Scope Team Charter

Scope Team Charter

1. Purpose

The purpose of the Scope Team is to develop and implement a new customer relationship management (CRM) system that will improve customer interactions, streamline processes, and enhance data reporting for [Your Company Name].

2. Objectives

Objective

Description

Deadline

CRM System Design

Complete design of the CRM system

December 15, 2054

System Development

Develop and test the CRM system

March 31, 2055

User Training

Conduct training sessions for end-users

April 15, 2055

Go-Live and Support

Launch the system and provide initial support

May 1, 2055

Post-Implementation Review

Evaluate system performance and gather feedback

July 1, 2055

3. Scope

Inclusions:

  • Design and development of CRM system features

  • Integration with existing databases

  • Training for users

  • Post-launch support

Exclusions:

  • Hardware procurement

  • Long-term maintenance beyond initial support period

4. Roles and Responsibilities

Role

Name

Responsibilities

Project Manager

[Your Name]

Oversee project progress, manage resources, and communicate with stakeholders

Lead Developer

John Smith

Lead the development team, ensure technical quality, and handle system integration

Business Analyst

Emily Johnson

Gather requirements, liaise with end-users, and document business needs

Training Specialist

Michael Brown

Develop training materials, conduct sessions, and support users post-training

Quality Assurance

Sarah Lee

Test the CRM system, identify issues, and ensure system meets quality standards

5. Team Structure

Position

Name

Reporting To

Project Manager

[Your Name]

Steering Committee

Lead Developer

John Smith

Project Manager

Business Analyst

Emily Johnson

Project Manager

Training Specialist

Michael Brown

Project Manager

Quality Assurance

Sarah Lee

Project Manager

6. Communication Plan

Communication Type

Frequency

Audience

Medium

Team Meetings

Weekly

All team members

Video Conference

Status Reports

Bi-weekly

Steering Committee

Email

Stakeholder Updates

Monthly

Key Stakeholders

Presentation

Training Sessions

As needed

End-users

In-person/Online

7. Deliverables and Timeline

Deliverable

Description

Due Date

CRM System Design Document

Detailed design specifications for the CRM

December 15, 2054

Developed CRM System

Functional CRM system ready for testing

March 31, 2055

User Training Materials

Manuals and guides for end-user training

April 15, 2055

Live CRM System

Fully operational CRM system

May 1, 2055

Post-Implementation Report

Review and feedback report

July 1, 2055

8. Resources

Resource

Details

Budget

$500,000

Software Tools

Development and testing tools

Personnel

Project team members as listed in roles

9. Guidelines and Processes

  • Follow Agile methodology for development

  • Adhere to [Your Company Name]’s data security policies

  • Use company-approved project management tools

10. Risk Management

Risk

Impact

Mitigation Strategy

Delays in Development

Project timeline extension

Implement regular progress reviews and buffer time

Budget Overrun

Financial strain

Monitor budget closely and adjust as needed

Technical Issues

System functionality impact

Conduct thorough testing and have a contingency plan

11. Approval and Signatures

Name

Title

Signature

Date

[Your Name]

Project Manager

[Date]

John Smith

Lead Developer

[Date]

Emily Johnson

Business Analyst

[Date]

Michael Brown

Training Specialist

[Date]

Sarah Lee

Quality Assurance

[Date]

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