CXM Strategy Project Charter Template

Author(s): Ben Dickie, Jessica Jenkins

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Use Info-Tech's CXM Strategy Project Charter Template as a project management tool. Centralize critical information regarding project objectives, staffing, timeline, and expected outcome of the project.

The project charter will help you:

  • Document the project sponsor
  • Identify purpose, goals, and objectives
  • Identify the project risks and mitigation strategies
  • Build a cross-functional project team and assign responsibilities
  • Define project team expectations and meeting frequency
  • Develop a timeline for the project with key milestones
  • Identify metrics for tracking success
  • Receive approval for the project

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Build a Strong Technology Foundation for Customer Experience Management

Design an end-to-end technology strategy to drive sales revenue, enhance marketing effectiveness, and create compelling experiences for your customers.

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