Project Charter Sample Partially Completed Template
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Project Name: New Customer Relationship Management (CRM) System |
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Project ID: N/A |
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Project Sponsor |
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Name: Alex Rodriguez |
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Title: SVP Business Development |
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Business Unit: Sales & Marketing |
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Email: arodriguez@companyname.com |
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Phone: 555-5555 |
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Project Manager |
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Name: Sarah Jackson |
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Title: Sr. Project Manager |
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Business Unit: Administration |
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Email: sjackson@companyname.com |
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Phone: 555-5555 |
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Project Manager Authority Level: |
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Project Business Case |
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The sales group has grown from 5 full-time employees to over 25 in 2 years. Previously, no CRM system has been used, rather the sales group has kept client contacts in their Outlook and on Excel spreadsheets. Given the expansion in the business (25% growth in revenue in one year) and the significant increase in sales staff requires the need for better control via a CRM system. |
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Project Description |
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Development and roll out/implementation of a CRM system for use by sales and marketing functions. |
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Project Objectives and Success Criteria |
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CRM system developed and implemented meets the needs of both sales & marketing. |
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Expected Risks |
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Budgeting is estimated and there is a risk that it will increase as needs of stakeholders are finalized. This is a large development effort for the Application Development group and there are a few unknowns that may affect the timeline of 1 year to completion and rollout.
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Functional Organization or Business Unit |
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Name |
Participation Level |
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Business Development – inside and outside sales |
Stakeholders – determine requirements |
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Marketing Department |
Stakeholders – determine requirements |
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Finance Department |
Stakeholders – determine requirements |
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Administration |
Stakeholders – determine requirements |
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Project Benefits |
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Benefit |
Project Business Impact Expected |
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Improved tracking of all clients at all stages of the sales cycle |
Improvement in close rate of client contracts; better tracking of clients’ current status in sales cycle; improved “touch” of clients. |
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Improved tracking of marketing campaigns |
Increased ROI of marketing campaigns; better able to determine successful marketing campaigns; improved marketing to specific audiences |
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Improved relationships between sales and marketing |
Increased knowledge sharing between sales and marketing to improve interactions with clients |
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Project Milestones |
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Milestone |
Completion Date |
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Kick off of project team |
December |
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Phase 1 development of CRM system |
March |
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Testing of Phase 1 |
April |
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Phase 2 development of CRM system |
June |
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Testing of Phase 2 |
July |
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Pilot release of CRM system |
September |
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Changes to system based on pilot program |
November |
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Final release of product |
December |
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Roll out company wide |
January |
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Project Budget (Estimated? or Final?) $850,000 (estimated) |
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Project Expenditures |
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Expenditure Type |
Estimated Cost |
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Testing platform |
$25,000 – $45,000 |
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Outside resources – application development support |
$100 – $200/hour – estimated at 20 hours/week for 45 weeks |
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Other expenses to be determined within 2 weeks |
TBD |
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