XProject Charter General Template-1

Put your Put your Project Charter Template
Rev. 2.3, 10/14/2007

logo here Organization
Name here
PROJECT CHARTER
[ Note: All fields in blue text or marked by an asterisk ( * ) must be filled in.]
[To see Online Help make certain that Tools/Options/View/ScreenTips is checked]
1. Does my project require a Charter?

2. Obtain the latest version of this Charter Template from the <document source>.
3. Save the Charter file using filename format: Project Charter_Project Name.doc.
4. Enter all dates in 8-digit DDMM//YYYY format (e.g., 15/02/2009).
5. Type an X in the appropriate checkboxes.
6. Keep a printed copy of your Risk Evaluation
1. General Project Information

* Project Name:
* Project Sponsor (answer all of the following):
• What department is the primary proponent of this project? (Enter one.)
• Who is the Project Sponsor? (Note: This person must be a decision-maker with the
authority to commit department resources.)
• Is this an Enterprise Project, i.e. does it have significant impact on 3 or more
departments (Y/N)?
Project Co-Sponsor(s):
* Department Project
Rank :
Document History
Version Date Author Reason for Change
* * * *
Template Source: http://www.cvr-it.com Page 1 of 5

Rev. 2.3, 10/14/2007
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2. Stakeholders
1
Name Department Telephone E-mail
* Project Manager:
* Tech Lead:
* Business Lead
:
Others: (e.g., those with a significant interest in this project)
3. Vendor Contacts
If a vendor is involved in development of this Charter, provide appropriate contact information
Name Company / Role Telephone2 E-mail
4. Project / Service Description

Type in a response to each item in the space immediately below it.
* Project Purpose / Business Justification Describe the product or service that this project will produce (e.g., “This
project will manage relocation to a new headquarters location for ABC Corporation.”) Describe the business problem or
need being addressed (e.g., “ABC Corporations is currently at risk for interruption of essential services sue to lack of space
in its current locaton.”)
* Business Objectives (aka Business Value) Measurable business outcomes of the project. Objectives have an
attribute (e.g., cost), a yardstick (e.g., U.S. dollars) and an absolute or relative value (e.g., less than $4,000,000). Business
Objectives typically deal with cost, time, and quality (e.g., reduce the cost of delivery of this service by 30%). The Business
Value of your project will be judged based on how well it met these objectives.
1
Include area code first (e.g., 919-555-1212).
2
Include area code first (e.g., 919-555-1212).
Rev. 2.3, 10/14/2007
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4. Project / Service Description

* Project Deliverables List the high-level project sub-products whose satisfactory delivery mark completion of the project
(e.g., upfit of four floors, installation of office equipment and furniture).
* Clear Statement of What This Project Will Not Include (Example: Phase 1 of the Headquarters Relocation
project will not include the planned employee fitness center.)
* Project Success Define what must be done in order for this project to be considered a success by its stakeholders.
* Project Milestones Proposed start and end dates for Project Phases (e.g., Inception, Planning, Construction, Delivery)
and other major milestones.
* Major Known Risks (including significant Assumptions) A Risk is anything that may cause the project to fail.
Include both internal risks (things that the project team can control or influence) and external risks (things outside of the
project team’s control or influence). (e.g., Internal Risk – Move In date may be in jeopardy if decisions about office furniture
are not made on time. External Risk – Office Furniture vendor has a poor track record of on-time delivery).
Risk Rating from On-Line Risk Evaluator (Hi, Med, Lo):
List the most significant risks to the project (or attach a printout of your online risk assessment):
1.
* Constraints List any conditions that may limit the project team’s options with respect to resources, personnel, or
schedule (e.g., predetermined budget or project end date, limit on number of staff that may be assigned to the project).
External Dependencies Will project success depend on coordination of efforts between the project team and one or
more other individuals or groups? Has everyone involved agreed to this interaction?
5. Project Selection Data

The following information will be used during the project Selection / Prioritization Process
* If this project is mandated

or is required for continued Mandated by whom?
business operation:
Impact of not meeting
mandate?
Strategic Alignment: Indicate which elements of the Balanced Score Card this project supports and how it does so. If your
organization’s strategic plan does not include a Balanced Score Card, use other measures of Strategic Alignment.

Rev. 2.3, 10/14/2007
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5. Project Selection Data

The following information will be used during the project Selection / Prioritization Process
Strategic Alignment: Indicate which elements of the Balanced Score Card this project supports and how it does so. If your
organization’s strategic plan does not include a Balanced Score Card, use other measures of Strategic Alignment.
Financial ROI
Customer
Process (Internal)
Learning
Project Interaction: Are there other projects whose success depends upon the completion of this one? Does
conduct of this project depend on the completion of another?
Project Category [ ] Run [ ] Grow [ ] Optimize [ ] Transform

This project is Urgent [ ] Yes [ ] No If Yes, explain:
6. Financial / Resources Information

Funding Source Select one of the following: (Example: Strategic Initiative Fund, Operating Budget, Other. (If Other,
please describe in the Notes section below.)
* Estimate of Implementation Cost Use Project Charter Budget Worksheet to calculate cost. If relevant,
Include both the cost of completing the project and the cost of not doing the project at all. If the project includes significant
scope options that will impact cost, include this information. For example, the cost of project with Option 1 >(range $330,000 to $525,000). Cost of project with both Options 1 and 2 = $525,000 (range $430,000 to $650,000). Cost of
not doing the project = $120,000 per year in fines starting 2003 as a result of not meeting Federal Requirements X, Y, and
Z.)
Create a Link_To_Project Charter Budget_Worksheet
Implementation Cost in $U.S. (estimate with range, low to high): $
Return-on-Investment (ROI) Data (include both Financial and non-Financial ROi estimates
Estimate time required of Business Staff (Add rows as needed)
Role (e.g. Project Manager, Department coordinators) Hours needed (e.g. x hrs/mon for x months; x hours total)
Include confidence limits

Rev. 2.3, 10/14/2007
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7. Estimated Total Cost of Ownership (TCO) 5-Year

In the Calendar/Fiscal Year column, change years as approriate.
In the Capital and Operational columns, click on each entry once to select the full field (0.00) completely before entering
the dollar figure. Gray box will disappear when number is typed in.
In the Totals row, total the dollar figure in each column by placing the cursor on dollar figure field, clicking once to select it,
then clicking the right mouse button and selecting Update Field.
Calendar Year (1, 2, 3) or Fiscal Year Capital ($U.S.) Operational ($U.S.)
(2004-5, 2005-6)
2007-8 0.00 0.00
2008-9 0.00 0.00
2009-10 0.00 0.00
2010-11 0.00 0.00
2011-12 0.00 0.00
Totals 0.00 0.00
8. Sign-off
Name Signature Date
(MM/DD/YYYY)
Business Sponsor
Co-Sponsor
Project Manager
9. List of Addenda
List all files supplemental to this Charter here. Optional: Use filename to create hyperlink to document.
Document Name Filename
10. Notes

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Put your Put your Project Charter Template

Rev. 2.3, 10/14/2007

[To see Online Help make certain that Tools/Options/View/ScreenTips is checked]

1. Does my project require a Charter?

1. General Project Information

Template Source: http://www.cvr-it.com Page 1 of 5

4. Project / Service Description

4. Project / Service Description

5. Project Selection Data

* If this project is mandated

Template Source: http://www.cvr-it.com Page 3 of 5

5. Project Selection Data

Project Category [ ] Run [ ] Grow [ ] Optimize [ ] Transform

6. Financial / Resources Information

Estimate time required of Business Staff (Add rows as needed)

Template Source: http://www.cvr-it.com Page 4 of 5

7. Estimated Total Cost of Ownership (TCO) 5-Year

Totals 0.00 0.00

Template Source: http://www.cvr-it.com Page 5 of 5

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