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9780471693093

The Practical Guide to Project Management Documentation

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  • ISBN13:

    9780471693093

  • ISBN10:

    047169309X

  • Edition: CD
  • Format: Hardcover
  • Copyright: 2004-11-29
  • Publisher: Wiley

Note: Supplemental materials are not guaranteed with Rental or Used book purchases.

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Supplemental Materials

What is included with this book?

Summary

Project Management The one-stop resource for project management documentation and templates for all projects The success of any project is crucially dependent on the documents produced for it. The Practical Guide to Project Management Documentation provides a complete and reliable source of explanations and examples for every possible project-related document-from the proposal, business case, and project plan, to the status report and final post-project review. The Practical Guide to Project Management Documentation is packed with material that slashes the time and effort expended on producing new documents from scratch. Following the processes in the Project Management Institute's Project Management Body of Knowledge (PMBOK(r)), this one-stop, full-service book also offers tips and techniques for working with documents in each project process. Documentation for several project/client scenarios is addressed, including internal and externally contracted projects. A single project-the construction of a water theme park-is used as the case study for all the document examples. An included CD-ROM provides all the documents from the book as Microsoft Word(r) files. Readers can use these as a framework to develop their own project documents. The Practical Guide to Project Management Documentation is an unmatched reference for the numerous documents essential to project managers in all industries.

Author Biography

JOHN RAKOS, PMP, is President of John J. Rakos and Associates Consultants Ltd., a small company in Ottawa, Ontario, dedicated to providing project management training and consulting. He has been in the project management industry for more than thirty years, during which time he has worked as a project manager for companies such as Nortel and Digital Equipment Corporation, and for the federal governments of the United States and Canada. He teaches both undergraduate and MBA-level project management courses at the University of Ottawa. He authored this book with five students from his MBA classes.

Table of Contents

Preface ix
Introduction xiii
The Importance of Documents
xiii
Standards
xiii
The Documentation Plan
xiii
The Case Study Project
xiv
The Order and Necessity of the Documents
xiv
Items Not Included in the Examples
xviii
Part I Initiation Phase Documents 1(94)
Chapter 1 Project Concept
3(4)
Project Concept: Discussion
3(2)
Project Concept Outline
4(1)
Project Concept: Example
5(2)
Chapter 2 Business Case
7(20)
Business Case: Discussion
7(5)
Business Case Outline
8(4)
Business Case: Example
12(12)
Appendix A: Water Park Cash-Flow Analysis
24(3)
Chapter 3 Project Charter
27(32)
Project Charter: Discussion
27(6)
Project Charter Outline
28(5)
Project Charter: Example
33(20)
Part 1: Project Governance
35(6)
Part 2: Project Management
41(12)
Appendix A: Summary WBS and Schedule
53(1)
Appendix B: Financial Estimates
54(1)
Appendix C: Risk Assessment
55(2)
Appendix D: Conceptual Design
57(2)
Chapter 4 Proposal
59(36)
Request for Proposal: Discussion
59(4)
Request for Proposal Outline
59(3)
Proposal Evaluation Plan
62(1)
Request for Proposal: Example
63(1)
Appendix A: Offer of Services
64(1)
Appendix B: Terms of Reference
65(4)
Appendix C: Evaluation Criteria
69(1)
Proposal: Discussion
70(4)
Proposal Outline
70(4)
Proposal Example
74(16)
Envelope 1: Technical Information
76(12)
Envelope 2: Financial Information
88(2)
Proposal Evaluation: Discussion
90(2)
Proposal Evaluation: Example
92(3)
Part II Planning Phase Documents 95(120)
Chapter 5 Project Plan
97(32)
Project Plan: Discussion
97(5)
Project Plan Outline
97(5)
Project Plan: Example
102(18)
Appendix A: Work Breakdown Structure
120(3)
Appendix B: Financial Information
123(2)
Appendix C: Risk Assessment
125(3)
Appendix D: Conceptual Design
128(1)
Chapter 6 Communications Plan
129(20)
Communications Plan: Discussion
129(9)
Communications Plan Outline
131(7)
Communications Plan: Example
138(6)
Appendix A: Stakeholder Communications Chart
144(5)
Chapter 7 Risk Management Plan
149(24)
Risk Management Plan: Discussion
149(4)
Risk Management Plan Outline
150(3)
Risk Management Plan: Example
153(7)
Appendix A: Water Park Risk Description Forms
160(11)
Appendix B: Water Park Risk Management Summary
171(2)
Chapter 8 Quality Management Plan
173(16)
Quality Management Plan: Discussion
173(6)
Quality Management Plan Outline
175(4)
Quality Management Plan: Example
179(7)
Appendix A: Manual of Project Procedures
186(3)
Chapter 9 Procurement Plan
189(16)
Procurement Plan: Discussion
189(5)
Procurement Plan Outline
190(4)
Procurement Plan: Example
194(9)
Appendix A: Architectural Design Detailed Evaluation Criteria
203(1)
Appendix B: WBS and Procurement Schedule for Detailed Architectural Design Services
204(1)
Appendix C: CCDC and CCA Standard Construction Contracts
204(1)
Chapter 10 Acceptance Test Plan
205(1)
Acceptance Test Plan: Discussion
205(2)
Acceptance Test Plan Outline
206(1)
Appendix A: Acceptance Test Schedule
207(1)
Appendix B: Acceptance Test Method and Results
207(2)
Acceptance Test Plan: Example
209(1)
Appendix A: Acceptance Test Schedule
210(1)
Appendix B: Acceptance Test Method and Results
210(5)
Part III Execution Phase Documents 215(70)
Chapter 11 Project Meetings and Reports
217(16)
Team Status Meeting: Discussion
217(3)
Team Status Meeting: Example
220(2)
Project Progress Meeting: Discussion
222(1)
Project Progress Meeting: Example
223(3)
Project Status Report: Discussion
226(2)
Project Status Report Outline
226(2)
Project Status Report: Example
228(2)
Appendix A: Tracking Gantt Chart
230(1)
Appendix B: Financial Report
231(2)
Chapter 12 Risk Control Report
233(22)
Risk Control Report: Discussion
233(3)
Risk Control Report Outline
235(1)
Risk Control Report: Example
236(16)
Appendix A: Project Risk Table
252(1)
Appendix B: Risk Management Summary Table
253(2)
Chapter 13 Quality Assurance and Quality Control Reports
255(16)
Quality Assurance and Quality Control Reports: Discussion
255(2)
Quality Assurance Report Outline
257(5)
Quality Control Report Outline
259(3)
Quality Assurance Report: Example
262(4)
Quality Control Report: Example
266(5)
Chapter 14 Problem Report and Change Request
271(6)
Problem Report and Change Request: Discussion
271(3)
Problem and Issue Management
271(1)
Change Management
272(2)
Problem Report and Change Request: Example
274(1)
Change Order Form: Example
275(2)
Chapter 15 Acceptance Report
277(8)
Acceptance Report: Discussion
277(2)
Acceptance Report Outline
278(1)
Acceptance Report: Example
279(1)
Appendix A: Acceptance Test Results
280(5)
Part IV Closing Phase Documents 285(20)
Chapter 16 Post-Project Report
287(16)
Post-Project Report: Discussion
287(4)
Post-Project Report Outline
288(3)
Post-Project Report: Example
291(7)
Appendix A: Work Breakdown Structure and Schedule
298(2)
Appendix B: Financial Summary
300(2)
Appendix C: Earned Value Chart
302(1)
Chapter 17 Conclusion
303(2)
Appendix: About the CD-ROM 305(4)
Index 309

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