A sample project charter for an "Increase Membership" Task Force
Before we see a sample of a project charter, let's answer a couple of questions:
What is a project charter?
The project charter provides an understandable framework for all the participants. It may be written for a large volunteer project (a seasonal spectacular convention) or it may be designed to resolve a particular problem.
The project charter:
I. PROJECT SCOPEProject name/title: Membership Recruitment Task Force
In the past two years, membership has decreased 5%. This team is being called together to develop a strategy to increase member retention and to add 100 new members in the next two years.
Scope Statement (Expected results/desired outcomes)
The membership committee will develop a strategy and action plan to increase member retention and add at least 100 new members by June 2005.
II. AUTHORITY AND RESOURCESWho has the authority to make decisions and allocate funds?
The committee has the authority to spend up to $5,000 for this project. The committee is empowered to do what it takes to get the task done (be creative).
What personnel resources are needed (expertise on the project team)?
A consultant who is a specialist on membership retention and recruitment
One pro-active member from each of the regional chapters (8 people)
A marketing specialist from our membership (1 person)
A past president (1 person)
Team leader (1 person)
Total 11 team members plus a consultant
What is the budget?
To be determined at the first meeting—the following is what one team determined at their first meeting.
III. ROLES AND RESPONSIBILITIESTasks to be performed. Present the problem of a decreasing membership to the team at the first meeting and have them brainstorm possible tasks to increase membership. These ideas are developed into the project charter to report to the entire board. The following are typical suggestions: (Note how all begin with an action verb followed by an object, a person(s) responsible and a check point date.)
IV. PROJECT SCHEDULEWhen the action steps are outlined from the brainstorming session, a time line is developed. A sample from above could look like the following:
In this position charter the scope of the charter is very clear (increase membership by 100 members). The committee has been given a $10,000 budget to work with and a suggested outline of the people needed to pull this project.
The method is wide open. The committee is empowered, within those guidelines, to brainstorm and develop an effective plan. If the committee comes up with a need for more resources (money, personnel), they can present their plan to the board for approval. The committee needs to develop their own plan and business processes (sections III and IV of the project charter). In this way, they own the solution to the problem.
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