Project charters: Elements and formats

Project Charter

A document that clearly defines the project and outlines the necessary details for the project to reach its goals.

Function of a Project Charter

To capture the project's goals, values, benefits, and details, serving as a guiding compass throughout the project lifecycle.

Key Elements of a Project Charter

Introduction/project summary, goals/objectives, business case, project team, scope, success criteria, major requirements, budget, schedule, constraints, risks, OKRs, approvals.

Importance of Collaboration in Project Charter Development

Collaborating with the team and stakeholders ensures the charter addresses important concerns and maintains alignment.

What role does the business case play in a Project Charter?

The business case guides the direction of the project charter by outlining the reason for initiating the project.

What are typical formats for a Project Charter?

Project charters can vary significantly; they can be detailed or condensed, depending on the complexity of the project.

Living Document

A project charter that is regularly reviewed and revised as the project progresses to ensure continued alignment.

What should you do with a Project Charter as the project progresses?

Review and revisit it often to ensure that it remains aligned with the project's goals.

Success Criteria in a Project Charter

Specific measures used to evaluate whether the project meets its objectives and is deemed successful.

Why is it important to omit unnecessary details in a Project Charter?

To ensure clarity and focus on key information that supports the project's goals and stakeholder alignment.