Documentation Tips

Portfolio Management: Bridging Company Strategy and Project Execution

Unless your company is running only one or perhaps two projects at a time, you’re missing out on some important benefits if you aren’t using a bona fide portfolio management strategy to plan and execute your project activities. An overarching approach that encompasses all of your initiatives not only pays big dividends, it will also…

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9 Documentation Mistakes Project Teams Make

Documentation is a huge part of project management. Everything from background reading to comparing old and new contracts happens with the material your Project Team has already gathered. But project management professionals have a lot going on, and sometimes their documentation practices get sloppy. See if your team is making any of these 9 documentation…

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Control Your Project’s Reality

The reality of a project—its objectives, its hurdles—don’t always match the perception that stakeholders have in their minds. When a project management professional discovers a discrepancy between how things really are and how people assume them to be, it’s time to do some proactive damage control that often goes beyond simply resetting expectations. First, see…

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4 Documentation Flubs That Could Cost You

Good, comprehensive documentation practices are an afterthought in many Project Teams. If your project office still hasn’t set up an efficient program, check out these 4 ways that your current methods could be sucking up your team’s time, money, or worse.

Data Gathering Mistakes Your Project Team Might Be Making

Project professionals need to compile data sets and benchmarking information for many reasons—planning, troubleshooting, even satisfying government reporting requirements—but how that data is treated could undermine even the most ambitious efforts. Keep reading to see if your Project Team is making any of these common mistakes.

Documentation Tips: Onsite vs. Offsite Archival

Once your project is in the wrap-up phase, it’s time to decide where your records will be stored—onsite or offsite. We’ve put together some pros, cons, and things to consider for each option to help you determine the solution that’s right for you. And remember that documentation doesn’t have to live in paper form; you…

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Project documentation proliferates at a startling pace. Before you know it, your current project’s files are stuffed, you have a stack of documentation boxes to prepare for storage, or you’re stuck sifting through thick folders from past projects in search of important information. Before the amount of documentation flowing amongst team members and stakeholders becomes…

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Project Management Documentation Tips: Forms & Templates

Forms and templates are the foundation for many types of project documents. Rather than putting unnecessary effort into creating new forms for each project, the use of existing forms and templates can streamline your project’s documentation requirements, and allow your team to focus on higher-level objectives. A variety of resources are available to you when…

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Project Management Documentation Tips: Electronic vs. Hard Copy

The shift to electronic documentation is in full swing, but hard copies haven’t been rendered obsolete quite yet. An efficient project may be best served by skillfully combining formats and allowing team members and stakeholders to access materials in the way best suited to each type of document. Understanding how materials are used, distributed and archived will help you determine the best way to use each format’s benefits to your advantage.

Documentation Tips: Archival

At the end of each project, it’s important to ensure your documentation – including e-mails, invoices, contracts, schedules, diagrams and anything else related to the project – can be easily located, retrieved, searched and referenced later.

Project Experience

Portfolio Management
Successful portfolio management calls for exceptional data management skills and diligent oversight across multiple efforts.
Demanding, time sensitive, and finely tuned, manufacturing projects require close attention and experienced oversight.
IT Projects
Organizations must be able to successfully execute challenging and highly visible technology projects to maximize revenue.
Power Plants
Power Plants must be able to keep these vital infrastructure assets current, efficient, and economically positive.
High-profile hurdles and expensive risks of failure make these projects critical to manage properly from the very beginning.
Presents complexities at nearly every stage, from allocating resources to controlling schedule variances, or clearing regulatory & safety hurdles.
Ensuring team members are able to move outside the silos of their department or discipline is the key to achieving success.
Product Dev
Design and other early-stage activities must be carefully orchestrated while maintaining visibility on future impacts and resource needs.
Mergers & Acquisitions
Among the riskiest and most strategically important initiatives a company can undertake, and their outcomes can make or break the business.
Finance & Insurance
Technology implementations call for the right level of planning detail and diligent oversight.
An ERP implementation can be among the most disruptive and strategically important initiative an organization can undertake.