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What this is A template for creating a document to officially launch a project after the project idea has been initially evaluated and selected for further work. The Project Charter is a high-level, short document created at project initiation to communicate the major parameters of the project the executives have approved to proceed. It summarizes briefly: • business drivers and justification • scope, schedule, cost targets • high-level resource needs • key roles assigned for the project (sponsor and project manager) Why it's useful The Project Charter expresses what the executives have approved for further work in a succinct, understandable form, to guide the new project team and ensure the project kicks off with a clear understanding of goals, assumptions, and constraints.

How to use it • When a new project idea has been vetted by some early investigation and analysis work and selected to proceed, create the Project Charter to document the major parameters of the project as understood by the executives who have approved it. • Use information from the early project proposal, any business case information created during the concept investigation, and any cost and other information gleaned from early feasibility analysis to fill in sections of the Project Charter. • Get official executive sign-off on the Project Charter. Ensure the charter is communicated to functional executives whose people will be needed for the project. • Officially kick off a team to move forward with this project. (Steps for using a project charter to best effect are continued in the template.). Related Templates The simple process outlined in this document confirms sponsor signoff on project phases or component projects in a program, by using efficient, focused meetings and folding into the existing lines of communication.

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Templates providing a consistent format for the capture and evaluation of new product and project ideas. A template for a Product/Project Business Plan that describes a new project for inclusion in the corporation portfolio of projects. This is an Opportunity Screening worksheet used to help determine if an idea is worth enough to the company to commission a product development project. An example agenda for holding a kickoff meeting for a new project and detailed guidelines for preparing for and running this intense team session. By Todd Fuller A good charter could be the single most important thing ever done on your project.

Here's how to get one.