Project Charter

Create a comprehensive charter of your project using guided inputs and Straten AI assistance.

Charter Setup Reminders

⚖️ Do’s and Don’ts for Project Charter

✅ Do:

  • Confirm alignment on business objectives, not just tasks
  • Over-communicate in the first 2–3 weeks
  • Document assumptions and decisions in real time
  • Ask “what success looks like” in the client’s own words

🚫 Don’t:

  • Assume alignment just because people nodded
  • Let silence during planning go unchallenged
  • Rely on tools before you’ve built trust and clarity
  • Start without defining how decisions will be made

📘 Project Charter Guidelines

Use this framework to define and authorize your project. Each section ensures alignment, clarity, and accountability before execution begins.

1. Project Title & Objective

Define the project name and clearly state the business objective or problem this project addresses.

2. Stakeholders & Roles

List all key stakeholders, their roles, and responsibilities. Include sponsor, project manager, team members, and affected parties.

3. Timeline & Milestones

Outline major phases, milestones, and expected completion dates. Set high-level timeframes for review.

4. Success Metrics & OKRs

Define key results and measurable success indicators. Align with company or team OKRs if applicable.

5. Risk Assessment

Identify initial project risks or uncertainties that could affect scope, timeline, or budget.

6. Communication Plan

Describe how updates will be shared with stakeholders (e.g., frequency, format, tools used).

7. Resource Allocation

Summarize what internal/external resources are required, including teams, tools, or budget allocations.

8. Governance & Decision-Making

Define how decisions will be made, by whom, and under what escalation pathways if issues arise.

9. Execution Methodology

Specify the delivery model (e.g., Agile, Waterfall, hybrid) and how work will be tracked and reported.

10. Dependencies & Interlinks

Identify any interdependent projects, external constraints, or sequencing issues that must be considered.

11. Risk Management

Include preliminary plans for mitigating or responding to risks if they materialize.

12. Success Metrics (Repeat Confirmation)

Reaffirm how success will be measured. Use this to align stakeholder expectations at project kickoff.

13. Final Notes or Constraints

Note any special conditions, limitations, or assumptions that could impact execution or scope.

Project Charter Template

Complete the inputs below to initiate your strategic project. Use Velora to assist you in creating questions.

1. Project Title & Objective
  • 🎯 Define a clear outcome or deliverable
  • 📌 State the business or strategic relevance
  • 🧭 Clarify constraints (time, scope, resources)
2. Stakeholders & Roles
  • 👥 Identify decision-makers and influencers
  • 🔄 Define communication flow and reporting
  • 🛠️ Assign responsibilities per workstream
3. Timeline & Milestones
  • 📅 Set milestone dates and phase transitions
  • 🧩 Align tasks with dependencies and owners
  • 📈 Monitor risks to schedule changes
4. Success Metrics & OKRs
  • 🎯 Identify measurable outcomes or KPIs
  • 🧮 Link metrics to business or team objectives
  • 🔍 Plan for data sources and measurement cadence

📒 Notes

5. Risk Assessment
  • ⚠️ Identify internal and external risk factors
  • 📉 Evaluate impact and likelihood
  • 🛡️ Plan mitigation or response strategies

📒 Notes

6. Communication Plan
  • 📣 Define frequency and channels of communication
  • 👥 Tailor updates for key stakeholder groups
  • 🧾 Include decisions, status, and blockers

📒 Notes

7. Resource Allocation
  • 👤 Identify key personnel and their availability
  • 🛠️ Allocate tools, software, or vendors
  • 💰 Estimate and align the budget to milestones

📒 Notes

8. Governance & Decision-Making
  • 🏛️ Define who has decision authority and escalation paths
  • 🗂️ Log all major decisions for visibility and accountability
  • 📆 Align governance checkpoints with project milestones

📒 Notes

9. Execution Methodology
  • ⚙️ Define framework (Agile, Waterfall, or Hybrid)
  • 📌 Explain planning, execution, and iteration cycles
  • 📋 Clarify how performance and delivery will be tracked

📒 Notes

10. Dependencies & Interlinks
  • 🔗 Identify upstream and downstream dependencies
  • 🧩 Flag cross-functional and technical interlocks
  • ⏱️ Assess potential blockers due to dependency delays

📒 Notes

11. Risk Management
  • 🛡️ Identify critical and emerging risks
  • 📉 List mitigation strategies with triggers
  • 📊 Assign owners and escalation protocols

📒 Notes

12. Success Metrics
  • 📈 Define measurable KPIs aligned to goals
  • 🎯 Include timeline targets and thresholds
  • 📋 Track progress with regular reporting cadence

📒 Notes

13. Final Notes or Constraints
  • 🚧 Capture any known constraints or limitations
  • 📌 Add final comments from key stakeholders
  • 🧾 Summarize any pending decisions or open items

📒 Notes

🧾 Consolidated Project Charter

🎯 Velora – Strategic Interview & Summary Question Generator

Powered by Straten AI, Velora generates strategic project questions to guide client interviews, stakeholder discussions, and executive-level reviews. Enter any topic, phase, or project challenge to receive tailored questions for discovery and alignment.

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