正式授权项目的存在,并授权项目经理将组织资源用于项目活动。
- 方法: 工程, 产品设计, 项目管理
项目章程

项目章程
- 敏捷方法论, 变革管理, 流程改进, 项目管理, 质量管理, 风险管理, 团队合作
目标
如何使用
- 由项目发起人或赞助人签发的文件,正式授权启动项目或阶段,并记录满足利益相关者需求和期望的初始要求。它包括目标、范围、利益相关者和高层次风险。
优点
- 为项目提供明确的起点和目标;在高层次上定义角色和职责;授权项目经理;通过确定边界来帮助防止范围蠕变。
缺点
- 可能过于高层次,无法提供详细的指导;如果没有得到适当的认可或沟通,其权威性可能会被削弱;制定它需要主要利益相关者的投入和同意,这可能需要时间。
类别
- 项目管理
最适合:
- 正式启动一个项目,确定其高层次目标和范围,并授权项目经理。
The Project Charter serves as a foundational tool in various industries, including software development, construction, and product design, where clear communication and direction are paramount. During the initiation phase, the Project Charter provides a formal mechanism for aligning stakeholders’ expectations and ensuring that all parties have a shared understanding of project goals. Typical applications can be found in research and development projects, where innovation must be guided within certain constraints, or in manufacturing, where it may define the parameters for introducing a new product line. Participants often include project sponsors, project managers, and key stakeholders who provide input on business needs and requirements necessary for project success. By outlining high-level risks, the Project Charter enables teams to proactively identify potential challenges, allowing for informed decision-making and resource allocation early in the project lifecycle. This documentation serves not only as a reference point for project staff but also fosters accountability through clearly defined roles and responsibilities, facilitating smooth transitions from the planning to execution phases. It acts as a safeguard against scope creep, providing a structured approach to maintain focus on defined deliverables as the project evolves.
该方法的关键步骤
- Define project objectives aligning with business goals and stakeholder expectations.
- Establish the project scope detailing deliverables, boundaries, and exclusions.
- Identify key stakeholders and their roles in relation to the project.
- Assess and document high-level risks and potential mitigation strategies.
- Outline project assumptions and constraints that could impact execution.
- Authorize the selection of a project manager and outline their responsibilities.
- Create a project charter document that encapsulates all the above components.
- Obtain formal approval of the project charter from the project sponsor or initiator.
专业提示
- Incorporate feedback loops from stakeholders while drafting the Project Charter to refine objectives and scope, ensuring alignment with expectations.
- Utilize a stakeholder analysis matrix to clearly identify and assign roles, responsibilities, and influence levels, minimizing ambiguities in communication.
- List potential high-level risks with associated mitigation strategies in the Project Charter; this prepares the team to address challenges proactively.
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制造运营管理(MOM)
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人工测试
手动搬运评估表 (MAC)
手动任务风险评估工具(ManTRA)