2. project charter template

7/26/2019 2. Project Charter Template

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Project CharterTemplate


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Document Id [Document Management System #]Document Owner [Owner Name]

Issue Date [Date]

Last Saved Date [Date]

File Name [Name]

Document History

Version Issue Date Changes

[1.0] [Date] [Section, Page(s) and Text Reised]

Document Approvals

Role Name Signature Date

Project Sponsor

Project Review Group

Project Manager

ualit! Manager(i! a""ica$e)

Procurement Manager(i! a""ica$e)

"ommunications Manager(i! a""ica$e)

Project O##ice Manager(i! a""ica$e)

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Table of Contents

TEMPLATEGUIDE....................................................................................1

1 EECUTI!E"UMMA#$.........................................................................%

% P#&'ECTDE(I)ITI&)..........................................................................%

2.1 VISION..................................................................................................................................22.2 OBJECTIVES...........................................................................................................................22.3 SCOPE..................................................................................................................................32.4 DELIVERABLES........................................................................................................................3

* P#&'ECTGA)I"ATI&).....................................................................+

3.1 CUSTOMERS..........................................................................................................................43.2 STAKEHOLDERS......................................................................................................................43.3 ROLES..................................................................................................................................53.4 RESPONSIBILITIES....................................................................................................................53.5 STRUCTURE...........................................................................................................................7

+ P#&'ECTPLA).................................................................................,

4.1 APPROACH.............................................................................................................................84.2 OVERALLPLAN.......................................................................................................................84.3 RESOURCEPLAN.....................................................................................................................94.4 FINANCIALPLAN...................................................................................................................104.5 UALIT!PLAN......................................................................................................................10

- P#&'ECTC&)"IDE#ATI&)".................................................................11

5.1 RISKS.................................................................................................................................115.2 ISSUES................................................................................................................................115.3 ASSUMPTIONS......................................................................................................................12

5.4 CONSTRAINTS......................................................................................................................12

APPE)DI.....................................................................................1%

".1 SUPPORTIN#DOCUMENTATION................................................................................................12

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Template Gui/e

What is a Project Charter?

% P&o'ect a&te& is a document *ic outines te "u&"ose o! te "&o'ect, te *ay te"&o'ect *i $e st&uctu&ed and o* it *i $e success!uy im"emented. +t desc&i$es te"&o'ect -ision, o$'ecties, sco"e and deie&a$es (i.e. *at *e ae to aciee)

Staeode&s, &oes and &es"onsi$iities (i.e. *o *i tae "a&t in it)

Resou&ce, !inancia and /uaity "ans (i.e. o* it *i $e unde&taen).

Te P&o'ect a&te& may aso $e &e!e&&ed to as a Te&ms o! Re!e&ence (TR)2 o& P&o'ectDe!inition Re"o&t (PDR)2.

When do I use a Project Charter?

Te P&o'ect a&te&is usuay "&esented $y Senio& Management *itin te $usiness to anidenti!ied 3usiness S"onso&. +t is com"eted a!te& te 3usiness ase and 4easi$iity Studyae $een a""&oed $ut $e!o&e te P&o'ect Team is !o&may a""ointed.

4u&te&mo&e

Te P&o'ect a&te& de!ines te $ounda&ies !o& te "&o'ect. +t desc&i$es in detai te

sco"e o! te "&o'ect, *itin *ic a deie&a$es must $e "&oduced. %ctiities soud $eunde&taen outside te de!ined sco"e o! te "&o'ect ony i! a aid 5cange &e/uest !o&m6as $een a""&oed $y te P&o'ect S"onso&

Te next stage !oo*ing a""&oa o! te P&o'ect a&te& is te !o&ma a""ointment o! te

"&o'ect team.

How to use this template

Tis document "&oides a guide on te to"ics usuay incuded in a P&o'ect a&te&. Sectionsmay $e added, &emoed o& &ede!ined at you& eisu&e to meet you& "a&ticua& $usinessci&cumstance. 7xam"e ta$es, diag&ams and ca&ts ae $een added (*e&e suita$e) to"&oide !u&te& guidance on o* to com"ete eac &eeant section.

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1 E0ecutive "ummary

Sum up eac$ o# t$e sections in t$is document concisel! )! outlining t$e project*

De#inition Organisation and plan

Ris+s and issues

,ssumptions and constraints-

% Proect De2nition

.$is section descri)es w$at t$e project sets out to ac$ieve- It outlines t$e vision #or t$eproject/ t$e +e! o)jectives to )e met/ t$e scope o# wor+ to )e underta+en and t$edelivera)les to )e produced-

%.1 !ision

Descri)e t$e overall vision o# t$e project- .$e vision statement s$ould )e s$ort/ concise andac$ieva)le- 01amples o# vision statements include*

.o deliver a ro)ust/ scala)le #inancial management s!stem to t$e )usiness

.o procure new wor+ premises wit$ ade2uate capacit! and #unctional surrounds

.o success#ull! introduce new customer service processes to t$e mar+etplace-

%.% &3ectives

List t$e +e! o)jectives o# t$e project- O)jectives are statements w$ic$ descri)e in moredetail w$at it is t$at t$e project is going to ac$ieve- ,ll o)jectives listed s$ould )e Speci#ic/Measura)le/ ,c$ieva)le/ Realistic and .ime3)ound 4SM,R.5-

6usiness O)jectivesList t$e )usiness3speci#ic o)jectives to )e ac$ieved- For e1ample*

.o deliver new accounts pa!a)le and receiva)le and pa!roll processes/ t$ere)! reducing

#inancial processing timescales )! at least '78

.o )uild )rand new wor+ premises wit$ 978 more space/ '7 more car+ par+s and &78

#ewer operational costs t$an t$e e1isting premises .o provide a new customer complaints service to ena)le customers to issue complaints

on3line and receive a direct response #rom t$e compan! wit$in &:$rs-

.ec$nolog! O)jectivesList t$e tec$nolog!3speci#ic o)jectives to )e ac$ieved- For e1ample*

.o install new accounts pa!a)le and receiva)le and pa!roll s!stem modules wit$in t$e

e1isting accounting s!stem/ t$ere)! ac$ieving ;;-98 s!stem up3time

.o relocate e1isting tec$nolog! in#rastructure at t$e new )uilding premises wit$in & da!s

elapsed time and wit$ no impact on customer service deliver!

.o )uild a new we)site w$ic$ allows customers to enter and trac+ complaints t$roug$ toresolution-

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%.* "cope

De#ine t$e scope o# t$e project in terms o# t$e )usiness*

P&ocessesw$ic$ will c$ange

&ganisationaa&easw$ic$ will )e a##ected

8ocationsw$ic$ will )e impacted on

Data w$ic$ will )e altered

%""icationsw$ic$ will )e installed and


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* Proect &r4anisation

*.1 Customers

Descri)e t$e customers w$o will use t$e delivera)les produced #rom t$e project- "ustomersma! )e individuals or groups wit$in or outside o# t$e compan!- .$e success o# t$e projectwill )e primaril! )ased on w$et$er or not t$e delivera)les produced matc$ t$e re2uirementso# t$e customers identi#ied in t$is ta)le-

Customer Representative

ustome& 9&ou" ustome& Name

*.% "ta5e6ol/ers

List t$e +e! sta+e$olders #or t$is project- , @sta+e$olderA is simpl! a person or entit! outsideo# t$e project w$o $as a +e! interest in t$e project- For instance/ a compan! #inancialcontroller will $ave an interest in t$e cost implications o# t$e project/ a "0O will $ave aninterest in w$et$er t$e project is conducted in accordance wit$ t$e vision o# t$e compan!-01amples o# sta+e$olders include*

"ompan! 01ecutives

Legislative )odies

Regulator! )odies-

"omplete t$e #ollowing ta)le 4includes e1amples5*

Stakeholer Intereste in

"0O ,lignment wit$ compan! vision and strateg!

Financial "ontroller ,lignment wit$ compan! )udget

>ealt$ and Sa#et! O##ice ,lignment wit$ $ealt$ and sa#et! standards

Government )od! "ompliance wit$ legislation

Industr! )od! "ompliance wit$ codes o# practice

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*.* #oles

Identi#! t$e roles re2uired to underta+e t$e project- 01amples o# t!pical roles include project*

Sponsor

Review Group

Manager

.eam Mem)er

For eac$ role identi#ied/ list t$e resource li+el! to #ill eac$ role and $is


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Project Revie# $roup

.$e Project Review Group ma! include )ot$ )usiness and 'rdpart! representatives and is

put in place to ensure t$at t$e project is progressing according to plan-

Be! responsi)ilities include*

,ssisting t$e Project Sponsor wit$ t$e de#inition o# t$e project vision and o)jectives

nderta+ing ualit! Reviews prior to t$e completion o# eac$ project milestone

0nsuring t$at all )usiness ris+s are identi#ied and managed accordingl!

0nsuring con#ormance to t$e standards and processes identi#ied in t$e ualit! Plan

0nsuring t$at all appropriate client


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*.- "tructure

Depict t$e reporting lines )etween eac$ o# t$e +e! roles descri)ed a)ove wit$in a ProjectOrganisation "$art- ,n e1ample #ollows*

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ID .as+ Name

% INITI"TI!N

& Develop &usiness Case

E Perform 'easibilit( Stu( )

%' *stablish Terms of Reference

% "ppoint Project Team

&& Set+up Project !ffice

&C Approval to Proceed

&E

& P,"NNIN$

&; Develop Project Plan

' Develop -ualit( Plan

9' 'omulate Supplier Contracts

9E Approval to Proceed

9

9; *.*C/TI!N

C7 &uil Deliverables

C% 6uild Project Delivera)les

C& .est Project Delivera)les

C' Implement Project Delivera)les

C: %onitoring an Control

EE Approval to Proceed

E

E; C,!S/R*

7 Register ,ssets in Financial S!stem

% Per#orm "ustomer Signo##

& Release Documentation ( 02uipment

' Release Project Resources

: Per#orm Supplier "ontract "losure

9 Document Project "losure Report

C Post Implementation Review

E Project Cl osure

01213

0210

4210

35210

9


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, more detailed Project Plan will )e drawn up during t$e HPlanning p$ase o# t$e project-

%ilestonesList t$e major project milestones and t$e re2uired deliver! dates- , @milestoneA is a signi#icantevent or stage to )e completed- 01plain w$! eac$ milestone is critical to t$e project/ as#ollows*

%ilestone Date Description

Miestone Tite xx;yy;ig xx;yy;


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-.+ (inancial Plan

Summarie t$e project )udget approved 4wit$in t$e 6usiness "ase5 as #ollows*

Categor( Cost Value

People Salaries o# project sta## "ontractors and outsourced parties

.raining courses

? x? x? x

P$!sical 6uilding premises #or project team

02uipment and materials

.ools 4computers/ ca)ling/ p$onesJ5

? x? x? x

Mar+eting ,dvertising < )randing

Promotional materials

PR and communications

? x? x? x

Organisational Operational downtime S$ort3term loss in productivit!

"ultural c$ange

? x? xDesc&i$e

, detailed Financial Plan will )e drawn up during t$e HPlanning p$ase o# t$is project-

-.- 7uality Plan6rie#l! descri)e t$e various processes to )e underta+en to ensure t$e success o# t$e project-

Process Description

ualit! Management Summa&y o! o* te "&ocess *i $e unde&taen

"$ange Management

Ris+ Management

Issue Management

"on#iguration Management

Document Management

,cceptance Management

Procurement Management

Financial Management

.imes$eet Management

Project Reporting

Project "ommunications

, detailed ualit! Plan will )e drawn up during t$e HPlanning p$ase o# t$is project-

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Proect Consi/erations

.1 #is5s

Summarie t$e most apparent ris+s associated wit$ t$e project- Ris+s are de#ined as Han!event w$ic$ ma! adversel! a##ect t$e a)ilit! o# t$e solution to produce t$e re2uireddelivera)les- Ris+s ma! )e Strategic/ 0nvironmental/ Financial/ Operational/ .ec$nical/Industrial/ "ompetitive or "ustomer related- "omplete t$e #ollowing ta)le*

Description ,ikelihoo Impact %itigating "ctions

Ina)ilit! to recruits+illed resource

Low ?er! >ig$ Outsource project to a compan! wit$ provenindustr! e1perience and appropriatel! s+illedsta##

.ec$nolog! solutionis una)le to deliverre2uired results

Medium >ig$ "omplete a pilot project to prove t$e #ulltec$nolog! solution

,dditional capitale1penditure ma! )ere2uired in additionto t$at approved

Medium Medium Maintain strict capital e1penditure processesduring t$e project

.o complete t$is section t$oroug$l!/ it ma! )e necessar! to underta+e a #ormal Ris+,ssessment 4)! documenting a Ris Management Pan5- .o reduce t$e li+eli$ood and

impact o# eac$ ris+Ks eventuating/ clear @mitigating actionsA s$ould )e de#ined-

.% Issues

Summarie t$e $ig$est priorit! issues associated wit$ t$e project- Issues are de#ined asHan!event w$ic$ currentl! adversel! a##ects t$e a)ilit! o# t$e solution to produce t$e re2uireddelivera)les- "omplete t$e #ollowing ta)le*

Description Priorit( Resolution "ctions

Re2uired capital e1penditure #unds $avenot )een )udgeted

>ig$ Re2uest #unding approval as part o# t$isproposal

Re2uired computer so#tware is onl! at@)etaA p$ase and $as not !et )eenreleased live

Medium Design solution )ased on currentso#tware version and adapt c$anges tosolution once t$e #inal version o# t$eso#tware $as )een released

"ouncil approval must )e soug$t toimplement t$e #inal solution

Low Initiate t$e council approval process earl!so t$at it does not dela! t$e #inal roll3outprocess-

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.* Assumptions

List t$e major assumptions identi#ied wit$ t$e project to date- 01amples include*

.$ere will )e no legislative/ )usiness strateg! or polic! c$anges during t$is project

Prices o# raw materials will not increase during t$e course o# t$e project

,dditional $uman resources will )e availa)le #rom t$e )usiness to support t$e project-

.+ Constraints

List t$e major constraints identi#ied wit$ t$e project to date- 01amples include*

.$e #inancial )udget allocated is #i1ed and does not allow #or over3spending

.$ere are limited tec$nical resource availa)le #or t$e project

.$e tec$nical solution must )e implemented a#ter3$ours to minimie t$e operational

impact on t$e )usiness-

8 Appen/i0

8.1 "upportin4 Documentation

,ttac$ an! documentation !ou )elieve is relevant to t$e Project "$arter/ including*

"urricula ?itae 4"?s5 #or +e! project sta##

,pproved 6usiness "ase

,pproved Feasi)ilit! Stud! Researc$ Materials

01ternal 2uotes or tenders

Detailed #inancial planning spreads$eets

Ot$er relevant in#ormation or correspondence-

M$%$&' ()*+ P+),'-/ O%%' $ P+),'-M$%$&'+.-)

#' $ 30 D$( F+'' T+$

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2. project charter template

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