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Project Charter Template_1

Project Management

Reference model

From mobilisation to trackingA sequence of 5 steps, read from the first to the last: 1, Mobilise; 2, Charter; 3, Governance; 4, Kick-off; 5, Track.MobiliseName the sponsor and projectmanager and confirm the need.1CharterAgree objective, scope,success measures, budget andtimeline.2GovernanceSet who decides, how oftenthey meet and how changes areapproved.3Kick-offWalk the team through theapproved charter and firstactions.4TrackReport progress, risks andchanges against the baseline.5

Mobilisation runs from charter to kick-off to tracking. The charter is the baseline every later change is measured against.

About this model

A project charter is a short document, completed by the project manager and approved by the sponsor. It sets out why the project exists, what is in and out of scope, how success is measured, the budget and timeline, the main risks and who decides. It is the agreed starting baseline for delivery and change control.

Originator not stated.

How to read it

  • Read the objective and success measures first: they say why the project exists.
  • Check scope in and out together; gaps between them cause later disputes.
  • Use the risk scores to see which risk needs an owner before kick-off.

What this does

Captures the facts a sponsor needs to approve a project at kick-off: objective, scope, success measures, budget, timeline, key risks and the first actions.

When to use it

Use it when mobilising a new project, before the formal kick-off, so the sponsor and team agree one baseline.

Not when: Do not use it for routine operational work, or as a detailed schedule or a full risk register for a large programme.

What happens next

Once the sponsor approves, move to a detailed work plan and a weekly status report built on this baseline.

Golden thread

Builds on ←

  • Business case
  • Stakeholder map

Feeds into →

  • Detailed work plan
  • Weekly status report
  • Risk register

Use this tool, free

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Drafted with AI and reviewed by Eccellere on 05/11/2026. Guidance, not advice: apply your own judgement.