Docsiv
Docsiv AIDescribe a document, get a designed first draftProjectsKeep each piece of client work in one placeBrand kitsYour logos, colours and fonts in every appDocument analyticsSee who opened it and how far they readDriveEvery file and picture, shared with your team
All features
AgenciesPitches, retainers and reports for every clientConsultantsProposals from your notes, agreements signedCreative studiosBriefs, social sets and website feedbackStartupsDecks, investor updates and offer lettersSalesProposals that show you who read themFreelancersA quote, a contract and an invoice per job
Solutions overview
Make
Invoice generatorFormats: .pdfBranded invoices, downloaded as PDFProposal makerFormats: .pdfScope, timeline and pricing, laid outAI report generatorFormats: .pdfClient reports with chartsAI presentation makerFormats: .pptx, .pdfSlides to PowerPoint or PDFSocial media post makerFormats: .pngPosts, Stories and thumbnailsForm builderFormats: .csvSurveys, intake and feedbackOnline whiteboardFormats: .png, .svgSketch flows and plansVector editorFormats: .svg, .aiLogos, icons and illustrationsUI design toolFormats: .png, .svgApp screens, websites and prototypes
PDFs and files
Sign a PDFFormats: .pdfDraw or type your signatureEdit a PDFFormats: .pdfText, comments, pages, redactionEdit Word filesFormats: .docxOpen, edit and saveEdit PowerPoint filesFormats: .pptxOpen, edit and saveEdit Excel filesFormats: .xlsx, .csvOpen, edit and saveEdit imagesFormats: .jpg, .png, .psdPhotos and Photoshop filesDevelop photosFormats: .jpg, .dngA Lightroom alternative for sets of photos
All free tools
Learn
GuideHow-to docs and product walkthroughsBlogInsights, tips, and product updatesCase StudiesAgency workflows and customer stories
Get started
Help CenterAnswers, guides and a message to the teamMCP ConnectorUse Docsiv from Claude and ChatGPT
Book a demo
TemplatesPricing
Sign inGet started
Page 1 of 6
Page 2 of 6
Page 3 of 6
Page 4 of 6
Page 5 of 6
Page 6 of 6

What’s inside the Project Charter.

6 pages with real content in place. Rewrite them, reorder them, or add your own.

  1. 1Page 1A course of bricks, the title and a ledger of the project's facts, then the summary
  2. 2Page 2The background and business case with the yearly saving worked out, and five measurable objectives
  3. 3Page 3What is in and out of scope, side by side, and seven deliverables with owners and dates
  4. 4Page 4Nine milestones with who signs each off, and the budget by capital and revenue
  5. 5Page 5A RACI of the team against each deliverable, and the main risks rated for likelihood and impact
  6. 6Page 6Dependencies, success criteria, the communication plan and boxes to sign

When to use it.

Project Charter is a six-page charter for getting a project approved and keeping it on track, shown here as a housing association replacing its tenant portal. It opens with a ledger of the project's facts: sponsor, manager, dates, version, budget and status. Then come a summary, the background and business case with every saving worked out, five measurable objectives, scope in and out, deliverables, milestones and a budget split by capital and revenue. A RACI shows who does what, risks are rated for likelihood and impact, and it closes with dependencies, success criteria, a communication plan and boxes to sign.

Made for

  • Product teams kicking off a feature
  • Agencies agreeing scope
  • Project managers
  • Founders writing specs

Make it yours in four steps.

Open it in Documents and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Replace the tinted facts on the first page: your organisation, the project name and code, sponsor, project manager, dates, budget and version.

  2. Step 2

    Rewrite the summary and business case for your project, keeping each saving as a worked-out line in the table.

  3. Step 3

    Set your objectives, scope, deliverables and milestones, then update the budget so the capital, revenue and total columns still add up.

  4. Step 4

    Fill in the RACI, risks and communication plan with your own team, then send it to your sponsor to sign.

Start from the Project Charter now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Project Charter template free?

Yes. Create a free account and it opens in Docsiv's Documents app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Literata and Public Sans with #33414b, #a4432b, #ece5d8, and you can change any of them, rewrite every word and add or remove pages.

What can I export it as?

Documents in Docsiv offers: DOCX, PDF, ODT, RTF and Markdown exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the project charter for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

All brief templates

Start your brief with Docsiv AI

Describe the client or the project and Docsiv AI writes a first draft of your project charter for you to edit, share and send.