Project Charter
Project charter template for formally authorizing projects and defining scope, objectives, and stakeholders.
📦 PDF
📦 DOCX
Project Management
Template Fields
The document includes the following fields:
| # | Field Name | Type | Required |
|---|---|---|---|
| Document Information | |||
| 2 | Organization Name | text | Yes ✓ |
| 3 | Department / Section | text | No |
| 4 | Document Reference | text | Yes ✓ |
| 5 |
Document Edition
Options:2027 Edition, 2026 Edition |
select | Yes ✓ |
| 6 | Issue Date | date | Yes ✓ |
| 7 |
Document Status
Options:Draft, Active, Approved, Completed |
select | No |
| Project Details | |||
| 9 | Project Name | text | Yes ✓ |
| 10 | Project Manager | text | No |
| 11 |
Phase
Options:Initiation, Planning, Execution, Closure |
select | No |
| 12 | Start Date | date | No |
| 13 | Target End Date | date | No |
| 14 | Progress (%) | number | No |
| Tasks & Milestones | |||
| 16 |
Tasks
Columns:Task, Owner, Start, End, Status |
table | No |
| Notes & Terms | |||
| 18 | Notes | textarea | No |
| 19 | Terms & Conditions | textarea | No |
| Approvals & Signatures | |||
| 21 | Prepared By | text | No |
| 22 | Reviewed By | text | No |
| 23 | Approved By | text | No |
| 24 | Approval Date | date | No |
Key Benefits
Formal project authorization
Clear scope definition
Stakeholder identification
Resource commitment documentation
Success criteria establishment
How to Use This Template
1
Step 1: Define project name, manager, and sponsor
2
Step 2: Document project purpose and objectives
3
Step 3: Describe project scope and key deliverables
4
Step 4: Identify stakeholders and their interest/influence
5
Step 5: List high-level risks and mitigation strategies
6
Step 6: Set budget estimate and success criteria
7
Step 7: Obtain sponsor sign-off to authorize the project
Features
Deliverable tracking table
Stakeholder analysis matrix
Risk identification table
Budget estimation
Priority classification
Frequently Asked Questions
What is a project charter and why is it important?
A project charter formally authorizes a project, defines its objectives, scope, and key stakeholders, and gives the project manager authority to use organizational resources.
Who should sign off on a project charter?
The project sponsor, key stakeholders, and the project manager. The sponsor provides formal authorization and resource commitment.
Can a project charter be modified after approval?
Yes, but changes should go through a formal change control process and require re-approval from the sponsor and key stakeholders.
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