Project Charter
General Information
Project Name:
Project Identifier:
Accountable Director:
Project Manager:
Prepared By:
Date:
Document Version:
Date
Author(s)
Version
Change Description
Purpose and Objectives
Define the project and objectives – background, define the business drivers, expected outcomes, and business concepts for the project
Background
Provide a description of the business problem and any action taken previously to solve the issue. Why do we need to do this
now? What if we do not do this project?
Project Objectives
Provide a concise description of the expected final project results in terms of business outcomes.
Business Concept
At this stage of a business project, it is typically difficult to define the solution. The purpose of this section is to clearly define
what the solution will achieve from a business process or user perspective, not to describe the technology. The business
concept session should surface key requirements and user issues and include a description of the expected end process. The
business sponsor may complete this section. It may be useful to include the following:
• A diagram of the final business process
• Involved groups
• Information flows
• Sites/geographies affected
Project Solution
In nontechnical terms, describe at a high level how the problem will be solved or the business need met.
• What are the key features of the system?
• Who will use it?
• What are the components?
This section may include a discussion of alternatives, including use of existing systems. If appropriate, provide a before-and-after
diagram of the technology or situation.
Project Success Matrix:
Parameter
Description
Priority = 1: Must do; 2: Should do; 3: Would like to do
Objective
Priority
(1-3)
Acceptable Variance
Preliminary Scope Statement
Define those item that are in or out of scope.
In Scope
Out of Scope
Risks
For both the Project Planning Phase and the overall project develop a comprehensive assessment of potential project and business risks. Identify
mitigation plans or the significant risks.
Planning Phase Risk Matrix:
Risk Description
Category
Mitigation
Impact
(1-4)
Probability
(1-4)
Risk Factor
(I*P)
Impact = 4: threatens the viability of the entire project; 3: severely impacts project resources, budget, schedule, or quality; 2: moderately impacts project
resources, budget, schedule or quality; 1: minimally impacts project resources, budget, schedule or quality
Probability = 4: greater than 80% chance (highly probable); 3: from 50% to 80% (moderately probable); 2: from 20% to 49% chance (fairly probable) 1: less
than 20% chance (improbable)
Overall Project Risk Matrix:
Risk Description
Category
Mitigation
Impact
(1-4)
Probability
(1-4)
Risk Factor
(I*P)
Impact = 4: threatens the viability of the entire project; 3: severely impacts project resources, budget, schedule, or quality; 2: moderately impacts project
resources, budget, schedule or quality; 1: minimally impacts project resources, budget, schedule or quality
Probability = 4: greater than 80% chance (highly probable); 3: from 50% to 80% (moderately probable); 2: from 20% to 49% chance (fairly probable) 1: less
than 20% chance (improbable)
Resource Requirements
Identify teams, funding and other resources that may be required to successfully complete this project.
Team Project Resource Estimates:
Team
Planning
Estimate
Description
Overall
Estimate
Description
Custom Applications & Consulting Services
Enterprise Applications
Enterprise Architecture
Budget & Administration
Infrastructure Support Services & Administration / HD
Customer Communications & Outreach
Departmental Computing Support
Training & Student Engagement
Information Security, Policy & Records
Enterprise Storage & Computing Platforms
Solutions Architecture
Data Center Services
Network Distribution
Network Engineering
Telephony & Video Services
Infrastructure Applications
Team estimates – Micro: 0-100 Hours, Small: 101-500 Hours, Medium: 501-1000 Hours, Large: 1001- 4000 Hours, Jumbo: > 4000 Hours or just write number
Funding Resource Estimates:
Funding Type
Planning
Estimate
Description
Overall
Estimate
Description
One Time Hardware
One Time Software
One Time Services
Recurring Maintenance
Recurring Hardware Refresh
Other Resources
Provide a description any other resources that are required.
Stakeholders
Define the project and objectives – define the business drivers, expected outcomes, and business concepts for the project
Project Success Matrix:
Category
Name
Role(s)
What does the stakeholder need from
the project?
What does the project need from the
Stakeholder?
Category = Core Team, Extended Team, Vendors, Customers, Management, Indirectly Impacted
Role = Solution Design, Implementer, Adapter, ITS Sponsor, Business Sponsor – A person can be more than one
Assumptions, Guidelines and Constraints
List any that are not included in the above sections.
Governance
Define the governance structures that are applicable to this project.
Approval
The people below agree to this document as the formal Charter statement to begin work on the project described within, and commitment of the
necessary resources.
Name / Title
Signature (recommended)
Date