Project Charter
Project Title Marketing Automation Platform Implementation Project Manager Tebogo Mashatolo
Project Start Saturday, 01 March 2025 Project End date: 1 May 2025 Sponsor Mancosa
Business Need
As the company grows, the marketing team requires a more efficient, scalable way to manage and personalize customer outreach. Current manual processes for email
campaigns are time-consuming, error-prone, and lack the analytical capabilities needed to optimize performance. There is also an increasing demand to improve customer
engagement and conversion rates through targeted communication.
Project Scope Deliverables
Implementation of a marketing automation platform.
Integration with existing email marketing lists and tools. 1. Acquire Specification Documents.
2Configure Marketing Automation
User training and onboarding for the marketing team. Platform. 3. Integrate contact Database.
4 deelop training materials. 5. develop
Testing and validation of core functionalities. Testing Plan & UAT reports. 6 Go live.
Conduct a post Implementation
Launch and handover to operations session/report
Risk & Issues Assumption/ Dependencies
Adequate Staff( IT and Marketing team)
Risk Likehood Impact Mitigation are available throughtout the project
Stakeholders are engaged and responsive
Scope Creep High High Enforce Change process duting data gathering and UAT phase
Internet Infrastructure and Internal
Resource Monitor Workload and systems are stable and able to support
Constraints Medium Medium adjust timelines if needed the platform
Technical Involve IT early snd test in
Intergration Delays Medium High phases
Financials
Total Budget: R1,000,000
Software Licensing: R500,000
Implementation Partner: R300,000
Training & Onboarding: R100,000
Contingency: R100,000
Key Stakeholders ( Role & Responsibilty )
Role Name & Surname Responsibility
Head of
Project Sponsor Marketing ( Funding and strategic alignment
Mancosa)
Tebogo
Project Manager Planning, execution, communication
Mashatolo
Multiple End
Marketing Team End users, testers, feedback providers
Users
IT Support Anita Ndzimande Integration and technical support
Vendor/Partner IT Solutions Platform setup and training
Milestones Schedule
Milestones Target Completion Date Status
Project Kick Off Week 1 ✓
Requirement Week 2 ✓
Platform Configuration Complete Week 3 ✓
User Acceptance Testing (UAT) Week 4 ✓
Staff Training Week 5 ✓
Go-Live Week 6 ✓
Post-Implementation Review Week 7 ✓
Project Team Approval/Review Committee
Project Sponsor Sponsor
Project Manager Project Manager
Marketing Team Head of Marketing
IT Support