Program Team Charter

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

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