<PROJECT NAME>

Project Charter and Outline

<DATE>
Owners: <NAME> <NAME>
 Background
<Provides context and answers the question, “Why are we doing this
project?”>

Opportunity Key Sponsors

<Provide details on the value this project will bring>
<Add the names and titles of the
executive sponsors. This helps to
give your project and you as the
PM the authority to proceed with
this project.>
High-Level Scope and Assumptions
<List out the high-level scope of the project and what you know or
assume to be the case – these are the things that if they change, you
can expect the scope, time and resources for your project to change, so
it’s important to set these expectations early.>
 Positive Project Risks
<Outline the key project risks, if any. Again, this is an opportunity to set expectations on things
that may impact the project timeline, scope and resources. If you have a lot of risks, the
recommendation would be to store these risks in a separate Risk Register as part of your project
documentation. You may only want to call out the bigger risks in this charter.>

Risk Probability Impact Owner Actions to Support this Due Status Contingency/
Risk Date Resolution
<High/ Med/ <High/
Low> Med/
Low>
 Negative Project Risks
<Outline the key project risks, if any. Again, this is an opportunity to set expectations on things
that may impact the project timeline, scope and resources. If you have a lot of risks, the
recommendation would be to store these risks in a separate Risk Register as part of your project
documentation. You may only want to call out the bigger risks in this charter.>

Risk Probability Impact Owner Actions to Resolve Due Status Contingency/

Date Resolution
<High/ <High/
Med/ Med/
Low> Low>
Project Timelines
<Provide a visual of key project workstreams and milestones, and when
each is expected to happen. You can also color-code workstreams to
show which teams are accountable. I put my timelines together in
Microsoft Project and then use the timeline view to show the visual—
it’s a simple screen capture to copy and paste the timeline into your
deck.>
 Cost Overview
Item/Activity Spend Cost Incurred Total
Owner Month 1 Month 2 Month 3 Month 4 Month 5 Month 6

Total
 Work Streams
Work Stream Key Deliverables Dates Effort
 RACI
Workstream Responsible Accountable Consulted Informed
Project Resources
• <Add links to websites, project documents, research, etc.>