Summary: Purpose of project charter. 1) Introduce people to the project (documented onboarding) 2) Align on important aspects on project( scope, objectives, budget). 3) Obtain approval to proceed with project plan. Shouldn't not be very detailed. No more than 5 pages. Project chart is very important to align the expectations of client with project plan to be executed by operator. 1) Background a. Why the project is a good idea? New strategic direction or what benefits? 2) Scope of work i. Attributes of end products ii. Actions needed to deliver the finals. iii. Define the boundaries of project. You can mentioned Out-of- Scope activities. 3) Objectives i. Should be measurable (part of SMART) 4) Governance a. Introduce teams from both sides and their roles. b. General understanding of the timeline. 5) Section of costs - budget - payment plan? 6) Constraints, Assumptions, Risks and Dependencies. The creation of the charter should be done both by project manager and the sponsor and the team. Preferably all in a conference room, to capture all views and opinions reflecting them on the charter. The discussion had can be more important than just producing a product charter document. At minimum, send the draft to the sponsor and get feedback and signatures.
while the video is really great and helpful i cannot find the template mentioned in it kindly provide the updated link from a G drive or similar reliable source?
Honestly one of the best brief information about PM in youtube, the way of explaining, the rhythm of speaking all of the highest class. please do more videos, God bless you.
This Video is pretty detailed with examples that makes you see through the "blurry screen". Really helpful. I think why some project managers tend to prepare the project charter themselves is because: 1. They have a fair idea of the project scope, objectives and execution process 2. Sometimes getting people to sit down and discuss a project charter may be time consuming. I will advocate that the discussion be moved to project plan preparation phase
Very clear and simple. A nice refresher on the components of a project charter for someone who is a bit rusty on the concepts. Thanks for the video, please continue your efforts to help other PMs ♥
Really loved this video. I am in the entertainment industry so I know very little about software/computer building project types, with the exception of my PMP classes. These videos include examples easier to understand than any other videos I have found. Recommend!!!
The video provides a clear, easily understandable explanation of Project Charters. As someone with no formal PM training, this video was more beneficial to me than some other resources that I have tried to use.
Thank you for this video! I have never ever created a project charter (had no idea what one was until yesterday), as I am not a project manager by any means, however I have been asked to create one. Watching this video has helped me tremendously and I feel like I have the knowledge to go ahead and create one now. Thanks again!
Angie Tufs Lovely Video! Excuse me for the intrusion, I would appreciate your opinion. Have you heard about - Weydaniel Organized Dominator (erm, check it on google should be there)? It is a good one of a kind product for getting 7000 plus project management and business templates without the headache. Ive heard some extraordinary things about it and my mate at last got excellent success with it.
I'm really appreciate the effort of your team to create a great video like this. Only excellent guys can explain the difficult/ complicated things in simple and easy way to understand.
Thank you for that video! Good suggestion to engage key stakeholders in creating a project charter together! And obviously, the general purpose of the doc is to authorize a pm to work and make decisions on the project, and to kick it off.
I have really learned a lot especially that I am new to project management. Straight to the point and provides junior project managers with everything they need to know before drafting a project charter.
So great! This video really helped me break down the simple process of creating a project charter. All the other resources I was using to learn seemed to overly complicate this process, and as such a key moment to a project, I really needed this clarity. The vocab breakdown helped, as did the various examples given for each step. Appreciate the templates, as well! Thanks, for making PM life a little easier for this newbie!
Thanka Jason Sir. This is first attempt to learn about project charter..and your teaching helped me in understanding it completely in the first attempt itself..
Excellent video! Been tasked to write a project charter for work. I had never even heard of a project charter since before yesterday but I think I have a basic grasp. Thank you so much!
Great video. Thank you. Most of them drone on in monotone... This made it sound simple and understandable. Giving examples especially were great. Thanks again.
Thank you for taking the time to make this video. It was very helpful. I am in a Project management class and I have been given the role of the PM for this project. My group will definitely find this helpful.
Yes it was helpful. I am studying for my CAPM exam and the book is confusing. Your video made it very clear and understand able. Now I understand about the project charter.
I Found your video through the material list of my project management studies I am currently undertaking, and found your approach and insight into the matter very helpful. Thought you might like to know that a reputable University is making use of your material to educate us. Thank you very much for your hard work. If possible i would like to communicate with you in future if I have any questions on any material we are covering within my studies and perhaps suggest subjects you could cover in any future videos. I am subscribing.
Hello Tyler, I'm so glad you found the video helpful. I will be making more videos later this year via a new project called Five Minute PM and would love to chat with you about any topics of interest. Feel free to reach out to me with questions here: fiveminutepm.com/ask-jason/ Leave your contact details and we can connect. Good luck in your studies!
I greatly appreciated this video. Jason stated things clearly and concisely making the video very easy to follow and understand. Hate it was the speaker gets to wordy. Great follow with the free template access. Well done folks!! Thank you very much.
I am a Program Administrator on a Government contract. My role has morphed into assisting the Program Manager and I find I am frustrated with our lack of team alignment. I am constantly generating reports, sending email reminders, creating new spreadsheets for tracking, and want so badly to create gantt charts, use Monday, and contact vendors to extinguish problems as efficiently as possible. All of these things are not in my lane, but I do not want to see the team fail on our project so I take initiative and just do it. Recently, our Contracts specialist pulled me aside and mentioned "PMP". I had never heard of this! After watching several of your videos, I have to say that I am enlightened and I am excited to have finally realized what my true potential can be! And should be! With all of this said, what are the first steps to put my PMP certification into motion? Are there grants and/or scholarships available for the course? I am avid about never paying full price for anything (budget savvy), so is there a more cost effective route to take for this single mom who enjoys being in control? Thank You in advance, Disco :)
Jason, Thanks for a great video. This was really useful to share with a Project Sponsor and Stakeholders in describing why we needed to collaborate on creating the Project Charter document.
Great Video clip! Sorry for chiming in, I would appreciate your initial thoughts. Have you heard the talk about - Weydaniel Organized Dominator (Sure I saw it on Google)? It is a great one of a kind product for getting 7000 plus project management and business templates without the normal expense. Ive heard some incredible things about it and my best friend Jordan at very last got astronomical results with it.
Thanks Jason it was really helpful but Jason can you tell me who will be involved in creating Project Charter when Client, Consultant and Contractor are involved in a specific construction project, where I am a contractor side project manager? Shall I call client and consultant for a meeting if yes then is this not a good decision as my budget will get disclosed which is remained after taking out the profit margin?
I guess I SOMEWHAT HAVE A QUESTION. I am studying for the exam but would like to know about the actual job and what it takes to be an actual PM. I don't feel that even if I take the test, with the prep training I am receiving, im not confident about doing the actual job. I know it's a good thing to have for when you get to look for a job but to actually do the job, I don't know. Any suggestions would be greatly appreciated. Maybe should I look for an entry position or PM trainee?
That was so helpful. I have a question though. Would it be fine that the objective of my project charter is not to 'give solution to an existing problem' on an organization but instead helping out to improve a certain area of a process? Thanks!
Thank you for this video. I'm glad that u created it. I was in search of project management related videos. However I could only find videos for pmp exams preparation. This will help me to understand the fundamentals.
Very helpful and insightful explanation of the project charter. Though I have noticed that the template attracts a charge of $12.97 despite your indication that its free
Thankyou so much for this video, your explanation is excellent. I hit the like button and subscribed your channel, also I will recommend your channel to my friends
Summary:
Purpose of project charter.
1) Introduce people to the project (documented onboarding)
2) Align on important aspects on project( scope, objectives, budget).
3) Obtain approval to proceed with project plan.
Shouldn't not be very detailed. No more than 5 pages.
Project chart is very important to align the expectations of client with project plan to be executed by operator.
1) Background
a. Why the project is a good idea? New strategic direction or what benefits?
2) Scope of work
i. Attributes of end products
ii. Actions needed to deliver the finals.
iii. Define the boundaries of project. You can mentioned Out-of- Scope activities.
3) Objectives
i. Should be measurable (part of SMART)
4) Governance
a. Introduce teams from both sides and their roles.
b. General understanding of the timeline.
5) Section of costs - budget - payment plan?
6) Constraints, Assumptions, Risks and Dependencies.
The creation of the charter should be done both by project manager and the sponsor and the team. Preferably all in a conference room, to capture all views and opinions reflecting them on the charter. The discussion had can be more important than just producing a product charter document.
At minimum, send the draft to the sponsor and get feedback and signatures.
while the video is really great and helpful i cannot find the template mentioned in it
kindly provide the updated link from a G drive or similar reliable source?
10 years later and still one of the best informative videos regarding Project charter! Great work @PMPerspective
Glad you liked it!
It is refreshing to come across tools like this that offer explanations in simple English
Honestly one of the best brief information about PM in youtube, the way of explaining, the rhythm of speaking all of the highest class. please do more videos, God bless you.
I am a PM and find this channel very valuable! Now it is my go to resource for all PM
in which major you are doing Project management ?
No you’re lying ok
This Video is pretty detailed with examples that makes you see through the "blurry screen". Really helpful. I think why some project managers tend to prepare the project charter themselves is because:
1. They have a fair idea of the project scope, objectives and execution process
2. Sometimes getting people to sit down and discuss a project charter may be time consuming.
I will advocate that the discussion be moved to project plan preparation phase
Very clear and simple. A nice refresher on the components of a project charter for someone who is a bit rusty on the concepts. Thanks for the video, please continue your efforts to help other PMs ♥
Really loved this video. I am in the entertainment industry so I know very little about software/computer building project types, with the exception of my PMP classes. These videos include examples easier to understand than any other videos I have found. Recommend!!!
The video provides a clear, easily understandable explanation of Project Charters. As someone with no formal PM training, this video was more beneficial to me than some other resources that I have tried to use.
Thank you for clearing the fog from my head. I was so confused before I saw this video!
Thank you for this video! I have never ever created a project charter (had no idea what one was until yesterday), as I am not a project manager by any means, however I have been asked to create one. Watching this video has helped me tremendously and I feel like I have the knowledge to go ahead and create one now. Thanks again!
Angie Tufs Lovely Video! Excuse me for the intrusion, I would appreciate your opinion. Have you heard about - Weydaniel Organized Dominator (erm, check it on google should be there)? It is a good one of a kind product for getting 7000 plus project management and business templates without the headache. Ive heard some extraordinary things about it and my mate at last got excellent success with it.
@@zeokaloficial oh really??? For free???
This video is so so useful and helpful towards my project management course. Thank you for taking the time to create this and put this up
I'm really appreciate the effort of your team to create a great video like this. Only excellent guys can explain the difficult/ complicated things in simple and easy way to understand.
Thank you for that video! Good suggestion to engage key stakeholders in creating a project charter together! And obviously, the general purpose of the doc is to authorize a pm to work and make decisions on the project, and to kick it off.
I have really learned a lot especially that I am new to project management. Straight to the point and provides junior project managers with everything they need to know before drafting a project charter.
So great! This video really helped me break down the simple process of creating a project charter. All the other resources I was using to learn seemed to overly complicate this process, and as such a key moment to a project, I really needed this clarity. The vocab breakdown helped, as did the various examples given for each step. Appreciate the templates, as well! Thanks, for making PM life a little easier for this newbie!
Thanka Jason Sir. This is first attempt to learn about project charter..and your teaching helped me in understanding it completely in the first attempt itself..
Excellent video! Been tasked to write a project charter for work. I had never even heard of a project charter since before yesterday but I think I have a basic grasp. Thank you so much!
Thank you for this amazing, concise video!! I am going to use this video as my guide when creating Project Charters. Very grateful to PM Perspective!!
Thank you for the video, I am new to the PM community and this really helped me to better understand the creation of the charter.
Great video. Thank you. Most of them drone on in monotone... This made it sound simple and understandable. Giving examples especially were great. Thanks again.
This video explained the charter in a clearer manner than my college course
excellent crystal clear.. do you have any other video supporting pmbok perspective for PMP examination..
Well done. This is one of the best, most concise explanations of the purpose and development of project charters I have seen.
The information was very useful for starters like me. The video is very clear and succinct, the flow is slow to understand and comprehend.
Pure and Simple,
I went through several slides and articles for my assignments before this video. Video is simple and best.
Thank you Jason, I am a student with University of Phoenix and am in a Project Management class. This is very helpful to my studies.
***** Hey Jason, would you be willing to have a look at a .mpp to help me figure out a make believe project?
This video tutorial has been very useful. It has clearly described the Charter with examples for better understanding
This video was very pointed, that is ,right to the point and extremely simple and helpful.
WOW a real voice! Thank you for an educational video.
Thank you for taking the time to make this video. It was very helpful. I am in a Project management class and I have been given the role of the PM for this project. My group will definitely find this helpful.
One of the best videos for PMs, very clear and informative! Cheers!
What an amazing explanation of a Project Charter! I got properly it from here. Thanks
Glad it helped!
Thanks a lot Jason for a concise explanation about project charter. I found it very helpful.
Yes it was helpful. I am studying for my CAPM exam and the book is confusing. Your video made it very clear and understand able. Now I understand about the project charter.
The content was really helpful. The way you explained it made it so simple.
Thank you for this video. I am taking Project Management 101 class, and this lecture is linked in our course module.
I Found your video through the material list of my project management studies I am currently undertaking, and found your approach and insight into the matter very helpful. Thought you might like to know that a reputable University is making use of your material to educate us. Thank you very much for your hard work. If possible i would like to communicate with you in future if I have any questions on any material we are covering within my studies and perhaps suggest subjects you could cover in any future videos. I am subscribing.
Hello Tyler, I'm so glad you found the video helpful. I will be making more videos later this year via a new project called Five Minute PM and would love to chat with you about any topics of interest.
Feel free to reach out to me with questions here: fiveminutepm.com/ask-jason/
Leave your contact details and we can connect.
Good luck in your studies!
I greatly appreciated this video. Jason stated things clearly and concisely making the video very easy to follow and understand. Hate it was the speaker gets to wordy. Great follow with the free template access. Well done folks!! Thank you very much.
Super helpful! I will most definitely follow your advice!
Excellence information and pace. I could easily listen and take notes. March 2018, the linked web site appears to no longer exist
Thanks Andrew! I'm glad you found the information useful.
In one word Wow! Excellent piece of information Sir
I am a Program Administrator on a Government contract. My role has morphed into assisting the Program Manager and I find I am frustrated with our lack of team alignment. I am constantly generating reports, sending email reminders, creating new spreadsheets for tracking, and want so badly to create gantt charts, use Monday, and contact vendors to extinguish problems as efficiently as possible. All of these things are not in my lane, but I do not want to see the team fail on our project so I take initiative and just do it.
Recently, our Contracts specialist pulled me aside and mentioned "PMP". I had never heard of this! After watching several of your videos, I have to say that I am enlightened and I am excited to have finally realized what my true potential can be! And should be!
With all of this said, what are the first steps to put my PMP certification into motion? Are there grants and/or scholarships available for the course? I am avid about never paying full price for anything (budget savvy), so is there a more cost effective route to take for this single mom who enjoys being in control? Thank You in advance, Disco :)
I finally understand what the last chapter in my textbook was trying to teach me. Thanks!
Very detailed information and easy to understand. Thanks!
This was very helpful to understanding what a project chapter is as I just started studying this discipline. Thumbs up great job
Very very helpful! Please post more of such quality content
Using this to teach a business English class. Brilliant! Thanks.
Hey @Json!
I am new to PM. Please answer my question - Does customer see or uses project charter ?
Great video! It is quite detailed and helpful!
Great and simple way to understand a Charter. Thanks, Jason
Please make more videos about PM. You are excellent at presentation and this is very informative. Bravo!!!
Thanks that's terrific
I am doing a project in health and am finding it overwhelming you do a great job
Indeed this information is helpful. This an excellent explanation of project charter. Thank you
Very useful video, watching and implementing is much easier than reading and practicing. Thank you.
very useful information with clear and simple presentation - thnq much Jason
@PM Perspective- thank you for the great explanation. Also, I tried to download the free template but seems it is $13 now. Has anything changed?
Hi, can you please share the template with me??
Very informative, direct and accurate
Very very clear, definitely helped me understand what is expected in a Project Charter. Thanks.
So helpful and understandable, I highly recommend this video tutorial
Jason, Thanks for a great video. This was really useful to share with a Project Sponsor and Stakeholders in describing why we needed to collaborate on creating the Project Charter document.
Content of project charter is explained in great way...
Great Video clip! Sorry for chiming in, I would appreciate your initial thoughts. Have you heard the talk about - Weydaniel Organized Dominator (Sure I saw it on Google)? It is a great one of a kind product for getting 7000 plus project management and business templates without the normal expense. Ive heard some incredible things about it and my best friend Jordan at very last got astronomical results with it.
Thanks Jason it was really helpful but Jason can you tell me who will be involved in creating Project Charter when Client, Consultant and Contractor are involved in a specific construction project, where I am a contractor side project manager? Shall I call client and consultant for a meeting if yes then is this not a good decision as my budget will get disclosed which is remained after taking out the profit margin?
do you have a list of "probing questions" to aid in facilitating the project charter session with the project team?
I guess I SOMEWHAT HAVE A QUESTION. I am studying for the exam but would like to know about the actual job and what it takes to be an actual PM. I don't feel that even if I take the test, with the prep training I am receiving, im not confident about doing the actual job. I know it's a good thing to have for when you get to look for a job but to actually do the job, I don't know. Any suggestions would be greatly appreciated. Maybe should I look for an entry position or PM trainee?
That was so helpful. I have a question though. Would it be fine that the objective of my project charter is not to 'give solution to an existing problem' on an organization but instead helping out to improve a certain area of a process? Thanks!
Very simple and clear to understand
Thank you for this video. I'm glad that u created it. I was in search of project management related videos. However I could only find videos for pmp exams preparation. This will help me to understand the fundamentals.
Thank you so much!!! These information helped me a lot when I was stressing about our project charter!!!
Awesome video.. Saw almost 10 videos and this is really good one. 🙏
Thanks a million, compressed, concise and the temple is good!
Thank you! This was really helpful for someone with no PM experience whatsoever
Hi! I am wondering: what about if the sponsor can not be present when I am going to write the project charter?
thank you for this very useful video, I hope you make one more to explaining the project charter for contracting subcontract,
The video is good, but the provided link with sample project charters doesn't work - I get "This site can’t be reached" error.
It worked for me today
Use the link under the video
Great video! This was actually the most beneficial information I found yet.
This is an excellent straightforward way to start a project. Thank you!
Excellent content, the cartoon example holds true in terms of project team perspective. Thanks for sharing.
Simple, illustrative, and concise. Thanks!
Great video, Excellent explaination, Simple and straight forward
totally agree with you
Thanks for this very informative video! Can you please make a video on how to prepare a project management plan (and its components)?
I have a project charter to do as I am doing this course for the first time. A little challenging at the beginning though.
Nice! This video will help me a lot for inciate my thesis. Greetings from Peru.
Great video! Thanks for taking the time to make it clear and concise.
the link/website you posted in the video does not work. Page Not Found .... not sure what the glitch is
I loved the video. Thank you so much. It really helped me with my uni assignment.
lesson done very well: easy to understand and clear information is given
I am new to PM. this video has very informative.
Thanks a lot for explaining so nicely. It was really helpful.
Thank you so much for this! You really explained it very clearly and informative.
this was an excellent video. It helped me a lot. I do wish the templates were available though.
Templates are coming back soon! In fact, I should have the charter template back up by the end of the weekend.
link to the project charter template at the end of the video is only accessible against payment. video however was very informative
Very helpful and insightful explanation of the project charter. Though I have noticed that the template attracts a charge of $12.97 despite your indication that its free
Extremely insightful. Thank you for the video.
Informative and precise. Thank you
what is the difference between scope and objectives ? Why schedule is not listed in the page on the screen ?
Thank you for this! It was very helpful. BTW the background music was awesome. Do you have the link to this music?
Thankyou so much for this video, your explanation is excellent. I hit the like button and subscribed your channel, also I will recommend your channel to my friends
Can't get any better than this. Thx
thanks for great video. The template download link does not work. Is there another link to download it?
soo are scopes and deliverables the same?