Free Scope Team Charter Template
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 | |
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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