Project Charter
Concise purpose, objectives, high-level scope, and authorized budget so stakeholders share the same baseline for decision-making and approvals.
The template centralizes planning and approvals to reduce ambiguity, speed onboarding, and document scope changes. It standardizes evidence of intent and approvals so agreements and sign-offs are auditable and reproducible for compliance, invoicing, and dispute resolution.
The template is also used by auditors and legal teams as a single source of record for project lifecycle events and approvals.
Concise purpose, objectives, high-level scope, and authorized budget so stakeholders share the same baseline for decision-making and approvals.
Hierarchical task list with owners and estimates that maps deliverables to milestones and supports earned-value or progress reporting.
Clear assignment of Responsible, Accountable, Consulted, and Informed roles to minimize approval bottlenecks and signal escalation paths.
Dates, acceptance criteria, and required deliverables for each phase to support billing, dependency tracking, and contract enforcement.
Formal record of requested changes, approvals, cost implications, and status to maintain an auditable decision history.
Identified risks with owner, likelihood, impact, and mitigation actions to support contingency planning and governance reporting.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email + optional SMS or KBA |
| Notifications | Automated reminders and escalation |
| Retention Tagging | Apply document type and retention metadata |
Choose settings that match legal risk and internal policy; platforms with SOC 2, ESIGN/UETA compliance and optional HIPAA BAAs support higher-sensitivity workflows.
Allow 5–10 business days for stakeholder comments
Target obtaining signatures within 7 calendar days
Assess and respond within 10 business days
Invoice upon milestone acceptance or within 30 days
Raise contract disputes within 30–60 days of discovery
| 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 | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| 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 limit | Varies by plan | Varies by plan | Varies by plan |
Optica standardized project packages to reduce review cycles by centralizing scope and contacts.
Martin Properties converted paper PM packets into a single digital template for leasing and renovation projects.