Project Name Project Charter Presenter Title Date The

<Project Name> Project Charter Presenter | Title | Date

The What <Project> Project Name: <Insert Project Name> Project Timeframe: <X> weeks • Sprint 0: <2> Weeks • Implementation: <X> Weeks • Hardening: <2> Weeks Project Pitch: <Example: We are building client onboarding so that we can streamline and coordinate a process that spans across all departments in the firm; In addition, we are building this app to provide transparency and accountability. >

The What Risks & Mitigation Plan <Example: Integration SME’s availability> Assumptions <Example: Production environment will be set up by Sprint 2> <Project>

The Why <Project> Product Goals: Start with Action Verbs: Achieve, Improve, Reduce, Complete, Increase • <Action Verb & Metric> by <Percentage> • Example: Mechanic Shop - Reduce Average Maintenance Time by 50% • Can involve improvement metrics that help competitiveness, reduce risk, reduce expense, enable process efficiency Other Examples: • Reduce Time • Reduce Risks • Improve Communication • Increase Productivity

<Project> The Why <Reduce Time> <Reduce Cost> <Improve Communication> <Increase Productivity> (from prior slide) Measure what we will measure Hours from opening of case to closing of case Source source for measurement Appian case record, audit tab Benchmark what the situation is now 30 hours per case Minimum Target the minimum acceptable value for the measurement 20 hours per case Desired Target the desired target value for the measurement 15 hours per case