Templates

Project Charter

The Project Charter is the first document that is produced in project planning and is the authorisation for a project to proceed.

Don’t have MindGenius installed? No problem, simply start your free trial today to be able to download and open.

1. Project Information
 
    1.1 Project name
    1.2 Key stakeholders
       1.2.1 Client
       1.2.2 Project sponsor
       1.2.3 Project leader
    1.3 Team members
 
2. Rationale for Project
 
    2.1 Reason for project
       2.1.1 The problem the project is to solve
       2.1.2 The opportunity to capitalise upon
       2.1.3 Strategic alignment
    2.2 The expected benefits
       2.2.1 Cost savings
       2.2.2 Process improvement
       2.2.3 New product development
    2.3 Project resources
       2.3.1 Costs
       2.3.2 Resources needed
    2.4 Return
 
3. Project Scope and Limitations
 
    3.1 Project description
    3.2 High level requirements
    3.3 Exclusions / Limitations / Boundaries
    3.4 Phases
       3.4.1 Timeline
             3.4.1.1 Start date
             3.4.1.2 End date
    3.5 Deliverables
       3.5.1 Key outputs
       3.5.2 Requirements
    3.6 Budget
       3.6.1 Main
       3.6.2 One-off costs
       3.6.3 Recurring
 
4. Objectives / Goals
 
    4.1 Success criteria
    4.2 Goal 1
       4.2.1 Specific
       4.2.2 Measurable
    4.3 Goal 2
       4.3.1 Specific
       4.3.2 Measurable
    4.4 Goal 3 
       4.4.1 Specific
       4.4.2 Measurable
 
5. Roles and Responsibilities
 
6. Risks
 
    6.1 Constraints
       6.1.1 Resources
       6.1.2 Bduget
       6.1.3 Time
       6.1.4 Equipment
    6.2 Assumptions and dependencies
    6.3 List all potential risks and issues
       6.3.1 Severity
       6.3.2 Probability
       6.3.3 Ranking
    6.4 Clarify risk appetite
       6.4.1 Risk strategies
       6.4.2 Risk assessments
       6.4.3 Risk mitigation
    6.5 Contingency plans
 
7. Approval Requirements