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Run: Action Learning Project Charter

Action Learning Project Charter template for defining the business problem, team, sponsor, scope, success measures, and learning outcomes before the project ...

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Project Overview

Project Title (required)

Leadership Program or Cohort Name

Project Summary (required)

Briefly describe the real business problem and the intended outcome. Avoid unnecessary PII.

Business Unit / Function (required)

Target Start Date (required)

Target End Date (required)

Business Problem and Scope

Problem Statement (required)

State the current business problem in measurable terms if possible.

Why This Problem Matters (required)

Current State Summary

Summarize what is happening now, including known constraints or root-cause hypotheses.

In Scope (required)

Out of Scope

Key Constraints

Team and Sponsor

Sponsor Name (required)

Sponsor Title (required)

Sponsor Email (required)

Team Members (required)

Add each team member with their role and department. Use minimum necessary PII only.

Team Member Details (required)

Facilitator / Coach Name

Learning Outcomes and Success Measures

Learning Objectives (required)

Describe the leadership capabilities participants should develop through this project.

Success Metrics (required)

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? (required)

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 (required)

Yes No N/A

Approver Name (required)

Approver Title (required)

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Email (required)

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