Project Charter
Summary of objectives, scope boundaries, sponsor, and acceptance criteria to establish authority and purpose.
Standardizing project intake and approvals reduces ambiguity, clarifies responsibilities, and creates a single source of truth for scope and schedule.
Use role-based routing so each stakeholder reviews only the sections relevant to their approval responsibilities.
Summary of objectives, scope boundaries, sponsor, and acceptance criteria to establish authority and purpose.
Key dates, deliverables, and dependencies presented as milestones to track progress and trigger approvals.
Named responsibilities and RACI entries to avoid duplication of effort and clarify decision rights.
High-level cost categories, contingency, and approval thresholds for spending and change requests.
Documented risks with owners, mitigation plans, and an issues register for tracking open items.
Process steps and approval gates for scope, schedule, or budget changes to maintain governance.
| Field | Configuration |
|---|---|
| Initiator | Project Manager triggers workflow with attached scope and budget. |
| Reviewer | Functional leads review; conditional approvers routed by scope selections. |
| Approver | Sponsor receives approval request with summarized changes and audit trail. |
| Archive | Signed final version stored in project repository with metadata. |
Integrations with common systems reduce manual uploads and support consistent retention and access controls across teams.
Complete initial draft within 5 business days of project intake.
Allow 7 calendar days for functional review and consolidation.
Sponsor approval should occur within 10 business days of submission.
Publish baseline no later than five business days after final signature.
Schedule monthly status reviews to capture change requests and risks.
Project Manager submits completed template and attachments for review.
Technical and budget reviews confirm feasibility and resource allocations.
Sponsor approves scope, budget, and schedule for execution.
Baseline version released with change-control provisions active.
| 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, no credit card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Intro: A small renovation project used the template to align scope and budget with stakeholders.
Intro: An internal software release required cross-functional signoffs for security and compliance.