Preliminary Project Charter


Preliminary Project Charter Worksheet

Instructions: Complete this project charter worksheet according to the instructions in section 4.1 of A Guide to the Project Management Body of



1. Project title:


2. High-level project scope (less than 50 words)





3. Problem to be solved or opportunity to be realized by this project (less than 25 words)





4. Project purpose or justification including specific measurable business impacts or results (less than 50 words)





5. Measurable project objectives and related success criteria including metrics (Provide three to four objectives with metrics)





6. High-level requirements (less than 100 words)





7. High-level risks (less than 100 words)





8. Summary of high-level milestones schedule (identify the major deliverables and subtasks)





9. Summary of high-level budget including expense dollars, capital dollars, and headcount (identify costs for major deliverables and tasks

identified in the preceding milestone schedule)