Project Charter
Overview
- Automatically generated Table of Contents for quick navigation
- Collapsible headings throughout the page for easier reading and scanning
- Detailed Risk Register and Approvals Page built with Loop’s table component
- Real-time co-authoring for project teams, leadership, and SMEs
- Easy to duplicate and adapt for future initiatives or PMO standards
Benefits
- Clutter-free reading: collapsible headings make large charters easier to digest
- Faster alignment: TOC-driven navigation helps teams get to the right section instantly
- Standardized documentation: reusable formatting supports PMO consistency
- Transparent risk tracking: the centralized risk register table improves visibility
- Clear accountability: Approvals Page outlines roles, sign-offs, and timelines
- Effortless collaboration: real-time updates reduce email chains and version confusion
Common Questions About This Project Charter
What is this Project Charter built with?
The charter is built entirely with Microsoft Loop, using standard capabilities – an automatically generated Table of Contents, collapsible headings, the Loop table component for the Risk Register and Approvals Page, and real-time co-authoring. There is no custom code and no third-party tools involved. It is the kind of clean, maintainable project document Greg Zelfond builds for project teams and PMOs.
What’s included in the Project Charter?
The charter includes an automatically generated Table of Contents for quick navigation, collapsible headings that organize the document into easy-to-scan chapters, a detailed Risk Register table, and an Approvals Page outlining roles, sign-offs, and timelines. Real-time co-authoring lets project teams, leadership, and subject matter experts contribute together, and the whole charter is easy to duplicate and adapt for future initiatives or PMO standards.
Does this design use any custom code or third-party tools?
No. Everything in this charter uses standard Microsoft Loop functionality available in Microsoft 365. That matters because out-of-the-box solutions are stable, secure, and easy to maintain – nothing breaks when Microsoft rolls out updates, and there are no third-party licenses to manage. Out-of-the-box is the only way Greg builds.
Can this Project Charter be customized for our organization?
Absolutely. The chapter structure, Risk Register columns, approval roles, and section headings can all be tailored to your project methodology and documentation standards. Greg adapts the charter to the way your organization actually launches projects – whether you follow a formal PMO framework or a lighter-weight approach – so every new initiative starts from a template that fits your real process.
Can we use this Project Charter inside Teams or Outlook?
Yes. Loop components sync across Microsoft Teams chats, Outlook emails, and the Loop app, so the charter stays current wherever people work. A project lead can share the Risk Register in a Teams chat or paste a section into an Outlook email, and any edits appear instantly in the original charter – everyone references the same live document.
Can Greg build this Project Charter for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint and Microsoft 365 consultant and Microsoft MVP, he designs and builds out-of-the-box project documents like this one, tailored to your methodology, governance standards, and approval process. If you want a charter template your teams will actually use, reach out through the contact page to get started.
