Project Name

Project Charter

Project ID:
Document Version:
Date Submitted:
Submitted by:
Executive Sponsor:
IT Management
Champion:
Customer Management
Champion:

IT Project Charter template v2.1 Page 1 of 6

Project Charter
The Project Charter is developed to formally authorize a project in response to an approved business case. The Project Charter contains the high
level definition of the project to meet the objectives of the approved business case. It should be relatively brief.

Purpose of a charter: (1) Help management understand what the project will deliver, along with a high level estimation of the time, cost, and
resources required; (2) formalize management’s commitment to dedicate the time and resources necessary to prepare a more detailed, written Project
Plan for formal approval.

1. UNM/Business Objectives – Refined (2-3 sentence description of the UNM/Business Objectives . Please
refine the information from the business case as applicable.)

2. Project Objectives (2-3 sentence description of project . Please refine the information from the business
case as applicable.)

3. Business Requirements - Refined (Short list of other key business parameters. Please refine the information
from the Business Case as applicable.)

4. Other Requirements – Initial (Short list for each of the sub-sections below. Please note that these will be
further refined in the plan.)

4.1. Stakeholder Requirements

4.2. Technical Requirements

5. Preliminary Project Scope (Please provide 3-5 sentences of the scope in terms of technologies,
architecture, business functionality and impacted groups. Please note that the scope will be further refined
in the Plan phase.)

IT Project Charter template v2.2 Page 2 of 6

6. Critical Success Criteria (Quality Plan) (List the elements that are necessary for the project to achieve sections
1, 2, 3 and 4 listed above. Please include any factors required for ensuring success for UNM and UNM IT.)

7. Planning Team (Please identify the groups that will be required for defining and documenting the project plan.
Please note that the Project Team will be formed later. Please add groups if needed.)

Project Planning Resources Needed (Y/N)?

Applications
Classroom Technologies
DBA
Network Engineer
Security
Service Desk
Unix
Windows
Workstation Management
Project Management
Functional Resources
Communication Resources

8. Financial Estimates (Provide the cost and funding estimates here by fiscal year (refined from the business case).
Do not include UNM labor costs at this point).

8.1. Cost Analysis

Total Cost of Ownership FY1 FY2
$ $
Non-Recurring Costs
$ $
Recurring Costs
FY3 FY4 FY5 Five Year Total
$ $ $ $
$ $ $ $

Total $ $ $ $ $ $

8.2. Source of Funding (Describe how this project will be funded (non-IT unit, sales revenue, internal re-
allocation, etc.)

Funding Sources Department FY1 FY2 FY3 FY4 FY5 Five Year Total
Non-Recurring Cost
Non-Recurring Cost
Recurring Cost
Recurring Cost
Total $ $ $ $ $ $

IT Project Charter template v2.2 Page 3 of 6

 

9. Service Information: Is this a new service or product, or a major change to an existing service or
product? If so, describe the service or change at a high level.

9.1. Description

9.2. Service Owner and/or Product Manager

9.3. When must it be available?

Link to the template:

https://share.unm.edu/teamsites/IT/PM/Shared%20Documents/Project%20Management%20Templates%20and
%20Methods/Required%20Templates/Project%20Charter.docx

IT Project Charter template v2.2 Page 4 of 6

10. Project Charter Approvals

Date Reviewed:
Signature:
Executive Sponsor: (Name)
Comments:

Date Reviewed:
Signature:
IT Management Champion: (Name)
Comments:

Optional – Complete if applicable

Date Reviewed:
Signature:
Customer Management Champion: (Name)
Comments:

Project Manager Assigned: (Name)

Project Steering Committee Members Assigned:

(Name)
(Name)
(Name)
(Name)
(Name)
(Name)
(Name)
(Name)
(Name)
(Name)
[Note: Steering Committee roles and responsibilities defined in “UNM IT - Project Roles and Responsibilities”]

IT Project Charter template v2.2 Page 5 of 6

 STOP
Please note that the Planning Team will be convened after the Charter is approved (above) and the Project
Manager is assigned. The Project Manager will complete the following section.

11. Project Planning Team (People who will define and document the project plan. Please note that the
Project Team will be formed later)

Est
Project Role Name Dept & Title Planning
Hrs
Project Manager
Project Steering
Committee
Functional Planning
Lead
Technical Planning
Lead
Project Planning
Team
Stakeholders

Regular Status Reports will be required if planning is not complete within 30 days.

12. Planning Schedule

Planned Start Date for Plan phase:
Planned End Date for Plan phase:
Major milestones (if any):

13. Project Planning Resource Approvals

Date Reviewed:
Project Steering Committee Members:
(Name) Signature:
(Name) Signature:
(Name) Signature:
(Name) Signature:
(Name) Signature:
(Name) Signature:
(Name) Signature:
(Name) Signature:
Comments:

IT Project Charter template v2.2 Page 6 of 6