Action Learning Project Charter

Charter template for defining a real business problem, project team, sponsor, scope, success measures, and learning outcomes for an action learning project.

Project Overview

• Project Title
• Leadership Program or Cohort Name
• Project Summary
  Briefly describe the real business problem and the intended outcome. Avoid unnecessary PII.
• Business Unit / Function
• Target Start Date
• Target End Date

Business Problem and Scope

• Problem Statement
  State the current business problem in measurable terms if possible.
• Why This Problem Matters
• Current State Summary
  Summarize what is happening now, including known constraints or root-cause hypotheses.
• In Scope
• Out of Scope
• Key Constraints

Team and Sponsor

• Sponsor Name
• Sponsor Title
• Sponsor Email
• Team Members
  Add each team member with their role and department. Use minimum necessary PII only.
• Team Member Details
• Facilitator / Coach Name

Learning Outcomes and Success Measures

• Learning Objectives
  Describe the leadership capabilities participants should develop through this project.
• Success Metrics
  Define how you will know the project was successful. Include business and learning measures where possible.
• Baseline Measure
  Optional baseline value or current performance level for the primary metric.
• Target Measure
  Optional target value or desired performance level.
• Learning Reflection Plan
  Describe how the team will capture lessons learned, reflection checkpoints, or coaching touchpoints.

Risks, Dependencies, and Approval

• Key Risks
• Dependencies
• Will this project use employee, customer, or other PII?
• PII Details and Safeguards
  If PII is involved, describe what data is needed, why it is necessary, and how it will be minimized and protected.
• Approval Acknowledgement
• Approver Name
• Approver Title