v.1.

Project Charter
<Project Name>
Project Charter
<Project Name>

Table of Contents
Table of Contents..................................................................................................................................... 1
Section 1. Project Charter Introduction....................................................................................................2
1.1. Version History and Sign-off.....................................................................................................2
1.2. Purpose.................................................................................................................................... 3
1.3. Authorization.............................................................................................................................4
Section 2. Project Overview..................................................................................................................... 5
2.1. Business Need, Problem or Opportunity..................................................................................5
2.2. Project Summary...................................................................................................................... 5
2.3. Project Objectives.....................................................................................................................5
2.4. Expected Benefits.....................................................................................................................5
2.5. Project Scope........................................................................................................................... 6
2.6. Key Deliverables.......................................................................................................................6
2.7. High-Level Timescale...............................................................................................................7
2.8. High-Level Budget.................................................................................................................... 7
2.9. Key Project Assumptions..........................................................................................................8
2.10. Key Project Constraints........................................................................................................8
2.11. Key Project Dependencies...................................................................................................8
2.12. Key Project Risks................................................................................................................. 8
Section 3. Project Organization................................................................................................................ 9
3.1. Project Governance Structure..................................................................................................9
3.2. Project Management Team...................................................................................................... 9
3.3. Project Team............................................................................................................................ 9
Section 4. Project Success Criteria........................................................................................................ 10

Page 1 of 8
Project Charter
<Project Name>

Section 1. Project Charter Introduction

1.1. Version History and Sign-off

Version Reason for Change Date of Approval Approver’s Name

1.0 Initial Draft dd/mm/yyyy

1.2. Purpose
The purpose of this document is to formalize the existence of the project in the organization, appoint
the project manager and identify the project management team, and assign authority for the project to
proceed and seek the necessary resources to carry out the project’s activities.
The Project Charter is a living document which presents an overview of the project, such as its scope,
timescales, budget, or key risks involved in its implementation.
The Project Charter is the key management product of the Initiation Phase of the project and is a
foundational document subject to formal sign-off by the project Sponsor.

Page 2 of 8
Project Charter
<Project Name>

Section 2. Project Overview

1.3. Business Need, Problem or Opportunity
<What is the context for the project? Briefly state what business need, problem or opportunity is the
project going to address.>

1.4. Project Summary

<This section summarizes the entire project charter and highlights the significant points of interest to
the group of approvers. It typically covers project goals and objectives, major milestones, key
deliverables, key risks, and estimated total cost.>

1.5. Project Objectives

<List here your project objectives.>
Project Objectives

1.6. Expected Benefits

<Outline the key benefits to be realised by the project.>
Project Benefits Unit of Measure

Page 3 of 8
Project Charter
<Project Name>

1.7. Project Scope

<Provide a high-level description of the features and functions that characterize the product, service, or
result that the project is meant to deliver. Explicitly state which areas of the organization (e.g.
departments, regions) are going to be covered by the project. Complement this description by
completing the table below, which sets the boundaries for the project scope, in this way reducing any
potential ambiguity.>

In Scope Out of Scope

1.8. Key Deliverables

<List here the key deliverables that the project is required to produce to achieve the stated objectives.
Include which criteria will be used for their acceptance and sign-off as well as estimated due date for
completion.>

Deliverable Name Acceptance Criteria Due Date

Page 4 of 8
Project Charter
<Project Name>

1.9. High-Level Timescale

<Use the diagram below to identify your key phases. Use the table below to identify the significant
milestones or events in the project such as phases, stages, decision gates, or the approval of a
deliverable.>

Phase 1 Phase 3

Phase 2

Milestone Description Due Date

1.10. Key Project Assumptions

<Outline key project assumptions which can impact the project if proven false.>
ID Assumption Importance Impact if false

1.11. Key Project Constraints

<Outline key project constraints which can impact the timescale, budget, or performance of the
project.>
ID Constraint Area of Impact

Page 5 of 8
Project Charter
<Project Name>

1.12. Key Project Dependencies

<Outline key project dependencies to and from other projects.>
ID Dependency Owner Impact Date

1.13. Key Project Risks

<Outline key project risks which can impact the project if they materialize.>
ID Risk Probability Impact Mitigation

Page 6 of 8
Project Charter
<Project Name>

Section 3. Project Organization

1.14. Project Governance Structure
<Use the diagram below to illustrate the project governance structure, that is, which governance bodies
and layers of governance will be involved in the project (e.g. project board, steering committees).

Organizational
Level

Strategic Level

Project Level

1.15. Project Management Team

<Identify who will be the members of the project management team as well as their role and main
contact.>
Name Role Contact
Project Sponsor
Project Manager
Project Assurance
<Role>
<Role>
<Role>

1.16. Project Team

<Identify who will be the members of the project team as well as their role and main contact.>
Name Role Contact
Workstream Lead
Business Analyst
Developer
<Role>
<Role>
<Role>

Page 7 of 8