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.
2010
Project Document Management Plan
Revision History
REVISION DATE OF RELEASE PURPOSE
Initial Draft Initial Release
Approvals
NAME ROLE DATE
IManage#
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 ................................................................................................................... 7
5. DOCUMENTATION STANDARDS ................................................................................................. 8
5.1 TEMPLATES AND STANDARD FORMAT .............................................................