Project Management example

Project Charter Example

A customer portal rollout charter clarifies scope, stakeholders, risks, and success metrics before kickoff.

Complete sample

Project Charter: Customer Portal Rollout

PROJECT CHARTER
Project: Customer Portal Rollout
Organization: Acme Enterprises
Date: 2026-06-12

Business Goal
Launch a self-service portal that reduces support requests and improves onboarding visibility.

Scope
User authentication, account dashboard, billing visibility, support ticket intake, and admin reporting.

Stakeholders
- Executive sponsor
- customer success
- support operations
- engineering
- and finance.

Milestones
- Discovery
- prototype
- beta
- launch
- adoption review.

Risks
Data migration delays, stakeholder availability, and changing support workflows.

Success Metrics
Reduce support tickets by 20%, improve onboarding completion, and publish weekly adoption reporting.

Approval
Sponsor approval: ____________________    Date: ____________________

Sample inputs

Fields used in this example

Project name	Customer Portal Rollout
Organization name	Acme Enterprises
Project goal	Launch a self-service portal that reduces support requests and improves onboarding visibility.
Scope	User authentication, account dashboard, billing visibility, support ticket intake, and admin reporting.
Stakeholders	Executive sponsor, customer success, support operations, engineering, and finance.
Milestones	Discovery, prototype, beta, launch, adoption review.
Risks	Data migration delays, stakeholder availability, and changing support workflows.
Success metrics	Reduce support tickets by 20%, improve onboarding completion, and publish weekly adoption reporting.

Why this project charter example works

This sample follows the same structure used by the Free Project Charter Generator, so you can compare the example with your own draft before exporting.

A project charter should create alignment before execution. It gives the team enough context to plan work while giving sponsors enough structure to approve scope and success criteria.

A charter is not a full project plan. It should define the business case, sponsor approval, scope boundaries, success metrics, and major risks before the team creates tasks and schedules.

Success metrics should be concrete enough for a kickoff decision. Use numbers, dates, quality thresholds, adoption goals, or approval milestones instead of broad goals such as improve operations.

Review this example for

Confirm the business goal can be measured.
Separate scope from future backlog ideas.
Identify sponsor, owner, and key stakeholders.
Review milestones and risks with the delivery team.

Create the next version

Use this example as a reference, then open the generator and replace the sample values with your business, client, employee, project, or finance details.

Open Project Charter generator