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Due Date: Sunday 11:59 pm EST of Unit 3 Points: 100 Overview: Last week, you finalized a project idea with your instructor. This week’s assignment requires you to create a project charter as part of your Course Project. Instructions: Create a project charter:

• Provide a written project description outlining what you are trying to accomplish. • Include the information recommended by the course required readings. • See the attached templates for additional details. You do not have to use these

exact templates. Add or remove sections based on the nature of your project.

Remember this is a high-level document to initiate your project. Specifics of project activities will be provided later.

Requirements:

• Submit a Word or Excel document.

Be sure to read the criteria by which your work will be evaluated before you write and again after you write.

BUS530 – Project Managment

Course Project: Project Charter

Evaluation Rubric for Creating a Project Charter Assignment

Criteria Exemplary Proficient Needs Improvement

Deficient

25 points 20 - 24 points 15 - 19 points 0 - 14 points Project Description

Description provides complete details of the project.

Description provide project details; missing some minor element(s).

Description provides some project details; missing key elements.

Description is missing or inadequate.

50 points 40 - 49 points 30 - 39 points 0 - 29 points Project Information

Well written and clearly organized providing all recommended elements.

Well written and clearly organized providing most recommended elements.

Provides some of the recommended elements.

Information is missing or does not address recommended elements.

25 points 20 - 24 points 15 - 19 points 0 - 14 points Clear and

Professional Writing

Writing and format are clear, professional, and error free.

Few errors that do not impede professional presentation.

Significant errors that do not impede professional presentation.

Errors impede professional presentation; guidelines not followed.

Project Charter Template

	PROJECT CHARTER TEMPLATE
	GENERAL PROJECT INFORMATION
	PROJECT NAME
	PROJECT SPONSOR
	PROJECT MANAGER
	EMAIL ADDRESS
	PHONE NUMBER
	ORGANIZATIONAL UNIT
	PROCESS IMPACTED
	EXPECTED START DATE
	EXPECTED COMPLETION DATE
	EXPECTED SAVINGS	$0
	ESTIMATED COSTS	$0
	GREEN BELTS ASSIGNED
	BLACK BELTS ASSIGNED
	DESCRIBE THE PROBLEM OR ISSUE, GOALS, OBJECTIVES, AND DELIVERABLES OF THIS PROJECT
	PROBLEM OR ISSUE
	PURPOSE OF PROJECT
	BUSINESS CASE
	GOALS / METRICS
	EXPECTED DELIVERABLES
	DEFINE THE PROJECT SCOPE AND SCHEDULE
	WITHIN SCOPE
	OUTSIDE OF SCOPE
	TENTATIVE SCHEDULE	KEY MILESTONE	START		COMPLETE
		Form Project Team / Preliminary Review / Scope
		Finalize Project Plan / Charter / Kick Off
		Define Phase
		Measurement Phase
		Analysis Phase
		Improvement Phase
		Control Phase
		Project Summary Report and Close Out
	DEFINE THE PROJECT RESOURCES AND COSTS
	PROJECT TEAM
	SUPPORT RESOURCES
	SPECIAL NEEDS
	COST TYPE	VENDOR / LABOR NAMES	RATE	QTY	AMOUNT
	LABOR				$0
	LABOR				$0
	LABOR				$0
	LABOR				$0
	LABOR				$0
	MISCELLANEOUS				$0
			TOTAL COSTS		$0
	DEFINE THE PROJECT BENEFITS AND CUSTOMERS
	PROCESS OWNER
	KEY STAKEHOLDERS
	FINAL CUSTOMER
	EXPECTED BENEFITS
	TYPE OF BENEFIT	DESCRIBE BASIS OF ESTIMATE			EST BENEFIT
	SPECIFIC COST SAVINGS
	ENHANCED REVENUES
	HIGHER PRODUCTIVITY (SOFT)
	IMPROVED COMPLIANCE
	BETTER DECISION MAKING
	LESS MAINTENANCE
	OTHER COSTS AVOIDED
					$0
	DESCRIBE PROJECT RISKS, CONSTRAINTS, AND ASSUMPTIONS
	RISKS
	CONSTRAINTS
	ASSUMPTIONS
	Prepared by:		Date:

IMPORTANT REMINDER A narrative written charter must be circulated and signed by the project sponsors. You can attach a completed version of this template to your narrative written charter in an effort to keep it short and concise. Please make sure you meet with the project team and sponsors before completing this template. Much of the information required will need to come from a discussion with team members and sponsors.

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