Setting Up the Project Charter

Manage permissions, edit header info, create a meaningful charter page-

Make your project successful.

Areas of the Project:

  1. Project Header
  2. Actions
  3. Charter Fields

***Ability to edit varies based on user’s License Type and Project Role***

1. Project Header

  • Header information is useful for identifying top-level project attributes.
    • Title, Team Leader, Department, Category, Workflow, Status, and Project ID
  • Projects can be marked as favorites and then view in the My Projects side menu.
  • Project Leaders have the responsibility of updating project Health and % Complete.

2. Actions

  • Action options will vary based on the User’s License Type
  • New Tile will be placed in the Charter as a blank field for either Text, Team Member, or Photo input.

3. Charter Fields

Problem / Opportunity Statement:
Why is the project being performed?

Goal Statement:
Definition of success.

Defined how you will know that the project is successful. Make it SMART: Specific, Measurable, Achievable, Relevant, Time Limited.

Scope:
Defined boundary for the project.

Scope creep would be reason to do a project review and decide what should continue as part of the current project & what becomes a new project.

Benefit:
Financial success of the project.

A quantifiable way to measure success of the project. Use hard savings, soft savings, project costs, total benefit, ROI, payback period, sales improvement, EBITDA, etc.

Prioritization:
How important is it that this project get done right now?

  • Effort: Low to High
  • Impact: Low to High
  • Priority: Very Low to Very High

Timeline for Workflow:
When will action take place for this project?

Team and Team Member Roles:
Who is working on the project & what are their responsibilities?

Start and End Date of Project / Start and End Date for individual tasks

Linked Projects/Metrics/ Goals:
What other projects are codependent for completion? Which metrics are tracking project data? Which goals are relevant to this project?