Project Charter

Project Name:
Function:

Prepared By
Document Owner(s) Project/Organization Role

Confidential
Project Charter Template.docx
 Project Charter

TABLE OF CONTENTS
1 PROJECT EXECUTIVE SUMMARY ....................................................................................... 3

2 PROJECT OVERVIEW ............................................................................................................ 3

3 PROJECT SCOPE................................................................................................................... 3

3.1 Goals and Objectives .................................................................................................. 3

3.2 Organizational Impacts ............................................................................................... 3

3.3 Project Deliverables .................................................................................................... 4

3.4 Deliverables Out of Scope .......................................................................................... 4

3.5 Project Estimated Costs & Duration............................................................................ 4

4 PROJECT CONDITIONS ........................................................................................................ 4

4.1 Project Assumptions ................................................................................................... 4

4.2 Project Issues.............................................................................................................. 4

4.3 Project Risks ............................................................................................................... 5

4.4 Project Constraints ...................................................................................................... 5

5 PROJECT STRUCTURE APPROACH ................................................................................... 5

6 PROJECT TEAM ORGANIZATION PLANS ........................................................................... 5

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 Project Charter

1 PROJECT EXECUTIVE SUMMARY

[Replace this text with a high-level view of:
• project goals
• objectives
• scope
• assumptions
• risks
• costs
• timeline
• approach
• organization]

2 PROJECT OVERVIEW
[Replace this text with the rationale and business justification for undertaking this project.]

3 PROJECT SCOPE

3.1 Goals and Objectives

Goals Objectives
[Replace this text with [Replace this text with Objectives for each Goal. For
Project Goals. For example:
example: The project will 1. Develop a system by June that tracks an end-to-end
provide an improved process for 100% of product returns.
system for managing
product returns.] 2. Integrate new system with Sales in order to improve
customer satisfaction 40% by year end.]

3.2 Project Impacts

Area Impacted Impact

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 Project Charter

3.3 Project Deliverables

Milestone Deliverable
1. [Milestone Description] • [Deliverable 1—description]
• [Deliverable 2—description]
• [Deliverable n—description]
2. [Milestone Description] • [Deliverable 1—description]
• [Deliverable 2—description]
• [Deliverable n—description]

3.4 Deliverables Out of Scope

[Replace this text with a description of key logical areas not considered part of the
boundaries of this project. Examples of these Out-of-Scope Deliverables may include data,
processes, applications, or business management.]

3.5 Project Estimated Costs & Duration

Project Date
Milestone Estimate Deliverable(s) Included Confidence Level
[Milestone 1] [mm/dd/yy] [Deliverable 1] [High/Medium/Low]
[Deliverable 2]

[Milestone 2] [mm/dd/yy] [Deliverable 1] [High/Medium/Low]

[Deliverable 2]

4 PROJECT CONDITIONS

4.1 Project Assumptions

• [Assumption 1]
• [Assumption 2]

4.2 Project Issues

Priority Criteria
1 − High-priority/critical-path issue; requires immediate follow-up and resolution.
2 − Medium-priority issue; requires follow-up before completion of next project milestone.
3 − Low-priority issue; to be resolved prior to project completion.
4 − Closed issue.

# Date Priority Owner Description Status & Resolution

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 Project Charter

# Date Priority Owner Description Status & Resolution

1 [mm/dd/yy] [Issue 1 [Replace this text with
description] Status and Proposed or
Actual Resolution.]
2 [mm/dd/yy] [Issue 2 [Replace this text with
description] Status and Proposed or
Actual Resolution.]

4.3 Project Risks

# Risk Area Likelihood Risk Owner Project Impact-Mitigation Plan

1 [Project [High/Medium [Replace this text with a description
Risk] /Low] of the Mitigation Plan.]
2 [Project [High/Medium [Replace this text with a description
Risk] /Low] of the Mitigation Plan.]

4.4 Project Constraints

• [Replace this text with a description of a Constraint.]

• [Constraint 2]

5 Project Structure Approach

[Replace this text with a description of how the project will be structured and what
approach will be used to manage the project.
• What are the dependencies of the project?
• How will you Plan and Manage the project?]

6 Project Team Organization Plans

Project Team Role Project Team Member(s) Responsibilities

[Role Title] [Name(s)] [Replace this text with a
description of the Role
Responsibilities.]

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