Subscriber only lesson.
Sign up to this course to view this lesson.
The Project Charter is the document that approves the initiation of the project and identifies goals, objectives, boundaries and constraints.
When to use
Every project should have a Project Charter. With small projects it may be an email follow-up from a hallway conversation with your stakeholder. For large projects, a formal document is normally required. The Project Charter is established when the project is approved and is often referred to at each major milestone or stage-gate review.
Normally a template or checklist is used to complete a Project Charter. When establishing the Project Charter:
- Start with project business case, if there is one.
- Meet with stakeholders to clarify goals, objectives, deliverables, milestones, budget, boundaries, and constraints.
- Meet with subject matter experts to identify risks and further clarify boundaries, milestones, and additional stakeholders.
- Meet with the Project Management Office, if there is one, to leverage the best practices of the project management methodology and lessons learned from other projects.
- Project Charter: “A document issued by the project initiator or sponsor that formally authorizes the existence of a project and provides the project manager with the authority to apply organizational resources to project activities.” PMBOK® Guide
If there is not a checklist or template, organize the elements of the Project Charter either using the “W” questions: What, Who, When, Where, Why, and How or the list of elements below which are loosely based upon a list from the PMBOK® Guide:
- Project purpose or justification
- Measurable objectives or success criteria
- High level requirements
- Assumptions and constraints
- Project boundaries or description
- High level risks
- Summary Milestones
- Summary budget
- Initial Stakeholder list
- Project manager, responsibility and authority level
- Project sponsor or other person authorizing the Project Charter
- Approval requirements (What is success? Who decides? Who approves?)
This definition is taken from the Glossary of the Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Sixth Edition, Project Management Institute, Inc., 2017.
*Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Sixth Edition, Project Management Institute, Inc., 2017, Page 81.
Login to download
Lesson notes are only available for subscribers.
PMI, PMP and PMBOK are registered marks of the Project Management Institute, Inc.