Program Team Charter

Program Name: Customer Relationship Management (CRM) System Development

Program Purpose: To develop and implement a new CRM system that will enhance customer engagement, streamline sales processes, and improve data management across [Your Company Name].

Objectives:

Objective	Description
1	Develop a user-friendly CRM system that meets the needs of sales, marketing, and customer service teams.
2	Integrate the CRM with existing systems for seamless data flow.
3	Ensure the system is scalable and secure, with data protection compliance.
4	Complete development and deployment within 12 months.

Scope:

In Scope	Out of Scope
Design, development, testing, and deployment of the CRM system	Development of custom third-party integrations not listed in the initial requirements
Integration with existing systems	Hardware procurement
User training and support

Roles and Responsibilities:

Role	Name	Responsibilities
Program Manager	[Your Name]	Oversees the program, ensures alignment with business objectives, manages budget and resources.
Project Lead	John Smith	Manages day-to-day project activities, coordinates with the development team, tracks progress.
Business Analyst	Alice Johnson	Gathers requirements from stakeholders, defines and documents functional specifications.
Development Team	-	Includes software engineers and developers responsible for building and testing the CRM system.
Quality Assurance (QA) Specialist	Emily Davis	Conducts system testing to ensure functionality and performance standards are met.
Training Coordinator	Michael Lee	Develops training materials and conducts user training sessions.

Stakeholders:

Internal	External
Sales Team	CRM Software Vendors
Marketing Team	IT Consultants
Customer Service Team
IT Department

Governance and Decision-Making:

Aspect	Details
Decision Authority	Program Manager will make final decisions on scope and budget changes.
Meetings	Weekly status meetings with key stakeholders to review progress and address any issues.
Steering Committee	Includes senior management and key stakeholders who will review major milestones and approve significant changes.

Resources:

Resource	Details
Budget	$500,000
Tools	Project management software (e.g., Jira), CRM development tools, testing tools.
Personnel	Program Manager, Project Lead, Development Team, QA Specialist, Business Analyst, Training Coordinator

Timeline and Milestones:

Milestone	Date
Program Kickoff	October 1, 2054
Requirements Gathering Completed	November 30, 2054
System Design Finalized	January 15, 2055
Development Phase Completed	April 15, 2055
Testing Phase Completed	June 30, 2055
User Training and System Deployment	July 31, 2055
Program Closeout	August 15, 2055

Risks and Assumptions:

Risks	Assumptions
Delays in requirements gathering could impact the development timeline.	Stakeholders will provide timely feedback and approvals.
Integration issues with existing systems may arise.	Required resources and personnel will be available as planned.