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Business Management Documentation Basic

Business Management Documentation

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Frigga Harina
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38 views19 pages

Business Management Documentation Basic

Business Management Documentation

Uploaded by

Frigga Harina
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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BUSINESS

MANANGEMENT
DOCUMENTATION BASICS
LEARNING OUTCOMES

1. Identify basic project


management activities;
2. Draft a business project
document
WHAT IS PROJECT
DOCUMENTATION?

The term project documentation refers to the


project management documents that are
created throughout the project life cycle.
WHAT IS PROJECT
DOCUMENTATION?

These documents, such as the project plan,


project schedule or project budget, define
activities, procedures and guidelines that the
project team should follow.
PROJECT DOCUMENTATION BY PROJECT PHASE
Project Initiation: Project charter, project summary, business
case, project kickoff meeting agenda
Project Planning: Project management plan, work breakdown
structure, project budget, project schedule, change
management plan, scope management plan, risk
management plan
Project Execution: Project status report, project execution plan
lessons learned template, timesheets, change requests,
change orders
Project Monitoring and Control: Project status report, lessons
learned template, timesheets
Project Closure: Project closure template, punch list
PROJECT PLAN
The project plan is the
most comprehensive of
all project management
documents because it
compiles the project
documents that are
created during the
project planning phase.
For example, your project
plan should include your
project budget and your
project schedule.
PROJECT CHARTER
The project charter is
written during the project
initiation phase and it
sets the stage for the
project plan. Project
managers use project
charters to provide a
quick overview of the
project to stakeholders,
sponsors and clients.
BUSINESS CASE
Just like the project
charter, a business case
is a document that’s
created during the
initiation phase to
convince project
stakeholders of the
project’s value by
explaining the potential
benefits it could have for
their organization.
PROJECT SCHEDULE
At a basic level, the
project schedule defines
the timeline for the
execution of all project
tasks. It can also include
more details such as the
resources needed for
each task, who’s
responsible for it, the float
or slack your project has
and the critical path.
SCOPE STATEMENT
A scope statement
defines the activities that
will be executed to
complete a project. It’s
used by project
managers to let
stakeholders know what
will be done and what
won’t be done so that
expectations are clear
from the beginning
PROJECT BUDGET
The project budget is a
critical project
management document.
To create one, you’ll need
to estimate your project
costs, which include
labor, materials,
equipment and anything
that’s needed to execute
the project.
It’s always necessary to
PROJECT CLOSURE create project

TEMPLATE documentation at the end


of the project closure phase.
That’s because project
managers need to close
contracts, create a “lessons
learned” document and get
formal approval from
stakeholders among other
important tasks. All of this
must be documented so
that nothing falls through
the cracks.

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