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CharterScoping phase

Target complete date:

Diagnostic phase Development phase Implementation phase Sustainment phase

Target complete date: Target complete date: Target complete date: Target complete date:

Project overview:

Problem statement(s): Vision statement(s):

Baseline metric(s): Goal metric(s):

Scope statement:

Stakeholders:

Last updated: _____________

Project sponsor: ___________

Template provided by CICoaches.com, part of CICoach, Inc. User assumes all responsibility for use and outcomes of this template. CICoaches.com and CICoach, Inc. are not liable for ANY intended or unintended outcomes that result from the use of this or any other CICoaches.com template

Conversion Project CharterScoping phase

Target complete date:

Diagnostic phase Development phase Implementation phase Sustainment phase

Target complete date: Target complete date: Target complete date: Target complete date:

Project overview:

Problem statement(s): Vision statement(s):

Baseline metric(s): Goal metric(s):

Scope statement:

Stakeholders:

Last updated: 08/08/2015

Project sponsor: Brent J. CMO

9/1/2015 10/1/2015 10/22/2015 12/1/2015 2/1/2016

Since the launch of the Platinum product, customer conversion ratios remain below targeted levels. Hit ratios on the website exceed projected levels and customer feedback remains positive. This project will examine and resolve discrepancies between hit ratios and conversion ratio for the Platinum product.

- Q2, 2015 conversion ratio on the Platinum product was 1.5%

- By end of Q1, 2016 conversion ratio on the Platinum product is at or above 5.0%

- Platinum conversion ratio = 1.5%- Q2 Platinum product revenue = $10,000

- Platinum conversion ratio = 5.0%- Q2 Platinum product revenue = $33,500

In: Platinum product, website design, marketing campaign contentOut: Gold product, marketing budget, product redesign

Jane S. – MarketingBob D. – SalesJim A. – ITHeidi B. – Ops

*Other stakeholders to be identified through the Stakeholder Analysis tool during Scoping phase

Template provided by CICoaches.com, part of CICoach, Inc. User assumes all responsibility for use and outcomes of this template. CICoaches.com and CICoach, Inc. are not liable for ANY intended or unintended outcomes that result from the use of this or any other CICoaches.com template

Charter CommentaryCharter overview:The Charter allows the team to set and communicate specific parameters of the project. While a centerpiece for many experienced Project Managers, small details are easy to overlook.

Why use & benefits:When used properly, the Charter guides the entire project. The tool allows a clear summary of the problem, the vision, key stakeholders, and scope. By utilizing the Charter in the ideation process or early in the Scoping phase, uncertainty and conflicting opinions on project direction are avoided.

How to use:The Project Manager along with the Sponsor of the work effort can draft a version of the Charter. As a project team is identified and allocated, a review and refinement of Charter elements is appropriate. The content of a Charter may change as the team works in the Scoping, Diagnostic, and Development phases.

CICoaches.com perspectiveA Charter is commonplace in the continuous improvement world. Remember to be SMART (Specific, Measurable, Achievable, Realistic, Timely) in the Problem & Vision statements. Avoid completing the Charter and filing it away. Projects encounter new and unforeseen developments throughout their lifecycle. Be sure to revisit and refine (if appropriate) your Charter often.