Document Management Plan Template

Document Sample
Document Management Plan Template Powered By Docstoc
					            <Project Name>


                  Document Management
                  Plan

This Document Management Plan Template is used by companies to manage
repositories of documents and historical information for specific projects and to ensure a
consistent style and approach to creation, update and format of documents. The
document helps a company define roles and responsibilities related to document
                                                                           

management, set forth the standard for document preparation and review, and establish
the approach to document storage, backup and retention. It lays out many of the issues
that a company will have to consider when developing its own document management
plan. This document should be used by companies when creating a document
management plan.
                  < Date of Document >




                                                   2010
Project                                                              Document Management Plan


Revision History


        REVISION          DATE OF RELEASE                            PURPOSE
Initial Draft                               Initial Release




Approvals


                   NAME                                       ROLE                  DATE




< Instructions for using this template are included in the Document
Management Tailoring Guide (SIDdocs 3386) available from the Best Practices
web site (http://www.bestpractices.cahwnet.gov).
As a minimum, refer to the tailoring guide for all the areas below marked in
blue font. Replace these references with project-specific text unique to your
particular project needs.
(Note that some hyperlinks are also depicted in blue font with underlining. The
hyperlinks generally should remain.) >




IManage# < DB Name >
Project                                                                                                 Document Management Plan




                                                         Table of Contents

1. INTRODUCTION.............................................................................................................................. 1
   1.1   PURPOSE ................................................................................................................................ 1
   1.2   SCOPE .................................................................................................................................... 1
   1.3   REFERENCES .......................................................................................................................... 1
    1.3.1 Best Practices Website ..................................................................................................... 1
       1.3.2       Project iManage Repository .............................................................................................. 1
     1.4       ACRONYMS ............................................................................................................................. 2
2. PARTICIPANTS ROLES AND RESPONSIBILITIES ...................................................................... 3
   2.1  PROJECT STAFF ...................................................................................................................... 3
   2.2  PROJECT LIBRARIAN ................................................................................................................ 3
   2.3  IMANAGE ADMINISTRATOR ....................................................................................................... 3
3. TYPES OF PROJECT DOCUMENTS ............................................................................................. 4
4. DOCUMENT STORAGE.................................................................................................................. 5
   4.1   HARDCOPY LIBRARY ................................................................................................................ 5
    4.1.1 Hardcopy Library Structure ............................................................................................... 5
     4.2   IMANAGE ELECTRONIC LIBRARY ............................................................................................... 6
      4.2.1 Electronic Library Structure .............................................................................................. 6
       4.2.2       iManage Profiles ............................................................................................................... 6
       4.2.3       Document Naming Conventions ....................................................................................... 7
     4.3       NETWORK DRIVES ..............................................................................................
				
DOCUMENT INFO
Shared By:
Stats:
views:12095
posted:1/28/2008
language:English
pages:21
Description: This Document Management Plan Template is used by companies to manage repositories of documents and historical information for specific projects and to ensure a consistent style and approach to creation, update and format of documents. The document helps a company define roles and responsibilities related to document management, set forth the standard for document preparation and review, and establish the approach to document storage, backup and retention. It lays out many of the issues that a company will have to consider when developing its own document management plan. This document should be used by companies when creating a document management plan.