PROJECT CHARTER TEMPLATE V 1 0 INTRODUCTION The

INTRODUCTION The Project Charter establishes a partnership between the performing and requesting organizations of

TABLE OF CONTENTS Project Purpose & Description Project Objectives High Level Requirements Summary Milestone

PROJECT PURPOSE & DESCRIPTION o Describe the main purpose or justification of the project.

PROJECT OBJECTIVES o Describe the main objectives of the project. Please consider o o

HIGH LEVEL REQUIREMENTS Define the high level requirements for the product or services for

SUMMARY MILESTONE SCHEDULE Provide a summary of expected milestones for the product or service

ESTIMATED PROJECT COSTS / BUDGET Provide high level estimated project costs and budget for

STAKEHOLDER o List the key stakeholders and describe their role. Stakeholder ©Gerhard Consulting. All

PROJECT MANAGER This is to officially nominate and authorize the project manager of the

PROJECT ORGANIZATION o Draft a high level org chart for the key areas of

HIGH LEVEL RISKS Describe the major known risks and how to mitigate them. o

TRAINING NEEDS o Describe the known training needs in case of introducing o o

CHANGE MANAGEMENT o Describe the organizational change management need to obtain acceptance for the

TECHNICAL DECISIONS o Describe any technical decisions critical for the project. o o o

CONFLICT RESOLUTION o Describe the process to solve conflicts. Define an escalation path. ©Gerhard

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PROJECT CHARTER TEMPLATE V 1. 0

INTRODUCTION The Project Charter establishes a partnership between the performing and requesting organizations of a project. An approved Project Charter formally initiates a project and is typically used for project kick-off. The Project Manager should ideally participant in creating the Project Charter. The Project Charter provides the Project Manager with the required authority to plan and execute the project. ©Gerhard Consulting. All Rights Reserved.

TABLE OF CONTENTS Project Purpose & Description Project Objectives High Level Requirements Summary Milestone Schedule Estimated Project Costs / Budget Stakeholder Project Manager Project Organization High Level Risks Training Needs Change Management Technical Decisions Conflict Resolution ©Gerhard Consulting. All Rights Reserved.

PROJECT PURPOSE & DESCRIPTION o Describe the main purpose or justification of the project. Consider using parts of the business case and other available agreements related to the project. ©Gerhard Consulting. All Rights Reserved.

PROJECT OBJECTIVES o Describe the main objectives of the project. Please consider o o Scope Time Cost and other areas of interest Objectives Success Criteria Scope Time Cost xxx ©Gerhard Consulting. All Rights Reserved. Sponsor

HIGH LEVEL REQUIREMENTS Define the high level requirements for the product or services for which the project has been set up o Think about using a requirements traceability matrix from the very beginning of the project to properly document each requirement o ©Gerhard Consulting. All Rights Reserved.

SUMMARY MILESTONE SCHEDULE Provide a summary of expected milestones for the product or service of this project. o In case of known time constraints, please describe them here as well. o Jan Feb Mar Apr May Jun Jul Aug Sep Kick Off Start Design Start Build Start Test Go-Live ©Gerhard Consulting. All Rights Reserved. Oct

ESTIMATED PROJECT COSTS / BUDGET Provide high level estimated project costs and budget for the project. o Depending on information available, describe overall budget and budget for individual project phases. o Use business case information o ©Gerhard Consulting. All Rights Reserved.

PROJECT ORGANIZATION o Draft a high level org chart for the key areas of the project. PMO <> Program Manager <> Bus. Owners <> <> Project Managers Project <>Managers <> Technical Lead <> Functional Lead <> Architecture SME <> Functional Team <> Infrastructure SME <> Development Lead <> Developer <> ©Gerhard Consulting. All Rights Reserved. Test Lead <> Training Lead <> Test Team <> Training SME <>

HIGH LEVEL RISKS Describe the major known risks and how to mitigate them. o # 1 Description Scope changes Impact High Probability 75% Response Mitigate 2 3 4 ©Gerhard Consulting. All Rights Reserved. Responsible John Doe Status open

TRAINING NEEDS o Describe the known training needs in case of introducing o o o New software New products New services Organizational changes Consider also possible training need to deliver the project. ©Gerhard Consulting. All Rights Reserved.