Successful project managers know the value of engaging their stakeholders early to get everyone on the same page. Learn what to include in your project charters.

1. How
to
Develop
a
Project
Charter
by
Harry
Hall,
PMP,
PMI-­‐RMP
projectriskcoach.com

2. Unfortunately, many people think of the project charter as an
administrative hoop they must jump through to get their
project approved.

3. The value of the charter process is engaging stakeholders,
discussing the issues, resolving conflicts, and getting
agreement as you initiate the project.

4. The charter provides a picture
of where you are going, why you
are going there, who will be
impacted, top risks, and who is
going to help you.

5. The project sponsor should be the
primary author. The project manager
may assist in the charter process, but
the ultimate voice should be the
sponsor.

6. The Project Charter should include…

7. Project Sponsor Name
& Authority
Project Manager Name
& Authority

8. Business
Case
• Background information
• Trends
• Connection with the company’s strategy
• Market demand
• Consequences of not doing the project
• Financial, operational, and customer benefits
• Cost savings and avoidance
• Legal requirements

9. Business Problem Definition
• What’s wrong?
• Where are the recurring problems?
• What’s the magnitude?

10. SMART Goals

11. Deliverables

12. Constraints
• Budget
• Resources
• Processes
• Agreements
• Product and project scope
• Regulatory requirements

13. Assumptions – a factor in the planning process
considered to be true, real, or certain,
without proof or demonstration.

14. High-Level Risks

15. Stakeholders – individuals,
groups, or organizations who
may affect or be affected by
the project.

16. Project Team

17. Approval Signature

18. Click Here to see the:
What, Why, and How of
Powerful Project Charters
Course
Engage your stakeholders and build a
solid foundation for your projects!

19. How
to
Develop
a
Project
Charter
by
Harry
Hall,
PMP,
PMI-­‐RMP
projectriskcoach.com
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