Fillable Printable Project Charter Template Pdf
Fillable Printable Project Charter Template Pdf
Project Charter Template Pdf
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Project Name:
XYZ Computer System
Company:
XYZ Manufacturing Company Ltd.
Division:
Computer Systems
Department:
Information Technology
Process or Product:
Servers and Displays manufacturing
Prepared By:
Document Owners Project or Organization Role
Ken Owttrim Project Manager
John Smith Director, IT – Project Owner
Joe Blow VP, Manufacturing – Project Sponsor
Version Control
Ver # Date Author Change Description
0
02/01/09 Ken Owttrim
John Smith
Joe Blow
Document created
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2
Project Charter
Project Name: XYZ Computer System
Page 2 of 9
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The Project Charter defines the scope, objectives, deliverables and overall approach for the work
to be completed. It is a critical element for initiating, planning, executing, controlling, and
monitoring the project. It is the absolute master document for the project and as such it should be
the single point of reference on the project for goals and objectives, scope, organization,
estimates, deliverables, and budget.
There are items within the Charter that are supported by additional project control documents. In
these instances the Charter will name the documents involved and describe their purpose and
use throughout the project life cycle. This serves to keep changes to the master document to a
required minimum while providing a mechanism to monitor and control the key areas of the
project on an ongoing basis.
The Project Charter also serves as a contract between the Project Team and the Project
Sponsors, stating at a minimum:
• Why are we doing this and what is the overall goal.
• What are the assumptions and constraints going in.
• When do we need to be finished.
• What deliverables must be made to get there.
• What things are not to be done.
• When do the deliverables need to be completed and in what order.
• Who is going to actually do the tasks and where.
• What resources and money (budget) is needed.
• What risks are there likely to be along the way.
• How to keep things on target and monitor progress.
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In the last budget process it was recognized that the legacy Manufacturing Information System
needed to be upgraded as vendor support for the old system was to be discontinued within two
years. In house staff cannot maintain the old system due to source code not being available. A
modern manufacturing software application would provide added functionality and opportunities
to reduce inventory levels and product delivery times.
Subsequently, an RFP was issued, a vendor selected and contracts completed to provide the
new software. It is assumed the new application will operate satisfactorily on the XYZ hardware.
This is a potentially high risk to the project and must be verified in the early project stage.
The new system will be initially implemented in the Display manufacturing facility. It is anticipated
that will happen within the first 12 months. Once the system has proven itself and stabilized, then
the main Server plant will be brought online within the following 6 months. This timeline must be
met to ensure our operating systems are fully supported.
The cost is not to exceed $750,000. This includes the initial software application, custom code
development, and consulting costs.
The Director of IT will be responsible for the implementation, and will hire an experienced contract
Project Manager to guide the project. The VP Manufacturing is the Project Sponsor and must sign
off on all major deliverables. The various company departments will contribute experienced staff
resources to the project team for the duration of the project.
Project Charter
Project Name: XYZ Computer System
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Goals and Objectives:
Goals Objectives
The project will provide an
improved system for controlling
inventory.
Achieve an inventory cost reduction of 25% for the Display
manufacturing division 6 months after implementation.
Achieve an inventory cost reduction of 25% for the Server
manufacturing division 6 months after implementation.
Reduce total days of component inventory on hand by 30%.
Process inventory transactions on a real time basis to
achieve 98+% accuracy of online stock status information.
Shorten product delivery times
by implementing new system.
By implementing the new customer order configuration
module:
The average days to deliver Displays will drop from 8 to 3
days and the Server delivery days will drop from 10 to 5 days.
The project will provide a
flexible, modularized bill of
material system.
Interface the bills of material system to the order entry
process so that the order entry error rate will be reduced by
75%.
The new system will require
less support costs.
Successfully implement the new software on XYZ hardware
in order to cancel third party hardware maintenance.
Project Deliverables:
ID
Milestone Deliverable Due Date
1. Display division goes live --
Deliverable 1: Complete Inventory module
Deliverable 2: Complete Bill of Material module
Deliverable 3: Complete Order Entry module
Deliverable 4: Finalize testing and training
02/01/10
05/01/09
08/01/09
11/01/09
01/15/10
2. Server division goes live --
Deliverable 1: Complete Inventory module
Deliverable 2: Complete Bill of Material module
Deliverable 3: Complete Order Entry module
Deliverable 4: Finalize testing and training
06/01/10
01/01/10
02/01/10
03/01/10
05/15/10
NB: A Gantt Chart produced by a suitable project planning software application is essential to
understanding all of the project deliverables and activities, their interrelationships, completion due
dates, and progress status. Once the project plan details have been completed, the gantt chart
will become an attachment to this document.
Deliverables Out of Scope:
• No new PCs or monitors will be installed at employee workstations.
• There will no Internet access to the new system during this implementation project.
• RFID technology will not be a part of the initial system implementation.
Project Charter
Project Name: XYZ Computer System
Page 4 of 9
Project Estimated Costs by Milestone:
NB: labour costs include consulting and internal staff. Milestone 1 has high learning component.
ID Deliverables Included Estimated Costs Date Est. Confidence
1.
Deliverable 1 Software costs = $25000
Labour costs = $96000
Total = $121,000.
02/01/09 High
Deliverable 2 Software costs = $25000
Labour costs = $96000
Total = $121,000.
02/01/09 Medium
Deliverable 3 Software costs = $25000
Labour costs = $96000
Total = $121,000.
02/01/09 Medium
Deliverable 4 Labour costs = $48000 02/01/09 Low
Total milestone costs:
Software = $75,000
Labour = $336,000
Total = $411,000.
02/01/09 Medium
2
Not available yet 02/01/09
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Project Assumptions:
• The new software application will operate properly on XYZ’s hardware platform.
• Sufficient internal staff resources can be made available to the project team.
• An experienced Project Manager will be hired to run the project.
• Facilities and workstations will be made temporarily available for the project team
• The project can be implemented within the cost budget.
• Required software enhancements will be made to handle XYZ specific needs.
Project Constraints:
• The economy is bad – the cost budget cannot be exceeded.
• It may be difficult to free up the required internal staff when needed.
• No new temp hires are allowed with the exception of the PM.
• The timeline must be met to decommission legacy system before support stops.
Project Interdependencies:
List any other projects in process or planned that have a relationship to this project. Describe how
those projects impact the implementation of this project.
Project Impact
Facilities expansion Need space for project team
IT hardware upgrade Need increased capacity on XYZ servers to handle new
application functionality.
WAN installation Need to be able to connect users online at all facilities
Project Charter
Project Name: XYZ Computer System
Page 5 of 9
Organizational Impacts:
The high level view of changes by organization can be listed in the following table.
Organization Impact to and Participation of Organization
Materials Management Heavily involved in setting up new inventory databases and
training on new system inputs. Staffing project team.
Product Engineering Training on new system to develop new bill of materials. Staff
project team.
Finance New period closing reports and procedures to be learned. Staff
project team.
Sales Learn new product structures to be able to properly configure
systems.
It is recommended that the Project Change Management and Project Change Planning
documents be referred to and used to address these concerns at a more detailed level.
NB: This section is essentially about Change Management. Projects almost always bring
significant change to organizations and are therefore disruptive. People inherently dislike change
and are sceptical towards those things that bring about the change. Those that aren’t directly
involved with the project team are likely worried about their role and what might happen to them
as the changes take place in the organization. It’s up to the project team to recognize this as a
serious matter and plan the appropriate communications to ensure correct expectations.
Project Scope Change:
In spite of having done the very best up-front planning and definition of project requirements,
inevitably someone will want to change the scope of the project. Scope “creep” impacts the
project deliverables and has been the downfall of many a project.
It is necessary to strictly control project scope to avoid confusion, wrong expectations and the
possibility of project failure. This is done by implementing a formal project scope change
procedure. The Project Scope Change Request and Project Scope Change Request Log forms
are designed to support the formal procedures. No changes are to be made to the approved
project scope and deliverables without obtaining approval through the formal scope change
management process.
The Project Scope Change Request form is divided into three sections to fully document input
from the requestor, reviewer, and decision maker. It supports a cost / benefit type of impact
analysis for every requested change. The use of this form is the only way to request and obtain a
change to the project scope.
The Project Scope Change Request Log form is maintained by the Project Manager and
provides an overview and status of each and every change requested. A history of all changes is
maintained on this form.
Regularly scheduled, frequent reviews of all open change requests are to be done to ensure all
requests are dealt with in an expeditious manner and to protect the integrity of the project plan.
These review meetings are to be included in the Project Communications Plan.
Project Charter
Project Name: XYZ Computer System
Page 6 of 9
Project Risk Management:
Effective project management is about identifying and managing risks to the project. The risks
should address both people resources and other resource areas. The Project Charter specifies
the Risk Management Plan including; activities, roles and responsibilities – samples are given
below.
Individual risk items are tracked on the Project Risk Management Item Tracking document. The
Project Manager is responsible for maintaining this document.
Risk Management Plan
Activity Description Ownership
Identification At the beginning of the project, the major
risks will be identified and documented for
tracking purposes. A specific risk
management meeting will be held with the
key project management to establish the
project risks.
Project Manager
IT Director
VP, Manufacturing
Reporting A monthly meeting will be held to review the
overall project risk status. Provide a status
update to the Project Risk Management
Item Tracking document, and add any new
risks as applicable.
Project Manager
Role Responsibility Assigned To
Project Manager The Project Manager is responsible for the
Project Risk Management Plan being
implemented and for reporting to the Project
Sponsor.
Ken Owttrim
Project Owner Provide management assistance and
guidance to the Project Manager and team.
Act as the main management interface
between the Project team and company
functional management.
John Smith – IT Director
Project Sponsor As the senior manager of the manufacturing
operations, provide acceptance criteria and
sign off on all major project deliverables.
Joe Blow – VP Manufacturing
Project Resource Planning:
The Project Resource Plan defines; the project organization chart, the staff resources required by
skill set to complete the various project activities, and the non-people resources required to
support the project team.
Project Organization Chart
The following organization chart shows the proposed project team structure.
Project Charter
Project Name: XYZ Computer System
Page 7 of 9
Resource Requirements by Skill Set
Following are the estimates for project resources.
Resource Type Quantity Duration in Weeks Supplier Estimated Cost
Project Manager 1 72 Consultant $216,000
Programmer 1 26 Internal IT $39,000
IT network analyst 1 26 Internal IT $39,000
Business Analyst 2 12 Internal staff $50,000
Materials specialist 2 50 Internal staff $80,000
Product Engineer 2 40 Internal Staff $150,000
NB: A detailed resource plan by timeframe will be made available from the project planning
software when the detailed level plan is completed.
Project
Manager
Business
Analysis
Manager
Engineering
Manager
Implementation
Manager
Training
Manager
Software
Vendor Project
Manager
Project
Coordinator
Internal Team
Software
Development
Team
Hardware /
Networking
Team
Internal staff
Vendor Staff
Project Charter
Project Name: XYZ Computer System
Page 8 of 9
Non-People Resources Required
Following is the list of desired items.
Item Description Quantity Comments
Workstations Standard programmer type
stations used in internal IT
department including
computers and LAN access.
9 Open concept space for
non-management staff.
Office Private office 2 One office designated for
Project manager plus one
for general team use.
Meeting rooms Rooms to hold up to 12
people
2 Need LAN access and LCD
projectors. To be used for
general meetings and
training sessions.
Project Communications Planning:
Effective communications are a vital part of successful project management. A communications
plan is to be established at the very beginning of the project and communicated to the entire
team. The plan describes all mandatory regular communications activities. These should include
topics such as; reporting, meetings, notices and team building. This plan sets out the timing and
responsibilities of essential items; for example, the Project Status Reports for the individual teams
and the overall project.
The Project Team Communications Plan document is used to define and communicate the
plan. The Project Manager is responsible for establishing and maintaining the plan.
Project Reporting – General Items:
An important part of successfully running a project is to specify up front the general tools and
templates that are to be used throughout the project for meetings and reporting. This
standardizes the documents to be used and facilitates a structured approach to setting up and
maintaining centralized project documentation storage and retrieval. These and all other project
documents are to be stored electronically in a centrally located and managed set of folders.
The following document templates are available to handle the key repetitive project tasks:
• Project Meeting – Agenda
• Project Meeting – Minutes
• Project Action items – Open
• Project Action Items – Closed
• Project Issue Management Form
• Project Issue Management Log
• Project Weekly Time Tracking – Employee
• Project Weekly Time Tracking – Summary
• Project Status Report
Project Charter
Project Name: XYZ Computer System
Page 9 of 9
Project Wrap-Up:
The Project Wrap-Up Report is prepared by the Project Manager at the conclusion of the
project. Prior to its preparation, an interview process is conducted with all of the main project
participants to complete the Project Lessons Learned document. All of the major project
activities are given a rating by the participants and an overall summary of all the responses is
prepared. The Project Lessons Learned summary document becomes an important component of
the project wrap-up. Also, a summary description of the project highlights and lowlights is
provided for the major activities.
A listing of any outstanding tasks that should be followed up on post project is provided along with
summary recommendations for future projects.
The main purpose of this report is to learn those things that went well, those things that could be
done better, and apply that knowledge to subsequent projects.
Attachments:
# Document Name
1
EG: contract, statement of work
2
Et
c.
