Project Title – The proper name used to identify this project; Project ID – The working name or acronym that will be used for the project; Sponsoring Organization – The organization sponsoring this project;
business
Description
Project
Charter
Applicable Processes/Procedures: Identify the process for creating a project
charter
1.
General Information:
Project Title – The proper name used to identify this
project; Project ID – The working name or acronym that will be used for the
project; Sponsoring Organization – The organization sponsoring this project;
Sponsor Representative – The name of the person representing the Sponsoring
Organization; Prepared by – The person(s) preparing this document; Version –
Version of this document.
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Project Title: |
Concur
SAP Travel and Expense Solution |
Project ID: |
XXX001 |
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Sponsoring Organization: |
XXX |
Sponsor Representative: |
Cindy
Rosas |
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Prepared by: |
Andre
Menezes |
Version: |
Rev
01 |
2.
Project Stakeholders:
List all applicable project stakeholders.
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Position |
Title/Name/Organization |
Phone |
E-mail |
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Sponsor Representative |
Kristin Vaccaro |
987-654-3210 |
kvaccaro@hbs.edu |
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Program Manager |
Dovlyn Curtis |
234-567-8901 |
dovlyn.curtis@gmail.com |
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Project Manager |
Islam Areej |
345-679-0123 |
islamareej10@gmail.com |
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Customer / User
Representative(s) |
Kate Spencer |
456-789-1234 |
katejspencer@gmail.com |
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3.
Executive Summary
Provide a brief
overview of this project.
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XXX is a consulting company. Their main goal is to provide
IT services to other companies in the US, which requires its employees to
travel. XXX is facing huge challenges to control its budget in travel and
expense. Employees have been spending far more than XXXs travel policy
determines. Additionally, XXX currently uses manual processes to control its
expenses. The current process is, one needs to fill out a spreadsheet with all
expenses, print the receipts and put everything and a sealed envelope. Then,
the envelope needs to be delivered to HR. A few days later, HR delivers it to
the approver. The approver reviews it and approves it or not by signing it.
The approver then needs to deliver it to the financial department, which then
validates it and finally reimburses the employee. It is easy to see how many
problems can occur in this process. XXX believes it will be an opportunity to
improve its travel and expense policy, as part of the new solution
implementation. |
4.
Project Purpose
Explain the reason(s) for doing this project.
4.1.
Business Need / Problem
The Business Need / Problem is an issue or opportunity
pertaining to the business which needs to be resolved / acted upon. State in specific terms the issue or
opportunity this project will address.
Often, the Business Need / Problem is a critical business issue or
initiative in the Sponsoring Organization’s Strategic Plan.
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The company is in need to create
and implement a more efficient, controlled and cost-effective solution to
avoid the maximum errors that can occur during the process of travel and
expense procedure or SAP Concur in the company. |
4.2. Business Objectives
Define the specific Business Objectives of the project
that correlate to the strategic initiatives or issues identified in the
Sponsoring Organization’s Strategic Plan.
Every Business Objective must relate to at least one strategic
initiative or issue and every initiative or issue cited must relate to at least
one project business objective.
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Strategic Plan
Element |
Project
Business Objectives |
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Cost reduction of Travel and Expense. |
Implement a travel and expense solution by
50%. |
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Increase efficiency of the company. |
Eliminate unnecessary steps to improve productivity
and timelines. |
5.
Project Overview
5.1. Project Description
Describe the project focus, approach, customer(s), and
the boundary limits of the project.
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Project focus- Project Approach- Customers- Boundary Limits- |
5.2. Scope
The Project Scope addresses the who, what, where,
when, and why of a project.
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WHO- WHAT- WHERE- WHEN- WHY- HOW- |
5.3. Assumptions
Assumptions are statements taken for granted or
accepted as true without proof. Assumptions
are made in the absence of fact. List
and describe the assumptions made in the decision to charter this project.
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5.4. Constraints
Constraints are boundary conditions that the project
must stay within. List and describe the
constraints applicable to this project.
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6.
Project Requirements / Deliverables
The Project Requirements / Deliverables define what
the project must accomplish, including the customer/ user requirements and
products / services to be provided by the project.
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7.
Project Management Milestones and Deliverables
Provide a list of Project Management Milestones and
Deliverables. This list of deliverables
is not the same as the products and services provided by the project, but is
specific to the management of the project.
An example of a Project Management Milestone is the Project Plan
Completed.
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Milestone / Deliverable |
Estimated Date |
Responsible Individual |
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8.
Costs / Budget
Identify the initial funding required by the project
and/or committed to this project by the project sponsor. Additional funding may be requested /
committed upon completion of the detailed project plan.
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Purpose |
Amount |
Source |
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$ |
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$ |
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9.
Personnel & Other Resources
Identify the personnel and other resources required by
the project and/or committed to this project by the project sponsor. Additional resources may be committed upon
completion of the detailed project plan.
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Resources |
Description |
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Project Team |
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Support |
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Facilities |
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Equipment |
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Software Tools |
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Other |
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