Writing a project charter template example

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Writing a project charter template example

Project Charter - Template & Example

November 30, Writing a Project Charter If you spend time seeking management or customer approvals for your projects, you know how messy and drawn out the process can be, as the decision makers request clarification on things like project deliverables, risks, resources, and financial payback.

The result can be an excessively long approval process, with lots of email and follow-up activities. Much, if not all of this wastefulness can be prevented with a well written project charter.

Finding the Right Format We recommend the following approach for writing an effective project charter — Find out if your organization uses a standard charter template.

If so, get a copy. Also consider asking around the organization for previously-approved charters — this will help you understand what a successful charter looks like in your organization.

If your organization does not use a standard template, consider introducing one. The Excel template below is a great starting point. Identify the key individuals who can help you with the charter. For example, an engineering leader may have concerns about a risky new technology that a successful project outcome depends on.

You can update this format to include your company logo, etc. Project Charter No matter which charter template you choose, there are a few things that just about all charters have in common: Business Case Most, if not all charters contain a clear, concise business case.

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In this example, a project team will recruit a new organization for a consumer and industrial products manufacturer. The new organization will ensure that product ideas are proven out with consumers before substantial capital and other resources are committed to the product.

A well-stated business case should convey the message, read on, this is interesting! Scope A clearly defined project will help prevent scope creep.

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Scope creep is a natural but undesirable evolution in the project scope that takes place after a project is launched.

Scope creep happens when leaders and others in the organization assume that the project team will take on more than it signed up for. So it is important to state what is in scope and out of scope in the project charter. For the above example, the project charter clearly states that the end-user feedback team will be focused on domestic, industrial products, leaving consumer and international products out of scope.

Key Deliverables Key deliverables state specifically what the project will deliver to the customer or organization. Key deliverables must be tangible outputs that the management team can easily visualize. Financial Justification Depending on the project type, one or more financial justification metrics can be added to the project charter.

Typically the total project cost capital and expenses are noted on the charter, along with a rate-of-return metric such as the internal rate of return IRR.

A well-thought-out project charter should speed up the approval process and save a great deal of follow-up work answering basic questions. For more information on project management, visit the Project Management Institute website pmi.A charter authorizes a project, and ensures that necessary resources and management commitments are provided to achieve success.

It is a tool to obtain commitment and ensure understanding of roles and responsibilities from all affected groups for a project before it starts. Statement of Work Definition. A Statement of Work is a document used in project and contract management.


It covers the working agreement between two parties: the client, buyer, or government entity, and the agency, vendor, or contractor.

We recommend the following approach for writing an effective project charter – preventing unwanted surprises later in the project.

Project Charter Example and Template. Here is an effective project charter completed in Microsoft Excel. You can update this format to include your company logo, etc.

writing a project charter template example

A project charter is a central document that defines the fundamental information about a project and is used to authorize it. In a nutshell, a charter provides a picture of where you are going, why you are going there, who will be impacted, the main risks involved, and who is going to help you.

Project Management Templates for Project KickStart and Webplanner. As publishers of desktop Project KickStart and online Webplanner, we are pleased to provide free, high quality project management templates and tools based on project management best practices.

Successful project managers are in high demand as organizations strive to deliver successful projects at a faster pace in increasingly complex environments.

There are a few critical skills that make project managers successful –.

Project Charter