Laney SmithProject Manager| Home Federal Savings BankRochester, Mn, United States
How do other Project Managers document all important project notes? It's difficult to determine the best way to keep all meeting minutes and emails complied in a way to make sense. I have used different methods such as Word, Excel and One Note and none are ideal. Saving Changes...
Mahesh PachhapurkarSr Program Manager| Danfoss Scotland LtdPune, Maharashtra, India
I exclusively use OneNote for project documentation. I've templates created in OneNote that I use on regular basis that can be used for checking off important items for all projects. This is also very helpful in terms of managing the project from a governance standpoint. Every week I use this checklist to ensure that all aspects of my project (plan, risk, issues log, notes, communication to stakeholders, financials) are updated. I also make notes about important dates in OneNote and I constantly copy it over to the next week, that way I ensure I'm always current. Saving Changes...
Laney SmithProject Manager| Home Federal Savings BankRochester, Mn, United States
Thank you for everyone's input! For those that use SharePoint, do you have a library created where you save the documents? Saving Changes...
I also use Sharepoint we my teams. It is our standard tool. We keep there all the programs keypoints including lessons learned, LOP list and actions points, project milestones, etc... Saving Changes...
Steve PuzynClient Success| Align Us, Inc. Winter Park, Fl, United States
We have Tools that manages all project materials in one easy to search platform. The Title, Owners, Dates, Project Members, Story Editor is all of the detail, manage all of your tasks, discussions/mesages/conversations & documents. www.align.us does all of that free. No limits. As many users as you like. Keeps EVERYTHING IN ONE PLACE. You can take notes in the program or upload docs/media. Check it out. Saving Changes...
Assuming JIRA is common placed in IT PM sphere, Confluence is very handy for documentation. You can create links and reference points. Saving Changes...
Product Operations Program ManagerBarcelona, Cataluña, Spain
Very good tips. I was about to post a very similar question, but rather focused on the optimum usage of One Note within SharePoint (good practices). If I may, I "hijack" this thread to ask if someone has specific tips on that. Saving Changes...
Drew CraigSr. Agile & Product Coach| VanguardPhiladelphia, Pa, United States
Eduard - Think about how you want the notes structured and organized. It will pay dividends down the line when searching on historical items and for you and/or others to know where stuff should go. Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
Our documentation system is inside a Project Configuration Management system. But our objective is: to get notes read and understood by the stakeholders. Because we are working into virtual and distributed team environment we use emails as our main tools and we stored those emails inside the project configuration system. In this case there is a link to our knowledge management system. We work a lot to define the format that can be read in one sight mainly when actions must be taken. Take into account that when we write about something system I am not writting about something monolithic or bureaucratic. Just some repository with simple rules to store and retrieve information. Yammer is the tool to maintain the repository for knowledge management for example. Saving Changes...
Daniel BucknerProgram Manager| NTT Data ConsultingCharlotte, Nc, United States
Sharepoint is a good resource but has some limitations, i.e adding an off scheduled meeting to an existing series and taking notes. I actually have begun to switch over to MS OneNote which allows complete customization especially important at the Program level where you can setup different Programs, Projects, and even work streams under their own identifier (i.e. Capital Markets-Instruments-Equity, Fixed Income,etc). This also allows you to easily share your notes amongst multiple resources and from a Program level allows you to assure that all PM's are completing their action items and takeaways. You can also link SP to OneNote for complete integration. Let me know fi you have any questions and I would be happy to go over the setup. Saving Changes...
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