Consulting Project Charter

Use this space to create a clear, executive-ready project charter. Define purpose, scope, stakeholders, and success measures. Confirm governance, roles, risks, and decision paths. With Velora’s guidance, capture structured inputs, validate readiness, and export a charter your team can use to transition confidently into delivery.

PMO Office PM Charter PM Milestones PM Plan PM Starter PM Support

Create Project Charter

Charter Guidelines & Template ▾
Charter Guidelines ▾

Charter Setup Reminders

  • Define scope and success metrics with all key stakeholders.
  • Establish roles, responsibilities, and working norms.
  • Create a shared timeline with clear milestones.
  • Set up a central source of truth (docs, dashboards, channels).
  • Schedule weekly syncs and checkpoint reviews.
  • Identify known risks, blockers, and escalation paths.
Do’s and Don’ts for Project Charter

Do

  • Confirm alignment on business objectives, not just tasks.
  • Over-communicate during the first two to three weeks.
  • Document assumptions and decisions in real time.
  • Ask what success looks like in the client’s own words.

Don’t

  • Assume alignment just because people nodded.
  • Let silence during planning go unchallenged.
  • Rely on tools before establishing trust and clarity.
  • Start without defining how decisions will be made.
Charter Template - Click to Open ▾
1. Project Title & Objective
  • Define a clear outcome or deliverable.
  • State the business or strategic relevance.
  • Clarify constraints (time, scope, resources).
2. Stakeholders & Roles
  • Identify decision-makers and influencers.
  • Define communication flow and reporting.
  • Assign responsibilities per workstream.
3. Timeline & Milestones
  • Set milestone dates and phase transitions.
  • Align tasks with dependencies and owners.
  • Monitor risks to schedule changes.
4. Success Metrics & OKRs
  • Identify measurable outcomes or KPIs.
  • Link metrics to business or team objectives.
  • Plan data sources and measurement cadence.
5. Risk Assessment
  • Identify internal and external risk factors.
  • Evaluate impact and likelihood.
  • Plan mitigation or response strategies.
6. Communication Plan
  • Define frequency and channels of communication.
  • Tailor updates for key stakeholder groups.
  • Include decisions, status, and blockers.
7. Resource Allocation
  • Identify key personnel and their availability.
  • Allocate tools, software, or vendors.
  • Estimate and align the budget to milestones.
8. Governance & Decision-Making
  • Define decision authority and escalation paths.
  • Log major decisions for visibility and accountability.
  • Align governance checkpoints with milestones.
9. Execution Methodology
  • Define framework (Agile, Waterfall, or Hybrid).
  • Explain planning, execution, and iteration cycles.
  • Clarify how performance and delivery will be tracked.
10. Dependencies & Interlinks
  • Identify upstream and downstream dependencies.
  • Flag cross-functional and technical interlocks.
  • Assess potential blockers due to dependency delays.
11. Risk Management
  • Identify critical and emerging risks.
  • List mitigation strategies with triggers.
  • Assign owners and escalation protocols.
12. Success Metrics (Roll-up)
  • Define measurable KPIs aligned to goals.
  • Include timeline targets and thresholds.
  • Track progress with a regular reporting cadence.
13. Final Notes or Constraints
  • Capture any known constraints or limitations.
  • Add final comments from key stakeholders.
  • Summarize any pending decisions or open items.

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Consolidated Project Charter

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