
Once you've settled on a project—a process you want to improve—you can outline the goals, identify responsible team members, and create a timeline. You can formalize the creation of the project using a Project Charter. A Project Charter lists the title of the project, its leader, its stakeholders, its team members, as well as its scope and goals. It also serves as a rough timeline of all the major steps in the project.
SmartDraw provides some templates for Project Charters, but you can also create your own using SmartDraw tables.

Next, complete a SIPOC chart to identify the key elements of the project before any work begins.
A SIPOC chart prompts you to consider the Suppliers of your process, the Inputs to the process, a rough map of the Process, the Outputs of the process, and the Customers (internal or external) who receive the process outputs.
You can easily create a SIPOC chart using SmartDraw's SIPOC Analysis SmartTemplate, or SmartDraw's table functionality in just a few minutes.