Project Charter Template

Project Team Roles and ResponsibilitiesTeam Member Roles ResponsibilitiesRebecca Nguyen ITSM Product Manager The Product Manager is theliaison to the Project Sponsorand Project Stakeholders, and isresponsible for facilitating andorganizing the project roadmap,managing the team workactivities, and resolving issuesraised by the Project Manager.Jodi Muller Project Manager The Project Manager developsand maintains the project plan(resourcing, implementation,work plans, etc.), monitor projectprogress, and ensures projectsare completed on time and withinbudget.Stakeholders IT Directors and Managers The Stakeholders will work withthe Product Manager in voicingconcerns or issues impacting thesuccess of the projects.Ramesh Doraivelu (PD)Senior Manager, BusinessIntelligenceThe Business Intelligence SeniorManager oversees the BusinessIntelligence Developers, ensuresoptimal, accurate, and timelytechnical solutions torequirements and requests. Inaddition, is a technical liaisonwith other departments,coordinating information systemsacross the Enterprise.Terrie Coleman Business Analyst Business Analysts analyze,interpret, and documentbusiness rules and requirementsfor technical systems. Inaddition, they assist inintegration and user acceptancetesting, support the developmentof training material, participate inthe implementation of systems,and provide post-implementationsupport.Jason Lin ServiceNow Developer The ServiceNow Developers willensure technical quality of thesystems and products, controlsystem development andoperation during implementation,provide input into the projectplans for work completed status,produce all technical projectdeliverables, documentation anddesign specifications, andensure technical issues areresolved.UCSF ITS Product and Project Management OfficeProject Charter 1.0 4

George Meng and TBH Programmer/Developer –Business IntelligenceThe Business IntelligenceDevelopers will ensure technicalquality of the systems andproducts, control systemdevelopment and operationduring implementation, provideinput into the project plans forwork completed status, produceall technical project deliverables,documentation and designspecifications, and ensuretechnical issues are resolved.Shawn Hall ServiceNow Administrator Administrators maintainknowledge of how the systemoperates and are responsible forestablishing processes andenforcing policies such as useraccess (accounts). In addition tomonitoring and supporting thesystem, they contribute to usertraining, communication,troubleshooting, and enhancingthe overall user experience.UCSF ITS Product and Project Management OfficeProject Charter 1.0 5

Communication StrategyWhat? Who? When? How?Description/Title Provider Recipient Frequency Format Medium/Distribution MethodKickoff MeetingProjectManagerProjectTeamOne Time Only Meeting Face to FaceConference CallProject TeamMeetingsProjectManagerProjectTeam,InviteesWeekly Meeting Face to FaceConference CallMeeting MinutesProjectManagerDistribution List2 days afterMeeting byCOBMS Word file onShared DriveEmailAction ItemsProjectTeamProjectTeamTBDMS Excel file onShared DriveFace to FaceConference CallStatus ReportsProjectManagerExecutiveSponsorBi-WeeklyPDF on SharedDriveEmailTechnicalDesign/DevelopmentMeetingsProjectManagerDevelopersTechnicalStaffTBD Meeting Face to FaceConference CallServiceNowUpdates/AnnouncementsProjectManagerProductManagerProjectSponsorITDirectorsAs Needed Email EmailProjectTeamCharter will be reviewed and signed by the sponsors and managerExecutive Sponsor ITSM Product Manager Senior Manager, BusinessIntelligenceReviewed By Date Reviewed By Date Reviewed By DateUCSF ITS Product and Project Management OfficeProject Charter 1.0 6