A Project Manager's Book of Forms: A Companion to the PMBOK Guide / Edition 2

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Overview

A compendium of ready-made forms for managing every project in line with the latest PMBOK® Guide—Fifth Edition

This valuable companion to the Project Management Institute's A Guide to the Project Management Body of Knowledge (PMBOK® Guide)—Fifth Edition presents a comprehensive and practical set of forms and reports that help project managers apply the concepts and practices described in the PMBOK® Guide.

Designed specifically to assist both new and experienced project managers in handling all aspects of a project, this edition of A Project Manager's Book of Forms contains forms that cover all the process groups: initiating, planning, executing, monitoring and controlling, and closing. It also 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.

Completely editable electronic versions of all the blank forms, in Microsoft Office–compatible format, are available on an accompanying website. 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.

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Product Details

  • ISBN-13: 9781118430781
  • Publisher: Wiley
  • Publication date: 2/4/2013
  • Edition number: 2
  • Pages: 240
  • Sales rank: 433,385
  • Product dimensions: 8.40 (w) x 10.70 (h) x 0.70 (d)

Meet the Author

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.

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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

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