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Topics: Financial Services, PMI Standards, Scheduling
Best Practice for Project Plan with large number of documents to be developed and signed?
Network:15


I work for a financial institution as a consultant and projects have a large number of documents (including different areas such as contracts, requirements, addendums) that need to be generated (varies based on client product options) and signed. I am attempting to setup a project plan, but struggling on best method to track the documents. Does one put them in MS Project? Track in a different table. Some impact the movement from moving the project from requirements to execution, while others do not. (Waterfall methodology)
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Network:468



1) Group the document, prepare new required document in not present.
2) Plan separately for each area while planning (considering documents)
3) Draw a phase model on paper and do brainstorming with team for the required documents.
4) follow Plan-Do-Check-Act steps.
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1 reply by Lucy Mullen
Apr 20, 2016 11:17 AM
Lucy Mullen
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Thank you so much.. I started that route..
Network:1648



Paraphrasing Saurabh's approach, I would maintain (in Excel or Project or Collaboration software) a master checklist of all possible documents, and for each client introduction, go through the checklist and mark as relevant or not, and then check off as you complete all the relevant documents during execution of client onboarding
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1 reply by Lucy Mullen
Apr 20, 2016 11:18 AM
Lucy Mullen
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Thanks..
Network:15


Apr 19, 2016 1:57 AM
Replying to saurabh mahajan
...
1) Group the document, prepare new required document in not present.
2) Plan separately for each area while planning (considering documents)
3) Draw a phase model on paper and do brainstorming with team for the required documents.
4) follow Plan-Do-Check-Act steps.
Thank you so much.. I started that route..
Network:15


Apr 20, 2016 9:42 AM
Replying to Samuel Vaddi
...
Paraphrasing Saurabh's approach, I would maintain (in Excel or Project or Collaboration software) a master checklist of all possible documents, and for each client introduction, go through the checklist and mark as relevant or not, and then check off as you complete all the relevant documents during execution of client onboarding
Thanks..
Network:821



I would also look into work flow and document management tools. A simple one SharePoint, which can be used to track the documents, and sign-offs.
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1 reply by Stéphane Parent
Jul 26, 2017 1:25 PM
Stéphane Parent
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And it also can manage document versions. This can be important when managing your baseline.
Network:72670



Jul 26, 2017 9:26 AM
Replying to Gary Hamilton
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I would also look into work flow and document management tools. A simple one SharePoint, which can be used to track the documents, and sign-offs.
And it also can manage document versions. This can be important when managing your baseline.
Network:1369



MS Project is to control project schedule. What you are looking for is Project Configuration Management. Look the PMI´s standard or you can find better information looking for IEEE standards.

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