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The Complete Guide to Creating a Project Charter Template

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January 27, 2023
The Complete Guide to Creating a Project Charter Template

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If you've ever worked on a team, you've probably heard of project charters. Project charters are documents created at the beginning of every new project that outlines the purpose, goals, and expectations for the project.

They're incredibly useful because they can help establish agreements among stakeholders about what needs to be done by whom and when. But did you know there's more than one way to create a project charter? In this blog post, we'll explain how to write a charter from scratch so that every new project starts off on the right foot!

project charter template

What is a project charter?

A project charter is a document that defines the scope, goals, and resources of a project. It also provides a high-level description of the approach to be taken to achieve those goals.

A project charter is an important tool for managing your projects because it helps you plan how you will approach your work and make decisions on how to proceed when challenges or unexpected events arise.

What is a project charter template?

Starting a project can be a daunting task. If you've ever attempted to launch your own business, or even something as simple as making your bed every morning, then you know how easy it is to get lost in the details and forget about the big picture.

If you want to succeed at anything, whether it's opening a company or just getting yourself out of bed on time in the morning (and yes, those are two very different things), it's important that you first define your goals before beginning work. The reason for doing this is straightforward: if you don't know where you're going, how will anyone else?

As an example of what I mean by "defining goals," let's say that one day soon I'm going to start jogging again—something I've been meaning to do since college but hasn't had time for lately.

I've already decided that it's important to me to be healthy and fit, so the first thing I need to do is figure out how often I'm going to jog. Once I've done that, then I'll know how many miles a day I need to run in order to reach my goal of being in shape again by summer.

What are the components of a project charter template?

The project charter is a one-stop shop for all the information you need. It's a place to put all the details and make sure they are all there. It helps you remember what you need to do, and when.

Of course, there are so many variables to consider, things you may forget. The project charter is not meant as an end-all solution: it should serve as an aid in organizing your thoughts and supporting documentation around your project plan - which we'll cover next!

How to create an effective project charter template?

When you're working on your own projects or as part of a team, creating a project charter can be a great way to set expectations and get everyone on the same page. A project charter should include some basic information about what the project is, who's involved in it, how long it will take, and how much money it will cost.

The main purpose of writing up a project charter is to make sure that everyone knows exactly what they're signing up for before moving forward with the project. Taking the time upfront to discuss these goals allows you (or your team) to come up with realistic timelines and budgets that can help keep projects from overrunning their budgets or taking longer than they should take.

project charter template

What resources can help you with developing your own project charter template?

BeforeSunset Sample Project Charter Form

What else do you need when BeforeSunset is here to help you create a project charter? You can download the template at the end of the blog and fill up the form.

This project charter provides a clear and concise description of the project, including its goals and objectives. It can help ensure that the project is aligned with the organization's strategic goals and objectives. By explicitly linking the project to the organization's broader goals, a project charter can help ensure that the project is contributing to the organization's overall success.

What are project charter examples?

project charter template

Six Sigma Project Charter

A project charter can be used in Six Sigma projects to help create a common understanding between all parties involved in the project. This helps ensure that everyone has a clear idea of their role and responsibilities throughout the life of the project.

A Six Sigma project charter is a  document that outlines the process. The document becomes the Six Sigma team's principal reference once it has been approved.

Agile Project Charter

An agile project charter is a document that defines the goals and objectives for your software project, as well as the team who will be working on it. It should also include a timeline for completing the project, as well as an estimate of how much money you'll be spending on it.

The purpose of an agile project charter is to help you clarify your vision for what you want to accomplish with this project so that everyone knows what they're working towards. This can help keep everyone on track and focused on achieving their goals, which makes it easier to get things done quickly!

Construction Project Charter

A construction project charter is a document that outlines the goals of a construction project and its timeline. It also includes information about the people involved in the project, their roles, and how they will be communicating.

The charter is a critical part of any construction project because it ensures that everyone is on the same page, can easily track progress, and has a clear understanding of their role in the process.

One-Page Project Charter

The purpose of a one-page project charter is for it to be beginner and user-friendly. It also helps clarify who has ownership over each step of the process so you can assign tasks accordingly.

Because this document is so short, it's important that you include all relevant details about your project in order to avoid confusion later on down the road.

Business Case Project Charter

Business case project charters are used as part of a larger process for managing projects within an organization. This includes setting milestones and deadlines, assigning tasks, and communicating with stakeholders throughout the duration of the project.

Its main use is to get the approval of the stakeholders.

Project Management Project Charter

A project manager will likely be in need of a charter to document project information in order to get approval from the sponsors and clients.

The purpose of this document is to identify all parties involved in a project, establish clear goals and expectations, set timelines, define roles and responsibilities, assign budgets and resources, establish risk mitigation strategies and much more!

Project Charter Templates FAQs

What is the use of a project charter?

A project charter documents the business case for your project outlines its goals and objectives, identifies stakeholders, and defines any associated risks. It also provides an overview of how you're going to approach your work—what's in it for whom? And it provides an opportunity to outline your plan or approach before you start.

Who should write the project charter?

The person responsible for managing the overall success of a given project (usually called "the Project Manager") is usually tasked with writing up its charter. That said, if you have other people involved who will be heavily impacted by what happens during this stage—say someone from IT security who needs to review your plan through their lens—it might make sense for them to participate as well.

How should it be written?

The project charter should be written in plain language and include all relevant information. This includes:

-Context on why the project is being undertaken (and why now), what its goals are, who it's meant to benefit (both from an individual and organizational perspective), and how we'll measure success at the end of this phase. -A summary of any existing policies or procedures that must be followed (e.g., those about privacy or security).

What is the takeaway?

In conclusion, a project charter template is a great tool for organizing your thoughts and goals before diving into any project. You can use it to make sure everyone on your team is aligned with what they need to do and when they are supposed to do it. It also provides an opportunity for you to make sure that everyone understands the parameters of their work, what success looks like, and how much time and money is available for them in order for them to be successful.

Now that you have learned about what goes into a good project charter template, take some time today or tomorrow morning before work begins on Monday morning—don’t wait until then!—to start drafting yours so that you can get off on the right foot from day one of this new endeavor with your team members.

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