project-charter.md

Project Charter

• Project Charter
  • Drafting The Project Charter
    • 1. Complete Project Charter Worksheet
    • 2. Save Project Charter Worksheet in the Project's root directory within Box
    • 3. Enter Charter into Wrike

"Project Charters" characterize the summation of planed work in the Center for Computational Genomics and Data Science. This document defines the project intentions, resources, activities, and goals. Each project charter uses the CGDS project charter template as a guide to ensure completeness of the charter. Goals within the project charter must map directly to the goals of the CGDS which correspond directly from the UAB School of Medicine. The individual goals for members of the center also fall within the scope of the project's objectives. Project charters also dictate the deliverables and the plans to report project status.

Project Charters are living documents that live within Wrike, the project management tool the CGDS uses for collaboration. Every project that the CGDS adopts must have a project charter and track within Wrike.

To see an example of a project and project charter, look at Delphi within Wrike, https://www.wrike.com/open.htm?id=384147026

Drafting The Project Charter

1. Complete Project Charter Worksheet

Make a copy from the following link and fill out the project charter worksheet within Box. https://uab.box.com/s/r7cyttfeaybzgwy76ukb6zt665ims2gw.

2. Save Project Charter Worksheet in the Project's root directory within Box

Review the Data Policies where Project folders are located within Box. The project charter worksheet is saved into the corresponding project directory within Projects in box. This will serve as a jumping off point when entering project charters to Wrike.

3. Enter Charter into Wrike

With the completion of the Charter worksheet, the Project Charter is ready to be populated in Wrike from what's known as a Blueprint. The following are the steps needed to perform this entry:

1. Log into Wrike
2. If the project does not exist within Wrike, create the Project within Wrike within the corresponding section (e.g. Product Development for software tools, CGDS Analysis for research requiring analysis)
3. Create the project charter from a template in Wrike via a Blueprint. Scroll down the left sidebar navigation panel to the section titled Blueprints at the bottom and expand it
4. Right-click the Chartering Template in the Blueprints section and select Create from blueprint
5. Fill out the relevant information into the pop-up form
   1. make sure to appropriately name the project
   2. select the target parent Project folder to place the Project Charter in
   3. 
6. Use the Chartering worksheet previously created to fill in the corresponding information into the charter in Wrike
   1. In Wrike, select the newly crated project, on the right it will display the empty sections of the charter
   2. Select the Project Charter element and hit the double boxes that appear on the right side of the element (circled in red):
   3. Copy in the information from the following sections of the worksheet into the notes section
      1. Terms
      2. Roles
      3. Team
      4. Stakeholders
      5. Project Scope Statement
      6. External Dependencies
      7. Communication Strategy
   4. Close the ticket
7. Enter each Deliverable as an individual task in the Deliverables folder
   1. Review Objectives in the worksheet to see if some could be summed up into a deliverable
   2. Consider that many of the works we create could result in a paper being published, so consider adding a paper as a deliverable
   3. Verify if the project needs documentation as a deliverable
8. Enter each Objective as an individual task in the Objectives folder
   1. Consider organizing into a single Primary objective from the worksheet and then the rest being secondary objectives
   2. Depending on your designation of primary versus secondary, add the phase Primary Objective or Secondary Objective to the begging of the task name
9. Enter each Risk as an individual task in the Risks folder
10. Enter each Milestone as an individual task in the Milestones folder
    1. Each entry under Milestones in the worksheet will correspond to a sub-task in Wrike
    2. Some milestones will need to be expanded or consolidated
    3. Ultimately you should be less than 10 major milestones listed
    4. Information associated with a milestone is saved within the tasks

Once complete, the charter is ready for review. Visit the Project Workflow Section to continue the remainder of the project workflow.