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. Key Elements of a Project Charter.

Risk Management 521

Risk Management Budget Defining Software Review 521

ProjectManager.com

JULY 23, 2024

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 384

Estimate Budget Defining Monitoring 384

ProjectManager.com

APRIL 17, 2024

The transaction between buyer and seller is documented at every stage, and this paperwork serves a purpose. One of those business documents is a sales order. To distinguish between other transactional documents, we’ll define a sales invoice and purchase order and how they differ from sales orders. What Is a Sales Order?

Manufacturing 384

Manufacturing Software Review Monitoring Defining 384

ProjectManager.com

AUGUST 23, 2024

Make a Lessons Learned Document A lessons-learned document is a great tool to capture what worked and what didn’t work in a project so that information can be applied to future projects. Documentation. These documents provide hard data on how a project proceeded as planned or went off-track.

Software Review 393

Software Review Underperforming Technical Team Closing Project Life Cycle 393

ProjectManager.com

OCTOBER 3, 2023

We’ll answer that first and then explain what activities occur during post-construction and the various types of documentation that are used. But suffice to say, it’s a period when everything is handed off to the client or project owner, from the actual construction to documentation. What is post-construction?

Construction 421

Construction Closing Software Review Certification 421

Rebel’s Guide to PM

MAY 26, 2024

There are reasons why I don't know a lot about the exact support documentation any longer: get someone else to write this or you'll be the subject matter expert forever! A good project closure document helps that immensely. Use my template project closure document if you need a starting point. Trust me, I've been there.

Closing 369

Closing Software Review Prince2 Budget 369

ProjectManager.com

MAY 15, 2024

There are many key activities to the project completion phase, from verifying that all the project’s deliverables meet executions and are accepted by stakeholders, to completing all project documentation and doing a post-mortem to identify what went right and what didn’t. Get started with ProjectManager today for free.

Project Life Cycle 384

Project Life Cycle Software Review Certification Construction 384

Rebel’s Guide to PM

MAY 16, 2023

Given that we spend 14% of our day looking for documents and data (I totally made that figure up, but it feels like that’s how my day is spent), if you want to work smarter, not harder, then it pays to know how to use them both. Ability to share documents publicly or privately via a link or email address.

2021 436

2021 Controlling Process Software 436

Rebel’s Guide to PM

DECEMBER 20, 2022

And the project overview statement is a document that can help. I’ve used this format (see the example layout and structure below which gives you a template to follow) to summarize projects when we didn’t have the time or inclination to put together a gigantic project initiation document. Document the success criteria.

Initiating 426

Initiating Governance Government Risk Management 426

ProjectManager.com

JUNE 12, 2024

Google Docs is a free text processing tool that can help teams make, store and share documents online. Pros of Making a Gantt Chart in Google Docs Google Docs is an online platform that can save project documents in the cloud, which means they can easily attach to the Gantt chart. Why Make a Gantt Chart in Google Docs?

Software Review 409

Software Review Estimate 2024 Monitoring 409

ProjectManager.com

DECEMBER 11, 2024

Document Management: Facilitates storing, sharing and collaborating on legal documents in a secure, organized manner. There are also limited document management capabilities here. There are file attachments, but no document management system that supports version control , compliance tracking and more.

Software Review 274

Software Review Software Monitoring Budget 274

ProjectManager.com

MARCH 9, 2022

A good place to start figuring out who your stakeholders are is by reviewing the project charter, which documents the reason for the project and appoints the project manager. Also, review the contracts, as stakeholders might be mentioned in these documents. It’s a critical document and one that is changing throughout the project.

Software Review 505

Software Review Influencer Governance Government 505

Rebel’s Guide to PM

AUGUST 24, 2022

Create and circulate the project closure document. This is a document that summarizes how the project went. Basically, it’s a document that compares what you planned to do with what was actually done and explains the variances if there are any (there will be – trust me). Any other useful documentation.

Closing 430

Closing PMO Budget Finance 430

Rebel’s Guide to PM

NOVEMBER 26, 2024

My own experience bears this out – when you’re busy, you lose a lot of the governance and attention to detail because you just don’t have time to fill in yet another document that no one will read. Focus on doing the governance documents and processes that make a difference. A project manager says. A project manager says.

2024 288

2024 PMO Governance Government 288

ProjectManager.com

AUGUST 7, 2024

This financial document can also help construction companies better understand their performance on contracts, identify problems and report to lenders and bankers. Scope of Work Template The scope of work is a document that captures what a project covers and what it doesn’t cover. That’s because templates can only do so much.

Construction 383

Construction Software Review Estimate Monitoring 383

ProjectManager.com

MAY 19, 2022

Document Changes. But without documenting these changes to the project plan you’re setting yourself up for problems. These change management documents offer historic data for future projects, but also explain actions in the current one. As we noted, change is part of a project. Strategic Tips to Improve Project Execution.

Executing 514

Executing Project Life Cycle Software Review Technical Review 514

Rebel’s Guide to PM

MAY 7, 2023

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. PMI splits OPAs into two categories: Plans, processes, and documents. Process Groups: A Practice Guide does talk about OPAs.

Process 433

Process Technical Review Software Review Influencer 433

ProjectManager.com

AUGUST 29, 2023

Business Plan A formal document that clearly defines the business goals of a project and how to attain them. Communications log A record of continuous documentation of communications between project stakeholders managed by the project manager. It is also called a Business Case. It includes the plans to fulfill these goals.

Software Review 418

Software Review Underperforming Technical Team Lean Event Chain 418

Rebel’s Guide to PM

APRIL 5, 2023

For example, you have to complete a project charter, a risk document, a presentation to executives, write sample emails etc. The example project is Plant Pals (the Capstone project is Sauce & Spoon), and actually it’s quite fun to work through creating project documents. One was even a promo leaflet for some guy’s training courses.

Certification 446

Certification Executing Risk Management Agile 446

ProjectManager.com

NOVEMBER 12, 2024

Templates help maintain uniformity across projects, ensuring that coding standards, documentation and processes are followed. Project Plan Template Project plans serve as a comprehensive document that outlines the strategy for managing a software project from initiation to completion. For one, they provide consistency.

Software Developers 339

Software Developers Software Development Software Risk Management 339

ProjectManager.com

DECEMBER 26, 2023

A program governance plan is simply a document that describes the different elements of the program governance framework of an organization. These project management documents help the project run smoothly and keep stakeholders informed about the program’s scope, timeline and objectives. What Is a Program Governance Plan?

Governance 394

Governance Government Monitoring Risk Management 394

Rebel’s Guide to PM

DECEMBER 18, 2022

By understanding and documenting the project requirements, you can ensure that the project is completed on time, within budget, and meets the expectations of the stakeholders. Use the same terminology throughout the requirements document to avoid confusion. Other methods include focus groups, surveys, and document analysis.

Underperforming Technical Team 412

Underperforming Technical Team Technical Review Budget Software Review 412

ProjectManager.com

FEBRUARY 20, 2024

Project documentation, such as the project budget, project schedule or project plan, is critical for the successful delivery of projects. Because of that, as a project manager, you should be familiar with tools to create your project documents. Microsoft Word is one of those tools. Why Should You Make a Gantt Chart In Word?

Software Review 387

Software Review Budget Estimate Executing 387

ProjectManager.com

DECEMBER 4, 2024

Business Process Mapping Business analysts are responsible for gathering and analyzing business requirements, and they often document and improve business processes. It clearly shows the documentation needed, which is ample in an example of this sort. The swimlane diagram illustrates how these processes move forward.

Manufacturing 299

Manufacturing Construction Software Review Defining 299

ProjectManager.com

MARCH 31, 2023

Deliverables can be both the result of the project itself, but also the results of the process of the project, such as the project plan , reports or other documents. They’re responsible for managing all the documentation and then archiving those documents at the end of the project. Projects are made up of deadlines.

Project Life Cycle 437

Project Life Cycle Software Review Monitoring Budget 437

ProjectManager.com

JANUARY 27, 2023

When you’re documenting risks, note where impacts to time, cost and quality are likely to occur. Use a risk register to document them. These details are usually included in a risk management plan , which is a project management document that explains how you’ll manage project risk at large.

Risk 433

Risk Risk Management Project Life Cycle Software Review 433

Rebel’s Guide to PM

OCTOBER 5, 2022

That’s not a strategy, it’s a document. OK, you need the document first, as a communication tool to explain the strategy to everyone, but you know what I mean. A pretty document doesn’t change the way you run your business or help you achieve your goals. People do that. If you are in a PMO , you might have this challenge.

2017 443

2017 Defining Executing PMO 443

ProjectManager.com

JULY 10, 2024

This free change log template for Excel is a document that captures change when it occurs and helps to monitor progress until that change has been implemented. Change Order Template A change order is a common document used in construction to capture modifications to the scope of work in a project.

Change Management 368

Change Management Executing Monitoring Planning 368

Rebel’s Guide to PM

MAY 30, 2024

Your RAID log is one of the crucial project planning documents that helps you plan and control the work throughout the project lifecycle. Talk to the project team, have some brainstorming sessions, look at past lessons learned documentation and use my list of common project risks to help you get started populating this section of the RAID.

Risk Management 346

Risk Management Software Review Risk Controlling 346

ProjectManager.com

OCTOBER 12, 2023

API Documentation & Resources Visit our development center and developer discussion forum to get the documentation, example code and resources you need to get started. You can also use these platforms to give feedback and get answers to your questions from other developers.

Risk Management 370

Risk Management Project Cost Risk Budget 370

Rebel’s Guide to PM

OCTOBER 10, 2022

If you have worked on projects before then it’s highly likely that you can copy and paste from previous documents so don’t get too hung up on the idea that a fully-fledged plan is going to be days worth of work for your tiny project. We recommend: Project Management Plan Template. You have clear reporting. Your stakeholders are engaged.

Governance 437

Governance Government PMO 2016 437

ProjectManager.com

NOVEMBER 6, 2024

Document Management: This is another key feature that organizes architectural drawings, permits, specifications and contracts. Software should have unlimited file storage to hold all project documents and make them easily accessible whenever and whenever they’re needed. Resource management features set team availability and skill sets.

Software Review 281

Software Review Software Construction Engineering 281

ProjectManager.com

NOVEMBER 28, 2023

Our cloud-based software means you can access project documents anywhere and at any time. Processes that are lengthy, complex, sensitive, must be consistent, involve documentation , involve significant change or have serious consequences should have procedures. Examples of project documents are the project plan, schedule and budget.

Process 400

Process Controlling Executing Defining 400

Rebel’s Guide to PM

SEPTEMBER 23, 2023

What gets done in Initiating a Project There are a lot of management products i.e. documentation to set up in the Initiating a Project process, although if you have managed a project with PRINCE2® before you’ll just need to get out the versions you did for those projects and tweak them to suit this new one.

Prince2 351

Prince2 Initiating PMO 2023 351

ProjectManager.com

JULY 9, 2024

The change management communication plan is a document that outlines how the strategy for an organizational change will be implemented. Change Log Template A change log is a document that lets users capture change as it happens and track it throughout the project or the life cycle of the change.

Change Management 363

Change Management Planning Underperforming Technical Team Controlling 363

ProjectManager.com

MARCH 20, 2024

Materials are often delivered to the job site with a certification of compliance with the contract documents. Whoever accepts the materials will should review documents such as the material takeoff or bill of materials as there can be serious consequences if the contractor accepts and installs incorrect materials.

Construction 366

Construction Software Review Estimate Underperforming Technical Team 366

ProjectManager.com

OCTOBER 24, 2024

Some tools can assign general contractors with project planning , scheduling, budgeting, resource allocation, communication and documentation, which we’ll get to in more detail momentarily. There should also be version control to track document revision and revert to old versions if needed. 5 Capterra review: 4.4/5

Construction 311

Construction Software Review Software Estimate 311