ENGAGEMENT PROJECT MANAGEMENT

PROJECT CHARTER
.

DELETE THIS TEXT BOX BEFORE USING DOCUMENT

Responsibility

This document is not an engagement letter, nor is it a contract or agreement with the client.
This document may be used to communicate engagement information during the kick-off meeting.
On engagements where it is not preferred to distribute the Engagement Letter or Contract, the project
charter may be used to communicate engagement objectives, scope and deliverables to the team. For
large and complex engagements, the charter may be accompanied by the Communication, Quality,
Resource and Risk Management Plans.
Engagement Manager

Usage

Purpose

Optional, may be used on large engagements to communicate engagement information to the

team.
It should be reconciled with the engagement letter to ensure that the scope, schedule and budget
are aligned.
Related Documents that may accompany the project charter
o Resource Management Plan
o Quality Management Plan
o Risk Management Plan
o Communications Management Plan

[Client Name]
Engagement Name

2005 KPMG International. KPMG International is a Swiss cooperative of which all KPMG firms are members. KPMG International provides no
services to clients. Each member firm is a separate and independent legal entity and each describes itself as such. All rights reserved.

ENGAGEMENT PROJECT MANAGEMENT

PROJECT CHARTER
.

Revision History:

Version

Changed By

Date

Revision Description

1. Project Objectives
[Reconcile with Engagement Letter]
Objectives:

2. Scope & Approach

[Reconcile with Engagement Letter]
Scope:

Approach:

3. Milestone Plan
[Describe the projects phase-end dates, and the criteria used for determining when each milestone is
completed. Note: to the extent this overlaps with the Project Plan, it can be completed by reference to the
Project Plan]
Milestone

Completion Criteria

Date

4. Client Deliverables
[Reconcile with Engagement Letter]
Client Deliverable

Description

5. Client Stakeholders
Stakeholder

Description

<Client Project Owner>

Representative

Whom does the Stakeholder represent on this project?

2

2005 KPMG International. KPMG International is a Swiss cooperative of which all KPMG firms are members. KPMG International provides no
services to clients. Each member firm is a separate and independent legal entity and each describes itself as such. All rights reserved.

ENGAGEMENT PROJECT MANAGEMENT

PROJECT CHARTER
.

Responsibilities

List the Stakeholders key responsibilities with regards to the project

being that is, their interest as a stakeholder.

Involvement

How the Stakeholder is involved in the project?

<Client Project Owner>

Representative

Whom does the Stakeholder represent on this project?

Responsibilities

List the Stakeholders key responsibilities with regards to the project

being that is, their interest as a stakeholder.

Involvement

How the Stakeholder is involved in the project?

6. Key Assumptions, Constraints and Dependencies

[Reconcile with Engagement Letter. Assumptions relate to any engagement items that the engagement team
assumes or expects will be available. A constraint is a limitation of the stated scope, such as any functions
or elements that are outside the scope of the engagement]
Assumptions:

Constraints:

SAMPLE ITEMS LISTED BELOW

The client will furnish each of the documents that are listed in
the request list (submitted DATE).
The KPMG engagement team will have access to building
NAME and three dedicated offices with phone & network.
SAMPLE ITEMS LISTED BELOW
The scope of the engagement will not cover DEPARTMENT
The KPMG team may not serve in a management role or make
any management decisions or judgements on behalf of the client.
A client manager will be available to provide ongoing guidance
and approvals.

[Identify key internal or external events that must occur before the project can be started or successfully
completed. If dates or other information is available, they should be included].
Event/Dependency

Responsible Party

Critical
Date

2005 KPMG International. KPMG International is a Swiss cooperative of which all KPMG firms are members. KPMG International provides no
services to clients. Each member firm is a separate and independent legal entity and each describes itself as such. All rights reserved.