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Free DMAIC project charter template (PDF-ready). Define a Six Sigma improvement: problem, goal, scope, team, metrics and timeline.

Jarrod Milford

Jarrod Milford

Commercial Director

Updated 5 July 2026

Updated 5 July 2026

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What is a dmaic project charter?

A DMAIC project charter is a one to two page document that defines and authorises a structured improvement project before any work begins. DMAIC stands for Define, Measure, Analyse, Improve and Control, the five phases of the Six Sigma improvement method. The charter captures the business case for the project, the problem statement backed by data, the goal and the metric that will prove success, the scope and what is deliberately out of scope, the team and their roles, the sponsor, the key milestones and the expected benefit. It is the agreement between the improvement team and the sponsor about what the project will and will not tackle.

DMAIC is an improvement methodology, not a legislated standard, and this charter treats it that way. Its value is discipline: it forces a team to state the problem clearly and measurably before jumping to solutions, and it stops projects sprawling by fixing the scope and the goal up front. A good charter turns a vague ambition like reduce defects into a specific, bounded, measurable project with an owner and a deadline. Running improvement projects this way supports the continual improvement requirements of ISO 9001:2015 clause 10 by documenting the opportunity, the objective, the actions and the control plan that holds the gain once the project closes.

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Benefits of using this dmaic project charter

  • A clear problem, not a vague wish: forcing a measurable problem statement up front stops the team solving a symptom or the wrong problem entirely.
  • Controlled scope: stating what is in and out of scope prevents the project sprawling into a general clean up that never finishes or delivers.
  • Agreed success measure: defining the primary metric and its target means everyone knows what done looks like before the work starts.
  • Sponsor alignment: a signed charter is the agreement between the team and the sponsor on goal, resources and timeline, reducing conflict later.
  • Data before opinion: the Measure and Analyse framing anchors decisions in evidence rather than the loudest voice in the room.
  • Sustained results: the Control phase and its plan lock the improvement into standard work so the gain does not quietly erode after the project ends.

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Steve McAllister

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What to include in a dmaic project charter

This dmaic project charter covers 10 key areas:

  • Project title, charter date, and the business unit or process affected
  • Business case: why this project matters and what it costs to leave the problem
  • Problem statement: what is wrong, where, how big, and since when, backed by data
  • Goal statement: the specific, measurable target and the date to reach it
  • Primary metric and baseline, plus any secondary and balancing metrics
  • Scope: the process start and end points, and what is explicitly out of scope
  • Team and roles: sponsor, project lead, team members and process owner
  • High-level plan: the key milestone for each DMAIC phase
  • Expected benefit: financial, quality, safety or service improvement
  • Risks, assumptions and the sign-off by the sponsor and project lead

How to use this dmaic project charter

  1. Write the problem statement with data: State what is wrong, where it happens, how big it is and since when, using numbers rather than adjectives. A problem statement should describe the gap between current and desired performance without naming a cause or a solution, because fixing those too early narrows the project prematurely.
  2. Set a measurable goal: Turn the problem into a specific goal with a metric, a target and a date, for example reduce first-pass defect rate from twelve percent to four percent by the end of the quarter. If you cannot measure the goal, you cannot tell whether the project has worked, so refine it until it is measurable.
  3. Define the scope and boundaries: Fix the start and end points of the process you are improving and write down what is explicitly out of scope. This is the single most effective way to stop a project sprawling, because it gives the team and sponsor a clear line to point to when new problems get pulled in.
  4. Name the team and the sponsor: List the sponsor who authorises the work and clears obstacles, the project lead who runs it, the process owner who inherits the result, and the team members. Confirm each person knows the time commitment expected, because an under resourced improvement project stalls no matter how good the charter is.
  5. Agree milestones and sign off: Set a target date for the end of each DMAIC phase and the expected benefit, then have the sponsor and project lead sign the charter. The signatures make it a shared commitment rather than a wish list, and the phase milestones give a simple way to track whether the project is on schedule.

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How often should you complete this form?

A charter is written once at the start of each improvement project, during the Define phase, and is then treated as a living reference that can be revised if the scope or goal legitimately changes with sponsor agreement. It is not a recurring form; you complete one per project.

Raise a DMAIC project when a problem is significant, its causes are not obvious, and data is available or can be gathered to understand it. For small, obvious fixes a lighter approach such as a kaizen or a simple A3 is usually faster and more appropriate. Reserve the full DMAIC discipline for problems worth the effort of measuring and analysing before acting.

Frequently asked questions

No standard mandates a DMAIC charter specifically, because DMAIC is a Six Sigma improvement methodology rather than a certification requirement. However, ISO 9001:2015 clause 10 expects organisations to continually improve and to take action on opportunities, and a documented charter is a clear way to show how an improvement was defined, resourced and controlled. The charter, together with the Control phase evidence, forms objective proof of a managed improvement process during an audit. Use the recognised Act, Regulation or ISO names when citing genuine requirements, and treat DMAIC itself as a method rather than an invented standard.

Both aim to improve a process, but they suit different problems. Kaizen is a rapid, hands-on event, often a few days, best for problems where the cause is fairly clear and the team can trial changes quickly on the floor. DMAIC is a longer, data-driven project structured across Define, Measure, Analyse, Improve and Control, best for problems where the cause is unknown and needs measurement and analysis to find. As a rule, reach for kaizen when you can see the fix and DMAIC when you need data to find it. Many operations use both.

A good problem statement is specific, measurable and free of assumed causes or solutions. It says what is wrong, where it occurs, how large the gap is, and since when, using data rather than adjectives. For example, rework on line two has risen from three percent to nine percent since March is a usable statement, whereas quality is poor is not. Crucially it does not say why the problem exists or how to fix it, because naming a cause or solution up front narrows the project before the Measure and Analyse phases have done their job.

DMAIC is the five-phase Six Sigma method for improving an existing process: Define the problem, goal and scope; Measure the current performance with data; Analyse the data to find the root cause; Improve by trialling and confirming a solution; and Control by locking the gain into standard work so it holds. The charter is written in the Define phase and sets the problem statement, goal, scope, team and metric that the later phases work to. It is a living reference, so you revisit it if the scope or goal legitimately changes, and the Control-phase plan it points to is what stops the improvement eroding once the project closes. DMAIC is a methodology, not a standard, so there is no standard number to cite.

Yes, it is completely free. Open it in your browser, then use Print and choose Save as PDF. You do not need a MapTrack account. If you want to move beyond paper, MapTrack reporting and analytics track the metrics behind your improvement projects, so the baseline and result you record in the charter can be backed by real data from your assets. Start a free trial or book a demo to see how.

Applicable regulatory standards

This template aligns with the following regulations and standards:

  • ISO 9001:2015 clause 10 Improvement (including 10.3 continual improvement)
  • Six Sigma DMAIC (Define, Measure, Analyse, Improve, Control) - a methodology, not a standard, so there is no standard number to cite
  • PDCA / Deming cycle (Plan-Do-Check-Act) - a continuous-improvement method
  • Model Work Health and Safety Act and Regulations, as enacted in each state and territory (in Victoria, the Occupational Health and Safety Act 2004 and OHS Regulations 2017) - where an improvement changes a work method with safety risk

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  <p style="font-size:12px;font-weight:700;letter-spacing:0.05em;text-transform:uppercase;color:#0E7490;margin:0;">Free template</p>
  <p style="font-size:18px;font-weight:700;color:#071D49;margin:6px 0 0;">DMAIC Project Charter</p>
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    <li style="margin:4px 0;">Project title, charter date, and the business unit or process affected</li>
    <li style="margin:4px 0;">Business case: why this project matters and what it costs to leave the problem</li>
    <li style="margin:4px 0;">Problem statement: what is wrong, where, how big, and since when, backed by data</li>
    <li style="margin:4px 0;">Goal statement: the specific, measurable target and the date to reach it</li>
    <li style="margin:4px 0;">Primary metric and baseline, plus any secondary and balancing metrics</li>
    <li style="margin:4px 0;">Scope: the process start and end points, and what is explicitly out of scope</li>
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  <p style="font-size:13px;color:#6B7280;margin:14px 0 0;padding-top:12px;border-top:1px solid #E5E7EB;">Free <a href="https://www.maptrack.com/templates/dmaic-project-charter-template" style="color:#071D49;font-weight:600;text-decoration:none;">DMAIC Project Charter</a> by MapTrack</p>
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