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Project Charter Template

Template for Project Charter. Customize this template for your specific needs.

For Informational Purposes

This document template is provided for informational purposes. Customize it for your specific needs.

Document: Project Charter

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Version 1 • Last updated 6/4/2026

Project Charter

Project name: [Project name] Sponsor: [Name, role] Project manager / lead: [Name, role] Date: [Date] Charter version: [Version]


1. Purpose and business case

[In 2-4 sentences: the problem or opportunity, the expected benefit, and what happens if nothing changes. This is the justification a sponsor is approving when they sign.]

2. Objectives and success criteria

[The specific, measurable things this project must achieve, and how everyone will judge success at the end.]

ObjectiveHow success is measured
[Objective 1][Measurable target]
[Objective 2][Measurable target]
[Objective 3][Measurable target]

3. Scope

In scope

  • [What the project will deliver]
  • [What the project will deliver]
  • [What the project will deliver]

Out of scope

  • [What the project will deliberately not do]
  • [What the project will deliberately not do]

4. Key stakeholders and roles

RoleNameResponsibility
Sponsor[Name][Owns the outcome, holds the budget, removes obstacles]
Project manager / lead[Name][Runs the work day to day under delegated authority]
Key contributor[Name][What they deliver]
Consulted / affected[Name][Why they matter]

5. High-level milestones

MilestoneTarget date
[Project start / kickoff][Date]
[Key delivery][Date]
[Review / go-live][Date]
[Project close][Date]

6. Budget summary

[A rough order-of-magnitude cost and any spending authority delegated to the project manager. This is the number the sponsor is approving, not a line-by-line budget.]

ItemEstimated cost
[People / time][Amount]
[Tools / licences][Amount]
[External / other][Amount]
Total (estimate)[Amount]

Delegated spending authority: [The limit the project manager may approve without returning to the sponsor.]

7. Key risks and assumptions

Risks

RiskLikely impactHow we will respond
[Risk][Impact if it happens][Mitigation or response]
[Risk][Impact if it happens][Mitigation or response]

Assumptions

  • [Something taken as given for this charter to hold]
  • [Something taken as given for this charter to hold]

8. Sponsor authority and sign-off

By signing, the sponsor authorises this project to begin, delegates day-to-day authority to the named project manager, and approves the scope and budget above.

Sponsor: ______________________ Date: ____________

Project manager: ______________________ Date: ____________

Use in GeneratorView Guide

About this Template

Part of the Project Charter document collection

Document Type

Project Charter

A formal document that authorises a project, defining its scope, objectives, stakeholders, and governance.

Complexity

moderate

Format

guide

Estimated Time

60 minutes