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PMP project charter template

PMP project charter template

Create a strong foundation for your projects with this template, designed to help you define clear objectives, responsibilities, and key milestones.

Use this template
or download pdf
PMP project charter template

Create a strong foundation for your projects with this template, designed to help you define clear objectives, responsibilities, and key milestones.

Use this template
or download pdf

About the PMP project charter template

It’s essential to have a clear, structured plan when tackling a new project, which is where this PMP project charter template comes in. As guided by PMP (Project Management Professional) standards, the template helps you define objectives, deliverables, resources, and responsibilities. It’s ideal for project managers and teams who need an easy, consistent way to outline project essentials and set expectations.

How to use the PMP project charter template

Here’s a step-by-step guide to setting up the template and putting it to work for your team:

  1. Start with project basics. Open the template and fill in the foundational details, such as the project title, sponsor, and manager. This step anchors your team’s understanding of the project’s purpose and clarifies roles early on.
  2. Define your project objectives and scope. List clear objectives to align your team on the project’s goals and impact. Then, outline what’s in scope and what’s not. Being specific here prevents scope creep, allowing your team to stay on target without unnecessary distractions.
  3. Assign responsibilities and resources. Add key team members and clarify their roles, then estimate the resources they’ll need. This ensures every team member knows their part in the project.
  4. Set and track critical milestones. Identify the key milestones you’ll track throughout the project. These could include design completions, testing phases, or deadlines. Milestones act as checkpoints, helping your team stay on schedule and allowing you to catch issues early.
  5. Review and communicate the charter. Once your template is complete, review it with all stakeholders. Use clear communication channels to keep everyone updated on progress. This way, every team member is aware of how they contribute to the broader project vision.

Customizing the PMP project charter template

You can quickly edit the PMP project charter template to fit your organization’s needs.

Feel free to leverage multiple input types. You can use dropdown menus for expressing items like risk level (e.g. high, medium, low). Another option is to add simpler yes-or-no entries or sections for uploading visuals and charts.

It’s also important to include fields for regulatory requirements to ensure compliance. Depending on your industry, this could mean adding sections for health and safety standards, quality benchmarks, or environmental compliance checks.

You might also personalize the language in the template. Your company or industry might prefer to use specific terms–for example, using “outcomes” instead of “deliverables” if that’s how your team communicates.

Get your own PMP project charter template now

Streamline your project setup and bring clarity to every phase with this project charter template. From defining objectives to assigning roles, it supports you in keeping projects on track and fully aligned. Start using it today to simplify planning, enhance accountability, and drive real results for your projects.

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Preview of the template
Page 1
Project Overview
Project Title
Project Sponsor
Project Manager
Business Objectives
Project Description
Project Scope
In-Scope
Out-of-Scope
Key Deliverables
Project Constraints
Project Assumptions
Project Schedule
Project Start Date
Planned End Date
Critical Milestones
Project Resources
Key Project Team Members
Roles and Responsibilities
Resource Needs
Project Risks
Identified Risks
Risk Mitigation Strategies
Project Communication
Stakeholder Communication Plan
Communication Channels
Project Approval
Project Sponsor Approval
Project Manager Signature
Project Sponsor Signature
Date

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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.

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Template collections

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

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Use cases

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Frequently asked questions

What information should I always include in a PMP project charter?

A well-rounded PMP project charter should cover the project’s purpose, objectives, scope, high-level deliverables, roles and responsibilities, resource needs, key milestones, and any known risks or assumptions. Including these essentials creates a clear, shared understanding.

Who is responsible for creating and approving the PMP project charter?

Typically, the project manager drafts the project charter, consulting with key stakeholders to capture necessary details. Approval usually comes from a project sponsor or senior management, who will review it to confirm alignment with organizational goals.

Can I update the project charter once a project has started?

Yes, though it’s generally advised to keep updates minimal. However, if major changes occur in project scope, resources, or objectives, updating the charter can be helpful. To keep everyone on the same page, communicate any changes to stakeholders, and document them within the charter.

What are common mistakes to avoid when writing a PMP project charter?

Avoid being overly vague with objectives or scope, as this can create confusion and scope creep later on. Another common mistake is not involving key stakeholders enough, which can lead to misalignment. Lastly, ensure that timelines are realistic—overestimating timelines can set the project up for unnecessary pressure.


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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