A Project Manager's Book of Forms A Companion to the PMBOK Guide

by Stackpole Snyder, Cynthia

• ISBN13: 9781118430781
• ISBN10: 1118430786
• Edition: 2nd
• Format: Paperback
• Copyright: 2013-02-04
• Publisher: Wiley

Summary

The only book of forms that exactly follows the content of the PMBOK Guide , A Project Managers Book of Forms provides a "road map" approach so readers know exactly where they are and what forms precede and follow their current position on a project. This Second Edition aligns with the release of the Fifth Edition of the PMBOK Guide . Hard copies of the forms may be taken and reproduced directly from the book, or from the accompanying CD which contain customizable forms for use in any organization.

Author Biography

CYNTHIA STACKPOLE SNYDER, PMP, EVP, MBA, is a well-known project management consultant and was the project manager for the team that updated PMI's Project Management Body of Knowledge—Fourth Edition. She is also the author of A User's Manual to the PMBOK® Guide, now in its second edition.

Table of Contents

Acknowledgments vii

Introduction ix

1 Initiating Forms 1

1.0 Initiating Process Group / 1

1.1 Project Charter / 2

1.2 Stakeholder Register / 8

1.3 Stakeholder Analysis Matrix / 11

2 Planning Forms 13

2.0 Planning Process Group / 13

2.1 Project Management Plan / 16

2.2 Scope Management Plan / 20

2.3 Requirements Management Plan / 23

2.4 Requirements Documentation / 27

2.5 Requirements Traceability Matrix / 29

2.6 Project Scope Statement / 33

2.7 Assumption and Constraint Log / 36

2.8 Work Breakdown Structure / 38

2.9 WBS Dictionary / 40

2.10 Schedule Management Plan / 43

2.11 Activity List / 46

2.12 Activity Attributes / 48

2.13 Milestone List / 51

2.14 Network Diagram / 53

2.15 Activity Resource Requirements / 55

2.16 Resource Breakdown Structure / 57

2.17 Activity Duration Estimates / 59

2.18 Duration Estimating Worksheet / 61

2.19 Project Schedule / 65

2.20 Cost Management Plan / 68

2.21 Activity Cost Estimates / 71

2.22 Cost Estimating Worksheet / 73

2.23 Cost Baseline / 78

2.24 Quality Management Plan / 80

2.25 Quality Metrics / 83

2.26 Process Improvement Plan / 85

2.27 Responsibility Assignment Matrix / 91

2.28 Roles and Responsibilities / 93

2.29 Human Resource Management Plan / 96

2.30 Communications Management Plan / 100

2.31 Risk Management Plan / 102

2.32 Risk Register / 109

2.33 Probability and Impact Assessment / 112

2.34 Probability and Impact Matrix / 117

2.35 Risk Data Sheet / 119

2.36 Procurement Management Plan / 122

2.37 Source Selection Criteria / 127

2.38 Stakeholder Management Plan / 129

2.39 Change Management Plan / 132

3 Executing Forms 135

3.0 Executing Process Group / 135

3.1 Team Member Status Report / 137

3.2 Change Request / 143

3.3 Change Log / 148

3.4 Decision Log / 150

3.5 Quality Audit / 152

3.6 Team Directory / 155

3.7 Team Operating Agreement / 157

3.8 Team Performance Assessment / 160

3.9 Team Member Performance Assessment / 165

3.10 Issue Log / 170

4 Monitoring and Control Forms 173

4.0 Monitoring and Controlling Process Group / 173

4.1 Project Performance Report / 175

4.2 Variance Analysis / 181

4.3 Earned Value Status / 185

4.4 Risk Audit / 188

4.5 Contractor Status Report / 192

4.6 Formal Acceptance / 196

5 Closing 199

5.0 Closing Process Group / 199

5.1 Procurement Audit / 199

5.2 Contract Close-Out / 203

5.3 Project or Phase Close-Out / 207

5.4 Lessons Learned / 211