How to use the Project charter template

Start a board from it
Use this template opens a new Freero board with the Project charter template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Project charter”.
Follow the instruction on the board
“Short enough to read in five minutes, firm enough to say no with. Get the sponsor to agree to "out of scope" as much as "in scope".”
Fill in each part
- Why this project The problem or opportunity, and what happens if we do nothing.
- Objectives Measurable results the project must deliver.
- In scope What the project will deliver.
- Out of scope What it will not do, even if asked.
- Constraints Budget, dates, rules we must work within.
- People and decisions Sponsor, lead, team, and who decides what.
- Risks What could stop us, and the plan for each.
- Done means How will the sponsor know the project is finished?
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Project charter board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Project intake request
A standard request for new projects: the problem, the expected benefit, urgency, rough size and sponsor, so requests can be compared fairly.
Portfolio prioritisation
Rank competing projects by value, strategic fit, cost and risk, then decide which to start, which to wait and which to stop.
Project closure
Close a project formally: confirm what was delivered, hand over to owners, release people and budget, and archive what matters.
Holiday cover plan
Plan who covers whom over a holiday period: dates away, what needs covering, the cover person and the handover notes.
Budget variance review
Compare what each budget line actually spent with the plan, explain the big gaps and agree what to do about them.
Annual budget cycle
Plan next year’s budget round: guidance from the top, team drafts, challenge sessions, approval and how it is shared.