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Type Project Name

Project Charter

Project Purpose
Why is this project necessary?

Project Vision
What does success look like for this project?

Background
What is the history behind this project? Who has been involved in the past? Why is this project
necessary right now?

Project Milestones
What are the major chunks of work that must be done to complete this project? You can include
meetings where project findings must be presented as well ask tasks to be completed.
Examples of items to complete are below

Date:
Date:
Date:
Date:
Date:

Relevant Information Gathered

Advisory Board Approval of Recommendation
Advisory Board Approval of New Processes and Resources
New Policies and Procedures Implemented
Communication of Policies to Stakeholders

Stakeholders
This goes beyond who will be on your team or who has requested the project. It is a list of
everyone who could be impacted by the project or who could influence the success of the
project. Provide background information about why the person or group cares and how they
might impact the project.

Name

Interests, Role & Potential Impact

Constraints and Assumptions

Constraints
What are the boundaries and limits that impact this project?

Assumptions
What must be true for the project to be completed successfully on time and within budget?

Risks and Mitigation

What problems can you anticipate and how will you address them?

Potential Problem

Likely Causes

Preventative or
Mitigating Actions

Project Team
Who will be involved in this project directly and indirectly.

Role

Responsibilities

Sponsor

Provides vision, resources and

prioritization. Holds owner
accountable.

Owner

Has overall responsibility for the

success or failure of the project;
ensures that all the work gets done
and that others are involved
appropriately.

Project
Manager

Provides the structure, support and

planning to enable the project to
be completed on time and within
budget.

People to
consult

Should be asked for input and/or

needs to be kept in the loop

Name

Liability and policy

Helpers

Available to help do part of the

work

Approvers

Signs off on decisions before

theyre final

Approval Requirements

What must each of the approvers listed above approve?

Title, Dept

Timeline
Milestone / Task

Milestone Listed above

Task required to achieve milestone
Task required to achieve milestone
Task required to achieve milestone
Task required to achieve milestone

Milestone Listed above

Task required to achieve milestone
Task required to achieve milestone
Task required to achieve milestone
Task required to achieve milestone

Milestone Listed above

Task required to achieve milestone
Task required to achieve milestone
Task required to achieve milestone
Task required to achieve milestone

Owner

Date