Project Charter Template with Tips for Success

The partner or customer logo can be inserted if required in the right-hand header cell. This must be done individually for each section. The project name can be changed under File  Properties. It will then be updated throughout the document. Project Name: Project Charter ® This blue colored text passages within this document are tips and guidance for filling out this template. If you are ready with your first draft, you should delete this passages before sending the document to your sponsor.

Customer logo here Project Name: Project Charter Company logo here Project: Project Name Title: Project Charter Document number: Version 0.1 Document status: Draft Author: Doe, John Responsible: Date created: 15.04.16 Protection class: "For internal use only" The Project and Author fields are filled automatically with the data from the document properties (File  Properties). Once the appropriate entries have been made here, these fields can be updated with the "Update Field" function (can be found in the context menu for the individual fields). Possible states for the document status include "Draft", "Released" and "Final." The status of the current document should be specified respectively in the field above. Document history Version Date Author Comment / Change 0.1 15.04.16 Draft The document history should provide an overview of the development of the document. Different versions with their date, author and possible comments should be entered here. Tips for using this template: The Statement of Work (SOW) forms the basis for the project order. The project order represents a further level of detail. Information that is often only outlined roughly in the SOW has to be provided in greater detail in the project order. Furthermore, internal points can also often be listed in the project order, which are essential for the success of the project. The blue text contained in the template should provide assistance for usage. It briefly describes how the individual elements and styles are to be understood. Please delete all of the blue text before you disseminate or print the document; it is intended exclusively for internal use. We wish you much success with this template. File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 2 of 17 Print date 04.12.23

Customer logo here Project Name: Project Charter Company logo here Contents Page 1 Background/description of problem ............................................................................. 4 2 Goals ................................................................................................................................ 5 2.1 Goals ........................................................................................................................................ 5 2.2 Scheduling goals ...................................................................................................................... 5 3 Project product description ........................................................................................... 6 4 Delivery units .................................................................................................................. 7 4.1 Delivery units / services ............................................................................................................ 7 5 Project success criteria .................................................................................................. 8 6 Risks ................................................................................................................................ 9 7 Assumptions, restrictions and external dependencies ............................................. 10 8 Responsibility of the customer .................................................................................... 11 8.1 Tasks ...................................................................................................................................... 11 8.2 Resources and staffing ........................................................................................................... 11 9 Project category ............................................................................................................ 12 10 Project budget (overview) ............................................................................................ 13 11 Project startup .............................................................................................................. 14 12 Project end .................................................................................................................... 15 12.1 Signatures for release ......................................................................................................... 15 Annex ................................................................................................................................... 16 A. Glossary and abbreviations .................................................................................................... 16 B. References, accompanying documents .................................................................................. 16 File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 3 of 17 Print date 04.12.23

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Customer logo here Project Name: Project Charter Company logo here 1 Background/Project purpose or justification This section describes why the project was initiated and how significant it is for the company. File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 4 of 17 Print date 04.12.23

Customer logo here Project Name: Project Charter Company logo here 2 Goals This section describes which goals are to be realized with the project. These goals serve as a point of reference for the project closing. Measurable goals should be defined. 2.1 Goals Goal Description 2.2 Scheduling goals/milestones Schedule Description File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 5 of 17 Print date 04.12.23

Customer logo here Project Name: Project Charter Company logo here 3 Project product description This section describes the project end product to be supplied. Product scope description . The product scope description documents the characteristics of the product, service or results that the project will be undertaken to create. The description should also document the relationship between the products, services or results being created and the business need that the project will address. File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 6 of 17 Print date 04.12.23

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Customer logo here Project Name: Project Charter Company logo here 4 Delivery units A list of all project products/deliverables whose complete and satisfactory delivery indicate the completion of the project. 4.1 Delivery units/services Delivery unit Description/Comment A deliverable is any unique and verifiable product, result or capability to perform a service that is required to be produced to complete a process, phase or project. Deliverables are typically tangible components completed to meet the project objectives and can include elements of the project management plan. Deliverables also include ancillary results, such as project management reports and documentation. These deliverables may be described at a summary level or in great detail. File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 7 of 17 Print date 04.12.23

Customer logo here Project Name: Project Charter Company logo here 5 Project success criteria This section outlines the quantifiable criteria that have to be fulfilled so that the project can be performed successfully. Project success criteria File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 8 of 17 Print date 04.12.23

Customer logo here Project Name: Project Charter Company logo here 6 High-level risks This section describes some of the key project risks and their potential impact on the success of the project. This list of risks should be regarded as provisional rather than complete because risks are usually identified and dealt with continuously during the course of the project. Risk Possible impacts on the project File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 9 of 17 Print date 04.12.23

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Customer logo here Project Name: Project Charter Company logo here 7 Key stakeholders This section should at least contain the key stakeholders with their name and their role in the project context. This is your starting point for further stakeholder management and analysis. Name Role File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 10 of 17 Print date 04.12.23

Customer logo here Project Name: Project Charter Company logo here 8 Assumptions, restrictions and external dependencies Assumptions are expectations that form the basis for decisions. This section lists the main assumptions on the basis of which appraisals, plans and methods are defined for the project. A R E Item A = Assumption R = Restriction E = External dependency File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 11 of 17 Print date 04.12.23

Customer logo here Project Name: Project Charter Company logo here 9 Responsibility of the customer This section lists what the customer is to contribute in the course of the project. These responsibilities can be split into two categories. 9.1 Tasks Task Comment Contact 9.2 Resources and staffing Resources/Staffing Comment Contact File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 12 of 17 Print date 04.12.23

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Customer logo here Project Name: Project Charter Company logo here 10 Project category According to the relevant requirements and experiences in the company, the project is classified as follows on the basis of the following predefined features. Project category Project categories: C projects: B projects: A projects: Complexity 1) Low Average High Risk & impact on company 2) Low Average High Strategic importance 3) Low Average High Number of persons in project Generally 5 - 10 Generally 10 - 20 Generally > 20 Project duration Up to six months 6 -12 months 6 -24 months Once the categories have been defined, please enter them above. In addition, we recommend that you mark the individual criteria in the table. The category parameters should be modified accordingly to your company/industry parameters. File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 13 of 17 Print date 04.12.23

Customer logo here Project Name: Project Charter Company logo here 11 Project budget (overview) The financial framework within which the project has to operate is described here. Depending on the size of the framework, it may make sense to provide further details for individual parts. Area Amount Project Subproject File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 14 of 17 Print date 04.12.23

Customer logo here Project Name: Project Charter Company logo here 12 Project startup The project is deemed started with the following signatures: Representative of steering committee Customer Project manager Signature Name Date File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 15 of 17 Print date 04.12.23

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Customer logo here Project Name: Project Charter Company logo here 13 Project end Planned project end: 13.1 Signatures for release The project manager is released with the signatures provided here following the project closing phase: Representative of steering committee Customer Project manager Signature Name Date File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 16 of 17 Print date 04.12.23

Customer logo here Project Name: Project Charter Company logo here Annex I. Glossary and abbreviations If abbreviations have been used in this document (as well as terms that need to be defined in greater detail), and common understanding for every user is a prerequisite for the success of the project, this is an opportunity to explain them. Term Explanation II. References, accompanying documents If references have been made in this document to other external documents, these documents should be listed here. Reference no. Title Doc. no. File name: a05f57e38f137a53129235af2f5ba62c2161871e.docx Page 17 of 17 Print date 04.12.23

PMBoKGuide_aligned_Project_Charter_template-2

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