Macro layer in a hybrid development approach

THIS APPENDIX CONTAINS AN EXAMPLE of a project charter template that can be used to define the
macro layer in a hybrid, managed agile development approach. This template is provided as an
example and is intended to be customized to fit the project and business environment that it is
used in.
Project overview
Provide a brief description of the background behind the problem that the project or program is
intended to address to a sufficient level to allow the reader to understand the context of the problem.
Problem Statement
Provide a brief description of the problem that the project or program is intended to address from a
business or operational management perspective.
Project Vision
Write a concise vision statement that summarizes the purpose and intent of the project and describes
what the world will be like when the project is completed. The vision statement should reflect a bal-
anced view that will satisfy the needs of diverse customers as well as those of the developing organiza-
tion. It may be somewhat idealistic, but it should be grounded in the realities of existing or anticipated
388 E X A M P L E P R O J E C T / P R O G R A M C H A R T E R T E M P L AT E
customer markets, enterprise architectures, organizational strategic directions, and cost and resource
limitations. Consider using the following template:
For (target customer)
Who (statement of the need or opportunity)
The (product name)
Is a (product category)
That (key benefit, compelling reason to buy or use)
Success Criteria
What are the success criteria for the project? How do you know if the project has been successful?
Project Approach/Development Process
Identify the development process and/or any deviations from the standard methodology that will be
used for this project or program.
Project plan This section outlines the plan for managing the project.
The project scope defines the range of the proposed products and services the project will deliver.
Scope can be represented using a context diagram, an event list, and/or a feature table. Scope might
be subdivided into the scope of the initial product release and planned growth strategies for subse-
quent releases. It is also important to define what the project will not include, so describe limitations
and exclusions, such as product features or characteristics that a stakeholder might anticipate, but
which are not planned to be included in the project.
In Scope
The project scope provides an overview of the user stories that the project will deliver. Scope might be
subdivided into the scope of the initial product release and planned growth strategies for subsequent
Release Priority Story

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