As you perform archival work—either operational or project-based—it’s essential to evaluate your workflows and procedures as a continuous part of your duties. Conducting check-ins provides opportunities for assessment and reevaluation.
Controlling Archival Projects to Keep Them on Course
Monitoring Archival Project Progress
Managing Changes Throughout an Archival Project
Changes in an archival project occur frequently and can affect its objectives. For some archival projects, changes are predictable—which allows you to formulate the next actions. If an unanticipated change is significant, seek the advice of the sponsor before taking any action that might alter the project’s direction.
A Primer on Archival Project Contracts
Archival project managers may need to sign contracts with vendors for some project phases or tasks. Reviewing and negotiating contracts is often new territory for archivists, especially for projects which require undertaking new endeavors, developing new skills, and creating unique deliverables.
The type of contract you’re working with will define your budget management behavior. Contracts comprise a statement of work, terms and conditions, deliverables, deadlines, and costs. The three main contract types are: time and materials contracts, cost plus contracts, and fixed price contracts.
Tips for Calculating Archival Project Costs
Archival projects have a range of costs to contemplate; for example, those that are direct and those that are indirect, those that are labor-related, and those paid to vendors or subcontractors for parts or services. Please read on for definitions and tactics to manage all these types of archival project expenditures.
Determining Your Archival Project Budget
Best Practices for Crafting an Archival Project Charter
The authority to begin an archival project is granted in a variety of ways, depending on the type of project. Approval may be in the form of an internal document signed by the sponsor, or an elaborate contract with an external client. Some organizations call this formal authority to advance a “project charter”, but it can also be known as a proposal, project datasheet, project specification, or a project definition document.









