SafetyCulture Staff

Project Process Documentation Template

The project process documentation template is ideal for professionals in project-based businesses. Processes within the 5 process groups in project management (initiating, planning, execution, monitoring, and closing) can be accurately documented using this template. It enables you to identify, record, and describe the following: a) Process Owner; b) Process Boundaries; c) Process Inputs and Outputs; d) Process Activities and Tasks; and e) Process Steps.

Use this Template

Print as PDF

Use this Template

Title Page

Project Title
Location
Document Title
Document Number
Prepared by
Prepared on

Initiating Process Group

Analysis of Business Needs and Requirements

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Review of Current Operations

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Project Proposal

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Product Breakdown Structure

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Work Breakdown Structure

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Financial Analysis of Costs and Benefits

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Stakeholder Analysis

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Planning Process Group

Project Methodology

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Time, Cost, and Resources

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Quality Assurance

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Risk Management

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Permits and Approval

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Execution Process Group

Allocation and Management of Human Resources

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Allocation and Management of Material Resources

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Allocation and Management of Financial Resources

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Monitoring Process Group

Ongoing Project Activities

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Project Variables

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Corrective Actions

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Change Control

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Closing Process Group

Contract Closure

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Project Close

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Post Implementation Review

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Files Archival

Process owner:
Process boundaries:
Process inputs:
Process outputs:
Process activities:
Process tasks:
Process step description:

Process Exceptions

Description:
Causes:
Repercussions:
How to manage:

Process Documentation Approvals

Process Documentation (Initiating Process Group) approved by:
Process Documentation (Planning Process Group) approved by:
Process Documentation (Execution Process Group) approved by:
Process Documentation (Monitoring Process Group) approved by:
Process Documentation (Closing Process Group) approved by:
Process Documentation (Process Exceptions) approved by:
Entire document approved by:

SafetyCulture Staff

Project Process Documentation Template

The project process documentation template is ideal for professionals in project-based businesses. Processes within the 5 process groups in project management (initiating, planning, execution, monitoring, and closing) can be accurately documented using this template. It enables you to identify, record, and describe the following: a) Process Owner; b) Process Boundaries; c) Process Inputs and Outputs; d) Process Activities and Tasks; and e) Process Steps.

Use this Template

Print as PDF

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.

Related checklists

SafetyCulture Staff

Process Documentation Template

SafetyCulture Staff

Business Process Documentation Template

SafetyCulture Staff

Quality Control Plan for Construction...

SafetyCulture Staff

Procurement Management Plan Template

SafetyCulture Staff

General Appraisal Form

EI Business Questionnaire Template

Education Institute

EI Business Questionnaire Template

TRC Quality - TRD QMP

Michael Redfearn

JFN BIDS PROCESS AUDITS