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:

1. Implement CRM System: Procure, customize, and deploy the CRM system within the specified timeframe and budget.

2. Train Staff: Conduct training sessions for employees to ensure effective utilization of the new CRM system.

3. 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:

• Customization Complete - [Date]

• Training Sessions Completed - [Date]

Deliverables Summary:

1. Customized CRM System - [Date]

2. 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]

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