PMC PilotAI tools and documents for engineering and project management.
Define the authorised project purpose, objectives, boundaries, governance and sponsor decisions.
How to use this templateThis Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.
The form prepares a separate brief; it does not fill the Word or Excel file.
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Learning
Prepare the project charter when a sponsor's mandate or investment decision is being translated into an organized project. Use it to establish the initial objectives, boundaries and governance before detailed planning expands commitments.
It gives the team a common reason for undertaking the work and a basis for judging success. The sponsor can resolve unclear objectives and authority before delivery activity creates conflicting expectations.
The project manager drafts with sponsor, business owner and key functional contributors. The sponsor or properly delegated authority confirms the mandate and boundaries; the actual organization determines what charter approval authorizes.
Do not use broad objectives to conceal unresolved scope decisions; an apparently approved charter can still leave major cost and responsibility questions unanswered.
Illustrative example: a company proposes a new maintenance workshop. The charter clarifies whether the project includes process equipment and external utility connections as well as the building. The sponsor resolves those boundaries, enabling the project manager to develop a coherent planning scope and success basis.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief