ABSTRACT

The major objective in the Define phase is to identify the process improvement goal and document the supporting information. The method normally used to determine if the time and effort are worthwhile is called return on investment. Post the process flowcharts in an area large enough to allow clear visual representation where everyone involved can review the information. Special considerations will need to be made for information involving confidentiality or security issues. The main purpose of a project charter is documentation for the project manager, sponsor, and team. A project charter is a document that records the purpose of the project along with additional information including items such as why the project is being initiated and who will be working on the project. Project charter templates are easily available; however, if the company has an existing template it is best to use that as a foundation. Information not covered in the company’s template should be added as an appendix.