Project Charter Checklist
Make a project charter checklist: purpose, scope, people, plan and measures, and sponsor sign-off, so the charter covers what it should.
- Free
- No sign-up to try
- Works as you type
5 stages, 19 steps
1. Purpose
- Describe the problem or opportunity in two or three sentences
- Write the project's objective
- Say how it supports the wider goals of the organisation
2. Scope
- List what's in scope
- List what's out of scope
- List the main deliverables
- Write down assumptions and constraints
3. People
- Name the sponsor and the project lead
- List the core team and their roles
- List the stakeholders and what each needs from the project
- Say who makes which decisions
4. Plan and measures
- Set the main milestones and the target end date
- Estimate the budget and resources
- List the top risks
- Choose the success measures
5. Approval
- Review the draft with the sponsor and core team
- Get the sponsor's sign-off
- Share it with the stakeholders
- Store it where the team will find it later
Free, no sign-up to try. Your checklist becomes a Room you can edit, publish and share.
How it works
How the Project Charter Checklist works
- 1
Pick the stages
Keep the stages you need and name an owner for each.
- 2
Add your own steps
Add steps specific to your team or product.
- 3
Share the checklist
Create a Room everyone ticks off together from one link.
Worked example
What it makes
1. Purpose
Why the project exists, in a few sentences.
- Describe the problem or opportunity in two or three sentences
- Write the project's objective
- Say how it supports the wider goals of the organisation
2. Scope
Clear edges around the work.
- List what's in scope
- List what's out of scope
- List the main deliverables
- Write down assumptions and constraints
3. People
Who sponsors, leads and is affected by the project.
- Name the sponsor and the project lead
- List the core team and their roles
- List the stakeholders and what each needs from the project
- Say who makes which decisions
4. Plan and measures
When it will happen and how you'll know it worked.
- Set the main milestones and the target end date
- Estimate the budget and resources
- List the top risks
- Choose the success measures
5. Approval
The sponsor signs off and everyone can find it.
- Review the draft with the sponsor and core team
- Get the sponsor's sign-off
- Share it with the stakeholders
- Store it where the team will find it later
Who it's for
Who uses it
Project managers
Start each project with a complete charter.
Sponsors
Check a charter before signing it off.
PMOs
Make every charter cover the same ground.
Good to know
What to consider
- This is a step-by-step checklist for producing a charter; write the charter itself on one page.
Questions
About the Project Charter Checklist
Does it write the charter?
No. Each stage matches a section of the charter, with the steps to complete it. Write the one-page charter in your own document.
Where do the steps come from?
From a step library written and reviewed by people, not generated per visitor. Pick the stages you need, name an owner for each and add your own steps.
Make your checklist now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
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