Project Management The Project Charter

February 27, 2009

For internal use only

Goals of this Presentation

Illustrate the Importance of creating and maintaining a

Project Charter

Review some of the Inputs and Tools & Techniques used

to create a Project Charter

Highlight some of the benefits from using a Project Charter

and how these benefits can help reduce risks and pitfalls

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Agenda

Definition of a Project Charter PMIs Definition - (PMBOK) Key Statements about the Project Charter The Five Inputs for Developing a Project Charter PMI - (PMBOK) Tools and Techniques for Developing a Project Charter PMI - (PMBOK) Typical Sections to be Included on a Project Charter

Outputs of the Project Charter PMI (PMBOK)

Benefits of Utilizing and Maintaining a Project Charter Summary Questions

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PMIs Definition

A Project Charter is the process of developing a document that formally authorizes a project or a phase and documenting initial requirements that satisfy the stakeholders needs and expectations. It establishes a partnership between the performing organization and the client. The approved Project Charter formally initiates the project.

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Key Statements
Writing, maintaining, and using an effective Project Charter is one

of a project managers most important jobs. When properly used, a Project Charter will be the single most important tool the project manager/lead utilizes for managing the expectations of the project sponsor and all other stakeholders. The Project Charter is used to set the project direction and defines the measures of success. The Project Charter provides a consolidated and summary-level overview of the project. It allows all stakeholders to agree and document project scope, objectives, timeframe, and deliverables. A Project Charter is created at the beginning of a project, approved by the stakeholders, and signed off before work can begin. Every BIM project should have a Project Charter created and maintained. There is no official project without an approved Project charter

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Five Inputs for Developing a Project Charter

Project Statement of Work

Business Need and Product Scope Definition This is our Project Brief document Business Case Contract Enterprise Environmental Factors Organizational Process Assets

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Tools and Techniques for Developing a Project Charter

Expert Judgment is the most frequently used tool and technique used to develop the Project Charter. Such expertise is usually provided by any group or individual with specialized knowledge of the product or project deliverable. Some types of expertise are as follows;

Other Units within the Organization SMEs Stakeholders and Sponsors Consultants PMO Project Management Office (BIM)
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Typical Sections on a Project Charter

Project Goal/s - x
Scope Statement - x Deliverables - x Key Stakeholders - x Assumptions - x Constraints - x Initial Risks - x Schedule Estimates Cost Estimates - x Success Criteria Signatures - x

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Outputs of the Project Charter

Project Purpose or Justification Measurable Project Objectives High-level Requirements High-level Project Description High-level Risks Summary Milestone Schedule Summary Budget
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Benefits of Using a Project Charter

Stakeholders are clearly defined Communication channels are defined Roles and Responsibilities are outlined Scope is Defined Helps prevent Scope Creep Improved Project Management Processes in later Phases Increased Probability of project Success BUY IN from Project Team Members
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Summary

A Project Charter officially initiates a Project Project Charters are a High-level view of the Project
objectives, deliverables, and scope

Project Charters are living documents and need to be

updated as the Project moves forward

There are standard inputs and tools & techniques for

building a Project Charter. One size does not fit all

A well managed Project Charter will be the single most

important tool for a PM/PL to manage Project expectations
For internal use only

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Questions?

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