How to Create a Project Management Training Manual

Companies that employ project managers should have a standard training manual for project managers.

Project management is a specific job function responsible for managing the time line, budget and success of a project. Project managers can work in construction, IT, telecommunications, marketing, general business or other fields. New or inexperienced project managers require training on standard processes, company regulations and completion of forms. Even certified project managers or those with extensive experience require training as to specific company processes. Companies that employ project managers should have a standard training manual for project managers.

Instructions

1. Evaluate the project management process as it occurs at your company. Write down the steps that must be taken by the project manager to ensure a successful project. Note areas in which project managers can easily make a mistake or in which something outside the project manager's control can easily go wrong. Note all points at which governmental approval or inspection may occur as well as points at which the project manager must observe specific laws, regulations or ordinances.

2. Create a process document that includes the process as determined above. Reference standard forms where they are required. Set policies for anticipating and coping with unexpected issues, obtaining permits and any and all other regularly occurring sub-processes.

3. Create and include all required standard forms. Standard project management forms may include a Project Summary Sheet, Change Form, Change Log, Estimate Form, Budget Form, Profit Analysis, Permit Tracking Form and Lessons Learned Document. Ideally, you should create all forms in an electronic format so they can be filled out on the computer and then printed. This eliminates issue arising from poor handwriting. However, sample printed forms should also be included in the appendix of the training manual.

4. Survey the successful project managers in your organization. Ask for tips in handling the existing process. Also ask about practices they may follow in addition to the stated requirements. Use this information to create a "Best Practices" document. Include items such as "Be sure to double-check all fees and requirements before going to the permitting office so that you don't need to go twice" or "Keep all master project files in the same place so that others can find them in your absence."

Tips & Warnings

• Define all abbreviations, acronyms and industry terms.

• Unless you are writing for highly technical employees, always write company manuals at a ninth-grade reading level.

• Keep it legal. Never require an employee to violate any law or ordinance.

References

• Business Balls: Project Management Templates
• Business Balls: Project Management Tips