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Click for sample and contentsFUMSI Report: Project Handbook and Tool Kit

June 2007

The success or failure of a project can have everything to do with the quality of the documentation - the project handbook - and how well it meets the needs of the people who are responsible for implementation. Clear, comprehensive and user-focused project handbooks serve as ready-reference, FAQs, and even motivational tools while helping users feel connected not just to the project but to the successful outcomes.

As any user of project documentation knows, however, many handbooks are a source of frustration, not aid. FreePint's latest FUMSI report, 'Project Handbook Report and Tool Kit', is designed to enable project leaders to create handbooks that provide the right information in the right format to improve users' experience of the project - and thus contribute to its success.

Author Stephanie Taylor has over 10 years' experience in the information sector, often working on assignments that require the translation of technical and process aspects of a project to user-focused documentation. Through her company, Critical Eye Communications, Stephanie provides, among other services, bespoke training on how to write project handbooks.

As she defines it in her report, a 'project' is any structured and managed introduction of change that affects the work of an organisation's staff and/or customers. Projects often involve the introduction or modification of technology, but projects can also cover new working practices or procedures or the introduction of entirely new service sets.

The included tool kit of 7 hands-on worksheets and activities helps users apply the concepts presented in the report to their specific projects, audiences and needs. Together, the report and tool kit offer a flexible framework that can easily scale up or down to just about any kind of project requiring documentation. The report covers the following:

  • Research and scoping
  • Starting the step-by-step guide
  • Completing the step-by-step guide
  • Writing the handbook
  • Upkeep and updates

The following activities are included in the Project Handbook and Tool Kit:

  1. From workflow to users
  2. Scoping the handbook requirements
  3. Creating the workflow document
  4. Creating the first-draft step-by-step guide
  5. Review of step-by-step guide
  6. Completing the first draft
  7. Managing updates

View a sample from this report, including table of contents, introduction and one tool kit activity.

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  • Title: FUMSI Report: Project Handbook and Tool Kit
  • ISBN: 978-1-904769-18-7
  • Publication Date: June 2007
  • Views: 885
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