Eplc Project Charter Template

<PROJECT NAME>
PROJECT CHARTER
Version <1.0>
<mm/dd/yyyy>
[Insert appropriate Disclaimer(s)]
<Project Name>
VERSION HISTORY
[Provide information on ho the development and distri!"tion of the Pro#ect $harter "p
to the final point of approval as controlled and trac%ed. &se the ta!le !elo to provide
the version n"m!er' the a"thor implementin( the version' the date of the version' the
name of the person approvin( the version' the date that partic"lar version as
approved' and a !rief description of the reason for creatin( the revised version.]
Version
#
Implemented
By
Revision
Dte
Approved
By
Approvl
Dte
Reson
1.0 <)"thor name> <mm/dd/yyyy
>
<name> <mm/dd/yyyy> <reason>
!EP"C Pro#e$t C%rter& Page 2 of 14
[Insert appropriate disclaimer(s)]
<Project Name>
Note to the Author
[*his doc"ment is a template of a Pro#ect $harter doc"ment for a pro#ect. *he template
incl"des instr"ctions to the a"thor' !oilerplate te+t' and fields that sho"ld !e replaced
ith the val"es specific to the pro#ect.
,l"e italici-ed te+t enclosed in s."are !rac%ets ([te+t]) provides instr"ctions to
the doc"ment a"thor' or descri!es the intent' ass"mptions and conte+t for
content incl"ded in this doc"ment.
,l"e italici-ed te+t enclosed in an(le !rac%ets (<te+t>) indicates a field that
sho"ld !e replaced ith information specific to a partic"lar pro#ect.
*e+t and ta!les in !lac% are provided as !oilerplate e+amples of ordin( and
formats that may !e "sed or modified as appropriate to a specific pro#ect. *hese
are offered only as s"((estions to assist in developin( pro#ect doc"ments/ they
are not mandatory formats.
0hen "sin( this template for yo"r pro#ect doc"ment' it is recommended that yo" follo
these steps1
1. 2eplace all te+t enclosed in an(le !rac%ets (i.e.' <Pro#ect 3ame>) ith the
correct field val"es. *hese an(le !rac%ets appear in !oth the !ody of the
doc"ment and in headers and footers. *o c"stomi-e fields in 4icrosoft 0ord
(hich display a (ray !ac%(ro"nd hen selected)1
a. 5elect 6ile>Properties>5"mmary and fill in the *itle field ith the
Doc"ment 3ame and the 5"!#ect field ith the Pro#ect 3ame.
!. 5elect 6ile>Properties>$"stom and fill in the 7ast 4odified' 5tat"s' and
8ersion fields ith the appropriate information for this doc"ment.
c. )fter yo" clic% 9: to close the dialo( !o+' "pdate the fields thro"(ho"t the
doc"ment ith these val"es !y selectin( ;dit>5elect )ll (or $trl<)) and
pressin( 6=. 9r yo" can "pdate an individ"al field !y clic%in( on it and
pressin( 6=. *his m"st !e done separately for >eaders and 6ooters.
?. 4odify !oilerplate te+t as appropriate to the specific pro#ect.
@. *o add any ne sections to the doc"ment' ens"re that the appropriate header
and !ody te+t styles are maintained. 5tyles "sed for the 5ection >eadin(s are
>eadin( 1' >eadin( ? and >eadin( @. 5tyle "sed for !oilerplate te+t is ,ody
*e+t.
A. *o "pdate the *a!le of $ontents' ri(ht<clic% and select B&pdate fieldC and choose
the option< B&pdate entire ta!leC
5. ,efore s"!mission of the first draft of this doc"ment' delete this B3otes to the
)"thorC pa(e and all instr"ctions to the a"thor' hich appear thro"(ho"t the
doc"ment as !l"e italici-ed te+t enclosed in s."are !rac%ets.]
<Project Name>
TAB"E O' CONTENTS
( INTROD)CTION......................................................................................................................5
1.1 Purpose of Project Charter....................................................................................5
* PROJECT OVERVIE+...........................................................................................................5
, J)STI'ICATION.......................................................................................................................5
3.1 Business Need.........................................................................................................5
3.2 Business Impact......................................................................................................5
3.3 Strategic !ignment.................................................................................................5
- SCOPE.......................................................................................................................................6
4.1 "#jecti$es.................................................................................................................6
4.2 %igh&'e$e! (e)uirements.......................................................................................6
4.3 *ajor +e!i$era#!es...................................................................................................6
4.4 Boundaries................................................................................................................6
. PROJECT OR/ANI0ATION..................................................................................................6
5.1 (o!es and (esponsi#i!ities.....................................................................................6
5.2 Sta,eho!ders -Interna! and ./terna!0....................................................................9
1 D)RATION................................................................................................................................9
6.1 1ime!ine.....................................................................................................................9
6.2 *i!estones.................................................................................................................9
2 B)D/ET ESTI3ATE...............................................................................................................9
7.1 2unding Source.......................................................................................................9
7.2 .stimate....................................................................................................................9
4 ASS)3PTIONS5 CONSTRAINTS AND RIS6S...............................................................11
8.1 ssumptions...........................................................................................................11
8.2 Constraints..............................................................................................................11
8.3 (is,s........................................................................................................................11
7 PROJECT CHARTER APPROVA"....................................................................................12
APPENDI8 A9 RE'ERENCES.................................................................................................13
APPENDI8 B9 6EY TER3S.....................................................................................................14
<Project Name>
( INTROD)CTION
1.1 P)RPOSE O' PROJECT CHARTER
[Provide the p"rpose of the pro#ect charter.]
1he <Pro#ect 3ame> project charter forma!!3 authori4es a project5 descri#es the
#usiness need for the project and the product to #e created #3 the project. It
pro$ides the project manager 6ith the authorit3 to app!3 up to a certain !e$e! of
organi4ationa! resources to project acti$ities. It is created during the Initiating
Phase of the project.
1he intended audience of the <Pro#ect 3ame> project charter is the Business
Sponsor and Critica! Partners.
* PROJECT AND PROD)CT OVERVIE+
[*ypically' the description sho"ld anser ho' hat' hen and here' in a concise
manner. It sho"ld also state the estimated pro#ect d"ration (e.(.' 1D months) and
the estimated pro#ect !"d(et (e.(.' E1.F4).]
, J)STI'ICATION
3.1 B)SINESS NEED
[*his section of the Pro#ect $harter e+plains hy the c"stomers need this pro#ect
to !e completed. It identifies the c"stomers ho are to receive and !enefit from
the prod"ct(s) to !e developed "nder this pro#ect. It identifies the need' the
pro!lem to !e solved and/or the opport"nity to e+ploit.]
3.2 B)SINESS I3PACT
[In this section yo" sho"ld list the !enefits the !"siness and/or c"stomers ill
receive as a res"lt of this pro#ect. Descri!e the o!serva!le and meas"ra!le
o"tcomes that ill res"lt directly from the pro#ectGs performance. Please note that
performance meas"res ill !e crafted in f"t"re delivera!les related to these
tar(eted o"tcomes.]
3.3 STRATE/IC A"I/N3ENT
/ol Pro#e$t
Respons
e Rn:
Comments
5cale7 H 8 %igh5 3& *edium5 " 8 'o65 N;A 8 Not pp!ica#!e
Or<ni=tion Strte<i$ /ols9
[;nter Pro(ram or division (oals]
OPDIV;STA''DIV Strte<i$ /ols9
[;nter 9PDI8/5*)66DI8 (oals]
Deprtment o> Helt% nd H?mn Servi$es @DHHSA Strte<i$ /ols9
[;nter >ealth and >"man 5ervices Hoals]
DHHS IT /ols9
<Project Name>
/ol Pro#e$t
Respons
e Rn:
Comments
[;nter >ealth and >"man 5ervices I24 Hoals]
PresidentBs 3n<ement A<end @P3AA Strte<i$ /ols9
[;nter P4) 5trate(ic Hoals]
- SCOPE
4.1 OBJECTIVES
1he o#jecti$es of the <Pro#ect 3ame> are as fo!!o6s7
[Insert 9!#ective 1]
[Insert 9!#ective ?]
[)dd additional !"llets as necessary]
4.2 HI/HC"EVE" RED)IRE3ENTS
1he fo!!o6ing ta#!e presents the re)uirements that the project:s product5 ser$ice or
resu!t must meet in order for the project o#jecti$es to #e satisfied.
ReEF # I ReE?irement Des$ription
4.3 3AJOR DE"IVERAB"ES
1he fo!!o6ing ta#!e presents the major de!i$era#!es that the project:s product5
ser$ice or resu!t must meet in order for the project o#jecti$es to #e satisfied.
3#or DeliverGle I DeliverGle Des$ription
4.4 BO)NDARIES
[Descri!e the incl"sive and e+cl"sive !o"ndaries of the pro#ect. 5pecifically
address items that are o"t of scope.]
. PROJECT OR/ANI0ATION
5.1 RO"ES AND RESPONSIBI"ITIES
[Dependin( on yo"r pro#ect or(ani-ation' yo" may modify the roles and
responsi!ilities listed in the ta!le !elo.]
1his section descri#es the ,e3 ro!es supporting the project.
Nme H
Or<ni=tion
Pro#e$t Role Pro#e$t ResponsiGilities
<3ame>
<9r(>
<,"siness 5ponsor> <Person responsi!le for actin( as the
pro#ectGs champion and providin( direction
!EP"C Pro#e$t C%rter& Page ; of 14
<Project Name>
Nme H
Or<ni=tion
and s"pport to the team. In the conte+t of
this doc"ment' this person approves the
re."est for f"ndin(' approves the pro#ect
scope represented in this doc"ment' and
sets the priority of the pro#ect relative to
other pro#ects in his/her area of
responsi!ility. >
<3ame>
<9r(>
<$ontractin( 9fficer> <Person ho has the a"thority to enter
into' terminate' or chan(e a contract"al
a(reement on !ehalf of the Hovernment.
*his person !ears the le(al responsi!ility
for the contract.>
<3ame>
<9r(>
<Pro#ect 9fficer
/$ontractin( 9fficer
*echnical
2epresentative>
<) pro(ram representative responsi!le for
coordinatin( ith ac."isition officials on
pro#ects for hich contract s"pport is
contemplated. *his representative is
responsi!le for technical monitorin( and
eval"ation of the contractorIs performance
after aard. >
<3ame>
<9r(>
<Pro#ect 4ana(er
(*his co"ld incl"de a
$ontractor Pro#ect
4ana(er or an 6*;
Pro#ect 4ana(er) >
<Person ho performs the day<to<day
mana(ement of the pro#ect and has
specific acco"nta!ility for mana(in( the
pro#ect ithin the approved constraints of
scope' ."ality' time and cost' to deliver the
specified re."irements' delivera!les and
c"stomer satisfaction. *he Pro#ect
4ana(er chairs the inte(rated pro#ect
team. >
<3ame>
<9r(>
<,"siness
2epresentative>
<,"siness s"!#ect matter e+pert ho has
ade."ate %noled(e of the !"siness and
pro#ect to ma%e informed decisions on
!ehalf of the ,"siness 5ponsor on certain
matters. >
<3ame>
<9r(>
<*echnical
2epresentative>
<Person ho is responsi!le for the
technical day<to<day aspects of the system
incl"din( the details of system
development. *he *echnical
2epresentative is responsi!le for providin(
technical direction to the pro#ect. >
<3ame>
<9r(>
<$apital Plannin(
and Investment
$ontrol ($PI$)
2epresentative>
<4em!er of the inte(rated pro#ect team
responsi!le for coordinatin( $ritical
Partners and ins"rin( that the investment
complies ith $PI$ policy and proced"res.
*his person is also responsi!le for
!EP"C Pro#e$t C%rter& Page < of 14
<Project Name>
Nme H
Or<ni=tion
ens"rin( that the investment is performin(
accordin( to >>5 I* (overnance
standards. >
<3ame>
<9r(>
<;nterprise
)rchitect"re (;))
$ritical Partner>
responsi!le for ens"rin( that the
investment ali(ns ith !oth the 9PDI8 and
DepartmentGs overall *ar(et ;) and
*ransition 5trate(y and complies ith ;)
initiatives and re."irements. >
<3ame>
<9r(>
<Performance
$ritical Partner>
<4em!er of the inte(rated pro#ect team in
mana(ement ho is responsi!le for the
pro#ectGs overall performance. *his person
m"st ens"re that the investment is
accomplishin( the !"siness o!#ectives and
meetin( !"siness needs. >
<3ame>
<9r(>
<)c."isition $ritical
Partner>
responsi!le for representin( ac."isition
interests and ens"rin( that the pro#ect is in
compliance ith >>5 ac."isition policy'
proced"res' and re."irements. >
<3ame>
<9r(>
<5ec"rity $ritical
Partner>
responsi!le for representin( information
sec"rity interests and ens"rin( that the
pro#ect is in compliance ith >>5
information sec"rity policy' proced"res'
and re."irements. >
<3ame>
<9r(>
<5ection F0D $ritical
Partner>
responsi!le for representin( 5ection F0D
interests and ens"rin( that the pro#ect is in
compliance ith 5ection F0D
re."irements.>
<3ame>
<9r(>
<,"d(et $ritical
Partner>
that is responsi!le for determinin( if there
are ade."ate financial reso"rces
availa!le.>
<3ame>
<9r(>
<>"man 2eso"rces
$ritical Partner>
responsi!le for representin( >"man
2eso"rces interests and ens"rin( that the
investment is incompliance ith >"man
2eso"rce policy' proced"res' and
re."irements. >
!EP"C Pro#e$t C%rter& Page = of 14
<Project Name>
5.2 STA6EHO"DERS @INTERNA" AND E8TERNA"A
[) sta%eholder is a person or or(ani-ation that is actively involved in the pro#ect' or
hose interests may !e positively or ne(atively affected !y e+ec"tion or
completion of the pro#ect. ) sta%eholder may also e+ert infl"ence over the pro#ect
and its delivera!les.]
1 D)RATION
6.1 TI3E"INE
[)n e+ample of a hi(h<level timeline is provided !elo.]
6.2 3I"ESTONES
[;+ample1 6or pro#ects associated ith a ma#or/tactical investment as defined !y
>>5 9$I9]
1he ta#!e #e!o6 !ists the high&!e$e! ./ecuti$e *i!estones of the project and their
estimated comp!etion timeframe.
3ilestones Estimted Completion Time>rme
[Insert milestone information (e.(.' Pro#ect
planned and a"thori-ed to proceed)]
[Insert completion timeframe (e.(.'
to ee%s after pro#ect concept is
approved)]
[Insert milestone information (e.(.' 8ersion
1 completed)]
[Insert completion timeframe (e.(.'
?F ee%s after re."irements
analysis is completed)]
[)dd additional ros as necessary]
2 B)D/ET ESTI3ATE
7.1 ')NDIN/ SO)RCE
[;+ample1 (rant' terrorism !"d(et' or operational !"d(et.]
7.2 ESTI3ATE
1his section pro$ides a summar3 of estimated spending to meet the o#jecti$es of
the <Pro#ect 3ame> project as descri#ed in this project charter. 1his summar3 of
spending is pre!iminar35 and shou!d ref!ect costs for the entire in$estment !ifec3c!e.
It is intended to present pro#a#!e funding re)uirements and to assist in o#taining
#udgeting support.
[6or pro#ects associated ith a ma#or/tactical investment as defined !y >>5 9$I9
there sho"ld !e a line of si(ht !eteen the !"d(et presented here and the
investmentGs ;+hi!it @00. Do"!le clic% on the 4icrosoft ;+cel 9!#ect ta!le !elo
to inp"t val"es.]
!EP"C Pro#e$t C%rter& Page > of 14
10?09 12?09 02?0; 09?0;
S3stem +e$e!opment
Comp!eted
+e$e!oped Protot3pe (e)uirements na!3sis
Comp!eted
Project P!an Comp!eted
<Project Name>
@ PA B Past Aear5 CA
B Current Aear5 BA B
Budget Aear
PYI CY BY BYJ( BYJ* BYJ,
BYJ- H
Beyond Totl
Plnnin< 0
A$E?isition 0
3intenn$e 0
S?G Totl 0 0 0 0 0 0 0 0
# o> /ovtF 'TE
/ovtF 'TE Costs 0
Totl Costs 0 0 0 0 0 0 0 0
<Project Name>
4 ASS)3PTIONS5 CONSTRAINTS AND RIS6S
8.1 ASS)3PTIONS
1his section identifies the statements #e!ie$ed to #e true and from 6hich a
conc!usion 6as dra6n to define this project charter.
[Insert description of the first ass"mption.]
[Insert description of the second ass"mption.
8.2 CONSTRAINTS
1his section identifies an3 !imitation that must #e ta,en into consideration prior to
the initiation of the project.
[Insert description of the first constraint.]
[Insert description of the second constraint.]
8.3 RIS6S
[7ist the ris%s that the ,"siness 5ponsor sho"ld !e aare of !efore ma%in( a
decision on f"ndin( the pro#ect' incl"din( ris%s of not f"ndin( the pro#ect.]
1he ta#!e #e!o6 presents the ,no6n ris, 6hich cou!d ha$e a major impact on the
outcome of the project and associated mitigation strateg3 that the #usiness
sponsor?project team 6i!! ta,e to manage them.
Ris: 3iti<tion
<Project Name>
7 PROJECT CHARTER APPROVA"
1he undersigned ac,no6!edge the3 ha$e re$ie6ed the project charter and
authori4e and fund the <Pro#ect 3ame> project. 1he undersigned her#3 gi$e the
project manager the authorit3 to app!3 the appro$ed !e$e! of organi4ationa!
resources to project acti$ities. Changes to this project charter 6i!! #e coordinated
6ith and appro$ed #3 the undersigned or their designated representati$es.
[7ist the individ"als hose si(nat"res are desired. ;+amples of s"ch individ"als
are ,"siness 5ponsor and Pro#ect 4ana(er. )dd additional lines for si(nat"re as
necessary. )ltho"(h si(nat"res are desired' they are not alays re."ired to move
forard ith the practices o"tlined ithin this doc"ment.]
Signature7
+ate7
Print Name7
1it!e7
(o!e7
Signature7
+ate7
Print Name7
1it!e7
(o!e7
Signature7
+ate7
Print Name7
1it!e7
(o!e7
<Project Name>
APPENDI8 A9 RE'ERENCES
[Insert the name' version n"m!er' description' and physical location of any
doc"ments referenced in this doc"ment. )dd ros to the ta!le as necessary.]
1he fo!!o6ing ta#!e summari4es the documents referenced in this document.
Do$?ment
Nme nd
Version
Des$ription "o$tion
<Doc"ment
3ame and
8ersion
3"m!er>
[Provide description of the
doc"ment]
<&27 or 3etor% path here
doc"ment is located>
<Project Name>
APPENDI8 B9 6EY TER3S
[Insert terms and definitions "sed in this doc"ment. )dd ros to the ta!le as
necessary. 6ollo the lin% !elo to for definitions of pro#ect mana(ement terms
and acronyms "sed in this and other doc"ments.]
1he fo!!o6ing ta#!e pro$ides definitions for terms re!e$ant to this document.
Term De>inition
[Insert *erm] [Provide definition of the term "sed in this doc"ment.]

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