What is a project charter template?

A project charter template is used to create complex project plans, so-called project charters. It is regarded as an official, internal document, which is usually created by project managers and the management. First and foremost, the project order with template is a guideline and orientation aid for the team for the implementation of the plan in question.

This article deals with:

Aspects to consider for a detailed project charter template

Planning is half the battle. The more aptly and differentiated you formulate your project assignment, the less rework and setbacks you and your team will face. The scope of the document for the project assignment with template varies of course and should be adapted to internal company conditions. The following general bullet points will give you an optimal starting point:

• Reason for Project
• Perimeter
• Aims & Benefits
• Risks
• Budget allocation
• Deadlines
• Task assignment
• Interest groups

5 steps in the project charter you should absolutely consider

1. Conception
   A project is usually intended to bring about an innovation or improvement. It is therefore essential to precisely define the actual and target status and to present the advantages of the change in detail. You should ask yourself: Is the idea basically feasible? It is also helpful to obtain other opinions (also from the management) before the work is done.


2. Gather information
   The document for the project order with template is primarily intended to provide information. It is therefore important to be able to answer most of the above questions (provisionally). To do this, you should proceed investigatively and obtain all available data concerning the project aspects. When formulating the evaluated data, the following applies: The more concise the answers, the more convincing the procedure will be.


3. Clarify the perimeter.
   Communication with management is especially important at the beginning of the project, as you should adjust the scope of the document to the project. For a smaller project it is usually unnecessary to go into too much detail.


4. Internal vs. External
   You should definitely distinguish between an internal and external project order. The internal company order is usually a kind of reference book for employees, while the external order has a binding contract character. In order to avoid legal consequences in the event of conflicts, you should therefore pay more attention to accuracy and practicability in external documents.


5. Communication
   In the case of micromanagement, tasks should be delegated to an appropriate extent. Each team member should always be aware of what needs to be done and to whom or what he or she can consult in the event of a two-way conflict. Clear structures in combination with understandable communication are essential here.

Lumiform: Your App & Software for a project charter template

Lumiform makes it easier for you to comply with the ever-increasing legal requirements for process documentation by using the mobile app to document via smartphone or tablet and being guided by the system through all documentation processes. Clean, transparent documentation helps to avoid high fines. The easiest way to do this is with a digital solution like Lumiform.

Digitize checklists and internal processes with Lumiform:

• The flexible checklist builder from Lumiform helps you to convert any individual paper list into a digital checklist without much effort.


• In addition, we offer more than 9,000 ready-made templates to help companies get started digitally in no time.


• Using the super intuitive mobile App, you and your teammates conduct check in the field with ease and in no time.


• All results, images and comments are automatically bundled in a digital report.


• Comprehensive analyses help you to identify inefficient areas in your company more quickly and thus to continuously improve your auditing and inspection processes.