The Role of the Project Document

  ProjectsAtWork  

What sets great project managers apart from good ones is the ability to minimize document production and maximize their role in managing the people doing the front-line work. Experienced project managers create templates to help them reuse successful project plans, complex business case documents, standard contracts, detailed specification sheets, and project status reports.

Project managers who are trying to improve their document management should observe a few basic rules in developing documents. Project document workflow varies from organization to organization, but there are basic documents that help maintain high standards in the following project phases:

1. Project Definition: In this phase, the project charter document is at the heart of initiation. Defining the charter and the details surrounding the project’s objectives are key drivers in building the project’s road to success.

2. Project Planning: In this phase, the project leadership plans for the unexpected. The documents detailing the project plan, scheduling of resources, client agreements, and risk management, house the strategic details of the project.

3. Project Execution: In this phase, tracking and reacting are the name of the game. Here the project documents are delivering the actuals and updates to the project plan. Tracking cost, time, physical progress and …

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