The Practical Guide to Project Management Documentation

by Rakos, John; Dhanraj, Karen; Kennedy, Scott; Fleck, Laverne; Jackson, Steve; Harris, James

• ISBN13: 9780471693093
• ISBN10: 047169309X
• eBook ISBN(s): 9781119120247
• Edition: 1st
• Format: Hardcover
• Copyright: 2004-11-29
• Publisher: Wiley
• More Book Details

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