Once a performance improvement project (PIP) team is in place and the specific focus area for a project is determined, the next step is to develop the PIP charter. A new charter should be created for each PIP. The charter is a method of clearly establishing the scope of the project, the timeline for its completion, the duties of each team member, and the methods of evaluating progress.
There are some items in the charter that will remain constant between PIPs, such as the following role definitions and rules.
The roles within a PIP include a sponsor, lead, timekeeper, and scribe. The sponsor is a senior leadership representative who is available to help the PIP team communicate with other senior leaders and to help provide the resources needed for the PIP team. The project lead is the person ultimately responsible for the PIP and is usually a member of the QAPI department. The scribe is the person who will take minutes at each meeting and compile all documents related to the PIP. The timekeeper ensures that the meetings start and end on time and that the discussions stay on topic. He or she also schedules future meeting times and locations. Depending on the scope of the problem, there usually are two or three additional team members on a PIP, whose disciplines vary by project focus. For example, if the PIP is centered on the spiritual assessment, then the chaplain would be a required member of the team. Other members may include social workers and nurses, who are core interdisciplinary team members and who play key roles in the comprehensive assessment.