An Excel Template for Planning Documentation Projects
Planning for and estimating the resources needed to complete a documentation project can be a daunting task at times for documentation managers and specialists as well as independent consultants. What if a tool was available that could:
- Help you prepare more accurate project estimates.
- Provide a clear and specific explanation when things take longer than they “should have.”
- Give you a way to justify new resources, budget for contractors, or to just say “no.”
- Assist in making strategic decisions.
Now, what if that tool was a template for MS Excel? Would you try it out and take it for a test run?
Margie Yundt and Sherry McMenemy have created a template that can help you better plan documentation projects. They explain the process and the thinking beyond the tool they’ve created in their article, It’s in the Numbers: Using Metrics to Plan Documentation Projects. There’s also a link in the article for you to download the Excel template.
We encourage you to read the article and take the template for a spin. Then leave a comment here with your thoughts on this template or additional tools you’ve found useful for estimating documentation projects.