Scope
Define included work, explicit exclusions, affected business units, and geographic boundaries so teams know what the program covers.
A concise charter reduces ambiguity by documenting purpose, authority, and expected outcomes; it speeds approvals, clarifies accountability, and supports consistent decision making across stakeholders while creating an auditable record for governance and compliance.
The charter is produced early in program planning and used by leaders, program managers, and affected functional teams as the single reference for scope and authority.
It also serves external reviewers and auditors who need a documented statement of objectives, controls, and signatory authority throughout the program lifecycle.
Define included work, explicit exclusions, affected business units, and geographic boundaries so teams know what the program covers.
List measurable goals and success criteria such as target KPIs, timeline milestones, and business outcomes tied to sponsor expectations.
Describe decision rights, steering committee composition, escalation paths, and meeting cadence for approvals and risk decisions.
Identify sponsors, key stakeholders, primary contacts, and external partners with role descriptions and primary responsibilities.
Specify approved budget ranges, funding source, resource commitments, and any contingency or reserve amounts.
Provide major milestones, baseline schedule, critical dependencies, and release or deployment windows tied to acceptance criteria.
| Field | Configuration |
|---|---|
| Template Name | Create one template per program for reuse |
| Signer Roles | Define Sponsor | PMO | Legal | Finance |
| Authentication | Email link, SMS code, or stronger KBA |
| Conditional Fields | Show approval block when budget exceeds threshold |
Choose a platform that supports required document formats, signer authentication, audit trails, and retention to meet internal and regulatory needs.
Set a target date for the initial charter draft and internal review period.
Allow a defined period (e.g., 7–14 days) for comments and revisions.
Specify final sign‑off date to align funding and procurement.
Record the program kickoff and baseline schedule.
Schedule periodic review dates for scope and budget reassessment.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7‑day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |