Modèle de charte de projet et recommandations utiles à toutes les entreprises

ByKate Eby| 19 février 2019(mis à jour 7 août 2023)

Lorsqu’il s’agit d’obtenir le feu vert pour démarrer un nouveau projet, une charte de projet constitue une ressource indispensable. Elle décrit le projet et comprend les participants clés, sa portée, ses buts et ses objectifs généraux. Il s'agit d'un document extrêmement utile qui, une fois terminé, est souvent utilisé pour obtenir l’approbation d’un projet.

Une charte de projet comporte généralement une à deux pages, mais elle peut être plus longue selon l'ampleur, le type et la complexité du projet. Cet article vous guidera à travers les éléments essentiels d’une charte de projet, vous fournira des modèles gratuits de charte de projet et vous communiquera des exemples concrets pour vous aider à démarrer.

Modèle gratuit de charte de projet

Modèle de charte de projet

Téléchargez gratuitement un modèle de charte de projet dans Excel ou Word. Nous proposons également un modèle de charte de projet personnalisable dans Smartsheet, une plateforme d’exécution du travail collaborative et en temps réel, qui vous permet de mieux planifier, gérer et préparer des rapports concernant les détails du projet.

Télécharger le modèle de charte de projet

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Six Sigma Project Charter Template

Modèle de charte de projet Six Sigma

Download Six Sigma Project Charter Template
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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

Modèle de charte de projet agile

Download Agile Project Charter Template
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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

Modèle de charte de projet de construction

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

Modèle de charte de projet d'une page

Download One-Page Project Charter Template
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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 the项目Risks,Constraints, 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.

项目Charter Business Case Template

Modèle d'analyse de rentabilisation de la charte de projet

Download Project Charter Business Case Template
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项目managers need to create a detailed 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 the项目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.

团队还可以使用项目合同模板trategize 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:

  • 项目Name:Enter the project name.
  • 项目Manager:Enter the name of the project manager.
  • 项目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.
  • 项目Overview:提供高层的解释这个问题project will address, as well as the project’s purpose, business case, goals, metrics of success, and expected deliverables.
  • 项目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

De la simple gestion de tâches et de projets à la gestion complexe de ressources et de portefeuilles, Smartsheet vous aide à améliorer la collaboration et à accélérer le travail. Vous avez ainsi les moyens d'accomplir plus de travail. La plateforme Smartsheet facilite la planification, la capture, la gestion et la création de rapports sur le travail depuis n'importe où, ce qui permet à votre équipe d'être plus efficace et d'accomplir plus. Créez des rapports de synthèse sur les métriques clés et obtenez de la visibilité en temps réel quant au travail grâce aux rapports de synthèse, aux tableaux de bord et aux flux de travail automatisés conçus afin d'aider votre équipe à rester connectée et informée. Quand les équipes bénéficient de clarté quant au travail en cours, elles peuvent accomplir bien plus dans le même temps.Essayez Smartsheet gratuitement, dès aujourd'hui.

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