Create and edit project charter
Purpose
The project charter delineates the project's scope, stakeholders, roles, and detailed information about each engagement. It's the go-to guide for all project questions, serving as the primary location where team members can look for answers to their questions.
Responsible Party
Who does the task?
Operations Manager
Interdependencies
What occurs before:
- The sales to project meeting has occured.
What occurs after:
- Setting up project management took + creation of project resources.
Directions
Example:
- The Operations Manager creates the project charter, and all team members are responsible for saving information throughout the project.
- The project charter is created before the Sales-to-Project Handoff Meeting.
- The project charter is a Google Doc saved in the top-level of the project's Drive folder.
Resources
Editing the project charter
- Click on the Project Charter link, make a copy, and rename the file prior to the Sales to Project Handoff meeting. Save the file to your personal drive until you create the Project Folder. Change "Organization" to the client name.
- The Operations Manager will go through the Project Charter, ask the Sales Lead what we know, and enter that information into the charter.