Project Charter Template

Client Logo Client Name
PROJECT CHARTER
Project Name
Document review and approval
REVISION HISTORY
Version Author Date Revision
0.1 Author 4 Nov 2011 Initial
0.2
THIS DOCUMENT HAS BEEN REVIEWED BY

Reviewer Date reviewed
1 aaa
2
3
4
5
THIS DOCUMENT HAS BEEN APPROVED BY

Subject matter experts
Name Signature Date reviewed
1 aaa
2
3
4
5
TABLE OF CONTENTS
Purpose...........................................................................................................................4
Background....................................................................................................................4
PROJECT PROJECT.....................................................................................................4
Objectives and Value Proposition..................................................................................4
Scope..............................................................................................................................5
Out of scope...................................................................................................................5
Deliverables...................................................................................................................5
Project Approach............................................................................................................5
Benefits realization framework......................................................................................6
Constraints and Dependencies.......................................................................................7
Assumptions...................................................................................................................7
Risks...............................................................................................................................7
Project Governance........................................................................................................8
Roles and Responsibilities.........................................................................................8
Project Communications Plan........................................................................................8
Related Papers, Projects, and Dependencies.................................................................8
Stakeholder Engagement List........................................................................................9
Appendix A: Project Schedule.....................................................................................10
PURPOSE
1. The purpose of this Project Charter is to provide an outline of the delivery

requirements for the project name Project during the phase name Phase of
the ???? program.
2. This document outlines to the project sponsor, project team and stakeholders:
 The defined scope of the phase name phase, together with detailed activities
and the approach to developing the Draft Operational Model and the Draft
Implementation Plan;
 The timing and phasing of key project activities and tasks is at appendix A;
 The project team members responsible for delivering key project activities and
tasks;
 The key contacts for the project and phase number phase; and
 An overview of the formal communication mechanisms to support the conduct

of the project.
BACKGROUND
3. xxx
Enter details relevant to this Project, i.e., how and why it has been selected to be
undertaken.
PROJECT PROJECT
7. Background about this project name project:
 Reason justifying the requirement for the Project

OBJECTIVES AND VALUE PROPOSITION
8. Description of what the project will accomplish and the business value that the
project will achieve.
9. Description of what the project will accomplish and the business value that the
project will achieve.
SCOPE
10. The scope of this project includes:
 Design of a cost effective Target Operating Model (TOM) for the ???? approach
for Project;
 The work that will be done to deliver the product/ service or result that will meet
the specified features / functions requirements for this pilot with respect to the
TOM.
OUT OF SCOPE
11. The work that will be not be included or done to deliver the product/ service or
result that will meet the specified features / functions requirements for this pilot
wit respect to the TOM.
DELIVERABLES
May include other tangible /intangible objects produced as a result of the project
that are intended for delivery to the customer, e.g., Reports, documents, etc.
12. The specific deliverables required as part of the project include the development
of a project charters and drafts for committee consideration of:
 Implementation Plan;
 Cost and performance baselines;
 Partnership agreements; and
 Fortnightly status reports.

13. Further, within the final weeks of the project the team will deliver a Target
Operating Model and Detailed Future State Design for consideration.
PROJECT APPROACH
How you will go about this project – i.e., survey, phased, customised solution, etc.
14. In designing and implementing a ????? model we are intending to deploy a
tailored approach, which is based on globally proven shared services
methodology. The model details the key activities, required outputs and expected
timings for different stages. Our milestone timeframe is represented at Table 1 and
a detailed schedule is at Annex A.
Week Stage Activity Output
1-2 Mobilise
 Project charter  Project charter
 Confirm scope  Project schedule
 Detailed planning
 Mobilise teams
2-4 Workshops &

Data Collection  Apply design  Process mapping completed
principles
 Workshops completed
 Run workshops
 Metrics determined
 Develop risks and
 Skills analysis completed
issues register
 Benefits realization
 Document ‘as-is’ and
framework completed
‘to-be’ processes and
structures
5-8 Target
Operating  Develop draft Target  Draft Operating Model
Model (TOM) Operating Model
 Implementation Plan
Design & Data  Outline
Analysis Implementation Plan
9-10 Implementatio
n and planning  Refine  Target Operating Model and
review Implementation Plan Implementation Plan
 Refine Target  Detailed Future State Design
Operating Model
 Test planned benefits
against detailed design
BENEFITS REALIZATION FRAMEWORK
15. The ???? has developed a Benefits Realization Framework and a Benefits
Strategy. The Benefits Strategy outlines the requirements for all three projects to
identify lead and lag indicators of stated benefits. The project team will identify,
record and track anticipated benefits and the lead and lag indicators that will be
used to track progress towards achieving the stated benefits. The project team will
conduct benefits tracking and analysis in accordance with the Benefits Realization
Strategy.
CONSTRAINTS AND DEPENDENCIES
Constraint
Description
Type
Quality /
integrity of
System generated, documents produced or reported.
available
information
Access to key Stakeholder view points not captured, or input into options not
stakeholders captured.
ASSUMPTIONS
Assumption Description Source / Reason

Sufficient reliable, accurate data will be
Data Criticality
available.
Appropriate SMEs will be made
available to the project team on a timely Resource Criticality
basis.
Stakeholders will be available for input
Data Criticality
within planned timeframes.
All relevant information will be made
available to the project team when Data Criticality
requested.
Consideration of future requirements
accords with the contents and life of the Scope limitation
design phase
RISKS
16. The project team will be responsible for reporting and mitigating any risks
identified as part of the design phase via a Risk Register. This will be delivered to
the ??? PMO as part of the organizational reporting.
PROJECT GOVERNANCE
Roles and Responsibilities
21. The core project team roles are identified below, together with individuals’
responsibilities:
Name Role Key Contact Details
Responsibilities
TBA TBA Project Sponsor TBC
TBC TBA HR SME TBC
TBC TBA HR SME TBC
TBC TBA HR BA TBC
PROJECT COMMUNICATIONS PLAN
Delivery Method /
Communication Owner Purpose
Frequency
Project Status Project status
Standard Report - Weekly
Report snapshot
Project Progress Project progress PowerPoint Briefing -
Report update Monthly
RELATED PAPERS, PROJECTS, AND DEPENDENCIES
Relationship or Active or
Project Name or Activity
Dependency Future?
Relevant material
STAKEHOLDER ENGAGEMENT LIST
The stakeholders and stakeholder groups are identified below:

Name Role Contact Details
TBC Project Sponsor TBC
TBC Business Rep TBC
Other additional workshop participants

Name Role Contact Details
Bus SME / rep
Bus SME / rep
Bus SME / rep
Bus SME / rep
APPENDIX A: PROJECT SCHEDULE

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What is the purpose of the project charter?

What is the purpose of the project charter?

What are the key deliverables of the project?

What are the key deliverables of the project?

Client Logo Client Name

THIS DOCUMENT HAS BEEN REVIEWED BY

THIS DOCUMENT HAS BEEN APPROVED BY

1. The purpose of this Project Charter is to provide an outline of the delivery

 An overview of the formal communication mechanisms to support the conduct

7. Background about this project name project:

 Reason justifying the requirement for the Project

OBJECTIVES AND VALUE PROPOSITION

10. The scope of this project includes:

 Cost and performance baselines;

 Partnership agreements; and

 Fortnightly status reports.

2-4 Workshops &

BENEFITS REALIZATION FRAMEWORK

Assumption Description Source / Reason

Roles and Responsibilities

PROJECT COMMUNICATIONS PLAN

RELATED PAPERS, PROJECTS, AND DEPENDENCIES

The stakeholders and stakeholder groups are identified below:

Other additional workshop participants

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