1. Safety First and Always
Project Name
Project Charter
Executive Sponsors (SVP or SVP / VP):
Short Description of Project:
Supports Corporate Goal (rank numerically if selecting more than one):
___ Financial Strength ___ Customer Experience __ Reliable Energy Delivery Network
___ Operational Efficiency ___ Workplace Engagement __ Positive Company Image __ Make Safety a Priority
Project Complexity (choose one):
_____ Simple (short term, not cross-functional, 1-2 persons)
_____ Focused (< 6 mos., < 8 people, little cross-org integration)
_____ Full-Scale (up to 18 months, cross-organizational, critical integration points)
_____ Complex (portfolio of several projects, cross-organizational, critical integration points)
Project Uncertainty (choose one):
Traditional (clearly defined goal & approach) _____ Adaptive (clearly defined goal, unclear approach) _____
Discovery (unclear goal, clear approach) _____ Extreme (unclear goal & approach) _____
Business Background and Impact
Background of Project
Problem Statement:
Business Need:
Business Benefit:
- A
- B
- C
- D
Description of Current State:
Description of Proposed Future State:
End State Process Owner:
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2. Safety First and Always
Project Name
Project Charter
High Level Project Boundaries
Project Scope:
Provide a description of the project activities to be accomplished. This is often best done in an In-Frame/Out-of-Frame
approach to clarify project boundaries.
In Frame (in scope) Out of Frame (out of scope)
List activities / focus areas that are included in the scope of this
team’s work
Clarify activities / focus areas that could be
assumed to be part of the scope, but are not.
Potential Labor Impact:
High Level Cost Estimate for Project:
Items to Fund Estimate
High Level Obstacles & Risks for Project:
Risk or Obstacle Mitigation Plan
Dependencies on events, other projects, or other organizations:
Proposed Success Metrics:
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3. Safety First and Always
Project Name
Project Charter
Project Details
Participants in Project:
Role Name General Resource Needs
Sponsor Provide leadership and decision making as
required.
Steering Committee - Lead Coordinate and attend weekly meetings as
well as make decisions as required.
Steering Committee Attend weekly meetings and make decisions
as required.
Impacted by Project (key stakeholders):
Roles & Responsibilities Name Win
Project Plan: Key Milestones & Expected Completion Date:
Milestones Key Deliverable (if applic.) Responsibility Timeframe
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
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4. Safety First and Always
Project Name
Project Charter
Communication Plan:
Target Audiences What We Want Them to
Know
When How
.
Approvals
Sponsor approval required. Approvals by others are optional and can be added below. Several options for the method of
“signature” exist, including a physical signature on a hard copy of this document, via email attachment, etc.
Title:
Role: Sponsor
Date:
Name:
Signature:
Revision History
Version/Date Description of Change
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