Resources and tools

Project Charter

A formal document that clearly defines the project and outlines the necessary details needed to reach its goals.

Guiding Questions to project goals:

  • What do the various team members want to see from the project? Seek keywords in conversations such as goals, desires, outcomes, expectations, hopes, metrics and wants.
  • Which of the goals from your list are most important to the senior stakeholders who sponsored the project? Make note of these goals.
  • How will you know the project is done? Consider the ideal end result of the project and work backwards from there.

Guiding Questions to project deliverables:

  • What physical or digital items will the project produce?
  • Where in the conversation do the stakeholders discuss outcomes?
  • What are some keywords in the conversation that tell you about project deliverables? Consider words like output, outcomes, delivery, tasks, and responsibility.

Guiding Questions to charter's appendix:

  • Who are the stakeholders?
  • When do project stakeholders disagree on a particular topic?
  • Who is the "decision-maker"?
  • How is the misalignment clarified?
  • What is the final decision regarding the misalignment?


Project Management Tools

  • Asana
  • Basecamp
  • Trello
  • Jira
  • Microsoft Project or Project Libre
  • Smartsheet