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Documents Created During Project Planning Phase

Which TWO documents are typically created during the project planning phase?

Quick Answer

The answer is the project schedule and the risk register. These two documents are typically created during the project planning phase because planning is where the project’s execution roadmap is formally defined. The project schedule sequences tasks, assigns durations, and sets milestones, while the risk register identifies, assesses, and documents potential risks with their probability, impact, and response strategies. On the CompTIA Project+ PK0-005 exam, this distinction tests your understanding of the planning process group versus initiation or execution; a common trap is confusing the project charter (an initiation document) with the risk register. To remember, think of planning as the phase where you build the “how” and the “what if”—the schedule maps the work, and the risk register prepares for surprises. A simple memory tip: “Plan the work, then plan the what-ifs.”

⚠ Common exam trap

Many exam-takers confuse the project charter (initiating) with planning documents, or mistaking lessons learned (closing) and issue log (executing/monitoring) as planning outputs, when only the risk register and project schedule are formally created during the planning phase.

Answer choices

Why each option matters

Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.

Correct answer & explanation

Risk register

The risk register is created during the project planning phase to identify, assess, and document potential risks that could impact the project. It includes risk descriptions, probability, impact, and response strategies, forming a key input for risk management throughout the project lifecycle.

Answer analysis

Option-by-option breakdown

For each option: why learners choose it and why it is or isn't the right answer here.

  • Risk register

    Why this is correct

    Risk register is created during planning.

  • Lessons learned

    Why it's wrong here

    Lessons learned are documented during closing.

  • Project charter

    Why it's wrong here

    Project charter is created during initiation, not planning.

  • Project schedule

    Why this is correct

    Project schedule is developed during planning.

  • Issue log

    Why it's wrong here

    Issue log is used during execution, not planning.

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Same concept, more angles

1 more way this is tested on PK0-005

These questions test the same concept from different angles. Work through them to make sure you can recognise it however the exam phrases it.

Variation 1. Which TWO documents are typically created during the planning process group?

medium
  • A.Change request
  • B.Issue log
  • C.Work breakdown structure
  • D.Risk register
  • E.Project charter

Why C: The Work Breakdown Structure (WBS) is a key planning document that decomposes the project scope into manageable work packages. It is created during the planning process group to define and organize the total work required, serving as a foundation for cost estimation, scheduling, and resource allocation.

Last reviewed: Jun 11, 2026

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