Template - IT Project Charter Template



Project NameProject CharterProject ID:Document Version:Date Submitted:Submitted by:Executive Sponsor:IT Management Champion:Customer Management Champion:Project CharterThe Project Charter is developed to formally authorize a project in response to an approved business case. The Project Charter contains the high level definition of the project to meet the objectives of the approved business case. It should be relatively brief.Purpose of a charter: (1) Help management understand what the project will deliver, along with a high level estimation of the time, cost, and resources required; (2) formalize management’s commitment to dedicate the time and resources necessary to prepare a more detailed, written Project Plan for formal approval.UNM/Business Objectives – Refined (2-3 sentence description of the UNM/Business Objectives . Please refine the information from the business case as applicable.)Project Objectives (2-3 sentence description of project . Please refine the information from the business case as applicable.)Business Requirements - Refined (Short list of other key business parameters. Please refine the information from the Business Case as applicable.)Other Requirements – Initial (Short list for each of the sub-sections below. Please note that these will be further refined in the plan.)Stakeholder RequirementsTechnical RequirementsPreliminary Project Scope (Please provide 3-5 sentences of the scope in terms of technologies, architecture, business functionality and impacted groups. Please note that the scope will be further refined in the Plan phase.)Critical Success Criteria (Quality Plan) (List the elements that are necessary for the project to achieve sections 1, 2, 3 and 4 listed above. Please include any factors required for ensuring success for UNM and UNM IT.)Planning Team (Please identify the groups that will be required for defining and documenting the project plan. Please note that the Project Team will be formed later. Please add groups if needed.)Project Planning ResourcesNeeded (Y/N)?ApplicationsClassroom TechnologiesDBANetwork EngineerSecurityService DeskUnixWindows Workstation ManagementProject ManagementFunctional ResourcesCommunication ResourcesFinancial Estimates (Provide the cost and funding estimates here by fiscal year (refined from the business case). Do not include UNM labor costs at this point).Cost Analysis Total Cost of OwnershipFY1FY2FY3FY4FY5Five Year TotalNon-Recurring Costs$$$$$$Recurring Costs $$$$$ $Total$$$$$$Source of Funding (Describe how this project will be funded (non-IT unit, sales revenue, internal re-allocation, etc.)Funding SourcesDepartmentFY1FY2FY3FY4FY5Five Year Total Non-Recurring Cost Non-Recurring Cost Recurring Cost Recurring CostTotal$$$$$$?Service Information: Is this a new service or product, or a major change to an existing service or product? If so, describe the service or change at a high level.Description Service Owner and/or Product ManagerWhen must it be available?Link to the template: Charter ApprovalsDate Reviewed: Signature: Executive Sponsor: (Name)Comments: Date Reviewed: Signature: IT Management Champion: (Name)Comments: Optional – Complete if applicableDate Reviewed: Signature: Customer Management Champion: (Name)Comments: Project Manager Assigned: (Name) Project Steering Committee Members Assigned:(Name) (Name) (Name) (Name) (Name) (Name) (Name) (Name) (Name) (Name) [Note: Steering Committee roles and responsibilities defined in “UNM IT - Project Roles and Responsibilities”]center-279400STOP00STOPPlease note that the Planning Team will be convened after the Charter is approved (above) and the Project Manager is assigned. The Project Manager will complete the following section.Project Planning Team (People who will define and document the project plan. Please note that the Project Team will be formed later)Project RoleNameDept & TitleEst Planning HrsProject ManagerProject Steering CommitteeFunctional Planning Lead Technical Planning Lead Project Planning TeamStakeholdersRegular Status Reports will be required if planning is not complete within 30 days. Planning SchedulePlanned Start Date for Plan phase:Planned End Date for Plan phase:Major milestones (if any):Project Planning Resource ApprovalsDate Reviewed: Project Steering Committee Members: (Name) Signature: (Name) Signature: (Name) Signature: (Name) Signature: (Name) Signature: (Name) Signature: (Name) Signature: (Name) Signature: Comments: ................
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