High Level Customer Requirements (Acceptance Criteria)

Project Charter for (Project Name) (Date)

Project Name Project ID Number Executive Sponsor Project Manager Steering Committee (opt.) Primary Stakeholder(s) Key Customers:

Other Key Stakeholders:

Project Definition Problem/ (Why is this project needed now? Describe the business problem or opportunity driving this project.) Opportunity Project (What is the goal of this project in measurable outcomes? Includes solution, project goal & key Objective business outcome) Project Final Deliverables to Customer(s) High Level Customer Requirements (Acceptance Criteria) Deliverables 1. 1. 2. 2. In Scope: Out of Scope (and why ): Project   Scope   Target Date: Project Budget (Estimated Cost): $ Weighted Project Performance Measures: Schedule xx% Cost xx% Deliverables xx% Total 100% Alignment to Business Initiatives and Strategies (List the specific business initiatives/strategies this project will directly impact and describe how the project/deliverables will add value in achieving the business initiative/strategy)

Business Results to be Achieved by This Project: Tangible Benefits: Tangible Benefit Amount 1. (Example: Increase revenues to the bottom-line by how much? by when?) $$ 2. (Example: Decrease expenses to the bottom-line by how much? by when?) $$ Intangible Benefits (examples: customer satisfaction, productivity savings, employee development, community relationships, etc.) 1. 2.

Sign-off

Executive Sponsor ______Date: ______(Name)

Project Details (completed as a result of Project Planning)

Milestone Schedule (See details in Project Schedule) Milestone Description Start Date Target Date Project Start Date N/A Milestone Description Milestone Description Project Target Date N/A Project Close-out Date N/A Project Cost Details Expense Categories Year 1 Year 2 Year 3 Total Capital $ $ $ $ Expense $ $ $ $ Internal Labor -- IT xxx $999,999 xxx $999,99 xxx $999,99 xxx $999,999 hours hours 9 hours 9 hours Internal Labor- Business xxx $999,999 xxx $999,99 xxx $999,99 xxx $999,999 hours hours 9 hours 9 hours Total $ $ $ $ Funding Sources (i.e. which department(s) are funding the project, including % split):   Project Risks (Uncertain events that if occur impact the project’s objectives) See details in Risk Management Plan. Risk Description Probability of If Occurs, Degree Occurring (H,M,L) of Impact (H,M,L) 1. 2. Dependencies (list the dependencies to other projects and/or to other internal/external efforts or events)

Assumptions (Factors that, for planning purposes, are considered to be true, real or certain)

Scope Management (What is the scope change control process?) See details in the Scope Management Plan.

Issue Management (How will decisions be made? What is the issue elevation process?)

Roles and Responsibilities (For large teams, attach Project Organization Plan) Name Role/Responsibilitie Time Commitment Start/End Date of s Commitment Project Sponsor xxx hours per week/month Project Manager xxx hours per week/month Team Member xxx hours per week/month Subject Matter Expert As needed