Think of your project charter as the document that explains the what and why of your project, while your project plan outlines the how, when , and who.
Remember, the purpose of the project charter is to detail your project in its entirety—but at a high level. A project charter spells out the details needed to understand a project and its objectives, usually in Word, Excel, Google Docs, or PDF format.
A project plan, on the other hand, is a line-by-line action plan for leading a project to completion once all the details have been approved. To create a project charter for your next project, your first step should be to discuss the project with your team and stakeholders.
This will enable you to gather the information needed to execute the project, while also setting expectations around what it will take to get the job done. Gaining this level of insight and understanding from your team and stakeholders early on will go a long way in helping you maintain alignment throughout the project. The most important thing to remember when creating your charter is to make it easy to read and accessible to anyone involved in your project.
Remember, the charter should be a high-level review of the project, not a turn-by-turn accounting of what will happen. Feel free to use short descriptions—or even bullet points—to help you keep it brief. The business case not only helps guide project decisions, but also ensures everyone involved in the project is aligned on its purpose.
That way you can all hold each other accountable to sticking to that goal. The Gantt Museum website ganttmuseum. While the business case may state your overarching goals, you might find you need to get more specific about practical goals for your project. This example gives you an idea of how you could work these into your project charter goals:.
Keeping this information transparent will help guide conversations if and when your budget approaches its max. Make note of any major dependencies in your project charter so you can spotlight potential scheduling issues. Listing them here will help! Our project charter templates make it easy to delegate responsibilities, outline costs, add in statuses, and approve budgets.
For instance, you may need to shift deadlines or change which team members are working on certain sections. There may even be a change to key stakeholders. Building a customizable monday. With so many unexpected challenges and different issues along the way, it can be easy for projects to go off course.
A monday. As we know, well organized and properly implemented project management processes give your project the best chance of success. Project management is rarely straightforward. But if you can harness all of the tools and processes available at your disposal, you should be able to streamline the process and ultimately enjoy more project success. Sign up for a free team trial and try out all of monday. All of us at monday. Link Copied!
A project charter is essentially a very high-level first crack at your project plan. Here are the 4 top benefits of using a project charter: Get started 1. Boost team morale When elements of the project go undefined, team members will constantly find themselves without direction, unsure of which tasks to do, or wasting their hard work on the wrong items.
Give clear guidelines A key part of any project charter is the setting out of high-level metrics, timelines, and requirements for the project. A project charter should include: Project name: make your project name as specific as possible.
Not having a project charter for a project, is like getting lost in the wilderness without a map to guide you through. Firstly, a project charter helps the project manager and the team :. So the charter is clearly important. But how do you ensure that your charter document can cater to all these functions?
Remember how we said a project charter is like a map that helps guide you through an adventure? Well, for you to really benefit from that map, it has to clearly define things for you. So what should every project charter document include? Use a business case or stakeholder requirements as a reference to build this section. It also highlights what specifically needs to be worked on and reduces the chances of scope creep.
The project requirements section describes the requirements of your clients or other external stakeholders. The budget field gives you a good estimate of the cost of running the whole project according to the type of project. The project success section clearly states the critical success factors conditions that the project needs to meet in order to be considered successful. The project risks section provides a detailed overview of the risks associated with the project to help you be well-prepared for them.
Here, you outline the general milestones your project would go through. This section lists out what project parameters are known called constraints and unknown called assumptions at the present moment. This section outlines who will be working on the project human resource along with their roles and responsibilities, like the project initiator , team leader , or development team member. The project authorization section lets your client sign-off on the charter, letting you know that you can begin work on it.
You now have a clear idea of what an excellent project charter should look like. But how do you create one? Drafting a project management charter without doing thorough research about the project background can lead to awkward client-review meetings.
While creating the charter document , identify important project details. This way, when you present it to your key stakeholders or team, you can be confident about every section of your charter. Instead, you need to be super accurate! For example, you can write a project objective like this:.
This will create a better user experience and reduce the bounce rate. The result is… drumroll …happy customers and stakeholders! Even wildlife survivalists have a camera crew with them. This will include coordinating with project sponsors, clients, project team members, and other key stakeholders. Your project team and stakeholders will have some feedback and suggestions over what to include in the team charter. That usually results in all your precious information getting lost pretty quickly.
Fortunately, pre-built templates are a great shortcut to help you write a great project charter. But when there are a lot of templates available, how do you choose the best one for you?
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