![]() Action Plan Template (Click on the template to edit it online) Visualize Your Project Charter This is where you will put together an action plan, highlighting the key dates or milestones. Here are some great risk management techniques that would come in handy here. It’s important that you identify these beforehand and have taken precautions. Risks: Risks could occur during any stage of the project lifecycle. List Down the Dependencies, Constraints, and Risksĭependencies: Identify and list down project dependencies, or the activities that will have an impact on the initiation or the completion of another task.Ĭonstraints: Figure out the factors that would hinder the progression of the project outcomes. Also, note down the person who will be responsible for authorizing the approval of the expenditure. As these expenses may change during the project, you can make rough estimations. List down the expenses your organization will have to bear in order to carry out the plan. This can help you when allocating your budget. List down all the resources that you need for the project equipment, machines, people, materials, etc. Project Schedule Template (Click on the template to edit it online) 5. Milestones represent important events within the project lifecycle and include the start and end dates of the project, the successful completion of key deliverables, etc. Organizational Chart Template (Click on the template to edit it online) 4. At the same time, you can highlight the reporting relationships among the member with the help of connecting lines. Use an org chart to list down their names, roles, and responsibilities. Now that you have identified the project team, clarify their responsibilities. Stakeholder Map (Click on the template to edit it online) 3. ![]() You can use a stakeholder map like the one below to categorize the stakeholder and make the information at your hand more presentable and easy-to-understand. They could be within or outside of the company and include those who fund your project as well as the team members and clients. Stakeholders are the individuals who have a key stake or interest in the successful completion of the project. Identify the Stakeholders and the Customers ![]() Taking into consideration the overall goals of the organization, set about 5 objectives to be accomplished by the end of the project.ĭeliverables: List down the deliverables that will be produced at the end of each successful accomplishment of an objective. Objectives: When setting objectives, make sure that they adhere to the SMART criteria, or in other words that they are specific, measurable, attainable, realistic, and timely. Defining the project scope early in the project lifecycle is important as it will impact the project cost and the schedule. Scope: Explain the boundaries of the project in terms of project goals, deliverables, costs, deadlines and the work to be done. The vision of the project is expressed through its end goal and its purpose. Here we’ll look into how to create a project charter while identifying its key elements. It elucidates the project deliverables, action plan, the required resources, and milestones. It lists the project objectives, scope, vision, team, and their responsibilities and stakeholders.Ī project plan, on the other hand, is a detailed document that describes how to accomplish the project objectives. The project charter is a high-level initiation document that consists of only a few pages. Helps align the project goals with the interests of the stakeholders.Outlines a general overview of the budget.Helps identify constraints and risks and define preventive measures. ![]() Legally authorizes the start of a project.Describes the purpose and the outcomes of the project.It helps define the level of authority of the project manager and the direction of the project. It is also known as the project statement and project definition report. The project charter is a document that lays out the project vision, scope, objectives, project team, and their responsibilities, key stakeholders, and how it will be carried out or the implementation plan. ![]() Customize them to your liking and export them as images or SVGs to add to presentations or documents. We have added some useful project charter templates that will help you kick-start your project. Let’s define the project charter and discuss how to create one. It helps inform everyone in the team what they are in charge of and what needs to be done. One of the very first steps in the phases of the project management lifecycle is developing the project charter. ![]()
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