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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.

Use this template
or download pdf
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.

Use this template
or download pdf

About the PMI project charter template

This PMI project charter template provides you with a structured framework for setting clear objectives and guiding your team toward a common goal. Grounded in the Project Management Institute’s (PMI) standards, it guides you through outlining your project’s scope, key objectives, stakeholder expectations, and critical resources. With this template, your team can stay aligned from the start, streamlining project management so you can focus on execution and delivering results.

Key elements of the PMI project charter template

Each section of the template plays a vital role in your project:

  1. Project scope: This section lays out the project’s goals, boundaries, and objectives. Here, you define the overall purpose and outcomes, giving your team a clear vision of what the project will accomplish.
  2. Stakeholders: Identify the project’s key stakeholders, including their roles, requirements, and expectations. This supports you with taking into account each stakeholder’s needs, fostering alignment and support throughout the entire project.
  3. Project organization: You’ll then list down the project sponsor, project manager, and other essential team members. Clarify each role to establish accountability across the team and let everyone know about their responsibilities.
  4. Project management plan: In this part of the charter, you’ll outline critical management plans, including the project scope, schedule, costs, and risks. This leads to a roadmap for how the project will be managed, with structured guidance.
  5. Project approval: This is the final, critical step. You’ll get formal authorization from the project sponsor here, signaling alignment and readiness to proceed. This establishes the project’s official starting point, with everyone fully on board.

Tips for using the PMI project charter template

To fully leverage the template, here are some best practices to keep in mind.

Set realistic timelines to maintain momentum and quality throughout the project. You can consider how you’ll break down the project into smaller milestones, then identify potential bottlenecks and give enough buffer time to handle those without delaying the whole schedule too much.

Be as specific as possible with the scope and objectives from the start. List out what the project will and will not include, then review this with key stakeholders to ensure alignment. Vague goals can lead to scope creep, where the project slowly expands beyond its initial plan, creating unnecessary delays and resource strain.

Being flexible with changes is another key strategy for project management. Projects often encounter unexpected developments, from changes in stakeholder needs to sudden obstacles. You can set periodic check-in points to review the charter for this.

Get started with Lumiform’s PMI project charter template today

Bring structure and clarity to your project with this PMI project charter template. Outline essential details, from objectives and timelines to key stakeholders and responsibilities, keeping your team aligned and focused. This template makes planning much easier for you so you can drive your project towards success.

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Preview of the template
Page 1
Project Scope
Project Title
Project Objectives
High-Level Requirements
Deliverables
Project Boundaries
Assumptions
Constraints
Stakeholders
Key Stakeholders
Stakeholder Requirements
Stakeholder Expectations
Project Organization
Project Sponsor
Project Manager
Project Team
Organizational Structure
Project Management Plan
Scope Management Plan
Schedule Management Plan
Cost Management Plan
Quality Management Plan
Human Resource Management Plan
Communications Management Plan
Risk Management Plan
Procurement Management Plan
Project Approval
Project Charter Approval
Signature of Project Sponsor
Date of Approval

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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.

Project closure: An essential guide for teamsWhat is a project charter? A practical guide with templatesProject management system: Best implementation strategies
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Template collections

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

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

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Frequently asked questions

What is the main purpose of a project charter?

A project charter formally authorizes a project, providing a foundation for objectives, scope, and stakeholder expectations. It sets clear goals, outlines responsibilities, and defines essential project parameters. By aligning all stakeholders from the start, it establishes the project’s direction and scope, keeping everyone focused on shared outcomes.

What should I include in the project charter?

A project charter should include the project’s purpose, scope, objectives, high-level requirements, key stakeholders, roles and responsibilities, and initial risk assessments. You should also outline major deliverables, constraints, assumptions, and approval requirements.

Who should be involved in creating the project charter?

The project manager, project sponsor, and key stakeholders should be involved in creating the project charter. Each brings valuable insights—stakeholders share their expectations, the sponsor authorizes the project, and the project manager defines resources and timelines. Through collaboration, the charter can reflect accurate expectations and realistic goals.

How detailed should the objectives be in a project charter?

Objectives should be specific and measurable but not too detailed. Clear, focused objectives provide a roadmap for the project’s direction, giving enough detail to guide the team without overwhelming them. Aim for concise, action-oriented objectives that highlight expected outcomes and help keep the project on track.


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.
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