Vorlage und Richtlinien für Projektbeschreibungen, die jedes Unternehmen benötigt

ByKate Eby| 19. Februar 2019(aktualisiert 28. April 2023)

Wenn es darum geht, grünes Licht für ein neues Projekt zu erhalten, gibt es keine Ressource, die nützlicher als eine Projektbeschreibung ist. Sie umreißt das Projekt und umfasst wichtige Teilnehmer, Umfang, Zielsetzungen und übergeordnete Ergebnisse. Dies ist ein unglaublich nützliches Dokument, das, sobald es fertiggestellt ist, oft dazu verwendet wird, um eine Genehmigung für ein Projekt zu erhalten.

Eine Projektbeschreibung umfasst normalerweise ein bis zwei Seiten. Sie kann je nach Größe, Art und Komplexität des Projekts jedoch auch umfangreicher sein. Dieser Artikel führt Sie durch die wesentlichen Elemente einer Projektbeschreibung, stellt kostenlose Vorlagen für Projektbeschreibungen zur Verfügung und gibt Ihnen Beispiele aus der Praxis, die Ihnen den Anfang erleichtern.

Kostenlose Projektbeschreibungsvorlage

Project Charter Template-German

Laden Sie eine kostenlose Vorlage für Projektbeschreibungen in Excel oder Word herunter. Wir haben auch eine anpassbare Vorlage für Projektbeschreibungen in Smartsheet zur Verfügung gestellt, einer Plattform für die Echtzeit-Zusammenarbeit, mit der Sie Projekte besser planen, verwalten und über sie berichten können.

Projektbeschreibungsvorlage herunterladen

Microsoft Excel|Microsoft Word

六西格玛项目章程模板

Charta-Vorlage für Six-Sigma-Projekte

Download Six Sigma Project Charter Template
Microsoft Excel|Microsoft Word|Microsoft PowerPoint

Improve the quality and success rates of your projects with this Six Sigma project charter template. The template comes pre-filled with Six Sigma belt-level assignees (e.g., “Green Belts Assigned,” etc.), and helps ensure that you minimize waste, reduce costs, and enhance your competitive market position. This all-inclusive template prompts you to define project scope, establish a proposed schedule with key project milestones, assign resources, list project costs, and define any project risks, constraints, and assumptions — all to ensure improved project performance and deliverables.

To find more resources on applying the Six Sigma method to your project charters, readour article on Six Sigma project chartering.

Agile Project Charter Template

Charta-Vorlage für agile Projekte

Download Agile Project Charter Template
Microsoft Excel|Microsoft Word|Microsoft PowerPoint

This Agile-specific project charter template covers the fundamentals for successfully planning and executing iterative software projects. The template guides you through the basic components of an Agile project (e.g., project name, project champion, project sponsor, stakeholders, start and end dates, etc.), as well as the project details (e.g., executive summary, authorization, objectives, expected benefits, scope, milestones, and success metrics). This template is a perfect solution for project managers or Scrum masters to use to plan deliverables.

Learn more aboutimproving your Agile product charters.

Construction Project Charter Template

Charta-Vorlage für Bauprojekte

Download Construction Project Charter Template
Microsoft Excel|Microsoft Word

Use this customizable construction project charter template to define all of your proposed construction project features. The template includes space for general project information, the project purpose, the problem you aim to solve, the business case, goals, metrics of success, and the expected deliverables. Then, define the project’s scope, tentative schedule, and key milestones. Use theCost Typesection to list labor rates, quantity, and line-by-line total amounts.

One-Page Project Charter Template

Einseitige Projekt-Chartervorlage

Download One-Page Project Charter Template
Microsoft Excel|Microsoft Word|Microsoft PowerPoint

Use this print-friendly, single-page project charter template to provide project sponsors and clients with a comprehensive project overview. Enter general project information, including the problem to be solved, goals, objectives, and deliverables; define the project scope, schedule, project resources, and costs; and describe the project’s benefits. In theProject Risks,约束, andAssumptionssection, define your pre-project assumptions, the potential risks, and any constraints you must account for in order to successfully complete the project.

Read ourguide on project charter elementsto find tips for improving your project charters.

Project Charter Business Case Template

Projekt-Charta-Business-Case-Vorlage

Download Project Charter Business Case Template
Microsoft Excel|Microsoft Word

项目经理需要创建一个详细的document that provides the business case in order to get official stakeholder approval. Use this template to define the project goals, benefits, and deliverables, list the process owners, and describe the project scope. This template is the perfect fit for teams who need an all-encompassing method to specify project specifications and resources.

For additional options, check out our collection offree business case templates.

What Is a Project Charter?

A Project Charter provides a big picture overview of the project and often does double-duty as the business case. According to theProject Management Institute(PMI®), the organization that puts out the text, A Guide to the Project Management Body of Knowledge (PMBOK® Guide), a project charter organizes and documents a project’s needs and expected outcomes.

This resource helps provide a foundation for basing project decisions and ensuring they are in line with company goals. As such, it should include success metrics, how to accomplish the project, key players, and goals. It’s imperative to work with team members to help define these attributes before getting started.

What Is a Project Charter Template?

Aproject charter templateis a tool for defining project objectives, scope, and the required resources. Project managers can use a project charter template to outline the project in order to receive buy-in and approval from stakeholders.

Teams can also use a project charter template to strategize the best methods for how to successfully complete a project. In addition, a project charter template helps ensure that you have accounted for all of your project’s details, including costs, the problem you aim to address, the purpose, business case, metrics you will use to evaluate progress and success, and the expected deliverables. With a project charter template, you can also create a tentative schedule with a list of key project milestones. By taking all of this into account by using a project charter template, your project’s bound to be a success.

While project charter templates may vary, they most often include the following components:

  • Project Name:Enter the project name.
  • Project Manager:Enter the name of the project manager.
  • Project Sponsor:Enter the name of the project sponsor.
  • Organizational Unit:Enter the name of the business or organizational unit(s) that will undertake the project.
  • Expected Start Date:Note the project’s expected start date.
  • Expected Completion Date:Note the project’s expected end date.
  • Project Overview:Provide high-level explanations of the problem the project will address, as well as the project’s purpose, business case, goals, metrics of success, and expected deliverables.
  • Project Scope:Detail what is (and is not) included in the project scope.
  • Tentative Schedule:Provide start and end dates for the project’s key milestones.
  • Resources:Assign resources to the project, including project-specific development resources, support resources, and requested interdepartmental resources.
  • Costs:List all project costs, including any vendors you may need to hire.
  • Benefits and Customers:Specify the project’s expected benefits, as well as the process owner, key stakeholders, and final customer.
  • Risks, Constraints, and Assumptions:List any project risks, constraints, and assumptions so that project sponsors can see that you’re adequately prepared.
  • Prepared By:Enter the name of the team member who prepared the project charter, as well as the date they completed it on.

Get the Most out of Your Project Charter with Smartsheet for Project Management

Von einfacher Aufgabenverwaltung und Projektplanung bis zu komplexem Ressourcen- und Portfoliomanagement hilft Ihnen Smartsheet, die Zusammenarbeit zu verbessern und das Arbeitstempo zu erhöhen – und befähigt Sie, mehr zu schaffen. Mit der Plattform von Smartsheet ist es einfach, Arbeiten von überall zu planen, zu erfassen, zu verwalten und darüber zu berichten. So helfen Sie Ihrem Team, effektiver zu sein und mehr zu schaffen. Sie können über die Schlüsselmetriken Bericht erstatten und erhalten Echtzeit-Einblicke in laufende Arbeiten durch Rollup-Berichte, Dashboards und automatisierte Workflows, mit denen Ihr Team stets miteinander verbunden und informiert ist. Es ist erstaunlich, wie viel mehr Teams in der gleichen Zeit erledigen können, wenn sie ein klares Bild von der geleisteten Arbeit haben.Testen Sie Smartsheet gleich heute kostenlos.

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