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2.5: Submission Checklist

  • Page ID
    49212
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    Submission Checklist – UCMS Project Charter

    Deliverable: UCMS Project Charter
    Use this checklist before you submit. You are responsible for ensuring your work is client-ready.

    Document Structure & Completion

    • Header Section – Project title, your name, date, and version number included
    • Purpose / Objective – Explains UCMS’s core problem and what the chartered work aims to achieve
    • Business Context and Alignment – Clearly ties the project to UCMS’s mission, strategic drivers, or pain points
    • Scope Overview – Clearly outlines what’s included in the planning effort and what’s excluded
    • Project Constraints – Lists and ranks key constraints (e.g., timeline, compliance, scope) with justification
    • Success Criteria – Contains 3–5 specific, measurable outcomes that define success
    • Stakeholders and Roles – Names real people (from the memo), titles, and clearly defines their role and influence
    • Risks and Assumptions – Identifies at least two real risks and two assumptions with neutral language
    • Deliverables and Timeline – Includes a table with 3+ key deliverables and target dates
    • Approval Section – Table created with columns for name, title, signature, and date (signatures may be placeholder text)

    Writing, Formatting & Professional Tone

    • Client-appropriate tone – Written for UCMS stakeholders, not academic instructors
    • Clear organization – Uses headings, white space, and tables to improve readability
    • Narrative + structure – Each section flows with context, not just bullet points
    • No filler or vague phrases – Avoids phrases like “to improve operations” without specifics
    • Document is polished – No spelling, grammar, or formatting issues
    • File format is correct – .docx or .pdf, named UCMS_Project_Charter_YourLastName.docx

    Best Practice Integration

    • Anchored in Purpose – Charter opens with a compelling “Why now?”
    • Named Constraints – Constraint priorities are declared and explained
    • Defined Success – Measurable indicators are listed and contextualized
    • Stakeholder Intelligence – Stakeholders are real, named, and described accurately
    • Risks + Assumptions Surfaced – Charter includes realistic risk and assumptions section
    • Clear Story with Structure – Entire document reads like a plan, not a form

    Final Sanity Checks

    • Would I be confident submitting this to the Dean of UCMS?
    • Does this document define a project clearly enough that my team could begin planning immediately?
    • Does this charter build trust?
    • Have I gone beyond filling in a template—and actually made decisions?

    File Submission Info

    • File name format: UCMS_Project_Charter_YourLastName.docx
    • File type: .docx or .pdf
    • Upload to: [Specify location: Team Drive, LMS, etc.]
    • Due date: [Insert milestone due date]

    2.5: Submission Checklist is shared under a CC BY 4.0 license and was authored, remixed, and/or curated by LibreTexts.

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