Project Charter Template (Page 5 of 7) in pdf

Key Project Deliverables

List the ultimate deliverable authorized by this project charter (e.g., document whether this

project results in a study and set of recommendations or whether the projects continues to deliver

physical infrastructure)

Key intermediate deliverables such as design iterations, bid documents, substantial completion of

physical product may be added as needed by the agency.

Planning Level Schedule Assumptions

Include at a minimum, the anticipated or desired start and end dates of the project. Where

appropriate, include the assumed start and end dates of each phase by quarter and year.

Additional key schedule milestones may be added as defined by the agency.

Planning Level Cost Range

The planning level cost range is to address the full project expected costs including construction,

allied costs (design, permitting, staff labor, etc.), and contingencies and, where appropriate,

estimated cash flow for the project. Total project cost range should be presented to correspond

with the initial schedule assumptions and adjusted as appropriate to recognize the very

preliminary nature of this cost range.

Initial Project Assumptions

List any high-level planning assumptions for the project, e.g., there is a potential for grant

funding or federal funding assistance, how the schedule and construction costs were calculated or

derived, etc. Include the basis for the schedule assumptions and cost ranges.

Initial Project Constraints/Risks

List any conditions that may limit the project team’s options with respect to resources, personnel,

or schedule (e.g., predetermined budget or project end date, limit on number of staff that may be

assigned to the project, fish windows, setbacks, jurisdictional issues, permit issues, community

issues, etc.).

Sustainability Development Programs

Discuss options on how this project as a goal will address the County directives related to

environmental sustainability, such as: climate change, green building and sustainable

development practices for capital projects (e.g., LEED Certification, or cost-effective sustainable

practices); energy efficiency, conservation and cost savings; and any other related County

directives in this area.

Project Approval Process

Identify who evaluates and decides on project continuance at intermediate review milestones,

and project success and gives ultimate sign-off of project completion. Agencies may refer to

other standard processes of project acceptance if used within that agency.

Success Criteria

The following success criteria apply to all projects and should be listed under this heading.

Other criteria can be added as well. Success criteria listed in the Project Charter shall be

Project Charter Template Page 5