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Project Management Pack is a collection of materials used to conduct an extensive interview, design a project storyboard, and then develop, deploy, and market a project. The Project Management Pack is the first step in interviewing a client (or gathering information for internal projects) to assist in writing a business proposal or project design.

We include the Records Management Toolkit in the Project Management Pack. Records management projects are becoming increasingly important for many small and medium-sized businesses that manage an ever-increasing volume of digital data. The Records Management Toolkit includes project management, legal contract, tracking, and proposal content. Read this article on How to Use the Records Management Toolkit for more details.

You build the foundation for a successful estimate, proposal, and project by first gathering all the information needed. You use the Interview Worksheet for a comprehensive interview. Edit the questionnaire as necessary to suit your particular business needs. You can also create different interviews for each style of project you make, such as an HTML website, interactive website, or multimedia. Project Management Pack is low-cost and immediately downloadable. It supports many platforms such as Windows, Mac, Linux, Word & Office, Microsoft 365, OpenOffice, StarOffice, Word Perfect, Google Docs, iWork, Pages, and Appleworks.

Using the Proposal Pack and Contract Pack materials, you gather information during your interview. If you purchased Proposal Kit Professional, you will already have some or all of this material.

No software is required to use Project Management Pack other than your word processor, web browser, and, optionally, your web development software. You only need Visio and ConceptDraw software for use with the editable bonus diagrams.