Project Charter Development: A Comprehensive Guide

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Developing a charter

Contents
Developing a charter........................................................................................................................1
List of tables....................................................................................................................................4
Introduction......................................................................................................................................5
Part A: Theoretical explanation of each project elements...............................................................6
Project Matrix..............................................................................................................................6
Project Scope...............................................................................................................................6
Business case...............................................................................................................................6
Milestone Schedule and Deliverables..........................................................................................7
Risk assumptions and constraints................................................................................................8
Resources Required.....................................................................................................................9
Initial Stakeholder Identification.................................................................................................9
Team Operating Principles........................................................................................................10
Lessons Learned........................................................................................................................11
Commitment..............................................................................................................................12
Part B Practical example of charter...............................................................................................13
Letter to Sponsor........................................................................................................................13
Project Charter...........................................................................................................................14
Project Scope.............................................................................................................................14
Business case.............................................................................................................................14
Milestone schedule....................................................................................................................14
Deliverables...............................................................................................................................14
Risk Assessment........................................................................................................................14
Constraints.................................................................................................................................14
Resource estimate......................................................................................................................14

Stakeholder Register..................................................................................................................14
Team operating principal...........................................................................................................15
Lesson Learned..........................................................................................................................15
Charter Signature.......................................................................................................................15
Conclusion.....................................................................................................................................16
References......................................................................................................................................17

List of tables
Table 1: Project Matrix....................................................................................................................5
Table 2: Milestone Schedule and Deliverables...............................................................................6
Table 3: Risk assumptions and constraints......................................................................................7
Table 4: Resources...........................................................................................................................8
Table 5: Stakeholder........................................................................................................................8
Table 6: Team Operating Principles................................................................................................9
Table 7: Lessons Learned..............................................................................................................10
Table 8: Commitment....................................................................................................................11

Introduction
Here, in this report, a project charter has been developed and discussed including all the details
of the project and various activities within the project, members of the project, work breakdown,
and analysis of the risk factors for the better planning and management of the project.
The main aim of this project to develop an understanding of project charter and how to develop a
better project charter for a project or business.

Part A: Theoretical explanation of each project elements
Project Matrix
(Morozenko Andrey 2018, p.04043)
Table 1: Project Matrix
Project/Selection Criteria Criteria A Criteria B
Weight: 5 10 Total
Branch office movement
project 8 6
(5*8=) 40 (6*10=) 60 (40+60=) 100
Project Scope
Project Scope Overview
The project will be accomplished for the movement of the branch office to a new location in the
suburban area within 6 week time. This project will include the movement of staff, setup,
computer and telephone to new premises (J. Kloppenborg 2013, pp.113).
The project will consist of a workflow process to do different works which are as follow:
 Work within a four-day window.
 Least disruption to staff and customers.
 Movement of computer and telephone to new premises.
 The budget must be below $100,000.
Business case
The purpose of this project is to move the complete setup of the branch office to a new location
with very less disturbance, within a short time and with less budget as the renewal has been
declined by the landlord for current location (J. Kloppenborg 2013, pp.71). The movement will
include the following:
 CIT team to move computer and telephone.
 Low downtime as much as possible.
 Equipment working fine before Monday morning.

Milestone Schedule and Deliverables
(Tereso, et. al., 2019, pp. 6–22)
Table 2: Milestone Schedule and Deliverables
Milestone Completion
Date
Acceptance
Criteria
Stakeholder
Judge
Shifting of files and records 24 March Movement of
record and files to
new premises
The
administration
manager
Complete setup of furniture and tables 7 April Design and
settlement of setup
on new premises
Project Manager
Installation of electrical equipment 14 April Fitting of
electrical
equipment
Project Manager
Shifting of computer and telephone 21 April Movement of
computer and
telephone
CIT Manager
Shifting of staff and customers 29 April Movement of
staffs and
customers at new
premises
Project Manager
Completion of shifting 29 April Completion of
project
CEO-sponsor

Risk assumptions and constraints
(Kavishe, Neema, Jefferson, Ian & Chileshe, Nicholas 2019, pp. 354–369)
Table 3: Risk assumptions and constraints
Project (Potential) Risks Risk Owner Contingency Plans
Equipment is not working properly CIT Manager Testing of all the equipment
after installation.
Electrical installation is not done correctly Project
Manager
Re-installation of electrical
equipment at the correct
location.
Files are missing The
administration
manager
Proper arrangement for files
movement
A telephone is not working CIT Manager Telephone connections
should be checked before
Monday morning.
Computer hardware got damaged Project
Manager
Safety management for the
movement of computer
hardware.

Resources Required
(Dociu Anchidin, Maria 2018, pp. 8–14)
Table 4: Resources
Funding: All the fund's management should be done by the CEO-sponsor
within the budget.
People: It includes all the members of the project such as CEO-sponsor,
Project Manager, CIT manager and the Administration Manager who
are responsible for the movement of office branch.
Equipment: It includes all the equipment which are currently installed on the
current branch as well as new electrical and other equipment required
for new premises.
Other: It includes all the files, records, notice board, power generator and
UPS installed on the current location.
Initial Stakeholder Identification
(Khan, Anupriya & Krishnan, Satish 2019, pp. 23–36)
Table 5: Stakeholder
Stakeholder Interest in Project Priority
CEO-sponsor
To sponsor the project
and look over the
management. High
CIT Manager
To manage all the
movement and working
condition of equipment Medium
Project Manager To manage the project High

and less disruption for
staff.
The
administration
manager
To manage the
movement of files and
records as well as
administrative activities. Low
A group of
labourers
To assist in various
activities of the project. Medium
Team Operating Principles
(J. Kloppenborg 2013, pp.115).
Table 6: Team Operating Principles
# Team operating principle
1
Movement of all the computer and telephone to new premises and to be in working
condition.
2
Analysis of workflow and movement process in order to reduce the disturbance at a
very low level.
3 Movement of customers and staff to new premises without any hassle.
Lessons Learned
(J. Kloppenborg 2013, pp.116)

Table 7: Lessons Learned
# Lesson
1
With the help of this project, skills for proper management of workflow, planning,
and implementation of the project within budget as well as timeline has been
developed.
2
It also helps in better understanding of the working of the branch office and the
culture of work.
3
Skills to keep the downtime of the organization as much as possible for the success
of the project.
4 Proper design and management of risk factors.
Commitment
(J. Kloppenborg 2013, pp.136)

Table 8: Commitment
Sponsor Department / Organization Signature
CEO N/A
Project Manager Department / Organization Signature
Branch Manager
N/A
Core Team Members Department/ Organization Signature
Branch Manager
N/A
CIT Manager
The Administration Manager
Part B Practical example of charter
Letter to Sponsor
March 22, 2019
To: CEO, The Insurance company