Chartering Form
Team Name: Date Chartered:
Situation Analysis: A description of the current environment and justification for creation of the new project team.
Strategic Fit: A statement describing how this project fits within and contributes to the overall organizational operating strategy.
Objectives: Objectives and goals for the project.
Deliverables: A list of what the project team is expected to deliver in order to meet the objectives. The team's first deliverable is always the charter.
Project Resources:
- People: By name or required skill
- Equipment: List required equipment if not normally used by the assigned People.
- Space: If unique requirements.
- Budget $'s: For project expenses.
Project Leader: Clarify accountability and responsibility for desired results.
Project Sponsor: What manager has stewardship for the success of this project. Their role is to represent and support the actions of the project team at the appropriate management level.
Value Added: The unique value that is added by this Project.
Linkages: The other individuals, departments, functions, or teams with whom this project team needs to develop a relationship. Give brief reasons why these specific relationships are important.
Review Process: Establish periodic review process. Who attends, what frequency, checkpoint criteria)
Key Priorities: The factors that are most critical for making progress on objectives and deliverables.
Issues/Barriers: Potential risks for this project team. What issues need resolution to improve chances of success? Are there any barriers that would hinder this team's progress?
Chartering Body: Who is chartering this project. For example: The Marketing Managers Staff.
Management Signatures: To make their support official and visible.
Team Member Signatures: To show their commitment and that they understand their task.
