Sunday, November 15, 2009

Project Charter Example

I always wonder how to specify project charter clearly and efficiently (no excessive document), until I see the example below.

1. Project Title and Description

What is the project?

Customer Satisfaction Fix-It Project: Over the last few months the quality assurance department has discovered many of our customers' orders for our ABC equipment have taken the customer ten times longer to place through our computer network than our competitors' networks. The purpose of this project is to investigate the reasons for the problem and propose a solution. The solution will be authorized as a subsequent project. Quality Control has detailed records of their findings that can be used to speed up this project.

2. Project Manager Assigned and Authority Level

Who is given authority to lead the project, and can he/she determine, manage and approve changes to budget, schedule, staffing, etc.?


Alexis Sherman shall be the project manager for this project and have authority to select team members and determine the final project budget.

3. Business Need

Why is the project being done?

This project is being completed in order to prevent a further breakdown of customer satisfaction.

4. Project Justification

Business case-On what financial or other basis can we justify doing this project?


We expect that improved customer satisfaction will increase revenue to the company in the first year by at least $200,000 due to a decrease in service calls. As a side benefit, we hope that the project will generate ideas on improving customer
satisfaction while fixing this problem.

5. Resource Pre-assigned

How many or what resources will be provided?

Morgan and Danny are already dedicated to the project because of their expertise in computer networks of this type. Other resources will be determined by the project manager.

6. Stake-Holders

Who will affect, or be affected by the project (influence the project), as known to date?

Stakeholders include Connor representing Quality Control, Ruth in Customer Service and Mary in Marketing. These resources are available to assist the project as needed by the project manager.

7. Stake-holder Requirements as Known

Requirements related to both project and product scope.

Attached to this document are the detailed specifications for the existing system, the requirements that the existing system was designed to meet. It is expected that this project will not change how the system affects the existing requirements. The project must include utilizing the data available from quality control.

5. Product Description/Deliverables

What specific product deliverables are wanted and what will be the end result of the project.

  1. A report that outlines what can be changed, how much each change will cost and expected decrease in the time it takes to place and order resulting from each change. Few words are necessary in the report, but it must be created electronically and be agreed to by the heads of quality control, customer service and marketing in addition to the project team.
  2. A list of the interactions with our customers necessary to complete the changes. A work breakdown structure, due within two weeks, that outlines the plan for accomplishing the project, followed one week later by a list of risks in completing the project.
6. Constraints and Assumptions

A constraint is any limiting factor and an assumption is something taken to be true, but which may not be true.

Complete the project no later than <date>. Spend no more than <certain amount money>. We have assumed that Kerry will be available to assist the project and that testing can be done on the seller’s computer.

Project Sponsor Approval:

<Signature>

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