Project Management

Client: Project: Date: Revision:

Ideal State

Gap to be CorrectedProblem/Project Statement

Major Risks Identified

Current State

Case for Change

Key Business Assumptions

Performance Criteria Current Target

Summarize Key Performance Requirements

Scope Statement

1

3 4

2

Key Project Milestones Date

Prelim IRR =

Project Charter

Summarize Project End Requirements

Identify key gaps between current state and ideal state

Total Estimated Project Cost =

Identify key project risks

Identify the current state

• List key assumptions

Approval Init Date

Client:

Platform Manager/Director:

• Summarize reason for project

Briefly describe the scope of work. More detail will be provided on the second page

State the problem or project

Organizational Impacts

• List organizational impacts (or that there is no organizational impact).

Excluded from ScopeIncluded in Scope

Itemize what is to be included in the scope of the project. Include product, and project inclusions. Identify roles and responsibilities for the project, i.e., managed completely, provide only resources, etc.

Project Charter

5 6

Itemize what is not to be included in the scope of the project.