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Now, let's put together your project charter.
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All of the information from initiation
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is documented in the project charter,
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providing the key information the project manager needs
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to conduct a productive planning stage
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and then is signed off by the sponsor
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and sent to all the stakeholders.
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Here is a typical charter table of contents.
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First an introduction:
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Any background information
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and especially describing the need, the problem
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or opportunity providing the reason
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the project is being considered.
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Then the customer:
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The end-user that touches the project result,
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with one person identified as the formal point of contact.
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The sponsor:
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The entity providing the budget.
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This might be an organization or department,
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but the same rule applies, there must be one person
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as the formal project point of contact.
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Then the scope, including the objective:
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One sentence, the all important ultimate outcome
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and benefit agreed to by the stakeholders.
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Then the assumptions:
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Things the project manager can assume are true
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to simplify planning.
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Then the constraints:
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Including budget, schedule, standards,
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or other project-level limitations the project manager
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should build into the plan.
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Together, the objective, assumptions and constraints
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provide the first top-level baseline of the project scope.
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Then the conceptual solution:
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A top-level description of how the project
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should meet the objective, not too detailed,
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sometimes just a list of important end deliverables.
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Then the business case:
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The estimates of the project benefits and costs,
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to be revisited after planning produces
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more accurate information for final decision making.
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Then the stakeholders:
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All those that can affect or be affected by the project,
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particularly including those that must contribute resources
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or otherwise support the project,
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again with an all important single person
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representing each group.
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Then a project manager:
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The person that will carry the project forward
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into planning, with mandate statements
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describing their accountability and authority
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and empowering them in the eyes
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of the rest of the organization.
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Finally, the planning schedule and budget:
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The time and cost the project plan
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should be completed within.
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With the charter documented and signed off by the sponsor,
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the project manager now has the information
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and organizational support they need
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to conduct efficient and productive planning,
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and figure out what the project will really take.
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