<Project Name>

Project Charter
Project Manager: <your name>
Version 1.0
Date: <date completed>

- Table of Contents ______________________________________________________________________

1. PURPOSE OF PROJECT CHARTER.......................................................................................................
2. AUTHORIZATION TO PROCEED..........................................................................................................
3. EXECUTIVE SUMMARY..........................................................................................................................
4. CURRENT SITUATION.............................................................................................................................
4.1 HIGH-LEVEL REQUIREMENTS.................................................................................................................
4.2 CURRENT SITUATION ANALYSIS..............................................................................................................
5. APPROACH..................................................................................................................................................
5.1 PROJECT OBJECTIVE..............................................................................................................................
5.2 PROJECT SCOPE.....................................................................................................................................
5.3 PROJECT DELIVERABLES........................................................................................................................
5.4 PROPOSED SOLUTION.............................................................................................................................
5.5 BENEFITS..............................................................................................................................................
6. BUSINESS APPROACH AND PRICING.................................................................................................
6.1 PROJECT CHAMPION..............................................................................................................................
6.2 TEAM STRUCTURE.................................................................................................................................
6.2.1 Organization Chart...............................................................................................................................
6.2.2 Roles and Responsibilities...................................................................................................................
6.3 ESTIMATED TIMING...............................................................................................................................
6.3.1 Milestone Chart....................................................................................................................................
6.4 ESTIMATED COST..................................................................................................................................
6.5 KEY ASSUMPTIONS................................................................................................................................
6.6 RISKS AND RISK MANAGEMENT PLANS..................................................................................................
6.7 CRITICAL SUCCESS FACTORS..................................................................................................................
7. SUMMARY...................................................................................................................................................
7.1 NEXT STEPS..........................................................................................................................................
8. DOCUMENT CHANGE CONTROL........................................................................................................

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1.

Purpose of Project Charter

This document serves as an agreement of the project goals and objectives between the
Project Champion, the MIS department, and other external customers. It provides highlevel descriptions of the objectives, business benefits, scope of work, budget requirements,
timing, organization, resources, and project approach. It is a commissioning document
used as the foundation for developing the Detailed Project Plan(s) throughout the entire
lifecycle of the project.
The Project Charter will change, in some way, during the lifetime of the project; however,
it is the basis for evaluating any change and assessing impact on schedules and budgets.
The Project Charter is a stake in the ground from which the Project Team can work and
with which the Project Champion can evaluate project direction and results.

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2.

Authorization to Proceed

Signature on this page indicates written confirmation for acceptance of the project
charter and authorizes the project manager to proceed with the planning phase of
the project.

______________________________________ ______________________________________
<Project Champion>
Date
<Name>
Date
<Title>
<Department>

______________________________________ ______________________________________
Date
<Name>
Date
<Department>

______________________________________ ______________________________________
Date
Date

______________________________________ ______________________________________
Date
Date

______________________________________
Date

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3.

Executive Summary
<Paragraph Form, summarizes in words the following:
Opportunity
Solution
Benefits
Cost (Total project dollars, range)
Timing (i.e. 6 mths from authorization)>

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4.

Current Situation

4.1

High-Level Requirements

<Key Issues>
4.2

Current Situation Analysis

<High Level Findings>

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5.

Approach

5.1

Project Objective

5.2

Project Scope

5.3

Project Deliverables

5.4

Proposed Solution

5.5

Benefits

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6.

Business Approach and Pricing

This project will be developed under the guidelines of the project management, and system
development (SDP) processes. These processes utilize a standard work breakdown
structure with corresponding deliverables. Additionally, Project Management resources
will manage this project.
The project will also include the development of the system specific implementation
process.
6.1

Project Champion

6.2

Team Structure

6.2.1.1 Organization Chart

6.2.1.2 Roles and Responsibilities
6.3

Estimated Timing

6.3.1.1 Milestone Chart

Milestone

6.4

Estimated Cost

6.5

Key Assumptions

6.6

Risks and Risk Management Plans

6.7

Critical Success Factors

Estimated Completion
Date

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7.

Summary

7.1.1 Next Steps

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8.

Document Change Control

Version
1.0

Date

Description
Initial Project Charter development.

Name

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