© Created & Designed by Eng.

Mohamed Raslan - 2024

 Project Charter

The project charter is the

document issued by the
project initiator or
sponsor that formally
authorizes the existence
of a project and provides
the project manager with
the authority to apply
organizational resources
to project activities
 Process Group
Knowledge Area
Initiating Planning Executing Monitoring & Controlling Closing
4.5. Monitor & Control
4.3.Direct & Manage Project 4.7. Close
4. Project Integration 4.1. Develop project 4.2. Develop project management Project Work
Work Project or
Management charter plan 4.6. Perform Integrated
4.4.Manage Project Knowledge Phase
Change Control
5.1. Plan Scope Management
5.Project Scope 5.2. Collect Requirements 5.5. Validate Scope
Management 5.3. Define Scope 5.6. Control Scope
5.4. Create WBS

6.1. Plan Schedule Management.

6.2. Define Activities
6. Project schedule
6.3. Sequence Activities 6.6. Control Schedule
Management
6.4. Estimate Activity Durations
6.5. Develop Schedule

7.1. Plan Cost management

7.Project Cost
7.2. Estimate Costs 7.4. Control Costs
Management
7.3. Determine Budget
8. Project Quality
8.1. Plan Quality management 8.2. Manage Quality 8.3. Control Quality
Management
9.3. Acquire Resources
9. Project Resource 9.1. Plan Resource Management
9.4. Develop team 9.6. Control Resources
Management 9.2. Estimate Activity Resources
9.5. Manage team
10. Project
10.1. Plan Communications 10.3. Monitor
Communication 10.2. Manage Communications
Management Communications
Management
11.1. Plan Risk Management
11.2. Identify Risks
11.3. Perform Qualitative Risk
11. Project Risk 11.6. Implement Risk
Analysis 11.7. Monitor Risks
Management Responses
11.4. Perform Quantitative Risk
Analysis
11.5. Plan Risk Responses
12. Project Procurement
12.1. Plan Procurement Management. 12.2. Conduct Procurements 12.3. Control Procurements
Management
13. Project Stakeholder 13.1. Identify 13.3. Manage Stakeholder 13.4. Monitor Stakeholder
13.2. Plan Stakeholder Engagement
Management Stakeholders Engagement Engagement

2 24 10 12 1
Develop Project Charter
INPUTS T&T OUTPUTS

INPUTS
1. Expert Judgment
1. Business Case
2. Data Gathering • Project Charter
2. Agreements
• Brainstorming
3. Enterprise T&T • Project
OUTPUTSVision
• Focus Groups
Environmental Statement
• Interviews
Factors (EEF)
3. Interpersonal & Team
4. Organization Process
Skills
Assets (OPA) • Conflict Management
• Facilitation
• Meeting Management
4. Meetings
 Input: Business Case Market
Demand

• Is the project worth the

Social Organizational
Need Need
investment? ROI? Indirect
benefits?
But is it worth it
• Business need, market to carry on with
the project
Ecological Customer
conditions, cost/revenue Impacts Request

analysis.

• Could be done by customer, Legal Technological

Requirement Advance
performing org or both.

The project manager does not update or modify the business documents since they are not
project documents; however, the project manager may make recommendations.
Input: Agreements
contracts

Memorandums of
Email understanding
(MOUs),

Agreements
service level
verbal
agreements
agreements
(SLA),

letters of letter of
intent agreements
 Inputs:
• Enterprise Environmental Factors • Organisational Process Assets

• Regulations • Organisation's standards

• Industry Standards, codes of • Templates

conduct • Historical Information and
• Marketplace conditions lesson learned
 T&T: Expert Judgement
Judgment provided based upon expertise in an application area,
Knowledge Area, discipline, industry, etc., as appropriate for the
activity being performed.

• PMP

• Experiences based on
– Consultants

– Stakeholders

– Industry Groups

– SME/PMO
 T&T: Meetings
 Meetings to develop the project
Charter

 Attendees may include the project

manager, the project sponsor,
selected project team members,
selected stakeholders, anyone with
responsibility for any of the
management processes, and others
as needed.
 T&T: Brainstorming

A facilitator conducts a
brainstorming section
where group of
stakeholders brainstorm
about
data/solution/ideas.
 T&T: Facilitation
As the name suggests a
facilitator is conducting a
group event where the
primary purpose is to reach
on an agreement/solution.
Facilitator makes sure that
everybody contributes to the
process
 Output: Project Charter
• What it is
• Formally authorizes the existence
of the project
• Provides authority to the project
manager to spend money and
other corporate resources
• Defines the high-level project
requirements
• It is issued by the project sponsor
• It is broad enough not to require
any changes during project
execution
• Purpose/justification
• Measurable objectives
• Assumptions and constraints
• High level risks
• Boundaries and milestones
• Key Stakeholders
• Project Approval req
• PM authority
• Sponsor authority
 Output: Project Vision Statement
A project vision statement is a description
or declaration of what an
organization/project team wants to
obtain or accomplish upon the
completion of a project. While the vision is
the grand idea, the vision statement is a
clear and concise announcement and
description of the big picture. no one perfect fit for everyone

- “Take to market a copier that is small, inexpensive, and reliable

enough for personal use on a secretary’s desk.”
Examples: - “Design an onboarding program that quickly transforms new
employees into valuable long-term contributors.”
- “Prepare a prioritized list of low-cost engineering recommendations
that guides the organization to more energy-efficient operations.”
 Project Charter
Develop a Project Charter using the following sample content:

1) Project Title
2) Project Start and finish date
3) Name of sponsor or those authorizing the project
4) Assigned project manager and authority level.
5) Project purpose & justification.
6) Objectives and their success criteria
7) Summary milestone schedule.
8) Summary budget
9) Approval criteria and who signs off project
10)Organizational, & external assumptions & constrains.
QUESTIONS
A. Measurable Objectives

B. Detailed Deliverables List

C. Key Stakeholders List

D. Change Request Form

Q2- A Project charter formally authorizes the existence of a
project; the project charter is issued by?

A. Any Stakeholder

B. Project Manager

C. Project Initiator

D. None of the above

Q3- You're on the project selection committee. You're reviewing a
document that describes the strategic value of a potential project
and its benefit to the company. What's this document called?

A. Project Charter

B. Business Case

C. Benefits Measurement Method

D. Contract
Q4- You are holding a formal, approved document that defines how
the project is executed, monitored, and controlled. You are holding:

A. The project management plan

B. The performance measurement baseline

C. The project charter

D. The work breakdown structure

Q5- You are a project manager starting a new project. Your
manager warns you that previous projects ran into trouble. Which
of the following would be BEST for you to rely on to help plan your
project:

A. Project Management Expertise

B. OPA

C. Change Control System

D. Forecasts
Q6- Which is NOT true about the project charter:
A. The project manager must be consulted before the charter is
finalized
B. The charter is issued by the project sponsor
C. The project manager's authority to manage the project is
granted by the charter
D. The charter gives a summary milestone schedule
Q7- You are the Project Manager for Geothermal Systems. Which
of the following must be done FIRST before proceeding with a
new project?

A. A. Obtain Project Charter approval

B. B. Create the Project Scope Statement

C. C. Stakeholder analysis

D. D. Product Analysis
Q8-The selection of life cycle for the project, the processes to be
applied to each phase, and the results of the tailoring by the
project management team are usually found in the:

A. A. Project scope statement

B. Project management plan

C. Project schedule

D. Project Charter
Q9- When is the Project Charter created?

A. Before the Business Case

B. During the project acceptance from the customer

C. After the Business Case has been created

D. After the sign-off of the Project Management Plan

Q10- A project manager joins a project during its
planning phase. What should the project manager do
first to become familiar with the project's status?
A. Review the project charter.

B. Organize a status meeting with the project team.

C. Check the PMIS.

D. Consult subject matter experts.