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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. The Operations Manager creates the project charter, and all team members are responsible for saving information throughout the project.

Responsible Party

Who does the task?
Operations Manager

Interdependencies

What occurs before: 

  • The sales to project meeting has occured.been sold. 
  • The

    WhatResearch occursQuestions after:have

    been
      reviewed and approved.
    • SettingThe upProject projectCharter managementhas tookbeen +reviewed creationin ofthe projectSales-to-Project resources.Handoff Meeting. 
    Directions

    Example:

    1. The Operations Manager creates the project charter, and all team members are responsible for saving information throughout the project.
    2. The project charter is created before the Sales-to-Project Handoff Meeting. 
    3. The project charter is a Google Doc saved in the top-level of the project's Drive folder.
    Resources
    Editing the project charter
    1. 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.

    2. The Operations Manager will go through the Project Charter, ask the Sales Lead what we know, and enter that information into the charter.

    3. Click on the Project Charter link, make a copy, and rename the file. Save it to your personal drive until the Project Folder is created. Change "Organization" to the client name.
    4. During the Sales to Project Handoff meeting, the Operations Manager will review the Project Charter, gather information from the Sales Lead, and incorporate it into the Charter.

    5. The Operations Manager will also include additional details from the client liaison, such as communication instructions, timelines, Ops Team roles, engagement preparation links/documents, etc.

    6. As information becomes available, Ops Team members should update the charter with debrief information, document links, or relevant web resources like Calendly and Qualtrics.

    7. In the "Fuzzy Situation" section of the Project Charter, fill in details from either the Proposal document or the Project Basics doc. If available, add a link to the Project Basics document in the deliverables section under the Project Basics box.

    8. The project charter is a Google Doc saved in the top-level of the project's Drive folder.

    Resources

    Project Charter Template

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