AI Project Charter template
One-page charter to start any AI or AI-agent project: problem, value, scope, data, success metrics, risks and governance.
AI Project Charter
Project name: Sponsor / Business owner: Egisedge PM: Date / Version:
1. Business problem
What process is slow, costly or error-prone today? Who feels it?
2. Objective and value
Target outcome and measurable value (hours saved, error rate, cycle time, cost).
3. Scope
In scope: processes, entities, systems (e.g. Oracle Fusion GL, AP). Out of scope:
4. AI approach
Use case type (agent, classification, extraction, generation, forecasting). Model/platform (OCI Generative AI, Fusion AI Agent Studio, other LLM). Human-in-the-loop points.
5. Data
Sources, owners, volumes, sensitivity (PII, financial), residency requirements.
6. Success metrics
Accuracy / precision targets, adoption, business KPI, acceptance threshold for go-live.
7. Milestones
Discovery, data readiness, build, test and evaluation, UAT, go-live, hypercare.
8. Risks and assumptions
Top 5 risks with owners (link to AI Risk Register).
9. Governance
Steering committee, cadence, decision rights, stage gates.
10. Approval
Sponsor signature and date.