Templates
Simple project charter template

Simple project charter template

Get a strong start on any project with this project charter template. Define goals, scope, and team roles clearly to align your team and set a clear path for success.

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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Simple project charter template

Get a strong start on any project with this project charter template. Define goals, scope, and team roles clearly to align your team and set a clear path for success.

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

This simple project charter template aids you in documenting essential project parameters and securing stakeholder approval. Whether you’re launching a small internal initiative or need preliminary approval before developing a comprehensive plan, this template provides the structure you need.

In a McKinsey survey, 40% of responds said that organizational inefficiency comes from unclear roles and responsibilities, while 28% said it’s caused by unclear processes. By focusing on core elements like objectives, scope boundaries, and potential risks, you can quickly establish project fundamentals and gain authorization to proceed.

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Preview of the template
Page 1
Project Overview
Project Title
Project Description
Project Sponsor
Project Manager
Project Start Date
Project End Date
Project Objectives
What are the key objectives of this project?
How will the success of this project be measured?
Project Scope
In scope - What is included in this project?
Out of scope - What is not included in this project?
Are there any constraints or limitations for this project?
Are there any assumptions made for this project?
Project Stakeholders
Who are the key stakeholders for this project?
What are the roles and responsibilities of each stakeholder?
How will stakeholders be managed and communicated with?
Project Risks
What are the key risks associated with this project?
What is the mitigation plan for each risk?
Project Resources
What resources (e.g. budget, personnel, equipment) are required for this project?
How will these resources be managed and allocated?
Project Timeline
What are the key milestones and deliverables for this project?
What is the high-level project plan and timeline?
Approvals
Project Sponsor Approval
Project Manager Approval
Additional Approvals (if required)

Frequently asked questions

When should I create a project charter versus a more detailed project plan?

Create a project charter during the initiation phase to get formal approval before detailed planning begins. The charter establishes the project’s existence and authority, while a project plan (created after approval) details how you’ll execute the work. The charter is your “why” and high-level “what”; the plan is your detailed “how.”

What should I include in the stakeholder section of my project charter?

Identify key individuals or groups who will be significantly impacted by or can influence your project. For each, briefly note their role, their interest in the project, their level of influence, and how you’ll communicate with them. Focus on stakeholders whose support is critical for project success.

What constraints should I document in my simple project charter?

Document fixed limitations that will affect how you execute the project. Common constraints include budget caps, firm deadlines, resource limitations, technical requirements, regulatory requirements, or organizational policies. Being upfront about these constraints helps set realistic expectations about what’s achievable.

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.