Project Charter and a Project Scope Statement

1 The charter
PROJECT SCOPE

Project name/title:

Membership Recruitment Task Force

Background/Introduction/Purpose:

In the past two years, membership has decreased 5%. This team is being called together to develop a strategy to increase member retention and to add 100 new members in the next two years.

Scope Statement (Expected results/desired outcomes)

The membership committee will develop a strategy and action plan to increase member retention and add at least 100 new members by June 2005.

II. AUTHORITY AND RESOURCE

Who has the authority to make decisions and allocate funds?

The committee has the authority to spend up to $5,000 for this project. The committee is empowered to do what it takes to get the task done (be creative).

What personnel resources are needed (expertise on the project team)?

A consultant who is a specialist on membership retention and recruitmentOne pro-active member from each of the regional chapters (8 people)A marketing specialist from our membership (1 person)A past president (1 person)Team leader (1 person)Total 11 team members plus a consultant

What is the budget?

To be determined at the first meeting—the following is what one team determined at their first meeting.
* Consultant ($2,500)
* Marketing materials ($1,500/mailing)
* Meetings ($1,000)

What is the time needed?

Six months

III. ROLES AND RESPONSIBILITIES

Tasks to be performed. Present the problem of a decreasing membership to the team at the first meeting and have them brainstorm possible tasks to increase membership. These ideas are developed into the project charter to report to the entire board. The following are typical suggestions: (Note how all begin with an action verb followed by an object, a person(s) responsible and a check point date.)
1 Research and select a consultant to work with committee (Tom, Mary and Bill—by Jan 1st)
2 Develop membership calling campaign in each region (8 regional committee persons responsible) Membership phone campaign in June
3 Develop marketing material (Tom—by April 1st)
4 Mail out marketing materials to all present and past members in May
5 Develop survey for members about "why people join, leave, benefits, etc.) (Bill, Joan, Jerri—by Feb1st)

IV. PRO...