How to Develop a Charter Template

Save

People in business, non-profit organizations, and managing projects utilize the structure of a charter to convey key objectives about their initiatives to interested parties. The typical content of a charter includes information about the purpose, how the mission will be achieved, financial position, organizational structure and the cost or benefit anticipated. A well-written charter can help organizations organize these items, validate them against expectations, condense them into marketable highlights and serve as a trigger for acceptance, financing and marketing activities.

  • Gather a variety of existing charters. Planning documents for business ventures are different from those of non-profits or projects. Review the contents of each to determine the common denominator (body of knowledge) and use this as your basis for the template.

  • Develop categories for these common areas. Many charters have similar content, such as executive summary, purpose, product or service description, target population (market), strategy (approach), and organizational structure (participants). Determine which categories are appropriate for a single (or general) charter and which can be applied to specialized charter templates.

  • Create an outline of suggested content. Templates should provide guidance for the user, not tell the story. Develop a set of questions the each section should address. Alternate the road map, starting with a description of each segment, or section, followed by a list of questions that should be answered in greater detail.

  • Evaluate the template by conducting a test. Provide the template to potential users and experienced charter writers. Gather their feedback and incorporate the suggestions into the template.

  • Create a section for frequently asked questions that are likely to come from novice writers. Prevention and being proactive can help minimize the opportunity for misunderstanding.

  • Provide links to sample completed charters. Good examples will help build confidence and understanding among potential users and strengthen the validity and reliability of your instrument.

References

  • Photo Credit Jupiterimages/BananaStock/Getty Images
Promoted By Zergnet

Comments

You May Also Like

  • Project Risk Assessment & Management

    Risk assessment and management procedures help a project coordinator prevent losses in project activities. These losses may be significant if proper risk...

  • What Is a Company Charter?

    A corporation or nonprofit organization isn't a legal entity until it has been registered with the state and federal government. In order...

  • Example of a Six Sigma Project Charter

    Six Sigma is a methodology that companies use to improve quality by identifying and eliminating product defects or process errors. It is...

  • What Is a Program Charter?

    A program charter refers to a document that expresses the program's purpose (mission statement), as well as its scope and participants. It...

  • What Is a Committee Charter?

    The supreme law of the United States is defined in the U.S. Constitution, which can be described as a governmental charter. Similarly,...

  • How to Write a Project Charter

    Writing a project charter requires knowledge of the project's purpose and how it relates to the organization's mission statement and goals. A...

  • How to Make a Team Charter

    Team charters help to create and communicate a clear focus and direction for a team. Charters accomplish this by setting and defining...

  • How to Write a Customer Service Charter

    Competition for the loyalty of consumers makes it important for companies to do all they can to reasonably meet customers' needs. To...

  • How to Set Up a Free Charter for a Non Profit Corporation

    A nonprofit organization is, by law, an organization that does not distribute revenue to its owners. Any revenue retained by a nonprofit...

Related Searches

Check It Out

Are You Really Getting A Deal From Discount Stores?

M
Is DIY in your DNA? Become part of our maker community.
Submit Your Work!