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Documentation must lay the foundation for quality, traceability, and history for
both the individual document and for the entire project documentation. It is also
extremely important that the documentation is well arranged, easy to read, and
adequate.
Experienced project managers excel at making and following standard templates for
their project documents. They reuse successful project plans, business cases,
requirement sheets, and project status reports to help them focus on their core
competency of managing the project rather than balancing the unmanageable
paperwork.
Project management usually follows major phases:
Project Details
Feasibility Report
Project Charter
Requirement Specification
Design Document
The design document showcases the high- or low-level design components of the
system. The design document used for high-level design gradually evolves to include
low-level design details. This document describes the architectural strategies of
the system.
Work Plan/Estimate
A work plan sets out the phases, activities and tasks needed to deliver a project.
The timeframes required to deliver a project, as well as resources and milestones,
are also shown in a work plan. The work plan is referred to continually throughout
the project. Actual progress is reviewed on a daily basis against the stated plan
and is therefore the most critical document to deliver projects successfully.
Traceability Matrix
A traceability matrix is a table that traces a requirement to the tests that are
needed to verify that the requirement is fulfilled. A good traceability matrix will
provide backward and forward traceability: a requirement can be traced to a test
and a test to a requirement.
Issue Tracker
An issue tracker manages and maintains a list of issues. It helps add issues,
assign them to people, and track the status and current responsibilities. It also
helps develop a knowledge base that contains information on resolutions to common
problems.
A change management document is used to capture progress and to record all changes
made to a system. This helps in linking unanticipated adverse effects of a change.
Test Document
A test document includes test plan and test cases. A test case is a detailed
procedure that fully tests a feature or an aspect of a feature. While a test plan
describes what to test, a test case describes how to perform a particular test.
Technical Document
Functional Document
Functional specifications define the inner workings of the proposed system. They do
not include the specification of how the system function will be implemented.
Instead, this project documentation focuses on what various other agents (such as
people or a computer) might observe when interacting with the system.
User Manual
Transition/Rollout Plan
The rollout plan includes detailed instructions on how to implement the system in
an organization. It includes the schematic planning of the rollout steps and
phases. It also describes the training plan for the system.
Handover Document
The handover document is a synopsis of the system with a listing of all the
deliverables of the system.
Contract Closure
Contract closure refers to the process of completing all tasks and terms that are
mentioned as deliverable and outstanding upon the initial drafting of the contract.
This is only applicable in cases of outsourced projects.
Lessons Learned
Lessons learned in project documentation are used at midpoints of the project and
at project completion to catalog significant new learnings that have evolved as a
result of the project. They are used to build the knowledge base for the
organization and to establish a history of
best and worse practices in project implementation and customer relation.
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PMP� Certification 6 Apr -4 May 2019, Weekend batch Your City View Details
PMP� Certification 8 Apr -23 Apr 2019, Weekdays batch Chennai View Details
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About the Author
Eshna is a writer at Simplilearn. She has done Masters in Journalism and Mass
Communication and is a Gold Medalist in the same. A voracious reader, she has
penned several articles in leading national newspapers like TOI, HT and The
Telegraph. She loves traveling and photography.
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PMBOK� Guide � Sixth Edition was released in September 2017 and PMP� certification
exam format will be revised on 26 March 2018, according to PMI.
The exam is not about the PMBOK? Guide, but the guide does influence the exam a
lot. Here�s what to expect, and what you could see as impacts to the exam as a
result of the updated 6th edition.
Effective leadership is mentioned in the 5th edition but is now being consolidated
into one section. Consider this as a continuation of PMI�s message�a call to action
that Project Management has three components that aspiring professionals need to
continually develop: technical project management, business acumen, and leadership.
Preparing for your PMP� Certification? Take this Practice Test to learn where you
stand.
Terminology Changes
The 5th edition of the PMBOK� Guide made great progress in standardizing phrases,
terms, and definitions. This was needed to achieve alignment with the ISO standard
21500. This, also, was a bigger change than one would consider�the PMI Lexicon of
terms and Exam Content Outline were aligned to match the same terminology. This was
a big step. Once this was achieved, students and project managers could see a term
in one area, knowing it would mean the same in every other use.
This new edition continues towards terminology consistency, with these primary
updates:
Human Resource Management will become Resource Management. This means you don�t
merely manage teams, but also bulldozers, shovels, cases of nuts and bolts, and
bottled water.
Time Management will become Schedule Management. This makes sense; we don�t manage
time, but we manage and control our schedule.
It�s interesting how PMI discusses these changes; they state �� Areas have been
renamed to more accurately reflect which elements can be managed� and which
cannot��
Key Concepts will be organized. You can look to a specific section to review the
core message of the knowledge area.
Trends and Emerging Practices have been added. Current learnings and business
behavior are now seen to be a component that you can integrate and are expected to
consider. The guide is not something static, but something that we can modify based
on needs inside and outside the project. It is moved closer to a dynamic set of
tools supported by thoughtful analysis as well as best practice.
Tailoring Considerations are now a component of each Knowledge Area. Again, having
each section discuss how to modify it based on constraints, consideration,
organizational preference, and business need is exciting. Having guidance in
modifying the PMBOK� Guide will assist in understanding that this is a component of
control, required if you are to actively manage.
All these updates support not only increased clarity but also provide a focus on
how this material can be best applied. This is the core of the PMP Certification
Exam; it tests not only one�s knowledge but how well the applicant can apply what
they know as a best practice in ambiguous, often confusing situations.
This bodes well for the profession of project management, and it bodes well for us,
too. The guide gives us not only what we need to do today to make projects and
business better, but what we need to think about and prepare for the future.
Project management and our careers within it are a continuing story, not a stairway
that ends with a closed door.
PMP, PMBOK are registered marks of the Project Management Institute, Inc.
Find our PMP� Certification Online Classroom training classes in top cities:
Name Date Place
PMP� Certification 6 Apr -4 May 2019, Weekend batch Your City View Details
PMP� Certification 8 Apr -23 Apr 2019, Weekdays batch Chennai View Details
PMP� Certification 12 Apr -10 May 2019, Weekdays batch Mumbai View Details
About the Author
Tim Jerome, PMP� MBA, has led and supported projects globally for over 15 years.
Tim has taught Project Management and PMP� Certification preparatory courses for
over 10 years, assisting in educating and supporting hundreds of project managers.