Lean Six Sigma Project Charter Excel Template Free Download

Lean Six Sigma Project Charter Excel Template Free Download

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 What is a Lean Six Sigma Project Charter?

A Lean Six Sigma Project Charter is the foundation of every successful improvement project. It defines the project’s purpose, scope, team members, goals, and timeline. The charter ensures everyone — from management to operators — understands the project direction and expected outcomes.

If you are a quality professional, process engineer, or Six Sigma practitioner, this document is essential. It serves as a formal agreement between the project sponsor and the team, aligning all stakeholders toward measurable improvement objectives.

In this article, you can download a free Lean Six Sigma Project Charter Excel Template, and also learn how to fill it effectively.

Why a Project Charter Matters in Six Sigma

In the DMAIC (Define, Measure, Analyze, Improve, Control) cycle, the Define Phase is where the project officially begins. The Project Charter is the first and most critical document in this phase.

It provides:

• A clear problem statement — what issue needs solving.
• A business case — why solving it matters financially and operationally.
• Defined objectives and metrics — how success will be measured.
• Roles and responsibilities — who is involved and what authority they hold.
• Timeline and milestones — when major deliverables are due.

Without a strong charter, projects risk losing focus, scope creep, or stakeholder disengagement.

Key Elements of a Lean Six Sigma Project Charter

Here’s what your Excel template includes and how to use each section:

This template ensures consistency and professional presentation across all Six Sigma projects.

Benefits of Using the Excel Template

✅ Time-Saving – No need to build from scratch. The format is ready-to-use.
✅ Standardized – Follows Lean Six Sigma international guidelines.
✅ Editable & Customizable – Modify as per company, department, or project.
✅ Professional Presentation – Ready for management review or certification documentation.
✅ Alignment with DMAIC – Perfect fit for Define phase documentation.

How to Use the Template Step-by-Step

1. Download the Excel file (link below).
2. Open it in Microsoft Excel or Google Sheets.
3. Fill in the project details — title, team, and scope.
4. Use data-driven numbers in problem and goal statements.
5. Get approval from your Sponsor or Champion.
6. Save it with a naming convention like:
   “LSS_ProjectCharter_PaintDefects_March2026.xlsx.”
7. Attach it to your DMAIC documentation folder for audits and reviews.

Free Download: Lean Six Sigma Project Charter Excel Template

🎯 [Click Here to Download the Lean Six Sigma Project Charter Excel Template (Free)]

This Excel sheet is ready to fill, with pre-defined columns, formatted cells, and dropdown options for phases and team roles.

Example of a Completed Project Charter

Common Mistakes to Avoid

❌ Writing vague problem statements (“Quality is poor”).
✅ Use measurable data (“Rejection rate increased from 2% to 5% in Q3”).

❌ Forgetting to define out-of-scope areas.
✅ Clearly mention what’s excluded to prevent scope creep.

❌ Not assigning a project sponsor.
✅ Always involve a management-level sponsor for accountability.

Why Use Lean Six Sigma Templates from InduPath?

At InduPath.com, we create practical, certification-ready templates designed by real quality professionals. Each document follows global Six Sigma standards and is tailored for manufacturing, quality, and process excellence teams.

Every format you download supports your professional growth — whether for ISO audits, process improvements, or Green Belt / Black Belt projects.

Top 10 Interview Questions and Answers (Six Sigma Project Charter)

1. Q: What is the purpose of a Project Charter in Six Sigma?
   A: It defines the project’s objectives, scope, roles, and business case during the Define phase.
2. Q: Who approves the Project Charter?
   A: The Project Sponsor or Champion formally approves it.
3. Q: How do you write a strong problem statement?
   A: Use specific data and trends — avoid general terms.
4. Q: What is the difference between scope and objective?
   A: Scope defines boundaries; objectives define measurable goals.
5. Q: Why is a business case important?
   A: It connects project goals to financial or strategic benefits.
6. Q: What is included in the Define phase?
   A: Problem statement, business case, project charter, and SIPOC.
7. Q: How do you measure project success?
   A: By achieving defined targets in cost, quality, or process metrics.
8. Q: What happens after the Project Charter approval?
   A: The team moves to the Measure phase to collect baseline data.
9. Q: What tool helps identify stakeholders in a project?
   A: RACI matrix or stakeholder analysis tool.
10. Q: Can the Project Charter change during the project?
    A: Yes, but only after formal review and sponsor approval.

The Lean Six Sigma Project Charter Excel Template is your first step toward process excellence. It helps you define, align, and execute improvement projects effectively. Whether you are pursuing Green Belt or Black Belt certification or working on real industry challenges, this free Excel format ensures you start strong.

📩 Download Now – Project_Charter Excel Templete