Module 4 – MNGT 4751
Module 4 – MNGT 4751
Big Picture (Initiating and Planning your Project) Module 5 and 6
Module 2 and 3
Module 2
Module 3 Module 4
Flow Chart of the Typical Activities and Deliverables Associated with a Project Management Process
O ve r v i e w o f M o d u l e s
Big Picture (Executing and Controlling your project)
Module 7 Module 8 and 9
Completing the Project Charter (PC)
Mode 4’s Deliverable = PC
Module 2
Project Charter Table of Contents*
A project charter may appear in the form of a detailed document that includes a well - organized table of
contents. This depends on the organization and the level of maturity of the project management methodology.
The charter document may include the following items:
Section 1. Project Overview Section 3. Project Organization
1.1 Problem Statement 3.1 Project Structure
1.2 Project Description 3.2 Roles and Responsibilities
1.3 Project Goals and Objectives 3.3 Project Facilities and Resources
1.4 Project Scope
1.5 Critical Success Factors Section 4. Points of Contact
1.6 Assumptions Section 5. Glossary
1.7 Constraints Section 6. Revision History
Section 7. Appendices
Section 2. Project Authority and Milestones
2.1 Funding Authority
2.2 Project Oversight Authority
2.3 Major Project Milestones
* Sample from Texas Department of Resources, [Link]/pubs/framework/gate1/projectcharter .
Project Charter Table of Contents
Your charter template document for module 4 will include the following sections (all headings need to be
addressed):
Section 1. Executive Summary Section 4. Project Organization
Section 2. Project Scope 4.1 Project Organization Chart
2.1 Project Purpose 4.2 Staffing Plan
2.2 Project Assumptions 4.3 Communication Strategy
2.3 Project Goals and Objectives
2.4 Scope Exclusions Section 5. Authorization to Proceed
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Section 3. Project Management Approach
3.1 Issue Management
3.2 Change Management Approach
3.3 Knowledge Coordination Approach
3.4 Quality Management Approach
3.5 Risk Management Approach
3.6 Business Change Management Approach
Project Charter Table of Contents
Example of Table of Contents
Project Charter Body of Contents
Complete the Executive Summary Last
Section 1. Executive Summary
Project Charter Body of Contents
Be specific and clear about your scope
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
There should be a clear correlation between your business case (benefits) and your project’s Goals and Objectives
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
Example of Goals and Objectives
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
Example #2 of Goals and Objectives
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
Spell out what you will not deliver as part of this project
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope What can others assume you will deliver that you need to make
mention will not be part of your initiative? – Example:
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
What deliverables (tangible, significant work packages) will you produce from start to finish? Not tasks, but
noteworthy artifacts
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
Example of Deliverables
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
Example #2 of Deliverables
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
Define the boundaries and context
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions Example:
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
Considerations and Chronological end-to-end milestones (gives-and-gets)
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
How you plan to allocate the funds that were approved in the Business Case (BC)
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
Example of Financial Scope
Section 2. Project Scope
2.1 Project Purpose
2.2 Project Assumptions
2.3 Project Goals and Objectives
2.4 Scope Exclusions
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
Dependencies between your initiative and others initiatives and potential risks
Section 2. Project Scope
2.1 Project Purpose List all the related projects and outline the dependencies between this
2.2 Project Assumptions project and the related projects, such as shared resources and any
2.3 Project Goals and Objectives possible contention (e.g. lab environments).
2.4 Scope Exclusions Example:
2.5 Final Deliverables
2.6 Project Customer and Logical Scope
2.7 Impact on Others
2.8 Temporal Scope
2.9 Financial Scope
2.10 Related Projects
Project Charter Body of Contents
Section 3 will ensure that the initiative is very clear on how issues, changes, quality, risks, knowledge, and
business risks will be dealt with.
Section 3. Project Management Approach
3.1 Issue Management
3.2 Change Management Approach
3.3 Knowledge Coordination Approach
Detailed templates will be provided at a
3.4 Quality Management Approach
3.5 Risk Management Approach later point to deal effectively will project
3.6 Business Change Management Approach Issues, Changes, and Risks
Project Charter Body of Contents
Section 3 will ensure that the initiative is very clear on how issues, changes, quality, risks, knowledge, and business
risks will be dealt with.
Section 3. Project Management Approach
3.1 Issue Management
3.2 Change Management Approach
3.3 Knowledge Coordination Approach
3.4 Quality Management Approach
3.5 Risk Management Approach
3.6 Business Change Management Approach
Project Charter Body of Contents
Finally you indicate all the members (PSC – Project Steering Committee & Staffing plan) + Communication
Section 4. Project Organization
4.1 Project Organization Chart
4.2 Staffing Plan
4.3 Communication Strategy
Section 5. Authorization to Proceed
Project Charter Body of Contents
Example of Project Organizational Chart
Section 4. Project Organization
4.1 Project Organization Chart
4.2 Staffing Plan
4.3 Communication Strategy
Section 5. Authorization to Proceed
Project Charter Professional Doc.
Ensure your PC is well written and all sections from front to end are completed correctly
Module 4 – MNGT 4751
