While a project charter is not required, it is recommended that you and your team create a charter at the beginning of a project. By doing so, the entire project team can align and buy-in to why the project is being planned and executed. If you've never created a project charter before, it is a short document that outlines the following:
- Cadence: how often regularly scheduled project meetings will occur (daily, bi-weekly, weekly, semi-weekly, monthly, quarterly, etc.).
- Objectives: are specific, measurable, achievable, realistic, and timely project goals.
- Benefits: is the intended value and/or outcomes the project plans to achieve.
- Risks: are any uncertain events or conditions that, if they occur, would have an effect on the project objectives.
Here are three quick steps on how you can access and update the charter.
Within the project sidebar, click "Overview".
Using the left navigation, click "Charter".
If you made any updates, scroll down and click the button, "Save Settings". If you do not click "Save Settings" your updates will not be visible in the future.