# Project Charter Template, Free to Fill Source: https://nerix.ai/templates/project-charter Agree why a project exists, what it will deliver, what it will cost and who decides, before work starts. Before you send it A charter is an agreement, not a plan of every task. Keep it short, write the goal and the limits in words that everyone reads the same way, and get the sponsor's sign-off before work or spending begins. Change it in writing when the project changes. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/project-charter) ### Project charter: New customer portal **Organisation:** Brightwater Analytics **Sponsor:** Eleni Papadakis, Chief Executive **Project manager:** Priya Nair **Date:** 11 January 2027 ## 1. Why this project Clients ask for the same reports every week by email, and our support team spends about 60 hours a month sending them. A self-service portal would save that time and give clients answers at any hour. ## 2. Objectives and measures of success Launch the portal for all clients by 30 June 2027. Move 80 percent of report requests to self-service within three months of launch. Keep the client satisfaction score at 4.5 out of 5 or above. ## 3. Scope **In scope:** Sign-in for clients, a report library, a download button, a help page and the connection to our reporting system. **Out of scope:** A mobile app, changes to how reports are made, and the migration of data older than 2024. ## 4. Deliverables A working portal, user guide, training for the support team and a launch plan. ## 5. Milestones | Milestone | Date | | Design approved | 26 February 2027 | | Test version with five clients | 30 April 2027 | ## 6. Budget EUR 85,000, including a 10 percent contingency ## 7. Team and roles Priya Nair, project manager Carlos Mendes, lead developer Aisha Khan, designer Daniel Costa, support lead (client voice) **Others to keep informed:** Head of Sales, Data Protection Officer, the client advisory group ## 8. Risks and assumptions Risk: the reporting system's connection takes longer than planned. We will test it in the first month. Assumption: clients agree to sign in with their email. ## 9. Authority and changes The project manager decides day-to-day matters within this charter. Any change to the scope, the budget or the dates is agreed with the sponsor in writing before it is made. ## 10. Approval Sponsor: Eleni Papadakis, Chief Executive Signature: ______________ Date: ______________ Project manager: Priya Nair Signature: ______________ Date: ______________ Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. IT and projects ## What this template is for A project charter on one page or two: why the project exists, goals, scope and what is left out, deliverables, milestones, budget, team, risks and who approves. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all IT and projects templates](https://nerix.ai/templates/it-projects) IT and projects ## What you fill in The form asks for 15 details. The document fills itself in as you type. - ### Project name For example: New customer portal - ### Organisation For example: Brightwater Analytics - ### Sponsor (who pays and decides) For example: Eleni Papadakis, Chief Executive - ### Project manager For example: Priya Nair - ### Date of the charter For example: 11 January 2027 - ### Why this project (the problem or chance) For example: Clients ask for the same reports every week by email, and our support team spends about 60 hours a month sending them. A self-service portal would save that time and give clients answers at any hour. - ### Objectives and how success is measured One per line, each with a number or a date. For example: Launch the portal for all clients by 30 June 2027. Move 80 percent of report requests to self-service within three months of launch. Keep the client satisfaction score at 4.5 out of 5 or above. - ### In scope For example: Sign-in for clients, a report library, a download button, a help page and the connection to our reporting system. - ### Out of scope What the project will not do. This prevents arguments later. For example: A mobile app, changes to how reports are made, and the migration of data older than 2024. - ### Main deliverables For example: A working portal, user guide, training for the support team and a launch plan. - ### Milestones One line for each milestone, in order. - ### Budget For example: EUR 85,000, including a 10 percent contingency - ### Team and roles For example: Priya Nair, project manager Carlos Mendes, lead developer Aisha Khan, designer Daniel Costa, support lead (client voice) - ### Main risks and assumptions For example: Risk: the reporting system's connection takes longer than planned. We will test it in the first month. Assumption: clients agree to sign in with their email. - ### Other people to keep informed (optional) optional For example: Head of Sales, Data Protection Officer, the client advisory group IT and projects ## What is inside The parts of this document, in order. - 1 1. Why this project - 2 2. Objectives and measures of success - 3 3. Scope - 4 4. Deliverables - 5 5. Milestones - 6 6. Budget - 7 7. Team and roles - 8 8. Risks and assumptions - 9 9. Authority and changes - 10 10. Approval Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=project-charter) ### Was this template helpful? IT and projects ## Questions people ask ### What details does this template ask for? The form asks for 15 details, starting with Project name, Organisation, Sponsor, Project manager, Date of the charter. 1 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### What should I check before I use this template? A charter is an agreement, not a plan of every task. Keep it short, write the goal and the limits in words that everyone reads the same way, and get the sponsor's sign-off before work or spending begins. Change it in writing when the project changes. ### Are these IT and project templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Does a security policy make us secure? No document does that alone. A policy helps when it matches what people really do, so keep it short, explain it to your team and review it every year. ### Is a project charter only for large projects? No. A small project benefits too, because one page that names the goal, the limits and the decision maker prevents most arguments later. Templates ## More in IT and projects - [API integration specification Specify how two systems connect: what data moves, how it is secured, how errors are handled and who owns it. IT and projects](https://nerix.ai/templates/api-integration-specification) - [Architecture decision record Record a technical decision with its context, options, reasons and consequences, for the team to find later. IT and projects](https://nerix.ai/templates/architecture-decision-record) - [Bring your own device policy Set the rules for using personal phones and laptops for work: security, privacy, support and leaving. IT and projects](https://nerix.ai/templates/byod-policy) - [Bug report Report a software problem so a developer can repeat it, judge its impact and fix it. IT and projects](https://nerix.ai/templates/bug-report) - [Change management plan Plan how people will be told, trained and supported through a big change, and how you will know it worked. IT and projects](https://nerix.ai/templates/change-management-plan) - [Change request Ask for a change to a project or system, show its impact and record whether it is approved. IT and projects](https://nerix.ai/templates/change-request) [See all IT and projects templates](https://nerix.ai/templates/it-projects) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long tasks](https://nerix.ai/product/tasks) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [IT and projects](https://nerix.ai/templates/it-projects)