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Project management charter template

Project management charter template

This template organizes your project essentials—from objectives and scope to team roles and budgets. Use this resource to bring clarity and alignment across every stage of your project.

Use this template
or download pdf
Project management charter template

This template organizes your project essentials—from objectives and scope to team roles and budgets. Use this resource to bring clarity and alignment across every stage of your project.

Use this template
or download pdf

About the Project management charter template

At the start of a project, you’re taking into account multiple factors like project timelines, budgets, stakeholders, and more. This project management charter template gives you a ready-to-use tool to align your team on all of these and clarify the project scope from the get-go. It simplifies your planning process so you can focus on driving results, not just the details.

Key elements of the project management charter template

Here are the essential sections that make your charter comprehensive and actionable:

  1. Project overview: This section captures the big picture: your project’s title, objectives, scope, and main deliverables. Setting these details early defines what the project is intended to achieve and establishes clear expectations for scope and outcomes.
  2. Project team: You’ll list down the project sponsor, manager, and team members to clarify each person’s role and contributions. This section also includes key stakeholders, identifying who needs to stay informed or provide input.
  3. Project governance: Establishing governance details, such as reporting requirements and the communication plan, promotes transparency and smooth operations. You’ll also outline how and when updates will be shared to keep stakeholders in the loop.
  4. Project success criteria: To measure success, define clear performance indicators and acceptance criteria. You’ll set benchmarks for tracking progress and determining if the project meets its goals. By setting success standards, you’ll know exactly when deliverables meet expectations.

When to use the project management charter template

The project management charter template is invaluable when you’re launching any new project, especially if it involves multiple teams, tight timelines, or complex deliverables. Use this template at the start of your project to set clear objectives, assign roles, and establish communication guidelines that keep everyone on the same page from day one.

This template is also ideal for projects with significant stakeholder involvement, where transparency and structured reporting are crucial. By laying out key expectations and success criteria upfront, you make it easier to track progress and manage resources.

Download Lumiform’s project management charter template today

Keep your projects organized, clear, and on track from the start with the help of this project management charter template. Capture crucial details from objectives to timelines in one easy-to-follow format, making it simpler for your team to stay aligned at every stage. Try it today and see the difference in your workflow!

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Preview of the template
Page 1
Project Overview
Project Title
Project Objectives
Project Scope
Project Deliverables
Project Timeline
Project Budget
Project Team
Project Sponsor
Project Manager
Project Team Members
Stakeholders
Project Governance
Project Reporting Requirements
Project Communication Plan
Project Risk Management Plan
Project Change Management Process
Project Success Criteria
Key Performance Indicators
Project Acceptance Criteria
Project Closeout Procedure

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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.

What is a project charter? A practical guide with templatesProject management system: Best implementation strategiesProject status report: A definitive guide for teams and professionals
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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
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Use cases

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

Project charter softwareProject management system softwareProject status report software
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Other resources

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Writing a project status report4 ways process improvement increases profitsChoosing a management style to followThe three top change management models you should know

Frequently asked questions

What’s the difference between a project charter and a project plan?

A project charter outlines the project’s purpose, scope, objectives, and key roles at a high level—it’s essentially the “why” and “what” of the project. A project plan, on the other hand, goes deeper into the “how,” covering detailed schedules, resources, and specific tasks to achieve the charter’s goals.

How do I determine the project scope in a charter?

To define the project scope, list what’s included and excluded in terms of objectives, deliverables, and activities. Think about project boundaries–what the project will accomplish, any limitations, and how it will fit within larger organizational goals.

Who should approve the project management charter before starting?

Typically, the project sponsor, senior management, or other key stakeholders should approve the charter. Approval at this level provides the authority needed to allocate resources and ensures alignment with organizational priorities. Involving all relevant parties early also reinforces commitment to the project.

Can I update a project charter mid-project?

Yes, updating a charter mid-project is possible, but approach it carefully. Major shifts in objectives, scope, or roles may require charter adjustments, especially if they affect resources or timelines. Always consult stakeholders and get approval for changes to avoid confusion.


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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