Project Management

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Project Charters

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Anonymous
Are project charters required for all projects, small or large? If so, do you use a different template depending on the size of the project?
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Keith Novak Tukwila, Wa, United States
Smaller projects don't necessarily get a formal charter. I will sometimes create one anyways when my projects span multiple business organizations so that I have written authorization from senior stakeholders. That makes it easier to elevate issues when someone from another organization doesn't think they have to support the plan.

While we might have standard templates for the big projects, they are often written to cover any number of situations so they include more than I need for the smaller jobs. In that case I find a simple template (usually online), and tailor it down to my needs to lean out the N/A sections.
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Stéphane Parent Self Employed / Semi-retired| Leader Maker Prince Edward Island, Canada
I have seen project charters that were contained on one page. Then again, I've had project charters over 10 pages long.

The project charter is a form of contract that establishes the stakeholders, the scope and the budget.
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Abolfazl Yousefi Darestani Manager, Quality and Continuous Improvement| Hörmann-TNR Industrial Doors Newmarket, Ontario, Canada
I think it is worth it to have one for each project.
Yes, you may need to use different templates for different projects.
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Shivani Darji Director, Program Operations and Analytics| Change Healthcare Suwanee, Ga, United States
Its not necessary but it formalizes the project and create an forum to ensure stakeholder alignment from the beginning as this is a huge driver for success. It also promotes the stakeholders to think ahead and consider any downstream effects of known constraints/assumptions and discuss a plan to account for them.
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Panayiota Spyridopoulou Supervisor - Internal Auditor - Finance Department| PCT S.A. (Piraeus Container Terminal S.A.) Aegaleo, Greece
It's good practice to have one. The size and content of course varies depending on each project.
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Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
In the PMI world/view: YES, it is mandatory always to have a Project charter! ;)

In the real world: Well, often, a charter needs to be included even on more extensive and more complex projects.

Do you think you should have a project charter? Clear YES, you should ALWAYS have one; as Stephane mentioned, it could be a one-pager if you have a smaller, less complex project.

It lays the foundation for many following tasks; e.g., how would you start clarifying stakeholder expectations, without having a charter?

You can find various templates in the library here at pm.com.

I have created one (with sample texts) that is 100% aligned to the PMBoK Guide 6th Edition or now the Process Practice Guide.

Please reach out if I should provide it to you.

BR,

Markus
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2 replies by Amanda Reid and Maria PM
Nov 10, 2023 3:42 PM
Maria PM
...
Hi Markus,

Can you please provide me the project charter template you've created with sample text?

Thank you!

Maria
Feb 29, 2024 6:20 PM
Amanda Reid
...
Hi Markus - may I please get a copy of your project charter? Thank you!
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Maria PM Pakistan
Nov 03, 2023 9:37 AM
Replying to Markus Kopko
...
In the PMI world/view: YES, it is mandatory always to have a Project charter! ;)

In the real world: Well, often, a charter needs to be included even on more extensive and more complex projects.

Do you think you should have a project charter? Clear YES, you should ALWAYS have one; as Stephane mentioned, it could be a one-pager if you have a smaller, less complex project.

It lays the foundation for many following tasks; e.g., how would you start clarifying stakeholder expectations, without having a charter?

You can find various templates in the library here at pm.com.

I have created one (with sample texts) that is 100% aligned to the PMBoK Guide 6th Edition or now the Process Practice Guide.

Please reach out if I should provide it to you.

BR,

Markus
Hi Markus,

Can you please provide me the project charter template you've created with sample text?

Thank you!

Maria
avatar
Amanda Reid Chief of Staff| Red Hat
Nov 03, 2023 9:37 AM
Replying to Markus Kopko
...
In the PMI world/view: YES, it is mandatory always to have a Project charter! ;)

In the real world: Well, often, a charter needs to be included even on more extensive and more complex projects.

Do you think you should have a project charter? Clear YES, you should ALWAYS have one; as Stephane mentioned, it could be a one-pager if you have a smaller, less complex project.

It lays the foundation for many following tasks; e.g., how would you start clarifying stakeholder expectations, without having a charter?

You can find various templates in the library here at pm.com.

I have created one (with sample texts) that is 100% aligned to the PMBoK Guide 6th Edition or now the Process Practice Guide.

Please reach out if I should provide it to you.

BR,

Markus
Hi Markus - may I please get a copy of your project charter? Thank you!

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