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    Charter Template

    Uploaded by

    Julia Jones
    This is a template that you can use for a project plan or project charter. It is annotated with the questions that can help you to create a quality document.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Charter Template

    Uploaded by

    Julia Jones
    87 views4 pages
    This is a template that you can use for a project plan or project charter. It is annotated with the questions that can help you to create a quality document.

    Copyright

    © © All Rights Reserved

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

    Did you find this document useful?

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    This is a template that you can use for a project plan or project charter. It is annotated with the questions that can help you to create a quality document.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    87 views4 pages

    Charter Template

    Uploaded by

    Julia Jones
    This is a template that you can use for a project plan or project charter. It is annotated with the questions that can help you to create a quality document.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 4

    1

    Type Project Name


    Project Charter

    Project Purpose
    Why is this project necessary?

    Project Vision
    What does success look like for this project?

    Background
    What is the history behind this project? Who has been involved in the past? Why is this project
    necessary right now?

    Project Milestones
    What are the major chunks of work that must be done to complete this project? You can include
    meetings where project findings must be presented as well ask tasks to be completed.
    Examples of items to complete are below

    Date:
    Date:
    Date:
    Date:
    Date:

    Relevant Information Gathered


    Advisory Board Approval of Recommendation
    Advisory Board Approval of New Processes and Resources
    New Policies and Procedures Implemented
    Communication of Policies to Stakeholders

    Stakeholders
    This goes beyond who will be on your team or who has requested the project. It is a list of
    everyone who could be impacted by the project or who could influence the success of the
    project. Provide background information about why the person or group cares and how they
    might impact the project.

    Name

    Interests, Role & Potential Impact

    Constraints and Assumptions


    Constraints
    What are the boundaries and limits that impact this project?

    Assumptions
    What must be true for the project to be completed successfully on time and within budget?

    Risks and Mitigation


    What problems can you anticipate and how will you address them?

    Potential Problem

    Likely Causes

    Preventative or
    Mitigating Actions

    Project Team
    Who will be involved in this project directly and indirectly.

    Role

    Responsibilities

    Sponsor

    Provides vision, resources and


    prioritization. Holds owner
    accountable.

    Owner

    Has overall responsibility for the


    success or failure of the project;
    ensures that all the work gets done
    and that others are involved
    appropriately.

    Project
    Manager

    Provides the structure, support and


    planning to enable the project to
    be completed on time and within
    budget.

    People to
    consult

    Should be asked for input and/or


    needs to be kept in the loop

    Name

    Liability and policy

    Helpers

    Available to help do part of the


    work

    Approvers

    Signs off on decisions before


    theyre final

    Approval Requirements

    What must each of the approvers listed above approve?

    Title, Dept

    Timeline
    Milestone / Task

    Milestone Listed above


    Task required to achieve milestone
    Task required to achieve milestone
    Task required to achieve milestone
    Task required to achieve milestone

    Milestone Listed above


    Task required to achieve milestone
    Task required to achieve milestone
    Task required to achieve milestone
    Task required to achieve milestone

    Milestone Listed above


    Task required to achieve milestone
    Task required to achieve milestone
    Task required to achieve milestone
    Task required to achieve milestone

    Owner

    Date

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