Project Management

Build a Charter, Save a Project

Paula K. Martin, and Karen Tate
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How many of you start off your project with a charter created by the sponsor? Well, maybe your sponsor hasn’t actually written the charter, although he’s supposed to, but at least he has approved it before you begin planning. If you don’t usually start off with a charter, here are some good reasons to create one for your next project. A charter will help you:    
  • Have clear direction for the project         
  • Have a clear understanding of the expectations of management         
  • Understand the constraints that the project must live within         
  • Know how much risk is acceptable for the project         
  • Know the staffing and spending limits for the project         
  • Know exactly when this project ends and when ongoing maintenance or the next upgrade begins

The charter is an overview. It should contain the big picture of what needs to be done, but not how the project will be done. The details of what to do and how to do it will be worked out during the planning phase. The charter is merely an outline of what you know about the project at the start.

There are three sections in a charter. The first section is related to scope and includes the following:

  • Business case
    The business case connects the project to the strategic goals of the organization.
  • Project objectives
     The goals and objectives of the …

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