Project Charter Plan

EVO04 Project charter

Project Charter

Prepared for

[Customer Name]

Project

[Project Name]

Prepared by [Author Name]

Contributors [Document contributors]


Revision and Signoff Sheet

Change Record

Date Author Version Change Reference

Client Review

Name Version Approved Position Date


Table of Contents

CHANGE RECORD ...................................................................................................................................... 1

1 EXECUTIVE SUMMARY ....................................................................................................................... 1

1.1 ORGANIZATION BACKGROUND .............................................................................................................................. 1 1.2 BUSINESS OBJECTIVES ........................................................................................................................................ 1 1.3 BUSINESS BENEFITS AND METRICS ....................................................................................................................... 1 1.4 KEY SUCCESS FACTORS ...................................................................................................................................... 1 1.5 PROJECT OBJECTIVES ......................................................................................................................................... 1

2 PROJECT SCOPE .................................................................................................................................. 2

2.1 AREAS WITHIN SCOPE ......................................................................................................................................... 2 2.2 AREAS OUT OF SCOPE ........................................................................................................................................ 2

3 PROJECT APPROACH .......................................................................................................................... 3

3.1 OVERALL APPROACH ........................................................................................................................................... 3 3.2 PROJECT TIMELINE .............................................................................................................................................. 3

3.2.1 Release Roadmap ..................................................................................................................................... 3 3.2.2 Release 1 Schedule .................................................................................................................................. 3

3.3 KEY MILESTONES AND DELIVERABLES .................................................................................................................. 3

4 PROJECT GOVERNANCE MODEL ......................................................................................................... 5

4.1 ORGANIZATIONAL CHANGE MANAGEMENT ............................................................................................................ 5 4.2 PROJECT ORGANIZATION STRUCTURE .................................................................................................................. 5 4.3 KEY STAKEHOLDERS ........................................................................................................................................... 6

4.3.1 Executive Steering Committee .................................................................................................................. 6


1 Executive Summary Provide a high-level, brief description of the most important information from the project charter. This section can also include the company background for the industry, head office, and business units. Describe the companys high-level vision and business objectives.

1.1 Organization Background

1.2 Business Objectives

The overall goals and vision of the organization are:

1.3 Business Benefits and Metrics

The benefits gained by implementing the solution are as follows:

The following benefits will be measured by the following metrics:

1.4 Key Success Factors

The key success factors are:

1.5 Project Objectives

The key project-specific objectives are as follows:


2 Project Scope

2.1 Areas Within Scope

As part of this project, Partner will perform analysis, design, development, deployment, and operation phase activities required to implement Microsoft Dynamics for the following scope areas:

2.2 Areas Out of Scope

Any area that is not explicitly listed as within scope is out of scope for this engagement. Some key areas that are out of scope for this engagement include, but are not limited to:

Out-of-Scope Area #1

Out-of-Scope Area #2


3 Project Approach

3.1 Overall Approach

[Partner Name] will leverage the Pastel Evolution Implementation Methodology (EIM) to execute this engagement. EIM organizes the approach into five distinct phases during the implementation project life cycle:

Initiation

Planning and Design

Deployment

Final Preparation

Go-Live and Support

3.2 Project Timeline

It is estimated that this engagement will be performed according to the timeline depicted in the figure below and will be divided into the phases noted in the diagram.

Figure 1: Project Timeline

3.2.1 Release Roadmap

3.2.2 Release 1 Schedule

3.3 Key Milestones and Deliverables

Roles and responsibilities are often described using a Resource Assignment Matrix (RAM). A specific form of a RAM is the RACI Matrix, shown below, which provides a comprehensive list of project Service Deliverables and associated Milestones that will be produced within the scope of this project. The matrix shows which role is responsible, accountable, consultative, and informed. RACI-Matrix: R - Responsible, implying the main responsibility in doing/delivering effort and skill. A - Accountable, implying management (overrides R when both are implied). C - Consultative, implying assistance (both active and advisory). I - Informed, implying a requirement for the one responsible to report on the task.


4 Project Governance Model

4.1 Organizational Change Management

This section identifies the overall approach for Organizational Change Management around communications, risk/readiness, training, and business process analysis.

4.2 Project Organization Structure

This section identifies the overall project organization structure, reporting relationships, and key project roles and responsibilities.

Figure 2: Project Organization Chart

Role Name Organization

Project Manager(s) Engagement Manager Solution Architect(s) Application Consultant(s) Development Consultant(s) Technical Support Account Manager Partner Services Executive Organization Change Manager and Business Process Manager

Business Process Analysis Manager QA Manager CRM Administrator Infrastructure and Operations Manager

Integration and Interface Manager Key Users / Business Owners

Table1: Project Organizational Structure


4.3 Key Stakeholders

4.3.1 Executive Steering Committee

Overall senior management oversight and strategic direction for this project will be provided by an Executive Steering Committee. The committee will consist of the following key executive business sponsors and project management representatives:

Name Position Project Role Company

Project Sponsor Customer

Project Owner Customer

Project Manager Customer

Project Sponsor Partner

Project Owner Partner

Engagement Manager Partner

Project Manager Partner

Table2: Executive Steering Committee

Project Charter Plan

Documents

Transcript of Project Charter Plan