How To Create A New Project Impact Charter In Scale B.O.S.S.

Learn how to set up a new impact charter within the Scale B.O.S.S. platform. This guide walks you through defining your project details, assigning leadership, and establishing key success criteria.

Charter Navigation

1. Navigate to https://app.scaleboss.ai

2. Click Charters in the left navigation menu.

3. Click New Charter.

Charter Details

4. Enter the name of your charter in the Charter Name field.

5. Enter the purpose of this charter in the Purpose field.

6. Select the Charter Type.

7. Click the Deficits & Solutions field and enter the relevant information.

8. Click the Impact on Business field and enter the relevant information.

9. Click the Project Definition field and enter the relevant information.

10. Click the Success Criteria field and enter the relevant information.

11. Click the Failure Risks field and enter the relevant information.

Assignment and Scheduling

12. Click the Search for project leads... field.

13. Select the team member you want to assign as responsible for this charter.

14. Set the Start Date.

15. Set the End Date.

16. Click Create Charter.