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Project Charter Template
Prepared by Gurdev Randhawa, PMP
Project Management Competency Center, PMI - REP
Rev. 2.0, 2!0!200"
PROJECT CHARTER
Note: It is a sponsors document.
Create links to referenced documents e.!." #ink $ To $ Contract $ Pro%ect &easi'ilit( Report) '( usin! Insert
Hyperlink on (our tool'ar.
Note t*at all documents t*at are linked to t*e Pro%ect C*arter 'ecome part of t*e Pro%ect C*arter and
re+uire t*e same de!ree of mana!ement control. ,uc* documents s*ould 'e anne-ed alon! .it* t*e
Pro%ect C*arter document.
Pro%ect Name:
Prepared '(:
Name of the Project Sponsor (Senior Management) in the Performance Organization.
/ate 001//12222):
3ersion Histor( (insert rows as needed):
Version Date
001//12222)
Comments
1.0
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Project Charter Template
Prepared by Gurdev Randhawa, PMP
Project Management Competency Center, PMI - REP
Rev. 2.0, 2!0!200"
4. 5usiness O'%ecti6es
Pro!ide "e#ow a "rief o!er!iew of the customer$ sponsor$ and other sta%eho#der needs (a "usiness need$ or a mar%et
demand$ or a customer re&uest$ or a techno#og ad!ance$ or a #ega# re&uirement$ or a socia# need)$ wants$ and e'pectations as
a resu#t of which this project is "eing authorized: #ink $ To $ Pro%ect Contract $ Pro%ect &easi'ilit( Report
(
1.1 )nformation on *ustomer Organization+s Management *oncerns: pro!ide specific
information+s a"out management concerns$ such as: increase in producti!it$ reduction in
manpower$ decrease in the operating cost$ impro!ement in M)S$ decrease in process cc#e time$
decrease in time,to,mar%et$ etc.
#ink $ To $ Pro%ect Contract
$ Pro%ect &easi'ilit( Report
1.- )nformation on *ustomer Organization+s e'pectations: pro!ide specific information+s
such as: e'pected specific approach or detai#s a"out the process impro!ement from the project
product$ specific gestation period e'pected after acceptance of the project product$ specific post
project de#i!er ser!ices etc.
#ink $ To $ Pro%ect Contract
$ Pro%ect &easi'ilit( Report
1.. )nformation on Performance Organization+s Management *oncerns: pro!ide specific
information+s a"out management concerns$ such as: meeting specific profit margin targets$ /O)$
producti!it$ reduction of cost or effort targets in e'ecuting project #ife cc#e etc.
#ink $ To $ Pro%ect Contract
$ Pro%ect &easi'ilit( Report
1.0 )nformation on Performance Organizations e'pectations: pro!ide specific information+s
such as: e'pected project management #ife cc#e time$ e'pected reduction in re,wor% " specific
percentage$ e'pected resource uti#ization in metrics$ minimum #ead time re&uired for pro!iding
specific resource assignments etc.
#ink $ To $ Pro%ect Contract
$ Pro%ect &easi'ilit( Report
Note: In an( instance .*ere t*ere is a discrepanc( 'et.een t*e Project Contract, Feasibility Report and t*e
Project Charter" t*e latter is considered aut*oritati6e. It pro6ides t*e 'aseline for e6aluatin! .*et*er re+uest
for c*an!es or additional .ork are contained .it*in or outside t*e pro%ect 'oundaries.
7. Hi!* #e6el Pro%ect Re+uirements
7.4 Product 1,er6ice re+uirements:
#ink $ To $ Pro%ect Contract $ Pro%ect &easi'ilit( Report
Note: Pro!ide justifications 1 esta"#ish that #how the project product re$u%rement& w%'' meet the cu&tomer, &pon&or,
and other &ta(eho'der need&, want&, and e)pectat%on&*+ for which the project has "een underta%en.
7.7 Pro%ect *i!*8le6el O'%ecti6es:
#ink $ To $ Pro%ect Contract $ Pro%ect &easi'ilit( Report
(
7.7.4 Cost O'%ecti6es:
7.7.7 ,c*edule O'%ecti6es: 2e project mi#estones as per the agreed master mi#estone p#an are: ()nsert rows
as needed):
Project !mmary Milestone Tar"et Completion
Date #MM$DD$%%%%&
/e&uirement Phase
3esign Phase
*onstruct phase
4est and )nsta##ation
Project *omp#ete
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Project Charter Template
Prepared by Gurdev Randhawa, PMP
Project Management Competency Center, PMI - REP
Rev. 2.0, 2!0!200"
7. Hi!* #e6el Pro%ect Re+uirements
7.7.9 Tec*nical and
performance O'%ecti6es:
7.7.: ;ualit( O'%ecti6es:
9. 5usiness Case %ustif(in! t*e pro%ect #i' re(!ire)&.
5or area "e#ow$ pro!ide sufficient justification " uti#izing 67enefit measuring methods$ or constrained optimization method+ in
se#ecting the project$ if the project se#ection criteria or the "asis of esta"#ishing the "usiness case is a!ai#a"#e. 8#so inform a"out the
se#ection criteria considered for se#ecting the project.
9.4 5enefit measurin! met*od: 9in% : 4o : Project *ontract : Project 5easi"i#it /eport
9.4.4 E6aluate Net Present 3alue" IRR
(
9.4.7 E6aluate ROI:
(
9.4.9 <tili=e ,corin! model or
comparati6e approac* is finali=in!
product re+uirements:
(
9.7 <tili=e mat*ematical models (if
re&uired) to set pro%ect o'%ecti6es:
(
9.: Assumptions:
Note: inc#ude the assumptions that ha!e "een considered as the "asis in se#ecting product descriptions$
and in setting the project schedu#e$ cost$ &ua#it$ technica# performance goa#s$ and scope o"jecti!es
inc#uding /O).
9.> Constraints:
Note: constraints are the #imitations that the project team is e'pected to e'perience in meeting pre,
defined project o"jecti!es.
:. Pro%ect #ife C(cle
:.4.4 Re+uirement P*ase: #ist ma%or final /eli6era'les: #ink $ To $ Pro%ect Contract $ Pro%ect &easi'ilit(
Report
(
:.4.7 /esi!n P*ase: #ist ma%or final /eli6era'les: #ink $ To $ Pro%ect Contract $ Pro%ect &easi'ilit( Report
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Project Charter Template
Prepared by Gurdev Randhawa, PMP
Project Management Competency Center, PMI - REP
Rev. 2.0, 2!0!200"
:. Pro%ect #ife C(cle
(
:.4.9 Construct P*ase: #ist ma%or final /eli6era'les: #ink $ To $ Pro%ect Contract $ Pro%ect &easi'ilit( Report
(
:.4.: Test ? Installation P*ase: #ist ma%or final /eli6era'les: #ink $ To $ Pro%ect Contract $ Pro%ect
&easi'ilit( Report
(
/oes Not Include:
>. Pro%ect Completion Criteria
>.4 /efine t*e procedure for
acceptin! completed products"
ser6ice" or results '( t*e
stake*olders includin! RA0 @
#Project phase*+ise&:
#ink $ To $ Pro%ect Contract $ Pro%ect &easi'ilit( Report $ Pro%ect
0ana!ement Plan
(
>.7 /efine t*e pro%ect acceptance
criteria 'ased on .*ic* t*e
pro%ect product" ser6ice" or
results can 'e formall( accepted:
#ink $ To $ Pro%ect Contract $ Pro%ect &easi'ilit( Report
A. Pro%ect Constraints" and Assumptions
A.4 #ist Pro%ect Constraints: #ink $ To $
Pro%ect Contract $ Pro%ect &easi'ilit(
Report
Note: pro!ide information a"out constraints that sha## pro!ide #imitations to the project team in meeting
pre,defined project o"jecti!es !iz.$ achie!ing dead #ines or mi#estones$ meeting &ua#it re&uirements$
maintaining the integrit of "udget "ase#ines$ and ensures that the de#i!era"#es meet project
re&uirements and ensuring that the re&uirements are a#igned with "usiness needs.
;.1.1 9ist the major <constraints= in meeting the critica# project phase mi#estones
;.1.- 9ist the major <constraints= in meeting the project 7udget
;.1.. 9ist the major <constraints= in meeting the >ua#it /e&uirements
;.1.0 9ist major constraints in meeting 7usiness Needs
A.7 #ist Pro%ect Assumptions for
completin! pro%ect re+uirements:
(
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Project Charter Template
Prepared by Gurdev Randhawa, PMP
Project Management Competency Center, PMI - REP
Rev. 2.0, 2!0!200"
B. Initial Pro%ect 0ana!ement Or!ani=ation
B.4 Identif( Pro%ect 0ana!er: #ink $ To $ O5,
B.7 /efine Pro%ect 0ana!ers Role" Responsi'ilities" and Aut*orit( le6el. #ink $ To $ O5, $ RA0
C. Pro%ect Approac*
C.4 /escri'e t*e structure of t*is pro%ect (e.g.$ Phased 8pproach$ Project 9ife,*c#e$ etc.). Pro!ide a genera#
description of the Project Methodo#og. 3escri"e how the project wi## "e imp#emented. 4his inc#udes? Primar P#ans$ /esource
Management etc: #ink $ To $ Issue 0ana!ement $ C*an!e 0ana!ement $ ,cope 0ana!ement Plan $ ,c*edule
0ana!ement Plan $ Cost 0ana!ement Plan $ ;ualit( 0ana!ement Plan $ Pro%ect Communication 0ana!ement Plan $
Pro%ect HR Plan $ Pro%ect ,taffin! Plan $ Pro%ect Risk 0ana!ement Plan $ Pro%ect Procurement Plan
D. Aut*ori=ations
T*e Pro%ect C*arter" is appro6ed '( t*e:
Pro%ect ,ponsor
Pro%ect performance 'aseline c*an!es .ill 'e appro6ed '( t*e:
Pro%ect ,ponsor
Pro%ect deli6era'les .ill 'e appro6ed1accepted '( t*e:
Pro%ect ,ponsor
Ee( ,take*olders
,pecific responsi'ilities and aut*orities of ke( pro%ect mana!ement team mem'ers .ill 'e defined
in t*e Responsibility ,ssi"nment Matri-. #ink $ To $ Responsi'ilit( Assi!ned 0atri-
4F. Pro%ect C*arter Appro6al 1 ,i!natures
Pro%ect ,ponsor:(signature)
-he purpo&e o. th%& document %& to prov%de a veh%c'e .or document%ng the %n%t%a' p'ann%ng e..ort& .or the project. It %&
u&ed to reach a &at%&.actory 'eve' o. mutua' agreement between the Project Manager and the Project /pon&or& and
0wner& w%th re&pect to the object%ve& and &cope o. the project be.ore &%gn%.%cant re&ource& are comm%tted and
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Project Charter Template
Prepared by Gurdev Randhawa, PMP
Project Management Competency Center, PMI - REP
Rev. 2.0, 2!0!200"
4F. Pro%ect C*arter Appro6al 1 ,i!natures
e)pen&e& %ncurred.
I have rev%ewed the %n.ormat%on conta%ned %n th%& Project *harter and agree2
3ame
(Project Manager)
Ro'e /%gnature 4ate
(MM@33@AAAA)
-he &%gnature& above %nd%cate an under&tand%ng o. the purpo&e and content o. th%& document by tho&e
&%gn%ng %t. 5y &%gn%ng th%& document, they agree to th%& a& the .orma' Project Scope Statement document.
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