project documentation management training
Project Documentation Management Training equips professionals with the skills and knowledge to effectively organize, create, store, maintain, and share project-related documents throughout a project’s lifecycle. This training ensures that critical information is accessible, accurate, and up-to-date, improving project transparency, communication, accountability, and compliance.
What is Project Documentation Management?
Project Documentation Management is the process of handling all documents related to a project—such as plans, reports, contracts, meeting notes, risk logs, and deliverables—in a structured and efficient way. Good documentation ensures that teams can track progress, reference historical data, meet regulatory requirements, and avoid miscommunication or duplication of efforts.
Why is Project Documentation Management Training Important?
This type of training is essential because it teaches project managers, coordinators, and team members how to:
Use document management systems (DMS)
Apply version control and naming conventions
Maintain confidentiality and access control
Ensure audit readiness and regulatory compliance
Create templates for consistency and efficiency
Proper training helps reduce project risks, saves time, and promotes knowledge retention within teams and organizations.
Who Should Attend Project Documentation Management Training?
This training is ideal for:
Project Managers and Coordinators
Administrative Professionals
Team Leads
Document Controllers
Quality Assurance Personnel
Anyone responsible for managing project files and communication
Attendees will gain practical skills and tools to manage documentation across various industries and project types.
Overview
Learners accessing this standard will be working as a leader in the context of a small project / sub-project involving few resources and having a limited impact on stakeholders and the environment or working as a contributing team member on a medium to large project when not a leader.
Description
Learners accessing this standard will be working as a leader in the context of a small project / sub-project involving few resources and having a limited impact on stakeholders and the environment or working as a contributing team member on a medium to large project when not a leader. These projects may be technical projects, business projects or developmental projects and will cut across a range of economic sectors. This standard will also add value to learners who are running their own businesses and recognise that project management forms an integral component of any business. The qualifying learner is capable of using a paper-based and/or electronic filing system for a project. Using standardised processes for identifying, securing and finding documents. Providing project templates to team members. Preparing project documents for handover at the end of the project. Describing and explaining project documentation management processes.
- A filing system exclusively for the project is developed and utilised according to project needs.
- Project files are clearly named and structured to enable easy filing or retrieval.
- An inventory of the project documentation is prepared and maintained in accordance with agreed filling system.
- An audit trail for project documentation is maintained according to agreed filing system.
- All files and documentation are maintained to ensure they are current, up-to-date, neat and clean.
- All documents are named and filed to the agreed standards
- Filing system is structured and indexed reflecting project, sub-project, phase and stage levels, management, quality and specialist (technical) products.
- Multiple versions of documents are correctly filed and annotated in accordance with the agreed filing system
- Back-up and archive processes are identified and utilised in accordance with the agreed filing system.
- Sensitive and /or confidential documents are kept in safe custody
- Templates are prepared in accordance with requirements and accepted standards
- Templates and their components are identified and explained in terms of how they should be used
- Procedures for the usage of templates are explained and communicated to team members
- Handover project documents are prepared in the correct format and within the agreed time frame
- Handover project documents are complete, concise, and in the required location and are handed over to appropriate individuals
- The documentation system requirements are explained in relation to the quality, access, and traceability
- Document control requirements for a project are explained with reasons for the control
- Storage and retrieval functions and processes are explained with examples of each
- The benefits of documentation management for a project are explained with examples
- Non-accredited: Short course only
- Duration: 1h 30m
- Delivery: Classroom/Online/Blended
- Access Period: 12 Months
