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PROJECT CHARTER
This charter serves as a focus point/ reference for the future of the project, throughout the project.
It includes, scope, objectives, participants in the project, and a preliminary definition of roles and
responsibilities.

1: PROJECT + CLIENT                                                                                      6: TEAM MEMBERS                                                                                              7: MEETINGS
    Project Name|
    Client/Division|                                                                                       Core Team Members
    Project Duration|

2: PROBLEM / OPPORTUNITY
    State the challenge




3: PROJECT GOALS & SCOPE
    Identify the goals and scope of the project                                                            Interlocks to other
                                                                                                           Departments	




4: ASSUMPTIONS/CONSTRAINTS                                                                               8. TIME LINE
    What are the assumptions and constraints                                                                                August                                       September                                                    October                                          November
    What are the risks to the project                                                                         w1            w2           w3         w4          w5             w6         w7           w8             w9       w 10         w 11         w 12         w 13         w 14         w 15      w 16

                                                                                                           Immersion & Kick-Off (1.5)
                                                                                                                             M
                                                                                                           Team formation, project charter, staff
                                                                                                           and work team meetings

                                                                                                                              Research Initial Mapping (2.5)
                                                                                                                                               M
                                                                                                                              Observational research, one on one interviews,
                                                                                                                              work flow analysis, user need identification

                                                                                                                                                             Validation (1)
                                                                                                                                                                 M


5: QUALITY INDICATORS
                                                                                                                                                             Session with work team to validate high level map
                                                                                                                                                             and start to identify opportunity areas. Exec check in

                                                                                                                                                                          Research & Co-creation (10)

    What we will measure to gage improvement….
                                                                                                                                                                               Research &              Research &               Research &               Research &               Research &
                                                                                                                                                                               Co-creation             Co-creation              Co-creation              Co-creation              Co-creation
                                                                                                                                                                                                M                          M                       M                        M                        M


                                                                                                                                                                         Based on the discoveries from the initial mapping and validation phase we will plan a series of iterative deep-dives to gather
                                                                                                                                                                         information and co-create solutions around unmet needs. The number and length of these deep-dives will depend on the
                                                                                                                                                                         needs uncovered. The work team will meet at least once during each deep-dive for a co-creation session.

                                                                                                                                                                                                                                                                                         Final Deliverable (1)
                                                                                                                                                                                                                                                                                                          M



                                                                                                                                                                                                                                                                          M     Work Team Meeting
                                                                                                                                                                                                                                                                                Executive Check-in

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Charter example

  • 1. PROJECT CHARTER This charter serves as a focus point/ reference for the future of the project, throughout the project. It includes, scope, objectives, participants in the project, and a preliminary definition of roles and responsibilities. 1: PROJECT + CLIENT 6: TEAM MEMBERS 7: MEETINGS Project Name| Client/Division| Core Team Members Project Duration| 2: PROBLEM / OPPORTUNITY State the challenge 3: PROJECT GOALS & SCOPE Identify the goals and scope of the project Interlocks to other Departments 4: ASSUMPTIONS/CONSTRAINTS 8. TIME LINE What are the assumptions and constraints August September October November What are the risks to the project w1 w2 w3 w4 w5 w6 w7 w8 w9 w 10 w 11 w 12 w 13 w 14 w 15 w 16 Immersion & Kick-Off (1.5) M Team formation, project charter, staff and work team meetings Research Initial Mapping (2.5) M Observational research, one on one interviews, work flow analysis, user need identification Validation (1) M 5: QUALITY INDICATORS Session with work team to validate high level map and start to identify opportunity areas. Exec check in Research & Co-creation (10) What we will measure to gage improvement…. Research & Research & Research & Research & Research & Co-creation Co-creation Co-creation Co-creation Co-creation M M M M M Based on the discoveries from the initial mapping and validation phase we will plan a series of iterative deep-dives to gather information and co-create solutions around unmet needs. The number and length of these deep-dives will depend on the needs uncovered. The work team will meet at least once during each deep-dive for a co-creation session. Final Deliverable (1) M M Work Team Meeting Executive Check-in