Project Charter Template

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Presentation transcript:

Project Charter Template

Project Charter Project Definition Deliverables/ Benefits Team Pain Point: As company’s B2B business matures, its getting harder to upsell/renew. There is a belief that we can improve the current process which may result in better allocation of sales team’s time and focusing on the “right” accounts Business Need: To streamline sales process for existing customers and make it more methodical and evidence driven. Critical Deliverables: Define and implement evidence driven process for renewals, up-sells and retention. Define dashboards/metrics with escalation triggers Tangible Benefits: Increased up-sell and retention rate Increase customer satisfaction Team Scope / Metrics Sponsor : Managing Director (Mrs. X) Process Owner : Sales Director (Mr Y) Project Leader : EMEA Sales lead (Mr Z) Core Team Members 1. …... 2. …... 3. …... 4. …... 5. …... 6. …... Stakeholders 1. ….. 2. …... 3. …... In Scope Retention / Renewals / Up-Sell for 10+ licenses Lessons learned from lost business Out of Scope Agency/Syndicates/Channels Addendums Key Metrics: Cycle/Work Time, Up-sell %, Lost business, Late renewals.