Audit — Dynamic Documentation Platform

1. Purpose

Formally authorise projects with a signed Charter that names objectives, sponsor, scope, and constraints.

2. Scope

Every project of ≥ $50k budget or ≥ 6 weeks duration.

3. Definitions

• Charter — The document that formally authorises the project and names the PM.
• Sponsor — The executive accountable for realising business value.

4. Roles & Responsibilities (RACI)

5. Procedure

1. Sponsor requests a project via the intake form.
2. PMO assigns a PM within 5 business days.
3. PM drafts the Charter (objectives, scope, success criteria, budget, risks, assumptions).
4. Sponsor signs the Charter; project is authorised.
5. PM opens the project in the delivery tooling and initiates planning.

6. Inputs & Outputs

Inputs

• Intake form
• Business case

Outputs

• Signed Charter
• Assigned PM

7. Controls & Metrics

8. Exceptions & Escalation

• Emergency projects (regulator or safety) may be initiated verbally with 48-hour retro-signing.

9. Records & Retention

10. Related Documents

• SOP-PM-02
• SOP-PM-03

11. References

• PMBOK 7
• PRINCE2

12. Revision History

See the Versions tab for the full change history maintained by the Auto-Doc Engine.

Document code: SOP-PM-01 · Aligned to PMBOK 7 Planning / PRINCE2 SU-IP. Controlled document — reproduction outside the UBC QMS requires the Quality Manager's approval.