Value Stream Mapping Charter
Required: typically VP or C-level
Value Stream Value stream being improved
Value Stream If needed—often director or
Champion manager level
Specific What circumstances are included and excluded?
Conditions (e.g., type of customer, geographic location, etc.)
Demand Rate How many times is this done per wk, qtr, mo, or yr?
Trigger What initiates the process?
First Step Task on first process block
Required: skilled, objective person
leading the activity
3 days typically; consecutive
is best; 6 hrs per day
minimum; 7 or 8 hrs is best
Base-camp On-site, ample wall space,
Location quiet/private location
Not always needed
Last Step Task on last process block
What is the team NOT authorized to change?
Meals Always a nice touch; keeps
Provided the team from wandering
Briefing List the the people that are
Attendees required to attend the briefings (**)
** required and those whose attendance is
*optional optional (*).
Typically 3-6 months
Current State Problems & Business Needs
Aids in consensus building
and organizational learning.
Typically the last hour of the
1 What's driving the need for improvement?
Measurable Target Condition
1 Reduce <defined metric> from X to Y (Z% improvement).
2 Increase <defined metric> from X to Y (Z% improvement).
Benefits to Customers & Business
1 How will the business, internal and external customers, and
2 internal and external suppliers benefit from value stream improvement?
1 SMEs that may not be needed full time
1 What data is required to understand relevant current state isues.
Value Stream Champion
2 Examples: work volume & volume variation, process quality &
3 effectiveness, market trends, customer satisfaction, employee
4 engagement, financials, lead time, safety records, etc.
© 2014 The Karen Martin Group, Inc.