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.

2019 208

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. Be reasonable and pragmatic – there’s no point in creating overkill documentation at this point. The most important document in the Project Initiation phase is the project charter.

2019 316

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

How To Do Document Version Control

Girl's Guide to PM

This article, How To Do Document Version Control , first appeared on Girl's Guide to PM. A reader got in touch recently and asked for more info on document version control. The main elements of configuration management aren’t that different when we’re talking specifically about documents. The quick version is this: document version control is a way of making sure you know which is the current iteration of a document. Better Documents Improve Your Skills

Documentation and Developer Onboarding

Leading Agile

Yeah, so did I: “The problem with depending on documentation to find your way around a new code base and environment is that documentation tends to drift away from the true state of the code very quickly.” First, because of the level of detail, it’s almost a certainty that the documentation will be out of date. What sort of documentation might be useful, then? I’ll never read reams of offline documentation.

2018 88

How To Write a Project Scope Document

Wrike

Knowing how to write a project scope document is a critical skill for project managers. A project scope document can be the difference between a successful project and one that gets dragged down by scope creep. . What is a project scope document? . Step 3: Finalize the document.

2020 36

Are You Documenting Good Requirements?

Brad Egeland

But making sure your requirements meet the criteria discussed in this article will help minimize that risk and help to ensure that you’re building the right solution – avoiding the re-work that often comes with poorly documented or incomplete requirements.

2020 100

Online repositories or project documents (Part Two)?

Kiron Bondale

In my last article , I wrote the first half of my overview of the benefits and disadvantages of following a document-centric or repository-centric approach to managing project information. If a PMO leader wishes to institute governance and gating over the project portfolio, having key project data captured in documents scattered across multiple folders or sites makes this objective manually intensive.

2017 131

Project documents or online repositories (Part One)?

Kiron Bondale

When designing project delivery methodologies, we are faced with the decision of whether information should be housed in standalone documents or in online repositories. Assuming we have or can procure or build underlying tooling support we can then choose to host some information centrally and utilize standalone documents for the rest. Redundant or conflicting information – documents supporting project delivery are moderately interdependent.

2017 120

Project Plans and Documents

Project Management Resource Network

The intended audience for this course are those who want an introduction and basic understanding of project management plans and documents. Topics for Project Plans and Documents Course: Project Charter. The post Project Plans and Documents appeared first on Project Management Resource Network. We will review and discuss the project charter, project plan, project schedule, status reports, meeting agendas and notes, risk register, and many more.

How to determine, document, and communicate your project scope

Moira Alexander

When it comes to determining project scope, there are key elements, but also some additional things to factor in that just might make every stakeholder’s life much simpler and help avoid scope creep. First, in the planning stage develop a scope management plan, that outlines exactly how the scope of the project will be defined, verified and managed.

2017 136

5 Steps to Create Technical Documentation That’s (Actually) Helpful

Planio

For as long as we’ve had tools we need help using (and language to talk to each other), we’ve had technical documentation. Technical documentation refers to any document that explains the use, functionality, creation, or architecture of a product. Technical documentation can quickly go from “here’s how to use this if you’re unfamiliar and have limited experience” to “here’s an unedited transcript of everything our developer told us about this obscure application of our API.”

2018 123

Business Requirements Document Template | BRD vs FRD

Techno-PM

Business Requirements Document There are many use-cases for a business requirements document. A business requirements document, or BRD, details a high-level overview of a business-project. Equipping management teams with a business requirements document template enables the quick creation of detailed and thorough business requirements documents. A functional requirements document describes the required functionality of a specific application, system, or process.

2020 28

Document management – enterprise work collaboration software

Clarizen

Keeping documents organized and up-to-date is a challenge when many individuals are participating in a project together and all touching the same documents. Besides having inaccurate or outdated files there is also the trouble of email inboxes overflowing with Excel sheets, expense reports and any other number of project documentation. Managing a project can require a plethora of different types of documents for planning, tracking and reporting.

2014 60

Minimal sufficiency applies to tooling just as much as it does to documentation!

Kiron Bondale

“Working software over comprehensive documentation” This value statement from the Manifesto for Agile Software Development is a reminder to remain vigilant that the by-products of our product or project processes don’t distract us from delighting our customers and stakeholders. This is usually accomplished through elimination, consolidation and streamlining of documents.

2017 120

Decision Document Template Word - Project Management

Techno-PM

Download this template Project Decision Document Template Project Decision Document When faced with multiple choices, one can use a Project Decision Document which mainly is a tool that can help the manager/stakeholders to assess the pros and cons of each recommendation and then finalize on a decision. All these details are documented in the Project Decision Document and can be used for future reference. Project Decision Document

How to Craft a Perfectly Streamlined Document Approval Process

Workamajig

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. This is why developing a document approval process is crucial for every agency. I’ll show you why creating a document approval process is important and how to go about creating one. A document approval process.

What to Do When a Project Fails: How to Document and Share Lessons Learned

Planio

The issue is that not everyone knows how to properly document lessons learned. But without a formalized way to document, analyze, and archive lessons learned, it’s impossible to make use of these insights. Step 2: Document. Yes, you understand the importance of documenting lessons learned. However, there are tons of different ways you can capture and document knowledge from your team from project critiques to storytelling. Step 2: Document.

2020 88

Like PB&J: Work Better Together with Document Collaboration

Redbooth

Set your marketing team up for success by implementing a document collaboration plan for your next project. Your team needs a way to work better together on document collaboration. Here’s what we’ve learned about document collaboration within our marketing team that can help you avoid some headaches with that next big document collaboration project. Set up a document review process. Rely on your tech stack for better document collaboration.

2017 66

How to Feel Progress: A Complete Guide to Documenting and Tracking Progress

Teamweek

If you want to feel like you have achieved something, you must document progress and track advancements toward your final goal. Some people even like using Post-It notes to document progress. There are a variety of ways you can document progress. From a simple notebook to project management platforms, there are multiple ways you can document, track, and achieve progress in your day-to-day life and career.

2020 56

How To Easily Make A Project Initiation Document

The Digital Project Manager

Why bother going to the trouble of creating a Project Initiation Document? The post How To Easily Make A Project Initiation Document appeared first on The Digital Project Manager. You’ve received sign-off. How-to Guides How-to Project Initiation PM Skills & Best Practices Topics

FileHold Document Management Software with Workflow and Approval

Brad Egeland

Some Comparisons to Sharepoint ​ Document management Software (DMS) doesn't seem like something you would need to give a lot of thought to from a project management standpoint. Those projects require proper handling, tracking, storage, retrieval, and archival of sensitive financial-based project documents and electronic records. Ok, maybe figuratively, not literally, but this offering is what we need when we are handling project documents and records.

2017 76

Project Communication Plan Template [Free Download]

Girl's Guide to PM

This is the document you want in your bag when you meet your. Better Documents TemplatesThis month’s free template is one you might not have come across before but it’s one of the most useful spreadsheet tabs I have. It’s a project communication plan template, but it focuses on the summary milestones to hit during the project life cycle. It’s not pages and pages of your approach to a project communications strategy.

2016 292

How To Create A Project Initiation Document

MindGenius

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.

20 Things For Your Project Management Plan [With 3 Free Templates]

Girl's Guide to PM

Reference the business case and any prior documentation. It’s always easier to reference other documents than try to reproduce them in here. Your document is going to be long, so there’s no point in padding it out more than you have to. In this part of the document include or at least make reference your product breakdown structure, and Work Breakdown Structure if you have them, key deliverables, or other products. Drop a summary chart into your project plan document.

2017 224

A Quick Guide to 9 Essential Project Documents

Brightwork

What is going to be more successful – a project with two or three project documents or a project with hundreds of project documents? What is certain is that project documentation should be clear, relevant and up to date. I recently asked some of my wider community for tips on project documentation and I have summarized my findings in the blog post below. Documents News Project Management

Project Document Management: How to Organize and Manage Project Information

Online PM Courses

Projects spawn vast amounts of knowledge, information, & documentation. Yet project document management doesn't feature in Project Management methodologies. The post Project Document Management: How to Organize and Manage Project Information appeared first on OnlinePMCourses. Project Governance

2020 77

How to Feel Progress: A Complete Guide to Documenting and Tracking Progress

Teamweek

If you want to feel like you have achieved something, you must document progress and track advancements toward your final goal. Some people even like using Post-It notes to document progress. There are a variety of ways you can document progress. From a simple notebook to project management platforms, there are multiple ways you can document, track, and achieve progress in your day-to-day life and career.

2020 40

Requirements Gathering And Documentation Workshop

The Digital Project Manager

DPM Expert Kelly Suter turns requirements documentation into an unexpectedly fun and engaging process in. The post Requirements Gathering And Documentation Workshop appeared first on The Digital Project Manager. Webinars

2019 51

How To Categorise Data in Project Management Software

Girl's Guide to PM

Most will search activities, updates and so on, but not the content of attached documents. For example, the search will return the term ‘project risks’ if it is in a project task name, but not if it is the heading inside of a.pdf document. Better Documents How To Guides Software This article contains affiliate linksThis article, How To Categorise Data in Project Management Software , first appeared on Girl's Guide to Project Management.

2017 239

A Complete Guide to RACI/RASCI Charts

Girl's Guide to PM

At the end of this article there’s a link to download my free roles and responsibilities document template. Include it in your roles and responsibilities documentation for the project. When you don’t document who is responsible for what, you risk: Decisions taking longer because no one is clear who will be having the final say. You document these roles for each work package. Note that this is a project management document template, not a RACI matrix template.

2016 239

5 Considerations for Managing a Project Portfolio

Girl's Guide to PM

Better Documents Expert Views This article contains affiliate linksThis article by Jaime Capitel of ITM Platform reviews 5 key considerations and knowledge areas under which the main criteria for managing a project portfolio can be grouped. You'll also like: Software review: Project Portfolio Office General information Name: Project Portfolio Office Vendor: Project Portfolio Office Hosting options: Web hosted only Cost and plans: Up to 10 users for $49 (£32).

2017 276

7 Best Productivity Apps For Project Managers

Girl's Guide to PM

Better Documents Featured TechnologyI’m pleased to be working with Devart, the company behind TMetric, to bring you this sponsored article. All opinions are my own. There are simply not enough hours in the day to get everything done that I want to. I can’t add more hours, so I’m always on the lookout for productivity shortcuts and tools that will help. My basic three-step productivity approach is: Prioritise. Delegate.

2017 255

20 Things For Your Project Management Plan [With 3 Free Templates]

Girl's Guide to PM

Reference the business case and any prior documentation. It’s always easier to reference other documents than try to reproduce them in here. Your document is going to be long, so there’s no point in padding it out more than you have to. In this part of the document include or at least make reference your product breakdown structure, and Work Breakdown Structure if you have them, key deliverables, or other products. Drop a summary chart into your project plan document.

2017 156

Why And How To Document Lessons Learned (With Bonus Lessons Learned Template)

The Digital Project Manager

The post Why And How To Document Lessons Learned (With Bonus Lessons Learned Template) appeared first on The Digital Project Manager. Projects can teach many valuable lessons about teams and processes over time. Those insights can then be used to create process change, run more efficient. General

2017 187

Why Don’t 50% of People Do Stakeholder Engagement?

Girl's Guide to PM

Time, and the energy to create documents from scratch when no one much seems to care are things I don’t have. Not processes or documents. Having said that, processes and documents can really help! A Done For You Process & Set of Documents for Stakeholder Management. There are 10 documents plus the overarching Stakeholder Engagement Checklist which walks you through the whole process and shows you what to use when. Better Documents Research

2017 217

10 Free Project Management Templates

Girl's Guide to PM

Project Closure Document [Free Template] Get a free project closure document template from Elizabeth at GirlsGuideToPM.com. Better DocumentsI know you love free project management templates. As I’m celebrating 10 years of blogging about project management this year, here are 10 of the most-clicked free templates from this site. Enjoy! For even more free templates, ebooks, and checklists check out the Free Stuff page. Consider this.

2016 230

Planning a Budget for a Proposal in 5 Easy Steps (+ Example)

Girl's Guide to PM

In a nutshell: the evaluator needs to be able to read a one-to-two-page document and feel reassured enough to give you the £600k you need. Better Documents Expert ViewsThis is a guest article by author Edoardo Binda Zane. We start with 5 steps for how to put a proposal budget together and then Edoardo shares a worked (fictional) example to show you what the budget would look like once it is completed. A proposal budget is similar to a project budget, but with a very different goal.

Budget 217

Project Documentation: Are You Set to Get it Right?

Online PM Courses

Here’s a topic to get every Project Manager’s heart racing: project documentation. The danger, of course, is that your project documentation fails to get the attention it deserves. Because getting essential documents right is vital. The post Project Documentation: Are You Set to Get it Right? We know we need it, but it’s hardly a favorite! So, you need to make it one of your top […]. appeared first on OnlinePMCourses.

2018 84

Key Project Management Deliverables: The Documentation You Really Need | Video

Online PM Courses

The post Key Project Management Deliverables: The Documentation You Really Need | Video appeared first on OnlinePMCourses. Running a project means creating a whole set of project management deliverables. Which ones do you really need, so you can deliver it in an accountable way? Project Governance Project Management Basics Project Management Tips deliverables video

2019 70

Documenting Project Requirements | Free Template | TeamGantt

TeamGantt

Documenting project requirements is a crucial step in project management. Learn how to define and document project requirements and download our free project requirements template