Business

Project Charter Template: What to Include

By Business editorial team · Updated

Guide 12, Running an Engagement, from The Consultant's Playbook, with a team planning around a whiteboard

A project charter is a one-page agreement on why a project exists, what it will deliver and who is in charge. The sponsor signs it before work starts. It is the document you return to when someone asks "wasn't this meant to include…?" and the one a new team member reads first.

The nine sections of a charter

#SectionWhat it answers
1Project summaryName, sponsor, lead, dates and version
2Problem or opportunityWhat is wrong or possible, who is affected, why now
3Objectives and success measuresWhat will be different, how we will know
4ScopeWhat is in and what is explicitly out
5Deliverables and milestonesWhat will be produced and by when
6Team and stakeholdersWho is involved and how
7GovernanceWhich meetings, how often, who attends
8Assumptions, risks and constraintsWhat we are relying on and what could go wrong
9ApprovalWho signs and when

Write each section well

1. Project summary

A small table: project name, sponsor (name and title), project lead, start date and target end date, version and date. Keep it to five lines.

2. Problem or opportunity

Two to four sentences: the problem, who is affected and why it matters now. If you have already written a problem statement, reuse it here.

3. Objectives and success measures

Use a table with the objective, measure, baseline, target and date. Make each objective specific, measurable, achievable, relevant and time-bound.

ObjectiveMeasureBaselineTargetDate
Shorten refund handlingDays from request to refund95End of Q3
Reduce escalationsShare of refunds escalated8%3%End of Q3

4. Scope

Two columns: in scope and out of scope. The out-of-scope column is the one that prevents arguments. Name at least two items.

In scopeOut of scope
Standard consumer refundsBusiness accounts
The refund approval stepChanges to the returns policy

5. Deliverables and milestones

List what you will produce, an owner for each and a target date. Include the kick-off and the closure so the project has a visible start and end.

6. Team and stakeholders

Name the sponsor, the lead and the main stakeholders, with their involvement and level of interest and influence. For a clear view of who does what, a RACI matrix pairs well with this section.

7. Governance

A short table of forums: the team stand-up, a weekly status, a steering meeting at each milestone. Include frequency, participants and purpose.

8. Assumptions, risks and constraints

List the three to five things you are relying on, for example data access or availability of a specific person, and the top risks with an owner for each.

9. Approval

A line for the sponsor's name and date. A sponsor who signs is a sponsor who has read it.

Charter versus scope statement versus SOW

These documents overlap, so it helps to separate them.

DocumentMain purposeAudience
Problem statementDefines the question and what a good answer looks likeThe team and the decision owner
Project charterAuthorizes the project and records who runs itSponsor, team and stakeholders
Scope statementOne page that fixes the boundaries of the workSponsor and team
Statement of workSpecifies deliverables, acceptance and commercial termsClient and supplier

For small projects, one page that combines the charter and the scope statement is usually enough.

Tips for a charter people actually use

A short example in full

A fictional online retailer wants to shorten refund handling. The charter fits on one page.

Notice how short each line is. A charter works because everyone can read it in two minutes.

Common mistakes

Printable and editable versions

In The Consultant's Playbook, the project charter appears in two places. Guide 10 includes the Project Charter and SIPOC worksheet, a printable frame for an improvement project. Guide 12 includes a Scope Statement worksheet, a Workplan and Risk Log, and an Interview Guide and Workshop Design sheet for running an engagement. Editable templates are a separate add-on and are not part of the base playbook.

Sample pages and worksheets from the Consultant's Playbook, including a group-and-order worksheet

Educational content. It is not legal, financial or tax advice.

Frequently asked questions

What is a project charter?

A project charter is a short document, usually one page, that records why a project exists, what it will deliver and who is in charge. It is signed by the sponsor before work starts.

Who writes and signs the charter?

The project lead usually writes it with input from the sponsor. The sponsor signs it, and key stakeholders see it before work begins.

What is the difference between a project charter and a statement of work?

A charter is an internal agreement on why the project exists and who runs it. A statement of work is a more detailed agreement on deliverables, acceptance criteria and commercial terms, often between a client and a supplier.

Should the charter change during the project?

Treat it as stable. If scope, sponsor or objectives change, update it deliberately, record the version and get the sponsor to agree again.