Raj Shekhar BidikaMaintenance Engineer| Reliance Industries LimitedJamnagar, Gujarat, India
What are the most essential project documents/templates used extensively from a Project inception to it's Closure? Saving Changes...
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Drew CraigSr. Agile & Product Coach| VanguardPhiladelphia, Pa, United States
This is determined by the needs of the organization and structure put in place by the PMO (or similar). Many times, project type, size, etc. determines level of documentation. This criteria is also part of the in-take process and documentation guidelines. Saving Changes...
Markus KopkoAI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM
AI Coach| PMotion.aiHamburg, Hamburg, Germany
Hello Raj,
Andrew is completely right, obviously.
Nevertheless, there are just 3 documents from my perspective which are absolutely mandatory for each and any project.
1. Project Charter
2. Stakeholder Register/Analysis
and
3. Project Management Plan (with all its components)
If you do have those 3 documents completely conducted you should have anything in place to navigate successfully through the project lifecycle. Any other documents are dependent on the specific project situation and the needs of the stakeholders (therefore you do need 2. ) ;)
There is no one size fits all as Andrew has stated. We should focus on the control and delivery objectives needed to successfully deliver a given project and identify what information is needed to support those. That could be captured in online repositories (e.g. Wikis) or as standalone documents.
If you asked me which are the most commonly found ones, then I'd suggest:
- A charter
- A PM plan (this would include all of your baselines, and management plan info for all applicable knowledge areas)
- Current schedule & cost models/forecasts
- A RAID log or equivalent - Risks, Actions, Issues, Decisions
- An Assumption log
- Change requests & a change log
- Closeout documentation
Arguably, a WBS could be added to the list above, but on small projects, the content in the charter or PM plan might suffice for scope definition Saving Changes...
Stéphane ParentSelf Employed / Semi-retired| Leader MakerPrince Edward Island, Canada
A charter (who and how much), a plan (what), a management plan (how) and a closure report (did we?).
The management plan will introduce the tools to be used during the execution phase. Saving Changes...
Raj Shekhar BidikaMaintenance Engineer| Reliance Industries LimitedJamnagar, Gujarat, India
Thank you everyone for your advice. Saving Changes...
Vijay SelvarajLead Engineer| W-IndustriesHouston TX, United States
