Project Charter V 2.0 Project Charter Project Name Project Number Project Team Team E Prioritization Owner(s) Start Date: November 1st, 2015 Scheduled Completion Date: January 1st, 2016 Mission/ Purpose Experience a welcoming environment of peaceful, organic growth to raise the vibrations of wellness in all aspects of life through yoga, meditation, and community engagement. Project Description and Project Product The project will create a yoga studio that welcomes all fitness levels and backgrounds to add in yoga as part of their physical practice. The studio offers a variety of universal yoga classes for everyone to get a taste of the different forms such as Hot Yoga, Vinyassa Yoga, Restorative Yoga, and Yoga Strength. The plan is to complete the work required to open the studio will include creating a business plan, identifying partners with agreements, sourcing materials, developing financial projections, identifying a location and networking resources. To complete the work we will look for partners and other instructors with complementary skill sets then divide tasks among the team. Deliverables to educate the community on the best practices of yoga will be Yoga 101 workshops, 200 RYT Certifications, Free Community Classes, Instructional Videos to practice at home and Audio Meditations to use intention setting for the yoga practice. Objectives The objective to open Sure Movements Yoga is to bring a quality transformational experience to the Batavia, St. Charles & Geneva area in IL. The Yoga practice is on the rise and the market has been saturated with diluted versions of traditional yoga. Business Objectives: · By June 2016 have critical mass met of 100 members · Run first teacher training program in Oct 2016 with a min of 6 participants · By January 2017 have profitable mass of 250 members reached and Achieve sales in excess of $60,000. · Increase customer base by 25% by the end of the second year of operation. · Increase sales by 15% by the end of the second year of operation. R - Business Need As leaders in this growing trend and healthy lifestyle our objective for Sure Movements Yoga is to assist students in the development of physical, mental, and spiritual well-being: a truly priceless health advantage. Through the principles of yoga, we teach practical skills for reducing stress and anxiety, and improving overall quality of life and provide the spiritual tools for personal empowerment. Sure Movements Yoga features certified, professional instructors, progressive teaching methods, and a non-competitive welcoming atmosphere. S - Milestones What are the key milestone dates associated with the project? Milestones may show the completion of a set of major deliverables or phases. List at least 10 milestones and provide estimated end dates for each. Milestones must have associated dates. 1. Licensing – September 2015 2. Permits – October 2015 3. Build Completion - November 2015 4. Furnished/Opera ...

1. Project Charter
V 2.0
Project Charter
Project Name
Project Number
Project Team
Team E
Prioritization
Owner(s)
Start Date:
November 1st, 2015
Scheduled Completion Date:
January 1st, 2016
Mission/ Purpose
Experience a welcoming environment of peaceful, organic
growth to raise the vibrations of wellness in all aspects of life
through yoga, meditation, and community engagement.

2. Project
Description and Project Product
The project will create a yoga studio that welcomes all fitness
levels and backgrounds to add in yoga as part of their physical
practice.
The studio offers a variety of universal yoga classes for
everyone to get a taste of the different forms such as Hot Yoga,
Vinyassa Yoga, Restorative Yoga, and Yoga Strength.
The plan is to complete the work required to open the studio
will include creating a business plan, identifying partners with
agreements, sourcing materials, developing financial
projections, identifying a location and networking resources.
To complete the work we will look for partners and other
instructors with complementary skill sets then divide tasks
among the team.
Deliverables to educate the community on the best practices of
yoga will be Yoga 101 workshops, 200 RYT Certifications, Free
Community Classes, Instructional Videos to practice at home
and Audio Meditations to use intention setting for the yoga
practice.
Objectives
The objective to open Sure Movements Yoga is to bring a
quality transformational experience to the Batavia, St. Charles
& Geneva area in IL. The Yoga practice is on the rise and the
market has been saturated with diluted versions of traditional
yoga.
Business Objectives:
· By June 2016 have critical mass met of 100 members

3. · Run first teacher training program in Oct 2016 with a min of 6
participants
· By January 2017 have profitable mass of 250 members reached
and Achieve sales in excess of $60,000.
· Increase customer base by 25% by the end of the second year
of operation.
· Increase sales by 15% by the end of the second year of
operation.
R - Business Need
As leaders in this growing trend and healthy lifestyle our
objective for Sure Movements Yoga is to assist students in the
development of physical, mental, and spiritual well-being: a
truly priceless health advantage. Through the principles of
yoga, we teach practical skills for reducing stress and anxiety,
and improving overall quality of life and provide the spiritual
tools for personal empowerment. Sure Movements Yoga
features certified, professional instructors, progressive teaching
methods, and a non-competitive welcoming atmosphere.
S - Milestones
What are the key milestone dates associated with the project?
Milestones may show the completion of a set of major
deliverables or phases. List at least 10 milestones and provide
estimated end dates for each. Milestones must have associated
dates.
1. Licensing – September 2015
2. Permits – October 2015
3. Build Completion - November 2015
4. Furnished/Operational including all supplies – December
2015
5. Grand Opening – January 2016
6. Acquire 300 Customers – December 2016

4. 7. Achieve Sales of +$60,000 – December 2016
8. Customer Database Increase of 25% - December 2017
9. Sales Increase of 15% - December 2017
10. 250k Loan Payback – January 2018
S & C - Budget
What is the estimated budget for this project? Do not research
your project cost; this is an estimate. This does not need to be
close to your project’s actual costs when your project planning
is complete in Week 6. This is an order of magnitude estimate.
Estimated Staff Labor
$48,000
Estimated Marketing/Signs
$8,300
Estimated Materials
$7,500
Estimated Contractors
$140,000
Estimated Equipment and Facilities
$46,200
Estimated Travel
$0
Total Estimated Cost
$250,000
S - User Acceptance Criteria
What are the minimum success criteria as defined by the key

5. stakeholders? How will you monitor and measure the project
quality? How will the project owners determine if the project is
a success or not? These must be detailed and measureable.
Success Criteria:
Total Project Cost doesn’t exceed the initial budget of $250k
The actual opening schedule is within 30 days of projected
grand opening of January 2016
Customer Database includes 300 clients by the end of 2016
Yoga Class capacity supports 3 instructors fulltime November
and December of 2015
Addition of 2 instructors to yoga team by Grand Opening
Development of Instructor Training Program by Grand Opening
High-Level Project Assumptions
1. The loan of $250k will cover the expenses for the build and
operations of the first year.
2. The primary investor will have a full return of their loan by
2018.
3. The ideal location would be on Randall Rd in Batavia to pull
from other surrounding highly populated cities.
4. The 3 core instructors will produce a brand that can be passed
along to others through the teacher training program.
5. At Sure Movements Yoga the class formats and set to be safe
and highly effective workouts that also include a dogma of food
for thought.
6. The studio will have enough interest by Fall of 2016 to run a
teacher training program to make the studio a more profitable
business.
7. The critical mass to float operations is 100 members expected
to be reached by June 2016.
R - High-Level Project Constraints
1. Obtain 200 Hour Training Program instructor certification
from a Yoga Alliance affiliated institution.
* $3,000+

6. 2. Yoga Alliance Registration
* $100 registration fee
* 4 mandatory continuing education credits each
year
3. Obtain Business License
4. Obtain State Tax ID and Federal Tax ID
5. Acquire Insurance coverage.
6. Building rental leasing agreement.
* 5 year lease, first 6 months free
* 7 – 12 months $3500 each month= $21,000
Each year rent will go up by 5%
7. Business permits
* Safety and Health Standards
8. Building permits
*Building Inspections
S - Exclusions and Boundaries
1. Nutritional Supplements
2. Financing
3. Communal Partnerships
4. Client Planning
5. Facility Maintenance
6. Daily Hassles (Operational Hiccups)
7. Miscellaneous Expenses
8. Exit Strategy
9. Apparel/Equipment Sales
Major Risks
1. Yogi Construction has all the resources to build the inside of
the studio with budget.
2. The stakeholders are vulnerable to the construction timeline.

7. Each day of construction an overhead is still due without any
money coming in.
3. Permits from the city are required for every step and have
various costs and fines if not followed properly.
4. The build out is a large cost to the stakeholders of SMY and
the building owners lacks high risk.
5. The building owner still receives rent come month six even if
the studio is not functional.
6. The bank loan is at a very large risk so the interest rate is
much higher for a fitness facility.
7. The transition of instructors relying on a paycheck of SMY
puts pressure on the stakeholders to keep construction
accountable for an expected timeline.
KEY STAKEHOLDERS
Project Manager Authorty Level
Project Core Team
Finance
Quality
Contractors
Inspectors
Instructors
Marketing
Subject Matter Experts (SMEs)
Yogi Construction includes plumbing, electric, build and
operational equipment

8. Fast Signs exterior signs on monument, can lighting & window
clings with company logo and slogan.
Mind Body Online includes the set-up of class schedules, retail
and customer interactions
APPROVALSType NameSignatureDate
Project Manager Approval
11/5/15
Customer/Sponsor Approval
11/5/15
Project Charter
V 2.0
Project Charter

9. Project Name
Café 22
Project Number
0333
Project Manager
Prioritization
High
Owner(s)
Start Date:
Scheduled Completion Date:
Mission/ Purpose
What is your project going to accomplish? How does this
project relate to overall goals and objectives of the company? It
is part of a program or larger project?
Our mission is to cause a revolutionary shift in the way America
eats, by making wholesome, organic meals that accommodate all
types of tastes (vegan, vegetarian, gluten free, and also for
those who love meat). This is the start of our of vision to
change the way people eat on a global level by practicing
sustainability and education people on the harmful effects of
GMO’s (genetically modified organisms).

10. SOW
What will this project create? What is the product of the
project? At a high level, how do you plan on doing the work of
the project? What are the high-level deliverables for this
project?
This project will create a casual dining experience at an
affordable price. The product we are offering is 100% organic
foods, that are either grown ourselves or from local farmers.
I plan on doing the work of the project by:
• Research potential target market locations.
• Research potential local organic food suppliers.
• Purchase available restaurant building in high-traffic location
near colleges or malls.
• Establish aggressive marketing plan for advertising.
• Maintain tight controls on operating expenses.
• Maintain high customer satisfaction based on wait time, food
quality, and service levels.
The high level deliverables for this project include the great
latitude in designing and producing menu offerings from many
different world cultures. We will endeavor to procure all the
traditional, authentic ingredients necessary to hold true to these
varied and interesting cultural recipes.
Objectives
What objectives, if any, of the company is this project designed
to meet?
· To open a location in a high traffic area that has a need for an
organic restaurant.
· Establish a positive brand name within the first year, and
become profitable within 3 years.
· Promoting and expanding the restaurant as a unique and

11. delightful dining experience.
Business NeedWhy should we do this project? What will be
gained, changed, or modified? Is there a financial or business
reason to do this project? This area should contain any
feasibility studies, NPV, PI, PB, or PBD used to advance the
project.
A poll released this month by Thomson-Reuters-NPR suggests
that close to 60 percent of shoppers will choose organically
produced foods over "conventionally produced" foods if they
have the option. The younger and more educated a survey
respondent was, the more likely he or she was to gravitate to
organic.
Project Manager and Stakeholders
Who will lead this project? Who are the major stakeholders?
Christine Vest will lead this project. The restaurant will start
out as a simple sole proprietorship, owned by its founders.
Milestones
What are the key milestone dates associated with the project?
5/17/2014 – 7/1/2014 (research phase)
• 7/1/2014 – 9/1/2014 (building purchase)
• 9/1/2014 – 1/1/2015 (renovation)
• 1/15/2015 – 3/3/2015 (marketing and grand opening)
Budget
What is the order-of-magnitude budget for this project?
We expect to raise $40,000 of our own capital, and to borrow
$100,000 guaranteed by the SBA as a 10-year loan. This
provides the bulk of the start-up financing required.
User Acceptance Criteria/Quality
What are the minimum success criteria as defined by the key
stakeholders?

12. In the beginning months, income needs to be at least 20% above
the break even point.
High-Level Project Assumptions
What are the assumptions on which the project is based?
· All ingredients must be organically grown/bred
· Middle class target market
· High level of success within the first year
· Easily executable menu with a few constant items
· Fresh daily specials
High-Level Project ConstraintsWhat are the major limiting
factors that affect the project?
· A high percentage of new restaurants fail within the first
year.
· Organic food may not be available in sufficient variety or
quantity.
· Demand for service is beyond capacity as initially designed
and built.
· Permits are not obtained.
· Lawsuits against restaurant.
Exclusions and Boundaries
What are the boundaries of the project? What is to be included
and what is to be excluded from the project?
Things to be included in the project are:
· Finding a good location
· Knowing who our target market is
· Design focus for the interior
Things to be excluded from the project are:
· High crime areas
· Low income areas
· Vendors that supply GMO’s
Major Risks
What are the major risks affecting the project?

13. The major risks affecting the project are loans not being
approved by the bank, not finding a suitable location at the right
price, and finding 100% organic vendors/farmers.
KEY STAKEHOLDERS
Project Manager Authority Level
Project Core Team
Subject Matter Experts (SMEs) (include company and channel
designations if applicable)
APPROVALSType NameSignatureDate
Project Manager Approval:

14. Customer/Sponsor Approval:
Project Charter
V 2.0
Project Charter
Project Name
Project Number
Project Team
Prioritization
Owner(s)
Start Date:

15. Scheduled Completion Date:
NOTE: Remove this note and all instructions in the template for
a business professional document.
Mission/ Purpose
What is your project going to accomplish? How does this
project relate to overall strategic goals and objectives of the
company? Is it part of a program or larger project?
Project
Description and Project Product
What will this project create? What are the outcome products
being created with this project? At a high level, how do you
plan on completing the work required for this project? List at
least five high-level deliverables (outputs) that will be
generated from the execution of this project. This section will
help to prepare for your project scope and WBS later in the
course.
Objectives
What objective is this project designed to meet? List a high-
level objective statement for the overall project and at least
three to five goals required to meet this objective. These must
be measurable. For example, if an objective of the project is the
cut cost, then by how much will costs be cut?

16. Business NeedWhy should we do this project? What will be
gained, changed, or modified? Is there a financial or business
reason to do this project? Explain, in detail, how this project
will be beneficial to the project owner.
Milestones
What are the key milestone dates associated with the project?
Milestones may show the completion of a set of major
deliverables or phases. List at least 10 milestones and provide
estimated end dates for each. Milestones must have associated
dates.
Budget
What is the estimated budget for this project? Do not research
your project cost; this is an estimate. This does not need to be
close to your project’s actual costs when your project planning
is complete in Week 6. This is an order of magnitude estimate.
Estimated Labor
Estimated Materials
Estimated Contractors
Estimated Equipment and Facilities
Estimated Travel

17. Total Estimated Cost
User Acceptance Criteria
What are the minimum success criteria as defined by the key
stakeholders? How will you monitor and measure the project
quality? How will the project owners determine if the project is
a success or not? These must be detailed and measureable.
High-Level Project Assumptions
What are the assumptions on which the project is based? What
7–10 statements do you believe to be true or will become true
about the project during project execution but cannot be sure at
this time?
High-Level Project ConstraintsWhat are the major limiting
factors that affect the project? What 8–10 rules, regulations,
requirements, laws, processes, or procedures are you bound by
on this project?
Exclusions and Boundaries
What are the boundaries of the project? To ensure that your
project scope is properly constrained, identify 8–10 things that
will be excluded from the project plans. What items will be not
be included in the project?
Major Risks
What are the major risks affecting the project? List a minimum
of 7 to 10 risks. These risks must occur during the project, not
after the project finishes or before the project starts. The risks
defined should be directly associated with the project

18. implementation.
KEY STAKEHOLDERS
Project Manager Authority Level
Project Core Team
Subject Matter Experts (SMEs) (What resources will you need
with special expertise?)
APPROVALSType NameSignatureDate
Project Manager Approval

19. Customer/Sponsor Approval