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Project charter template — Malaysia

Fill in the sections on the left and the finished charter builds on the right. It tells you what is still missing and flags dates that contradict each other. Download it for Word, save it as a PDF, or copy it as text.

Milestones The key dates between start and end

Nothing is sent anywhere.

12 of 12 essential sections filled

100%

Every essential section has something in it.

Project charter

Project management training for team leads

Project manager
Aisyah Rahman, HR manager
Sponsor
Tan Wei Ming, Operations director
Start
1 Feb 2027
End
31 May 2027

Purpose

Team leads run most of our projects without any formal training, and handovers between them are inconsistent. This project gives twenty team leads one shared way of scoping, estimating and reporting work.

Objectives

  • All twenty team leads complete the course by 30 April
  • Every live project has a written scope and a schedule in the shared format by 31 May
  • Status reports to the operations director use one template from May

In scope

  • A three-day course for twenty team leads
  • Adoption of a shared scoping and status-report template
  • A 30-day follow-up check with each team lead

Out of scope

  • Exam preparation or certification
  • Training for staff who are not team leads
  • A new project management software purchase

Deliverables

  • Training delivered to all twenty team leads
  • The shared scope and status-report templates
  • A follow-up findings note for the sponsor

Success measures

  • Twenty of twenty complete the course
  • Every live project has a written scope by 31 May
  • Sponsor receives all May status reports in the new format

Milestones

Charter approved by the sponsor5 Feb 2027
Grant application submitted26 Feb 2027
Training delivered23 Apr 2027
Follow-up checks complete28 May 2027

Budget

RM40,000 · Company training budget, with an HRD Corp grant claim

Key stakeholders

  • Tan Wei Ming, Operations director: sponsor
  • Aisyah Rahman, HR manager: project manager
  • Team leads: participants
  • Finance: budget and grant claim

Assumptions

  • All twenty team leads can be released for three days
  • The grant is approved before the training date

Constraints

  • Training must finish before the Q2 planning cycle
  • Budget is capped at the figure above

Key risks

  • Team leads are pulled back to urgent work during the course
  • Grant approval is slower than planned
  • Templates are not used after the course

Approval

Sponsor, project manager: name, signature and date lines are added to the downloaded document.

Project charter example — a staff training programme

The example loaded above is a charter for a project most HR teams will recognise: giving a group of team leads one shared way of scoping and reporting work. It fills all twelve essential sections, and its dates agree with each other, so it shows what a finished one looks like before you replace it with your own.

Two things in it are worth copying. The out-of-scope list says what the project will not do, such as certification or training for other staff, so there is something to point to when a request arrives later. And the success measures are things you can check on a date, not intentions.

What should go into a project charter?

There is no single required layout, and organisations differ. These are the sections charters commonly carry, and the reason each earns its place:

  • Project manager and sponsor. The sponsor is who authorises the project; the manager is who runs it. A charter with no named sponsor has nobody to settle disputes.
  • Purpose. Why the project exists. If you cannot say it in a few sentences, the project is not yet clear enough to start.
  • Objectives and success measures. What will be true when it has worked, in terms you can check.
  • In scope and out of scope. Both lists. The second is the easiest to leave out.
  • Deliverables. The things the project will hand over.
  • Milestones and dates. The few dates that matter, between the start and the end.
  • Budget. The amount and where it comes from.
  • Stakeholders, assumptions, constraints and key risks. Who is affected, what you are taking as true, what is fixed, and what could go wrong.
  • Approval. A signature line, because a charter nobody signed has not authorised anything.

Project charter template in Word, PDF or plain text

Download for Word saves a document you can keep editing in Word, with the signature lines added. Print or save as PDF opens your browser’s print dialog on the charter alone, and “Save as PDF” is an option there. Copy as text puts a plain version on your clipboard for an email or a chat message.

Your draft is kept in this browser so a refresh does not lose it, and nothing is sent anywhere. It stays only on the device you typed it on.

Project charter vs project plan vs scope statement

They are written at different points and answer different questions.

  • The charter comes first and is short. It says what the project is and why, names who is accountable, and authorises it to begin.
  • The scope statement expands the charter’s scope into detail: the deliverables, the boundaries and how each will be accepted.
  • The project plan says how: the schedule, the resources, the detailed budget and how the work will be managed. It is written after the charter has been approved.

Tools to use alongside your project charter

The charter fixes the dates, the people and the risks at a high level. These tools turn each into something you can work with:

Questions

›What is a project charter?

A short document that formally authorises a project and gives the project manager the authority to use the organisation’s resources. It records what the project is for, what it covers, who sponsors it and who runs it.

›What should be in a project charter?

There is no single mandated layout. Charters commonly carry the project manager and sponsor, the purpose, objectives and success measures, what is in and out of scope, deliverables, milestones, budget, stakeholders, assumptions, constraints, key risks and an approval line. The template above includes all of them and tells you which are still empty.

›How long should a project charter be?

Short enough that the sponsor reads all of it, which usually means one or two pages. Detail belongs in the project plan and the scope statement, which come after.

›Who signs a project charter?

The sponsor, who authorises the project, and normally the project manager, who accepts responsibility for running it. Some organisations add other senior stakeholders.

›Do I need a charter for a small project?

A short one still helps. Purpose, scope, owner, budget and end date fit on a single page, and writing them down surfaces disagreements while they are cheap to settle.

›Does Excel have a project charter template?

A charter is mostly prose, which suits a document better than a spreadsheet. This tool exports to Word and to PDF. If you track milestones in Excel, copy the milestone dates across from the downloaded document or the plain-text version.

›What is the difference between a project charter and a project plan?

The charter authorises the project and says what and why, briefly. The plan says how: the detailed schedule, resources, budget and management approach, written once the charter is approved.

›Is my charter saved or sent anywhere?

It is kept in your browser on this device so a refresh does not lose it, and nothing is sent to us or anyone else. Clearing your browser data removes it, so download the charter when you are done.

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