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The Project Charter “Must‐Haves”

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The Project Charter must have the following six important components:

1 A Problem Statement. A Project Charter must have a problem statement to clearly define the focus of the project; What’s the problem? Reasons for action? What’s the background? A burning platform may be a part of the problem statement. The problem statement provides the reasons for prioritizing the project at this time, the anticipated consequences if the project is not undertaken, and the project’s financial or clinical implications if known.

2 The scope and boundaries. What are we going to improve?, and very importantly, what is not going to be addressed now? What is in‐scope and out‐of‐scope? The scope and boundaries of the project help the team focus on the work that needs to be done, the areas or issues that will not be addressed at this time, and the expected deliverables.

3 Key metrics. What are we going to measure? How will we know we have improved? This section describes what will be measured and how the project success will be defined and evaluated.

4 Goals and objectives. What do we want to achieve? What will success look like? This section defines the proposed project goals. Remember, goals should be SMART: Specific, Measurable, Attainable, Realistic, and Time‐Bound. If the current baseline performance is not known, specific project goals can be set at a later date after the current process performance is defined (see Chapters 1417). Project goals should be agreed upon with the Primary Sponsor and Key Stakeholders.

5 Milestones and timeline. By when do we want to achieve it? Estimate the dates when specific deliverables will be produced. There are numerous tools to estimate timelines. A great way to visualize a project’s timeline is by creating a Gantt chart, a type of horizontal bar chart that outlines all the tasks involved in a project shown against a timescale that serves to give the reader an instant overview of the entire project, together with information on the order of the tasks and when each task needs to be completed.

6 Signatures. Who are the parties involved? A Project Charter should bear the signature of the key parties:as a sign the project has been approved by the Primary Sponsor;as a sign of commitment by the team leader and the members of the QI team; andto establish a clear agreement on the nature, scope, goals, and timeline of the project.

The Project Charter is a valuable tool to provide direction to a QI team as well as to establish performance expectations of both the Project Sponsor and the QI team that senior leadership can use to track performance of all parties.

The Quality Improvement Challenge

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