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Records Management in Projects!

Trudy Robinson - Thursday, April 21, 2011
I often have to browbeat a project team into recording project documentation the way I advocate.  It's not that I think I know it all, it's just that I haven't seen anyone have a better system, so use my way or show me a better way.

Records management in projects is a big deal.  A big part of Governance is about having a methodology, adhering to that methodology and continually reviewing and updating it. (Plan Do Check Review).

In projects, recording incoming and outgoing communications, deliverables (products), risk/issue management etc etc - it's critical.  Without the evidence, it all turns to custard on a regular basis.  Just today I had to go back to a weekly status report, a project register and meeting minutes to validate an arguement.  If this was all saved under individual people's personal directories it would be a nightmare and we, with many others, would be waiting for someone to come back from holidays to find where they'd saved something and what they'd named it.  I'll do another blog on the way I record project documentation.  You don't have to follow my way - you can use the Project Management records by knitting pattern if it works for you - the problem is that if you don't have a standard method for managing project documentation - expect a problem.  It may be now or in two years time - if you can't follow the documentation trail it will cause you pain - I promise. 

We all get enough pain without asking for more - true?

I wish you a pain free work week.

toodles Trudy
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