Project Charter Template.

THE BASICS

Job number

(to be filled in later)

Client

Title

Description

Contract manager

Project manager

Site address

Start date

Target end date

Opportunity number

Company bid writer

Order value

$

fixed price / reimbursable (delete as appropriate)

Where are the invoicing details?

Including the address, frequency & triggers.

Where is the budget?

Where on server? What’s the file name?

Study

Consultancy

Implementation

Project Management

KEY CLIENT CONTACT DETAILS

Name

Organization

Telephone

E-mail

COMPANY ROLES, RATES & RESOURCES

Rates ($/hr)

Role

Staff names

Day

Night

Project Director

Project Manager

Senior Engineer

Engineer

Junior Engineer

Apprentice

CAD

Any other resource requirements?

Scissor lifts or other equipment? Staff training including health & safety training, MS Project for planning, etc.?

Does the PM foresee any problems regarding IT or office space requirements?                 Yes / No

If yes to either, speak to the IT or office manager.

Do we expect there to be any night work?

Are staff expected to book any overtime?

Will our staff get paid a site-work allowance?

Should staff add notes on their timesheet?

CLIENT REQUIREMENTS

Our scope

What are we getting paid to do?

Documentation currently available

What do we already know?

(e.g., contract, sub-consultancy agreement, accepted quote, e-mails, correspondence, relevant preceding job documents)

Constraints

What will restrict our work?

(Working hours, site access, site inductions, supplier or resource unavailability?)

Tell the client of any they don’t know.

Timesheet sub-projects

List any sub-projects you (or the client) need setting up on the timesheet system.

Do we need to give the client copies of supplier invoices to get reimbursed?                Yes / No

Is our insurance cover sufficient for the client/network rail?                                Yes / No