A.	General Information

Information to be provided in this section is general in nature and quickly provides the necessary information pertaining to the organization of the project and project participants.

Project Name:
Date:

State organization:
Submitted By:
Please answer the following questions by marking “Yes” or “No” and providing a brief response as appropriate	Yes	No
Is this an updated Project Statement? Is so, reason for update:

Is concept development effort funded? If yes, how much_______________________________________
Is this a follow-on to a previous project? If “yes,” please provide:

Name of previous project:	Date Completed:

Points of Contact.

Please list the individuals who will be responsible for this project during its initial conceptual and planning stages, as appropriate. This will be the group of individuals that meets to review and discuss the project statement and sizing.

Position	Name/Organization	Phone	E-mail
Project Manager
Senior Management Sponsor
Senior Technical Sponsor
Procurement Contact
Customers:

Other Stakeholders (Top 3):

B.	Project Charter:

Business Problem.

Provide a brief concise description of the business problem.

Statement of Work (Goal).

The statement should be short, precise and clear.

Project Objectives:

Provide a brief, list of what the project is to accomplish. The project objectives are a detailed version of the statement of work. Taken with the statement of work, the objectives define the boundaries (scope) of the project. The objective statement can also be seen as a decomposition of the statement of work into a set of necessary and sufficient objective statement.

Objectives may include both short and long-term objectives.

C.	Success Factors:

List factors that will be used to determine the success of the project. This part of the project statement should answer the question, “How do we know it the project was successful?” It is essential that the criteria be quantifiable and measurable. Short-term success factors are used to determine if a project is complete.

Short Term

Long Term

D.	Strategic and Background Information:

Please answer the following questions by marking “Yes” or “No.”	Yes	No
Is the project consistent with the state organization Business Plan.? If not, why not?

Is the project identified in the state organization IT strategic plan? If not, why not?

Business Area or IT Area Impacted. Check all appropriate functions.

Project Management
Planning
Document Tracking
Program-specific Data Management system
Human Resources
Procurement
Workflow Management
Help Desk
Financial
Year 2000
Desk Top Productivity

Other Business Functions:

Types of Technology. Identify technology areas that might apply to this project. Check all appropriate categories.

SQL Database
Real Time
Expert System
LAN
Client Server Architecture
Imaging
WAN/Internet
Desktop application
Main Frame Solution
Electronic Data Interface
C.A.D.
Other
Other Technology Areas:

E.	Planning Budget:

A small amount of high-level planning information should be provided with this project statement if any sizable effort of business analysis needs to be completed. If not, this section may be omitted.

Provide a list of activities to complete the concept and planning phases. There should be approximately 2 to 10 tasks.

Activity #	Activity Description	# of Days	Estimated Cost	Milestone
TOTAL
Attach a schedule for these tasks if available.

F.	High Level Plan

Use the following table to estimate the overall cost of the proposed project after the project plan is approved. Remember that these cost figures are to be general estimates. The detailed project plan will follow in the planning phase.

Activity #	Activity Description	# of Days	Estimated Cost	Milestone
TOTAL
G.	Planning Financial and Schedule Information:

Estimated Budget	Low:

High:	Estimated Start Date:

(Qtr. and Yr.)
Estimated Length (Months)
Estimated Completion Date: (Qtr. and Yr.)
Fiscal Year 1 Dollars
Fiscal Year 2 Dollars

H.	Other related information:

I.	Overall phases of work and expected timeframes:

Related assumptions:

Project Management Methodology	ITEC PM-01

Release: 2.3	3 of 5

Copyright © 1999 State of Kansas. All rights reserved. Permission to view, use, and copy this material for personal use is hereby granted, provided: 1) The document is used for informational purposes only. 2) The document is used for non-commercial purposes only. 3) The document includes the above copyright notice and this permission notice appears in all copies.

Project Charter

Jouni Huotari

2007-09-24