project charter
Project Charter template (contains Scope Section): project name:
Executive Summary
Where did this project come from?
Why is it being done?
What impact will the project create (internally, externally)?
What strategic plan does it contribute to?
What does the customer receive/not receive by project end?
What key assumptions are driving this project?
What risks could challenge project success?
Goals
What business/organization goal(s) does this project support?
What business need is being satisfied by this project?
Objectives
What, specifically, needs to be done to meet project/customer requirements/expectations/goal?
What is the target of the project?
Note: Ensure each objective contributes to the goal. Check to satisfy the "SMART" criteria
Scope:
What does the work of the project to meet goal include/not include?
Work Includes |
Work does not Include |
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Phases ⁄ Deliverables:
What are the major components of work to meet the goals/objectives/scope?
What are the customer, process, and project deliverables within each phase?
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Phase |
Description of Phase |
Deliverables
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Internal |
External |
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Assumptions:
What unknowns are being made known in this project?
What uncertainties are considered true, real, or certain for planning purposes?
What trial balloons are being floated to verify information?
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Assumption |
Rationale |
Probability of Assumption being True |
Impact to Project if Assumption is not True |
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Risks:
What events could jeopardize this project's success?
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Risk |
Supporting Detail (Analysis to be continued in Risk Management Plan/ Register) |
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Constraints:
What is restricting this project?
What standards, regulations, technologies, resource availability impact this project?
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Constraint |
Supporting Detail |
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Initial Project Sizing
Budget:
What are the estimated costs to complete this project (document variability, range, precision at this point)
What financial gains are there to doing/not doing this project?
High Level Schedule:
When are the phases/deliverables planned to begin/end?
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Phase/Deliverable |
Time |
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Milestones:
What major points are important to communicate/measure against?
When should/will they occur?
Resource Requirements:
What specialized resources are necessary to complete this project?
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Team Member |
Role |
Responsibility |
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Sponsor |
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Project Manager |
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Management Approaches:
How will status be taken?
How will project be communicated?
How will change be managed?
How will issues be escalated?
How will the risk be managed?
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Communication Type |
Stakeholders |
Frequency |
Agenda/ Content |
Responsible |
Distribution Media |
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Note: These may be separate plans within the context of the integrated project plan
Sign-offs/Reviews:
At what points will management/customer/team/peer reviews be conducted? For what purpose?
Who signs off on the project reviews?
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Reviews |
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Sponsor |
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Customer |
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Project Manager |
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Acceptance Criteria:
What measurements will be used to determine customer acceptance?
What performance criteria define project success (i.e. time, cost, resource, quality prioritization)?
What check points are in place to ensure the right product is being delivered in the right way?
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Acceptance Criteria |
Detail |
Priority |
Requestor |
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Impacted ⁄ Interdependent Projects
What projects connect to this project via inputs/outputs?
What products are impacted by this project/how?
What other projects are addressing related issues?
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Project |
Interdependency Relationship |
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PROJECT CHARTER
TEMPLATE
(CONTAINS SCOPE SEC
TION)
:
PROJECT NAME
:
Executive Summary
¨
Where did this project come from?
¨
Why is it being done?
¨
What impact will the project create (internally, externally)?
¨
What strategic plan does it contribute to?
¨
What does the customer receive/not
receive by project end?
¨
What key assumptions are driving this project?
¨
What risks could challenge project success?
Goals
¨
What business/organization goal(s) does this project support?
¨
What business need is being satisfied by this project?
Objectives
¨
What, s
pecifically, needs to be done to meet project/customer
requirements/expectations/goal?
¨
What is the target of the project?
Note:
Ensure each objective contributes to the goal. Check to satisfy the
"SMART" criteria
S
cope:
¨
What does the work of the project t
o meet goal include/not include?
Work Includes
Work does not Include
PROJECT CHARTER TEMPLATE (CONTAINS SCOPE SECTION):
PROJECT NAME:
Executive Summary
Where did this project come from?
Why is it being done?
What impact will the project create (internally, externally)?
What strategic plan does it contribute to?
What does the customer receive/not receive by project end?
What key assumptions are driving this project?
What risks could challenge project success?
Goals
What business/organization goal(s) does this project support?
What business need is being satisfied by this project?
Objectives
What, specifically, needs to be done to meet project/customer
requirements/expectations/goal?
What is the target of the project?
Note: Ensure each objective contributes to the goal. Check to satisfy the
"SMART" criteria
Scope:
What does the work of the project to meet goal include/not include?
Work Includes Work does not Include