(Describes Why and What)
Business alignment (Why is this project important and how does it link to your organization’s business priorities?)
Deliverables (What will be the tangible items or results that the project will deliver?) |Description |Success Measurement and Date | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Other Success Measures (Other success measures, not correlated with deliverables listed above)
Out of Scope Items
(SMART = Specific, Measurable, Actionable, Realistic and Time-bound)
Desired start date:
Desired completion date:
Key assumptions and constraints
Major roles and authority
|Role |Name |Major responsibilities | |Project manager | | | |Sponsor | | | | | | | | | | |
Approval to proceed to next phase
Instructions for Completing the Charter
Purpose and Responsibilities
➢ This form is used during the define phase of a project to get initial alignment and agreement on why the project is being initiated and what it will produce. ➢ The sponsor and the project manager should work together to get this charter form filled out. Involve as much of the core project team as possible to get their buy-in. ➢ The charter is not a replacement for a project plan. Keep it at a higher level of detail; just detailed enough to make a decision at the next gate on whether it is worth investing in detailed planning for the project. ➢ The completed form should be no longer than 2 – 3 pages. The entire define phase should be short, such as several weeks for many projects at a typical company.
Enter a brief description of the project so that other people can recognize it quickly. This is just an identification tag, so don’t make it too fancy.