Working With SmartDraw
When you open SmartDraw you begin on their home screen where a toolbar to the left offers various templates. They offer hundreds of templates for all business uses that include Gantt charts to strategic planning forms and everything in between.
Their project charter template, shown here, is located in the BPM & Six Sigma toolbar. Simply click on the template to open and customize the chart to your needs. This is a great template that is easy to change. By clicking on section titles, you can rename them and it's easy to add text to the blank areas. Beyond text, you can shade each section and even use their special effects tool to insert items such as gloss, glow and a great perspective tool for optimal viewing purposes.
SmartDraw allows you to add color, bold, italics, change fonts, and even features subscript and superscript options as well as a drawing tool. The smart panel tool to the left (if opened) offers unique suggestions on creating your project charter. Their blank template features sections for project title, team leader, team members, business case, problem and opportunity statement, goals, and stakeholders. The quick style block allows you to change or insert bubbles onto your chart and offers up the choice of bullet points or numbered to do lists.
The gray shaded area of their template is a great way to identify landmarks where you can insert target dates and actual dates of aspects completed. In between the project start and end sections there are steps on defining, measuring, analyzing, improving, and controlling your project. SmartDraw gives you the option of using their form as is, totally redesigning the form, or creating your own from scratch. Because the template is so easy to redesign, for beginners, it's your best bet.
When you are satisfied with your project charter, you can save and print it and even use their PowerPoint tool to convert it to a .pdf file. The navigation tools are extremely helpful and if you get lost you can always save your template and hit the home button to begin again.