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) Saving Changes...
Sort By:
saurabh mahajanPMP, ITIL, PRINCE2| vodafonePune, Maharashtra, India
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.
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
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.. Saving Changes...
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
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.
...
1 reply by Stéphane Parent
Jul 26, 2017 1:25 PM
Stéphane Parent
...
And it also can manage document versions. This can be important when managing your baseline.
Saving Changes...
Stéphane ParentSelf Employed / Semi-retired| Leader MakerPrince Edward Island, Canada
Jul 26, 2017 9:26 AM
Replying to Gary Hamilton
...
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. Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
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. Saving Changes...
"The reasonable man adapts himself to the world; the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man."
