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

by Cynthia Snyder Stackpole

Overview

This source book of forms and procedures for using them follows exactly the content of the Project Management Body of Knowledge Guide, 4E. 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.

Product Details

ISBN-13:	9781118000250
Publisher:	Wiley
Publication date:	09/24/2010
Sold by:	JOHN WILEY & SONS
Format:	eBook
Pages:	256
File size:	13 MB
Note:	This product may take a few minutes to download.

About the Author

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.

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Table of Contents

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

Editorial Reviews

"…this volume contains templates for forms useful to project managers in business at all steps of a project." (Book News, August 2009)

"Form a line for this book! Cyndi Stackpole has written a companion book which, for people like me, who are visual and practical, brings the PMBOK Guide to life with a set of forms and the instructions for completing them. This book is extremely straightforward in its approach." (scopecrepe.blogspot.com, March 23rd, 2009)

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