Fillable Printable OE Project Charter Template - University of California, Berkeley
Fillable Printable OE Project Charter Template - University of California, Berkeley
OE Project Charter Template - University of California, Berkeley
PROJECT NAME:
Project Name
PREPARED BY:
Typically the Project Manager
DATE (MM/DD/YYYY):
Project Charter Last Modified Date
PROJECT CHARTER VERSION HISTORY
VERSION
DATE
(MM/DD/YYYY)
COMMENTS (DRAFT, SIGNED, REVISED – CURRENT STATUS)
DOCUMENT PURPOSE
The ProjectCharter documents the formal conversation between the Project Sponsorand the Project Manager/Team, including the
definition ofsuccess for the project.
Once approved, the Project Charter communicates the current agreement between the Project Sponsor and the Project Team
throughout the lifecycle of a project. The Charterprovidesa high-level overview of the projectincluding the definition ofproject
success,and project resource(people and funds)requirements.
Requests and additionsto the project scopeareconsidered “out-of-scope” for the current project. When a scopechange is required,
document a change requestthatincludes an impact analysisof project cost, resources, schedule, and risk. The Project Sponsorthen
formally approves the scope change request.
The project manager will retain additional documents that provide detail on the management of the project, including a
communications plan, an issues log,a risk log,a change management plan, a budget, and a work schedule.
REVIEW & APPROVAL
(The Project Sponsor signature indicates approval of the Project Charter, and authorizes the Project Manager/Team to use
identified resources to proceed with the detailed planning and execution of the project; using this charter as guide.)
PROJECT SPONSOR(S) NAME
SIGNATURE
DATE
CASE FOR CHANGE
(What is the Current Situation?)
OE PROJECT CHARTER TEMPLATE
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PURPOSE
(What problem will be solved by the project? What value does this project add to the organization? How does this project align
with the strategic priorities of the organization? What benefits are expected once the project is completed?)
RESULTS
(What does success look like? How do we know that the problem described above is resolved? This typically involves clarifying
metrics for operations once the project is completed.)
#
SUCCESS MEASURE
1
2
3
4
SCOPE
(The scope defines the boundaries in terms of where the project begins and ends. The scope describes what will be delivered -
where, when, and how. Itdescribes the services, functions, systems, solutions, or tangible products for which the sponsor will take
delivery.)
PROJECT CONSTRAINTS & ASSUMPTIONS
(List the known and anticipated constraints, and the initial assumptions for the project.)
#
NAME
1
2
3
4
5
6
OE PROJECT CHARTER TEMPLATE
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PROJECT MILESTONES & DELIVERABLES
(List the major milestones and deliverables of the project.)
MILESTONE
DELIVERABLES
DATE
IMPACT STATEMENT
(List the impact this project may have on existing systems and populations.)
POTENTIAL IMPACT
WHAT AND WHO IS IMPACTED
RATING (1-5)
1:Low |3: Med | 5: High
FINANCE DESCRIPTION
(Provide a high level narrative overview on the estimated investment requirements, the savings targets, and the ongoing funding
model.)
RISKS
(Identify the high-level project risks and the strategies to mitigate them.)
RISK
MITIGATION STRATEGY
COMMUNICATION
(Highlight the communication requirements between the Sponsor, the Key Stakeholders and the Project Team, including the
frequency of check-ins, project reviews, and status reports (in person and written).)
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APPENDIX A - PROJECT ROLES & RESPONSIBILITIES
Name the members of the project team.
PROJECT SPONSOR: Providesoverall direction, guidance, and funding for the project.
RESPONSIBILITIESinclude settingthe vision and strategic direction, approvingthe project charter and plan;securingresources for
the project; confirmingthe project’s goals and objectives; keepingabreast of majorproject activities; makingdecisions on
escalated issues; and assistingin the resolution of roadblocks.
NAME
NAME
FUNCTIONAL OWNER:
Managesthe impact of the project in their functional area.
RESPONSIBILITIESinclude ensuring agreed-upon project tasks and deliverables are completed, incorporating the views of their
customers, providing functional expertise in a particular area, articulating requirements, and working to ensure that business needs
are met.
NAME
NAME
NAME
PROJECT MANAGER:
Leadsthe team in planning and implementing the project from initiation to closure.
RESPONSIBILITIESinclude scope and change management, keeping the project plan current (deliverables, schedule, and
resources), issue and risk management, maintaining project documents, reporting project status, and facilitating conflict
resolutions within the project and between cross-functional teams..
NAME
NAME
ThePROJECT STEERING COMMITTEEincludes key stakeholders and subject matter experts.
RESPONSIBILITIES include providingguidance on key issues.
NAME
NAME
NAME
NAME
NAME
NAME
OE PROJECT CHARTER TEMPLATE
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A SUBJECT MATTER EXPERT (SME)provides expertise on project elementsincluding business processandcurrent or new
technical solutions.
RESPONSIBILITIESinclude maintainingup-to-date experience and knowledge on the subject matter, validatingrecommendations,
and providingadvice on what is critical to the performance of a project task.
NAME
NAME
NAME
NAME
NAME
NAME
Describe the roles and responsibilities of the project participants.
PROJECT TEAM MEMBERS
RESPONSIBILITIESinclude
•understanding the work to be completed, completing the research, data gathering, analysis, and documentation,
•informingthe project manager and team members of issues, scope changes, risks, and quality concerns, and
•
proactively communicate status and manage expectations.
NAME
ROLE
NAME
ROLE
NAME
ROLE
NAME
ROLE
NAME
ROLE
NAME
ROLE
NAME
ROLE
APPENDIX B - KEY TERMS & DEFINITIONS FOR THIS PROJECT CHARTER
Define key terms unique to this Project Charter.
OE PROJECT CHARTER TEMPLATE
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