Skills application solution

Skills application solution

Complete

Compare your project charter to this expert example for an ML-powered internal compliance chatbot. Use it to tighten stakeholder alignment, scope boundaries and measurable outcomes.

1. Project overview

An internal ML-powered chatbot supports employees with compliance questions 24/7 via the company portal. It improves policy access, reduces compliance team workload and scales support across departments.

2. Stakeholder summary

Stakeholder group	Needs and expectations	Concerns or risks	Priority
Compliance	Accurate, current regulatory responses	Misinformation risk	High
HR	Onboarding support; easy to use	Overreliance; low adoption	Medium
IT	Integration, security, logging	Maintenance burden	High
End users	Simple answers; fast access	Confusion or low trust	High

3. Project scope

ML objective: Develop a chatbot for common compliance queries, policy references and escalation of complex cases to humans.In scope

• FAQ-style answers across key compliance categories (data handling, ethics, reporting).
• Escalation of sensitive or complex queries to compliance officers.
• Integration with the internal compliance knowledge base and HR onboarding portal.
• Live policy updates through centralised knowledge management.

Out of scope

• External or customer-facing compliance queries.
• Legal interpretation beyond approved internal guidance.
• Third-party platforms outside the approved IT ecosystem.

Constraints and assumptions

• Content limited to pre-approved policy material from compliance.
• Deployment meets internal security standards and SSO.
• Launch before the next fiscal compliance audit cycle.
• Access to anonymised historical compliance queries for training.

4. Project timeline and milestones

Phase	Description	Estimated duration	Key milestone
Data prep	Review, clean and categorise policies	Two weeks	Policy knowledge base reviewed
Build	MVP for high-frequency intents and FAQs	Three weeks	Chatbot MVP complete
Test	Evaluate on held-out compliance query set	Two weeks	Accuracy above 90% on sample queries
Launch	Pilot with three departments	Two weeks	Pilot begins
Iterate	Feedback, content and escalation updates	Two weeks	Feedback and update plan in place

5. Roles and responsibilities

Team member role	Area of responsibility	Name/function
Project manager	Timeline, stakeholder coordination	Name/role
Compliance SME	Policy curation; response validation	Name/role
Data scientist	Data pipeline, evaluation strategy	Name/role
ML engineer	Chatbot build and integration	Name/role
IT lead	Infrastructure, security, access	Name/role
HR liaison	Adoption and onboarding support	Name/role

6. Success metrics and KPIs

Metric	Target value	Notes
Chatbot usage rate	Greater than or equal to 70% in Q1	Adoption across departments
Response accuracy	Greater than or equal to 90% on validation set	Measured during pilot
Escalation rate	Less than or equal to 15%	Share handled without human handoff
User satisfaction	Greater than or equal to 85% positive	Post-interaction survey
Ticket volume	At least 25% reduction within three months	Compliance team ticketing

What this example does well

• Links stakeholder concerns to scope, milestones and metrics.
• Uses concrete, measurable outcomes tied to business impact.
• Keeps language clear for both technical and non-technical readers.

Tips for applying this skill in your role

• Surface stakeholder concerns early; they often hide constraints that should shape scope.
• Write the charter in plain language both sides can sign up to.
• Define metrics early so you collect the right telemetry from day one.
• Use milestones to pace communication under uncertainty.
• Treat the charter as a leadership artefact, not paperwork.

Action item: Reflection

What did you do well compared with this example?

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Where could your scope or stakeholder mapping be more detailed or realistic?

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What would you do differently in your own context?

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