Monday 31 January 2022

Development of the project charter, examples

The charter of the project is the most important and primary document. The project can be considered open from the moment of drawing up and approving its charter. In this regard, the development of this document is a very important element of the design with the aim of obtaining benefits in the foreseeable future.

Concept and purpose

Thus, the charter is understood as a primary document characterizing the basic basic requirements and future expectations of all interested parties.

Its purpose can be summarized in the following theses:

establishing a relationship and partnership between the performer and the performer;
elaboration of the logic, infrastructure and economics of the tasks, prospects and financial support of the project.
Development of the charter in stages
Let's consider the process of developing the project charter (the example can be supplemented and changed) in more detail in more detail.

Stage 1: Job Description. This stage includes the creation of characteristics of all planned goods, services installed by the business project.

At this stage, the following indicators should be reflected in the charter:

The business need of a company, which is based, as a rule, on market demand at the moment.
Description of the content of the product / service. It implies the definition of all the characteristics of the products planned for sale. It also reflects the mutual influence of the product/service on the final results.
The formation of a strategic plan implies the definition of the vision of the goals, the mission of the project, its main tasks.

Stage 2: Preparation of a business case. It is supposed to form all the necessary information that allows you to assess whether this project is worth implementing as a whole.

In the business case of the charter, the following points should be described:

requirements and realities of the market;
the needs of the organization itself;
established requirements on the part of the customer;
future technological process;
legal aspects;
environmental and environmental issues;
social significance of the project.

Stage 3: Formation of project agreements. Implies a description of the original intentions for the project in the form of contracts and similar written documents.

Stage 4: Study of environmental factors of the enterprise. It involves identifying a list of possible factors that may affect the project. Among these factors are established:

Women's website for creating a business

Is the charter. General enables the entrepreneur to carry out any legally permissible type of entrepreneurial activity. General competence is typical for most commercial organizations; Limited. ... exclusive competence of the general meeting. A unitary enterprise is a commercial organization that is not endowed with the right of ownership of the property assigned to it by the owner. ...

project structure and management;
geographical distribution of resources;
standards on the part of the state;
existing infrastructure;
market forecasts and market situation;
political component;
communication relations of the company;
information system of the company.

Stage 5: Study of the assets of the organization's processes. This refers to the analysis of the following phenomena:

  • business processes of the company;
  • installed templates of company documents;
  • database of accumulated data.
  • Methods of developing the charter

The main methods of developing the charter can be classified as follows:

  • the peer review method is used to estimate the incoming resources of the project with the involvement of special experts;
  • the method of organizing group work can be represented in such a way as brainstorming, which allows you to stimulate a creative approach to the ideas of the project on the part of employees and performers.
  • Composition of the project charter

Thus, on the basis of the above steps and using these methods, the charter is ultimately formed. It is a developed document that is issued by the project initiator and allows the executor to use the accumulated resources.

It documents the business needs, assumptions, constraints, baseline information, requirements, and results of the project.

An example of the development of the project charter is presented below in the form of a list of sections:

  • validity of the project and its relevance;
  • criteria for the success of the project;
  • requirements, assumptions and limitations;
  • measurement of the level of risk;
  • formation of a schedule of events (checkpoints);
  • global budgeting of revenues and expenditures;
  • project manager and team;
  • sponsors and all stakeholders of the project;
  • principles of project organization and management.
  • How to draw up a project charter on a specific example
  • An example of filling out the project charter is presented below.

Section 1. Justification of the project.

Brief description.
Main goals and objectives.
Success criteria.
Connections and dependencies.

Section 2. The essence of the project.

Criteria for accepting results.
Time and cost.

Other Assumptions and Limitations.

Section 3. Org. project structure.


Section 4. Rights and Obligations.

Theoretical foundations of assessing the company's business reputation

... Business reputation, or otherwise "goodwill", can significantly increase the value of the company. Such an intangible asset has not only the actual value for which the enterprise ... CONCLUSION Performing a term paper project, I ... arrangement and operation of the device, ... fixed assets and other non-financial assets and instructions for its compilation", where goodwill is the value of the purchased enterprise ...

Rights and obligations on the part of the manager.
Rights and obligations of the co-steering committee.
Rights and obligations of team members.

Section 5.

  • Management methods.
  • Team management.
  • Basic communications.
  • How construction project charters are filled out

An example of a construction project charter is presented below.

Section 1. The purpose of the document.

Section 2. Company profile.

  • Contacts.
  • Scope.
  • Core staff.

Section 3. Main goals.

  • Mission of the customer's company.
  • Business goals of the customer.
  • Goals and criteria for achievement.
  • Ambit.

Section 4. Project documents.

  • Project management documents.
  • Technical documentation.
  • Project dates and checkpoints.
  • Customer flexibility matrix.

Section 5. Organizational structure.

  • Team.
  • Organizational structure.
  • Procedures.

Section 6. Assumptions.

  • External factors of the macro environment.
  • Assets of the customer.
  • Time.

Section 7. Restrictions.

Section 8. Risks.

  • Risk structure.
  • Methods of dealing with risks.
  • Conclusion.

How service project charters are filled out
An example of the charter of the beauty salon project is presented below.


  • Concept.
  • Total cost.
  • Key financial indicators.
  • Legal aspects.
  • Marketing activities.
  • Production plan.
  • Organizational plan.
  • Risks.
  • Conclusion.

How to fill out the charters of personal projects

An example of the charter of the project for the repair of the apartment is presented below.

Thus, it can be concluded that the charter is a fundamental document in the development of the company's business plan. It indicates all its main characteristics, assumptions and limitations. On how logically and correctly the charter is built, the promotion among sponsors, creditors and executors depends. This ultimately has an impact on and contributes to the achievement of the project objectives.

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