This document provides a project charter for a relocation study to examine consolidating a company's seven manufacturing sites into one location. The summary is: 1) The company needs to study potential locations, get employee input, and analyze costs to decide whether to consolidate its seven plants. 2) The study will identify at least two potential locations, involve employees, and provide a recommendation to management. 3) The report will be completed by March 1 within the planning budget.

1. EXAMPLE PROJECT CHARTER - PAGE 1
Version No.: 1
Project Name: Relocation Study Date: September 5, 1990
Current Name Phase: None Number: 111-90
Project Manager: Joan McLean Telephone #: 919-0001
Division Functional Director: Jim Logan Telephone #: 919-0002
Project Sponsor: Joanne Kline Telephone #: 919-0003
PROJECT DEFINITION
CORPORATE PROJECT PURPOSE:
Because the company is currently considering the possible consolidation of its seven manufacturing sites into one location,
it needs more complete information on locations, employee opinions and costs to make a decision.
CRITICAL SUCCESS FACTORS:
1. Identify a minimum of two potential locations
2. Involvement of employees
PROJECT GOALS:
1. To provide corporate management with sufficient information upon which to decide whether to consolidate the company
into one site.

2. PROJECT STRATEGY
1. Involve all departments in the research
2. To be open with the employees and other interested stakeholders about the project and its goals.
COMMUNICATIONS STRATEGY
1. To develop a process to solicit employee input
2. To provide reports on the results of the employee survey process, and the two selected sites
3. To provide a recommendation to senior management on the preferred site
END PRODUCTS: A study report which
-identifies and justifies a location which provides the best rationalization of all operations
-provides a view of employees attitudes towards consolidation
-provides and economic analysis of such a consideration
KEY INTERIM PRODUCTS:
1. Location Short List Study Report
2. Employee Attitude Study Report
PROJECT SCOPE
Project Scope Is (Includes): Project Scope Is Not (Does Not Include):
1. Study is to determine options 1. A decision to relocate
2. Will include employee options 2. Preconceive a possible location

3. EXAMPLE PROJECT CHARTER - PAGE 2
PARAMETERS
PROJECT OBJECTIVES
SCHEDULE:
Project to be completed by March 1
BUDGET:
To be determined
KNOWN CONSTRAINTS:
RESOURCES:
To be determined

4. OTHER:
The company desires to retain as many employees as possible and there will probably be some resistance to moves.
BEGINNING ASSUMPTIONS:
1. There is a business need to consolidate operations.
2. That any decisions should be made in time for rational decision to be made concerning two major leases coming up for
renewal in two years.
RISK ASSESSMENT: (High, Medium, Low)
Probability Impact
External Risk
Political Risk: Provincial and local political pressures to protect current plants H M
Market Risk: Potential image of service disruption if consolidation goes forward M H
Internal Risk

5. Schedule Risk: TBD
Budget Risk: TBD
Technical Risk: TBD
Other Risk: Employee resistance to consolidation H M
EXAMPLE PROJECT CHARTER - PAGE 3
PROJECT ORGANIZATIONAL IMPACTS
PROJECT PLANNING TEAM
NAME ORGANIZATION & TELEPHONE
Joan McLean Facilities Management 919-0001
John Lyle Facilities Management 919-2323
Susan Anderson Human Resources 919-3333
Jim King Manufacturing 374-5574
ORGANIZATIONS INVOLVED IN PROJECT EXECUTION
INTERNAL: CONTACT & TELEPHONE
Facilities Jim Logan 919-0002

6. Human Resources Andrew Jones 919-3345
Legal Shirley Peterson 919-7676
Corporate Administration Nancy Lewis 919-2123
Manufacturing Joe Rayner 374-9087
Research Ann Lane 374-1867
Engineering Steve Matthews 374-9854
Marketing Eileen Kemp 919-1008
EXTERNAL: CONTACT & TELEPHONE
Real Estate Companies To be determined
ORGANIZATIONS IMPACTED BY THE PROJECT
INTERNAL: CONTACT & TELEPHONE
All departments of the company
EXTERNAL: CONTACT & TELEPHONE
To be determined
REPORTING RELATIONSHIPS:

7. SENIOR MANAGEMENT
1. President and the Senior Management Committee will require interim reports during the project.
2. Project Sponsor will be briefed monthly. The PM will report directly to the Project Sponsor for project schedule and financial
authority.
FUNCTIONAL MANAGEMENT
1. The PM will report to the Director of Facilities Management for FM resources and administrative authority.
2. All Department heads to receive the PM's monthly report.
POTENTIAL PROJECT PRIORITY
TYPE PROJECT STRATEGIC (X ) OPERATIONAL ( ) LOCAL ( )
POTENTIAL PRIORITY: HIGH (X ) MEDIUM ( ) LOW ( )
USER/CLIENT RESPONSIBILITIES
Department Director:
1. Encourage all employees to participate in the employee survey.

8. EXAMPLE PROJECT CHARTER - PAGE 4
COMPLETION CRITERIA
1. Report of feasibility and recommendations has been delivered and approved by corporate management.
PROJECT PLANNING PARAMETERS
DATE PLANNING COMPLETION DUE: September 15, 1990
ESTIMATED PLANNING BUDGET: $12,000
SIGN OFF
SUBMITTED FOR PLANNING SIGNATURE DATE
PROJECT MANAGER
FUNCTIONAL MANAGER
SPONSOR