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So, you’re about to start a new client project? That’s great! To ensure everything goes as smoothly as possible, there are a few steps you can take. For example, you can try out a new free project charter template and experience the difference it brings to your team’s project management process.
Here, you’ll find project charter examples and the best team charter examples to keep the project going, the project managers organized, and all stakeholders happy.
What’s a Project Charter Template?
A project charter is a formal document that officially authorizes a project. This document is essential because it formally authorizes a project to begin and defines the project’s framework. It serves as a reference point throughout the project, guiding decisions and keeping everyone aligned with the project’s goals and constraints.
It helps to ensure that the project starts on a solid foundation and remains focused on achieving its intended outcomes. The project charter outlines the project’s objectives, scope, stakeholders, and roles and responsibilities. It also provides a high-level overview of the project’s timeline, budget, and key deliverables.
Free Project Charter Template for Your Business (from FuseBase, our partners)
FuseBase, one of our trusted partners, focuses on modernizing traditional practices to create a user-friendly experience for businesses and their clients. This all-in-one client collaboration platform helps streamline workflows, improve communication, and simplify project management for professional services. Their templates, including the charter examples, are designed to make your processes smoother and more efficient. Try out their templates to see how they can enhance your business operations.
Project Charter Template
The Project Overview Template is a valuable tool that consolidates all your project details into a single interactive page. This template provides a comprehensive view of your entire workflow, making it easier to oversee tasks and meet deadlines.
Tips for perfecting your simple project charter:
- Start by entering all the basic details about your project.
- Clearly define who is responsible for each task or aspect of the project.
- Arrange tasks or projects in order of priority to ensure that the most critical elements are addressed first.
- Input the deadlines for each phase or task of the project. As tasks are completed, update the template to reflect the progress.
- Continuously monitor the progress of your project using the template.
How to Use Custom Project Charter Templates
Writing a project chapter might feel challenging, especially for new businesses learning the ropes. Let’s break down this task by exploring the basics, starting with a project chapter outline.
Essentially, the project charter acts as a blueprint for the project, guiding the project team and keeping stakeholders informed and aligned. A project management charter example would include:
- Project title and description
- Objectives and goals
- Scope statement
- Stakeholders and their roles
- Budget and milestones
A project charter document sample formally initiates the project, granting the project manager the authority to use organizational resources for project activities.
To use custom project charter templates in FuseBase, begin by choosing a template that aligns with your project goals. Personalize the template by filling in the unique details of your project, such as objectives, team roles, and key deliverables. Finally, utilize FuseBase’s collaborative features to share the template with your team, allowing for seamless updates and input from all stakeholders.
Why Using Project Charter Templates is Better for Businesses
There are many project charter templates available in different formats to help streamline the creation process. For instance, an Excelproject charter template is useful for those who prefer a tabular format with customizable fields for various project details. Similarly, a PPT project charter template can be advantageous for presenting the charter to stakeholders in a visual and organized manner.
FuseBase lets you create more interactive and engaging project charters, ensuring that all stakeholders are involved and informed throughout the project’s duration. It offers easy template customization, real-time updates, and seamless sharing with team members and stakeholders.
This flexibility ensures that project charter documents and team charter templates remain relevant and up-to-date throughout the project lifecycle, enhancing communication, alignment, and overall project success.
Other Templates That Might Interest You
Our partners at FuseBase offer a variety of free business templates that can be tailored to your business’s needs. Each template is customizable, so you can make interactive and engaging documentation that reflects your brand.
Marketing Brief Template
Business Proposal Template
A well-thought-out marketing strategy is essential for businesses aiming to make a splash in the market. The Marketing Brief Template helps streamline the process of gathering all the vital information needed to launch a successful marketing campaign.
Business Proposal Template is a game-changer that guides you through crafting a proposal that showcases your unique strengths and sets you apart from the competition. Whether you’re crafting a business proposal for restaurant branding or a startup, it will come in handy.
Tips for perfecting your marketing brief:
Tips for perfecting your business proposal:
- Ask the client to start by filling in the project and company names, mission, and values.
- Define the target audience and its demographics.
- Provide a table where clients can list their websites, social media profiles, and other relevant platforms.
- Use a table format to document all the client’s requests that you can fulfill, allowing them to rank these in order of importance.
- Ask the client to define the revenue increase or profit they aim to achieve from the campaign.
- Start with a brief summary to grab a potential client’s attention.
- Include an easy-to-read table that outlines the different pricing tiers.
- Upload a brief video introduction to greet your clients and add a human element to your proposal.
- Embed a video from another platform to demonstrate your product in action.
- Add a simple task list to outline action steps for both parties.
- Embed your calendar directly into the proposal, allowing them to book a call with just a click.
There are many project charter PowerPoint templates, including the PMI project charter template. However, they are not easy to customize to fit your unique project’s needs, and sharing them for collaborative editing is a little complicated. Project charter sample PDFs are static and often non-collaborative. Luckily, there’s a solution: modern tools like FuseBase, Notion, and Monday.com provide dynamic templates for creating and managing project charters.
Summing Up
Visit our partner’s template gallery for a PMO charter example and hundreds of other PM and business templates. It not only has project and team charter document templates but also everything you need for marketing, operational, and even educational needs.