III.C.4 Project documentation

Description

Excerpt From The Certified Manager of Quality/Organizational Excellence Handbook

As emphasized earlier, one very important aspect in project management is documenting and sharing information with others outside of the project team to ensure that management and other stakeholders are aware of the project’s status. Well-documented status reports will usually suffice.

Communicating and documenting lessons learned is important. Various channels are appropriate, including departmental meetings or time set aside specifically for shared learnings. Storing information and knowledge from projects, regardless of the degree of success, is vital to building a base for use in future project planning and estimating. 

The details of each project should be documented utilizing the organization’s preferred methodology. Such documentation will typically include:

  • • Project mission and/or charter statement
  • • Project scope
  • • Statement of work
  • • Project team members
  • • Stakeholder analysis
  • • Deliverables
  • • Work breakdown structure
  • • Gantt charts
  • • Time and sequence dependency diagrams (AND, CPM, PERT)
  • • Resource allocation matrices
  • • Linear responsibility matrix
  • • Budget
  • • Request for funds
  • • Project plan approval
  • • Policies and procedures affected by the project outcomes (new or revised)
  • • Project plan updates or revisions
  • • Performance results and outcomes, including financial and final benefits/cost ratio
  • • Project implementation sign-offs
  • • All changes to plans and critical decisions made
  • • Lessons learned
Quality Management BOK Reference

III Management Elements and Methods 
III.C Project Management 
III.C.4 Project documentation - Use written procedures and project summaries to document projects.​ 

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Jerry Rice
Jerry Rice
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Date Added: Sep 11, 2018
Date Last Modified: Nov 16, 2018
Category: Resources