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    UM Project Charter Template

    Uploaded by

    Bk King
    This document outlines a project charter for a University of Missouri project. The charter defines the project's purpose, goals, objectives, deliverables, milestones, scope, stakeholders, resources, budget, risks, and approval process. Upon approval, the project manager is authorized to assign resources and develop a detailed project plan to achieve the defined scope. Any changes to the goals, deliverables, scope or budget require revisions to this approved charter.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    UM Project Charter Template

    Uploaded by

    Bk King
    23 views5 pages
    This document outlines a project charter for a University of Missouri project. The charter defines the project's purpose, goals, objectives, deliverables, milestones, scope, stakeholders, resources, budget, risks, and approval process. Upon approval, the project manager is authorized to assign resources and develop a detailed project plan to achieve the defined scope. Any changes to the goals, deliverables, scope or budget require revisions to this approved charter.

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    UM_Project_Charter_Template

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    This document outlines a project charter for a University of Missouri project. The charter defines the project's purpose, goals, objectives, deliverables, milestones, scope, stakeholders, resources, budget, risks, and approval process. Upon approval, the project manager is authorized to assign resources and develop a detailed project plan to achieve the defined scope. Any changes to the goals, deliverables, scope or budget require revisions to this approved charter.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    23 views5 pages

    UM Project Charter Template

    Uploaded by

    Bk King
    This document outlines a project charter for a University of Missouri project. The charter defines the project's purpose, goals, objectives, deliverables, milestones, scope, stakeholders, resources, budget, risks, and approval process. Upon approval, the project manager is authorized to assign resources and develop a detailed project plan to achieve the defined scope. Any changes to the goals, deliverables, scope or budget require revisions to this approved charter.

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    You are on page 1of 5

    UM Project Charter

    Project Name:

    UM Business Unit(s): MU UMSL UMKC S&T MUHC UMSYS

    Governing Body:

    Executive Sponsor:

    Project Manager:

    Charter Authors:

    Strategic Levers:

    Related Project#: (Future Use. Remove if not needed)

    Purpose: The purpose of a project charter is to formally begin a project and authorize the Project
    Manager to assign resources, build a project plan, and spend money to accomplish work. This document
    indicates formal agreement of the scope of work. Any changes to the goal, deliverables and milestones,
    scope or budget require an approved change request and revisions to this document.

    1. Project Overview
    (Briefly introduce the project. Describe the rationale/business justification for undertaking this project.
    Describe the type of the project as lifecycle or new initiative. Explain how this project came about, why
    we are undertaking it, and what problem or opportunity it is addressing. Describe the result of not
    undertaking this project. Explain how it will benefit the University.)

    2. Goal
    (The goal of the project is a very broad statement. At the end of the project, what do you hope to
    achieve?)

    3. Objectives & Deliverables

    Project Charter Page 1


    (Project objectives are more precise than the project’s goal and should describe major things you have to
    do to achieve the goal. Deliverables should be tied to the specification requirements the customer will
    submit. List objectives: “To accomplish this goal the following will be done…”. For each objective, list
    deliverables: “The following will be delivered as a result of accomplishing this objective…” )
    1.1. (Objective 1)
    1.1.1. (Deliverable)
    1.1.2. (Deliverable)
    1.2. (Objective 2)
    1.2.1. (Deliverable)
    1.2.2. (Deliverable)
    1.3. (Objective 3)
    1.3.1. (Deliverable)
    1.3.2. (Deliverable)

    2. Milestones
    (For major objectives and deliverables, list tentative milestone dates. Add tolerance +/-% or best/worst-
    case scenario on milestone dates. If tolerance exceeds expectations, charter must be reviewed and go
    through Change Management process.)

    Estimated Tolerance +/- days,


    Milestone
    Completion Date weeks, months

    3. Scope
    (Specify what work is IN SCOPE and what work is OUT OF SCOPE. Indicate the business functions and
    processes that are defined and/or supported by this project.)
    3.1. Scope Inclusions
    3.1.1.
    3.2. Scope Exclusions
    3.2.1.

    Project Charter Page 2


    4. Stakeholders
    (List all individuals or groups who may be impacted by the project or whose interests should be taken into
    account throughout the project. Include those internal and external to the University. It could include
    internal and external customers, end users, support providers, sponsors, boards or councils, higher level
    management, etc.)
    Name of Group or Organization &
    Interest in Project
    Individual Org Role

    5. Resources & Budget


    (List all resources needed for the project. Items could include technology, equipment, supplies, human
    resources (individuals or teams), services, materials, training, etc. Add tolerance +/-% or best/worst-case
    scenario on resources and budget. If tolerance exceeds available resources or budget, charter must be
    reviewed and go through Change Management process.)

    Anticipated Resource Requirements

    Resource Category Related Expense Justification


    Estimate

    [Type name of item here. [Type category here: [Type estimate here, if [Type description of
    Snag it, laptop, DBA, Software, Hardware, known or applicable] justification here]
    Programmer, Developer, Materials, Human
    war room, HEUG, etc ]. Resource, Space,
    Training, Consultants, etc]

    Anticipated Budgetary Impact

    Capital Expenses (Estimates) Project On-going

    Hardware

    Software

    Installation Services

    Operating Expenses (Estimates) Project On-going

    Project Charter Page 3


    Salaries

    Benefits (FY14 & FY15 is 35.37%)

    Maintenance (Software and


    Hardware)
    Depreciation of Hardware

    Other

    TOTAL BUDGET:

    6. Interdependencies
    (List other projects, systems or groups with which this project will interface/impact.)
    6.1. Projects
    6.1.1.
    6.2. Systems
    6.2.1.
    6.3. Groups
    6.3.1.

    7. Assumptions & Constraints


    (List primary assumptions and constraints in terms of resources, policies, schedules, technologies, etc.
    Examples might be: Time: Is there a deadline to be met or a scheduled demand? Is there hardware
    involved that is scheduled for decommission? Budget: Are there capital budget issues above and
    beyond the cost of salaries and benefits? How will project results be billed? Resources: Are there key
    staff who are required for this project? When will they be available? What happens if they are replaced /
    move on? Quality: What standard of quality is required?)
    7.1. Assumptions
    7.1.1.
    7.2. Constraints
    7.2.1.

    8. Risks (SWOT analysis)


    (Describe any uncertain event that, if it were to occur, may have a favorable or unfavorable effect on the
    project’s objectives. One of the tools for identifying risk is to brainstorm assumptions and constraints
    about the project. Another effective tool is a SWOT analysis. This tool helps the project team identify
    Strengths, Weaknesses, Opportunities and Threats they may encounter in the project. Include risk
    mitigation strategies if possible.)
    8.1. Risk
    8.2. Risk

    Project Charter Page 4


    9. Project Charter Approval and Acceptance
    (List the names and project roles of the individuals who must approve the charter. Approval of this
    document authorizes resource assignment, spending authority, and the start of project work. Upon
    approval, a project plan must be developed in order to achieve the identified scope within the document.
    This charter is the foundation for the project and should be updated if there are any approved scope
    changes.)

    Decision:
     Approved, development of detailed project plan is authorized
     Approved, project execution is authorized (no further Project Manager involvement)
     Approved, but project is on hold until future notice
     Revise charter and resubmit for approval
     Charter and project proposal are rejected

    If this Charter is approved, the development of a Project Plan will begin. The Project Plan is expected to
    be delivered by: (date) ______________

    Project Role Name Signature (Electronic is Date


    acceptable)

    Executive
    Sponsor

    SPMO Director (signature indicates acceptance of the


    project into the portfolio)

    10. Revision History


    (All versions of the charter are important. Any changes to the goal, deliverables and milestones, scope or
    budget require an approved change request and revisions to this document. When a change is approved,
    the charter should be updated by selecting “Save As,” renaming with the next version integral number
    (i.e. v2, v3, v4, etc.) and making all changes.)

    Version Date Link to Approved Change Request Executive Sponsor Sign off
    on Charter Changes

    Project Charter Page 5

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