Forms and templates should be easy to find on your company intranet.

An external auditor should be able to visit your company and use a computer to find all the forms, templates, etc easily and without instruction.

Search functions should be able to find forms by their code number directly or by their name.

This is a role for business management or the project office, but it affects project managers significantly.

A good, easy to use system saves a lot of time and money.

Tagged with: forms • project office • system • templates

Filed under: Documentation

Join PMI (Project Management Institute) and use the PMI Compendium of Project Management Practices

This is a good guide for new project managers or PM’s in an organisation without a complete project management framework. It will help with the steps associated with the process of managing a project. Including Initiating, Planning, Executing, Controlling, and Closing the project.

It includes sample forms for the main steps needed. E.g.

• Project Charter
• Project Planning checklist
• Scope statement
• Scope Management Plan
• Work Breakdown structure
• Resource Pool
• And lots of other planning templates

In fact, if your organisation doesn’t have a formal step by step process for managing a project, this would be a good guide for working through the project.

Tagged with: forms • guide • PMI • process • templates

Filed under: Documentation • Planning