Epicflow Blog

NOVEMBER 30, 2021

Collecting and documenting project requirements may seem a formality and additional paperwork, but in fact, if done correctly, it will become one of the prerequisites for project success. So, what should you know about project requirements and how to create a proper requirements document? Gathering and Documenting Project Requirements.

Technical Review 97

Technical Review Influencer Defining Initiating 97

Productivity Land

AUGUST 28, 2023

In today’s digital age, clients expect their accounting firms to have efficient and secure document management practices. A well-managed document system can help firms to improve efficiency, reduce costs, and protect client data. In this article, we’ll talk about why document management matters for accounting firms.

Technical Review 70

Technical Review Innovation Risk Management Monitoring 70

Velociteach

JULY 3, 2023

Will your project’s documentation pass the test of time once the project is done and the people are gone? Documentation is at the intersection of information management, organizational design, and personal productivity. Accurate documentation makes teams more efficient and effective. She’s based in Calgary, Alberta.

Underperforming Technical Team 81

Underperforming Technical Team Closing Risk Management Controlling 81

Rebel’s Guide to PM

OCTOBER 1, 2023

The activities include: Identifying the deliverables (which PRINCE2 calls products) and documenting expectations around customer satisfaction about what quality standards they will adhere to. However, we do set acceptance criteria, even if these are only documented in the project charter or a high-level business request document.

Controlling 298

Controlling Prince2 Software Review PMO 298

ProjectManager.com

JUNE 27, 2023

A lien waiver form is a legally binding document that states that the contractor, subcontractor or supplier has received payment for their service or materials. Lien waivers are sometimes referred to as lien releases and are exchanged at the time of payment on a construction project. What Is a Lien Waiver Form?

Construction 263

Construction Engineering Defining Risk Management 263

Henny Portman

APRIL 9, 2019

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. If I look at templates used by organisations you are running the risk of large documents.

Prince2 85

Prince2 Retail Governance Government 85

Rebel’s Guide to PM

MAY 3, 2022

A project management plan is a document that sets out how you are going to do what you’re going to do. Project documentation is designed to be tailored, so feel free to tailor as much as you like so your plan ends up representing the work you’ll do on your project. Reference the business case and any prior documentation.

Planning 317

Planning Software Review Risk Management Estimate 317

Planio

NOVEMBER 15, 2018

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 isn’t just about capturing information.

Technical Review 159

Technical Review Underperforming Technical Team Software Review Aerospace 159

Rebel’s Guide to PM

MARCH 18, 2021

In this article we’ll look at the types of artifacts in project management, typical documents for each type. There’s also a checklist of project artifacts by phase at the end, which you can use as an aide-memoire for creating your own documentation. For example: a project management artifact is the project closure document.

Logistics 509

Logistics Artificial Inteligence PMI Performance Measurement 509

Epicflow Blog

DECEMBER 1, 2022

Project management involves creating lots of documentation. If you look into project management standards, you will find at least a dozen of various plans, multiple types of reports, and numerous other documents. A business case is a document that helps decision-makers determine whether a project is worth the investment.

Risk Management 52

Risk Management Risk Initiating Monitoring 52

Wrike

OCTOBER 1, 2023

One area that often gets overlooked, but has a significant impact on operational efficiency, is document workflow. In this article, we will explore the importance of operational efficiency, the role of document workflow in achieving it, and strategies for streamlining document workflow to enhance efficiency.

Technical Review 36

Technical Review Software Review Risk Management Innovation 36

ProjectManager.com

MAY 21, 2021

These details are outlined and solidified in an official document; a contract. But what exactly goes into creating these documents? These documents are created to protect both sides of the agreement in case something goes wrong or needs to be changed. into a written form that is easy to understand and refer back to.

Process 448

Process Construction Finance Initiating 448

Rebel’s Guide to PM

JUNE 4, 2023

If you’re looking for how to define success criteria, how to document and measure them and what to do after a project finishes, then read on! These are the success criteria which you can refer to in project audits or the post-project review. How to document your success criteria Document your project success criteria in a list.

Defining 304

Defining Software Review Initiating Energy 304

Rebel’s Guide to PM

JULY 20, 2023

In this article we’ll look at the types of artifacts in project management, typical documents for each type. There’s also a checklist of project artifacts by phase at the end, which you can use as an aide-memoire for creating your own documentation. For example: a project management artifact is the project closure document.

Logistics 253

Logistics Artificial Inteligence PMI Performance Measurement 253

Wrike

SEPTEMBER 30, 2023

One powerful tool that can significantly enhance operational efficiency is process documentation. Understanding Operational Efficiency Operational efficiency refers to the ability of an organization to maximize output while minimizing input or resource consumption.

Process 36

Process Technical Review Software Review Manufacturing 36

Wrike

JUNE 11, 2023

This is where SOP (Standard Operating Procedure) documents come into play. SOP documents serve as a guide for employees, outlining the steps and best practices they need to follow in order to carry out specific tasks effectively and efficiently. These documents also have proven to be instrumental in training new employees.

Technical Review 36

Technical Review Healthcare Controlling Manufacturing 36

Rebel’s Guide to PM

MAY 7, 2023

Perhaps the process misses out any reference to ethical sourcing at all. This includes reviewing documents such as policies, procedures, templates, checklists, reports, lessons learned from previous projects, and any other materials related to the project’s objectives or goals. Process Groups: A Practice Guide does talk about OPAs.

Process 415

Process Technical Review Software Review Influencer 415

ProjectManager.com

JANUARY 21, 2022

A scope baseline is an approved version of your project scope, which is documented in a scope statement , work breakdown structure (WBS) and WBS dictionary. The scope baseline is used as a reference to monitor project progress and compare actual versus planned results. Here’s a shot of the whiteboard for your reference!

Monitoring 345

Monitoring Defining Controlling Change Management 345

ProjectManager.com

APRIL 23, 2024

Create a Project Review Document for Future Reference A project review document is used to evaluate an operational project that’s currently being executed. These project review documents should be archived and retrieved for future reference when similar projects are experiencing problems.

Software Review 288

Software Review Monitoring Technical Review Budget 288

ProjectManager.com

FEBRUARY 3, 2022

A project charter is a project planning document that sells the project to stakeholders and sponsors. The project management charter serves as a reference document. An important function of a project charter is to document who are your team members and what their roles and responsibilities are.

Risk Management 510

Risk Management Budget Defining Software Review 510

ProjectManager.com

OCTOBER 17, 2023

Construction phases have different names and require different documentation to begin with. Within this phase are three distinct steps: programming and feasibility, schematic design and contract documents. Once these decisions are made, a project initiation document is created. The last step is the construction documentation.

Construction 332

Construction Process Project Life Cycle Software Review 332

ProjectManager.com

JUNE 4, 2021

Any construction project, no matter the size or scope, requires a wide range of documents. These documents must be thorough and clear, and using construction excel templates guarantees each document includes all the information it needs. . Because they must include so much information, proper organization is a necessity.

Construction 408

Construction Risk Management Estimate Software Review 408

ProjectManager.com

APRIL 25, 2024

Kanban Origin: Toyota Kanban System This kanban system was called the Toyota kanban system, though it was originally referred to as just-in-time (JIT) production. Google Sheets live in the cloud and therefore are collaborative documents, unlike the static documents of an Excel spreadsheet. What Is Kanban Software?

Manufacturing 323

Manufacturing 2004 Software Review 2009 323

Agilemania

NOVEMBER 27, 2022

A Product Requirement Document can be referred to as a brief summary of the requirements of a product. What is a Product Requirement Document? Often abbreviated as ‘PRD’, a Product Requirement document carries a brief description of the requirements for the product. What Should Be in a PRD Document?

Technical Review 52

Technical Review Software Review Underperforming Technical Team Lean 52

Wrike

JULY 21, 2023

Managing documents efficiently and effectively is crucial for businesses of all sizes, as streamlining document management workflows can boost productivity, improve collaboration, and enhance data security. It can lead to duplicated efforts, lost documents, and missed deadlines. Are there manual tasks that can be automated?

Underperforming Technical Team 36

Underperforming Technical Team Software Review Technical Review Software 36

Wrike

JULY 24, 2023

Understanding the Concept of Collaboration Culture Collaboration culture refers to the collective mindset and practices within an organization that foster effective collaboration among teammates. The Evolution of Document Collaboration Document collaboration has come a long way from the days of physical paper documents.

Technical Review 36

Technical Review Software Review Underperforming Technical Team Logistics 36

Rebel’s Guide to PM

JANUARY 30, 2021

We don’t document how we will know if a project has failed – what failure looks like – because thinking about failing is not a good way to motivate the project team when the work has only just started. These are the success criteria which you can refer to in project audits or the post-project review. Organizations don’t define failure.

Defining 472

Defining Software Review Initiating Energy 472

Wrike

JULY 25, 2023

Businesses heavily rely on efficient document workflow software to streamline their operations and improve productivity. However, like any technology, document workflow software is not without its challenges. Additionally, we discuss the future of document workflow software and how businesses can stay ahead of the curve.

Artificial Inteligence 36

Artificial Inteligence Software Review Technical Review Software 36

ProjectManager.com

NOVEMBER 16, 2023

A production order is a document that’s generated by a manufacturing company’s control department and sent to its production department to authorize the specific number of a particular product that will be produced over a time period. Note also the procurement type and any reference designators. What Is a Production Order?

Manufacturing 327

Manufacturing Software Review 2024 Executing 327

ProjectManager.com

APRIL 30, 2021

Project reports document these changes, whether good or bad, and inform future strategies. Regardless of the project report, the document must convey information concisely—but that doesn’t mean the data should suffer. A weekly project status report does exactly what one would think — documents specific information during a project.

Risk Management 368

Risk Management Risk Executing Software 368

Rebel’s Guide to PM

NOVEMBER 29, 2022

How questions are split on the new exam Project management fundamentals and core concepts Predictive plan-based methodologies Agile frameworks/methodologies Business analysis frameworks What are the reference texts? What are the reference texts? Previously, the only reference text you needed was the PMBOK® Guide.

2023 301

2023 PMI Certification Agile 301

Project Risk Coach

MAY 17, 2021

As your project comes to an end, here are some steps that you can take to close out the project: Evaluate the project Review the risk register Archive the documentation Pay the invoices Thank the team Reassign the human resources Let's look at each of the activities in more detail. There are many benefits.

Closing 300

Closing Risk Management Risk Budget 300

ProjectManager.com

MARCH 19, 2024

It’s sometimes referred to as an invitation for bid (IFB). For example, there’s also a request for proposal, which is another business document. Request for Quote (RFQ) vs. Request for Information (RFI) Another business document used in projects, such as manufacturing and construction, is a request for information.

Manufacturing 347

Manufacturing Construction Transportation Budget 347

ProjectManager.com

JULY 5, 2022

A business case is a project management document that explains how the benefits of a project overweigh its costs and why it should be executed. A business case is an important project document to prove to your client, customer or stakeholder that the project you’re pitching is a sound investment. How to Write A Business Case.

Underperforming Technical Team 370

Underperforming Technical Team Project Life Cycle Risk Management Estimate 370

Project Risk Coach

MARCH 28, 2023

These higher risks are sometimes referred to as urgent risks. This plan may include additional elements such as tools and techniques, risk appetite and thresholds, and risk categories. Each approach has its strengths and weaknesses, and the choice of methods will depend on the specific project and its unique characteristics.

PMI 221

PMI Risk Management Risk Underperforming Technical Team 221

Rebel’s Guide to PM

JULY 10, 2020

A decision log template in project management is the document you use to fill in all the decisions made relating to your project. This document sorts out all of those problems. I also give my decisions a reference number so we can refer to them more easily in the future. What is a decision log?

Risk Management 396

Risk Management Risk Controlling 396

Wrike

OCTOBER 7, 2023

Understanding the Concept of Incident Reporting Incident reporting refers to the process of documenting and recording all types of disruptions and incidents that occur within an organization. It provides a clear structure for documenting key details, so that important information is not overlooked or omitted.

Technical Review 36

Technical Review Risk Management Risk Manufacturing 36