Templates
Agile project charter template

Agile project charter template

Get your Agile project off to a focused start with this practical project charter template. Define clear goals, assign roles, and outline key objectives to keep your team aligned.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
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Learn more
or Download template as PDF
Agile project charter template

Get your Agile project off to a focused start with this practical project charter template. Define clear goals, assign roles, and outline key objectives to keep your team aligned.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our Agile project charter template guides you through defining your project’s vision, objectives, and success criteria before diving into sprints. Compared ti traditional project charters, this template embraces agility by focusing on collaborative stakeholder alignment and adaptable planning.

According to an Annual State of Agile Report, the main advantages of adopting Agile are enhanced collaboration and stronger alignment with business goals. You can use this template to quickly establish project boundaries while maintaining flexibility. It’s perfect for when your team needs clarity on roles and deliverables without being boxed into rigid specifications.

Related categories

Preview of the template
Page 1
Project Overview
Project Title
Project Description
Project Objectives
Project Scope
Stakeholder Information
Sponsor Name
Sponsor Role
Product Owner Name
Product Owner Role
Key Stakeholders
Project Approach
Agile Methodology
Sprint Duration
Number of Sprints
Delivery Cadence
Project Risks & Constraints
Key Risks
Assumptions
Dependencies
Constraints
Success Criteria
Key Performance Indicators
User Acceptance Criteria
Project Completion Criteria

Frequently asked questions

What makes an Agile project charter different from a traditional one?

An Agile project charter is more concise and focuses on vision and outcomes rather than detailed plans. It acknowledges that requirements will evolve, emphasizes collaboration over contract negotiation, and serves as a living document that can be revisited. Traditional charters tend to be comprehensive, fixed documents that outline detailed scope, timelines, and deliverables upfront.

How detailed should my success criteria be in the Agile project charter?

Your success criteria should be specific enough to provide direction but not so detailed that they restrict adaptation. Focus on measurable outcomes that indicate value delivery—like user adoption rates, performance metrics, or business impacts. Avoid overly prescriptive specifications that might contradict agile’s emphasis on responding to change over following a fixed plan.

How do I align sprint goals with the overall project objectives in the charter?

When planning each sprint, connect selected backlog items to the project objectives stated in your charter. During sprint planning, ask “How does this work advance our project objectives?” This creates traceability between daily activities and overall goals. Regularly revisit the charter during retrospectives to ensure the team hasn’t drifted from the intended outcomes.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.