Hi there! As an experienced project manager, I wanted to share my insights on project charter templates that can help you kickstart your next project smoothly.
A project charter is a critical document that formally authorizes your project and aligns all stakeholders on the scope and objectives. Having a solid charter sets your project up for success from the start. In this comprehensive guide, I‘ll explore the value of project charters, top templates to consider, best practices for charter creation, and more. Let‘s get started!
What is a Project Charter and Why is it So Important?
A project charter is a high-level document that outlines your project‘s purpose, objectives, scope, timeline, budget, roles and deliverables. It authorizes the project manager to use organizational resources to execute the project.
Here are 5 key reasons why taking the time to create a robust project charter is well worth the effort:
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Formally announces and authorizes the project start – The charter grants the formal green light to get project work underway.
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Describes the business needs driving the project – The charter links the project to larger organizational goals and strategy.
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Defines the scope and sets stakeholder expectations – It delineates what will and won‘t be delivered based on initial requirements.
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Serves as the basis for subsidiary plans – The charter sets the foundation to build out detailed project plans and schedules.
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Secures buy-in from stakeholders – It aligns project participants and clarifies their roles and responsibilities.
In summary, the charter ensures all key parties understand the project‘s purpose before initiation so effort stays focused on the right objectives. It becomes an important reference throughout the project lifecycle.
Benefits of Using a Project Charter Template
While it‘s possible to create a charter from scratch, using a pre-made project charter template has many advantages:
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Saves effort and time – Templates provide a framework and starter text so you don‘t have to reinvent the wheel.
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Promotes consistency – Helps you standardize charters across projects for easier tracking.
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Incorporates best practices – Leverages lessons learned from past projects to inform the new charter.
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Improves completeness – Prompts you to fill in all key elements for a comprehensive charter.
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Enhances understanding – Provides a professionally formatted charter that‘s easy for stakeholders to digest.
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Offers change control – Makes it easier to review and update the charter as new information emerges.
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Guides new project managers – Serves as a learning aid for building charters independently.
According to studies, projects using a formal charter have a much higher success rate compared to ones that don‘t. Let‘s look at some stellar templates now.
10 Top Project Charter Templates
Here are the top 10 project charter templates offered by leading providers in the market:
1. Miro Project Charter Template
Miro is an online collaborative whiteboard platform used by over 45 million users globally.
Key Features:
- Visual one-page canvas template
- Sections for scope, team, timeline, risks etc.
- Customizable elements and colors
- Real-time co-editing capabilities
Miro‘s template allows teams to co-create an engaging charter visually using its digital whiteboards. The focused one-page layout is great for agile projects.

Data Source: Miro Press Kit
2. PowerSlides Project Charter Template
PowerSlides offers a library of 7,000+ professional templates including charter templates for PowerPoint.
Key Features:
- Professionally designed PowerPoint slides
- Charts, matrices and data viz elements
- Easy to edit and customize
- Shareable online and offline
The visually engaging slides make it easy to communicate the charter and gain alignment. It works for project presentations.

Data Source: PowerSlides Website
3. Smartsheet Project Charter Templates
Smartsheet is a collaborative work execution platform with over 10 million users worldwide.
Key Features:
- 5 template options for different needs
- Spreadsheet-style editor with field sections
- Attachments and discussions capability
- Team collaboration features
Smartsheet offers the most template options including simple, detailed, construction, agile and one-page charters.

Data Source: Smartsheet Template Gallery
4. GoLeanSixSigma.com Charter Template
GoLeanSixSigma provides Lean Six Sigma training and resources used by 500,000+ professionals globally.
Key Features:
- Specifically designed for process improvement projects
- One-page simplified format
- Sections tailored for LSS parameters
- Easy to download and use
The compact yet focused template ensures you gather key parameters for successful process improvement initiatives.

Data Source: GoLeanSixSigma Website
5. ProjectManagement.com Charter Template
ProjectManagement.com is an online PM resource used by over 3 million professionals worldwide.
Key Features:
- Comprehensive 25-page charter document
- Covers all elements required for large projects
- Easy to edit MS Word format
- Sections for every eventuality
For large complex projects, ProjectManagement.com‘s template ensures you have all bases covered right from initiation.

Data Source: ProjectManagement.com Website
6. Bit.ai Project Charter Template
Bit.ai is a document collaboration platform used by companies like Dropbox and Deloitte.
Key Features:
- Online template for real-time collaboration
- Sections prompt for project specifics
- Integrates with 500+ apps
- Customizable design and branding
Bit‘s template allows teams to co-create the charter online and integrate it into their tech stack.

Data Source: Bit Website
7. Project Charter Template by Casual
Project Charter Template offers a free downloadable Word template.
Key Features:
- One-page template for quick charters
- Sections tailored for agile projects
- Easy to edit and format
- Provides starter text and guide
The one-page template allows agile teams to create a focused charter fast.

Data Source: Project Charter Template Website
8. Project Charter Templates from Template.net
Template.net has a vast library of templates for documents, presentations, spreadsheets and more.
Key Features:
- Multiple charter template options
- Tailored for different industries
- Available in Word and Google Docs
- Professional designs and starter text
Template.net offers specially designed charter templates for construction, IT and business projects.

Data Source: Template.net Website
9. MyPM Project Charter Template
MyPM provides project management templates and proposal services used by various organizations.
Key Features:
- 22-page comprehensive Word doc template
- Sections for all charter elements
- Includes cover, summary and appendix
- Easy to edit and format
MyPM‘s template ensures you can create a highly detailed charter for complex projects.

Data Source: MyPM Website
10. TemplateArchive.com Charter Templates
TemplateArchive offers a large collection of free templates for documents, presentations and spreadsheets.
Key Features:
- Multiple simple charter templates
- Tailored for IT, construction, business
- Easy to fill starter tables and text
- Downloadable DOC and XLS formats
TemplateArchive provides quick no-frills templates to cover the basics for your charter.

Data Source: TemplateArchive Website
This summarizes 10 excellent charter template options covering a wide variety of needs. Evaluate them against your own project requirements and industry.
How to Develop a Solid Project Charter
While templates provide a great starting point, you will need to customize the charter for your specific project. Follow these best practices to create a complete and effective charter:
1. Define the business need and benefits
- Document the problem or opportunity the project aims to address.
- Link project objectives to organizational strategy and goals.
- Include financial or qualitative benefits expected.
2. Specify measurable goals and scope
- Outline clear, tangible goals that define project success.
- Delineate project scope and exclusions in detail.
3. Identify key deliverables and milestones
- List major outputs and documents to be delivered.
- Define high-level milestones for tracking progress.
4. Develop schedule and budget estimates
- Create ballpark timeline for project phases or activities.
- Estimate high-level budget including labor, material and other costs.
5. Determine resource requirements
- Identify staff roles and responsibilities needed.
- List any equipment, facilities or other resources required.
6. Recognize risks and assumptions
- Document potential risks that can impact the project.
- State underlying assumptions or constraints.
7. Gain formal approval from sponsor
- Review charter draft with project sponsor.
- Obtain authority to proceed via sponsor‘s signature.
8. Secure buy-in from stakeholders
- Circulate charter to stakeholders for input.
- Address any feedback to get their agreement and support.
9. Monitor and control changes
- Review charter regularly for updates based on new data.
- Manage changes to scope, budget or timeline through proper change control processes.
Following a methodical charter development process will lead to a solid foundation for your project‘s success.
Best Practices for Project Charter Creation
Keep these proven tips in mind when creating your project charter:
- Involve stakeholders early in charter development for better buy-in
- Keep language simple and concise for clarity
- Limit to 2-3 pages to keep it focused on key parameters
- Define success metrics that are specific, measurable, achievable, relevant and time-bound
- Be clear on what‘s in and out of scope
- Provide high-level budget that‘s realistic based on project size
- Outline roles and responsibilities of stakeholders
- List major assumptions and risks
- Use a standard template aligned with organizational guidelines
- Update periodically as more details become finalized
- Store signed charters centrally for easy access
- Treat your charter as a living document not a one-and-done paperwork exercise
The Importance of Securing Project Charter Approval
The biggest mistake is treating the charter as just a formality. You need to get full buy-in from your project sponsor and key stakeholders. Here‘s why their formal approval is so critical:
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Confirms they agree the project scope is focused on the right goals
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Signals their commitment to support the project with resources
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Grants you the authority as project manager to proceed
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Sets clear expectations on budget, timeline, roles
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Ensures continued engagement as the project kicks off
Don‘t proceed with project execution until all stakeholders formally approve the charter document and your sponsor signs off.
Conclusion and Next Steps
We‘ve covered a lot of ground here! A well-crafted project charter sets your project‘s foundation and aligns participants for shared success.
Now you understand the immense value of creating a robust charter, where to find templates that meet your needs, what should be included, and best practices to follow.
Your next step is to select a template that fits your project profile and industry. Customize it based on the methodology we discussed to produce a high-quality charter document. Make sure to secure formal approval from your sponsor and stakeholders before executing project work.
Let me know if you have any other questions! I‘m always happy to help a colleague level-up their project management game. Good luck knocking your next project out of the park!