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 396

Project Management Processes & Phases

ProjectManager.com

If so, it might be time to start implementing proven project management processes and phases at your organization in order to bring your company’s workflow under control. This involves another set of processes: Scope: Make sure the project deliverables have been completed as planned.

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.

A Quick Guide to Business Process Mapping

ProjectManager.com

That guide is called business process mapping. An Overview of Business Process Mapping. With a clear diagram or detailed business process map, it is easy to see where improvements in the business process can be made to increase efficiencies and productivity.

Phase-Gate Process in Project Management: A Quick Guide

ProjectManager.com

When you have a long-term project that needs to be evaluated regularly, and you’re dealing with numerous stakeholders, the phase-gate process could be an ideal fit for your organization. What is the Phase-Gate Process? Stages of the Phase-Gate Process.

The Battle Between Process and Progress

Girl's Guide to PM

As Project Managers, we’re all familiar with process. In fact, sometimes it can feel as if a project manager’s world is but a never-ending universe of interlocking processes and procedures. After all, project managers are not process monkeys. It needs processes.

2016 411

How to determine, document, and communicate your project scope

Moira Alexander

Then make sure you have a full understanding of stakeholder’s true needs and expectations, especially in relation to your company’s available resources, limitations, strengths, processes, technology/tools, and culture. 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.

2017 148

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

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 94

Simple Guide to Business Process Mapping – a Valuable Skill All Project Managers Need

Project Bliss

If you’ve been asked to complete a business process map it may feel overwhelming. And k nowing how to create business process maps is useful in many situations. Once I learned how to create business process maps I used them a lot. What is a Business Process Map?

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

Software Development Process: How to Pick The Process That’s Right For You

Planio

Every great piece of software starts with a plan and a clear process in place. Luckily, there are numerous software development processes you can choose from when you’re starting your next project. But which software development process is right for you?

Don’t over-process your project management communications!

Kiron Bondale

Let’s do a deeper dive into the waste of over-processing. Over-processing occurs whenever someone continues to work on an activity past the point where it would be deemed acceptable from a customer’s perspective or past the point where meaningful value is being added.

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

How To Do An Effective Project Selection Process?

Project-Management.pm

A stable and sturdy project management is one of the crucial factors to make a project process work. In the corporate world, an organization needs more than just top-notch tools and up to date process to bring the project to its full potential—it also needs a strong manpower, a human resource that has a particular set of skills and capabilities that will greatly contribute the entire organization. The following documents or data should include: A Project Evaluation Scorecard.

How To Create A Project Initiation Document

MindGenius

How To Create A Project Initiation Document. a step-by-step process) as a guide to help you get started. The Task Board is designed to bring a high degree of visibility, process flow and all-important tracking to this stage.

Process Groups and the 5 Steps of Traditional Project Management

Redbooth

Let’s take a closer look at process groups and how they help you move through the five traditional stages of project management. What are process groups? Baking a Pie Metaphor for Process Groups. The planning process group has a lot of work to do.

Why the Stage Gate Process will Make You a Better Project Manager

Online PM Courses

The Stage Gate Process gets too little love from Project Managers. In a Stage Gate process, you break your project into stages, or phases. In this article, we look at why a stage gate process will enhance your project management, and how to make it work.

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

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

Beginner’s Guide to Project Management Process

iZenBridge

Project Management Process Skill (Tools and Techniques). Project Management Process in divided into 5 Process Groups. These groups are further bifurcated in 10 Knowledge Areas and 47 Project Management Processes. These Process Groups are: Initiating.

How To Create A Simple Project Plan (Project Planning Process)

PM Basics

Nevertheless, project planning is a structured and logical process. At each moment of the process, you’re in need of information that you don’t have yet. Most of the processes are interrelated, and you don’t know where to start from. You need to evaluate each process.

Process Optimization in Project Management (1): Steady Progress with Kaizen

Inloox

Process Optimization in Project Management In almost all areas of life the pressure to optimize is increasing. Even if your colleagues are asking for more process improvements, you shouldn't jump at any optimization approach unprepared.

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

Preparing to Take On a Business Process Management Software

Wrike

Business process management (BPM) isn’t new. hours, there’s been a process-centric and customer-centric approach to improving business results. What is business process management, after all, but the methods and tools used to monitor, streamline, and improve business processes?

A Practical Guide to the Strategic Management Process

Teamweek

By asking questions like these, you are only beginning to scrape the surface of your strategic management process. These documents can be as simple or as complex as you want them to be. Strategic management is a vital aspect of maintaining these processes and procedures.

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 211

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. Another use for it is for process mapping. You document these roles for each work package.

2016 311

7 Best Productivity Apps For Project Managers

Girl's Guide to PM

I have seen great boards created where the steps are organised by process (move along the process as you progress in the work) and also those organised by theme (all similar tasks together in one chunk, regardless of process step). Better Documents Featured Technology

2017 342

Any Effective Process Must.

Herding Cats

Any effective process must provide the following when searching for the Root Cause of the problem the process is trying to fix OR the Beneficial Outcomes the process is trying to maintain. The process must. Clear delineate the know causal relationships that combine to cause to problem OR provide a benefit from the process. Clearly present the needed evidence used to support the existence of the identified causes or the resulting benefits from the process.

Task Management vs Project Management vs Process Management: Which Software Do You Need?

ProProfs Project Management

Many of them are routine tasks like processing purchase requisitions, travel requests or leave approvals. Before email, Jess would send documents in yellow interoffice envelopes with actual carbon copies. When we compare process management vs project management. What’s a process?

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! I go through the process (it’s 2.5 Better Documents Research

2017 290

Process Optimization in Project Management (2): The 5S-Framework

Inloox

Most of all this methodology provides an initial introduction to process optimization for smaller companies. In this way you work more effectively and create a good basis for further optimization processes. Do you find all documents or tools immediately? Frequently required documents can be arranged closer to the workplace than less frequently required items. If necessary, you can visualize certain processes for better understanding.

How to Integrate Your Existing Process Into Dynamic Project Management

LiquidPlanner

It gets tricky: Even when you find what appears to be the perfect product match, teams get stuck in the process of moving from what they know, to something new. What does it look like to manage projects in a new tool, with a new process?

2016 95

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

Girl's Guide to PM

First, you need to explain your project and process well in the narrative of your proposal. 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 Views

Budget 290

7 Risk Management Process Steps | Roles and Responsibilities

Techno-PM

Risk Management Process Steps Risks are events which, should they occur, can have an impact (typically negative) in the objectives of the project, causing delays, costs overruns, or affecting quality.

Risk 36

User Onboarding: 9 Steps to Perfecting your Onboarding Process

Planio

Let’s take a deep dive into what makes a powerful user onboarding process, the tools and resources you have at your disposal, and some of the best practices used by your favorite startups and companies. The essential elements of a great onboarding process.

How to Simplify the Decision-Making Process

Teamweek

Too many organizations make their internal processes more complicated than they need to be and waste a lot of time trying to ensure compliance. Allow you to easily detect and remove any inefficiencies in the process, such as regular causes of delay and excess, unnecessary decision-makers.

Simplify Your Onboarding Process with MindGenius Online

MindGenius

Simplify Your Onboarding Process with MindGenius Online. Every phase of the onboarding process with a new employee is important, from before they begin their job, through their first month, to the successful completion of their first year. What role will HR play in the process?

What is a Workflow? How to Create a Winning Workflow for Your Process

Planio

We do the same steps, go through the same process, and start from scratch expecting something different to happen when we could save hours a week implementing workflows. How processes help you work smarter, not harder. The workflow creation and documentation checklist.