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Federal Modernization Workbook

Charter Sign-Off Sheet

Who signs what: one page that puts names on the charter roles and the gates

A one-page, fill-in sheet that puts names on the program’s charter roles, the decisions each role holds and the six gates, with the deliberate co-signature at Gate G2. Word download included.

The program charter fixes the shape of the program’s governance and leaves the names blank. This sheet is where the names go. Bring it with The One-Page Ask.

Download	Use
Charter_Sign_Off_Sheet.docx	The form below, one page, ready to fill in

Design guidance

The roles and gate authorities come from Book 00, Chapter 03, Book 01, Chapter 09 and Book 01, Chapter 12. The sheet is a summary, so where it’s shorter than those chapters, they govern. Adapt it to your governance structure.

How to fill it in

Start with three names: the sponsor, the authorizing official and the steward.
Keep one decider per row. The one deliberate exception is Gate G2, which the steward and the executive sponsor co-sign.
Build from roles you already have. OMB M-22-09 required a zero trust strategy implementation lead, and OMB M-19-17 requires an agency-wide ICAM governance structure (Book 00, Chapter 03). Those people may already belong in these rows.
Record gate decisions where the program records them. This sheet names who decides. The pull request that merges a gate decision records who made it.

Book 00, Chapter 07 has the full decision matrix and the workstream RACI.

The form

Organization: [name] Program: [name] Version date: [date]

Roles

Role	Signs or decides	Name	Date
Executive sponsor, with the CIO	Scope, funding and sequence; when directory components retire
Steward	Target architecture and the authoritative repository
CISO	Control requirements; help desk identity verification; monitoring evidence and drift findings
Authorizing official	Systems and boundary changes; residual risk; legacy authentication and NTLM end dates
HR business owner	What the authoritative worker attributes mean
Application owners	Cutover and test sign-off, per application
Records officer	Retention of directory-era logs and records before decommission
Workstream lead: identity	Playbook content and readiness
Workstream lead: policy	Playbook content and readiness
Workstream lead: services and addressing	Playbook content and readiness
Workstream lead: compute	Playbook content and readiness
Workstream lead: access	Playbook content and readiness

Gates

Gate	Authority	Backup
G0, Ready to Plan	Steward	Executive sponsor
G1, Foundation Complete	Steward	None
G2, Pilot Clean	Steward and executive sponsor, co-signed	None
G3, Rollout Complete	Executive sponsor and steering committee	None
G4, Legacy Quiet	Steward	Executive sponsor
G5, AD Retired	Executive sponsor and CIO	None

Roles we already have

Zero trust strategy implementation lead: [name] ICAM governance lead: [name]

Continue

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Version and revision history

Version 2.0, in edition 2026.11.5 (November 8, 2026). Every edition is kept on the Archive page; every change between editions is in the commit history.

Versions of this guide, newest first
Version	Edition	Date	Changes
2.0	2026.11.5	2026-11-08	Release 2.0, the baseline: checked against every other book; Draft becomes Baseline; Meeting pack: The One-Page Ask, Charter Sign-Off Sheet and four reader briefs (#390); Approve 116 gated pages (Nov 7); fix RMF map stale-review test (#457); Release 2.0: Draft becomes Baseline (#491)