PROJECT DOCUMENTATION TEMPLATE

PROJECT DOCUMENT DOCUMENTATION DATE

OWNER VERSION
PHASE NAME DESCRIPTION COMPLETED

Details the business needs and other pertinent

Business
Pre-Initiation information to determine whether the project is
Case
worth the required investment or not.

Authorizes the project and enables resource

allocation. The chartering process determines the
1.0 Initiation Project Charter
key project members and formally kicks off the
project.

Project Helps define how the project will be carried out

2.0 Planning
Management Plan from start to finish.

Helps stakeholders plan and track tasks, milestones,

2.0 Planning Project Schedule
and key dates within the project.

Defines particular requirements for a project or

Requirements
2.0 Planning product that must be met in order to satisfy the
Document
business objectives.

Milestone A visual illustration of the schedule for major

2.0 Planning
Timeline milestones and project deliverables.

Captures and tracks vital project information,

3.0 Monitor Project
making it easier to manage project elements
& Control Register
throughout the duration of the project.

Project
3.0 Monitor
Meeting Documents notes for all project meetings.
& Control
Notes

Project
3.0 Monitor Communicates the overall health of the project to
Status
& Control key team members and stakeholders.
Report

3.0 Monitor Project Utilized by the Project Manager to request changes

& Control Change Request to the project scope, costs, schedule, milestones, etc.

Outlines the testing strategy, objectives, and

3.0 Monitor Project Test
resources necessary for testing, test estimation, and
& Control Document
test deliverables.

Identifies the project lessons learned by team

4.0 Closure Lessons Learned members and management to help teams repeat
desired outcomes and avoid unfavorable outcomes.

Project The Project Closure document validates the

4.0 Closure
Closure project’s completion.
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