Develop Project Charter - Inputs

Project Integration Management

    Develop Project Charter - Inputs

  • Project Statement of Work

              A statement of work (SOW) is a formal document that captures and defines the work activities, deliverables, and timeline a vendor must execute in the performance of the specified work for a client.

    Business case

              A business case can be considered as the predecessor for any project. A business case is an argument, usually documented, that is intended to convince a project manager to approve the project. The logic of the business case is that, whenever resources such as money or effort are consumed, they should be in support of a specific business need. Business case depends on business attitude and business volume.


              Agreements may be in the form of contracts, memorandums of understanding (MOU), letter of intent, or other written agreements. When doing work for an external customer a contract is used. If this is the case, you use the SOW contained in the contract to document information in the charter. The project manager should mention the terms and conditions that provide direction on how the project should be performed, key milestone dates, funding constraints, and any other relevant information in the contract.

    Enterprise environmental factors (EEF)

              Enterprise Environmental Factors influence the organization, the project and its outcome. Every organization has to live and work within the EEF. The Enterprise Environment Factor can be either internal or external. 

    Internal factors 

                   •  Organizational structure of any organizations that are involved in the project

                   •  Information systems in an organization and their ability to share information

                   •  Human resources: their skills and availability

                   •  Portfolio management policies and processes

                   •  Project Management Office (PMO) policies and processes

                   •  Estimating, risk, and defect-tracking databases

    External factors 

                   •  Industry standards that apply to products or services

                   •  Regulatory laws or codes you need to comply with

                   •  Governmental policies, restrictions, and political climates

                   •  Marketplace conditions that influence pricing and availability of materials and services

                   •  Competitor information, such as the number of competitors, opportunities, and threats based on your competition

                   •  Financing availability and rates

                   •  Pending legislation that could impact your products, services, and processes

                   •  Availability of resources, both physical and labor

                   •  Changes in the market, either from competition or economic factors

                   •  Economic influences, such as unemployment and availability of credit

    Organizational process assets (OPS)

              The Organization keeps a database of all the information and records of the past executed projects and this information is stored in a central repository called Organizational Process Assets. They can be such aspects as:

                   •  Policies

                   •  guidelines 

                   •  procedures

                   •  plans 

                   •  Approaches or standards. 

    Other aspects include:

                   •  project management policies

                   •  safety policies

                   •  performance measurement criteria

                   •  templates 

                   •  financial controls 

                   •  communication requirements

                   •  issue and defect management procedures

                   •  change control procedures

                   •  risk control procedures 

                   •  procedures used for authorizing work 

                   •  historical information (these should be examined when starting a project) 

                   •  lessons learned reports

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