Project Charter Report

Form Template

The Project Charter Report is a standard template for detailing many aspects of a project plan.

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General information includes listing the key players (project manager, executive sponsor), with phone numbers, email address etc. The project scope is broken down into detailing the situation / problem / opportunity along with the project goals, and what is in scope and out of scope in terms of the project plan. The objectives and deliverables can be entered as well as project assumptions, risks and dependencies.

The resources required for the project can be entered as well as milestones and timelines, and there is a section to list each project team member and their roles and responsibilities. The final section of the form allows the user to document the communication strategy - team meetings, minutes, action items, status reports etc, and sections for the report to be signed by the sponsors and managers who are reviewing the document.

Features
  • Signature Capture
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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