9 Essential Project Documents (With Templates)

Girl's Guide to PM

There were lots of other documents that all had a degree of overlap with a charter, but not an actual charter. Here are nine documents that no self-respecting project should be without. The project business case is the document that kicks off the whole project.

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Giveaway! Essential Documents

Girl's Guide to PM

Project management creates a lot of documents — let’s not pretend it doesn’t. However, you don’t need ALL the documents to do your projects. If you’re searching online for project document templates, it’s hard to know if you are finding quality files or things that will be relevant to your projects. That’s why I created the Essential Documents bundle. I’m giving away the Essential Documents bundle.

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5 Types Of Project Reports (Updated Nov. 2019)


It’s probably easiest to do this as an automated download from your project management software , or if you keep your risk log in another format like a spreadsheet, by issuing a complete copy of that document. 2019) appeared first on ProjectManager.com.

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Top 9 Project Management Word Templates (Updated Nov. 2019)


Instead of reinventing the wheel each time you start a new project, wouldn’t it be great to have a resource that collected a bunch of documents that have been already outlined to serve the purpose of managing a project? This is the document where you explain the reason for the project.

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How To Make 2019 A Successful Year for Your Projects

Girl's Guide to PM

Would you like to make 2019 a successful year for your projects? I asked people two questions: What should people managing projects be aware of as we go into 2019 to make 2019 their most successful year ever? What will you be doing in 2019 to have your most successful year ever?

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AgilePM documentation based on building blocks

Henny Portman

If you look at the AgilePM (The DSDM Agile Project Framework) documentation set-up you could ask yourself if it’s not too much for an agile way of working? In AgilePM the following documents are described: Terms of Reference. How many board members have ever read these bulky documents?

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Microsoft Project Viewer – View & Edit MPP Files (Updated Nov. 2019)


While the new MS Project 2019 has a $10/month/user plan, you don’t get a lot of bells and whistles with it. There is a new 2019 version of Microsoft Project, as well as ones from 2016, 2013, 2010 and 2007. You can easily share documents that were too big to email.

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11 Must-Have Project Management Excel Templates (Updated Sept. 2019)


Visit our Templates Page and you’ll find Excel and Word templates for creating all the project documents you need to manage your project. Now you have a plan in place to resolve that risk quickly, and a document that can be shared so risk is never given a chance to blindside a project.

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Big Announcements from Ignite 2019


In support of that commitment and with 1628 sessions, Ignite 2019 was proud to host events accessible to everyone. Power Virtual Agents became generally available December 1, 2019. It was made generally available on October 1, 2019.

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How to Craft a Perfectly Streamlined Document Approval Process


A document approval process is crucial for streamlining your operations and bring order to your creative workflow. Getting documents approved in a structured, timely fashion is one of the more understated challenges in project management. A document approval process.

The Top 20 Team Management Software of 2019


The Top Team Management Software for Small Teams in 2019: nTask. Document sharing and libraries. Social search including events, tasks, and uploaded documents. Documentation management. Document exchange and information sharing. Document management and file sharing.

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How to Write a Business Case


The need for a business case is that it collects the proposal, outline, strategy and marketing plan in one document and offers a full look at how the project will benefit the organization. Document everything. Finally, document all this in your business case.

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What Is a Project Management Communication Plan?


Now document what you’ve learned from this research and apply it to the present communication plan. Some like email, others prefer text or chat, and there are those who still like to get a printed document. This post was updated December 2019). Communication is strange.

The 32 Best To-do List Apps of 2019 for Personal Task Management


The Top 31 Best To-do List Apps of 2019: nTask. As of 2019, Wunderlist is no longer free. Document scanner to always keep important documents with you. Documents attachment with notes. Add files and documents to your calendar and events.

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How to Write a Scope of Work (Example Included)


Follow her steps to get started or use our project plan and scope document template! In Review – How to Write a Scope of Work Document: A scope of work (SOW) document is an agreement on the work you’re going to perform on the project, Jennifer said. .

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How to Create a PERT Chart


Finally, the PERT chart is a living document that must be returned to and revived as needed when the project is in progress. Teams can collaborate at the task level, commenting and attaching documents. This post updated December 2019).

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How to Make an Action Plan (Example Included)


Specifically, in project management, it’s a document that lists the steps needed to achieve a goal. An action plan is a document that documents the project. By having this all collected in a document, you can more successfully plan out how to achieve this.

The 10 Project Management Knowledge Areas (PMBOK)


This is the document that sets up the project and assigns the project manager. Plan quality management is part of the overall project management plan, though it can be a standalone document if it contains the quality specs for the product or service.

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6 major factors affecting resource capacity planning in 2019

Resource Guru

If you’ve ever tackled capacity planning before, you know it’s more complicated than one simple formula—and 2019 is welcoming a host of factors affecting resource capacity planning that is novel to this decade at an unprecedented scale. What’s new in 2019 is the demand for mentorship programs.

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51+ Best Project Management Software & Tools [Updated Oct 2019]

ProProfs Project Management

A cloud-based construction PM software, Procore helps in increasing project accountability and efficiency by providing a platform that streamlines documentation and team communication. Pros: Sharing drawings or documents is extremely easy. No document storage feature.

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100+ Project Management Statistics & Facts To Remember in 2019

ProProfs Project Management

55% of project managers tend to create a scope document before executing projects. Source: PMI, 2019 ) Tweet this. The post 100+ Project Management Statistics & Facts To Remember in 2019 appeared first on ProProfs Learning.

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Sample Project Plan For Your Next Project


You need to document these project goals, from deliverables and tasks to costs and deadlines. While those are a step in the right direction, they’re standalone documents that are problematic to share. This post was updated November 2019.

Project Management Trends in Manufacturing in 2019

Epicflow Blog

As you can see, 2019 is bringing a wave of dynamically changing environments and potential Murphy’s law situations.

5 Steps to Project Closure (Checklist Included)


You’ll have to release resources, archive documents and don’t forget to acknowledge the project success with a party or some type of celebration. By documenting the mistakes and the successes of the project, you’re building a catalog that offers historic data. Archive Documents.

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10 Essential Project Management Skills for Project Managers of 2019


If you’re looking for a sure formula to success, acquiring and honing these skills should be one of your top priorities in 2019. An important element of being organized also includes neatly documenting everything for future referencing.

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How to Plan an Event


The Gantt charts give your people a collaborative platform where they can comment and attach important event documents and images at the task level. It could be marketing documents. This post updated December 2019). Need to know how to plan an event?

How to Create a Project Management Schedule (Example Included)


A final tip is to make sure that any stakeholders, and the project team, know that your schedule is likely to change so that they don’t expect that the document they get given on Day 1 is the definitive version! This post was updated November 2019.

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What Should You Know about the PMP Exam 2019 Changes


PMI made this announcement in June of 2019 and has made the new Examination Content Outline (ECO) available for aspiring PMPs. The final blueprint for the exam is documented in the ECO. The post What Should You Know about the PMP Exam 2019 Changes appeared first on MPUG.

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Capacity Planning: What It Is and How to Do It


Document known risks (such as union strikes, weather, government regulations) that stop a project or create new ones unexpectedly. This post was updated November 2019). Capacity planning is an issue of supply and demand: one that can decide the fate of your project.

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10 Latest Project Management Trends You Must Know in 2019

ProProfs Project Management

It is 2019, all the companies that are trying to run their business are focusing on one thing and that is project management. There have been a lot of project management trends in 2019 that have come into the picture here. It is the future of project management in 2019.

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10 Places to Get Free Project Management Templates

Girl's Guide to PM

And yet… somehow the organisation doesn’t have the documentation you need to get it started, keep it on track and close it down successfully. These are all good, reliable sources of quality documentation for projects. Feel free to change the documents so that they are actually useful.

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Fall 2019: Easy Projects New Features


The approval workflow in Easy Projects is a powerful way to request, expedite and track approvals on a variety of things including documents, attachments and messages. The post Fall 2019: Easy Projects New Features appeared first on Blog | Project Management Software | Easy Projects.

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How To Create A Project Initiation Document


How To Create A Project Initiation Document. MindGenius Online has thousands of possible uses within an organization to help individuals and teams to plan more thoroughly, stay on track and get the right things done on time.

7 Steps for a Successful Project Budget


But it’s not a static document. This post was updated December 2019). If you don’t have the funds, you’re not going to complete the project successfully. That’s why planning out your project budget is so important: it’s the lifeblood of the project.

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Project Proposal Template


It’s a formal communications document that exists to convince your sponsor or boss that the project has a good reason for existing, in that it addresses a specific problem or exploits a unique opportunity. That is a document in which the financial requirements are outlined and explained.

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Best Construction Project Management Software of 2019


2019 Best Construction Project Management Software Rankings. They can then collaborate at the task level, leaving comments and adding relevant documents and images directly to the task. It has a place for the many documents related to construction project management.

Best Program Management Tools for Managers


You can create colorful graphs and charts right from the dashboard, sharing these documents by either emailing them in a variety of formats or, if you prefer simply printing them out for a presentation. This post was updated November 2019.

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8 Steps for Better Issue Management


The only way to start is by identifying issues and collecting them in a document, so that you can start to respond and track progress resolving them. Ideally create a collaborative document online. This post updated December 2019). Issues happen.

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Cost Estimation for Projects: How to Estimate Accurately


Document the Estimate: Have documentation for each step in the process to keep everyone on the same page with the cost estimate. Also, perform a postmortem where you can document lessons learned. Good cost estimation is essential for keeping a project under budget.

How to Define a Workflow Process


Workflow is the definition, execution and automation of business processes: where tasks, information and documents are passed from one person to another for action according to a set of procedural rules. Comments can be added and documents attached for better collaboration.