Project Charter for Medium Sized Projects

Project Name Project No.

Project Sponsor Target Project Completion Date

Project Manager Version No. Version Date

About the Project Charter

This document provides a framework and prompting questions that will help you to construct a Project Charter for
your initiative. If a Business Case has been developed for this project, use it as a starting point to complete the
charter. The completion of this charter marks the end of Definition Phase. It will help you create the ‘big picture’ of
what needs to be done, but not how the project will be done. The details of what to do and how to do it will be worked
out in the Planning Phase and documented in the Project Plan.

The Project Charter is the document that forms a common agreement on all main aspects of the project (i.e. scope,
goals, objectives, etc.) among those involved, including project manager, team members, sponsor, stakeholders &
partners. Once approved, the charter is signed forming the basis for future project decisions and cannot be modified.

The Project Charter sets a clear direction for the project and outlines expectations of sponsor or steering committee.
It communicates existence of the project and specifies assumptions made & constraints that project must live within.

You may wish to delete this box before completing your document.

Goals / Purpose Statement

Goals are high-level outcomes of your project that specify accomplishments to be achieved. Outline the Goals and
the high-level Purpose of the Project.

Objectives & Performance Measures

Objectives are clear statements of specific activities/tasks that must be performed to achieve the goals. Performance
measures are used to determine if objectives have been completed. Ensure goals and objectives are Specific
Measurable Achievable Results-focused and Time-bound (SMART).
Objectives/Deliverables Performance Measures
For each goal, list specific objectives and/or deliverables For each objective/deliverable, list the measures that will
that will signify achievement of goal when finished. be used to evaluate success of results achieved.
A. 

B. 

C. 

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 Project Charter Version No:
Version Date:

Scope
Scope describes project boundaries by defining what the project will and will not deliver. Deliverables are tangible,
verifiable outcomes that signify completion of objectives. Indicate specific features, functions, timelines, costs, quality
needs, or other “must have” requirements that restrict the project.
“IN” Scope “OUT” of Scope
Describe specific items that WILL be included as part of Describe specific items that WILL NOT be included as part
the work performed by this project. of the work performed by this project.
 

Duration & Cost Estimates

Major Milestones or Expected Duration
Deliverables (Insert actual dates for start of weeks e.g. 3/11)

High Level Cost Estimates

Category Total
(Itemize as necessary) (For the entire project)

Total

Core Team Members

Identify number of resources and skills, knowledge and experience needed to achieve project goals and objectives.

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 Project Charter Version No:
Version Date:

Core Team Members

List names of core project team members (or titles only if actual individuals have not yet been appointed). Describe
key roles and responsibilities of each team member. State the estimated amount of time each team member will
spend on the project (duration) and indicate their level of involvement (effort).
Team Position Role On Project Effort Est. Duration
(Indicate number required) (Types of work they will do) (Days) (Weeks)

Acceptance & Sign-Off

Identify the decision making body that will approve/reject this project.
Prepared By:
(Project Manager)

Name & Title Signature Date

Approved By:
(PM’s Direct
Supervisor)

Approved By:
(Project Sponsor)

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