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A project charter is a short document used in project planning to outline the key aims and benefits of a project. It's an at-a-glance guide to why a project is taking place. It's used both as a marketing tool, useful to get buy-in from stakeholders, and a reference point to keep the project on track.

How to create a project plan Determine a timeline. The cornerstone of the project plan is often the timeline or schedule. ... Build out tasks and milestones. ... Establish roles. ... Link to important documents.

The project charter is a high-level initiation document that consists of no more than two pages. It lists down the project objectives, scope, vision, team and their responsibilities and stakeholders. Project plan on the other hand, is a detailed document that describes how to accomplish the project objectives.

Let's dive into the details: Step 1: Define your goals and objectives. ... Step 2: Set success metrics. ... Step 3: Clarify stakeholders and roles. ... Step 4: Set your budget. ... Step 5: Align on milestones, deliverables, and project dependencies. ... Step 6: Outline your timeline and schedule. ... Step 7: Share your communication plan.

Have a clear understanding of the project goals, objectives, and scope. The project charter should be aligned with these goals and objectives, while the project scope should have the deliverables and the timeline. Establish guidelines as to how the team will work within the scope.

The project charter typically documents the following parts of the project: Project objectives and constraints. Key stakeholders. Risks identified. Benefits of the project. General overview of the budget.

Let's dive into the details: Step 1: Define your goals and objectives. ... Step 2: Set success metrics. ... Step 3: Clarify stakeholders and roles. ... Step 4: Set your budget. ... Step 5: Align on milestones, deliverables, and project dependencies. ... Step 6: Outline your timeline and schedule. ... Step 7: Share your communication plan.