Project mandate template headings5/2/2023 Financial and project timing goals Financials The Financials and Milestones section summarizes the financial justification for the project (pulled from the financial tab inputs) and shows the major timeline for the project. The project champion is often an executive who has a keen interest in seeing the project completed. The project manager is the person who will own the project and be responsible for all aspects of it’s approval and implementation. Examples of business needs include productivity, sales growth, and enhancements to the customer experience. The business need is the verbal justification for the project. The project description will often get more attention that any other section of the charter, especially when being reviewed by executives. Be specific and succinct at the same time. Header Information Project Descriptionĭescribe the project in one or two sentences. The header information summarizes the project description, business need, and project ownership / approval. Training Tab – Charter Training Tab – Financials Template Fields Here are the two training tabs, one for the charter and the other for the financial inputs. Project Charter Excel Template – Great for Large Projects The format is crisp, and we’ve added a financial justification tab with help from Matt Macarty’s video. This first template is a project charter workbook we put together that includes a financial analysis tab, training tab, and one-page charter ( download here).
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