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Composing a Project Charter

A project charter is the statement of scope, objectives and people who are participating in a project. It begins the process of defining the roles and responsibilities of those participants and outlines the objectives and goals of the project. The charter also identifies the main stakeholders and defines the authority of the project manager.

By following the Project Charter guidelines, then composing one will seem like a daunting task. Also, be sure to get the free downloadable Word template to help make the process more efficient. It serves as a great project charter example.

Composing a project charter

The project management charter serves as a reference document. It should outline these three main points.

  1. What is the essence of the project? What are the goals and objectives of the project? The plan on how to reach and achieve these goals and objectives?
  2. Provide a shared understanding of the project. The charter should communicate its value and/or reason for existence to every person who has a part in it, from the team to the project manager, stakeholders, sponsors, etc.
  3. Act as a contract between the project sponsor, key stakeholders and the project team. By noting the responsibilities of each party involved in the project, everyone is clear what their duties are.

In essence the charter should document the projects broad strokes, and while a project statement doesn’t need to go into great detail, there is more to it than these general statements. The definition of the project should be short because it refers to more detailed documents, such as a request for proposal.

One of the key parts of any project statement is to establish the authority assigned to the project manager. Other purposes of the document are as follows.

  • What are the reasons for undertaking the project? Note them here so everyone is clear about why they are doing what they are doing.
  • What are the objectives and constraints of the project? This is the what part of why the project is being undertaken. If this target is not clear then the project is going to miss the mark.
  • What are the directions concerning the solution to any constraints listed above? There should be at least an outline of how project constraints will be dealt with. If it’s not covered at this stage then it will be catch-up later.
  • Who are the main stakeholders? It’s always crucial to note the stakeholders in any project for they’re the ones who you’ll be reporting to and, in a sense, managing their expectations. The sooner you know who they are, the sooner you can build a productive relationship with them.
  • What are the in-scope and out-of-scope items? Scope is the boundaries of the project, such as its start date and when it concludes. So, what are the in-scope items, such those parts of the project process as opposed to tasks or actions that lay outside the step-by-step process of the project?
  •  What are the potential risks in the project? Identify all risks that could arise in the project so you’re not taken by surprise. This should be followed up by a risk register and risk management plan in the project plan, where you detail how you’ll resolve those risks and who on the team is responsible for catching and fixing them.
  • What are the project benefits? A good way to sell the project is to have a sense of what good the project will bring to sponsors and stakeholders. Figure out what those benefits are and list them here.
  • What are the project costs? While you’ll go into greater detail when you create the project budget, here is where you want to get a ballpark figure on what you expect the budget for the project to be and who will have spending authority.

There are a lot of documents necessary to run a project. Before you even get started there are many you have to create, from a project plan to a project budget and more. All these documents delve into detail on the items you’ve broadly stroked out in your project statement. So, why do you need another document, isn’t it redundant?

While it’s true you’re going to cover this ground on a granular level, this is your first pass, and there’s a reason it’s more general and comes before everything else. The following are three main uses of the document:

  1. You need it to authorize your project. This is the document that sells the project to your stakeholders and defines broadly what their return in investment will be. It’s like elevator pitch, so it has to sell the project.
  2. It serves as a primary sales document. When you present this to the stakeholders they now have a summary to distribute or present when approached about other projects, so they can focus their resources where they’re needed.
  3. This is a document that stays with you throughout the life cycle of the project. You will be referring to it throughout, whether at meetings or to assist with scope management. The charter acts like a roadmap without the entire minutia to distract you in other project materials.

There’s a process for writing a project charter, which starts with knowing what the vision of the project is. That vision statement can’t be vague, but must capture the purpose of your project, defining the end goal for the project team.

Step 1: Vision

Once you have the vision clear, then you can break it down into more practical bits.

  • Objective. List three to five objectives of the project, be SMART: specific, measurable, achievable, realistic and time bound.
  • Scope. Now outline the formal boundaries of the project by describing how the business may change or alter by delivery of your project, also note what’s relevant to the project and what is not. This is how you maintain better control of the project.
  • Deliverables. Describe each of the deliverables the project is tasked to produce. Once you’ve gotten all of them down, you’ve got a foothold on your charter and are ready to move on.

 Step 2: Organize

When you’re building a structure for your charter there are four subsets you’re going to need to identify. This is done by listing the following:

  1. Customers/End Users. To complete this list, ask yourself: What is a customer and/or end user in the context of this project? Who are the project customers? Is there a specific individual or entity responsible for accepting the deliverables of the project?
  2. Stakeholders. As noted earlier, identifying the stakeholders of the project is crucial. They are the person or entity within or outside of the project with a specific key interest in that project. It might be a financial controller overseeing costs or the CEO, but whoever it is they’ll have a slightly different focus depending on their role.
  3. Roles. You need to assign the key roles and responsibilities to those involved in delivering the project, from the project sponsor, project board and project manager. After each entry write a short summary defining their role and what their responsibilities are in the project.
  4. Structure. Now you need to define the lines of reporting between these various roles in the project. Use a project organization chart to do this. It diagrams the structure of an organization and the relationships and roles of those involved in the project.

Step 3: Implementation

You have a vision and have organized the various parts of your project. Now you have to develop a plan to implement them. There are four parts to this:

  1. Plan. If you’re going to implement, then you need an implementation plan. This is a way to develop an atmosphere of confidence for your customers and stakeholders by listing the phases, activities and timeframes of the project’s life cycle. Gantt charts are the traditional planning tool for projects. They turn your tasks and deadlines into visual timelines. 
  2. Milestones. Milestones mark major phases in the project and collect smaller tasks into bigger chunks of work. The project should only have a few of them, that are milestones, but they are an important way to acknowledge the completion of a key deliverable.
  3. Dependencies. List all key dependencies and what their importance is to the project. These are tasks or activities that are linked to one another, as they will impact the project during its life cycle.
  4. Resource Plan. What resources are involved in the project? Break down this list into labour, equipment and materials. This is how you’ll know what you need before you need it, and you’ll be able to estimate your budget more accurately. As the project progresses and changes are introduced, you’ll need to adapt your resource plan.

Step 4: Risks, Issues & Budget

We’re almost done, but no charter is complete without collecting the potential risks and issues that can derail a project. This includes assumptions and constraints related to the project.

A risk is a potential issue that may or may not happen in a project. Risk is not always negative, as there is such a thing as positive risk, and you should prepare for that as well.

An issue is something that has already occurred in the project. Basically, a risk is future tense and an issue is present tense, but you have to be prepared for any and all eventualities when creating a project management charter.

Finally, with all the above information, you can sketch out a rough figure on how much it will cost to deliver the project within the timeframe you’re allowed. Then you present your charter, and once it’s approved and signed, the real work begins.

Once you’ve written your project charter and have approval from your stakeholders, then you’re going to need the right tools to manage the scope, tasks and resources of your project to ensure you bring it in under budget and on schedule. has access to cloud-based project management software that reports instantly when statuses are updated, so you know where your project is and how to keep it moving towards a successful completion. Try one of the award-winning software now with a free 30-day trial. 

The benefits of an effective project review process to improve performance

Never underestimate the benefits of conducting a review process at the end of each project. Lessons learnt are invaluable, understanding where the pitfalls can occur can save many a project manager. Normally there is apprehension in conducting a review in fear that the project failings are highlighted and this is never good for the ego. There is something therapeutic about outlining aspects which did not go according to plan and how they can be avoided in the future. There are many reasons why reviews are not held, but focussing on the negativity is not beneficial.

It is necessary to treat reviews in the same vain as any important part of the project management process.  Create policies, procedures and guidelines that recognize the phases of the review process – initiation, research and report.  Appoint and empower a review team with the responsibility to

  • Embed the capture of useful data and mini-reviews or retrospectives into the project
  • Assemble the right players (project performers, clients, functional managers and staff, etc.),
  • Collect and analyse project artefacts (for example, project status reports and notes) 
  • Create a set of interview questions for use in individual and group sessions,
  • Facilitate the sessions
  • Evaluate the findings and
  • Produce a report. 

Depending on the scope of the project and the availability of templates, the process from initiation through to reporting can take from a few days to weeks. It should be understood, that the review is part of a broader quality assurance process.  The contents of review reports are input to evaluate and improve the project management process.  Lessons learned are truly learned by an organization only when they are used to change performance for the better.

Make them happen as an integral part of the project – not just after it is over.  In other words, regularly review and adjust performance and capture lessons learned so that when the end of a major phase has completed or the project as a whole, there is a pre-existing list of lessons learned and issues to be discussed in depth and recommend next steps.

In Agile methodologies there is a review, a retrospective, after each Sprint.  This means that every week or two there is a stepping back to review and learn from performance.  A full project review takes place upon completion of the project.

One of the most effective ways to ensure that reviews are useful is to establish guidelines and provide checklists and agendas. Rather than creating yet another checklist and agenda for reviews, use one of the hundreds of templates, checklists and models, including your own project management process model.  Why reinvent the wheel?  Instead, do some research and either use an existing process description or craft one that combines the best features of several. 

Reviews can be laborious when the same exercises and sequences are repeated or when assertive individuals monopolize the review.  Participants need to be engaged to get the best from a review or any meeting for that matter. A well facilitated review will avoid simply reading through checklists and reports.  The review should be similar to a presentation.  Interactive events are presented where participants are facilitated to take an active part, sharing their points of view.   

Adding reflections on the emotional state of the project reinforces the importance of the “softer side” of projects – the interpersonal and interpersonal.  Having this as part of the guidelines for regularly stepping back to reflect makes it more likely that stakeholders will acknowledge their stress and how it affects their relationships.

Finally if resistance to reviews remains, then work to make sure that candid performance evaluation is valued and enabled by eliminating blaming and defensiveness. Add to that clear and practical guidelines, checklists and templates and effective facilitation with engaging exercises. Fold in executive sponsorship for continuous improvement.  

Hopefully, as organizations and their processes mature, effective performance reviews as an integral part of ongoing project performance improvement will become a normal.

The importance of a Project Management Office

The importance of a Project Management Office

The Project Management Office or PMO offers more than just a Governance and administrative function. It assists the project manager by providing support, developed standards, education and continuous improvement. As project managers who work in the coal face of day to day project delivery, jumping between sites, vendors, suppliers and customers. Ensuring the project is running smoothly by removing roadblocks and facilitating task completion.

So at times it can be challenge to get all the information in the field back to the home office and receive feedback. The PMO bridges the space between remote Project Managers and the home office by providing communication and collaboration support and linking those in the field with those in the office.

The PMO supports project managers by providing support, mentorship, education, guidance, and governance. Project Managers often have extensive reporting requirements that may keep them tied to a desk when they should be in the field. The PMO can step in to alleviate some of this burden by sharing knowledge and getting requests from the field to the right person in the office.

There is also a reliance on the PMO to provide reporting and documentation support, which enables the project manager to focus on the lower level requirements. To ensure there is cohesion with the PMO, it is best to ensure that at least some time is actually spent within the PMO, to ensure thorough training on all of the tools the company uses, educated on expectations and ready to go from day one.

As the PM starts in the field, the PMO should provide constant check-in and support, and if required the PM can be assigned a local mentor who provides support and guides the project manager past potential pitfalls.

The PMO also has the ability to provide Project Managers with required certified training, more than may be received in a year of employment. The scalable, flexible design of the PMO allows Project Managers to access industry standards and best practices from anywhere in the field or the office. With the backing of the PMO, Project Managers have the resources they need to implement and adhere to the highest quality standards.

Implementing a PMO has the capacity to bring in both expected and unexpected efficiencies. While more efficient project management can certainly be expected from the additional reporting support, PMOs can also prompt an overwhelming change in the atmosphere of everyday work, spurring a greater sense of connection between the home office and remote workers. The PMO can give field workers a renewed passion for growth that allows the project management teams to tap into existing staff and allocate more bandwidth to mentoring co-workers and building relationships within and increasing the overall capacity of teams.

The PMO has dramatic, positive implications for customers as well, as they experience increased communication on individual projects and better understanding of overall priorities and project status updates. Since the PMO provides reporting support, customers can expect to receive project updates that include their specific metrics, requirements, and measures of success, leading to increased transparency and greater customer satisfaction.

Project Management Process Flow Chart

A flow chart in project management is a visual representation which assists in understanding the methodology used to manage the project. The diagram shows the interdependent and parallel processes over the course of the project’s life cycle.

Project managers use a flow chart to offer a clear picture of process and to find ways to improve project efficiency. A flow chart displays graphically the project’s objective and seeks to more logically order the activities therein. But, a flow chart can also help with monitoring progress and even status reporting.

The project management flow chart is one of the many tools needed by a project manager to control the project. With the right project management software, management can be even more productive and efficient.

Project Management Process Flow Chart

A flow chart outlines whatever is required for the project to be successful. A flow chart can be just for the initiation process, for example, which would start with the initiation and flow to the project charter, it’s approval and whether that approval is given or not. That would then lead to two different streams: if the project charter isn’t approved, either adjust or cancel the project, which leads back to the initiation at the top of the flow chart, or it terminates in project cancelled. If the project charter is approved, then the planning process can continue.

The planning process is more complex. It starts with planning, collecting requirements and the development of scope. That can go either to project level indicators or a project scorecard, both of which lead to the project plan. That plan, of course, leads to resources, budgets, schedules, etc. Each of those subsets leads to another point in the flow chart, such as the communications or risk plan, which in turn flows into the change control plan and quality management. Eventually approval is reached, which leads to the executing process, or if no approval, then back to the beginning.

Executing can be a whole other flowchart, leading to the development of the project team, securing resources for quality assurance and the manner of communication distribution. Meaning there is either an adjustment, cancellation or can continue, and depending on which is chosen, it leads back to the beginning, cancelling that phase or moving on to the next procedure.

There is naturally a flow chart to note the monitoring and control processes of the project, which starts with monitoring and control and leads to an integrated change control plan. That leads to quality control, which flows into reporting risk and issues, and so forth.

Closing a project is a process, and therefore can be visualized in a flow chart. Commence with the close of the project, and then the activities that flow from that, including the verification and acceptance of project deliverables and operations, and then the transition to lessons learnt.

If preferred, the whole project process can be captured in a project management flow chart that can be used in congress with the others or as a standalone visual. This macro-flow chart would start with the whole project, leading from the project creation, documentation, task assignments, meetings, agendas, reports, etc. Each of these can lead to its own stream, such as project creation flows into monitoring the project status, while documentation leads to budget, schedule, etc.

Using a Visual diagram is important because it can aid in the understanding of complex systems, which helps easily drive projects to successful ends. As noted, a flow chart is flexible and can suit a variety of needs. In fact, a flow chart can assist, by creating a visual that helps visualise progress more quickly and intimately than a stack of documents can.

The flow chart can assist in all manner of project processes, such as the planning of a new product, documenting that process and modelling the business process for the project. It can also help manage workflow, data, the auditing process and anything else that is process-based.

Then there are different types of flow charts that can be used to diagram processes. A basic flow chart is a simple diagram that represents a series or sequence of steps that involve decision. The swim-lane flow chart breaks up the flow into columns, which is helpful for organizing activities into separate visual categories that illustrate different responsibilities or roles. Value stream mapping is a lean flow chart used to analyze and design the flow of materials and information at the system level, mostly used in manufacturing and product development. There are many more types of flow charts, but they all share certain elements, such as visualizing a process to understand that process at a glance.

Flow charts offer the visual clarity needed to make multiple processes clear and easy to communicate. They can be used to replace meetings in many cases as they clarify process. A flow chart also sequences events to reduce the possibility of over tasking teams, which saves time and resources. This leads to increased efficiency and effective analysis, which makes for better problem solving.

There is a difference between Work Breakdown Structure and flow charts. A work breakdown structure shows the tasks in a project. It is not good for showing process, like a project flow chart. A work breakdown structure is a hierarchical decomposition of the project scope that must be done by the project team to create the required deliverables.

A project management flow chart is better equipped to handle project process. They better communicate the process to everyone involved in the project and can be more effective in analysing problems. They also serve as a good source of documentation and guide through the project’s process. Flow charts even help in the debugging process and maintenance by placing effort where it’s most needed and in a more efficient fashion.

Work breakdown structures have their place in a project plan, but they are designed for a more specific task. The flow chart is a more flexible tool, but it is also an instrument for the overall process of the project as opposed to the individual tasks that make up the project.

The project management flow chart is just a map, really, a guide to how the project is going to proceed throughout the life-cycle. For the best implementation the right tools are needed. With the right PM software features, planning can be better, implementation, monitoring and closing of the project by following the flow chart. For example, with a real-time dashboard from, a project can be tracked as it progresses through the planned flow chart.

Flow charts help with the visualization of the project, and project management software provides the tools to take those visuals and execute them as planned. Sample a project management flow chart as a template to start using it in projects.

If project management software is required to assist with the implementation of a flow chart and keep projects on track, then look no further than, where there is a selection of cloud-based tools with features to steer each phase of a project to a successful end.

The Human Face of a Project Manager

Human Factor of Project Mangement

As organisations become more focused on digitisation for the ability to grow and innovate so an edge over competitors can be obtained. Processes are being continually refined and improved for the strategic initiatives to be executed. Hence aligning business and organisational goals to the projects to achieve this is paramount.

At the helm to achieve these changes is the project manager, assisting in guiding the organisations success with innovation, growth and differentiation. Placing emphasis on project management competency.

Recent research suggests that interpersonal and intrapersonal skills “emotional intelligence (EI)” play a more important role than cognitive intelligence, particularly in determining personal success and engagement of people in the workplace. The following Personal competencies form a basis for predicting a person’s EI (Emotional Intelligence) potential:

  • Identifying emotions
  • Evaluating how others feel
  • Controlling one’s own emotions
  • Perceiving how others feel
  • Using emotions to facilitate social communication
  • Relating to others

It can become frustrating and difficult to understand how team members feel about their work and roles on projects. Engaging team members socially can be a challenge and emotionally demanding for project managers, the truth is that many project managers struggle with the social and emotional dimensions of managing the human component of projects. Failure to recognize and improve upon emotional intelligence shortcomings dramatically increases the risk of a project manager failing in their career.

Signs that emotional intelligence is at risk and needs honing, include:

  • Lack of empathy for others
  • Inability to control ones temper or emotions
  • Refusing to acknowledge others’ points of view
  • Transferring blame and the inability to take responsibility for actions

Conversely, the following are a few signs of having high emotional intelligence:

The Project Manager:

  • Are very curious
  • Have exemplary leadership skills
  • Are in tune with their own strengths and weaknesses.
  • Make helping others a priority
  • Are adept at understanding facial cues and expressions.
  • Are an excellent judge of character

Regardless of where the project manager falls on the Emotional intelligence spectrum, there’s good news. There are many options and resources available for working to increase Emotional Intelligence.

Once it is understood where in the EI spectrum the project manager is located, there is an opportunity to hone Leadership style around areas that may need attention.

An Emotionally Intelligent Leadership style will allow not only to make assignments based on the unique personalities, goals, and backgrounds of team members possess, but to understand, connect and communicate on new levels.

This progression will foster professional growth, trust and understanding and greatly enhance interpersonal success and engagement while mitigating the risk of becoming a mundane project manager.

Hiring a Project Manager, Five Interview Questions

The position of project manager within any organization, the demands on time, patience with customers, it takes a very special person. The role requires being prepared execution, accountability, and leadership ability. If you are looking for your next Project Management role, then being prepared as you would for any project is very important, how to separate yourself from others also applying for a similar role.

Being in a position to answer the hard questions, being confident and articulate when answering is very important, but how do you prepare for the interview process, which at times and depending on your character can be an arduous task.

The following is a list of five interview questions that will help you be selected as the best candidate for the position of a project manager. Some of these interview questions are sure to distinguish you from other project managers.

Question #1: If We Provide You With A New Project, What Will Be Your Approach To Manage It, And How Would You Present Results?

On the surface, it seems like a simple question. However, what works here is this – It’s a process-based question. This question is to venture inside your brain, giving you a quick peek into the kind of work culture you have experienced in the past. This is probably the best way to understand the blueprint of your ideal approach, which can help the interviewer assess whether you would blend in the organization.
The second part of the question referring to the “presentation of results,” helps the interviewer understand how you would handle a standard project delivery. The interviewer will also get to know about presentation style and the perceived involvement of different team members in the process. In a nutshell, this is the perfect open-ended question to understand a personality, work style, team management attributes, and you’re most typical approach to fresh challenges.

Question #2 – What If We Assign You A Complex Project That Is Already Running Behind Schedule? How Would You Manage It And Bring It Back On Track?

This question tests your creativity and how well you can formulate a hypothesis. Just try and understand how you plan to maintain the level of quality without creating any undue pressure on other team members. The interviewer will try to notice whether you are willing to negotiate for more time or resources with the upper management.
Not all PMs are created equal. So, if you don’t like one specific approach or the way someone handled this imaginary problem, you are welcome to move on.

Question #3 – What’s The Nature of the Communication Style with Your Team Members?

Here’s a cold hard fact. PM’s that communicate well with their team members achieve far more than the rest. The nature of this question is to help the interviewer understand whether you are aware of the importance of communication mechanisms and how that affects team members. This is a prime indicator of how you would be able to manage the difficult conversations as and when the situation arises. If the interviewer doesn’t get a satisfying response, it’s quite likely that as a candidate, you would fail to deliver in the real world as well.

Question #4 – Share Your Experience Of When You Were Responsible For Training Others On Any One Aspect Of Project Management.

They say great leaders and great trainers have a lot in common with each other. That’s not entirely difficult to understand since good project managers are also known to be the big picture thinkers that influence major decisions in an organization. Holding such an influential position, most PMs become great communicators. That’s why the art of training, coaching, or mentoring should come naturally to them. If you share an experience where you were in the position to coach one of your team members, take it as a positive signal. This means you are good at guiding other team members to success (as compared to a one-dimensional PM, known for giving orders.)

Question #5 – If You’re Allowed to Design a Dream Job, What Would You Choose as General Metrics to Determine If a Project Is on Track?

We know that managing a project involves far too many moving parts and variables. This question allows you to tell how you would design the ideal metrics and judge your ability to delegate, organize, and manage assets in a hypothetical situation. This is an excellent way to judge your domain knowledge and skills, as well.


Given that looking for, training and actually attending interviews is a time-consuming process, being ready to answer questions of this nature can help you decide if you are the best fit for the organization. Obviously, there is no right, wrong, or inappropriate answer to these questions. However, it gives you a fair idea of what an interviewer wants from the position.

Here’s a bonus tip. Don’t forget to reverse the table and allow time in the end for candidates to ask you questions. This is a great way to understand what matters to them. Their own words will also help you decipher whether they have the correct mindset to succeed as a project manager in your organization. The basic idea is to create a challenging interview environment where candidates can showcase their business acumen along with the soft skills needed for the job.