这篇太长了就单独写一篇

3.项目立案报告模板

 Original article:

Project Charter Template

 

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Purpose   provide the Project Manager with the authority to apply organizational resources to project activities align customer and project expectations establish the purpose of a project demonstrate the Organizational Leadership Team's commitment to the project

Intended Audience   management stakeholders, customers other staff in the organization

 

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Components

1. Executive Summary

Write a few paragraphs describing at a high level the key elements of the project that are detailed throughout the charter.

2. Strategic Alignment

1.     Specific Strategic Initiatives

Answer the questions: What university initiatives does this project support? What are the expected outcomes or benefits (impact on processes, systems, people, organizations)?

2.     Project Stakeholders

Who are the customers and sponsors?

3. Project Definition

1.     Mission

State the purpose of the project.

2.     Objectives

Clearly state 1-2 project objectives that are concise, verifiable, feasible, and measurable.

3.     Scope/Major Deliverables

The project deliverables define the products/services that are produced by the project and clearly state what is not produced by the project. Deliverables not included may be those constructed in a later project phase, or those to be constructed by another project.

Be as clear as possible in defining the project deliverables. Clear and obtainable deliverables set the direction of the project and eliminate confusion about what work is performed and what products/services are delivered.

4.     Quality Specifications

Describe the product or service performance criteria from a customer perspective.

5.     Assumptions

Project assumptions clarify gray areas in the project scope. Any known assumptions that have been made regarding the project that may influence this agreement should be noted.

Note: Assumptions are made to fill knowledge gaps; they may later prove to be incorrect and can have a significant impact on the project. List only those assumptions that have a reasonable chance of occurring.

6.     Constraints

List any known constraints imposed by the environment or by management. Typical constraints may include fixed budget; limited resources; imposed interim and/or end dates; predetermined software systems and packages; and other predetermined solutions.

7.     Human Resource Requirements

Define the project team's organizations, roles and responsibility requirements. Provide a description of major participants including the various internal and external organizations.

Role	Responsibility	Time Commitment	Duration	Source (internal, external)

8.     If necessary, identify training requirements and begin to develop the Project Team Training Plan to be finalized after detailed planning. Training includes:

§         Technical training relevant to the project domain (e.g. IT development, procurement, logistics, systems training, etc.)

§         Team Training (e.g. team building, team effectiveness, team performance, consensus decision making, etc.)

§         Project Management (e.g. project management concepts)

§         Procedures/user manuals, training liaison, etc. needed for/by business users.

9.     Material/Equipment Procurement

Include information regarding the lease or procurement of required equipment and materials.

10. Milestones

Define the milestone schedule of the project, integrating three key elements: deliverables, due date or duration, critical dependencies.

11. Preliminary Budget/Cost Estimate

This estimate is prepared at a gross level for the project charter. Estimates are typically prepared for:

§         the duration of the project

§         the human resource requirements in terns of numbers and types of skills required on the team

§         the cost of performing the work defined in the project charter

§         the material and equipment resources in terms of quantity and duration.

Decisions to proceed with the project could be based on this information. Therefore, it is important to ensure that it is as accurate and realistic as possible. The objective here is to gain approval of the Project Charter as quickly as possible without developing project details.

As the project traverses through the stages outlined in the methodology, more information will be known and unpredictability will be reduced. Therefore, at the end of each stage and after detailed planning for the next phase, the cost/benefit analysis is updated and the information communicated as needed.

Good estimates require:

§         time and focus

§         historical information or previous experience

§         multiple, consistent estimating methods

§         knowledge of the work

Costs are divided into three types:

9.       Capital Items: associated with the procurement of assets that are capitalizable such as hardware and software

10.   Expense Items: associated with operating expenses, material, travel, training, supplies, books, copying, printing, etc.

11.   Labor: associated with the total time team members work on a project based on an hourly rate for each skill set or the actual salary of the team members

12. Major Overall Risks

Identify and assess known project risks.

Risk Event	Probability	Impact	Duration	Risk Strategy

13. Information Requirements

Describe the system of communications and the project performance documentation that will be provided to the various stakeholders.

Stakeholder	Report Requirements	Frequency

4. Related Products and Deliverables

Document known project dependencies with other groups within or outside of the organization.

Deliverable, Event, Support	Individual or Group Responsible	Team Owner

5. Approvals

Use this section to capture approval signatures from project stakeholders.

Project Agreement Approval Form
Project Name: I have reviewed the information contained in the Project Charter dated __________________, and agree to the baseline commitments specified in it.
________________________________ Name, Project Manager	________________________________ Signature	________________ Date
________________________________ Name, Project Sponsor	________________________________ Signature	________________ Date
________________________________ Name, Title	________________________________ Signature	________________ Date
________________________________ Name, Title	________________________________ Signature	________________ Date
________________________________ Name, Title	________________________________ Signature	________________ Date
________________________________ Name, Title	________________________________ Signature	________________ Date
________________________________ Name, Title	________________________________ Signature	________________ Date

6. Attachments

Include in this section copies of pertinent documents such as:

o      Business Case or Plan that initiated the project

o      University guidelines or policies applicable to this project

译文：

项目立项报告模板

目的 . 授权给项目经理申请项目活动的组织资源 列出客户和项目期望 建立项目目的 展示组织领导团队对项目的承诺

预计观众 管理 赞助商   客户 组织中的其他成员

 

组成部分

1.     执行概括

高度描写几短用于详细贯穿章节的项目的重要组成部分。

2.策略排列

1.具体策略的主动性

回答这些问题：这个项目所支持的大学主动性是什么？期望的效果是什么（对进程，系统，人物，组织的影响）？

2.项目的赞助商

谁是客户谁是主办方？

3.项目的定义

1.使命

陈述项目的意图

2.宗旨

清楚地陈述1-2个项目的意图，这些意图要简明，可核实，可行，可测量

3.范围和主要的交付

项目交付的定义是由项目所产生的产品或服务，并且清楚地陈述了哪些不是由项目所产生的。项目的交付不包括那些可能在后阶段项目的构建，或者那些由另一个项目所构建的。

 

尽可能清楚地定义项目交付。清晰的和可获得的交付指明了项目的方向，消除了有关执行什么工作，交付什么产品和服务的模糊性

4.质量规格

从客户的视角来描述产品和服务的表现标准。

5.假定

项目假定澄清了项目范围内的灰色区域。任何已知的被制定的项目假定有可能影响本协议的签订。

注意：假定可以填补知识的空白，他们可能过后证明是错误并且对项目造成重大的影响。只需要列出那些合理的可能发生的假定

6限制

列出任何已知由环境和管理强加的限制。典型的限制可能包括固定的预算，有限的资源，强制暂停或者是截止日期，预先决定的软件系统和包装和其他预先决定的解决方案。

7.人力资源要求

定义项目组的组织，角色和职责要求。提供一份主要参与者，包括各种内部和外部的组织描述。

角色	职责	时间的承诺	期间	来源（内部的 ，外部的）

 

 

 

 

 

8.如果有必要，核实培训要求且在详细地计划之后开始进行已经确定的项目组培训计划

培训包括如下内容：

有关项目领域的技术培训（如：信息技术的发展，获得，后勤学，系统培训等）

团队的培训（如：团队的构建，团队的效率，团队的表现，公众舆论决定的制定）

项目管理（如项目管理理念）

用于商务的步骤/使用指南，培训联络等

9.材料/设备的获得

包括有关租约的信息和所需要的设备和材料的获得

10.里程碑

制定项目里程碑计划，综合为三个主要的部分：交付，适当日期或时间，重要的依靠力量

11.初步预算和成本的估计

此成本估计是在毛利润的水平上来准备项目章节的。典型准备的估计有如下几个：

项目所需的时间

团队中所需的多种技能要求的人力资源要求

执行项目制定工作所需的成本

根据数量和时间决定所需要的材料和设备资源

在此信息基础上决定进行项目。因此，确保准确和现实的可能性是非常重要的。在此的目的就是要在没有开展详细地项目前尽快尽可能的获得项目章节的同意批准书

当项目越过方法学中的步骤限制，我们可以了解更多的信息，减少它的不可预料性。因此，在每一个步骤地结尾和下一阶段的详细计划之后，成本或利润的分析会被更新，需要时，信息会相互交流。

 

好的评估要求如下：

时间和集中点

历史的信息和先前的经验

多方面，统一的评估方法

工作知识

成本可分为如下三种类型：

9.资本项：有关的诸如硬件和软件可资本化的抵消的获得

10.费用项：有关的操作耗损，材料，差旅，培训，物资供应，书本，复制，印刷等的费用。

11.劳力：有关团队成员完成一个项目以每小时设置每个技能计费为基础的总时间，或者团队成员的实际薪水。

12.主要的总风险

确定和评估已知的项目风险

风险事件	可能性	影响	期间	风险策略

 

13.信息要求

提供给各个赞助商交流系统的描述和项目表现的文件

赞助商	报告要求	频率

 

4.相关产品和交付

了解项目所依靠的组织内外的其他团体的文件

交付，事件，赞助	个人或团体的职责	团队的所有者

 

5.同意书

用这一部分来争得项目赞助商的批准签字。

项目协议同意书
项目名字： 我已回顾了-----日的项目章节的有关信息，同意基本的承诺具体在。。。。。
项目经理	签名	日期
项目主办方
标题