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Request ID: Date of Request:

Project / Initiative Name:

Requesting Organization:

Name of Process:

Business Process Owner:

Sponsor:

Project Manager:

Priority: ☐ Low ☐ Medium ☐ High ☐ Mandatory

Project Description

Project Vision Statement

Project Scope: The scope of this project will include the following:

In Scope:

Out of Scope:

Benefits:

Goal

Improve Customer Satisfaction

Increase Revenue

Mitigate Risk

Process Improvement (i.e. LEAN)

Reduce Costs

Other: (please describe)

Risks

What are the risks to the business or operations if the project is not implemented or is not completely successful?

Organizations Impacted:
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Insert Project Name Here
System(s) Impacted:

Milestones & Dependencies

Note: These figures represent best estimates given known information at an early stage of the project. Following charter
approval, the Project Manager begins planning specific activities with the project team, at which point more precise forecasts
can be provided.

Date Description

Funding:
☐ Funding has been secured
☐ Funding to be requested
☐ Project has no costs outside team time and effort and does not require budget
Project Budget Proposal:
Note: These figures represent best estimates given known information at an early stage of the project. Following charter approval,
the Project Manager begins planning specific activities with the project team, at which point more precise forecasts can be
provided.
$ Requested Description

TOTAL
Other Notes and Comments:

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Approvals Insert Project Name Here

Approval of the Project Charter indicates an understanding of the purpose and content described in this document.
By signing this document, each signatory agrees work should be initiated on this project and necessary resources
should be committed as described herein.

Signatures

Sponsor (VP, ELT)

Project Manager

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