries or limitations of the project?
Current Metrics
What are the current performance metrics?
What are the target improvements?
Action Plan
What are the key activities and timeline?
What resources are required?
What are the risks and mitigation strategies?
Project Review
What were the key learnings?
Were the objectives achieved?
What is the plan for sustaining the improvements?

More templates like this

Kaizen planning template
Kaizen planning template
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Use this template to foster continuous improvement within your team. Identify new opportunities, track progress, and document your initiatives seamlessly every day.
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A3 kaizen template
Use this template to document key issues, identify root causes, and outline actionable countermeasures. This will help you track improvements and keep your team aligned.
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Use this template for a thorough and efficient Kaizen process. It allows you to capture each stage of your improvement initiative, from identifying root causes to documenting results.
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Plan and execute your next kaizen event with confidence using this template. You’ll be able to define goals, map out a plan for implementation, and track improvements.
Leadership and management templates
Kaizen board template
Kaizen board template
Use this template to track continuous improvement initiatives. It guides you through identifying issues, proposing solutions, and monitoring progress.
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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

What is kaizen? The complete guideWhat is karakuri kaizen? A practical guideEquipment maintenance: A detailed guide to longevity and optimal performance
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Template collections

See comprehensive collections of best practice templates related to this topic.

8 free Kaizen templates for continuous improvement13 free permit to work templates13 free quality audit checklists
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Kaizen softwareProject management system softwareIssue management software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

10 principles of operational excellenceHow to measure operational excellence4 ways process improvement increases profits6 steps to guide employees through organizational change

Frequently asked questions

What is the concept of kaizen?

Kaizen is a Japanese term that means “continuous improvement.” It is a philosophy that focuses on small, incremental changes that enhance productivity, efficiency, and quality over time. Instead of making large, disruptive changes, kaizen encourages ongoing, gradual improvements in processes. This often involves input from all employees, from frontline workers to managers.

What is a kaizen charter?

A kaizen charter is a structured document that outlines the scope, objectives, and key details of a continuous improvement project. It serves as a roadmap for the team, highlighting the problem to be addressed, the goals to be achieved, and the roles and responsibilities of everyone involved. This document helps keep your team aligned and organized throughout the kaizen process.

How do I get my team to actively participate in a kaizen project?

To engage your team in a kaizen project, it’s crucial to foster a culture of open communication and collaboration. Involve your team early on by encouraging them to share their ideas and suggestions for improvement. Assign clear roles and responsibilities, and show how their contributions directly impact the project’s success. Regularly acknowledge their efforts and offer recognition for their contributions.

How do I handle scope creep in a kaizen project?

Scope creep happens when the project goes beyond its original objectives, often because of unclear boundaries. To manage this, define the project’s scope clearly in the kaizen charter and revisit it regularly with your team. Encourage team members to bring up any potential changes, and evaluate whether they align with the original goals.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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