The intent of this section is to list the product or system deliverables (e.g., an online shopping site), and not the project management deliverables (e.g., Requirements Management Plan). For example, if there are weekly meetings to monitor progress against the project schedule, provide that information here. This training plan template provides the framework for developing your project specific training plan. Before the project is approved or rejected, these two documents are created to sell the work to stakeholders or sponsors: 1. Business Case: Here is where you justify the need of the project, which includes analyzing return on investment. Explain specific thresholds for cost monitoring and control. Define your Quality Metrics before starting your project. Be sure to log each change you make, so you can be sure that your project is always looking its best. For example, the project sponsor would probably like to receive periodic status updates on the project. Start planning with our Project Plan Template. Think about how a risk would escalate within the project and even beyond the project to a higher level of authority. Notify me of follow-up comments by email. Identify the tools used to maintain the Risk Ledger. For smaller projects, this section could serve as the main documentation for how project communications is managed. Plan your cost basis to keep a close eye on your costs. Identify the process by which risks will be managed. A good example would be servers. Just about every project manager has the need to develop a Use Case Document, this template is provided as a starting point from which to develop your project specific Use Case Document. For smaller projects, this section could serve as the main documentation for how the schedule is managed. The idea for the PM-File project management documentation system was sparked back in 1995 by a list developed by author Andrew M. Civitello, Jr. in his book Construction Operations Manual of Policies and Procedures, second edition. Milestones are a good means to determine if your project is on schedule and a useful tool for reporting to management. An assessment is a great business tool for identifying the current state of what is being assessed and identifying opportunities to improve various business functions. The IT Charging Policy is a policy specifying the objective of the charging process and the way in which charges will be calculated. In any project work, documentation is an essential part of the project. In such a scenario, a possible strategy might be to ensure that every activity has a backup resource. Lean-Agile project management professional with experience building startups, and championing innovation in government and large enterprises. You can prepare this … Documentation in project management is essential. Here, you will find an Excel project management template. Punch in the rows and columns or bullet marks when you want to make your documentation. Identify who has purchasing authority. In a matrixed project, where the resources are provided by authority from external organizations or divisions, provide information on who provides the authority. Get documents under control with your free SharePoint project management template . For example, if the project begins to incur cost overruns, at what thresholds must specific actions take place? Provide information on where the priority of the project falls with respect to other responsibilities of the project team members. On a global level, document management practices are designed to fill the following goals and objectives: This will ensure that the latest technology is obtained.
2020 project management documentation sample