Most project issues start with misalignment: unclear goals, fuzzy roles, or competing expectations.
A good project charter fixes that. It’s your alignment tool—the single document that outlines what you’re doing, why it matters, and how success will be measured.
In this post, we’ll break down the key elements of a strong project charter and show you how to write one that gets everyone on the same page from day one.
What Is a Project Charter?
A project charter is a short document that officially starts a project. It defines the project’s purpose, scope, stakeholders, and success criteria.
It’s not a long report. It’s a high-level agreement that guides planning, decisions, and communication.
Why It Matters
- Clarifies goals so everyone knows what you’re aiming for
- Defines scope so you avoid scope creep
- Aligns stakeholders around roles and responsibilities
- Authorizes the project and gives the team permission to begin
The Essential Elements
1. Project Purpose and Objectives
Start with the why:
- What problem are you solving?
- What outcomes do you expect?
- Why does this matter to the organization?
2. Scope and Deliverables
Clarify:
- What is included (and what’s not)
- Key deliverables or outputs
- Major activities or workstreams
3. Stakeholders and Roles
List:
- Project sponsor(s)
- Project manager
- Key contributors
Include who is responsible, accountable, consulted, and informed (RACI).
4. Timeline and Milestones
Provide:
- Start and end dates
- Major milestones or phases
- High-level timeline
5. Success Criteria and Metrics
Define how you’ll know the project is successful:
- Specific metrics or targets
- Qualitative outcomes (e.g., improved satisfaction)
6. Risks and Assumptions
Highlight:
- Key risks to watch
- Assumptions that could affect success
This shows forethought and prepares stakeholders.
How to Create and Use a Project Charter
Step 1: Draft with Key Stakeholders
Don’t write it in a vacuum. Co-create it with input from:
- Sponsors
- Key team members
- Affected departments
Step 2: Keep It Short and Focused
1–2 pages is usually enough. Focus on clarity, not detail.
Step 3: Review and Approve
Get buy-in before you move forward:
- Review in a kickoff meeting
- Get sign-off from sponsor(s)
Step 4: Share and Refer Back
Make it accessible to the team. Use it to:
- Kick off workstreams
- Resolve scope questions
- Communicate with stakeholders
Summary: A Charter Is a Compass
Without alignment, even the best project plans fall apart. A strong project charter gives you direction, authority, and shared understanding.
Create it early. Keep it visible. And use it to lead with clarity.