4.7. Project Toolkit
A project toolkit is a collection of tools (templates, documents, style guides, etc.) that a project team uses to manage their projects. The form the toolkit takes depends on the team using it. Perhaps it’s a physical binder with all of the documents printed out. There may be one folder in your electronic records that is easily shareable with all members of the team. It may also be called a Document Toolkit.
One of the best reasons for having a Project Toolkit is so that when someone new joins the team, they can have access to all of the materials that have been created or outlined up to the point that they joined in one place.
The article: Project Management Toolkit by Doitify is an excellent summary of what a Project Management Toolkit could be used for.
Some items that can be included in your Project Toolkit would be:
- Project Charter Template
- Task Checklist Template
- Timeline Template
- GANTT chart Template
- Communication Tools Links
- Collaboration Tools Links
- Glossary (this is especially helpful if your organization uses a lot of acronyms or abbreviations)
- Contact List/Hierarchy Chart for your organization
- Communications Templates (Letterhead, Memo, Agenda, Minutes)
You’ll notice that many of the items listed above are templates – that’s so that they can be customized for any project that you find yourself working on. You can create a tab at the back of your Toolkit to keep project-specific documents in one place.
When working with OneNote, or other project-based software, you could have all of your templates under one tab, with each project’s files under a separate tab.
