EXAMPLE PROJECT CHARTER - PAGE 1

Version No.: 1

Date: September 5, 1990

Project Name: Relocation Study
Number: 111-90

Current Name Phase: None

Project Manager: Joan McLean Telephone #: 919-0001

Division Functional Director: Jim Logan Telephone #: 919-0002

Project Sponsor: Joanne Kline Telephone #: 919-0003

PROJECT DEFINITION

CORPORATE PROJECT PURPOSE:

Because the company is currently considering the possible consolidation of its seven manufacturing sites into one location,
it needs more complete information on locations, employee opinions and costs to make a decision.

CRITICAL SUCCESS FACTORS:

 1. Identify a minimum of two potential locations

2. Involvement of employees

PROJECT GOALS:

1. To provide corporate management with sufficient information upon which to decide whether to consolidate the
company into one site.

PROJECT STRATEGY

1. Involve all departments in the research

2. To be open with the employees and other interested stakeholders about the project and its goals.

COMMUNICATIONS STRATEGY

1. To develop a process to solicit employee input

2. To provide reports on the results of the employee survey process, and the two selected sites

3. To provide a recommendation to senior management on the preferred site

END PRODUCTS: A study report which

-identifies and justifies a location which provides the best rationalization of all operations

-provides a view of employees attitudes towards consolidation

-provides and economic analysis of such a consideration

KEY INTERIM PRODUCTS:

1. Location Short List Study Report

2. Employee Attitude Study Report

 
PROJECT SCOPE

Project Scope Is (Includes): Project Scope Is Not (Does Not Include):

1. Study is to determine options 1. A decision to relocate

2. Will include employee options 2. Preconceive a possible location

   

   

   

EXAMPLE PROJECT CHARTER - PAGE 2

PARAMETERS

PROJECT OBJECTIVES

SCHEDULE:

Project to be completed by March 1

 
BUDGET:

To be determined

KNOWN CONSTRAINTS:

RESOURCES:

To be determined

OTHER:

The company desires to retain as many employees as possible and there will probably be some resistance to moves.

 
BEGINNING ASSUMPTIONS:

1. There is a business need to consolidate operations.

2. That any decisions should be made in time for rational decision to be made concerning two major leases coming up for
renewal in two years.

RISK ASSESSMENT: (High, Medium, Low)

 
Probability Impact

   
External Risk

Political Risk: Provincial and local political pressures to protect current plants H M

Market Risk: Potential image of service disruption if consolidation goes forward M H

   
Internal Risk

   
Schedule Risk: TBD

   
Budget Risk: TBD

   
Technical Risk: TBD

Other Risk: Employee resistance to consolidation H M

 EXAMPLE PROJECT CHARTER - PAGE 3

PROJECT ORGANIZATIONAL IMPACTS

PROJECT PLANNING TEAM

NAME ORGANIZATION & TELEPHONE

Joan McLean Facilities Management 919-0001

John Lyle Facilities Management 919-2323

Susan Anderson Human Resources 919-3333

Jim King Manufacturing 374-5574

ORGANIZATIONS INVOLVED IN PROJECT EXECUTION

INTERNAL: CONTACT & TELEPHONE

Facilities Jim Logan 919-0002

Human Resources Andrew Jones 919-3345

Legal Shirley Peterson 919-7676

Corporate Administration Nancy Lewis 919-2123

Manufacturing Joe Rayner 374-9087

Research Ann Lane 374-1867

Engineering Steve Matthews 374-9854

Marketing Eileen Kemp 919-1008

EXTERNAL: CONTACT & TELEPHONE

Real Estate Companies To be determined

ORGANIZATIONS IMPACTED BY THE PROJECT

INTERNAL: CONTACT & TELEPHONE

 
All departments of the company

   

EXTERNAL: CONTACT & TELEPHONE

  
To be determined

   

REPORTING RELATIONSHIPS:

SENIOR MANAGEMENT

1. President and the Senior Management Committee will require interim reports during the project.

2. Project Sponsor will be briefed monthly. The PM will report directly to the Project Sponsor for project schedule and financial
authority.

FUNCTIONAL MANAGEMENT

1. The PM will report to the Director of Facilities Management for FM resources and administrative authority.

2. All Department heads to receive the PM's monthly report.

POTENTIAL PROJECT PRIORITY

 
TYPE PROJECT STRATEGIC (X ) OPERATIONAL ( ) LOCAL ( )

 
POTENTIAL PRIORITY: HIGH (X ) MEDIUM ( ) LOW ( )
  

USER/CLIENT RESPONSIBILITIES

Department Director:

1. Encourage all employees to participate in the employee survey.

EXAMPLE PROJECT CHARTER - PAGE 4

COMPLETION CRITERIA

1. Report of feasibility and recommendations has been delivered and approved by corporate management.

 
PROJECT PLANNING PARAMETERS

DATE PLANNING COMPLETION DUE: September 15, 1990

ESTIMATED PLANNING BUDGET: $12,000

SIGN OFF
  

SUBMITTED FOR PLANNING SIGNATURE DATE

   
PROJECT MANAGER

   
FUNCTIONAL MANAGER

   
SPONSOR