Project Presentation Template Page 2

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PROJECT CHARTER: Project Name
Instructions for the Project Charter Template
PROJECT NAME:
Project Name
DEPARTMENT/UNIT:
Department or Unit Sponsoring Project
PREPARED BY:
Typically the Project Manager
DOCUMENT PURPOSE
The Project Charter documents the formal conversation between the Project Sponsor and the Project Manager/Team, including
identifying metrics of success 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 Charter provides a high-level overview of the project
including the definition of project success, and project resource (people and funds) requirements.
Requests and additions to the project scope are considered “out-of-scope” for the current project. When a scope change is required,
document a change request that includes an impact analysis of project cost, resources, schedule, and risk. The Project Sponsor then
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’s signature indicates approval of the Project Charter and acceptance of the Sponsor’s responsibilities identified
in the Project Charter. The Project Sponsor’s signature also authorizes the Project Manager and Team to use the identified resources
to proceed with the detailed planning and execution of the project, using this charter as guide.)
Project Sponsor(s) Name
Signature
Date
PURPOSE & GOALS
(Describe the current challenges and opportunities that the project is addressing. In your response, please be sure to answer the
following four questions:
What problems will be addressed by the project?
What goals will be achieved by the project?
What benefits will the project deliver and which constituencies will receive these benefits?
How does the project align with the strategic priorities of the campus, college, school, or unit?)
SCOPE
(Describe the scope of the project. The scope defines the boundaries where the project begins and ends. The scope describes what
will be delivered including where, when, and how. It describes the services, functions, systems, solutions, or tangible products that
are approved by the Sponsor(s) to be created during the course of the project, as well as the business process impacts.
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