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Project Charter for Inventory Storage Improvement Project

Scope overview

Scope overview: This project will improve how the logistics department where I work stores our inventory. The project will be an installation of VLM, which is a vertical lift machine. This will increase storage space and maximize the area we use for storage.

Business case: At the moment we store our inventory on roll away shelves or regular shelves. We have a lot of wasted space especially close to the top of the ceiling. With the VLM, we will use every inch of our area and have the ability to store additional parts also.

For this assignment, you will choose a project and create a project charter.  The project you choose may be a real-life work example, a personal example, or a proposed project.  You will work with this same project in the Final Project Paper with MS Project Assignment*.  If you would like to discuss potential project ideas, don't hesitate to contact me.

Your submission should include a title page with your name, date, course name, course reference number, professor name, and project title.

Your project charter should include all of the charter elements shown in Exhibit 3.3 on page 65 of the textbook (The "success criteria" and "lessons learned" elements may be excluded at this time.) 

Project management is an iterative process and things will change as a project moves forward, but be as detailed and specific as you can at this point.

Here are some answers to other potential questions related to the Project Charter Assignment:

  • There is no specified minimum or maximum number of pages for the assignment. Use the Grading Rubric to assess whether your submission adequately meets the grading criteria.
  • No references are required. If you do use references, ensure they are credible, scholarly, and are formatted per APA 6th edition guidelines.

When possible, the first draft of these two sections should be provided by the sponsor or the leadership team. One to four sentences for each is enough—but it needs to be in writing. Many teams find that, because these are the “what and why” of the project, it is easier to work on them at the same time. Teams often brainstorm key ideas and then craft the parts on which they agree into smooth-flowing statements. If the sponsor provides a first draft of these sections, the project manager and core team carefully dissect it to ensure they both understand and agree. The project manager and team frequently propose refinements on the original draft.

Scope overview and business case examples are depicted in Exhibit 3.5.

Scope Overview and Business Case Examples

This project will initiate a Phase II multicenter clinical trial at Cincinnati Children’s Hospital Medical Center (CCHMC). The trial will be conducted at five medical centers in the United States to investigate the safety and efficacy of an investigational drug’s ability to improve cognitive functioning and quality of life in pediatric patients with Tuberous Sclerosis Complex. The project is a follow-up study of a Phase I clinical trial conducted at CCHMC.

Business case

This project will design, develop, and implement an online tuition reimbursement system that will provide employees with a self-service tool to submit a request for tuition reimbursement payment. This project will incorporate a workflow process that will do the following:

  • Move the request to the appropriate personnel for approval.
  • Alert the employee of any additional items necessary for processing the request/
  • Upon approval, send the request to payroll for final processing.
  • Notify the employee of payment processing.

Development Of A Biological Research Specimen Shipping Center Project Business Case The purpose of this shipping center is to provide professional shipping services and supplies for CCHMC employees who are responsible for shipping biological specimens as part of research. This shipping center will improve compliance, streamline shipping processes, enhance research productivity, reduce time and money invested in employee training, and reduce potential liability for noncompliance.

Establishing A Second Pulmonary Function Testing (Ptf) Lab Project Business Case An additional PTF lab will enhance patient access by:

  • Decreasing wait times and
  • Providing a convenient location close to primary care appointments.
  • Diagnosis,
  • Accurate assessment, and
  • Chronic management of pediatric lung disease.
  • Increasing availability of PTF and
  • Increasing community referrals for PFT.

The project manager and team decide whether this optional section is necessary for their project as they construct the scope overview and business case. If the scope overview and business case seem detailed enough for all important stakeholders, an extra background section may not be needed. If necessary, the team probably brainstorms ideas and then combines them into a single smooth statement. An example of a background statement for a project to start a new co-op business is shown in

Interfaith Business Builders is an organization of diverse Cincinnatians that develops and promotes community-based, employee-owned and -operated cooperative businesses (co-ops). Our co-ops create new jobs and ownership opportunities for low-income people in sustainable local businesses. Members of IBB come from a variety of faith and social backgrounds, share a passion for social justice and the empowerment of people, and value community, cooperation, opportunity, and solidarity. Our cooperatives are businesses that follow these seven principles: voluntary and open membership; democratic member control; members’ economic participation; autonomy and independence; education, training, and information; cooperation among cooperatives; and concern for community.

The first step in the iterative process of developing a project schedule is to define major milestones. This section of the charter can be developed most effectively by focusing on why you are doing a project before diving into all of the details. A method of depicting all of this information so it is simple to understand is to set up a four-column table with Milestone, Completion Date, Stakeholder Judge, and Acceptance Criteria heading the columns. An example of a milestone schedule with acceptance criteria for a project converting to a centralized electronic record system for a major research hospital is shown in Exhibit 3.7.

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