A Project Managers Book of Forms: A Companion to the PMBOK Guide

ALL THE PAPERWORK YOU NEED TO APPLY THE PMBOK® GUIDE TO EVERYDAY PRACTICE

It′s easy to apply best practices to project management with A Project Manager′s Book of Forms, Third Edition, the only complete collection of ready–to–use forms and reports that fully aligns with the Project Management Institute′s A Guide to the Project Management Body of Knowledge (PMBOK® Guide) Sixth Edition.

New and experienced project managers can quickly apply the theory, expert advice, and tools of the PMBOK® Guide to their real–world projects with this valuable companion reference. This latest edition includes all new material from the PMBOK® Guide and includes a section with forms for projects using an Agile development method.

This comprehensive toolkit of forms is designed to be completely versatile. Use them as is to ensure project information is properly collected and organized, or download customizable versions from the accompanying website and tailor fit them to your specific projects. When it′s time to standardize project management throughout an organization, this volume provides a turnkey method for consistent documentation.

Juggle all your projects with confidence when you use A Project Manager′s Book of Forms, Third Edition.

Acknowledgments vii

Introduction ix

New for this Edition ix

Audience ix

Organization x

1 Initiating Forms 1

1.0 Initiating Process Group 1

1.1 Project Charter 2

1.2 Assumption Log 9

1.3 Stakeholder Register 12

1.4 Stakeholder Analysis 15

2 Planning Forms 17

2.0 Planning Process Group 17

2.1 Project Management Plan 20

2.2 Change Management Plan 25

2.3 Project Roadmap 28

2.4 Scope Management Plan 30

2.5 Requirements Management Plan 33

2.6 Requirements Documentation 37

2.7 Requirements Traceability Matrix 40

2.8 Project Scope Statement 45

2.9 Work Breakdown Structure 49

2.10 WBS Dictionary 52

2.11 Schedule Management Plan 56

2.12 Activity List 59

2.13 Activity Attributes 62

2.14 Milestone List 65

2.15 Network Diagram 67

2.16 Duration Estimates 70

2.17 Duration Estimating Worksheet 73

2.18 Project Schedule 78

2.19 Cost Management Plan 82

2.20 Cost Estimates 85

2.21 Cost Estimating Worksheet 88

2.22 Cost Baseline 93

2.23 Quality Management Plan 95

2.24 Quality Metrics 99

2.25 Responsibility Assignment Matrix 101

2.26 Resource Management Plan 104

2.27 Team Charter 109

2.28 Resource Requirements 113

2.29 Resource Breakdown Structure 116

2.30 Communications Management Plan 118

2.31 Risk Management Plan 121

2.32 Risk Register 128

2.33 Risk Report 131

2.34 Probability and Impact Assessment 137

2.35 Probability and Impact Matrix 142

2.36 Risk Data Sheet 144

2.37 Procurement Management Plan 147

2.38 Procurement Strategy 152

2.39 Source Selection Criteria 155

2.40 Stakeholder Engagement Plan 158

3 Executing Forms 163

3.0 Executing Process Group 163

3.1 Issue Log 165

3.2 Decision Log 168

3.3 Change Request 170

3.4 Change Log 175

3.5 Lessons Learned Register 178

3.6 Quality Audit 181

3.7 Team Performance Assessment 184

4 Monitoring and Controlling Forms 189

4.0 Monitoring and Controlling Process Group 189

4.1 Team Member Status Report 191

4.2 Project Status Report 196

4.3 Variance Analysis 202

4.4 Earned Value Analysis 206

4.5 Risk Audit 209

4.6 Contractor Status Report 213

4.7 Procurement Audit 218

4.8 Contract Closeout Report 222

4.9 Product Acceptance Form 226

5 Closing 229

5.0 Closing Process Group 229

5.1 Lessons Learned Summary 229

5.2 Project or Phase Closeout 235

6 Agile 239

6.1 Product Vision 240

6.2 Product Backlog 242

6.3 Release Plan 244

6.4 Retrospective 246

Index 249

CYNTHIA SNYDER DIONISIO is an in–demand project management consultant. She is the lead instructor for Wiley Efficient Learning′s Project Management Professional (PMP)® Exam Review Course, the author of six project management books, and the Project Chair for PMI′s PMBOK® Guide Sixth Edition.