Complete collection of necessary documents for project management: you can't write these 14 project documents yet?

Can project management be separated from project documents , Project document management , In a system ( Software ) The process of collecting and managing submitted documents in the project development process .

A project goes well 、 Successfully implement , One or more clear and detailed 、 Traceable 、 Organized 、 Easy to read and informative project documentation , Through this document , You can know when this project will be , Who did what , When to plan who will do what .

Usually , Document management is not very important in project development , When it finds its importance , It's often too late . The whole project may become chaotic , There is no evidence to check after the problem arises . Document management plays a vital role in the smooth progress of a project , Its criticality cannot be ignored .

Project management usually follows the following main stages ： start-up 、 plan 、 Control and close out .

A well managed project document , The manager can clearly see the context of the whole project progress according to its track and each link , At the same time, the quality of the whole project can be well controlled by grasping the phased documents .

1、 Feasibility report

The purpose of the feasibility report is to investigate and present the task requirements , And determine whether the project is worthwhile and feasible . The feasibility is verified by five main factors —— Technology and systems 、 cost 、 law 、 Operation and schedule . Secondary feasibility factors include the market 、 Resources and cultural factors .

2、 Project Charter

The project charter is a formal written statement and supporting document to prove the existence of the project . Signed by senior management , Specify the scope of the project , Such as quality 、 Time 、 Constraints on costs and deliverables , Authorize the project manager to allocate organizational resources for project work . It is usually the first official document after the project starts . It mainly includes two aspects ： First, the business needs of the project , Second, product description . It usually also includes the project manager , Project staff , Description of the main responsibilities and tasks undertaken by the project sponsor and senior management in the project .

3、 Requirements specification

The requirements specification document is a complete description of the system to be developed , It contains all the interactive and non functional requirements between the user and the system .

4、 Design document

The design document describes the architecture strategy of the system , It is used to present high-level or low-level design components of the system , The top-level design document will eventually evolve into a low-level document containing a lot of details .

5、 Work plan

The work plan defines the phases required to deliver the project 、 Activities and tasks . The time frame, resources and milestones required to deliver the project are also shown in the work plan . The work plan is constantly mentioned throughout the project . The actual progress will be reviewed daily according to the specified plan , Therefore, it is the most critical document for the successful delivery of the project .

6、 Traceability matrix

The traceability matrix is a table , Used to track and test whether a requirement is met . A reliable traceability table can provide backward and forward traceability ： A requirement can be traced back to a test , Conversely, a test can be traced back to a requirement .

7、 Issue tracking documentation

Each member will encounter different problems during the implementation of the project , These problems and their solutions can be archived as a knowledge base , It is helpful for the resumption of this project or providing solutions for future projects .

8、 The test file

Test documents include test plans and test cases . The test case is a detailed process , It tests a feature or an aspect of a feature . The test plan mainly describes the content to be tested , The test case describes how to perform a specific test .

9、 Technical documents

Technical documentation includes product definitions and specifications 、 Design 、 manufacture / Development 、 QA 、 product / System responsibility 、 Product introduction 、 characteristic 、 Function and interface description 、 Safe and correct use 、 Service and maintenance of technical products .

10、 Function file

The functional specification defines the internal working principle of the system . They do not include specifications for how the system functions , Instead, it focuses on what may be observed when a person or computer interacts with a system .

11、 User's Manual

The user manual is the standard operating procedure of the system .

12、 Plan to roll out documentation

This document contains detailed instructions on how the enterprise implements the system , It consists of schematic planning of deployment steps and phases , It also describes the training plan of the system .

13、 Handover documents

The handover document is the outline of the system , It lists all deliverables of the system .

14、 Contract closure

Contract closure refers to the process of completing all tasks and terms , Including the deliverables and outstanding tasks and terms mentioned in the drafting of the contract , This applies only to outsourced projects .

Summary of experience

Proper project documentation is a necessary element of managing a project , It can help the project move forward quickly 、 Ensure that all stakeholders are as informed as possible , It can also help enterprises make better improvements in future projects .

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