[Insert client name]

PM01 - Project Charter Template

[Date]

Table of Contents

Introduction.................................................................................................................................. 3
Project objectives and scope.......................................................................................................4
Project benefits............................................................................................................................ 5
Approach, dependencies and critical success factors..................................................................6
Protocols...................................................................................................................................... 8
Project governance...................................................................................................................... 9
Roles and responsibilities............................................................................................................ 9
Key contacts.............................................................................................................................. 10
Project milestones...................................................................................................................... 11
Project risk factors..................................................................................................................... 12

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Introduction
[Insert an introductory paragraph outlining the nature of the clients business and the purpose of
undertaking the project. This is essentially an overview of what the rest of the document
contains, summarized in a few short paragraphs]

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Project objectives and scope

[Insert a summary of the project objectives and scope formally agreed. For example, what is the
project trying to achieve? What scope does it cover? What functionalities or departments are
involved? Which are not involved?]

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Project benefits
[In this section, define the benefits and related assumptions, associated with the project. These
may be quantitative or qualitative in nature. Also, tracking and reporting of realized benefits is
also described in this section, if applicable.]

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Approach, dependencies and critical success factors

Project delivery approach
[Its very important to reflect in the Project Charter how youre going to deliver the project. The
key areas you have to address are:

What steps need to be taken to deliver the project?

What deliverables are produced at the end of the project and at each milestone?

What are the key dates in project timeline and significant milestone?

When will each deliverable be completed and signed off?]

Deliverables

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Planned Delivery Date

Dependencies and assumptions

[Insert a summary of dependencies and assumptions that may impact the project teams ability
to execute the project as planned. This could be anything that restricts or is needed for the team
to perform work as agreed.]

Critical success factors

[Insert a summary of the critical success factors that underpin the success of the project. Some
examples include:
Maintain regular communication between the client and ABC (my company)
Clear roles and responsibilities
Agreement of project milestones and commitment from both the client and ABC to
achieve the agreed timeframes
Compliance with all applicable laws, including statutes and regulations
Timely delivery of accurate data, information and supporting documentation by the client
Timely responses to requests from both the client and ABC
Coordinated approach to minimize disruption to the clients day-to-day business
operations
Minimal functionality to be rolled out in the initial phase]

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Protocols
[The following table defines the protocols surrounding the execution of the project. Some
examples include:
How progress is communicated
How issues are resolved
Acceptable levels of client staffing and availability]
Ref.

Protocol

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Comments

Project governance
[Define the governance structure supporting the project, including lines of communication. Link
to roles and responsibilities in the next section]

Roles and responsibilities

The following table defines the roles and responsibilities associated with the project:
[Develop the following template to define key roles and responsibilities (client, our firm, third
parties):]
Our Firm
Role

Name

Responsibility

Name

Responsibility

[Insert client / third party name]

Role

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Key contacts
[Insert the name, role and contact numbers for the key contacts associated with the project.
Key contacts relate to both our firm and client staff]

Our Firm
Name

Role

Contact Number

Role

Contact Number

[Client Name]
Name

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10

Project milestones
The following table defines the key milestones / activities associated with the project:
[Develop the following template to define the key milestones, which should align with the project
plan:]
Ref
.

Milestone Description

Planned Start
Date

Estimated Completion
Date

1
2
3
4
5

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Project risk factors

Change management
[During the course of the project, issues or events may occur that results in a need to amend
the scope or objectives. Changes to the scope or objectives need to be agreed on before being
reflected in the project agreement.]
Management of project delivery issues
[A project delivery issue is defined as anything which, if left unresolved, could delay or have a
negative impact on the success of the project. Issues can arise in one or more of the following
areas: budget, schedule, resources, or quality of work.]
Detailed project planning
[A project work plan provides a basis for monitoring the delivery of the overall project. This work
plan includes the detailed steps necessary to effectively complete each phase of our project.]

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12