Project Charter Template 2
Project Charter Template 2
Project Charter Template 2
Project Charter
Template
Document Control
Document Information
©
Information
Document Id [Document Management System #]
Document Owner [Owner Name]
Issue Date [Date]
Revision Date [Date]
Document Approvals
Project Manager ©
Quality Manager
(if applicable)
Procurement Manager
(if applicable)
Communications Manager
(if applicable)
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Table of Contents
1 EXECUTIVE SUMMARY............................................................................................2
2 PROJECT DEFINITION............................................................................................2
2.1 VISION....................................................................................................................................... 2
2.2 OBJECTIVES................................................................................................................................. 2
2.3 SCOPE........................................................................................................................................2
2.4 DELIVERABLES.............................................................................................................................. 2
3 PROJECT ORGANISATION.......................................................................................3
3.1 STAKEHOLDERS.............................................................................................................................3
3.2 ROLES........................................................................................................................................3
3.3 RESPONSIBILITIES..........................................................................................................................3
3.4 STRUCTURE..................................................................................................................................4
4 PROJECT PLAN.....................................................................................................5
4.1 APPROACH...................................................................................................................................5
4.2 OVERALL PLAN..............................................................................................................................5
4.3 RESOURCE PLAN............................................................................................................................6
4.4 FINANCIAL PLAN............................................................................................................................7
4.5 QUALITY PLAN..............................................................................................................................7
5 PROJECT CONSIDERATIONS....................................................................................8
5.1 RISKS.........................................................................................................................................8
5.2 ISSUES....................................................................................................................................... 8
5.3 CONSTRAINTS...............................................................................................................................8
6 APPENDIX...........................................................................................................9
6.1 SUPPORTING DOCUMENTATION.........................................................................................................9
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1 Executive Summary
Sum up each of the sections in this document concisely by outlining the project:
Definition
Organisation and plan
Risks and issues
Assumptions and constraints. ©
2 Project Definition
This section describes what the project sets out to achieve. It outlines the vision for the
project, the key objectives to be met, the scope of work to be undertaken and the
deliverables to be produced.
2.1 Vision
Describe the overall vision of the project. The vision statement should be short, concise and
achievable. Examples of vision statements include:
2.2 Objectives
List the key objectives of the project. Objectives are statements which describe in more
detail what it is that the project is going to achieve. All objectives listed should be Specific,
Measurable, Achievable, Realistic and Time-bound (SMART).
2.3 Scope
Define the scope of the project
2.4 Deliverables
Highlight the key project deliverables in the following table (includes examples):
Telecommunications
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New Complaints website ////////////////////////
customer
complaints ///////////////////////
process Complaints resolution process
3 Project Organisation
3.1 Stakeholders
Stakeholder © Interested in
CEO Alignment with company vision and strategy
Financial Controller Alignment with company budget
Health and Safety Office Alignment with health and safety standards
Government body Compliance with legislation
Industry body Compliance with codes of practice
3.2 Roles
3.3 Responsibilities
List the generic responsibilities for each role identified.
Project Sponsor
The Project Sponsor is the principal ‘owner’ of the project. Key responsibilities include:
Defining the vision and high level objectives for the project
Approving the requirements, timetable, resources and budget
Authorising the provision of funds / resources (internal or external)
Approving the project plan and quality plan
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3.4 Structure
Depict the reporting lines between each of the key roles described above within a Project
Organisation Chart. An example follows:
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4 Project Plan
4.1 Approach
Describe the approach to be taken to implement each of the phases within the project.
Phase Approach ©
Initiation Outline the method by which the project will be further defined, the project team
appointed and the Project Office established.
Planning Define the overall planning process to ensure that the phases, activities and tasks are
undertaken in a co-ordinated fashion.
Execution Describe the generic phases and activities required to build, test and implement the
deliverables of the project.
Closure Describe the steps required to release the deliverables to the business, close the project
office, reallocate staff and perform a Post Implementation Review of the project.
Provide a summarized plan outlining the sequence of each of the phases listed above.
ary February March April
ID Task Name 5/01 12/01 19/01 26/01 2/02 9/02 16/02 23/02 1/03 8/03 15/03 22/03 29/03 5/04
1 INITIATION
28 PLANNING
59 EXECUTION
60 Build Deliverables
79 CLOSURE
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A more detailed Project Plan will be drawn up during the “Planning” phase of the project.
Milestones
Dependencies
List any project activities which:
A detailed Resource Plan will be drawn up during the “Planning” phase of this project.
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4.4 Financial Plan
Summarize the project budget approved (within the Business Case) as follows:
A detailed Financial Plan will be drawn up during the “Planning” phase of this project.
Process © Description
Quality Management Summary of how the process will be undertaken
Change Management
Risk Management
Issue Management
Configuration Management
Document Management
Acceptance Management
Procurement Management
Financial Management
Timesheet Management
Project Reporting
Project Communications
A detailed Quality Plan will be drawn up during the “Planning” phase of this project.
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5 Project Considerations
5.1 Risks
Summarize the most apparent risks associated with the project.
5.2 Issues
Summarize the highest priority issues associated with the project. Issues are defined as “any
event which currently adversely affects the ability of the solution to produce the required
deliverables”. Complete the following table:
5.3 Constraints
List the major constraints identified with the project to date. Examples include:
The financial budget allocated is fixed and does not allow for over-spending
There are limited technical resource available for the project
The technical solution must be implemented after-hours to minimize the operational
impact on the business.
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6 Appendix
6.1 Supporting Documentation
Attach any documentation you believe is relevant to the Project Charter, including:
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