Align your team, clarify scope, and launch with purpose.
 
This Project Charter & Initiation template is your go-to document for formalizing the start of any project. It helps you define the "why," "what," and "how" before execution begins, making sure stakeholders are aligned and expectations are set.
Whether you’re launching a new project, managing a program, or establishing governance on a client engagement, this template ensures a smooth and structured start.
 
What’s Inside
A fully editable Microsoft Word (.docx) template
Clearly structured sections including:
Project Purpose & Objectives
High-Level Scope & Boundaries
Key Stakeholders & Roles
Milestones & Timeline
Assumptions, Dependencies & Constraints
Governance & Approval Sign-off
Built-in guidance notes to walk you through each section
Clean, modern formatting - easy to adapt to your organization’s standards
Compatible with Agile, Waterfall, and Hybrid delivery models
 
Who It's For
Project Managers kicking off new initiatives
PMOs or Portfolio Managers enforcing governance standards
Consultants managing client projects
Teams that want a repeatable, scalable initiation process
 
Key Benefits
Clarify the Project Scope – Avoid scope creep and misalignment
Improve Stakeholder Engagement – Establish accountability early
Strengthen Governance – Document key roles and approvals
Reusable Framework – Adaptable for projects of any size or complexity