Free Program Team Charter Template
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. |
Approval:
|
Role |
Name |
Date |
|---|---|---|
|
Program Manager |
[Your Name] |
September 1, 2054 |
|
Project Lead |
John Smith |
September 1, 2054 |
|
Business Analyst |
Alice Johnson |
September 1, 2054 |
