Templates
Project management charter template

Project management charter template

This template is for organizing your project essentials—from objectives and scope to team roles and budgets. Use this resource to bring clarity and alignment.

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
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or Download template as PDF
Project management charter template

This template is for organizing your project essentials—from objectives and scope to team roles and budgets. Use this resource to bring clarity and alignment.

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

Launch your projects with a strong foundation using this project management charter template. Unlike basic project plans, this charter template sets out a clear structure for project scope, responsibilities, and resource allocation so you can organize your team and efforts from the outset. When navigating complex stakeholder demands or uncertain project boundaries, it serves as a reliable reference point.

Based on McKinsey’s research, more than one-third of organizations consider efficiency as a top organizational priority. This charter helps you invest resources where they matter most, leading to better and faster decisions throughout your project lifecycle.

Related categories

Preview of the template
Page 1
Project Overview
Project Title
Project Objectives
Project Scope
Project Deliverables
Project Timeline
Project Budget
Project Team
Project Sponsor
Project Manager
Project Team Members
Stakeholders
Project Governance
Project Reporting Requirements
Project Communication Plan
Project Risk Management Plan
Project Change Management Process
Project Success Criteria
Key Performance Indicators
Project Acceptance Criteria
Project Closeout Procedure

Frequently asked questions

How detailed should the budget section be in my project charter?

Your charter budget should provide a high-level financial summary rather than detailed line items. Include the total approved budget, major cost categories, funding sources, and any financial constraints. This gives stakeholders sufficient understanding of financial commitments while leaving detailed breakdowns for your project management plan.

How do I handle the risk management when creating the charter template?

Identify 3-5 high-impact risks that could significantly affect project success. For each, briefly note the risk event, potential impact, and initial response strategy. The charter isn’t for detailed risk analysis but should acknowledge major threats and opportunities that stakeholders should be aware of from the start.

When should I create the project charter in the project lifecycle?

Create your charter during the initiation phase, after the business case is approved but before detailed planning begins. The charter formalizes the decision to proceed with the project and should be completed and approved before significant resources are committed or detailed scheduling occurs.

What makes a good project success criteria in this charter template?

Effective success criteria are specific, measurable outcomes that define when the project is complete and successful. Focus on business results rather than just deliverables. Include quantifiable metrics for schedule, budget, quality, and business value that provide clear targets everyone can understand and agree upon.

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.