TA B L E 1.
1 Project management documents
Document name Document description Phase
Business case Justification for the project. Discovery
Preliminary scope Project objectives are defined; business problem Initiating
statement the project will address is stated.
Project charter Authorizes the project to begin. Initiating
Responsibility assign- Defines stakeholder responsibilities. Incorporates Initiating
ment matrix (RAM) the use of a RACI* chart.
Communication plan Documents the types of information needs the Planning
stakeholders have, when the information should be
distributed, and how the information will be
delivered.
Project schedule Determines the start and finish dates for project Planning
activities and assigns resources to the activities.
Scope statement Documents the product description, key deliverables, Planning
success and acceptance criteria, key performance
indicators, exclusions, assumptions, and constraints.
Project management Consists of all the project planning documents such Planning
plan as charter, scope statement, schedule, and more.
Issue log A list of issues, containing list numbers, descrip- Executing
tions, and owners.
Change log Describes change requests and their disposition for Executing
the project.
Risk register A list of risks and their descriptions. Executing
Status report A report to stakeholders on the status of the project Executing
deliverables, schedule, risks, issues, and more.
Dashboard information An electronic reporting tool that lets users choose Executing
elements of the project to monitor project health
and status.
Meeting agenda/ Meeting agendas describe the items to be discussed Executing
meeting minutes and addressed at upcoming meetings, and minutes
recap what was discussed and the decisions made
at the meeting.
Project closeout report Reports on the final closeout of all phases of Closing
the project.
* RACI is a way to define responsibilities on the project and stands for responsible, accountable, consult,
and inform.