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.

2019 410

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 218

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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. Because it’s important everyone is working from the same version of a document.

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.” What sort of documentation might be useful, then?

2018 80

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?

2019 83

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.

2017 170

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.

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.

2018 148

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 142

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. Step 2: Document.

2020 114

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. A document approval process.

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.

2017 156

Decision Document Template Word - Project Management

Techno-PM

This documents helps in capturing the current status of the project/program, while providing a background of what decision is required, all the recommendations available for consideration, makes note of the decision reached, why was the selection made and who was responsible for the decision.

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.

2020 72

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

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. Set up a document review process. Rely on your tech stack for better document collaboration.

2017 86

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.

2020 101

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. Better Documents project management plan

2017 296

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.

2016 383

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.

2020 52

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

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.

2019 66

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

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. Better Documents project management plan

2017 209

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.

2017 369

Documenting Lessons Learned: What Have You Learned?

Project Smart

Being able to document lessons learned after a project is complete (or even in the middle of it) is one of the biggest responsibilities a project manager has on a project. Lessons learned can be helpful on any project, but first, they must be documented correctly.

2019 82

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. You document these roles for each work package.

2016 311

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.

2017 285

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.

2017 330

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?

2019 91

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.

2017 289

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.

Budget 289

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.

2016 302

Stakeholder Register [Free Template]

Girl's Guide to PM

A stakeholder register is a formal way of documenting the people who are involved in your project. More useful than that are two columns that you shouldn’t overlook: Expectations: This is where you can document what they are expecting from the project.

2016 274

Software Review: iMindQ 4.1 Online and Windows [2016]

Girl's Guide to PM

I’ve seen people capture notes from conference presentations in a mindmap, or you could use it for planning agendas, taking meeting notes, explaining the concepts of your project, documenting and grouping requirements, even planning your project. General Information. Name: iMindQ.

2016 261

Video Tutorial: How to Organize Documents with InLoox 10 Web App

Inloox

InLoox 10 Web App simplifies the organization of project documents. Store all project documents centrally in one place. Avoid duplicates and edit documents directly online. You can also manage documents without direct project reference here. >>

2019 141

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 85

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