Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Contact salesLog in
Sign up
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safetyQualityOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
Templates
Agile project charter template

Agile project charter template

Get your Agile project off to a focused start with this practical project charter template. Define clear goals, assign roles, and outline key objectives to keep your team aligned.

Use this template
or download pdf
Agile project charter template

Get your Agile project off to a focused start with this practical project charter template. Define clear goals, assign roles, and outline key objectives to keep your team aligned.

Use this template
or download pdf

About the Agile project charter template

When you’re launching an Agile project, you need a clear charter to keep your team anchored in the project’s goals. This Agile project charter template will help you stay focused, align with stakeholders, and move the project forward. Designed to serve as your project’s guiding document, this template guides you in outlining objectives, scope, and roles—so you can start strong and keep everyone on track until project completion.

Boost efficiency with an Agile project charter template

This Agile project charter template guides you through each project stage with a simple, organized layout.

It begins with an overview section, where you outline the project title, description, and main objectives, setting the stage for the whole team. Next, the stakeholder section allows you to assign roles and specify who’s accountable for each area, ensuring no responsibilities fall through the cracks. As you scroll down, you’ll be able to write down risks, constraints, and dependencies—which is critical for spotting potential challenges early on.

This gives you a comprehensive vision for the project. With everything laid out clearly, you can lead your team to success, one well-defined sprint at a time.

How to use the Agile project charter template

Follow these steps to set up the template and keep it actionable across your team:

  1. Start with the basics. Begin by filling in the project overview section and giving a quick description of the project. This gives everyone a high-level view of the project’s purpose and what success looks like.
  2. Define roles clearly. You’ll then assign roles and responsibilities, from the project sponsor to key team members. This step is essential to avoid confusion and make sure each team member knows their part.
  3. Set your project approach and timeline. Select your agile methodology (e.g., Scrum or Kanban) and set sprint durations and the number of sprints. This keeps your team aligned on timelines and delivery cadence, whether you’re planning bi-weekly or monthly releases.
  4. Identify risks and constraints. Outline any potential risks, assumptions, and constraints. This allows your team to stay proactive about potential challenges, minimizing surprises down the line.
  5. Establish success criteria. Finally, specify how you’ll measure project success, including KPIs and user acceptance criteria. Everyone can then have a clear target, allowing you to track progress meaningfully throughout each sprint.

Download Lumiform’s Agile project charter template today

Guide your team efficiently through your next Agile project with this template, which simplifies project setup–from defining roles to tracking progress. With dedicated sections for objectives, risks, and key performance indicators, it streamlines every step of the process. Improve your team’s productivity now with a tool that’s designed for easy updates and smooth collaboration!

Related categories

  • Operational excellence templates
  • Quality management templates
  • ICT templates
  • Professional services templates
  • Leadership and management templates
  • Quality assurance templates
  • Templates for business processes
Preview of the template
Page 1
Project Overview
Project Title
Project Description
Project Objectives
Project Scope
Stakeholder Information
Sponsor Name
Sponsor Role
Product Owner Name
Product Owner Role
Key Stakeholders
Project Approach
Agile Methodology
Sprint Duration
Number of Sprints
Delivery Cadence
Project Risks & Constraints
Key Risks
Assumptions
Dependencies
Constraints
Success Criteria
Key Performance Indicators
User Acceptance Criteria
Project Completion Criteria

More templates like this

PMI project charter template
PMI project charter template
Start strong with a project charter template that outlines your project’s scope, objectives, and stakeholders. It offers a clear structure to set up a well-defined project.
Leadership and management templates
Project charter template
Project charter template
Get started on your project with this template, designed to define key goals, roles, and timelines. It lays out the essential framework for guiding your team.
Leadership and management templates
Simple project charter template
Simple project charter template
Get a strong start on any project with this project charter template. Define goals, scope, and team roles clearly to align your team and set a clear path for success.
Quality assurance templates
Six Sigma project charter template
Six Sigma project charter template
This template helps you define scope, set goals, allocate resources, and communicate with stakeholders for efficient project execution. Download now!
Quality assurance templates
Project management charter template
Project management charter template
This template is for organizing your project essentials—from objectives and scope to team roles and budgets. Use this resource to bring clarity and alignment across key stages.
Leadership and management templates
Project team charter template
Project team charter template
Build a strong foundation for your team’s next project with this project team charter template. Use it to outline roles, set team goals, and establish collaboration guidelines.
Leadership and management templates

Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

What is a project charter? A practical guide with templatesProject closure: An essential guide for teamsProject management system: Best implementation strategies
See all topic guides

Template collections

See comprehensive collections of best practice templates related to this topic.

9 free project charter templates for your teamBest free project risk assessment template collectionProject status report template: Best 14 free picks
See all template collections

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Project charter softwareProject management system softwareProject status report software
See all use cases

Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

Writing a project status report4 ways process improvement increases profitsChoosing a management style to followUnderstanding and optimizing your business management

Frequently asked questions

How is an Agile project charter different from a regular project charter?

An Agile project charter is more adaptable than a traditional project charter, allowing for adjustments as project needs evolve. Unlike a regular charter, which is often rigid and detailed, an Agile charter provides a high-level vision and framework that evolves with each sprint.

What is the project charter in Agile?

In Agile, the project charter is a high-level document that outlines the project’s purpose, goals, and scope. It serves as a guiding framework for the team, clarifying roles, stakeholder expectations, and key objectives. Unlike detailed project plans, Agile charters are concise and designed to evolve as project requirements change.

Who is responsible for creating and maintaining the Agile project charter?

The project sponsor and product owner usually collaborate on creating the Agile project charter. However, maintaining it is often a shared responsibility between the product owner and project manager. Regular updates ensure the charter continues to reflect the project’s goals and current scope.

What common mistakes should I avoid when creating an Agile project charter?

Avoid overloading the charter with too much detail—Agile charters should be high-level and adaptable. Focusing on fixed outcomes rather than flexible goals can also limit adaptability. Another mistake is skipping stakeholder input, which can lead to misalignment. Lastly, neglecting to review and update the charter regularly can make it obsolete as project needs evolve.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
Lumiform logo
Platform
HomeSign upProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the app
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safetyQualityOperational excellenceRisk management and compliance
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play