NSG/516AD v4 Project Charter Example NSG/516AD v4 Page 2 of 2 Project

NSG/516AD v4

Project Charter Example

NSG/516AD v4

Page 2 of 2

Project Charter Example


The purpose of the project charter is to describe the performance improvement rationale, goals, barriers, and anticipated resources to achieve the project goal.

This tool can help you:

Define the project.

Identify specific performance measures and targeted improvement goals.

Identify the necessary team members and stakeholders.

Identify the organizational forces that may promote or impede project success.


Describe the project scope and provide a goal statement. Some questions that can be addressed in the scope include whether this is a pilot project or will be implemented throughout the hospital. Which units will this project affect? What patient population will be included?

Document the case for change; list the key reasons for initiating the project, specifically stating the problem.

List the performance measures and baseline performance data. Set a performance goal for each measure.

List the project milestones that will guide your team in keeping on track. Milestones are major points in a project lifecycle. Some milestones for improvement projects could be the development of a tool or policy or completion of staff training on a new procedure.

Consider factors that are potential barriers to success, such as resistance to change, resource limitations, or time constraints.

List the individuals or groups who will be affected by these strategies, including stakeholders.

If you are working with a team, choose team members based on stakeholder analysis.

List any additional resources that will be needed to complete the project.

Project Charter

Project: Preventive Care and type 2 Diabetes

Institution: ACME School District

Student name: Flo Nightingale

Project Plan

Project description/scope. Explain the project. Is it a pilot unit or a house-wide project? Does it serve a specific patient population? Are certain service lines being included?

The desired outcome is to improve employee awareness of the purposes and benefits to accessing and practicing preventive care, decrease ASD employees’ risk for prediabetes and type 2 diabetes, especially in those who demonstrate risk factors, as well as enhance their management of type 2 diabetes in those who are already diagnosed. The plan is to implement a wellness challenge in which staff members will be encouraged and rewarded for participating in. Options for activities that staff may complete include taking a prediabetes/type 2 diabetes risk assessment quiz; creating a sample meal plan following a diabetic-friendly diet; tracking their steps; scheduling and/or attending their annual preventive visit, including blood pressure, diabetes, and cholesterol screenings; recording their daily water intake; choosing to eat low-carb, high-protein, high-fiber foods from a predetermined list; and preparing healthy meals at home from options provided. Information will also be provided on sample exercises and ways to increase physical activity, smoking cessation, and strategies for reducing risk of complications from type 2 diabetes. Staff members will be expected to read through this information and answer 1-2 questions regarding knowledge comprehension to get points for completing these activities. This project will be implemented throughout the entire school district, in which all staff members will have the opportunity to be involved in the wellness challenge. However, participation is voluntary.

Case for change (potential ROI). Describe the business reason(s) for initiating the project, specifically stating the business problem.

Based on a review of health-related information for employees of the ACME School District (ASD), and the patient and interprofessional collaborative care team interviews that were conducted, a need for additional knowledge on how using preventive care and making healthy lifestyle choices can reduce the risk of type 2 diabetes, as well as the potential complications that can arise from poor management of this condition, was discovered. The following provides a brief description of the specific data that was collected to support this need:

Type 2 diabetes is a common cause for insurance usage and has the potential to adversely affect future costs.

There was a decreased use of preventive care services in those who have employer-sponsored health insurance.

There were high rates of reported modifiable and non-modifiable risk factors for type 2 diabetes.

Low rates of engagement in healthy lifestyle behaviors, such as diet, exercise and weight management, that reduce risk for chronic conditions like type 2 diabetes was reported.

Performance measures

Performance measures description



Description of the importance of using preventive care services to reduce the risk of developing chronic conditions, such as type 2 diabetes

Very few staff members use preventive care other than for immunizations and women’s health.

ASD employees will identify at least 3 reasons to access preventive care on a regular or recommended basis.

Identification of food options for a healthy, diabetic-friendly diet (fruits, vegetables, fiber, and protein)

Less than one-fourth consume the daily recommended amounts of fruits and vegetables, less than half eat fiber-rich foods each day.

Staff members can list at least three healthy foods for each category that they can substitute for less healthy options and would be willing to eat.

Identification of ways to incorporate more physical activity into their daily lives

Less than one-fourth of ASD staff members engage in the recommended amount of exercise per week.

Staff members can describe at least 3 ways to increase physical activity that is conducive to their lifestyle.

Explanation of strategies to minimize complications associated with type 2 diabetes

Staff members with a current diagnosis of type 2 diabetes engage in behaviors that do not promote control or proper management of their condition.

Those who have type 2 diabetes are aware of and engage in behaviors that decrease their risk of potential complications for their diagnosis.

Performance milestones

Milestone description

Evaluation date

Completing a prediabetes/type 2 diabetes risk assessment quiz; scheduling and/or attending preventive care visits; getting screened for high blood pressure, cholesterol, and/or diabetes


Preparing a diabetic-friendly meal at home; swapping an unhealthy food option for a healthier alternative; creating a diabetic meal plan


Walking to work; taking a walk at lunch; attending a workout class


Potential barriers to success

Time constraints. First, the identified client population are staff members of the ACME School District, and there are only three weeks until the school year ends. Time management and strategic planning to minimize outside influences on the successful implementation and evaluation will be critical to overcoming this potential barrier. Second, it may be difficult to gauge long-term success of this project when there is only a short time frame to implement it. Determining if staff members have used this newly gained information to make sustainable lifestyle changes may not be possible.

Resistance to change. Staff members have been under an increased amount of stress this school year. Learning how to make lifelong changes may not be something they are willing to or have the capacity to do at this time.

Lack of participation. Making the decision to be a part of wellness challenge will be voluntary. Staff members can join at any time, but certain employees who need the information may not receive it if they choose not to participate.

Stakeholders. Being able to successfully implement and evaluate this project is fairly dependent on the cooperation of certain stakeholders. Approval is required before delivering any education to staff, and this may hinder the ability to stay on track and adhere to the timeline of implementing and evaluating the project.

Assemble Team and Resources

Stakeholders. List the individuals or groups who will be affected by these strategies.



Other school district staff (food service, custodians, IT, support staff, etc.)




Team members. Consider including representatives from the stakeholder groups noted above.


Director of business services

Payroll and benefits specialist

Health insurance representative

Building principals

Additional resources needed

Incentives for participating and completing activities in the wellness challenge

Resources for healthy food and meal options, exercise ideas, prediabetes or type 2 diabetes risk assessment quiz, and information on reducing type 2 diabetes complications

Computer, tool, or program (i.e., Microsoft® Excel®) for tracking participation in a wellness challenge, to create educational materials, and to record introductory/instructional video

This material was reprinted and reformatted with permission from the U.S. Department of Health and Human Service’s Agency for Healthcare Research and Quality, www.ahrq.gov.

This material was reprinted and reformatted with permission from the U.S. Department of Health and Human Service’s Agency for Healthcare Research and Quality, www.ahrq.gov.