1. Project Management:
Setting Expectations and Keeping
Clients Happy
Kathleen Baine
Oak Tree Writing Services

2. Project Management
How to use project management to set
expectations
How to manage your technical writing
project
Examples of project plans will be
presented.
Tools for project management will be
presented.

3. Setting Expectations
For the client (your manager, your
client)
Who does what, when, in what time
frame, and how
Expected results

4. How to Manage Your Project
Interview the stakeholders
Write a detailed documentation project plan
Get sign-off by stakeholders and contributors
Begin the project
Revisit the documentation project plan
Update the documentation project plan and
get another sign-off.
At project end, document the results as
compared to the plan

5. The Documentation
Project Plan
Title and creation and update dates
Author
Table of contents
Type of publication(s)
Objectives of the publication
Description of the publication

6. The Documentation
Project Plan
Users of the publication
Frequency of the publication
Number of copies
Production details
Related projects affecting this project
Other factors affecting this project

7. The Documentation
Project Plan
Distribution method
Storage of the documentation
Contacts: reviewers, stakeholders, SMEs
Publishing software to use
File names to use
Format and style of the document

8. The Documentation
Project Plan
The Table of Contents
The Development Schedule
Training and Communications
Schedules

9. If you want these slides…
Send email to K1310B@aol.com
Kathleen Baine 770-265-0751