Project Team Charter
I. Project Overview
Project Name: Customer Relationship Management (CRM) System Implementation
Project Description: The project aims to implement a new CRM system to streamline customer interactions, improve data management, and enhance customer service.
Project Scope: The project includes the procurement, customization, and deployment of the CRM system across all departments except finance.
Project Start Date: [Start Date]
Project End Date: [End Date]
II. Team Purpose and Objectives
The purpose of our team and the objectives we aim to achieve are detailed below:
Implement CRM System: Procure, customize, and deploy the CRM system within the specified timeframe and budget.
Train Staff: Conduct training sessions for employees to ensure effective utilization of the new CRM system.
Ensure Data Integrity: Implement measures to maintain data accuracy and security within the CRM system.
III. Team Members and Roles
Name | Role | Responsibilities |
|---|
[Your Name] | Project Manager | Overall project management |
[IT Name] | IT Specialist | CRM system customization |
[Coordinator Name] | Training Coordinator | Conduct training sessions. |
IV. Stakeholders
Identify key stakeholders involved in the project and describe their interest and influence:
Marketing Department: High interest, moderate influence
Sales Department: High interest, high influence
IT Department: High interest, high influence
V. Communication Plan
Communication Methods: Weekly progress meetings, email updates, and a project management tool for tracking tasks.
Meeting Schedule: Weekly meetings every Monday at 10:00 AM.
Emergency Contact: [Your Name] - [Your Company Number]
VI. Resources
List all resources available to the team, including software, physical spaces, and budgetary allowances:
CRM Software License: Acme CRM Pro - Access provided through IT Department.
Training Room: Conference Room B - Booked for training sessions every Thursday.
Budget Allowance: $50,000 allocated for CRM system implementation.
VII. Risks and Mitigation Strategies
Detail potential risks to the project and the strategies to mitigate them:
Risk 1: Delay in customization - Mitigation Strategy: Regular progress tracking and early communication with stakeholders.
Risk 2: Resistance to change from employees - Mitigation Strategy: Comprehensive training program and clear communication about benefits.
VIII. Milestones and Deliverables
Key Milestones:
Deliverables Summary:
Customized CRM System - [Date]
Employee Training Materials - [Date]
IX. Approval
Approver Name: [Name], Head of Operations
Date: [Date Signed]
X. Amendment History
This section tracks any changes made to the original team charter:
Date | Description of Amendment | Approved By | Signature |
|---|
[Date] | Added Marketing Department as Stakeholder | [Your Name] |
|
Team Charter Templates @ Template.net
