Project Charter
Descriptive title of the Project (the title must not contain the solution)
Project Title:
Project Manager:
Unit:
Management:
1. Problem Statement:
Describe the problem, what is not working, what impact this problem is having on customers, the business,
employees, the environment, etc. Since when it has been happening, what is the time frame in which this
problem was identified? Were data collected on this problem and what units of measurement were used?
What is the current benchmark performance? Which process gives this output? The problem description
must not contain any solution.
2. Business Case:
Why is this a high priority? What is the impact associated with not achieving the desired level of
performance? (e.g. cost, production, schedule, quality, time cycle) How well is this project aligned with the
strategic plan?
3. Project Objective:
Indicate the objectives of the project, the indicators impacted (management, economic-financial) and their
timeframe.
4. Primary Metric:
Which business KPIs will be implemented? The primary unit of measure of the project is what will measure
the implementation/success of the project (cubic metres, litres sold, EBIT) and it should be defined how it
will be measured.
5. Project Scope:
Which area, department, geographic area or product/market/customer are being covered and which are
affected by this work? Which part of the process will be included? What is outside the scope? Are there any
limitations?
6. Financial Summary:
Provide a cost analysis of the project and include the expected capital and operational expenditure.
If savings or increases are realised, then these benefits/savings will have to be quantified in monetary
terms.
If the benefits are non-monetary, then explain what has been increased (e.g. improved customer
satisfaction, and loyalty, safety and public policy, reputation, etc.).
7. Duration of the Project
Start Date:
Completion Date:
Sponsorship:
Date and Place:
8. Team Members
Enter the target date for the
start of the project.
Enter the target date for
project completion
Insert a list of names of people who have been
indicated to support the project. The list should
also include the area of responsibility for each
team member/unit they belong to.
Insert the name and signature of the Senior Manager approving and
sponsoring the Project
Enter the date and place where the Project was activated.