Why should every engagement have a “Charter”?

According to Wikipedia, the following defines a Project Charter:  In project management, a project charter, project definition, or project statement is a statement of the scope, objectives, and participants in a project. It provides a preliminary delineation of roles and responsibilities, outlines the project objectives, identifies the main stakeholders, and defines the authority of the project manager. It serves as a reference of authority for the future of the project. The terms of reference are usually part of the project charter.

Whether you are coming onboard to consult as a Project Manager, Operations Consultant, Leadership Consultant, Business Manager, or any other role, just because something may not be called a ‘project’, you need to start by getting a very clear understanding of the effort.

You must define what is needed, who is doing what, who approves what, who do you escalate issues to, what are the overall goals and objectives, and what will inform your client that you have completed your work 100%.  Clearly document these key components before you start the race and make sure you consistently look back to remain on track and with a clear view of a successful finish!

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