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Project Charter: [PROJECT_NAME]


title: Project Charter - [PROJECT_NAME] type: Project Charter category: Projects version: 1.0 created: [YYYY-MM-DD] updated: [YYYY-MM-DD] author: [PROJECT_MANAGER_NAME] status: Draft client: [CLIENT_NAME] project: [PROJECT_NAME] tags: [project-charter, client-name, project-type]

Section titled “title: Project Charter - [PROJECT_NAME] type: Project Charter category: Projects version: 1.0 created: [YYYY-MM-DD] updated: [YYYY-MM-DD] author: [PROJECT_MANAGER_NAME] status: Draft client: [CLIENT_NAME] project: [PROJECT_NAME] tags: [project-charter, client-name, project-type]”

Project Name: [PROJECT_NAME]

Client: [CLIENT_NAME]

Project Type: New Implementation / Enhancement / Migration / Support

Project Manager: [NAME]

Project Sponsor: [NAME, TITLE]

Start Date: [YYYY-MM-DD]

Target Completion: [YYYY-MM-DD]

Budget: R[AMOUNT]


[2-3 paragraphs summarizing the project: what we’re building, for whom, why, expected outcomes]


Problem Statement: [What problem does this project solve?]

Objectives:

  1. [OBJECTIVE_1]
  2. [OBJECTIVE_2]
  3. [OBJECTIVE_3]

Expected Benefits:

  • [BENEFIT_1]
  • [BENEFIT_2]
  • [BENEFIT_3]

Success Criteria:

  • [SUCCESS_CRITERION_1]
  • [SUCCESS_CRITERION_2]
  • [SUCCESS_CRITERION_3]

In Scope:

  • ✅ [SCOPE_ITEM_1]
  • ✅ [SCOPE_ITEM_2]
  • ✅ [SCOPE_ITEM_3]

Out of Scope:

  • ❌ [OUT_OF_SCOPE_1]
  • ❌ [OUT_OF_SCOPE_2]

Deliverables:

  1. [DELIVERABLE_1]
  2. [DELIVERABLE_2]
  3. [DELIVERABLE_3]

NameRoleOrganizationResponsibility
[NAME]Sponsor[CLIENT]Overall approval, strategic direction
[NAME]Project ManageriSuDay-to-day delivery, coordination
[NAME]Technical LeadiSuTechnical implementation
[NAME]Client PM[CLIENT]Client-side coordination

PhaseDurationStart DateEnd DateKey Milestone
Initiation[WEEKS][DATE][DATE]Charter approved
Planning[WEEKS][DATE][DATE]Requirements approved
Execution[WEEKS][DATE][DATE]UAT complete
Delivery[WEEKS][DATE][DATE]Go-live
Closure[WEEKS][DATE][DATE]Project closed

Budget: R[TOTAL_BUDGET]

Resource Allocation:

  • Project Manager: [X]% for [DURATION]
  • Technical Lead: [X]% for [DURATION]
  • [OTHER_ROLE]: [X]% for [DURATION]

RiskImpactMitigation
[RISK_1]High/Med/Low[Mitigation strategy]
[RISK_2]High/Med/Low[Mitigation strategy]
[RISK_3]High/Med/Low[Mitigation strategy]

Project Manager:


[NAME, TITLE] [DATE]

Project Sponsor:


[NAME, TITLE] [DATE]

Client Approval:


[NAME, TITLE, CLIENT] [DATE]