Project Charter

Prepared for

[Customer Name]

Project

[Project Name]

Prepared by
[Author Name]

Contributors
[Document contributors]

EVO04 Project charter

Revision and Signoff Sheet

Change Record
Date

Author

Version Change Reference

Client Review
Name

EVO04 Project charter

Version Approved

Position

Date

Table of Contents
CHANGE RECORD ...................................................................................................................................... 1
1

EXECUTIVE SUMMARY ....................................................................................................................... 1

1.1
1.2
1.3
1.4
1.5

PROJECT SCOPE .................................................................................................................................. 2

2.1
2.2

ORGANIZATION BACKGROUND .............................................................................................................................. 1

BUSINESS OBJECTIVES ........................................................................................................................................ 1
BUSINESS BENEFITS AND METRICS....................................................................................................................... 1
KEY SUCCESS FACTORS ...................................................................................................................................... 1
PROJECT OBJECTIVES ......................................................................................................................................... 1

AREAS WITHIN SCOPE ......................................................................................................................................... 2

AREAS OUT OF SCOPE ........................................................................................................................................ 2

PROJECT APPROACH .......................................................................................................................... 3

3.1
OVERALL APPROACH ........................................................................................................................................... 3
3.2
PROJECT TIMELINE .............................................................................................................................................. 3
3.2.1
Release Roadmap..................................................................................................................................... 3
3.2.2
Release 1 Schedule .................................................................................................................................. 3
3.3
KEY MILESTONES AND DELIVERABLES .................................................................................................................. 3

PROJECT GOVERNANCE MODEL ......................................................................................................... 5

4.1
ORGANIZATIONAL CHANGE MANAGEMENT ............................................................................................................ 5
4.2
PROJECT ORGANIZATION STRUCTURE .................................................................................................................. 5
4.3
KEY STAKEHOLDERS ........................................................................................................................................... 6
4.3.1
Executive Steering Committee .................................................................................................................. 6

EVO04 Project charter

1 Executive Summary
<This project charter compilation is the responsibility of the Project Team (Sage and
Customer)>
Provide a high-level, brief description of the most important information from the project
charter. This section can also include the company background for the industry, head office,
and business units. Describe the companys high-level vision and business objectives.

1.1

Organization Background

<Provide a summary of the organization, its background, and history that is relevant to the
project.>

1.2

Business Objectives

The overall goals and vision of the organization are:

1.3

Business Benefits and Metrics

The benefits gained by implementing the solution are as follows:

The following benefits will be measured by the following metrics:

1.4

Key Success Factors

The key success factors are:

1.5

Project Objectives

The key project-specific objectives are as follows:

EVO04 Project charter

Project Scope

2.1

Areas Within Scope

As part of this project, Partner will perform analysis, design, development, deployment, and
operation phase activities required to implement Microsoft Dynamics for the following
scope areas:
<Summarize the overall scope of the project in a paragraph or two.>

2.2

Areas Out of Scope

Any area that is not explicitly listed as within scope is out of scope for this engagement.
Some key areas that are out of scope for this engagement include, but are not limited to:
Out-of-Scope Area #1

Out-of-Scope Area #2

EVO04 Project charter

Project Approach

3.1

Overall Approach

[Partner Name] will leverage the Pastel Evolution Implementation Methodology (EIM) to
execute this engagement. EIM organizes the approach into five distinct phases during the
implementation project life cycle:

3.2

Initiation
Planning and Design
Deployment
Final Preparation
Go-Live and Support

Project Timeline

It is estimated that this engagement will be performed according to the timeline depicted in
the figure below and will be divided into the phases noted in the diagram.
<Insert Table figure here.>
Figure 1: Project Timeline

3.2.1

Release Roadmap

<Provide phased release roadmap picture.>

3.2.2

Release 1 Schedule

<Provide phased release roadmap schedule.>

3.3

Key Milestones and Deliverables

Roles and responsibilities are often described using a Resource Assignment Matrix (RAM). A
specific form of a RAM is the RACI Matrix, shown below, which provides a comprehensive
list of project Service Deliverables and associated Milestones that will be produced within
the scope of this project. The matrix shows which role is responsible, accountable,
consultative, and informed.
RACI-Matrix:
R - Responsible, implying the main responsibility in doing/delivering effort and skill.
A - Accountable, implying management (overrides R when both are implied).
C - Consultative, implying assistance (both active and advisory).
I - Informed, implying a requirement for the one responsible to report on the task.

EVO04 Project charter

EVO04 Project charter

Project Governance Model

4.1

Organizational Change Management

This section identifies the overall approach for Organizational Change Management around
communications, risk/readiness, training, and business process analysis.

4.2

Project Organization Structure

This section identifies the overall project organization structure, reporting relationships, and
key project roles and responsibilities.
<Insert organizational chart.>
Figure 2: Project Organization Chart

Role

Name

Project Manager(s)
Engagement Manager
Solution Architect(s)
Application Consultant(s)
Development Consultant(s)
Technical Support Account Manager
Partner Services Executive
Organization Change Manager and
Business Process Manager
Business Process Analysis Manager
QA Manager
CRM Administrator
Infrastructure and Operations
Manager
Integration and Interface Manager
Key Users / Business Owners
Table1: Project Organizational Structure

EVO04 Project charter

Organization

4.3
4.3.1

Key Stakeholders
Executive Steering Committee

Overall senior management oversight and strategic direction for this project will be provided
by an Executive Steering Committee. The committee will consist of the following key
executive business sponsors and project management representatives:
Name

Position

Project Role

Company

Project Sponsor

Customer

Project Owner

Customer

Project Manager

Customer

Project Sponsor

Partner

Project Owner

Partner

Engagement Manager

Partner

Project Manager

Partner

Table2: Executive Steering Committee

EVO04 Project charter