Project Template

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Project Template Charter Version v 1.00 2005-06-24 Version History Date Version Revision by Comments Charter - Project Template v 1.00 2005-06-24 Page 2 Description: Three sentences: What will be done for whom How will we know it is completed How will we know it is a success Trigger: What initiated the project? Background: The current state The problem that needs to be solved What the competition is doing Objectives: What do we want to achieve with this project Priorities Identify the priorities among Budget, Scope and Schedule – which one will the project manager have authority to adjust. Budget A brief statement of funding sources and notes on any uncertainties. Funding Available UTS Budget Technology Fund 140,000 1,200,000 1,440,000 Planned Expenditures Hardware and Software Project Team Consultants Sundries Total Planned Expenditures 450,000 530,000 250,000 70,000 1,440,000 Charter - Project Template v 1.00 2005-06-24 Page 3 Schedule Indicate major milestones and target dates Milestone Target Completion Scope In Scope: List of what is in scope – may reference a separate scope statement. Out of Scope: List of what is out of scope – sensitive to expectations Stakeholders A high-level list of stakeholders. The people in this list should be able to furnish a complete contact list for the project Roles and Responsibility: University Technology Committee Approve funding Approve major changes to scope, budget and timing Monitor progress Monitor achievement of business benefits Champion the project Chair Steering Committee (Dr. Phil Wood) Promote project across the University Responsible for achieving business benefits Accountable to the Technology Committee for approved budget and project deliverables Approve the project plan Approve minor changes in scope, budget and schedule Provide guidance to the project manager Assist the project manager in acquiring resources Monitor progress As individuals, promote the project across the University Provide advice on project management processes to Sponsor, Steering Committee and Project Manager. Responsible for coordination with other projects Responsible for acquiring UTS personnel for project team Sponsors: Project Steering Committee: Director, Project Management Office: Charter - Project Template v 1.00 2005-06-24 Page 4 Project Manager: Subject Matter Experts: Prepare project plan Manage the project to plan Report on progress Take direction from Steering Committee Represent their home business area Describe business requirements to the project team Verify that the solution meets the business requirements Project Linkages and Dependencies: Identify any related projects (preceding and following) and describe the dependencies Project Risks and Contingencies: A preliminary list of the bad things that could happen to affect the project. There will be a more detailed risk analysis after planning is completed. Project Assumptions: Key assumptions about how the project will run. Project Acceptance Criteria: Specific, Measurable, Actionable, Realistic and Timebound criteria for determining success. Sign On to the Charter: Name, Position sponsor CIO Director, PMO Project Manager Signature Date

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