A Project Manager's Book of Templates

3Project Documents

There are a wide range of project documents. Many of them are used to support project planning, such as the scope statement, cost estimating worksheet, and stakeholder analysis. Other project documents are used as needed during the project, for example, a change request, procurement strategy, and source selection criteria.

Templates in this section are helpful for projects that use predictive approaches (e.g., waterfall methodology), as well as adaptive methods such as iterative and incremental development. There are 16 templates for project documents:

• Change request
• Requirements documentation
• Requirements traceability matrix
• Scope statement
• Work breakdown structure (WBS) dictionary
• Effort‐duration estimates
• Effort‐duration worksheets
• Cost estimates
• Cost estimating worksheet
• Responsibility assignment matrix
• Team charter
• Probability and impact assessment
• Risk data sheet
• Procurement strategy
• Source selection criteria
• Stakeholder analysis

Some of the templates in this section can be combined with other templates in this book. For example, in some projects it makes sense to combine the scope statement with the project charter, or the responsibility assignment matrix with the resource management plan. Other documents may not be used at all. Smaller projects won't need a WBS dictionary, and projects without procurements won't need a procurement strategy or source selection criteria.

Some project documents are unlikely to change, such as the responsibility assignment ...