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Safety First and Always
Project Name
Project CharterExecutive Sponsors (SVP or SVP / VP): Short Description of Project:
Supports Corporate Goal (rank numerically if selecting more than one):___ Financial Strength ___ Customer Experience __ Reliable Energy Delivery Network___ Operational Efficiency ___ Workplace Engagement __ Positive Company Image __ Make Safety a Priority
Project Complexity (choose one):_____ Simple (short term, not cross-functional, 1-2 persons) _____ Focused (< 6 mos., < 8 people, little cross-org integration) _____ Full-Scale (up to 18 months, cross-organizational, critical integration points)_____ Complex (portfolio of several projects, cross-organizational, critical integration points)
Project Uncertainty (choose one):Traditional (clearly defined goal & approach) _____ Adaptive (clearly defined goal, unclear approach) _____Discovery (unclear goal, clear approach) _____ Extreme (unclear goal & approach) _____
Business Background and Impact
Background of Project
Problem Statement:
Business Need:
Business Benefit: - A- B- C- D
Description of Current State:
Description of Proposed Future State:
End State Process Owner:
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Safety First and Always
Project Name
Project Charter
High Level Project Boundaries
Project Scope: Provide a description of the project activities to be accomplished. This is often best done in an In-Frame/Out-of-Frame approach to clarify project boundaries.
In Frame (in scope) Out of Frame (out of scope)List activities / focus areas that are included in the scope of this team’s work
Clarify activities / focus areas that could be assumed to be part of the scope, but are not.
Potential Labor Impact:
High Level Cost Estimate for Project: Items to Fund Estimate
High Level Obstacles & Risks for Project: Risk or Obstacle Mitigation Plan
Dependencies on events, other projects, or other organizations:
Proposed Success Metrics:
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Safety First and Always
Project Name
Project Charter
Project Details
Participants in Project:
Role Name General Resource Needs
Sponsor Provide leadership and decision making as required.
Steering Committee - Lead Coordinate and attend weekly meetings as well as make decisions as required.
Steering Committee Attend weekly meetings and make decisions as required.
Impacted by Project (key stakeholders):
Roles & Responsibilities Name Win
Project Plan: Key Milestones & Expected Completion Date:
Milestones Key Deliverable (if applic.) Responsibility TimeframeStep 1Step 2Step 3Step 4Step 5Step 6Step 7
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Safety First and Always
Project Name
Project CharterCommunication Plan:
Target Audiences What We Want Them to Know
When How
.
Approvals
Sponsor approval required. Approvals by others are optional and can be added below. Several options for the method of “signature” exist, including a physical signature on a hard copy of this document, via email attachment, etc.
Title: Role: SponsorDate: Name:
Signature:
Revision History
Version/Date Description of Change
5/2/2023 4