1. Project Charter START IT! By Catherine B. Calio, PMP
Hi! My name is Cathy Calio, a certified project manager and a member of the Program Management Center of Excellence Advisory Council. 
The purpose of the video is to provide you with an introduction of the Develop Project Charter process in project management, Initiating process. 
Helping the Project Sponsor develop a project charter with a clear goal, purpose, and objectives is critical to project success and is an important step in the project START IT process.
At the end of this process, you will have a document that will be approved and authorized by the Sponsor and Executive Sponsor or a governance committee that authorizes the project to utilize planning resources to continue into the PLAN IT process. The Project Charter describes the high-level scope, objectives, and participants in a project.
By Catherine B. Calio, PMP

2. Project Charter
The information gathering process during the Logical Framework Approach (LFA) Matrix will be used to create the Project Charter.
A Project Charter is a statement of the scope, objectives and participants in a project
and is a critical document to ensure that everyone involved in the project is aware of its purpose and objectives.
It outlines the project objectives, identifies the main stakeholders, and defines the authority of the project manager.
It serves as a reference of authority for the future of the project and its management.
The detail within the charter should be proportionate with the size of the project.

3. Purpose of the Project Charter
Reasons
Objectives
Assumptions
Directions
Identifies Main Stakeholders
Empower the Project Manager
The purpose of the Project Charter is to document:
• The Goal, or long term objective of the project,
The Purpose, or near term objective of the project
The Outputs, or deliverables of the project
Reasons for undertaking the project
• Assumptions and constraints of the project
• High level scope of the project
• Identifies the key stakeholders involved in initiating the project
Identifies the proposed project team members
• Empowers the Project Manager with the authority to carry out the project
Establishes ownership and accountability for the project (Project Sponsor, Project Executive Sponsor, Business Process Owner)
JARROD: How about we replace this slide with the template of the Project Charter first page?

4. How to find the Project Charter in PMCE
To find the Project Charter form
Login into the PMCE Project Management Process Home Page.
Select START IT!
Then select Draft Charter on the bottom of the START IT list.
I will describe each section of the Project Charter. It is important that all areas are filled in and updated for they are crucial throughout the project.

5. Sample Project Charter – Page 1
Project Identifier
On the first page
Enter the Project Information.
This include the project name, project id, project manager, business process owner, project sponsor, project executive sponsor.
All of this information was gathered from the Logical Framework Approach (LFA) Matrix.

6. Sample Project Charter – Page 1
Project Goal
In the Overview area this first section is the Project Goal
Enter the long-term objective that the project purpose will contribute to.
As I have emphasized earlier that going through the LFA process will greatly assist you in preparing the Project Charter

7. Sample Project Charter – Page 1
Project Purpose
The next section is the Project Purpose
Enter the near-term objective that the project will achieve if all the output objectives are completed as planned and assumptions remain true.

8. Sample Project Charter – Page 1
In the Product/ Project Description
This is where you will document the characteristics of the product or project.
This will be refined during the Planning Process.
Product / Project
Description

9. Sample Project Charter – Page 2
Statement of Work
Addendum to a
Master Agreement
Request for Information
Request for Quote
Request for Proposal
On Page 2 the Project Overview area continues with the Procurement Requirements.
Enter here if the project requires any kind of procurements, for instance,
Statement of Work
Addendum to a Master Agreement
Request for Information
Request for Quote
Request for Proposal

10. Sample Project Charter – Page 2
Impacted Systems
This section is to identify any related or impacted Systems, Programs and/or projects that may be affected.
Intradepartmental or external systems should be listed. Even if you don’t know at the moment its degree of impact.

11. Sample Project Charter – Page 2
Project Terms and
Definitions
And the last section Project Overview lists any project terms and definitions that will assist in the project.
It could be budget, project specific, and/or technology terms. This area will continually be updated during the planning.

12. Sample Project Charter – Page 2
Current Situation
The next area is the Business Case and Value Analysis.
This area documents current and future business situations to provide a view of the expected benefits of the project and its drivers in order to justify further project management activities.
In the first section describe the current situation; Any important historical background and ‘as-is’ situations.
This will provide the project additional validity.

13. Sample Project Charter – Page 2
Expected Benefits
Expected cost to
complete
Expected Benefits and cost
Here describe the improved situation that would make this initiative worthwhile and how much you are willing to invest to obtain the future state.

14. Sample Project Charter – Page 2
Strategic Alignment
The next section is to describe the strategic alignment.
Here describe the specific organizational goal that this project is aligned to and will support.
For instance, enhance a Tax System that will make it more efficient and easier for a taxpayer to file their taxes.

15. Sample Project Charter – Page 2
The next Business Case section are the Drivers.
Drivers are items driving the project to be completed.
For instance, regulatory requirement, a legislative mandate, failing hardware
Sample Drivers:
Regulatory Requirement
Legislative Mandate
Failing Equipment

16. Sample Project Charter – Page 3
Assumptions
On Page 3 the Business Case and Value analysis area continues with
Assumptions.
These are items that must be true for the project to be successful.

17. Sample Project Charter – Page 3
Constraints
The next section for Business Case and Value analysis area are
Constraints
These are items beyond the control of the team that limits options.

18. Sample Project Charter – Page 3
Risk Assessment
The next section is the Risk Assessment.
Describe the high level risk factors, both negative and positive.
Most of this information was gathered during the LFA. Please refer back to the LFA if necessary

19. Sample Project Charter – Page 3
Cost of NOT
doing the project
And the last section is the Cost of NOT doing this project
If the project is not selected to move forward into planning, what will be the organizational “cost”
This could include risks to people – constituents, employees, community
Or process – the way things are currently done
Or Technology

20. Sample Project Charter – Page 3
Objectives and
Deliverables
The next area are the Project Objectives
Here list the objectives and its expected deliverables.
Objectives should be specific, measureable, achievable, relevant, and time-bound

21. Sample Project Charter – Page 3
The next section enter any the High Level Scope beyond what is obvious.
High Level Scope

22. Sample Project Charter – Page 4
Quality Metrics
On Page 4 the Project Objective area continues with quality metrics
Describe the means by which the projects success will be reported and measured at this initial point in time.

23. Sample Project Charter – Page 4
High Level Milestones
The final section for Project Objective are High level milestones
List the key milestones needed to plan and execute the project.

24. Sample Project Charter – Page 4
Stakeholders
The next area lists the Project Stakeholders to Date.
This area will continually be updated as stakeholders are identified during planning and identifying risks.

25. Sample Project Charter – Page 4
Approvals
And the final area are the Approvals required to allow the project to move forward.

26. Thank you!
The Project Charter in a nut shell is the what, why, and how of a project.
Thank you for your time. This is Cathy Calio of the PMCE Advisory Council.
Please continue to your next video: Roles and Responsibilities