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 looking for ready-made forms, and a few simple tips will help keep your project’s momentum moving forward when truly custom forms are needed.

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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 project management 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.

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