How to Successfully Use a Business Initiative Charter [Template Included]

August 24, 2022

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WHAT IS A BUSINESS INITIATIVE CHARTER?

The Business Initiative Charter Template is a simple, structured view for laying out the key elements of a business analysis or improvement initiative including scope, objectives, activities, deliverables, stakeholders, measures of success, and critical success factors. These elements and structures are easily customized to suit the needs of the business environment or project. 

Why Should I Use It?

Clarifying and agreeing on the scope, mandate, and work to be delivered by a business initiative is a critical first step to ensuring success. This template is simple, clear, proven, and customizable facilitating the efficient and effective definition of any business improvement initiative. 

WHEN DO I USE THIS TYPE OF CHARTER?

This should be used at the beginning of a project to clearly outline the scope, objectives, and work required for delivery. The template can be used with the project team members to ensure alignment and the “job to be done” and can also be used with project sponsorship or other stakeholders to seek buy-in and endorsement.

Click Here to Download Your Free Business Initiative Charter >

For more information on our project management services, contact us at 623.980.8018 or by email at inquiries@johnlynchandassociates.com

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