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Templates/Delivery

Project Charter Template

Internal project setup document for kickoff.

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Project Charter

Project: [Project Name] Client: [Client Name] Charter Date: [Date] Project Lead: [Name]


Project Overview

Purpose

[Why this project exists - the problem we're solving]

Objectives

  1. [Primary objective]
  2. [Secondary objective]
  3. [Secondary objective]

Success Criteria

Criterion Measure Target
[Criterion 1] [How measured] [Target value]
[Criterion 2] [How measured] [Target value]

Scope

In Scope

  • [Deliverable/capability 1]
  • [Deliverable/capability 2]
  • [Deliverable/capability 3]

Out of Scope

  • [Explicitly excluded 1]
  • [Explicitly excluded 2]

Assumptions

  • [Assumption 1]
  • [Assumption 2]

Constraints

  • [Constraint 1]
  • [Constraint 2]

Stakeholders

Client Side

Name Role Responsibility Contact
[Name] Executive Sponsor Decisions, escalations [Email]
[Name] Project Lead Day-to-day [Email]
[Name] [Role] [Responsibility] [Email]

empress Side

Name Role Allocation Responsibility
[Name] Engagement Lead [X%] Delivery, relationship
[Name] [Role] [X%] [Responsibility]

Timeline

Phases

Phase Start End Key Deliverable
Discovery [Date] [Date] [Deliverable]
Design [Date] [Date] [Deliverable]
Build [Date] [Date] [Deliverable]
Test [Date] [Date] [Deliverable]
Deploy [Date] [Date] [Deliverable]
Hypercare [Date] [Date] [Deliverable]

Key Milestones

Milestone Date Acceptance Criteria
[Milestone 1] [Date] [Criteria]
[Milestone 2] [Date] [Criteria]

Budget

Contract Summary

Item Value
Contract Type Fixed Price / T&M
Total Value $[Amount]
Target Margin [X]%
Cost Budget $[Amount]

Budget Breakdown

Category Budget Notes
Labor $[X] [Hours/rates]
Expenses $[X] [Travel, tools]
Contingency $[X] [X]% buffer

Communication

Regular Meetings

Meeting Frequency Attendees Purpose
Standup Daily Project team Sync
Status Weekly Client + empress leads Progress
Steering Bi-weekly Sponsors Decisions

Status Reporting

  • Frequency: Weekly, every [Day]
  • Distribution: [Names/roles]
  • Format: Standard status report template

Escalation Path

Level empress Client When
1 Project Lead Project Lead Day-to-day issues
2 Partner Executive Sponsor Scope/timeline impact
3 Managing Partner [Executive] Contract issues

Risks

Risk Probability Impact Mitigation Owner
[Risk 1] H/M/L H/M/L [Mitigation] [Name]
[Risk 2] H/M/L H/M/L [Mitigation] [Name]

Quality Gates

Gate Phase End Criteria Decision Maker
Discovery Complete Discovery [Criteria] [Name]
Design Approved Design [Criteria] [Name]
Ready for Deploy Test [Criteria] [Name]

Tools and Access

Tools We'll Use

Tool Purpose Access Needed
[Tool 1] [Purpose] [Who needs access]
[Tool 2] [Purpose] [Who needs access]

Access Required

System Type Requested Granted
[System] [Read/Write/Admin] [Date] [ ]

Kickoff Checklist

  • SOW signed
  • Project created in ops app
  • Team assigned and notified
  • Client contacts added
  • Access requests submitted
  • Kickoff meeting scheduled
  • Charter reviewed with team
  • Status report schedule set
  • First milestone defined

Approval

Project Lead: _________________ Date: _______

Partner: _________________ Date: _______

Client Lead: _________________ Date: _______