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Project!Charter!
[Project!Name]!

Date!

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[Team/Division!Name]!
Contact!information!
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Contents!
1.! Project!Description!...........................................................................................................................!3!
2.! Project!Purpose!................................................................................................................................!3!
3.! Project!Log!frame!.............................................................................................................................!4!
4.! Project!Schedule!...............................................................................................................................!4!
5.! Project!Budget!..................................................................................................................................!5!
6.! Project!Risks!.....................................................................................................................................!6!
7.! Project!Procurement!Plan!................................................................................................................!7!
8.! Project!Manager!...............................................................................................................................!7!
9.! Project!Roles!and!Responsibilities!....................................................................................................!8!
10.! Project!Change!Control!..................................................................................................................!8!
Project!Change!Approval!Process!........................................................................................................!8!
Project!Change!Log!..............................................................................................................................!9!
11.! Project!Authorization!.....................................................................................................................!9!
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Throughout!this!Charter!Template,!we!have!suggested!and!demonstrated!example!tools.!!Of!course,!as!
you!integrate!into!your!own!practice!and!work,!you!will!incorporate!and!use!your!existing!tools.!

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1. Project!Description!

Explain!what!the!project!is,!and!how!it!will!be!accomplished.!!Explain!the!ultimate!intended!outcome!of!the!project.!!This!should!
serve!as!a!brief!introduction.!!Provide!some!background!about!the!history!of!how!the!project!got!to!this!point.!

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2. Project!Purpose!

State!the!purpose!of!the!project.!!Tie!the!purpose!to!the!organization's!strategic!goals!and!objectives!if!possible.!!Tell!the!reader!
why!this!project!is!being!started!and!what!need!it!is!fulfilling.!!Identify!if!there!are!any!specific!mandates,!policies!or!laws!that!are!
driving!this!change.!

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3. Project!Log!frame!!!
Provide!the!overEarching!log!frame!(from!the!proposal)!for!the!project.!!USAID!example!provided!below.!

Add!link!to!M!&!E!plan!

4. Project!Schedule!
Provide!a!highElevel!project!schedule,!preferably!including!a!graphic!(e.g.,!Gantt!chart).!!Highlight!major!milestones!(typically!based!
on!deliverables)!and!project!phases.!
st nd rd th
ID! Task!Name! Start! Finish! Duration! 1 !Qtr.! 2 !Qtr.! 3 !Qtr.! 4 !Qtr!
J! F! M! A! M! J! J! A! S! O! N! D!
1! Community! 1/5/14! 3/15/14! 10!weeks! ! ! !
Assessment!
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2! Community! 2/15/14! 6/15/14! 16!weeks! ! ! ! !
Volunteer!
Recruitment!

3! Curriculum!Design! 3/15/14! 6/15/14! 12!weeks! ! ! ! !

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4! Community!Training! 7/1/14! 12/1/14! 20!weeks! ! ! ! !

5! Outreach!Evaluation! 9/15/14! 12/31/14! 14!weeks! ! ! ! !

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Add!link!to!Project!workplan!

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5. Project!Budget!
The!template!below!can!be!used!to!capture!a!topEdown!estimate!of!the!budget!E!how!much!the!project!will!cost,!which!may!be!
measured!in!dollars!($),!Personnel!(FTEEmo.),!or!both.!
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ID! Description! Category*! FTEWmo! Cost!($)!
! [Enter!a!description!of!the!expense!item!or! [Enter!expense! [Enter!FTEE [Enter!$!
name!of!stakeholder]! category]! mo**]! cost***]!
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*Categories!include:!FTE,!capital!equipment,!materials,!tools,!supplies,!travel,!contract!help,!outsource!
services,!G&A,!other.!
**Only!for!personnel!costs!
***Only!for!expense!costs!
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Add!link!to!detailed!budget!

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6. Project!Risks!

State!the!known!risks.!!These!risks!are!generally!at!a!high!level!since!not!much!is!known!about!the!details!of!the!project!yet.!!!

!! RISK%MANAGEMENT%LOG% !!
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Project(Name( !! !! !!
Prepared(By( !! !! !!
Date( !! !! !!
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Risks(
Problem(Area(or(Activity! Identified! Description! Probability(! Impact(Intensity!Mitigation(Strategy! Contingency(Plan!
(! (! (! (! (! (! (!
(! (! (! (! (! (! (!
(Conflict(in( (Recent(escalation( (Training(and(
neighboring( of(violence,( preparation(activities(
communities( causing(dangerous( switched(to(
preventing( conditions,( communities(in(the(
(Political(security( access(to(sites( apprehension( (5( (4( (None( south(
(Delay(procurement,(
(Crime,(looting( storage(moved,(purchase(
!Security(of( increasing(with( ahead(and(store(off( (Use(surplus(in(event(
!! equipment( instability( (3( 3( location(of(surplus( of(loss(
!! (( (( (( (( (( ((
!! (( (( (( (( (( ((
!! !! !! !! !! !! !!
!! (( (( (( (( (( ((
Local(partner(
!HR!availability! availability( (( (( (( (( ((
(( (( (( (( (( (( ((
!! (( (( (( (( (( ((
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Add!link!to!Ongoing!Risk!Log!

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7. Project!Procurement!Plan!
Identify!highElevel!Procurement!justification,!cost!and!schedule.!

Item/Service! Justification! Needed!by! Quantity! Budget!

Technology!Item! Needed!to!conduct!assessment! Jan!1! 10! 4500!
A!
Consultant!B! Conduct!assessments:!!needed! Jan!1! 80!Hours! 10000!
! specific,!exclusive!expertise,!not!
available!onWstaff!
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8. Project!Manager!!

Identify!the!project!manager!here.!!It!is!important!to!clearly!identify!the!project!manager!so!that!the!project!manager!has!the!
authority!to!complete!the!project.!!Explain!as!clearly!as!possible,!the!roles!and!responsibilities!of!the!project!manager.!

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9. Project!Roles!and!Responsibilities!
Define!the!other!key!roles!and!responsibilities!within!the!project!team.!!For!example,!if!the!project!team!has!functional!team!leads,!
then!document!them!here.!!The!table!below!provides!a!quick!way!to!identify!specific!people!within!a!role:!

Name! Role! Responsibilities! Tolerances!

Jane!Smith! Field!Training! Lead!the!training!of!volunteer!field! Can!adapt!schedule,!as!long!as!
Lead! and!community!members! outputs!fall!within!each!
quarter’s!scheduled!
milestones!
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10. Project!Change!Control!
Identify!what!change!process/project!control!mechanisms!and!processes!will!be!used.!!Insert!known!change!
control!process!and!call!out!tolerance!thresholds!for!decisions.!!!

Project(Change(Approval(Process(

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Project(Change(Log(

Change!or! Requestor! Date! Date! Approver! Status! Comments!

Decision! Submitted! Approved!
Detail!of!the! Who! When! When! Who! Is!the!change! Describe!why!the!change!
change! initiated?! submitted?! approved?! approved?! request!open,! was!rejected,!deferred!or!
request! closed!or! provide!other!useful!
pending?! information.!
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Add!link!to!Issue!Log!

11. Project!Authorization!
Provide!the!names!of!those!business!sponsors!that!must!sign!the!Project!Charter.!!Once!the!project!Charter!
is!signed!by!the!project!sponsors,!the!project!is!authorized!to!start.!

Approved!by!the!Project!Sponsor:!

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! _________________________________________!! Date:!___________________!!
[Project!Sponsor]!

[Project!Sponsor!Title],![Project!Sponsor!Organization!or!Division]!

Note:!!Add!other!signature/authorities!as!needed!

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