Sample Team Charter
“This document, issued by the sponsor, formally authorizes the existence of a project and provides the project manager with the authority to apply organizational resources to project activities.” (from Brown, A. S. (2005). The charter: selling your project.)
You can find more information about Team Charters can be found on the Team Artifacts page of the Midstage Manual and on The Charter–Selling Your Project.
Key project data
- Project name:
- Project type (rock, value, ad hoc, …)
- Project sponsor (executive):
- Project steering committee (other executives):
- Project owner (non-executive):
- Project team members (other non-executives):
- Project start date:
- Project end date (planned):
- Charter author:
- Charter approval date:
Why this project?
What needs to be delivered?
Business case, including return on investment
- What does success look like?
- What improvement in (metric) from (x) to (y) by (date) should we measure the project by?
- How much (time, money) are we investing in this project and how do we get a return on this investment?
- What are our envisioned milestones?
- By when can we expect what progress?
Assumptions, constraints, dependencies and risks
- What else should the team be aware of?
- How is the team going to be managing these assumptions, constraints, dependencies and risks?
Quoting this checklist from Brown (2005) to help team owners recognize when emerging charters are already being written informally or may already be in place in the mind of the sponsor:
- Does the sponsor know the project exists, and does the sponsor agree that it should exist? (authorize existence)
- Does the sponsor know who the project manager is and does he or she support that person’s leadership of the project? (authorize the project manager)
- Has the sponsor given the project manager authority over money, people, and other organizational resources, in order to accomplish that project? (authority to apply resources)
- Has the sponsor ever written an e-mail, written a memo, spoken at a meeting (preferably a meeting with documented minutes) indicating, even implicitly, a “Yes” answer to the questions above?