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Project Charter
Project Charter Document
Project Name:
Department:
Focus Area:
Product/Process:
Prepared By
Document Owner(s)
Project/Organization Role
Project Charter Version Control
Version
Date
Author
Change Description
[Replace this text with the name of the Document Owner.]
Document created
TABLE OF CONTENTS
1PROJECT CHARTER PURPOSE3
2PROJECT EXECUTIVE SUMMARY3
3PROJECT OVERVIEW3
4PROJECT SCOPE3
4.1Goals and Objectives3
4.2Project Estimated Costs & Duration4
5PROJECT CONDITIONS4
5.1Project Issues4
5.2Project Risks4
6Project Structure Approach5
7Project Team Organization Plans5
8PROJECT REFERENCES5
9APPROVALS5
PROJECT CHARTER PURPOSE
[Replace the following text with your own statement of the
Project Charter Purpose, or use the provided sample text.]
The project charter defines the scope, objectives, and overall
approach for the work to be completed. It is a critical element
for initiating, planning, executing, controlling, and assessing
the project. It should be the single point of reference on the
project for project goals and objectives, scope, organization,
estimates, work plan, and budget. In addition, it serves as a
contract between the Project Team and the Project Sponsors,
stating what will be delivered according to the budget, time
constraints, risks, resources, and standards agreed upon for the
project.
PROJECT EXECUTIVE SUMMARY
[Replace this text with a high-level view of:
· project goals
· objectives
· scope
· assumptions
· risks
· costs
· timeline
· approach
· organization]
PROJECT OVERVIEW
[Replace this text with the rationale and business justification
for undertaking this project.]
PROJECT SCOPEGoals and Objectives
Goals
Objectives
[Replace this text with Project Goals. For example: The project
will provide an improved system for managing product returns.]
[Replace this text with Objectives for each Goal. For example:
1. Develop a system by June that tracks an end-to-end process
for 100% of product returns.
2. Integrate new system with Sales in order to improve customer
satisfaction 40% by year end.]Project Estimated Costs &
Duration
Project Milestone
Date Estimate
Deliverable(s) Included
Confidence Level
[Milestone 1]
[mm/dd/yy]
[Deliverable 1]
[Deliverable 2]
[High/Medium/Low]
[Milestone 2]
[mm/dd/yy]
[Deliverable 1]
[Deliverable 2]
[High/Medium/Low]
PROJECT CONDITIONSProject 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
1
[mm/dd/yy]
[Issue 1 description]
[Replace this text with Status and Proposed or Actual
Resolution.]
2
[mm/dd/yy]
[Issue 2 description]
[Replace this text with Status and Proposed or Actual
Resolution.]Project Risks
#
Risk Area
Likelihood
Risk Owner
Project Impact-Mitigation Plan
1
[Project Risk]
[High/Medium/Low]
[Replace this text with a description of the Mitigation Plan.]
2
[Project Risk]
[High/Medium/Low]
[Replace this text with a description of the Mitigation Plan.]
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?]
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.]
PROJECT REFERENCES
Milestone
Deliverable
[Name of Document/Reference]
[Description with available hyperlinks]
APPROVALS
Prepared by __________________________________
Project Manager
Approved by __________________________________
Project Sponsor
__________________________________
Executive Sponsor
__________________________________
Client Sponsor
Confidential
Document1
Last printed on 3/23/2004 11:48:00 AM
Confidential Page 2 1/28/2018
Defining the Project
Consider the initial scenario for Sidney Park Health System, in
addition to the following information:
· Outsourcing costs are currently estimated at $25,000 per year.
Reduce outsources costs by 50%
· Have no open coding positions - a vacancy rate of 0%
· Increase coding productivity by 20%
· Reduce annual loss by 50%
· Currently losing $12 million per year
· Improve timeliness and turn-around time
· Code inpatient records within four days of discharge and
outpatient records within five days of the visit
· Overall timeline for project is 18 months
· Executive management has set cost limits at:
Project Activity
Estimated Cost
Project Administration & Management
$12,000
Exploration of new product
$5,000
Development and communication of new policies and
Procedures
$5,000
Set-up and Training
$14,000
Program Implementation
$8,000
New Hardware
$30,000
New Software
$50,000
Your written assignment of the project definition should include
the following sections:
1. Project Scope
1. Project Deliverables
2. Estimated Schedule
· In general only - a detailed schedule will be further developed
at a later time
3. Estimated Costs
· In general only - detailed costs will be further developed at a
later time
4. Tasks: List of tasks that need to be performed
· Key areas only - a detailed list of tasks will be further
developed at a later time
Your submission should be at least 3 pages in length

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Project CharterProject Charter DocumentProject Name.docx

  • 1. Project Charter Project Charter Document Project Name: Department: Focus Area: Product/Process: Prepared By Document Owner(s) Project/Organization Role Project Charter Version Control Version Date Author Change Description [Replace this text with the name of the Document Owner.] Document created TABLE OF CONTENTS 1PROJECT CHARTER PURPOSE3
  • 2. 2PROJECT EXECUTIVE SUMMARY3 3PROJECT OVERVIEW3 4PROJECT SCOPE3 4.1Goals and Objectives3 4.2Project Estimated Costs & Duration4 5PROJECT CONDITIONS4 5.1Project Issues4 5.2Project Risks4 6Project Structure Approach5 7Project Team Organization Plans5 8PROJECT REFERENCES5 9APPROVALS5 PROJECT CHARTER PURPOSE [Replace the following text with your own statement of the Project Charter Purpose, or use the provided sample text.] The project charter defines the scope, objectives, and overall approach for the work to be completed. It is a critical element for initiating, planning, executing, controlling, and assessing the project. It should be the single point of reference on the project for project goals and objectives, scope, organization, estimates, work plan, and budget. In addition, it serves as a contract between the Project Team and the Project Sponsors, stating what will be delivered according to the budget, time constraints, risks, resources, and standards agreed upon for the project. PROJECT EXECUTIVE SUMMARY [Replace this text with a high-level view of: · project goals · objectives · scope · assumptions · risks · costs · timeline · approach
  • 3. · organization] PROJECT OVERVIEW [Replace this text with the rationale and business justification for undertaking this project.] PROJECT SCOPEGoals and Objectives Goals Objectives [Replace this text with Project Goals. For example: The project will provide an improved system for managing product returns.] [Replace this text with Objectives for each Goal. For example: 1. Develop a system by June that tracks an end-to-end process for 100% of product returns. 2. Integrate new system with Sales in order to improve customer satisfaction 40% by year end.]Project Estimated Costs & Duration Project Milestone Date Estimate Deliverable(s) Included Confidence Level [Milestone 1] [mm/dd/yy] [Deliverable 1] [Deliverable 2] [High/Medium/Low] [Milestone 2] [mm/dd/yy] [Deliverable 1] [Deliverable 2] [High/Medium/Low] PROJECT CONDITIONSProject Issues Priority Criteria 1 − High-priority/critical-path issue; requires immediate follow-
  • 4. 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 1 [mm/dd/yy] [Issue 1 description] [Replace this text with Status and Proposed or Actual Resolution.] 2 [mm/dd/yy] [Issue 2 description] [Replace this text with Status and Proposed or Actual Resolution.]Project Risks # Risk Area Likelihood Risk Owner Project Impact-Mitigation Plan 1 [Project Risk] [High/Medium/Low]
  • 5. [Replace this text with a description of the Mitigation Plan.] 2 [Project Risk] [High/Medium/Low] [Replace this text with a description of the Mitigation Plan.] 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?] 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.]
  • 6. PROJECT REFERENCES Milestone Deliverable [Name of Document/Reference] [Description with available hyperlinks] APPROVALS Prepared by __________________________________ Project Manager Approved by __________________________________ Project Sponsor __________________________________ Executive Sponsor __________________________________ Client Sponsor Confidential Document1 Last printed on 3/23/2004 11:48:00 AM Confidential Page 2 1/28/2018 Defining the Project Consider the initial scenario for Sidney Park Health System, in addition to the following information:
  • 7. · Outsourcing costs are currently estimated at $25,000 per year. Reduce outsources costs by 50% · Have no open coding positions - a vacancy rate of 0% · Increase coding productivity by 20% · Reduce annual loss by 50% · Currently losing $12 million per year · Improve timeliness and turn-around time · Code inpatient records within four days of discharge and outpatient records within five days of the visit · Overall timeline for project is 18 months · Executive management has set cost limits at: Project Activity Estimated Cost Project Administration & Management $12,000 Exploration of new product $5,000 Development and communication of new policies and Procedures $5,000 Set-up and Training $14,000 Program Implementation $8,000 New Hardware $30,000 New Software $50,000 Your written assignment of the project definition should include the following sections: 1. Project Scope 1. Project Deliverables
  • 8. 2. Estimated Schedule · In general only - a detailed schedule will be further developed at a later time 3. Estimated Costs · In general only - detailed costs will be further developed at a later time 4. Tasks: List of tasks that need to be performed · Key areas only - a detailed list of tasks will be further developed at a later time Your submission should be at least 3 pages in length