What are the types of documents used while managing a project?

Regardless of the type of document used in a project, it is critical to keep it concise, current, and up to date. Making such project documents a habit will encourage the entire team and all stakeholders to collaborate and stay on track.

1.      Business Case 

Before beginning any project, it is critical to ask why. As a result, these business case documents will emphasize the project's importance. What is the goal of a project and what is the expected outcome?

A business case project document can be a multi-page document or a simple one-page write-up explaining the project details, depending on the size of the project. This document, as well as an economic feasibility study must be provided by the project sponsor, according to the project manager.

2.      Charter 

The project charter is the formal authorization permit that allows the PM to own the project by creating a plan, executing, and managing it. The project scope, timelines, requirement details, DoD, cost, project success factors, as well as people and other resources, must all be included in a typical project charter.

3.      Accountability Document 

The PM must now identify people within the team who will be responsible for each task to be completed once the scope has been determined. This is essentially a matrix representation of who is in charge of what. All team members will have a clear understanding of their roles as a result of this. This aids in the setting of expectations and ensures that there is no communication breakdown.

4.      WBS 

A work breakdown structure is a method of breaking down the work. Once the team understands their roles, they must determine when to begin a task and what the timeline is. The project deliverables will be broken down into chunks of work based on the objective in the WBS. With this document, allocating resources is a breeze. This document provides a clear picture of how the work is distributed among the team members.

5.      Risk Logbook 

However, no system is perfect, and there is always the possibility of unavoidable risks. However, this cannot be used as an excuse for the project's delay or the failure to meet a key deadline. As a result, it's a good idea to create an issue tracker and fill in details like what the problem is, how it occurred, who can solve it, and when it can be fixed.

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