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] |
