ERP Project Charter Template

Project Charter Template v2.4  DOCX

ERP_Sherpas_Project_Charter_Template_v2.4.docx

A comprehensive, structured ERP Project Charter template covering all sections required to formally authorise and scope an ERP implementation: project overview, introduction, objectives and expected benefits, functional and technical scope, phasing, existing systems, integration points, exclusions, assumptions, constraints, governance structure, roles and responsibilities, budget and funding, and sign-off.

For a PM, the Charter is the single most important document in the project initiation phase — it defines the boundaries that protect both the client and the delivery team.

This template reflects real-world ERP project experience, with the hard-to-write sections already structured, helping the PM close the Charter quickly and move into delivery with clear stakeholder alignment.