Project Charter

(Mandatory)

PUBLIC
Project Charter (Mandatory)
Template

PROJECT IDENTIFICATION
Project Name CPI Project Number
<Project Name>
Customer Name Customer Number
<Customer Name>
SAP Project Manager Customer Project Manager
<SAP Project Manager> <Customer Project Manager>
SAP Delivery Executive Customer Project Sponsor(s)

DOCUMENT IDENTIFICATION
Author Document Location (repository/path/name)
<Author> <Document location>
Version Status Date (YYYY-MM-DD) Document Classification
1 Final <Date> Internal

REVISION HISTORY
Version Date Description
1 November 5, 2017 <Text here>
2 November 1, 2017 Updated document to SAP 2017 template

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TABLE OF CONTENTS
PROJECT PURPOSE OR PROJECT JUSTIFICATION AND MEASURABLE PROJECT OBJECTIVES 4
HIGH-LEVEL PROJECT DESCRIPTION AND BOUNDARIES 4
PROJECT SUCCESS AND APPROVAL CRITERA 4
ASSUMPTIONS AND CONSTRAINTS 4
HIGH-LEVEL REQUIREMENTS 4
HIGH-LEVEL SOLUTION AND PROJECT SCOPE 5
SUMMARY MILESTONE SCHEDULE 5
SUMMARY BUDGET 5
STAKEHOLDER GROUPS AND KEY NAMED STAKEHOLDERS 5
HIGH-LEVEL RISKS 5
REFERENCES/BIBLIOGRAPHY 7

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Purpose of this Document

The Project Charter is the document to formally initiate the project, secure acceptance and commitment from
senior management, align stakeholders around the project objectives and to authorize the project
manager(s) to apply resources to the project.

Inputs

 Order Form/Contracts
 Business Case
 Regulatory Requirements (Customer Environment)
 Mandatory processes, documentation requirements, policies (Customer Environment)

Change Procedure

Any requests to change the Project Charter indicate a significant issue with the purpose and existence of the
project and require immediate attention from executive management.

SAP Internal Guidelines (DELETE BEFORE PRESENTING TO CUSTOMER)

The Project Charter needs to mirror the Order Form or Contracts in regards to the purpose of the project as
the Order Form is the legally binding document. The Project Charter can clarify the information from the
order form (for example how the customer objective will be achieved with the project), but it can’t introduce
deviations from the Order Form without a formal Change Order.

PROJECT PURPOSE OR PROJECT JUSTIFICATION AND MEASURABLE PROJECT OBJECTIVES

HIGH-LEVEL PROJECT DESCRIPTION AND BOUNDARIES

PROJECT SUCCESS AND APPROVAL CRITERA

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ASSUMPTIONS AND CONSTRAINTS
Items beyond the control of the Project Team that limit options. Items believed to be true for and project limits – based on the
Discovery and Evaluation Phase, can be further developed

Project Management is tasked to deliver the project within the following constraints:
- Delivery services budget
- Travel expense budget
- Timeline
- Quality
- Risk Profile

Identify any Legal Requirements, Compliance, Policies etc. that need to be followed by the project
- ITAR
- GMP
- Conflict Minerals

Mandatory Customer Policies & Procedures

- Documentation Requirements

HIGH-LEVEL REQUIREMENTS

HIGH-LEVEL SOLUTION AND PROJECT SCOPE

This section will outline the SAP solutions in scope and a high-level project scope. The project scope will be
detailed in a separate scope document.
Add any out-of-scope areas that are mentioned in the order form.

SUMMARY MILESTONE SCHEDULE

SUMMARY BUDGET

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STAKEHOLDER GROUPS AND KEY NAMED STAKEHOLDERS

This paragraph identifies the organizational units of the customer that are impacted by the project and
key named stakeholders. A separate Stakeholder Register will be developed to identify all
stakeholders.

Individuals and organizations who have an interest in the project

Organizational Unit Geographical Location(s) Key Stakeholder Name

<Name> <Customer Project Sponsor>

<Name> <...>

Additional named Key Stakeholders

Name Title Organization

<Name> <Customer Project Sponsor>

<Name> <...>

HIGH-LEVEL RISKS
Factors that may have a negative impact on the project

REFERENCES/BIBLIOGRAPHY
All sources, to which the text refers, are to be specified here

Headline Headline Headline

<Name> <SAP> <for example,

author>

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 Headline Headline Headline

<Name> <SAP> <for example,

reviewer>

Authorization of the Project Charter

<Name> Date Signature

<Title>
Customer Project Sponsor

<Name> Date Signature

<Title>
SAP Delivery Executive

Acceptance of the Project Charter

<Name> Date Signature

<Title>
Customer Project Manager

<Name> Date Signature

<Title>
SAP Project Manager

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