PROJECT CHARTER PRESENTATION TEMPLATE IMPORTANT REMINDER A narrative

PROJECT CHARTER PRESENTATION TEMPLATE IMPORTANT REMINDER A narrative written charter must be circulated and signed by the project sponsors. You can attach a completed version of this template to your narrative written charter in an effort to keep it short and concise. Please make sure you meet with the project team and sponsors before completing this template. Much of the information required will need to come from a discussion with team members and sponsors. PROJECT CHARTER PRESENTATION TEMPLATE

GENERAL PROJECT INFORMATION PROJECT NAME EMAIL PROJECT MANAGER PHONE PROJECT SPONSOR ORGANIZATIONAL UNIT GREEN BELTS ASSIGNED EXPECTED START DATE EXPECTED COMPLETION DATE BLACK BELTS ASSIGNED EXPECTED SAVINGS ESTIMATED COSTS PROJECT CHARTER GENERAL PROJECT INFORMATION

TABLE OF CONTENTS 1 PROJECT OVERVIEW & PROJECT SCOPE 4 BENEFITS & CUSTOMERS 2 TENTATIVE SCHEDULE 5 RISK, CONSTRAINTS, & ASSUMPTIONS 3 RESOURCES & COSTS 6 PREPARED BY PROJECT CHARTER TABLE PROJECT OF CONTENTS REPORT

1. PROJECT OVERVIEW PROBLEM OR ISSUE PURPOSE OF PROJECT BUSINESS CASE GOALS / METRICS EXPECTED DELIVERABLES PROJECT SCOPE WITHIN SCOPE OUTSIDE OF SCOPE PROJECT OVERVIEW & PROJECT PROJECT SCOPE REPORT

2. TENTATIVE SCHEDULE KEY MILESTONE START FINISH Form Project Team / Preliminary Review / Scope Finalize Project Plan / Charter / Kick Off Define Phase Measurement Phase Analysis Phase Improvement Phase Control Phase Project Summary Report and Close Out TENTATIVE PROJECT SCHEDULE REPORT

3. RESOURCES PROJECT TEAM SUPPORT RESOURCES SPECIAL NEEDS COSTS COST TYPE VENDOR / LABOR NAMES RATE QTY AMOUNT Labor Labor Labor Supplies Miscellaneous TOTAL COSTS RESOURCES PROJECT & COSTS REPORT

4. BENEFITS & CUSTOMERS PROCESS OWNER KEY STAKEHOLDERS FINAL CUSTOMER EXPECTED BENEFITS TYPE OF BENEFIT ESTIMATED BENEFIT AMOUNT BASIS OF ESTIMATE Specific Cost Savings 25,000.00 Enhanced Revenues 92,500.00 Higher Productivity (Soft) 17,500.00 Improved Compliance 12,000.00 Better Decision Making 18,500.00 Less Maintenance 26,000.00 Other Costs Avoided 46,250.00 TOTAL BENEFIT 237,750.00 BENEFITS PROJECT & CUSTOMERS REPORT

5. RISKS, CONSTRAINTS & ASSUMPTIONS RISKS CONSTRAINTS ASSUMPTIONS RISKS, CONSTRAINTS, & PROJECT ASSUMPTIONS REPORT

6. PREPARED BY PREPARED BY TITLE DATE PREPARED BY

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