Engagement charter

An engagement charter is a formal document outlining an engagement's objectives, scope, stakeholders, and key roles. It authorizes the engagement, defines responsibilities, and ensures alignment with organizational goals. It's crucial for securing commitment, providing clear direction, and establishing a foundation for engagement planning and execution.

The engagement charter will be automatically generated by advaise.app with information populated throughout the engagement record.

The style for the engagement charter document uses the organization's logo. Click on the Edit button to update the logo, colors and font. There are a number of style templates to choose from that define the layout and visual elements of the engagement charter. These are the same as the templates in the proposals module for consistency.

The engagement charter document is outlined by sections. Use the arrow beside each section to expand and view the details. Tailor these details as required by updating the content, choosing to include or exclude a section, and using the AI rewrite function to change the wording.

Click on the Refresh button to pull the updated details into the document.

When all sections are updated and you are satisfied, click the Download button to download the engagement charter in PDF or Word format.