Project Charter Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Project Charter Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Project Charter related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Project Charter specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Project Charter Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Project Charter improvements can be made.

Examples; 10 of the 994 standard requirements:


1. Has the customer or sponsor accepted a formal statement that the terms of the project charter and scope have been met?
   
   

2. Who should be the primary person responsible for deciding whether the changes to the project charter are necessary?
   
   

3. Is it a good idea to have the project managers responsibility and authority written in the project charter?
   
   

4. What would be your next course of action once you determine the factors that created schedule overrun?
   
   

5. Does the project charter confirm the results of business case decisions on alternatives and options?
   
   

6. Does adding safety to each task or activity ensure that the project will be completed as scheduled?
   
   

7. Where do you have high sensitivity to the scheduled receipt of equipment, software, or information?
   
   

8. How is managing IT projects from a project portfolio view different from a single project view?
   
   

9. What are the advantages of having the project team design its own metrics and measuring system?
   
   

10. What are the advantages of outsourcing the testing of the system to your organization overseas?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Project Charter book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Project Charter self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Project Charter Self-Assessment and Scorecard you will develop a clear picture of which Project Charter areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Project Charter Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Project Charter projects with the 62 implementation resources:


• 62 step-by-step Project Charter Project Management Form Templates covering over 1500 Project Charter project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Procurement Audit: Are procurement policies and practices in line with (international) good practice standards?
   
   

2. Schedule Management Plan: Were stakeholders aware and supportive of the principles and practices of modern software estimation?
   
   

3. Stakeholder Management Plan: Have Project Charter project team accountabilities & responsibilities been clearly defined?
   
   

4. Lessons Learned: Was the purpose of the Project Charter project, the end products and success criteria clearly defined and agreed at the start?
   
   

5. Project Scope Statement: Is the Project Charter project manager qualified and experienced in Project Charter project management?
   
   

6. Issue Log: Are there common objectives between the team and the stakeholder?
   
   

7. Responsibility Assignment Matrix: Are too many reports done in writing instead of verbally?
   
   

8. Human Resource Management Plan: Have process improvement efforts been completed before requirements efforts begin?
   
   

9. WBS Dictionary: Appropriate work authorization documents which subdivide the contractual effort and responsibilities, within functional organizations?
   
   

10. Team Performance Assessment: Can team performance be reliably measured in simulator and live exercises using the same assessment tool?


 
Step-by-step and complete Project Charter Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Project Charter project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Project Charter project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Project Charter project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Project Charter project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Project Charter project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Project Charter project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Project Charter project with this in-depth Project Charter Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Project Charter projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Project Charter and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Project Charter investments work better.

This Project Charter All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.