[Project Name]
Project Charter: Project Charter Template
Project Approval
Approval of the Project Charter indicates an understanding of the purpose and
content described in this deliverable. By signing this deliverable, each individual
agrees work should be initiated on this project and necessary resources should be
committed as described herein.
Sponsors
Date Printed: 2/9/2016
File Name: Document1
Title
Signature
Date
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Contents
Section 1 Project Overview ............................................................. 3
1.1 Problem Statement ............................................................ 3
1.2 Project Goals and Objectives ............................................. 3
1.3 Project Approach ............................................................... 3
1.4 Project Scope .................................................................... 4
1.4.1 Detailed Description of Project Deliverables ................ 4
1.4.2 Project Timeline ........................................................... 5
1.4.3 Project Milestones ....................................................... 6
1.5 Critical Success Factors .................................................... 6
1.6 Assumptions ...................................................................... 6
1.7 Constraints......................................................................... 6
1.8 Risks .................................................................................. 6
Section 2 Authority, Funding, Resources and Milestones .............. 8
2.1
2.2
2.3
2.4
Project Authority ................................................................ 8
Funding Sources................................................................ 8
Human Resource Requirements ........................................ 8
Facilities, Technical, and Other Resources........................ 8
Section 3 Project Organization ....................................................... 9
3.1 Project Structure ................................................................ 9
3.2 Roles and Responsibilities ............................................... 10
Section 4 Points of Contact ........................................................... 11
Section 5 Glossary ........................................................................ 12
Section 6 Document Tracking ....................................................... 13
Section 7 Appendices ................................................................... 14
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Section 1 Project Overview
1.1 Problem Statement
Following is the description of the business reason(s) for initiating this project,
specifically stating the current business process and business problem.
1.2
1.1.1.
Current Process
 Describe the current process here.
1.1.2.
Business Problem
 Describe the challenges caused by the current process here.
Project Goals and Objectives
Following is a description of the business goals and objectives of this project. For
example, how will this project resolve the challenges outlined in section 1.1.2 above.
 Describe the goals and objective of the project here.
 If the project is expected to have multiple phases, describe what the goals and
objectives are for each phase:
o
o
Phase X Phase XX -
1.3 Project Approach
Following is an outline of the approach that will be taken to complete the project. The
outline should identify the team members involved (e.g., units, schools, specific
personnel) and a high-level description of the approach that they will follow.
 The Team includes . . .
 The Approach that will be taken . . .
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1.4 Project Scope
Following is a description of the project scope, which more clearly defines the products
and/or services delivered by the project (in scope) as well as the products and services
that will not be delivered (out of scope). There will be sign-off after each step. Add rows
in each section as needed.
Phase X:
Phase X Includes (in scope)
1.
2.
3.
Phase X Excludes (out of scope)
1.
2.
Phase X (if applicable):
Phase X Includes (in scope)
1.
2.
3.
Phase X Excludes (out of scope)
1.
2.
1.4.1
Detailed Description of Project Deliverables
 Provide detailed descriptions for any of the above-mentioned deliverables here.
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1.4.2
Project Timeline
Following is a high-level timeline estimate for the project. A more formal timeline will be
finalized during the Planning Phase of NUIT’s Project Management System. The final
timeline will be based on information collected during the Requirements and Design
Phase and will be dependant on project approval and resource availability.
The chart format and/or graphic format below can be utilized. The graphic version may
be more effective if enlarged to fit “landscape” view.
Task Name
Duration
Start
Finish
PHASE X
Project Charter
Project Kick-off/Awareness
Campaign
Requirements and Design
Planning
Execution and Testing
Training
Delivery
PHASE X (If needed)
Project
Launch (1/1/11)
Requirements
and Design
(1/15/11)
Planning
(2/15/11)
Execution
(3/1/11)
Testing (6/1/11)
Training
(7/20/11)
Deployment
(8/1/11)
Postimplementation
(8/15/11)
Comments Regarding the Projected Timeline:
Include any special notes about the timeline here.
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1.4.3
Project Milestones
List the project’s major milestones and deliverables and the planned completion dates
for delivery. This list should reflect products and/or services delivered to the end user as
well as the delivery of key project management or other project-related work products.
Milestone/Deliverable
Planned Completion
Date
1.5 Critical Success Factors
Following are the factors or characteristics that are deemed critical to the success of
the project, such that, in their absence the project will fail.
 In Phase X  In Phase X -
1.6 Assumptions
Following are the assumptions related to business, technology, resources, scope,
expectations, or schedules contributing to or supporting this project. (example: funding
has been secured in the amount of $XXX, specific documentation is needed before
coding or installation can be completed, etc.).
 Describe the assumptions here.
1.7 Constraints
Following are the potential project constraints based on current knowledge.
Constraints could include such items as schedule, budget, resources, products to be
reused, technology to be employed, products to be acquired, and interfaces to other
products.
 Describe constraints here.
1.8 Risks
Following are the risks that could disrupt the successful completion of the project. For
each risk, identify the probability of occurrence and the expected severity of impact. If
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available, also include the mitigation strategy for each identified risk. New risks
identified throughout the project will be managed through Change Control.
Risk Name
Description/Mitigation
Impact on
Project
Severity
(H,M,L)
Probability
(H,M,L)
Example:
Consensus on
requirements
Description: Getting
agreement on the most
important features to
include/not includes.
Schedule delay
High
Medium
Mitigation option: Ensure
all decision-makers are
identified and involved
prior to or during planning.
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Section 2 Authority, Funding, Resources and Milestones
2.1 Project Authority
Following is a description of those who have authority to make decisions related to the
project. In each description, provide the individual’s name, title, department or college,
and their specific level of authority (e.g., ability to change the project scope, ability to
approve timeline changes, ability to sign off on deliverables, etc.).
 Identify authorized personnel here.
2.2 Funding Sources
Following is the estimated cost to complete the project as well as the source of funds.
In each description, provide the cost breakdown for various elements of the project (e.g.
hardware, software, etc.), the source of funds, as well as the status of securing the funds
(e.g., requested, approved, received, spent).
 Describe funding needs and resources here.
2.3 Human Resource Requirements
Following is the estimated human resource needs to complete this project. To the
extent possible, describe the specific personnel (or department) needed to support the
project. Also include the work/tasks each is expected to complete. Human resource
needs should include NUIT as well as customer resources needed to successfully
complete the project.
 Describe human resource needs here.
2.4 Facilities, Technical, and Other Resources
Following is the expected needs related to facilities, technology, and other resources.
Examples include office space, special facilities, office or computer equipment, and
support tools.
 Describe facility, technical, and other resource needs here.
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Section 3 Project Organization
3.1 Project Structure
Following is the organizational structure of the project team and the project sponsors.
Add or delete boxes as needed to best illustrate all the entities involved. Section 3.2
below provides a chart to outline the roles and responsibilities and specific individuals
elected to fill each role in the chart.
Steering Committee
Project Sponsors
Project Manager
Process Owner(s)
__ Team
__ Team
__ Team
(Functional and Technical
Team Leaders)
(Functional and Technical
Team Leaders)
(Functional and Technical
Team Leaders)
Team Members
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Team Members
Team Members
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3.2 Roles and Responsibilities
Following is a summary of the roles and responsibilities for the project team and the
Sponsors identified in the project structure above. Add, delete and modify the rows as
needed to represent all critical project entities identified in the chart above.
Key Roles
Responsibilities
Steering
Committee

Project
Sponsors

Project
Manager

Process
Owners

Functional
Team
Leaders

Technical
Team
Leaders

Team
Members

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Proposed - Person
Responsible
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Section 4 Points of Contact
Following are the team members with their contact information for the primary us of this
project.
Contact Name
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Department/College
Campus
Campus Email
Phone ext.
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Section 5 Glossary
Following are definition of terms and acronyms needed to interpret the Project Charter
properly.
Term/Acronym
Date Printed: 2/9/2016
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Definition
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Section 6 Document Tracking
Following is a log of all changes made to this document.
Date
Description
Date Printed: 2/9/2016
File Name: Document1
Who made the change
Who approved the change
(name and role on project) (name and title)
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Section 7 Appendices
Following are any relevant appendices. Append this document as needed to include any
relevant appendices that will help to further define the project.
Date Printed: 2/9/2016
File Name: Document1
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