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The only must-have project documents you need (with 9 templates)

Rebel’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. So, what documentation are we really talking about? What project documents do you need? I've organized the project management documents by phase so you can see the order in which they are typically created.

PMO 347
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Order Fulfillment: Process, Models & Documentation

ProjectManager.com

The post Order Fulfillment: Process, Models & Documentation appeared first on ProjectManager. Join teams at Avis, Nestle and Siemens who use our software to deliver successful projects. Get started with ProjectManager today for free.

Process 424
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The Roles and Responsibilities Document on Projects

Rebel’s Guide to PM

Does your project team have a roles and responsibilities document that sets out what everyone does? It's a really simple document that helps clarify how everyone is contributing to the project. What is a Roles and Responsibilities document? Why do you need a roles and responsibilities document? Because it's awesome!

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What Is a Stakeholder Register? (Example & Template Included)

ProjectManager.com

This document helps project managers analyze the influence and interest of each stakeholder as they relate to the project throughout its life cycle. The document of a stakeholder register is broken down into sections that detail essential data about each stakeholder. That’s because these templates are static documents.

CTO Hire 440
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What Is a Transition Plan? Example & Template Included

ProjectManager.com

A transition plan is an important document, but what is transition planning and how can you create a transition plan? A transition plan is a document that outlines the transition’s steps, goals and timeline. At the bottom of the transition plan document are signature lines and dates for the people involved to sign.

Planning 376
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RFI in Construction: A Quick Guide for Contractors

ProjectManager.com

This construction document helps subcontractors understand what they need to do if they have any questions. We’ll also note the difference between an RFI in construction and other construction project management documents before going into the construction RFI process, the different types of RFIs and more.

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How to Write a Client Brief (Example & Template Included)

ProjectManager.com

A lot of similar project documentation is also used, though some have different names. A client brief is a project document that outlines the strategy and deliverables for a creative project such as a marketing or advertising campaign. This document is called a scope of work. Creative projects are like any project.

Estimate 396