The Charter Clinic

A consultation for documents that are almost allowed to describe a project.

The process

The clinic checks purpose, scope, outcomes and the named sponsor. It also confirms that the proposed title is sufficiently distinct from existing initiatives while remaining consistent with enterprise naming conventions. A strong charter can therefore fail because its acronym has already been allocated.

The working record
  1. 01Purpose
  2. 02Scope
  3. 03Sponsor
  4. 04Name clearance

At the next gate

A project called ALIGN is renamed ALIGN+ after a portfolio collision. The plus sign creates an issue in the tracking system, requiring the charter to return as ALIGN Plus. The scope survives intact and is praised for its stability.

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Use the Notes for the Meeting before the Meeting to record the decisions and open questions from the preliminary conversation.

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