Project Name: Project Charter The blue-colored text passages within this document are tips and guidance for filling out this template. If you are ready with your first draft, you should delete these...

The Project and Author fields are filled automatically with the data from the document properties (File

à

Properties). Once the appropriate entries have been made here, these fields can be updated with the "Update Field" function (can be found in the context menu for the individual fields).

Possible states for the document status include "Draft," "Released," and "Final." The status of the current document should be specified respectively in the field above.

Document history

The document history should provide an overview of the development of the document. Different versions with their date, author, and possible comments should be entered here.

Tips for Using This Template:

The Statement of Work (SOW) forms the basis for the project order. The project order represents a further level of detail. Information that is often only outlined roughly in the SOW has to be provided in greater detail in the project order. Furthermore, internal points can also often be listed in the project order, which are essential for project success.

The blue text contained in the template should provide assistance for usage. It briefly describes how the individual elements and styles are to be understood.

Please delete all of the blue text before you disseminate or print the document; it is intended exclusively for internal use.

Page

1
Background/Project purpose or justification

2
Goals

2.1      Goals

2.2      Scheduling goals/milestones

3
Project product description

4
Delivery units

4.1      Delivery units/services

5
Project success criteria

6
High-level risks

7
Key stakeholders

8
Assumptions, restrictions and external dependencies

9
Responsibility of the customer

9.1      Tasks

9.2      Resources and staffing

10
Project category

11
Project budget (overview)

12
Project startup

13
Project end

13.1       Signatures for release

Annex

A.       Glossary and abbreviations

B.       References, accompanying documents

Background/Project Purpose or Justification

This section describes why the project was initiated and how significant it is for the company.

Goals

This section describes which goals are to be realized with the project. These goals serve as a point of reference for the project closing. Measurable goals should be defined.

Goals

Scheduling Goals/Milestones

Project Product Description

This section describes the project end product to be supplied.

Product Scope Description




The product scope description documents the characteristics of the product, service, or results that the project will be undertaken to create. The description should also document the relationship between the products, services, or results being created and the business need that the project will address.

Delivery Units

A list of all project products/deliverables whose complete and satisfactory delivery indicate the completion of the project.

Delivery Units/Services

A deliverable is any unique and verifiable product, result, or capability to perform a service that is required to be produced to complete a process, phase, or project. Deliverables are typically tangible components completed to meet the project objectives and can include elements of the project management plan. Deliverables also include ancillary results, such as project management reports and documentation. These deliverables may be described at a summary level or in great detail.

Project Success Criteria

This section outlines the quantifiable criteria that have to be fulfilled so that the project can be performed successfully.

High-Level Risks

This section describes some of the key project risks and their potential impact on the success of the project. This list of risks should be regarded as provisional rather than complete because risks are usually identified and dealt with continuously during the course of the project.

Key Stakeholders

This section should at least contain the key stakeholders with their names and roles in the project context. This is your starting point for further stakeholder management and analysis.

Assumptions, Restrictions and External Dependencies

Assumptions are expectations that form the basis for decisions. This section lists the main assumptions on the basis of which appraisals, plans, and methods are defined for the project.

Responsibility of the Customer

This section lists what the customer is to contribute in the course of the project. These responsibilities can be split into two categories.

Resources and Staffing

Project Category

According to the relevant requirements and experiences in the company, the project is classified based on the following predefined features.

Once the categories have been defined, please enter them above. In addition, we recommend that you mark the individual criteria in the table. The category parameters should be modified accordingly to your company/industry parameters.

Project Budget (Overview)

The financial framework within which the project has to operate is described here. Depending on the size of the framework, it may make sense to provide further details for individual parts.

Project Startup

The project is deemed started with the following signatures:

Project End

Planned Project End:

The project manager is released with the signatures provided here following the project closing phase:

Annex

Glossary and Abbreviations

If abbreviations have been used in this document (as well as terms that need to be defined in greater detail) and common understanding for every user is a prerequisite for the success of the project, this is an opportunity to explain them.

References, Accompanying Documents

If references have been made in this document to other external documents, these documents should be listed here.