Project Charter: Project Name: Project Number: Start Date: Revision Number
Project Charter: Project Name: Project Number: Start Date: Revision Number
Project Charter: Project Name: Project Number: Start Date: Revision Number
1. PROJECT GOALS
Describe the business need, opportunity or problem that the project was undertaken to address – i.e., the project
justification.
2. DELIVERABLES
Provide a high level list of “what” needs to be done in order to reach the goals of the project. Each deliverable
should be sufficiently detailed so that the Project Team will understand what needs to be accomplished.
Describe the deliverable using action words (verbs) such as “deliver, provide, create, research, etc.
Deliverables should be measurable, so the Project Sponsor and Team can determine whether the deliverable
has been successfully completed at the project’s conclusion.
3. SCOPE DEFINITION
Document the scope of work to be delivered. To assist you in defining scope, use documentation such as RFP’,
sales proposals, business requirements, functional specifications, etc. to set and limit the scope.
In Scope is what the project will include to meet the requirements of the Project goals.
Out of Scope excludes responsibilities, activities, deliverables or other areas that are not part of the Project.
4. PROJECT MILESTONES
Identify the significant project milestones, including invoicing dates to the client.
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5. ASSUMPTIONS, CONSTRAINTS & DEPENDENCIES
Identify the assumptions that were made to form the basis of defining scope. Also identify any assumptions that
will be made for the purposes of planning the project. The objective here is to set the boundaries and address
how the triple project management constraint (scope, time and cost) are potentially impacted/managed.
List any constraints (potential factors that will impact the delivery or make it difficult to manage the project) on
the project or dependencies on resources or funding to the project. Consider time, cost, dates and regulatory
issues as constraints or dependencies to the project.
6. RELATED DOCUMENTS
Reference any related documents that were used to define scope and assumptions – e.g., RFQ, RFP, Sales
Proposal, etc.
Identify the key stakeholders and team members by function, name and role.
8. PROJECT AUTHORIZATION