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Project Charter 
A. General Information 
Provide basic information about the project including: Project Title – The proper name used to 
identify this project; Project Working Title – The working name or acronym that will be used for 
the project; Project Manager – manager who will be in charge of managing the project; Project 
Sponsor – The executive that will be responsible for direction of the project; Prepared by – The 
person(s) preparing this document. 
Project Title: Project Working 
Title: 
Project 
Manager: Project Sponsor: 
Project 
Prepared By: 
Client: 
B. Project Overview 
Included are a brief description for each section along with an explanation of the contents of the 
section and/or the rationale for including that section in the Project Charter. 
I. Identification: Identify the formal name and any associated acronyms or abbreviations for the 
project, the project team, and the product. 
II. Project Background: Provide background information about how and why the project was 
initiated. 
III. Purpose / Business Need: A brief description of the project should be provided. This should 
describe in business terms the reason for the project and the overall timing and expectations. 
IV. Project Scope: Identify boundaries of the project with respect to the project scope and the 
product/service scope. The product scope defines the spectrum of features and functionality that 
will be delivered and the limits that have been imposed in order to control the release or delivery 
of the product or service (what the project will accomplish). 
V. Project Objectives: Identify the overall objectives for the project. 
VI. Sponsorship & Ownership: Identify the project sponsorship and final product ownership. 
This should include a listing of sponsoring stakeholders. 
VII. References: Identify any other documents pertinent to the project. 
VIII. Terminology: Define any unique or significant terms and/or acronyms that will be 
commonly used within the project. 
C. Project Approach Section 
A brief description of the project approach should be included. Provide a high-level overview of 
the project approach, project team structure, and project plan.
I. Project Deliverables and Quality Objectives: Provide a list of major and key 
deliverables that will be generated during and on completion of the project. Identify key 
milestones. For each deliverable, provide a description of its quality objectives in terms 
of output quality and approval requirements. 
II. Organization and Responsibilities: This section identifies the required Project 
Team and, taking the project skill requirements into account, assigns roles and 
responsibilities to named individuals. At a minimum, this section should address the 
Business Leader, Project Manager, and the Executive Committee. 
III. Reporting, Oversight, & Review: Reporting relationships and project interfaces 
should be described within this section. Identify required approvals and interfaces with 
organizations such as procurement. 
IV. Dependencies: Any dependencies outside of the Project Manager's direct control, 
or outside of the scope of the project (but which may influence the project success) 
should be identified. 
V. Plans for Support Activities: Plans for project support activities are described here. 
VI. Project Facilities and Resources: The project's requirements for facilities and 
resources are described here. 
VII. Risk Management: Any risks associated with the project and the actions that can 
be taken during the project to minimize the risks need to be identified. 
VIII. Process Options and Deviations: A defined Project Management Methodology 
and Systems Development Life Cycle Methodology should be identified by reference in 
this section. 
IX. Process Stages: A description of the project life cycle should be detailed here. For 
each life cycle phase, applicable procedures, methods, and standards should be 
referenced or identified. 
X. Project Control: Project control explains the methods and processes that will be 
implemented to assist the Project Manager in identifying project progress and 
communicating that progress to the project team, project sponsor, and project 
stakeholders. This section should also identify the methods and policies to be used for 
project scope control, issue management, and change and configuration management.
Project Approach Section Continued 
A brief description of the project approach should be included. Provide a high-level overview 
of the project approach, project team structure, and project plan. 
D. Ap 
XI. Quality Assurance and Control Activities: Quality assurance and control 
activities relate to both the project management processes and deliverables, and the 
product development processes and deliverables. A list of the quality reviews and 
quality tests that will be carried out during the project should be included. 
XII. Project Schedule: Include a high-level schedule for the project. 
XIII. Project Cost Estimate: This section outlines the estimated project cost 
proval Section 
This section identifies the names and roles of the major project stakeholders and indicates their 
approval of the project charter. 
Signatures are included in this section. 
E. Appendices 
Changes to the original Project Charter must be signed by the appropriate parties and included in 
this section. 
Other appendices should include a fully developed and completed business case, 
additional agreements, and other documents related to project scope, cost, and 
schedule.

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Project Charter Outlines Goals, Roles & Approaches

  • 1. Project Charter A. General Information Provide basic information about the project including: Project Title – The proper name used to identify this project; Project Working Title – The working name or acronym that will be used for the project; Project Manager – manager who will be in charge of managing the project; Project Sponsor – The executive that will be responsible for direction of the project; Prepared by – The person(s) preparing this document. Project Title: Project Working Title: Project Manager: Project Sponsor: Project Prepared By: Client: B. Project Overview Included are a brief description for each section along with an explanation of the contents of the section and/or the rationale for including that section in the Project Charter. I. Identification: Identify the formal name and any associated acronyms or abbreviations for the project, the project team, and the product. II. Project Background: Provide background information about how and why the project was initiated. III. Purpose / Business Need: A brief description of the project should be provided. This should describe in business terms the reason for the project and the overall timing and expectations. IV. Project Scope: Identify boundaries of the project with respect to the project scope and the product/service scope. The product scope defines the spectrum of features and functionality that will be delivered and the limits that have been imposed in order to control the release or delivery of the product or service (what the project will accomplish). V. Project Objectives: Identify the overall objectives for the project. VI. Sponsorship & Ownership: Identify the project sponsorship and final product ownership. This should include a listing of sponsoring stakeholders. VII. References: Identify any other documents pertinent to the project. VIII. Terminology: Define any unique or significant terms and/or acronyms that will be commonly used within the project. C. Project Approach Section A brief description of the project approach should be included. Provide a high-level overview of the project approach, project team structure, and project plan.
  • 2. I. Project Deliverables and Quality Objectives: Provide a list of major and key deliverables that will be generated during and on completion of the project. Identify key milestones. For each deliverable, provide a description of its quality objectives in terms of output quality and approval requirements. II. Organization and Responsibilities: This section identifies the required Project Team and, taking the project skill requirements into account, assigns roles and responsibilities to named individuals. At a minimum, this section should address the Business Leader, Project Manager, and the Executive Committee. III. Reporting, Oversight, & Review: Reporting relationships and project interfaces should be described within this section. Identify required approvals and interfaces with organizations such as procurement. IV. Dependencies: Any dependencies outside of the Project Manager's direct control, or outside of the scope of the project (but which may influence the project success) should be identified. V. Plans for Support Activities: Plans for project support activities are described here. VI. Project Facilities and Resources: The project's requirements for facilities and resources are described here. VII. Risk Management: Any risks associated with the project and the actions that can be taken during the project to minimize the risks need to be identified. VIII. Process Options and Deviations: A defined Project Management Methodology and Systems Development Life Cycle Methodology should be identified by reference in this section. IX. Process Stages: A description of the project life cycle should be detailed here. For each life cycle phase, applicable procedures, methods, and standards should be referenced or identified. X. Project Control: Project control explains the methods and processes that will be implemented to assist the Project Manager in identifying project progress and communicating that progress to the project team, project sponsor, and project stakeholders. This section should also identify the methods and policies to be used for project scope control, issue management, and change and configuration management.
  • 3. Project Approach Section Continued A brief description of the project approach should be included. Provide a high-level overview of the project approach, project team structure, and project plan. D. Ap XI. Quality Assurance and Control Activities: Quality assurance and control activities relate to both the project management processes and deliverables, and the product development processes and deliverables. A list of the quality reviews and quality tests that will be carried out during the project should be included. XII. Project Schedule: Include a high-level schedule for the project. XIII. Project Cost Estimate: This section outlines the estimated project cost proval Section This section identifies the names and roles of the major project stakeholders and indicates their approval of the project charter. Signatures are included in this section. E. Appendices Changes to the original Project Charter must be signed by the appropriate parties and included in this section. Other appendices should include a fully developed and completed business case, additional agreements, and other documents related to project scope, cost, and schedule.