Project Charter
Defines project purpose, objectives, sponsor, high-level scope, and authorization to begin work; it is the initiating authority for project activities and budget allocation.
Well-formed Business Project Documents reduce ambiguity, set expectations for scope and cost, and provide an auditable record of approvals and changes essential to governance and contract enforcement.
Several functional roles collaborate to create and approve Business Project Documents; clarity on who participates reduces approval delays.
Assigning clear ownership for drafting, review, signature, and storage improves traceability and reduces downstream disputes.
Defines project purpose, objectives, sponsor, high-level scope, and authorization to begin work; it is the initiating authority for project activities and budget allocation.
Describes inclusions, exclusions, deliverables, acceptance criteria, and constraints; precise scope language reduces scope creep and contractual disputes during delivery.
Lists phased tasks, critical path milestones, delivery dates, and dependencies so that internal teams and external vendors share a single timeline for performance.
Breaks down approved funding, payment triggers, contingency reserves, and invoicing terms to align financial controls with project milestones and contract provisions.
Records identified risks, mitigation actions, and formal change requests with approval history so every modification is auditable and tied to decision authority.
Contains signatory blocks, dates, and any witness or notarization lines; approvals should reference authority and link to the audit trail for enforceability.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or stronger KBA as required by risk. |
| Approval Order | Sequential or parallel signing based on role and authority. |
| Notifications | Enable reminders, completion receipts, and escalation alerts. |
| Integration Targets | Save signed files to Salesforce, NetSuite, Google Drive, or internal repos. |
Choose sharing methods that preserve integrity and provide an audit trail for signatures and changes.
Ensure chosen channels support versioning, exportable audit trails, and long-term access control.
1–2 weeks for initial charter and scope drafting depending on complexity.
3–10 business days for Legal and Finance review, longer for high-risk terms.
One to several weeks if vendors propose redlines or counteroffers.
Often under 24–72 hours with eSignature; slower if notarization is required.
2–6 weeks post-delivery to gather final reports and acceptance evidence.
Author and approve the project charter and sponsor authorization.
Finalize scope, schedule, resource and budget baselines.
Manage changes and capture approvals for all contract modifications.
Obtain final acceptance, archive signed records, and reconcile finances.
Tim Martin streamlined property management approvals using online document execution to process forms efficiently.
John Butler integrated eSignature with back-office systems for patient and vendor forms.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |