The 10 steps to a smart project charter is quite easy to follow. When a project comes to you as a client, you are charged with the responsibility of delivering a project to meet the expectations of the customer. If you’re not sure what that really means, let me explain it to you. You must deliver a project that meets or exceeds the customer’s expectations in both scope and cost. You must write down everything in a project proposal template so you have the clarity on all aspects of the project.
A smart project charter begins with an assessment of what the project will require. Then, you must develop a charter that describes those steps. This “stage” of the process is called scope. The next “step” is writing the scope. Once the scope is ready, it goes to the next stage, called development. This is where the real work begins – designing and implementing the project.
All the “steps to a smart project charter” listed above apply to each of the projects I work on. Some have more steps than others, but they all share common characteristics. Each stage has a defined purpose, and each must be effectively addressed. At each step, you must document what activities have been completed and what is still required. Finally, all the steps must be balanced with time constraints and budgets.
In planning, there are certain “what ifs,” “what might be possible,” and “what could be left out” that need to be accounted for in your budget. The answer to these questions will allow you to design a budget that gives you room for error. The 10 steps to a smart project charter don’t address all the possible scenarios you might face. However, you can use them as a guide to help you address them. For example, when developing a smart project charter, you may consider the following:
A good charter proposal needs to be able to outline the project’s goals. Goals must be clearly stated in a document that is easy to understand and complete. They must be the single most important factor in determining whether your project will be successful. Without a clearly stated goal, there is no way to measure its success or to determine if it is even worth pursuing. All the steps to a smart charter proposal should address the goals of the project in some detail.
How to document and track progress during the project is the next phase. All the steps to a charter proposal should have a method for documenting and tracking progress. This is particularly important in the early stages of the project because you do not want to waste resources or money. The document should also document the activities that are needed to meet the defined goals of the charter.
The final phase is probably the most important. It is usually called “due diligence.” In this phase, you verify that the charter is the right thing for the project, that it meets the charter’s requirements, and that it is a reasonable document. All of these things will help you achieve success.
To recap, smart project charters are those that focus on making sure the project delivers the required services and results. They do this by identifying the customer, setting expectations, creating a charter, creating a business case, documenting progress, documenting risk management, and checking all the phases. These steps might seem very broad, but they are very effective. When done well, they create a charter and a successful project. They are also a model for other successful projects and will help to guide your own project.
There are many smart steps involved, but I’ll give you one of the most important first: Choosing the right audience. Your charter proposal needs to be focused on the people who will be working on the project. It should be written for your target audience. If you’re writing a charter proposal for an outside organization, you need to be more specific about what you expect from that organization. For example, if you’re developing a proposal for a government organization, you might want to write more towards project managers, stakeholder Analysis, and consultants.
Now, let’s talk about some of the other steps. The next step in this process is planning. If you have your business plan in place before you begin the process, you’ll be able to identify exactly what you want to cover, when you want to cover it, how you want to cover it, and what you expect to get out of the process. This planning stage can be tremendously useful when you start the project as it will help you avoid doing certain things that may only serve to waste time and money.
One of the last steps to a successful charter proposal is to prepare all the final documents. Once you have your business plan in place, you’ll want to finalize all the documents, such as your mission statement, your budget, your company description, and your business objectives. These final documents are what proves to the stakeholders that your project is indeed the right one for them.
You also want to get this document finished well before the project begins so that if there are any issues during the course of the project, the team has a chance to iron out any problems before they affect the rest of the team. Remember, this is a big investment, and you don’t want any issues with the project to come up just as you did with the smaller business that got away.