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<Project Name>
Date Version Document Revision Description Presented by
The businesscase isrecommendedfor<projectName>initiative
Approval
Date
Approver Role Approver
1. Executive Summary
Thissectiondescribesthe overallsummaryof projectsi.e.Objectives,Risks,Costandbenefits.
The summaryshouldbe no longerthanone page.
SpecificCurrencytype shouldbe maintainedinthe Charter
Cost BenefitAnalysis($) V0 V1 V2 V3 Total
Capital Costs
Expense Costs
Resource Costs
Total One-timecosts
Total OngoingCosts:
Total Costs
BenefitTotal
NetBenefit
NetPresentValue (NPV)
More Detailsof Cost BenefitAnalysiscanbe mentionedinSection10.
2. Introduction
Thissectiondescribeshighlevelillustrationof projectsummary.If the projectissubsetof
multiple project,overviewof mainprojectalongwithsubsetprojectsshouldbe provided.
2.1. Historyof the project
Thissectiondescribesthe detailsof problemstatementwhythe projectshouldbe executed
and implicationsof notcompletingthe project
2.2. Purpose/Objective
Thissectionisusedto describe the objective whichare trackedbystakeholdersand
decisionmakers.
2.3. ProjectScope
Thissectionincludesthe listof deliverablestobe producedwithinthe scope.
# BusinessFunctionality
1 < Functionalitytobe delivered>
2 < Functionalitytobe delivered>
# Technical Functionality
1 < Functionalitytobe delivered>
2 < Functionalitytobe delivered>
2.3.1.Out of the Scope
Thissectionincludesthe listof deliverablesnotincludedinthe scope.
3. BusinessJustification
Thissectiondescribesanyinternal andexternal considerationsthat will influence the needfor
executingthe project.
3.1. StrategicAlignment
The listof goalsisdescribedassignedasperthe priorityandbusinessareatobe affected.
# Goal Priority FocusBusiness
Area
Comments
1 < Goal
description>
< High,
Medium, low,
Not
Applicable>
2 < Goal
description>
< High,
Medium, low,
Not
Applicable>
4. Impact andConstraints
4.1. Risks
Thissectiondescribesthe significantrisksassociatedwithexecutionof the project.
Risk Severity Mitigation
<RiskDescription> <High, Medium, Low>
4.2. Assumption
The FollowingCircumstancesandOutcomes,whichif takenforgrantedinthe absence of
concrete information,will have aneffectonthisproject.
1. <AssumptionDescription>
2. <AssumptionDescription>
4.3. Constraints
The followinglimitationsandrestrictionsmustbe takenintoconsiderationpriortothe
executionof thisproject.
1. < ConstraintDescription>
2. <ConstraintDescription>
4.4. Dependencies
The followingprecedingelementmustbe inplace priorto the executionof the project
1. < DependenciesDescription>
2. <DependenciesDescription>
5. Timing/Schedules
Thisincludesthe implementationWBS(WorkBreakdownstructure) withmultiple phaseswith
respective targetdates.
ImplementationPhase Target Date (Month,Year)
< Specifythe Name of the Phase> <Specifythe deliverymonth,year>
< Specifythe Name of the Phase> <Specifythe deliverymonth,year>
5.1. Milestones
KeyMilestones/Deliverablesthatwill be usedtomeasure the projectsuccess/failure.
Deliverable Target Date Success Metric
<DeliverableName> < DeliverabletargetDate> < Specifyhow successis
measured>
6. Financial Statement
Indicate the differentfundingsourcesthathave beenallocatedtoprojectswithinapproved
budget.If necessaryinclude the provide detailswhere fundingisnotallocated.
6.1. FundingSource
Fundingprovidedeachyearwithrespectivebusinessareaandthe budgetsource where
fundingtobe drawn.
6.2. Financial Assumptions
Complete detailsof assumptionsmade duringthe sensitivityanalysisandused duringthe
financial analysiswithinthe differentareasof businesscanbe mentioned.
7. ProjectStructure
< Documentthe controlsandmechanismsputinplace to ensure compliancewithrulesand
regulationsof howthe projectfunctions.Representationof differentlevelsthroughoutthe
organizationshouldbe specifiedandtheirrespectivebusinessareas.Complete detailsaboutthe
governance structure canbe documented.>
7.1. Contact Persons
The specificpersonwhoshouldbe contactedforquestionsregarding the contentof this
document.
Name Title Email Phone No
8. AlternativeAnalysis
Describe alternative recommendationsduringthe executionof the projectandtheirimpactin
particularbusinessareaorwhynot consideredduringexecution.
9. Rolesand Responsibilities
Dependingthe Organizationrolesandresponsibilitiesmayvary.
ProjectRole Responsibility Assignedto
ProjectSponsor
ProjectManager
Team Leader
BusinessAreaTeamLeader
ProcurementOfficer
Financial Officer
BusinessAnalyst
ProjectManagementOfficer
SubjectMatter Expert(SME)
Seniorreview Board
Executive SteeringCommittee
10. SensitivityAnalysis
Provide detailsaboutthe bestandworst-case scenariosidentifiedduringthe sensitivityanalysis.
Complete detailsof NPV cabbe presented.

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Project charter

  • 1. <Project Name> Date Version Document Revision Description Presented by The businesscase isrecommendedfor<projectName>initiative Approval Date Approver Role Approver
  • 2. 1. Executive Summary Thissectiondescribesthe overallsummaryof projectsi.e.Objectives,Risks,Costandbenefits. The summaryshouldbe no longerthanone page. SpecificCurrencytype shouldbe maintainedinthe Charter Cost BenefitAnalysis($) V0 V1 V2 V3 Total Capital Costs Expense Costs Resource Costs Total One-timecosts Total OngoingCosts: Total Costs BenefitTotal NetBenefit NetPresentValue (NPV) More Detailsof Cost BenefitAnalysiscanbe mentionedinSection10. 2. Introduction Thissectiondescribeshighlevelillustrationof projectsummary.If the projectissubsetof multiple project,overviewof mainprojectalongwithsubsetprojectsshouldbe provided. 2.1. Historyof the project Thissectiondescribesthe detailsof problemstatementwhythe projectshouldbe executed and implicationsof notcompletingthe project 2.2. Purpose/Objective Thissectionisusedto describe the objective whichare trackedbystakeholdersand decisionmakers. 2.3. ProjectScope Thissectionincludesthe listof deliverablestobe producedwithinthe scope. # BusinessFunctionality 1 < Functionalitytobe delivered> 2 < Functionalitytobe delivered> # Technical Functionality 1 < Functionalitytobe delivered> 2 < Functionalitytobe delivered> 2.3.1.Out of the Scope Thissectionincludesthe listof deliverablesnotincludedinthe scope.
  • 3. 3. BusinessJustification Thissectiondescribesanyinternal andexternal considerationsthat will influence the needfor executingthe project. 3.1. StrategicAlignment The listof goalsisdescribedassignedasperthe priorityandbusinessareatobe affected. # Goal Priority FocusBusiness Area Comments 1 < Goal description> < High, Medium, low, Not Applicable> 2 < Goal description> < High, Medium, low, Not Applicable> 4. Impact andConstraints 4.1. Risks Thissectiondescribesthe significantrisksassociatedwithexecutionof the project. Risk Severity Mitigation <RiskDescription> <High, Medium, Low> 4.2. Assumption The FollowingCircumstancesandOutcomes,whichif takenforgrantedinthe absence of concrete information,will have aneffectonthisproject. 1. <AssumptionDescription> 2. <AssumptionDescription> 4.3. Constraints The followinglimitationsandrestrictionsmustbe takenintoconsiderationpriortothe executionof thisproject. 1. < ConstraintDescription> 2. <ConstraintDescription> 4.4. Dependencies The followingprecedingelementmustbe inplace priorto the executionof the project 1. < DependenciesDescription> 2. <DependenciesDescription>
  • 4. 5. Timing/Schedules Thisincludesthe implementationWBS(WorkBreakdownstructure) withmultiple phaseswith respective targetdates. ImplementationPhase Target Date (Month,Year) < Specifythe Name of the Phase> <Specifythe deliverymonth,year> < Specifythe Name of the Phase> <Specifythe deliverymonth,year> 5.1. Milestones KeyMilestones/Deliverablesthatwill be usedtomeasure the projectsuccess/failure. Deliverable Target Date Success Metric <DeliverableName> < DeliverabletargetDate> < Specifyhow successis measured> 6. Financial Statement Indicate the differentfundingsourcesthathave beenallocatedtoprojectswithinapproved budget.If necessaryinclude the provide detailswhere fundingisnotallocated. 6.1. FundingSource Fundingprovidedeachyearwithrespectivebusinessareaandthe budgetsource where fundingtobe drawn. 6.2. Financial Assumptions Complete detailsof assumptionsmade duringthe sensitivityanalysisandused duringthe financial analysiswithinthe differentareasof businesscanbe mentioned. 7. ProjectStructure < Documentthe controlsandmechanismsputinplace to ensure compliancewithrulesand regulationsof howthe projectfunctions.Representationof differentlevelsthroughoutthe organizationshouldbe specifiedandtheirrespectivebusinessareas.Complete detailsaboutthe governance structure canbe documented.> 7.1. Contact Persons The specificpersonwhoshouldbe contactedforquestionsregarding the contentof this document. Name Title Email Phone No 8. AlternativeAnalysis
  • 5. Describe alternative recommendationsduringthe executionof the projectandtheirimpactin particularbusinessareaorwhynot consideredduringexecution. 9. Rolesand Responsibilities Dependingthe Organizationrolesandresponsibilitiesmayvary. ProjectRole Responsibility Assignedto ProjectSponsor ProjectManager Team Leader BusinessAreaTeamLeader ProcurementOfficer Financial Officer BusinessAnalyst ProjectManagementOfficer SubjectMatter Expert(SME) Seniorreview Board Executive SteeringCommittee 10. SensitivityAnalysis Provide detailsaboutthe bestandworst-case scenariosidentifiedduringthe sensitivityanalysis. Complete detailsof NPV cabbe presented.