Program Team Charter
Program Name: Customer Relationship Management (CRM) System Development
Program Purpose: To develop and implement a new CRM system that will enhance customer engagement, streamline sales processes, and improve data management across [Your Company Name].
Objectives:
Objective | Description |
|---|
1 | Develop a user-friendly CRM system that meets the needs of sales, marketing, and customer service teams. |
2 | Integrate the CRM with existing systems for seamless data flow. |
3 | Ensure the system is scalable and secure, with data protection compliance. |
4 | Complete development and deployment within 12 months. |
Scope:
In Scope | Out of Scope |
|---|
Design, development, testing, and deployment of the CRM system | Development of custom third-party integrations not listed in the initial requirements |
Integration with existing systems | Hardware procurement |
User training and support | |
Roles and Responsibilities:
Role | Name | Responsibilities |
|---|
Program Manager | [Your Name] | Oversees the program, ensures alignment with business objectives, manages budget and resources. |
Project Lead | John Smith | Manages day-to-day project activities, coordinates with the development team, tracks progress. |
Business Analyst | Alice Johnson | Gathers requirements from stakeholders, defines and documents functional specifications. |
Development Team | - | Includes software engineers and developers responsible for building and testing the CRM system. |
Quality Assurance (QA) Specialist | Emily Davis | Conducts system testing to ensure functionality and performance standards are met. |
Training Coordinator | Michael Lee | Develops training materials and conducts user training sessions. |
Stakeholders:
Internal | External |
|---|
Sales Team | CRM Software Vendors |
Marketing Team | IT Consultants |
Customer Service Team | |
IT Department | |
Governance and Decision-Making:
Aspect | Details |
|---|
Decision Authority | Program Manager will make final decisions on scope and budget changes. |
Meetings | Weekly status meetings with key stakeholders to review progress and address any issues. |
Steering Committee | Includes senior management and key stakeholders who will review major milestones and approve significant changes. |
Resources:
Resource | Details |
|---|
Budget | $500,000 |
Tools | Project management software (e.g., Jira), CRM development tools, testing tools. |
Personnel | Program Manager, Project Lead, Development Team, QA Specialist, Business Analyst, Training Coordinator |
Timeline and Milestones:
Milestone | Date |
|---|
Program Kickoff | October 1, 2054 |
Requirements Gathering Completed | November 30, 2054 |
System Design Finalized | January 15, 2055 |
Development Phase Completed | April 15, 2055 |
Testing Phase Completed | June 30, 2055 |
User Training and System Deployment | July 31, 2055 |
Program Closeout | August 15, 2055 |
Risks and Assumptions:
Risks | Assumptions |
|---|
Delays in requirements gathering could impact the development timeline. | Stakeholders will provide timely feedback and approvals. |
Integration issues with existing systems may arise. | Required resources and personnel will be available as planned. |
Approval:
Role | Name | Date |
|---|
Program Manager | [Your Name] | September 1, 2054 |
Project Lead | John Smith | September 1, 2054 |
Business Analyst | Alice Johnson | September 1, 2054 |
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