Project Charter Instructions
Steps: （Please use attached spreadsheet “Project Charter Template with Instruction” to finish this work, there are more details in spreadsheet）
1. Think of something that needs to happen where you work and use this template to begin to document details as to what would make it a project. (Asian Supermarke, 20 stores in US, I am thinking about running a marketing event for promote products, maybe you could create project charter based on this?)
2. Fill out the spreadsheet “project charter template with instruction”.
3. Fill out all other tabs (“Project Charter” “Project Plan” “Communication & Governance” “Project Closeout Plan” “Writeup”) up to the help section (Grey tab “Help”).
4. The help tabs in red after the gray help tab are meant to help with all aspects of the project charter tab.
5. Fill out and answer all questions in the writeup area.
6. use fictitious names, but titles, roles and responsibilities should mimic real life.
Project Charte
1. Business Objectives (pick one) 2. Scope Diagram 3. Project Objectives
My project will …
□ Increase Revenue
□ Avoid Cost
by doing this:
4. Quick N Dirty Risk 6. Constraints Can't Move Moves Little Negotiate 7. Change and Communication
Size XXXXXXXXXXbig Time Communication Name Email Phone Comments
Structure XXXXXXXXXXno reqmts Cost Who will provide status to the stakeholders?
Technology (1-10)new Quality/Scope What will the messaging be?
Average (out of 10) ERROR:#DIV/0! comments What other communication is needed?
5. Risk Factor Likelihood (L,M,H) Impact (L,M,H) Prevent By React By 8. Governance and Decision Making
Governance Decision Name Email Phone Comments
Who has final sign-off of the completed project?
Who can change the Requirements / Scope?
Who can change the Timeline?
Who can change the Budget?
Other Governance
Project Plan
Task Task Owner Helpers Due Comments Complete (Y/N)
Communication & Governance
Project Charter:
Communication Strategy (status & messaging)
Stakeholder Goal Frequency Medium Comment
Governance Strategy (approval and change requests)
Type of Change Final Decision Makers Consulted Comments
Project Closeout Plan
PROJECT CLOSEOUT PLAN TEMPLATE
PROJECT TITLE PROJECT MANAGER
PLANNED WORK
COMPLETION DATE PLANNED PROJECT
CLOSEOUT DATE
ACTUAL WORK
COMPLETION DATE ACTUAL PROJECT
CLOSEOUT DATE
ID ACTIVITY OWNER DUE
DATE STATUS COMMENTS STATUS
1 Has the team completed all deliverables? Not Started Not Started
2 Have all deliverables met the requirements
and been approved? In Progress In Progress
3 Have operations and knowledge been transfe
ed? Complete Complete
4 If you're transfe
ing the project to a new manager, have they received an updated project plan? Needs Review Needs Review
5 Have all stakeholders been informed of the cu
ent status of the project? Overdue Overdue
6 Have the project's accounts and billing been finalized? On Hold On Hold
7 Have all security badges been turned in?
8 Has a post-project evaluation
een ca
ied out?
9 Has performance been evaluated and feedback delivered to team members?
10 Has a lessons learned review been conducted?
11 Has a project closure report been completed?
12 Has project documentation been archived
for future reference?
13 Has a project closure letter been submitted?
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CLICK HERE TO CREATE IN SMARTSHEET
https:
it.ly/3wJcVuK
Writeup
You must include a writeup here outlining how you would go about implementing your project and how this tool would help.
1. How do you think these tools would help to position you for success?
2. What ba
iers do you think the tools would address?
3. What do these things help you to remember that you would not have rememberd otherwise?
4. What are the top two things that you believe this tool would help you with that would position you for success?
5. How might this tool help you to better interact with your manger? With other project stakeholders? Why is this important?
6. What other projects do you think this tool would help with?
Help (Please read)
Beyond this point are instructions on how to fill out the charter.
Notice tabs are color coded in red.
Look at the instructions on each tab as you fill out the charter.
Objective Instructions (CH)
Objectives
Project objectives clarify how the project success will be measured at the end.
They should be:
Concrete and specific
Measurable
Achievable and realistic
Time‐bound
Refers to project deliverables
Types include: Systems, Product/Service, Cost/Revenue, Learning Performance Related.
Should be "SMART"
Concrete and specific
Measurable
Achievable and realistic
Time‐bound
Refers to project deliverables
By October 15th all we will have 30% course usage covering topics of business writing.
By October 1st feedback will be collected from all line managers around training
By September 15th all facilitators on the learning team will know how to select and deploy content for intercession work.
Project Manager usually held accoutable for objectives
How will the success of this project be measured?
What will the outcomes be?
How will they be measured?
Who will measure them?
Scope Diagram Instructions (CH)
Who are your Stakeholders?
In order to fulfill the criteria of being a stakeholder, two things need to be factored in. There is something we need from them and there is something they need from the project.
These are the individuals who are getting or giving something to the project
Example for a Volunteer Day Project
Note direction of all a
ows and all inputs and outputs documented.
When an a
ow is pointing towards something, the point of origin (that the a
ow is pointing away from) is who is responsible for that.
For example employees are stakeholders here and they are responsible for being available to voluntee
Those working the project are responsible for providing training on how to volunteer and a schedule on when.
Other sections can be read in a similar fashion.
Be sure to list the stakeholders for your project and draw a
ows accordingly. Make sure you are able to speak to this and consider adding this as a slide in your project!
Risk & Constraint Instr (CH)
Risk
Something that would negatively impact the business that MIGHT happen
Examples: Sponsor changes, budget cut
What do you do? You would try to prevent something like this from happening.
Constraint:
A challenge that WILL happen
Examples: fixed budget, fixed date, limited resources
What do you do? You would accept it and work with in these limits.
Overall Project Risk
Size ‐ How “big” is this project or how long will it take relative to others you have done? Rated 1(small) ‐ 10(large)
Structure ‐ How stable are the requirements? Rated 1(fixed) ‐ 10(undefined)
Technology ‐ How understood is the technology and procedures? Rated 1(old) ‐ 10(new)
Ratings
1 – 3 Wing this project
4 – 6 Do a quick project charter, high level project plan
7 – 8 Block regular project management time
9 – 10 Block frequent time, clear your schedule and plan NOW to cut the scope.
>5 Mitigate the Risk
Communications Inst (CH)
Who will you communicate with?
Who will receive regular status updates?
What change message do you want to provide
proactively?