4.1 integration management : project charter concept

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Table of Contents

Develop Project Charter

Develop Project Charter is the process of developing a document that:

  • formally authorizes the  existence of a project
  • and provides the project manager with the authority to apply organizational resources to project activities.

The key benefit of this process is:

  • a well-defined project start and project boundaries, creation of a formal record of the project,
  • a direct way for senior management to formally accept and commit to the project.  
  • simply :>> charter is a brief document indicating the scope, objectives, and participants in a project.

project charter vs Project management Plan

project charter 

  • The document could cover the entire project,
  • or in the case of a large multi-phase project, a charter can be created for each of the phases.
  • A project charter is a central document that defines the fundamental information of a project and clearly outlines its goals and objectives.
  • It’s created early in a project’s lifecycle (initiating phase )  with the intention of informing staffing decisions and timeline.
  • It’s intended to be signed off by project sponsors before the project kicks off.
  • it’s not meant to detail the execution of the project.
  • It doesn’t have all the individual tasks and whose doing what.
  •   it’s often recommended to keep it short (less than 5 pages.)

benefits of project charter

  • Help sponsors and stakeholders reach an agreement
  • Get alignment on all aspects of the project
  • Help obtaining approval so the project manager can proceed with planning out the project in details.
  • Ensures clear communication about the basic information of the project
  • Can be a reference for team members moving forward

project charter importance

  • Project charters also provide a “big picture” view of the project  . 
  • They prevent project slipping . 
  • It can be a sales document to management. 
  • Get buy-in from the team.

project charter components

as we mentioned before  ; project charter document could be small or long documents and it’s components could be vary , here some initial components that we recommend ( as networks pioneers ) to be included in project charter :

Project background   

  • Why do this project?
  • Is it triggered by a new market trend or a strategic direction?
  • Is it initiated as a response to a change in organizational structure?
  • Is it to support a marketing initiative?
  • project background 
  • sometimes called executive summary 

  Project Goals and Objectives

  • define what’ll constitute success for this project.
  • The goals need to be specific and measurable so you can evaluate progress and make adjustments along the way, if necessary.

 Scope

  • What are the high-level attributes of the end product of this project (deliverables)?
  • What actions do the team need to take to deliver this end product?
  • What activities your team will NOT be involved in during the process
  • The scope of a project defines the boundaries of the project.
  • It helps you clearly delineate responsibilities to avoid confusion during production and implementation.
  • It also helps you make the right decision on staffing and resource allocation.

 Governance

  • This refers to the key stakeholders involved in the project – e.g. project manager, project sponsor, client, and team members –
  • their responsibilities, and reporting relationships.
  • In smaller projects, you may list out every individual team member.
  • In larger projects, you may only list out the team leads to help streamline communication. 

 Key Dates or Milestones

  • This section serves to communicate a general understanding of the timeline.
  • Since the project charter is created before the planning phrase, it should be made clear that these key dates are “roughly manner ”. like : Start date , End date  , Invoicing dates
  • Make sure to note any deadline that’s non-negotiable – let’s say you’re designing gift showroom and it should be opened before national day – SO … open showroom  before the national day is not a negotiable part of the project.

 Project Budget, or Cost

  • This section lists out the estimated costs for resources  of the project.
  • It should include all costs and expenses, categorized by fiscal year, one-time costs or recurring costs.
  • Again, since this is done before a detailed project plan is established, make it clear that the information is a rough estimation. 🙂 

Assumptions, Constraints, Risks, and Dependencies

  • This section lists out the various factors that could affect the success of the project
  • Constraints are the internal and external factors that limit the project in a particular way
  • They could pertain to technical limitations, available human resources or budget etc.
  • Assumptions are factors that you assume to be true in order for the project to progress as planned.
  • Risks are anything that may hinder your team from delivering on the project’s objectives. 
  • Dependencies are essential parts of the project that need to happen before the objectives can be achieved, typically not under your team’s control.  

Project Manager Authority Levels

  • The authority levels indicates what a project manager can make decisions on without getting further sign off from senior management or project sponsors.
  • For example, “PM has a 17% tolerance on budget and a 5% tolerance on schedule.”
  • The tolerance level is how far the project manager can stretch.
  • This can also extend to cover the project manager’s authority to hire or fire staff from the project team.

Communication Plan

  • This section indicates how project manager would communicate with project owners, stakeholders, team members, and other participants during the project.
  • Besides channels of communication, this can also include the expectation on response time 

 

anyhow : >> we will provide you with some charter sample , and you will notice that it could include another components beside of initial components above 

 

Who develop project charter

if the project is internally >>then is normally written by the project sponsor or whoever initiated the project.

but ,,,

If the project is external then it will be written normally by the customer side .

conclusion

project charter formally authorizes the  existence of a project

and provides the project manager with the authority to apply organizational resources to project activities.

 

next article we will discuss Input – Output – and tools for developing project charter 

please join us there 

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