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Ensure proper project management and stakeholder support from the start of your project by properly planning and scoping your enterprise content management (ECM) selection and implementation project.

Use this project charter template to ensure the following components of your project are scoped and documented prior to the launch of your project:

  • Rationale for an ECM solution procurement
  • Project stakeholders
  • Project organization and project team
  • Procurement steering committee
  • Project plan, timeline, and selection milestones
  • Pilot process
  • Financial obligations for an ECM selection and implementation
  • Project costs
  • Risk management

Use this template in conjunction with Phase 1: Launch the ECM Project and Collect Requirements of the blueprint, Select and Implement an Enterprise Content Management Solution.

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Select and Implement an Enterprise Content Management Solution

Understand the ECM vendor market, make an informed decision, and take a bottom-up, process-based approach for an agile solution implementation.

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