TABLE 2.2. Additional documents a project manager may need to produce

Document Description
Team charter An internal document (one that is not shared with others outside of the team) that describes the “big picture” goals and priorities of the project. Teams rely on the team charter to help resolve conceptual conflicts that occur as the project progresses. The team charter is particularly helpful for teams that have not worked together before or for large-scale projects. Chapter 3, “Getting Started with the Team Charter,” describes this document in more detail.
Project plan A formal document describing the scope of the work for an external audience, which may include instructors, supervisors, or clients. The project plan is used to assure outside stakeholders that the team is headed down the right path. Instructors generally review project plans to make sure that teams have picked projects that meet the assignment guidelines and can be accomplished within the allotted time frame.
  Most project plans contain the following information: (1) what problem the project is addressing; (2) what work is to be done; (3) what major deliverables will be produced; (4) who will be involved and what their responsibilities will be; (5) what major deadlines or milestones will be met.
  Most workplaces have their own unofficial guidelines for project plans. If you are required to complete a project plan, ask your instructor or supervisor for a model you can follow.
Progress report Usually an informal document that gives an instructor, supervisor, or client information on the team’s progress on a project over a set period of time. This document is used primarily for projects that take at least three months to complete.
  Progress reports contain the following information: (1) how much of the work is complete; (2) what the team is currently working on; (3) what work remains to be done; (4) what problems have arisen; (5) how the project is going in general (whether the project is on schedule).
  There are innumerable variations in the format of a progress report. If you are required to file a progress report, ask your instructor or supervisor for a model you can follow.