PROJECT NAME Project Charter Note: the red text throughout this document provides sample guidance and/or questions to ask when developing a project charter. It is not meant to be comprehensive, rather, it is meant to help guide the conversation at early stages of a project. All red text should be removed before publishing the project charter. Executive Summary/Background Provide a brief context for the project and explain why it is being undertaken. What is the overarching goal for this project and how do we get there? What do we need to know about this project? What is the value or the purpose of this project? Does this relate back to the organizational goals? Objectives & Key Results Objectives Objective #1:
Key Results a. Key Result
Objective #2:
a. Key Result
Objective #3:
a. Key Result
Objective #4:
a. Key Result
Measurements & Metrics Define measurements and metrics that directly assess project-specific outcomes, distinct from program or operational metrics. During project planning, the Project Manager will confirm which financial comparison is most appropriate for the project—estimated budget vs. actuals and document this clearly in the charter to guide reporting, analysis, and stakeholder discussions.
How will we ensure that the project outcomes are measured? Is there an organizational goal or KPI that relates? Is there an organizational goal or KPI that relates? 1
Are there key metrics that should be included in the charter?
Project Duration & Milestones
Are there any key milestones that should be included in the charter? When are we looking to start? Which venue will we use to present our updates? When are we looking to close this project? Is there a better day and time for scheduling the kickoff and weekly sprint meetings? For the Sponsor: Would you like to be a part of the kickoff meeting? Would you like to be listed as optional for the weekly sprint meetings? How often would you like to receive updates? (Via email vs virtual meeting) or a recap of every meeting or once a month or as needed? Date
Milestone Recommend high-level only dates and milestones. Additional dates and milestones to be noted within the project backlog. Project Kickoff Project Status Updates (Indicate what type of project updates the sponsor would like [email, PowerPoint, etc.] and frequency) Project Closure with Project Team Final Project Presentation to Sponsor(s)
Project Meeting Schedule Meeting Type Weekly Sprint Daily Standups
Frequency
Time
Scope & Approach
[Insert Scope Statement here – what will be the end result of the project?] What activities should be specifically excluded from the project? o [Activity 1] o [Activity 2] 2
o [Activity 3]
This project will follow an Choose an item. project management approach. Additional Stakeholders will be added as necessary into the weekly meetings by the Project Manager at the Project Owner’s discretion. This guarantees that all relevant parties are involved and informed, improving communication and decision-making throughout the project while being mindful of their time and availability. All meetings, project documentation, and the project backlog will be maintained in the Click or tap here to enter text.
Potential Risks & Barriers What potential barriers do you foresee for this project? Identify potential risk and barriers to this project include but are not limited to:
Click or tap here to enter text.
Key Stakeholders
Who will be our project team members (SME) for this project? o Have we notified them and/or their supervisor? Who are the potential stakeholders? What other departments will this project affect?
Project Sponsor
Name, Title
Key Executive(s)
Name, Title
Project Owner Project Manager(s) Project Team Members Additional Stakeholders
Name, Title Name, Title Name, Title Name, Title
3
Approval Signatures Name
Title
Project Title Project Sponsor Key Executive Project Owner Project Manager
4
Signature
Date