Posts Tagged Filing

An Exciting Article On Project Filing


In giving this article the title I have given it I might be accused of miss-selling… however, and quite unexpectedly, I find myself, if not exactly excited by, then at least seriously interested in, the topic of project filing.

A significant element of any project manager’s work is to collate, create, review and update documents which relate to the project or projects in hand. For this reason it is important that project documents are filed in an intuitive and sensible way, reflecting both the project management methodology being used and the life cycle to which the project adheres.

Currently I prefer to work with the Project Management Institute’s ‘Project Management Body Of Knowledge’(PMBOK) methodology, with its nine knowledge areas: Scope, Integration, Time, Cost, Quality, Human Resources, Communications, Risk and Procurement. These need to interface with the typical life cycle of the projects with which I am currently involved: initiation; planning; analysis and design; system configuration; data migration; testing, documentation and the transition to operational live running. Then of course there are the pragmatic considerations of information storage and retrieval: What do you need immediate access to as soon as you open a project file? What folders will you need to access most often? Are there other areas of documentation or data which are not covered by the matrix of knowledge areas vs. life cycle? How can you ensure your file structure is intuitive and easy to adopt?

With all this in mind I have devised a project file and folder structure for use with both hardcopy and electronic filing which I have tested against the storage requirements of real project data.

This structure seems to me to work… but is it the best?

Take a look:

The Project File

Folder 1: Stakeholders and Contacts

This folder will include simple contact lists as well as stakeholder analysis and stakeholder management planning

Folder 2: Governance – Charter and Scope

This folder will include the contract, initial scoping documents or terms of reference, the project initiation document or charter, and any further detailed scoping. In other words, all the documents by which the project is initially defined

Folder 3: Project Planning

Once you have established the scope of your project – the objectives, requirements, outline timescales and budget – serious planning can commence, and this folder should contain not only the usual MSP Gantt charts but also meta-planning documents such as your plans for project management,  for quality assurance, for human resource management, for communications and so on

Folder 4: Status – Activities Issues and Risks

To include status reports and updates, issue logs, risk logs and schedule variance

Folder 5: Status – Costs

This folder will include budget or project costs and utilisation reports, and earned value or other assessments of value achieved versus expected. The utilisation of third party deliverables should also be reflected here. This area is given a folder in its own right to reflect the importance of cost within most organisations

Folder 6: Change Control

To hold change requests, both pending and authorised. These, in conjunction with the data held in the Governance folder, define the project

Folder 7: Project Coordination

This folder holds the ‘project office’ type of documentation not already covered by the other folders: the agendas, papers and minutes for formal meetings(such as Board and Project Team meetings). Also documentation related to supplier management or the administration of supplier deliverables such as training and consultancy

Folder 8: Project Data

This folder holds the data associated with the life cycle of your particular type of project, e.g.

8.1   Analysis and Design

8.2   Infrastructure and system administration

8.3   System configuration and build

8.4   Data migration

8.5   Testing and quality control

8.6  Procedures, manuals and guides

Folder 9: Phase and Project Closure

To hold documentation relating to the closure of phases or the project as a whole, including the documentation of lessons to be learned

Folder 10: Miscellaneous

…because there will always be some documents which are impossible to categorise or which do not deserve a category of their own.

This is how I have begun to structure my project files. How have you structured yours?

Luke Andreski PMI PMP

I am a project manager with many years’ experience in HR and Payroll system implementations. I am in the process of completing my most recent contract for the housing and care organisation Midland Heart. After a one or two month break I will be seeking a new contract from August/September 2013 onward.


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