There's great value in a well-crafted project charter template. It quickly helps you identify your project's scope, objectives, and other information needed for proper project management. If you regularly lead or manage projects, keep reading to learn how this template helps you stay on track.

What's a Project Charter Template?

A project charter is an important document that contains information related to the launch of a project. It can also be used as a business case. Perhaps the most essential information included in a charter is the project name and structure. 

This information can be used to successfully guide you and your team towards the goal of your project. We will break down the elements of a project charter in the next section, but for now, it’s important to know that a good project charter can help you get approved to get the ball rolling on your brainchild or innovative idea.

That's where our project charter template example comes in. Planning a project can be time-consuming, and the last thing you need is to figure out how to format a charter so it looks presentable to your sponsor or shareholders. This customizable project charter template streamlines the process for you and cuts out some of the work. If you're aware of the benefits of a project charter, then you'll be pleased to know a template of this document comes with extra benefits, mainly in time and effort savings.

What information does a basic project charter template contain?

For a project charter to be effective, it has to contain all the right elements. Again you don't have to stress about whether you have included all the information you need if you're using our ready-made template. Here are the crucial elements contained in the template:

  • Project Name. While this section must be kept short and concise, it should clearly indicate the project's purpose. That's why it's the first thing you fill in. A good example of a descriptive project title is "Website Redesign to Boost Brand Alignment." This communicates the type of project involved and why it may be necessary.
  • Description. This section covers the scope of the project. Make sure it clearly explains what the project hopes to achieve (in scope) and what's not produced by the project (out of scope).
  • Objectives. This section outlines the importance of the project, its main aim, goals, and the problems it will solve. For instance, if the project involves redesigning an online store, the objective may be to improve the customer's buying experience and boost sales.
  • Risks. You'll also need to outline the risks, limitations, or challenges associated with your project. That way, you can find ways or solutions around the problem before it becomes a big issue.
  • Budget. Write down the cost of the project in terms of supplies, human resources, and dollars. A budget estimate can be used to gauge the feasibility of the project quickly.
  • Milestones. This section summarizes the project's schedule. This helps you to stay on track since each milestone will have a deadline.
  • Team Members. Delegation is all part of a successful project. Assigning roles such as team leader or project manager helps to set expectations early on so participants can jump straight into their role without delay.
  • Project's Approval Status. This section lets you know whether the client, stakeholders, or person in charge has authorized the project. If the project isn't approved, you may need to tweak some of the information before it is accepted.

The Benefits of Using a Project Charter Template

You already know that a project charter template is a handy document that helps kickstart your project and keep it on track. Here are more benefits associated with this template:

  • Creates a Solid Framework That Supports Your Project Idea. If your project isn't clearly defined, it may be challenging to get the go-ahead you seek. But with a project charter template word document, you can quickly build a well-structured outline of the project. 
  • Avoids wasting time. If your project has any issues, this will be easier to see once the information has been broken down into specific sections. You'll know if the idea has any value sooner rather than later.
  • Inspires confidence. If your project starts on an organized footing, your team members, sponsors, and stakeholders will have more confidence in you as a project manager.
  • Multipurpose document. As mentioned earlier, a project charter can also be used as a business case. Additionally, you can use it to market your services or products. The good news is our template is generic, so you can use it over and over for all sorts of projects.

Tips for Customizing a Project Charter Template

Our project charter template free word document can be quickly personalized to suit your particular needs or situation. When doing so, here are a few things to keep in mind:

  • Your project charter is mainly aimed at management. Therefore, avoid too many technical specifications and keep the information simple and straightforward.
  • Don't wait to customize your template until it's too late. Remember, the project charter must be developed as early on as possible to ensure the project kicks off and ends smoothly.
  • Also, don't keep the template tucked away once the project is underway. Refer to it time and time again to ensure you're still aligned with your objectives and set deadlines.

Kickstart Your Project Now

Once you have customized our sample project charter template, it's time to refine the details. Aim to sound as professional and as knowledgeable about your project as possible. It's best to get feedback and help from your team members when perfecting the document. In conclusion, this free project charter template is a great tool to have if you plan to stick to your objectives and hit your milestones throughout the project.

Here’s a sample Project Charter template that can be easily customized and adapted to meet your requirements. It’s free to download and use.

Download your FREE Project Charter Template In .doc Word format

Download a FREE Project Charter Template in PDF format

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