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To Create a Project Charter Open the QI Macros Project Charter Template for Excel. Identify Project Team's Name, business case, problem/opportunity, scope, goals and team members. Create a high-level project plan.

To Create a Project Charter Open the QI Macros Project Charter Template for Excel. Identify Project Team's Name, business case, problem/opportunity, scope, goals and team members. Create a high-level project plan.

What are the benefits of a project charter? The project charter clarifies and defines the project's objectives.The charter aligns the project's objectives with organizational objectives.The charter serves as the project's marketing tool when buy-in is needed from stakeholders.

The primary purpose of a project charter is authorizing the Project Manager (PM) to begin an approved project. It is officially signifying that they and their team are allowed to utilize organizational resources such as people, technology, and finances to complete the project objectives.

A project charter should only include three elements: your project objectives, scope, and responsibilities. Once your charter has been approved, you should then create a project plan. Your project plan builds on your project charter to provide a more in-depth blueprint of the key elements of your project.

Steps to writing a Project Charter Choose a Project Name. Identity the Purpose, Objective (Goal), and Project Specification. Set a Budget. Define Deliverables. Assess Scope and Risks. Create a Timeframe or Milestones. List Key Stakeholders. Layout Team Roles and Responsibilities.

From the Home tab, click Create and choose Browse All Solutions. Type ?Project with Gantt Timeline? in the Search box or select Projects from the category list. Click on the Project with Gantt Timeline tile, then click the blue Use button. Name your template, choose where to save it, and click the Ok button.