# Project Charter Template

Use this project charter before a request moves from intake into delivery. Replace the example notes with your own project details.

## 1. Project Summary

- Project name:
- Requester / sponsor:
- Project owner:
- Date created:
- Target decision date:
- Current status:

## 2. Business Goal

- What problem or opportunity does this project address?
- Why does it matter now?
- What measurable outcome should change if the project succeeds?

Example: Reduce manual client onboarding follow-up by 25 percent within eight weeks of rollout.

## 3. Scope

### In Scope

- Deliverable 1:
- Deliverable 2:
- Deliverable 3:

### Out of Scope

- Exclusion 1:
- Exclusion 2:
- Exclusion 3:

## 4. Stakeholders and Roles

| Role | Person / Team | Responsibility | Decision Rights |
| --- | --- | --- | --- |
| Sponsor |  | Approves business priority and success criteria | Final priority decision |
| Project owner |  | Owns delivery plan and status updates | Day-to-day delivery decisions |
| Approver |  | Reviews scope, budget, or launch readiness | Approval before delivery starts |
| Contributor |  | Provides inputs, assets, or technical review | Advisory |

## 5. Success Criteria

- Success metric:
- Target value:
- Evidence source:
- Review date:

## 6. Assumptions and Constraints

- Assumption 1:
- Assumption 2:
- Constraint 1:
- Constraint 2:

## 7. Risks and Dependencies

| Risk or dependency | Impact | Owner | Mitigation / next step |
| --- | --- | --- | --- |
|  |  |  |  |
|  |  |  |  |

## 8. Milestones

| Milestone | Owner | Target date | Exit criteria |
| --- | --- | --- | --- |
| Charter approved |  |  | Sponsor confirms goal, scope, and owner |
| Kickoff complete |  |  | Delivery team understands scope and next step |
| First review |  |  | Open questions, risks, and blockers are visible |
| Final acceptance |  |  | Success criteria and acceptance notes are reviewed |

## 9. Approval

- Sponsor approval:
- Project owner approval:
- Date:
- Decision notes:

## 10. Follow-up Actions

| Action | Owner | Due date | Status |
| --- | --- | --- | --- |
|  |  |  |  |
|  |  |  |  |