Project Charter Generator

CRM Implementation Project Charter

Project Overview

This project will implement a new Customer Relationship Management (CRM) system to improve customer data management, enable better sales pipeline visibility, and automate key reports. The project's success will be measured by the following criteria: - All customer data is accurately migrated into the new CRM - Sales team is able to effectively manage their pipeline in the CRM - Key reports are automated and easily accessible

Scope

In scope: - Requirements gathering and documentation - CRM vendor selection - CRM instance configuration - Data migration from existing systems - User training and adoption - Report automation

Out of scope: - Changes to sales processes - Integration with other systems - Customization beyond MVP requirements

Key deliverables: 1. Signed requirements documentation 2. Configured CRM instance 3. User training materials 4. Automated reports

Stakeholders

• Project Sponsor: VP of Sales
• Project Manager: Sales Operations Manager
• Key Stakeholders:
  • Sales Leadership
  • Marketing Leadership
  • IT Manager
  • Customer Service Manager

Timeline

• Month 1: Requirements gathering and documentation
• Month 2: CRM vendor selection and contracting
• Months 3-4: CRM configuration and data migration
• Month 5: User training and adoption
• Month 6: Report automation and project closeout

Budget

The project budget is $75,000, funded by the Sales department. Any additional funding requires approval from the VP of Sales.

Assumptions

• A suitable CRM vendor can be found that meets requirements within budget
• Sales and other impacted teams will be available for requirements gathering and user acceptance testing
• IT will provide timely support for data migration and integration needs

Constraints

• The project must be completed within 6 months
• The CRM must be compatible with existing systems
• User training must be completed before the system goes live

Risks

1. Risk: Scope creep due to evolving requirements
   • Mitigation: Clearly define and gain sign-off on requirements, manage change requests through change control process
2. Risk: Low user adoption of new CRM
   • Mitigation: Involve users in selection and design process, provide adequate training, identify power users to champion the system
3. Risk: Data migration issues impact system go-live
   
   • Mitigation: Allocate sufficient time for data mapping and testing, validate data accuracy prior to go-live

Approvals

• [Name], VP of Sales / Project Sponsor

  • Signature: ______________________ Date: ________

• [Name], Sales Operations Manager / Project Manager

  • Signature: ______________________ Date: ________

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Please review and provide approval of this project charter to enable the project team to initiate work on the CRM implementation.