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IP-09 Charter Template
IP-09 Charter Template
Project Charter
Project Name:
Prepared by:
Date:
Project purpose: Identify the customers who are to receive and benefit from the product developed by
the project and the need the product is intended to meet (either as a problem to
solve or as an opportunity to exploit)
Planned Objectives: Identify what product or service is to be delivered at the end of the project, and at
any interim delivery points. Describe the product sufficiently to enable the project
team to create it, and for agreement to be reached at product delivery time that the
product has been correctly produced
High level project Briefly explain the requirements for the project and a description of the project to
description: afford an understanding of known needs and tasks to accomplish project
High level product Briefly identify major deliverables to be created by this project
description:
Planned schedule: Identify what milestones will be a key factor to reach to project objectives
Initial budget: Use a Rough Order of Magnitude estimate to show budget requirements
Program or Portfolio Identify how the project links to the work of the organization and any programs being
Links: managed in the organization
Assignment of Often the Project Manager will have already been decided before hand or during the
Project Manager, charter. Identify who the Project Manager is and what their responsibility is during
responsibility and the project and what authority level they have (decision making, budget, approving,
authority etc.)
Name and Title of Identify who the project sponsor is (persons or groups) and explain what their
Sponsor: authority will be within the project
Other: Identify and explain any other matters that are important for the initiation and
conduct of the project. Focus on charter issues of importance between the project
sponsor and the project manager. This section is not for describing the project plan