International Project Management Day




Project Charter


Quick Summary
Once your project idea has been evaluated and approved for further investigation, you need to communicate the major parameters and high-level information. This template for a succinct project charter helps you summarize that critical information.


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What this is

A template for creating a document to officially launch a project after the project idea has been initially evaluated and selected for further work. The Project Charter is a high-level, short document created at project initiation to communicate the major parameters of the project the executives have approved to proceed. It summarizes briefly:

  • business drivers and justification
  • scope, schedule, cost targets
  • high-level resource needs
  • key roles assigned for the project (sponsor and project manager)

Why it's useful

The Project Charter expresses what the executives have approved for further work in a succinct, understandable form, to guide the new project team and ensure the project kicks off with a clear understanding of goals, assumptions, and constraints.


How to use it

  1. When a new project idea has been vetted by some early investigation and analysis work and selected to proceed, create the Project Charter to document the major parameters of the project as understood by the executives who have approved it.

  2. Use information from the early project proposal, any business case information created during the concept investigation, and any cost and other information gleaned from early feasibility analysis to fill in sections of the Project Charter.

  3. Get official executive sign-off on the Project Charter. Ensure the charter is communicated to functional executives whose people will be needed for the project.

  4. Officially kick off a team to move forward with this project.
(Steps for using a project charter to best effect are continued in the template.)

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