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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.

Use this template
or download pdf
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.

Use this template
or download pdf

About the Simple project charter template

This simple project charter template allows you to quickly define your project goals, scope, and roles, so everyone’s clear on the game plan. Using this template, you’ll be able to keep key details in one place, from high-level objectives down to individual responsibilities. You can then stay organized and focused as you bring your project to life.

Create a clear roadmap with a project charter template

This simple project charter template is designed to help you get an organized start to any project. It’s divided into straightforward sections covering key areas—from objectives and scope to resources and timelines—making it easy to capture essential details. You can quickly define what’s included in the project, set objectives, and assign roles, keeping everyone aligned and minimizing misunderstandings.

The template also includes dedicated sections for risks and stakeholder management, so you can address possible challenges and set up effective communication plans. With all of this information readily available, you’re not only doing thorough planning but also maintaining proper documentation.

How to use the simple project charter template

Using the template is a great way to keep projects on track. Here’s a quick guide to make the most of it:

  1. Define your project basics. Start by filling in the title, sponsor, manager, and key dates. These foundational details give everyone a quick reference for core project information.
  2. Outline objectives and success measures. Write down your project goals and the metrics for success. This keeps the team focused and gives you a clear way to track progress.
  3. Establish project scope. Use this section to clearly state what is included in the project and what isn’t. Defining scope helps avoid distractions and scope creep.
  4. Assign roles and responsibilities. Identify each stakeholder’s role and responsibilities to promote accountability and clarify who to contact for each part of the project.
  5. Document risks and resources. Include how you plan to address risks, then outline the necessary resources. By anticipating challenges and needs upfront, you’re setting up for smoother execution.
  6. Plan timeline and approvals. Detail key milestones and deadlines for the project timeline.

You can then obtain approvals from stakeholders and sponsors to officially kick off the project.

Download your simple project charter template today

From setting clear objectives to tracking milestones, this template aids you in staying organized and on schedule. You can easily adapt it for any project, making it simple to share with the team and maintain consistency across your workflows With intuitive features like task assignments and easy sharing, you’ll have a reliable tool to keep projects running smoothly.

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Preview of the template
Page 1
Project Overview
Project Title
Project Description
Project Sponsor
Project Manager
Project Start Date
Project End Date
Project Objectives
What are the key objectives of this project?
How will the success of this project be measured?
Project Scope
In scope - What is included in this project?
Out of scope - What is not included in this project?
Are there any constraints or limitations for this project?
Are there any assumptions made for this project?
Project Stakeholders
Who are the key stakeholders for this project?
What are the roles and responsibilities of each stakeholder?
How will stakeholders be managed and communicated with?
Project Risks
What are the key risks associated with this project?
What is the mitigation plan for each risk?
Project Resources
What resources (e.g. budget, personnel, equipment) are required for this project?
How will these resources be managed and allocated?
Project Timeline
What are the key milestones and deliverables for this project?
What is the high-level project plan and timeline?
Approvals
Project Sponsor Approval
Project Manager Approval
Additional Approvals (if required)

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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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Frequently asked questions

What should I include in the project scope section of a project charter?

In the project scope section, include everything the project will cover, as well as what it won’t. Define specific deliverables, tasks, and boundaries to give everyone a clear picture. For example, if you’re launching a new product, outline design, development, and testing, but note that marketing may be out of scope.

Who usually approves a project charter before work begins?

Typically, the project sponsor or a key stakeholder approves the project charter before kickoff. This approval process confirms alignment on goals, scope, and resource needs. In larger projects, executive leadership or a project management office (PMO) might also review and approve the charter.

Can I edit a project charter after the project starts?

Yes, you can edit a project charter after the project starts, but any updates should be carefully managed and documented. If major changes are needed, like scope adjustments or new deliverables, you should get approvals from the same stakeholders who signed off initially.

What are common mistakes to avoid when creating a project charter?

A common mistake is being too vague—be specific about goals, scope, and roles to avoid confusion later. But don’t overload the charter with details, either. It should be a concise guide, not a full project plan. Finally, overlooking stakeholder input can lead to misalignment, so consult with key stakeholders early.

How should I handle risks that aren’t fully known at the start of a project?

To handle these risks, outline potential areas of concern and create a starting plan to monitor and manage them. For example, if market conditions might affect timelines, note this and plan for periodic risk assessments. With an ongoing risk review process, you can address issues as they come up.


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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