A Project Manager's Book of Forms

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.)

Auteur
Cynthia Snyder Stackpole 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.

Texte du rabat
A handy compendium of ready-made forms for managing every project This valuable companion to A Guide to the Project Management Body of Knowledge (PMBOK Guide)Fourth Edition presents project managers with a comprehensive and practical set of forms and reports that help them apply the concepts and practices described in the PMBOK Guide.

Written by the project manager of the team that updated PMI's PMBOK Guide*Fourth Edition, *A Project Manager's Book of Forms is designed specifically to help both new and experienced project managers handle all aspects of a project. The forms cover all the Process Groups: Initiating, Planning, Executing, Monitoring and Controlling, and Closing. It even includes some forms not mentioned in the PMBOK Guide, which you will find helpful in managing your project.

Use the forms as a guide in collecting and organizing project information, or as a template for ensuring a set of consistent data on all projects. The forms can also be adopted on an organizational level to enable a repeatable approach to project management.

For your convenience, completely editable electronic versions of all the blank forms, in Microsoft Officecompatible format, are on the included CD-ROM. You may use them as is or tailor them to your own needs.

The PMBOK Guide covers the processes for managing a project; this book gives you a handy road map of forms to use to make every project just a bit smoother from start to finish.

Contenu
Acknowledgments vii 1. Introduction 1

2. Initiating Forms 3

2.1 Initiating Process Group 3

2.2 Project Charter 4

2.3 Stakeholder Register 11

2.4 Stakeholder Analysis Matrix 14

2.5 Stakeholder Management Strategy 17

3. Planning Forms 21

3.1 Planning Process Group 21

3.2 Requirements Documentation 23

3.3 Requirements Management Plan 26

3.4 Requirements Traceability Matrix 29

3.5 Project Scope Statement 34

3.6 Assumption and Constraint Log 37

3.7 Work Breakdown Structure 40

3.8 WBS Dictionary 43

3.9 Activity List 46

3.10 Activity Attributes 49

3.11 Milestone List 52

3.12 Network Diagram 55

3.13 Activity Resource Requirements 57

3.14 Resource Breakdown Structure 60

3.15 Activity Duration Estimates 62

3.16 Duration Estimating Worksheet 65

3.17 Project Schedule 68

3.18 Activity Cost Estimates 71

3.19 Cost Estimating Worksheet 74

3.20 Cost Performance Baseline 79

3.21 Quality Management Plan 81

3.22 Quality Metrics 84

3.23 Process Improvement Plan 87

3.24 Responsibility Assignment Matrix 90

3.25 Roles and Responsibilities 92

3.26 Human Resource Plan 95

3.27 Communications Management Plan 100

3.28 Risk Management Plan 103

3.29 Risk Register 110

3.30 Probability and Impact Assessment 113

3.31 Probability and Impact Matrix 118

3.32 Risk Data Sheet 120

3.33 Procurement Management Plan 123

3.34 Source Selection Criteria 128

3.35 Project Management Plan 131

3.36 Configuration Management Plan 137

3.37 Change Management Plan 142

4. Executing Forms 145

4.1 Executing Process Group 145

4.2 Team Member Status Report 146

4.3 Change Request 151

4.4 Change Log 158

4.5 Decision Log 161

4.6 Quality Audit 164

4.7 Team Directory 167

4.8 Team Operating Agreement 170

4.9 Team Performance Assessment 175

4.10 Team Member Performance Assessment 180

4.11 Issue Log 185

5. Monitoring and Control Forms 189

5.1 Monitoring and Controlling Process Group 189

5.2 Project Performance Report 190

5.3 Variance Analysis 195

5.4 Earned Value Status 198

5.5 Risk Audit 201

5.6 Contractor Status Report 204

5.7 Product Acceptance 209

6. Closing 213

6.1 Closing Process Group 213

6.2 Procurement Audit 214

6.3 Contract Close-out 217

6.4 Project Close-out 220

6.5 Lessons Learned 225

About the CD-ROM 231

Index 233