When you’re about to launch a project, you need a clear path, specific objectives, and a shared understanding among your team. A project charter template offers that solid foundation by helping you lay out essential details, from objectives and stakeholders to resources and key milestones. It’s your go-to document for keeping everyone aligned right from the start, reducing the risk of misunderstandings or scope creep along the way.
The project charter templates below guide you through the process, giving you a reliable starting point for your project.
Top project charter templates
These templates are designed to fit diverse needs and project management styles, from Six Sigma to Agile:
Project charter template
Setting a solid foundation for any project, this project charter template captures the essentials—project objectives, stakeholders, timelines, and resource allocations. Designed to provide clarity and streamline communication, it includes structured sections for defining goals, assigning roles, and outlining high-level milestones. This helps ensure that every team member understands their responsibilities and the project’s overall direction. To adapt it to your needs, you can modify fields to reflect your team structure or specific project targets.Project management charter template
Ideal for projects that demand detailed planning, this project management charter template allows you to document the full scope, risks, budget forecasts, and essential milestones from the start. With organized sections that cover risk assessment, stakeholder responsibilities, and resource distribution, it’s crafted to prevent miscommunications and keep projects on track. This template supports high-level planning by including prompts for critical aspects of the project lifecycle. You can adjust the fields to better capture your project priorities and organizational guidelines.Simple project charter template
Perfect for streamlined or smaller projects, this simple project charter template keeps things clear and focused by covering the basics—project goals, essential team members, and key deadlines. Its minimalistic structure reduces complexity while ensuring that the most important details are organized and easily accessible. With sections for responsibilities, timelines, and objectives, this template helps teams get started without unnecessary setup. For easy customization, you can modify the layout to emphasize specific tasks or edit the fields based on project scale.PMI project charter template
This PMI project charter template follows Project Management Institute (PMI) guidelines, offering a robust and detailed framework suited to formal project environments. It organizes all critical information—from project scope and objectives to stakeholder details and risk management—in an orderly way, supporting comprehensive planning from day one. Key fields include scope definition, milestone tracking, and risk assessment. To suit project requirements, edit the sections to include custom objectives or team roles.Agile project charter template
Designed with Agile methodologies in mind, this project charter template is geared toward projects that prioritize flexibility and iterative development. It highlights key aspects like sprint planning, team roles, and deliverable milestones, encouraging adaptability while maintaining structure. With sections dedicated to backlog items, performance metrics, and team responsibilities, it aligns with Agile principles and keeps projects responsive to change. You can adjust fields as the project evolves, making it easy to adapt to shifting priorities.Six Sigma project charter template
This template specifically supports Six Sigma projects, providing a detailed layout to capture critical components like problem statements, process goals, and expected outcomes. With sections focused on metrics, key stakeholders, and project scope, teams can maintain precision and clarity throughout the project. The template also includes fields for identifying resources and potential roadblocks, which is essential for Six Sigma’s rigorous approach to quality control and improvement. Tailor the template to align with your project’s Six Sigma objectives, creating a powerful tool for achieving targeted, measurable results.Project team charter template
Focused on building an aligned team, this project team charter template emphasizes roles, team goals, and collaborative processes, laying out important elements for effective teamwork. Use it to define individual responsibilities, communication guidelines, and shared objectives so you can foster a unified approach to project tasks. By capturing each member’s role and clarifying expectations, this template supports smoother collaboration and minimizes confusion. Customize it to highlight team-specific values or particular workflows.PMP project charter template
Aligned with PMP (Project Management Professional) standards, this project charter template offers a thorough layout for documenting objectives, key stakeholders, resources, and scope details. It’ll guide you through essential project components, including budget estimates and risk assessments, helping to set clear expectations and establish accountability. With comprehensive sections for timeline, deliverables, and stakeholder engagement, it ensures that all PMP requirements are systematically covered. You can adjust the charter to meet your project demands and organizational standards.Project charter template (Northwest Territories Government)
This template from the Government of Northwest Territories in Canada comes in a Word document format, and you can use it as for initiating and defining new projects. It already outlines key project charter sections such as objectives, scope, stakeholders, deliverables, timelines, and resource allocation. The sections also comes with clear instructions as well as tables so you can write down the contents smoothly. Towards the end, you can fill out a checklist for seeing if you’ve completed all of the necessary information. Beyond initial project definition, the template serves also as an authorization document, helping you to secure necessary approvals and commitments.
How to create a project charter template in Lumiform
You can quickly set up and customize templates using Lumiform’s drag-and-drop form builder based on your project’s needs. Edit sections easily—such as project objectives, timelines, and team roles—and use multiple input types like text fields, checkboxes, and photos for more precise documentation and clarity. These make it simple to gather comprehensive details without extra hassle.
Once your template is complete, share it with your team for easy collaboration. You can even assign tasks directly on the app so each team member knows their role. It’s also possible to generate an instant PDF report to share with stakeholders.
Since you can save and access the template on the app, it’s always available as a real-time reference. Any updates you make will automatically sync for the entire team, helping to avoid miscommunication and keep everyone aligned.