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Project Management Essential Documents, Tools and Templates – A General Guide

Stage 1: 1. Project Initiation

At this first stage of project initiation, the following documents, tools, and templates are highly essential for project managers.

• Business Case: A detailed justification for initiating a project, outlining its objectives, expected benefits, and feasibility.
• Acceptance Criteria: Criteria that must be met for deliverables to be accepted by stakeholders.
• Project Charter: Formal authorization of the project, including objectives, scope, stakeholders, and constraints.
• Project Deliverable: Tangible outputs or outcomes of the project, clearly defined and agreed upon by stakeholders.

Stage 2: Project Planning

At this second stage of project planning, the following documents, tools, and templates are highly essential for project managers.

• Gantt Chart Excel: A visual representation of project tasks and their timelines, facilitating planning and scheduling.
• Excel Project Manager: A template for organizing project tasks, resources, and timelines using Excel.
• Tracking Spreadsheet: A spreadsheet for monitoring project progress, expenses, and resource allocation.
• Action Plan Template: A structured document outlining specific actions to achieve project objectives within a defined timeframe.

Stage 3: Project Tracking

At this third stage of project tracking, the following documents, tools, and templates are highly essential for project managers.

• Execution Excel Template: A template for tracking project execution, including tasks, milestones, and resource allocation.
• SAP Implementation: Specific documentation and templates for managing SAP implementation projects.
• RAID Log Excel: A log for recording risks, assumptions, issues, and dependencies throughout the project lifecycle.
• Execution Tracking: Monitoring and controlling project execution to ensure alignment with project objectives and requirements.
• Procurement & Costing: Documentation related to procurement processes, cost estimation, and budget management.