Project charter template business case

This is because the executive summary is exactly that, a summary of the detail that is provided in subsequent sections of the document. This business case outlines how the Web Platform WP Project will address current business concerns, the benefits of the project, and recommendations and justification of the project.

The business case also discusses detailed project goals, performance measures, assumptions, constraints, and alternative options. This section of the business case should briefly describe the business problem that the proposed project will address. This section should not describe how the problem will be addressed, only what the problem is. Because of an expanding client base, Smith Consulting has moved to a de-centralized business model over the last 2 years.

As we continue to support more clients in more locations, the administration of our workforce has become more difficult. Until now, many of our internal requirements such as reporting, payroll activities, and resource management have been done via legacy mainframe systems. As our workforce expands in numbers and area, these legacy mainframe systems have become inadequate to effectively manage these administrative activities. This inadequacy is manifested in higher costs and increased employee turnover which we have seen over the last 12 months.

In order to more effectively manage our administration, reduce costs, and improve employee turnover, Smith Consulting must move to a web-based application as outlined in this business case for the WP Project.

By doing so, employees will assume a greater role in managing their administrative issues, have access to timesheets securely online, and the company can manage its administration from one central and common platform. This section should describe the anticipated outcome if the proposed project or initiative is implemented.

It should include how the project will benefit the business and describe what the end state of the project should be. Moving to a centralized web-based administrative platform will enable Smith Consulting to manage its employee payroll systems and administrative functions in a seamless and consolidated manner. This technology migration will reduce overhead costs associated with the large workforce currently required to manage these tasks. De-centralized employees will have more autonomy to manage their payroll elections, training, reporting, and various other administrative tasks.

This real time access reduces errors, improves cycle time, and is readily available to any authorized user. This section of our business case template summarizes the approach for how the project will address the business problem.

This section should also describe how desirable results will be achieved by moving forward with the project. Various options and alternatives were analyzed to determine the best way to leverage technology to improve the business processes and reduce the overhead costs within Smith Consulting.

The approach described herein allows us to meet our corporate objectives of continuously improving efficiency, reducing costs, and capitalizing on technology. The recommended WP Project will methodically migrate the data and functions of our current mainframe system to our new web-based platform in order to preserve data integrity and allow adequate time to train all employees and managers on their responsibilities and respective administrative functions.

The web-based platform is compatible with all other current IT systems and will improve the efficiency and accuracy of reporting throughout the company. Some of the ways that this technology will achieve its desired results are:.

This section justifies why the recommended project should be implemented and why it was selected over other alternatives. Where applicable, quantitative support should be provided and the impact of not implementing the project should also be stated. The migration of payroll and other administrative functions from the legacy mainframe system to the web-based platform will result in greater efficiency with regards to company resources and business processes.

The WP Project is also aligned with corporate strategy and objectives since it uses technology to improve the way we do business. While other alternatives and the status quo were analyzed, the WP Project was selected for proposal in this business case because it provides the best opportunity to realize benefits in an expedited manner while also allowing for the greatest improvement in efficiency and cost reduction.

This section of the business case template describes the roles of the team members who developed the business case. It is imperative that participants and roles are clearly defined for the business case as well as throughout the life of the project. Project Charter after you have completed the example project. Project initiation document vs project charter.

The most complete project management. Oct 14, The SOW. Project charter template pmbok 5th edition CheckyKey.

Business case example. When do. When forming the business case and the content will be used in the project charter. An example of a typical assumption made during. Home Templates. Project business case vs project charter template. XS XL M. Business case vs Project charter. Project Scope Statement. Project Charter. Project Charter vs Business case. Click here to visit their official website to download it.

But before you go out there and have fun with it, check this out…. Instead of manually working on project charters, what if there was a software to help you out instead?

Luckily, project management tools like ClickUp help you do just that. It can help you craft your project management charter from start to finish. While you could use the templates we covered here to get started easily, what if you want to create your own project charter? With powerful collaboration features, Docs lets you invite your team to work alongside you while creating the charter. Additionally, store each file safely right inside your project workspace and access it quickly whenever you need to.

The project goal is among the most important elements of the project charter. However, implementing a goal throughout your project can be quite challenging. Your team might get demotivated while tackling a huge project objective or even lose track of the goal and go off the trail.

Luckily, ClickUp can help you overcome these challenges with ease. ClickUp Goals are high-level containers that can be split into smaller Targets , which are much easier to achieve. While this keeps everything organized, it also motivates your team by giving them a steady feeling of achievement. This way, everyone has a clear picture of how close they are to reaching the goal.

Wait… how do comments help in team collaboration? ClickUp saves all your comments, mentions, file attachments, and external links. Access them instantly in just a couple of clicks! However, ClickUp offers you more than just Comments for quick collaboration. Create a dedicated chat thread and have project relevant discussion. Things could go wrong pretty quickly. Someone can accidentally edit out crucial project information or delete an important doc file.

This feature lets you share important project files like charters , folders, and even task lists with any project stakeholder or even someone outside of your team. Here are some access rights you can set for your stakeholders:. Related Article : Project Description Sample. The Project charter template include the whole project description and all the members of the project.

It mainly covers all the essential and important fields of the project. It addresses all the steps starting from initiation till the final completion of the project. The project charter is one of the most initial documents of the project and are often made in the beginning of the project.

The charter also highlights the roles and responsibilities of the project staff. It also covers the scope, objectives and goals related to the project. Managing a Project? Begin with a Project Charter. In is highly recommended to make a charter before beginning the project and get it approved by the main stakeholders and chief management of the project.

The project charter is mainly crafted by the project manager in accordance with their knowledge and experience. Th opinion of main and selected most important can also be included in the process of making the charter. If you are planning to create project charter in excel format, then you should aware about these essential steps. A good and well-maintained project charter includes the core components of the whole project.

The charter also serves as an authentic and approved document between the major stakeholders, shareholder, and the management of the project. To make sure the project is running smoothly without any hurdles there is a dire need of marinating proper and efficient project charter. It is highly recommended to make and get the charter approved prior to starting the project. This type of evaluation and analysis could surely save you considerable amount of time and money.

Because if a problem is highlighted d in the beginning you will be able to plan a strategy to address the probable issues.