Tag Archives: Project Charter

PROJECT-CHARTER-TEMPLATE.docx

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PROJECT CHARTER

 

What is a Project Charter?

A Project Charter is a must-have in any project, as prescribed by the PMBOK® Guide and other methods. It is a document that summarizes the key information about a project and that announces to the world, aka, your organization, that there is a new project on the block. The Charter appoints a project manager for the project and assigns it the authority to proceed.

 

Why do I need one?

Do not underestimate the value of a project charter as just yet another management document! The main reason why you need a Charter is because without a Project Charter, your project exists only in your dreams, my friend.

Having a project charter provides your project with the following benefits:

  • Formally authorizes the project
  • Creates a vision and a shared understanding about the project
  • Empowers the project manager to lead the project
  • Identifies the high-level objectives and scope of the project
  • Defines what will success look like
  • Enables support for the project to be gained
  • Ensures that key stakeholders are aware of the project
  • Secures budget and resources for the project
  • Serves as a point of reference for the project team

 

What should it contain?

While most project management methods and frameworks prescribe the use of a project charter of some sort – either called one-pager, charter, or mandate -, there is no defined composition for its template. However, a principle to consider is that any good Project Charter will help you clarify the What, Why, Who, When and at What Cost of the project. According to the PMBOK® Guide, these are covered by the following sections in a Project Charter:

  • Project Information: includes the ID and name of the project, name of the project manager, and project sponsor
  • Business need, problem or opportunity: what is the main driver for this project to exist? What is the context from which it was born?
  • Project Objectives and Benefits: what are you trying to achieve with the project? Try writing your objectives as SMART objectives – specific, measurable, attainable, realistic, and time-bounded
  • Project Organization: describes the governance of the project, including key roles for its management and direction
  • High-level project scope: at a very high-level, the project charter should be able to outline the boundaries of the project, i.e., what will be in scope and out of the scope of the project, as well as key deliverables to be created by the project
  • High-level project timescale: at a very high-level, the project charter should be able to list the key stages and estimated duration for the project, as well as its key milestones
  • High-level project budget: at a very high-level, the project charter should be able to identify the budget requirements of the project, including capital and revenue expenditure forecast
  • Key assumptions: main assumptions that may impact the project if proven false
  • Key project risks: main risks that may impact the project if they materialise
  • Success criteria: key measures to assess the success of the project

To make your life easier, I’ve produced a simple project charter template that you can download here. Ready to use!

 

Best Practices when Writing a Project Charter

Writing a Project Charter can be time-consuming, particularly if not done properly, thus, here’s a couple of tips to help you steer your project towards success from its very beginning:

  • Keep it brief: trust me, the more pages a document contains, the less chance it will get read. Try to keep your Project Charter simple and brief. After all, it should capture key, high-level information!
  • Be explicit: no one cares or is enthusiastic about a vague summary of a project. Get to the point as early as possible and make it explicit.
  • Build it with your sponsor: while theory advises that the Charter should be handed-over by the project sponsor to the project manager, in reality it is often the project manager to writes the Project Charter with the support of the Sponsor. Whatever the model, the involvement of the sponsor is fundamental.
  • Get it signed-off: until you get the Charter to be signed-off by your sponsor, the project is not formally authorized. No Charter, no project.
  • Share it: one of the main benefits of a Charter is that you can gain support from the project and ensure that there is a shared understanding of what the project is about. Be proud to share your Charter with your team and key stakeholders!

 

The Project Charter is the key document in the Initiation phase of a project and is the first opportunity that the project manager has to build the right foundations for the project. Grab the chance to cause a great first impression with a great Project Charter!

 

One-Page-Project-Charter.pptx

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This one page project charter is built in Powerpoint.  Project charters are typically very lengthy documents describing the background of the project, different options considered, detailed scope statements, etc.  The One Page Project Charter is meant to be a summary of the most important components of the charter in a single page.  For large projects, it is used in addition to a full project charter.  For small projects, it’s used in place of it.

The template includes sections to document:

  • Project Name
  • Project Description
  • Target Date
  • Costs
  • Gains
  • Project Team
  • Key Milestones

The One Page project Charter is also useful for communicating with an executive audience that is not interested in all of the minute details

Project-Charter-Template.docx

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This is a versatile, professional project charter template that can be used for projects of all different types. The template is fairly detailed. Sections that are not needed for certain projects can be removed. The project charter is usually created by the Project Manager early in the Project Management Life Cycle.

The project charter can be used to “pitch” or “sell” the project to executives or leaders who will decide whether or not to fund the project. It is also used to communicate project details to resource managers who will decide whether or not to commit their team members to the project. Once approved, the project charter authorizes work to commence on the project and gives authority to the project manager to lead the project. Additionally, all project team members should be familiar with the project charter prior to beginning work. This helps ensure that all team members understand the objectives and benefits the team is working towards, as well as what is in and out of scope.

This project charter template includes sections for:

  • Project Overview
  • Objectives and Expected Benefits
  • Problem Description
  • Root Causes
  • Solution Proposal
  • Scope Details
  • Project Milestones
  • Team Members
  • Project Costs
  • Risk Mitigation
  • Communication Plan
  • Additional Details

The project charter is also a great resource to help bring new project team members up to speed who join the project after the initial kick off.