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Steps to writing a project charter Choose a project name. Identify the purpose, objective (goal), and project specification. Set a budget. Define deliverables. Assess scope and risks. Create a timeframe or milestones. List key stakeholders. Layout team roles and responsibilities.

The project charter is a document that officially starts a project or a phase. It formally authorizes the existence of the project and provides a reference source for the future. The charter gives a direction and a sense of purpose to the management from start to end.

A charter generally includes a title, description, high-level estimate of necessary budget and resources, and who is responsible for the project. Project charters may also include information such as communication and visibility plans, links to project dashboards, and shared resource spaces.

It is a high-level document that does not include the project details. The specifics of project activities will be developed later. It includes the summary level preliminary project budget.

7 steps to write a project plan to keep you on track Goals and project objectives. Success metrics. Stakeholders and roles. Scope and budget. Milestones, deliverables, and project dependencies. Timeline and schedule. Communication plan.

What Are the Contents of a Project Charter? A project charter should always include an overview, an outline of scope, an approximate schedule, a budget estimate, anticipated risks, and key stakeholders. Each of these sections should be brief, but as thorough as possible.

In 1215, the earliest famous example of a charter was the Magna Carta, which established the rights of the people of England. Colonial charters occurred in the 16th and 17th centuries and established the Thirteen Colonies of America. Today, most corporations need to be granted a charter to be legally recognized.