Marcus UdokangProject Manager| Aivaz ConsultingCalgary, Alberta, Canada
The contents of a Project Charter are a hot topic for PMs. The Project Charter is written by other parties, apart from a PM. It is signed of by sponsors, authorizing the PMs authority on a project. A Charter, once signed off, can not be modified by the PM.
But, how much say does a PM have in the development of a Project Charter? Can or should a PM highly influence the content of the Project Charter? Are there any standard topics within a Project Charter that a PM should influence?
I'm sure this varies by industry but it would be nice to hear you hone in on this topic. Saving Changes...
Thomas WalentaGlobal Project Economy ExpertHackenheim, Germany
Nov 12, 2020 9:47 PM
Replying to Marcus Udokang
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Thanks Thomas. I'd have to agree that the main purpose the project charter is to authorize the PM to manage and implement the defined project, which is signed off by the sponsor.
You say a charter is not changed. However, can the charter have an appendix or an addendum added to it, after it has been signed off?
Marcus,
It is often that a charter references other documents (e.g. business case, SOW, contract, policies, program roadmaps), which in turn may be under some change control, but I have not seen attachments.
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1 reply by Marcus Udokang
Nov 20, 2020 8:18 PM
Marcus Udokang
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Many thanks, Thomas.
Saving Changes...
Peter RapinSubject Matter Expect; Project Delivery| Independent ConsultantOntario, Canada
Nov 12, 2020 9:48 PM
Replying to Marcus Udokang
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Thanks Peter. When you say name the significant stakeholders, do you mean name their roles, or their actual full names?
If the sponsor changes the charter, I don't think a change request is required, is it?
I would keep it very general. For example an internal stakeholder may be Operations and Maintenance department; an external stakeholder may be a specific government department, Environment or Health and Safety.(labour).
It would be wise for the Sponsor to discuss possible or contemplated changes with the PM as it may have an impact on what has already been done and may give rise to a different risk profile. If the Charter change is driven by the PM (cost, time, scope variations) then it most likely would be through a change request.
The intent of the Charter is to be very high level so that changes are not required. The job of the PM is to deliver the project within the parameters and constraints of the project as defined by the Charter. A PM driven request for a Charter change is an admission that the PM cannot deliver the initial requirements and thus needs to change the requirements.
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1 reply by Marcus Udokang
Nov 20, 2020 8:20 PM
Marcus Udokang
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Thanks Peter.
Saving Changes...
Peter RapinSubject Matter Expect; Project Delivery| Independent ConsultantOntario, Canada
Nov 12, 2020 9:48 PM
Replying to Marcus Udokang
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Thanks Keith. So, as the PM might be involved in authoring the charter, at the end of the day the charter still needs to be signed off by the project sponsor? I don't think the PM can sign or co-sign a charter.
It depends on the purpose or intent of the Charter. In some cases the Charter becomes an agreement document between the Sponsor and the PM in which case both parties would sign-off. It also means that both parties need to agree to any changes.
Personally I prefer the Charter to be a "directive" from the Sponsor (marching orders) rather than a formal agreement - "this is what I want and why by when, this is what I'm prepared to pay, here are the entities (stakeholders) that have a direct influence and here is your authority to deliver.
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2 replies by Marcus Udokang and Thomas Walenta
Nov 13, 2020 11:57 AM
Thomas Walenta
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Peter
I agree with your preference of the charter being rather a top down directive than an agreement between peers. Project managers are not equal to sponsors who are agents of the organization.
Nevertheless I would see both sign, the sponsor in his/her role as company representative, the PM surrendering.
This is also how PMBoK Guide and ECO define a charter (ECO: charter issued by sponsor, assisted by PM).
Nov 20, 2020 8:24 PM
Marcus Udokang
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Thanks Peter, and Thomas.
Saving Changes...
Thomas WalentaGlobal Project Economy ExpertHackenheim, Germany
Nov 13, 2020 11:51 AM
Replying to Peter Rapin
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It depends on the purpose or intent of the Charter. In some cases the Charter becomes an agreement document between the Sponsor and the PM in which case both parties would sign-off. It also means that both parties need to agree to any changes.
Personally I prefer the Charter to be a "directive" from the Sponsor (marching orders) rather than a formal agreement - "this is what I want and why by when, this is what I'm prepared to pay, here are the entities (stakeholders) that have a direct influence and here is your authority to deliver.
Peter
I agree with your preference of the charter being rather a top down directive than an agreement between peers. Project managers are not equal to sponsors who are agents of the organization.
Nevertheless I would see both sign, the sponsor in his/her role as company representative, the PM surrendering.
This is also how PMBoK Guide and ECO define a charter (ECO: charter issued by sponsor, assisted by PM). Saving Changes...
Peter RapinSubject Matter Expect; Project Delivery| Independent ConsultantOntario, Canada
In response to the original question it should be noted that not all projects have an official charter at the start. There may be various documentation, emails, business case, etc. created during the initial considerations or options related to a solution to a problem that could add up to a charter. This may be enough for the PM to proceed in delivering a simple project but for more complex solution it may be advisable for the PM to convince the Sponsor to develop a more formal charter.
As a PM I have prepared the Project Charter for the Sponsor's signature allowing project delivery flexibility but the Sponsor should retain ownership regardless of author. The danger here is that the PM inserts material that really belongs in the Project Plan thus creating a hybrid document and tying the PM's hands as to methodology.
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1 reply by Marcus Udokang
Nov 20, 2020 8:27 PM
Marcus Udokang
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Much thanks Peter. Yes, a hybrid document is probably not wise to have.
Before my current position at the company I currently work for, most project charters were approved before I was involved with the project. In my current role, we (the PMs in the PMO) "designed" the charter and often help the business fill it out.
I find it interesting how the statement that, "once signed off, [the charter] can not be modified by the PM," is interpreted by some as, "the charter can not be changed" or, "if the charter is changed, you have to cancel the project and start over." In general, the PM does not have the authority to make decisions that would change the charter, but other people do.
In my experience, I have a better understanding of the project when I am involved from the beginning - before the charter is created - and can influence what goes into it, namely that the person creating the charter clearly defines the expected outcomes, breaks out of their silo when identifying ROI and value realization, and has the data needed to support the reason for the project. I've also found it necessary to keep people from committing to a finish date in the charter; how do you commit to a finish date when scope and requirements aren't defined, yet?
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2 replies by Marcus Udokang and Peter Rapin
Nov 14, 2020 4:40 PM
Peter Rapin
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Aaron: be careful with undefined time, cost and quality constraints. Projects are a bit like gas - they will fill/use whatever space/volume (money and time) is available. "We will deliver when we are done, it will cost what it will cost and you will get what we give you". I had a consulting architect provide that response once - he didn't last. This is an unrealistic approach to project delivery.
Projects only have value when delivered within constraints - too costly and/or too late will have serious impact on the suitability of the end product - missed opportunities, failed commitments.
Thanks Keith. So, as the PM might be involved in authoring the charter, at the end of the day the charter still needs to be signed off by the project sponsor? I don't think the PM can sign or co-sign a charter.
Marcus,
As the PM, I normally sign as Prepared By. My manager signs as Reviewed By since they really have no approval authority, and the execs sign of as approvers.
Keith
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1 reply by Marcus Udokang
Nov 20, 2020 8:35 PM
Marcus Udokang
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Many thanks, Keith. I like the Prepared By, Reviewed By, and approver signoff method.
Project Charter should be a short and explicitly say
- what is the business case
- what is the success criteria
- by when we have to release
- what is the impact if delayed for time to market
PM may not be author but one of key stakeholders, PM should make the project scope & management plan to meet the timelines which sponsor expects.
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1 reply by Marcus Udokang
Nov 20, 2020 8:36 PM
Marcus Udokang
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Many thanks, Satyanarayana.
Saving Changes...
Peter RapinSubject Matter Expect; Project Delivery| Independent ConsultantOntario, Canada
Nov 13, 2020 1:54 PM
Replying to Aaron Porter
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Before my current position at the company I currently work for, most project charters were approved before I was involved with the project. In my current role, we (the PMs in the PMO) "designed" the charter and often help the business fill it out.
I find it interesting how the statement that, "once signed off, [the charter] can not be modified by the PM," is interpreted by some as, "the charter can not be changed" or, "if the charter is changed, you have to cancel the project and start over." In general, the PM does not have the authority to make decisions that would change the charter, but other people do.
In my experience, I have a better understanding of the project when I am involved from the beginning - before the charter is created - and can influence what goes into it, namely that the person creating the charter clearly defines the expected outcomes, breaks out of their silo when identifying ROI and value realization, and has the data needed to support the reason for the project. I've also found it necessary to keep people from committing to a finish date in the charter; how do you commit to a finish date when scope and requirements aren't defined, yet?
Aaron: be careful with undefined time, cost and quality constraints. Projects are a bit like gas - they will fill/use whatever space/volume (money and time) is available. "We will deliver when we are done, it will cost what it will cost and you will get what we give you". I had a consulting architect provide that response once - he didn't last. This is an unrealistic approach to project delivery.
Projects only have value when delivered within constraints - too costly and/or too late will have serious impact on the suitability of the end product - missed opportunities, failed commitments.
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2 replies by Aaron Porter and Marcus Udokang
Nov 14, 2020 10:01 PM
Aaron Porter
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I hear you, Peter, but I think you may be addressing points I didn't, in your response to me. I don't disagree with your cautionary tale. However, failed commitments are exactly what you risk when you commit to finishing something before you understand the work that is needed to deliver the desired value and how long it will take. This information doesn't usually exist when a project charter is being developed. Obtaining this information is not part of the project charter creation process. This is independent of constraints which should be understood when developing the project charter.
Aaron: be careful with undefined time, cost and quality constraints. Projects are a bit like gas - they will fill/use whatever space/volume (money and time) is available. "We will deliver when we are done, it will cost what it will cost and you will get what we give you". I had a consulting architect provide that response once - he didn't last. This is an unrealistic approach to project delivery.
Projects only have value when delivered within constraints - too costly and/or too late will have serious impact on the suitability of the end product - missed opportunities, failed commitments.
I hear you, Peter, but I think you may be addressing points I didn't, in your response to me. I don't disagree with your cautionary tale. However, failed commitments are exactly what you risk when you commit to finishing something before you understand the work that is needed to deliver the desired value and how long it will take. This information doesn't usually exist when a project charter is being developed. Obtaining this information is not part of the project charter creation process. This is independent of constraints which should be understood when developing the project charter.