Team agree the contents of their charter, in particular the deliverable list and scheduled dates.  

Assigned team member, (usually the Team Leader) completes the charter template (TMF405) and stores in a working folder of the documents tab of their project workspace.  

Once the charter it ready, the document needs to be moved (via Cut & Paste) into the Submitted documents folder of the document tab, and a project charter submission request generated.  

This is done by creating a new artifact in the 'Project Charter Submission' Tracker, a link is available from the communities and completing the required fields. The charter document and request submission are linked together via the associations tab. Once saved, the request is automatically routed into the approval process.

Guidelines on how to complete the charter are available in the template with optional sections clearly identified.

Guidelines on how to create a Project Charter Submission entry within the tracker are available via the community/tool.

Owner

	Name	Description	Type
	Team Leader		Role

Performed By

	Name	Description	Type
	Submitter/Requestor	Person or team who have submitted the request.	Role

The submission is taken, usually by the CP Program Manager and the appropriate review and approval dates are set.  Expert reviewers are notified by means of the contacts facitlity via the community and through the on-line reports which are available.

Expert reviewer have 1 week in which to review and return any comments & suggestions they may have.  All comments are to be entered directly into the system by:

  1. select the link (either in the Artifact ID or Title column) to open up the entry on the screen.

  2. Then provide any feedback into the ‘comment box’ to the left of the displayed screen,

  3. ( Attachements can also be included in the field underneath. )

  4. and select the ‘update’ button.

As all comments should have been entered directly into the charter submission, they will be automatically accessible from the history of 'comments' section of the artifact entry.

There are two types of charters - one for demonstration projects and then, all the others.

Incoming Links

	Name	Description	Link Label
	Collate Review Comments	All comments related to a charter submission are gathered together

Outgoing Links

	Name	Description	Decision
	Director of Demonstration Projects	Person heading up the Demonstration Progam area.	Catalyst
	SVP Collaboration Program	Person heading up the Collaboration Program of the TM Forum.	All charters

The submitted charter is reviewed and all returned 'expert review comments' are considered.

In the Event of a Catalyst Project the approving party is made up of the Director of Demonstration projects and the SVP of Collaboration Program.  

For all other charters the approval decision is made by the SVP of Collaboration Program.

Approvers are given 3 days from end of expert review period to make their decision.

Is charter approved for implementation or not

Incoming Links

	Name	Description	Link Label
	Approval Decision	Approving parties review charter & returned comments and makes decision.	result

Outgoing Links

	Name	Description	Decision
	Submitter/Requestor	Person or team who have submitted the request.	reject (email )
	Process, post & include in roadmap	Final processing of a charter after approval received	Approved

The approving team updates the charter entry with the results of their decision and enters any comments or actions they may have.  The entry is then routed back to the Program Manager for final processing.

The charter details are incorporated into the overall CP roadmap and tracked by the Program manager and will ensure that the approved charter is made available to the membership

This is the complete roadmap for the Collaboration Program and is available from: http://collab.tmforum.org/sf/go/doc3395?nav=1

The final charter document which will be posted on the TM Forum web page, (www.tmforum.org), displaying from the Charter section of the document library and the particualar team area.

Person heading up the Demonstration Progam area.

This is a generic role to deplict the person or team who has submitted the request for modification or for approval, which ever is appropriate.

Person who manages and maintains the Collaboration Program roadmap.

Members of the TM Forum

Person in charge of the final processing & posting of the charters or other deliverables.

Person heading up the Collaboration Program of the TM Forum.

This role is generally held by the Team Leaders Group, Change Control Group, Service Provider Leadership Council and the various Sector heads.

The chief duties of this committee are to develop the strategic plan in collaboration with the members. It also provides advice and guidance to the board, participates in the review and approval of project charters and deliverables as well as input to the Strategic Operating Plan

end of the project approval sub process.