Solutions & Tools

At Charter, we know that precision and productivity start with the right tools. Our Solutions & Tools hub is your one-stop destination for expertly crafted project templates, ready-to-use solution packages, and customized tools designed to streamline operations and drive results.

Empower your team with clarity, structure, and operational efficiency.

Template Marketplace

Browse our curated library of high-performance, plug-and-play templates—built for speed, usability, and professional impact:

Project Charter Template
Define goals, stakeholders, and scope with confidence.

Business Requirements Document (BRD)
Align teams and stakeholders with clear, detailed requirements.

Project Plan Template
Build actionable roadmaps with milestones, timelines, and dependencies.

RAID Log Template
Track Risks, Assumptions, Issues, and Dependencies with a simple, intuitive format.

Financial Tracker Template
Stay on budget and make informed decisions with real-time financial insights.

Weekly Status Report Template
Communicate progress with clear, consistent updates.

Executive Report Template
Share high-level overviews that speak to leadership priorities.

RACI Matrix Template
Clarify roles, reduce confusion, and promote accountability.

Task List & Checklist Template
Manage tasks and deliverables with transparency and ease.

Process Mapping Template
Visualize, refine, and improve your workflows from start to finish.

Download individual templates or bundle them into a toolkit that works for you.

Solution Packages

Get more done with less effort. Our solution packages combine our most powerful tools into ready-to-deploy kits:

Project Management Essentials Pack
Includes: Project Charter, RAID Log, Project Plan, Status Report
Perfect for launching and managing projects with structure, speed, and transparency.

Business Operations Toolkit
Includes: Financial Tracker, RACI Matrix, Process Mapping
Streamline operations, reduce risk, and improve cross-functional visibility.

Discovery & Requirements Bundle
Includes: Requirements Matrix, Estimation Template, Task List, Executive Report
Ideal for discovery sessions, stakeholder alignment, and scope definition.

Compliance & Governance Suite
Includes: Governance Plan, Risk Assessment, Audit Checklist
Stay audit-ready and compliant with minimal effort.

Custom Solutions & Integration

Looking for a tailored solution that fits your unique business needs?

Custom Template Design
Branded and structured templates aligned with your internal processes.

Tool Integration
Connect with Jira, Smartsheet, Asana, Confluence, and other tools to streamline collaboration.

Template Optimization
Improve existing templates with automation, cleaner layouts, and real-time reporting.

Need something custom-built? Contact Us for a Consultation and discover how we can optimize your operations!

Empower Your Operations with the Right Tools

Whether you're starting a new initiative or leveling up current processes, Charter's solutions give you the tools to lead with confidence.

✅ Download instantly
✅ Customize for your team
✅ Deliver results faster

Let’s build smarter—together.