Designing an Effective Project Repository
Filing project documentation in a shared folder named “Repository” doesn’t cut it. An effective project repository is designed to maximize value. It can increase foresight and provide valuable information in project deliverables such as the risk plan. Here are the characteristics of a well-designed project repository.
- Provides information to solve recurring issues. Designers base how they organize and present information in their project repository on specific challenges the organization faces during project delivery and they ensure that the repository holds project data that helps to improve outcomes in future projects. For example:
- If estimation is difficult, create common names for frequently used tasks so you can track time and risks for those tasks over many projects and improve performance over time.
- If risk planning is incomplete, compile risks from reported issues and create an initial risk list with response strategies.
- If contractors are often used, collect detailed performance and cost information by company and by individual consultant.
- Includes a powerful search function, indexed with commonly used terms. This makes it easier to find data without reviewing extensive lists. Common terms include terms regularly used in the organization’s project management methodology as well as typical industry terms. For example, “project charter” will be used universally for the document to launch a project. “Pour the foundation” might be a common activity description in construction, while “unit testing” might be used for information technology projects.
- Organized with clearly defined and consistently applied folder hierarchies (i.e., by project phase, document type, activity, or discipline). While a search function allows for specific data reviews, folder hierarchies enable project managers to review multiple project examples. For example, say a project has a task to prep a roadbed before paving. Various approaches for laying the roadbed, the time taken, and the risks that surfaced could be viewed by looking at histories from several projects. Phases allow project managers to review best practices and standards for closing a project, for example. Cataloguing data by discipline allows for the review of multiple procurement plans to determine the best fit for an upcoming project.
- Managed by an administrator to maintain status, naming standards, and version control with a focus on continuous improvement. A repository must be clean and easy-to-use or project managers won’t use it. When a repository is used regularly, new ideas for data to extract are generated routinely. Administrators can deploy these ideas to add indexing, massage existing data, or collect additional data to satisfy data requests and improve project delivery.
How do you set up your project repository? Share your tips and tricks with us in the comments.
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