your Steering Group or a workstream of work. This is likely to be either the remit of a single group i.e. Summarize what this Terms of Reference covers. Start the ToR document for your project with some brief introductory text about what the project is all about. I use the ‘Insert field’ option in Word to enter the file name, but if it comes out looking too long or weird I’ll abbreviate it to a name we’ll all understand. You can also add the version number there too if it makes sense to do so (and if the version number isn’t already in the file name). While we’re doing those kind of updates, be sure to also add the project name and the document file name into the footer. Put the version number so the versioning is clear. ![]() Put in the project’s name, title or ID code. General infoĪs with so many project documents, start with some general stuff. ![]() What goes into a Terms of Reference document? I’m glad you asked. Register for Resource Library access to download this template. You could use this terms of reference (Word docx) to define almost anything: the remit of your school parent teacher association, the terms for a client project.Īnything where you need to quickly summarize the high level deliverables, objectives, people, cost and time commitments without going into pages of detail that might not be relevant to them. I like it because it helps them and me see what their particular role is and the responsibilities that fall within their remit. It’s almost a cut-down version of the Project Initiation Document or Project Charter, as it relates to a particular set of individuals and tasks. This is helpful when there’s a technical stream of work being led by someone, and then other strands being picked up by other people. Second, to define what a particular workstream on a project is supposed to do. This helps them keep a focus on the job at hand, not get too much into the detail and helps them and others take the project seriously. I use it mainly for two things:įirst, putting down in writing what my Steering Group are actually supposed to do to set the ‘ground rules’ for that group and their meetings. This month’s free project management template is a Terms of Reference document.
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