# Center of Excellence (COE) charter

**Use it** to start or reset a BI Center of Excellence. **Readers:** the executive sponsor, COE members, business-unit leads. One or two pages; revisit yearly.

## Template

- **Mission:** <one sentence on why the COE exists, for example "help everyone at Northwind make decisions from trusted data">
- **Sponsor:** <executive name> · **Lead:** <name>
- **Members:** <roles and time allocation>
- **Model:** <centralised, unified, federated or decentralised>, and why

## Responsibilities

- [ ] Training and enablement (onboarding, office hours, learning paths)
- [ ] Documentation and templates (standards, the Toolkit's templates)
- [ ] Governance (certification, naming, tenant settings, lifecycle)
- [ ] User support and the community of practice
- [ ] Architecture and platform (capacities, gateways, Fabric design)
- [ ] Monitoring and auditing (usage, refresh, capacity, security)

## Out of scope

<What the COE won't do, for example "build every departmental report".>

## Success measures

| Measure | Baseline | Target (12 months) |
|---|---|---|
| Share of report views on certified models | | |
| Duplicate semantic models | | |
| Production items without an owner | | |
| Severity 1 incidents per quarter | | |

## Ways of working

<Intake process, office hours, how decisions are made and recorded (ADRs), review cadence with the sponsor.>