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

By Cynthia Snyder Stackpole

This source book of forms and procedures for using them follows exactly the content of the PMBOK® Guide. It provides a road-map approach so readers know exactly where they are and what forms precede and follow their current position on a project. The volume contains forms in hard copy for reproduction as well as in an accompanying CD for use and customization by a wide variety of project managers, consultants, and other associated professionals.

(PMBOK is a registered mark of the Project Management Institute, Inc.)

• Language: English
• Publisher: Wiley
• Release date: Sep 24, 2010
• ISBN: 9781118000250

Book preview

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Table of Contents

Title Page

Copyright Page

Acknowledgments

Chapter 1 - Introduction

AUDIENCE

ORGANIZATION

Chapter 2 - Initiating Forms

2.1 INITIATING PROCESS GROUP

2.2 PROJECT CHARTER

2.3 STAKEHOLDER REGISTER

2.4 STAKEHOLDER ANALYSIS MATRIX

2.5 STAKEHOLDER MANAGEMENT STRATEGY

Chapter 3 - Planning Forms

3.1 PLANNING PROCESS GROUP

3.2 REQUIREMENTS DOCUMENTATION

3.3 REQUIREMENTS MANAGEMENT PLAN

3.4 REQUIREMENTS TRACEABILITY MATRIX

3.5 PROJECT SCOPE STATEMENT

3.6 ASSUMPTION AND CONSTRAINT LOG

3.7 WORK BREAKDOWN STRUCTURE

3.8 WBS DICTIONARY

3.9 ACTIVITY LIST

3.10 ACTIVITY ATTRIBUTES

3.11 MILESTONE LIST

3.12 NETWORK DIAGRAM

3.13 ACTIVITY RESOURCE REQUIREMENTS

3.14 RESOURCE BREAKDOWN STRUCTURE

3.15 ACTIVITY DURATION ESTIMATES

3.16 DURATION ESTIMATING WORKSHEET

3.17 PROJECT SCHEDULE

3.18 ACTIVITY COST ESTIMATES

3.19 COST ESTIMATING WORKSHEET

3.20 COST PERFORMANCE BASELINE

3.21 QUALITY MANAGEMENT PLAN

3.22 QUALITY METRICS

3.23 PROCESS IMPROVEMENT PLAN

3.24 RESPONSIBILITY ASSIGNMENT MATRIX

3.25 ROLES AND RESPONSIBILITIES

3.26 HUMAN RESOURCE PLAN

3.27 COMMUNICATIONS MANAGEMENT PLAN

3.28 RISK MANAGEMENT PLAN

3.29 RISK REGISTER

3.30 PROBABILITY AND IMPACT ASSESSMENT

3.31 PROBABILITY AND IMPACT MATRIX

3.32 RISK DATA SHEET

3.33 PROCUREMENT MANAGEMENT PLAN

3.34 SOURCE SELECTION CRITERIA

3.35 PROJECT MANAGEMENT PLAN

3.36 CONFIGURATION MANAGEMENT PLAN

3.37 CHANGE MANAGEMENT PLAN

Chapter 4 - Executing Forms

4.1 EXECUTING PROCESS GROUP

4.2 TEAM MEMBER STATUS REPORT

4.3 CHANGE REQUEST

4.4 CHANGE LOG

4.5 DECISION LOG

4.6 QUALITY AUDIT

4.7 TEAM DIRECTORY

4.8 TEAM OPERATING AGREEMENT

4.9 TEAM PERFORMANCE ASSESSMENT

4.10 TEAM MEMBER PERFORMANCE ASSESSMENT

4.11 ISSUE LOG

Chapter 5 - Monitoring and Control Forms

5.1 MONITORING AND CONTROLLING PROCESS GROUP

5.2 PROJECT PERFORMANCE REPORT

5.3 VARIANCE ANALYSIS

5.4 EARNED VALUE STATUS

5.5 RISK AUDIT

5.6 CONTRACTOR STATUS REPORT

5.7 PRODUCT ACCEPTANCE

Chapter 6 - Closing

6.1 CLOSING PROCESS GROUP

6.2 PROCUREMENT AUDIT

6.3 CONTRACT CLOSE-OUT

6.4 PROJECT CLOSE-OUT

6.5 LESSONS LEARNED

Index

About the CD-ROM

This book is printed on acid-free paper. 002

Copyright © 2009 by John Wiley & Sons, Inc. All rights reserved

Published by John Wiley & Sons, Inc., Hoboken, New Jersey

Published simultaneously in Canada

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Library of Congress Cataloging-in-Publication Data:

Snyder Stackpole, Cynthia, 1962-A project manager’s book of forms : a companion to the PMBOK guide—fourth edition / Cynthia Snyder Stackpole. p. cm.

Includes index.

ISBN 978-0-470-38984-3 (paper/cd)

1. Project management—Forms. I. Guide to the project management body of knowledge (PMBOK guide). II. Title.

HD69.P75S689 2009

658.4’04—dc22 2008044563

10 9 8 7 6 5 4 3 2 1

Acknowledgments

To Ruth Anne Guerrero: Thank you for your keen insight and your support for my work on the PMBOK® Guide— Fourth Edition and this companion book of forms. Your energy and laser-sharp thinking have contributed vastly. It has been such a pleasure to work with you.

To Joseph Kestel: I appreciate your time in reviewing the proposal for this book and providing thoughtful input to the approach. I also appreciate your wonderful leadership skills on Chapters 3 and 5 of the PMBOK ® Guide—Fourth Edition.

To Dan Picard: You are a rare find, an editor and a PMP! Your insight into both worlds is so valuable. I really appreciate your taking the time to give me your unique perspective for this book and