PROJECT CHARTER TEMPLATE EXAMPLE

GENERAL PROJECT INFORMATION

PROJECT NAME PROJECT MANAGER PROJECT SPONSOR

Positive Charge EMV Station Installations

Jane Matthews Jill DeGrassio

EMAIL PHONE ORGANIZATIONAL UNIT

Field Engineering, Operations, and Project Management

[email protected] 000-000-0000

GREEN BELTS ASSIGNED EXPECTED START DATE EXPECTED COMPLETION DATE

Wendy Williams (Project Management)

02/19/20XX 11/30/20XX

BLACK BELTS ASSIGNED EXPECTED SAVINGS ESTIMATED COSTS

Rakesh Agarwal (Director of Operations)
$897,654 $453,218

PROJECT OVERVIEW

PROBLEM Our goal for this project is to install 1,125 EV charging stations at 116 locations across the US, Mexico, and Canada to
accommodate malls' and service stations' EV-charging needs.
OR ISSUE

PURPOSE The implementation of the 1,125 EV charging stations will reduce fossil-fuel emissions and have a positive impact on the
environment. This will help fulfill Positive Charge's mission of being the world's largest EV-charging provider and reduce the
OF PROJECT environmental impact of fossil-fuel cars through our services.

BUSINESS As EVs become more prevalent, more EV-charging stations are needed to accommodate EV drivers' charging needs. The
implementation of the 1,125 EV charging stations at 116 locations across the US, Mexico, and Canada to accommodate
CASE malls' and service stations' EV-charging "traffic" will reduce the lengths to which EV drivers would have to travel for their next
charge. The implementation of the EV-charging stations will also result in a 24% profit for Positive Charge.
GOALS / The project goal is to install 1,125 EV charging stations at 116 locations across the US, Mexico and Canada. The metrics used
to measure success will primarily be the following key performance indicators (KPIs): Revenue Growth, Client Retention Rate,
METRICS and Customer Satisfaction.

EXPECTED Install 1,125 EV charging stations at 116 locations across the US, Mexico, and Canada to accommodate malls' and service
stations' EV-charging needs.
DELIVERABLES
PROJECT SCOPE
Operations engineers, project managers and field implementation engineers will work with third-party client site personnel to
WITHIN install 1,125 EV charging stations at 116 locations across the US, Mexico, and Canada.
SCOPE

Positive Charge is not responsible for third-party / client’s locations preparatory work (e.g., permits for digging, city region
OUTSIDE electricity-availability logistics, etc.). However, Positive Charge project managers can provide clients with a checklist to ensure
OF SCOPE their locations are adequately prepared for the installation of our EV charging stations.

TENTATIVE SCHEDULE
KEY MILESTONE START FINISH

Form Project Team / Preliminary Review / Scope 12/05/20XX 12/12/20XX

Finalize Project Plan / Charter / Kick Off 12/06/20XX 12/12/20XX

Define Phase 12/07/20XX 12/13/20XX

Measurement Phase 12/08/20XX 12/13/20XX

Analysis Phase 12/09/20XX 12/14/20XX

Improvement Phase 12/10/20XX 12/15/20XX

Control Phase 12/11/20XX 12/16/20XX

Project Summary Report and Close Out 12/12/20XX 12/17/20XX

RESOURCES
Janine Remagio - Project Manager
PROJECT David Coen - Chief Engineer
TEAM Rita Preze - CFO
Lisa Jones - QA Director
Donald Smythe - Field Engineer
Operations, Sales, Project Management, Engineering
SUPPORT
RESOURCES

TBD
SPECIAL
NEEDS

COSTS
COST TYPE VENDOR / LABOR NAMES RATE QTY AMOUNT

Labor Electro Charge Logistics, Inc. $78.00 200 $15,600.00

Labor Level 1 EVS $46.00 100 $4,600.00

Labor Level 2 EVS $58.00 50 $2,900.00

Labor EVC Fast Chargers $85,000.00 1 $85,000.00

Labor Battery Vendor $79,879.00 3 $239,637.00

Supplies Power Conversion System Vendor $68,686.00 1 $68,686.00

Miscellaneous Third-Party Software $68,768.00 0

TOTAL COSTS $416,423.00

BENEFITS AND CUSTOMERS
Jane Matthews - Project Manager
PROCESS
OWNER

Jill DeGrassio
KEY
STAKEHOLDERS

116 clients across the US, Mexico, and Canada (see attached client list).
FINAL
CUSTOMER

The implementation of the 1,125 EV charging stations at 116 locations across the US, Mexico, and Canada to accommodate
EXPECTED
malls' and service stations' EV-charging "traffic" will reduce the lengths to which EV drivers would have to travel for their next
BENEFITS charge. The implementation of the EV-charging stations will also result in a 24% profit for Positive Charge.

TYPE OF BENEFIT BASIS OF ESTIMATE ESTIMATED BENEFIT AMOUNT

Specific Cost Savings Estimator’s projections $25,000.00

Enhanced Revenues Finance's projections $92,500.00

Higher Productivity (Soft) Project management's estimations $17,500.00

Improved Compliance Operations' estimations $12,000.00

Better Decision Making Project management's estimations $18,500.00

Less Maintenance Project management's estimations $26,000.00

Other Costs Avoided Finance's projections $46,250.00

TOTAL BENEFIT $237,750.00

RISKS, CONSTRAINTS, AND ASSUMPTIONS
Though contract is signed, Operations still does not have approval for installation from cities of Denver and Yuma. Project
management to work with both cities to ensure proper permitting, etc. in time for scheduled installations.

RISKS

We have to "backfill" some key project management and field engineer positions to ensure we have people "on the ground"
to manage EV stations' implementation.

CONSTRAINTS

We assume that all permits for installation of EV-charging stations will be provided by clients by time of implementation.

ASSUMPTIONS

PREPARED BY TITLE DATE

Jane Matthews Senior Project Manager

04/22/20XX
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