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Project Charter DFX - Excel 2003, 2007

The document is a project charter template that outlines essential components for initiating a project, including project name, team leader, project description, market need, business case, deliverables, goals, and risk assessment. It serves as a guide for defining project scope, key customers, milestones, and expected business benefits. The charter is intended to ensure clarity and accountability among team members and stakeholders throughout the project's lifecycle.

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Talita Soares
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8 views

Project Charter DFX - Excel 2003, 2007

The document is a project charter template that outlines essential components for initiating a project, including project name, team leader, project description, market need, business case, deliverables, goals, and risk assessment. It serves as a guide for defining project scope, key customers, milestones, and expected business benefits. The charter is intended to ensure clarity and accountability among team members and stakeholders throughout the project's lifecycle.

Uploaded by

Talita Soares
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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PROJECT CHARTER

Project Name: (1) Business/Location: (2)

Team Leader: (3) Champion: (4)

Project Description/Mission: (5)

Market Need Met: (6)

Business Case: (7)

Deliverables: (8) Goals/Metrics: (9)

Procesess & Owners: (10)

Project Scope Is: (11)

Project Scope Is Not:

Key Customers: (12) Expectations: (13)

Milestones: (14) Completion Dates: (15)


Project Start:

Project Completion:

Expected Business Benefits: (16)


Quantify Explanation
Hard Cost
Soft Cost
Revenue
Speed
Compliance
Intangible

Team Members: (17)

Expected Resource Needs (Internal/External): (18)

Risk Assessment: (19)

Prepared By: (20) Date (Last Revision): (21)


KEY:
1) Enter Project Name
2) Enter Business Unit, Location, Division, or other identifier.
3) Individual responsible for assembling team, driving the project and accountable for recommendations and
results of team's effort. Assembles team and drives problem solving process and agenda. Assesses team's
needs and team member performance.
4) Individual responsible for directing efforts of the team. Works with team leader to develop strategies, set
direction and goals, acquire necessary resources and resolve barriers or conflicts. Monitors progress of
team and makes adjustments as appropriate.
5) Describe the project that the team is expected to complete. What is the team expected to accomplish or
deliver.
6) Describe the market opportunity prompting this project activity - in customer terms. Outline what the
team is expected to develop or remedy.
7) Why undertake this project vs. some other activity?
8) List the project deliverables - the process or product changes to be implemented.
9) Qualify or quantify the desired outcome of the team's process or recommendations.
10) Describe the processes affected by this project and identify the process owners.
11) Qualify or describe the geographic, organizational, physical or other boundaries of the teams reach and
solution.
12) Who are the various internal or external customers of the team's process or impacted by the team's
recommendations.
13) To the extent known, what outcomes or metrics do the customers expect?
14) List the steps that the team is expected to complete as part of the project.
15) Indicate preliminary dates for completion of the project milestones.
16) What are the expected business benefits? Identify the categories impacted with a checkmark,
then quantify if possible. Provide a description to explain the projected benefits and their calculation.
17) List the participants on the team.
18) List the nature, time period and intensity of any auxiliary resources likely to be needed as the team
progresses in its work. Estimate cost of any external resources required, e.g. consultants
19) Describe any material risks associated with the project
20) Who created/revised the Charter?
21) Note the date of creation and any revisons. Revisions should be approved and signed-off by the
Project Champion.

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