A Project Manager's Book of Forms E-Book

Cynthia Snyder

• Herausgeber: John Wiley & Sons
• Kategorie: Fachliteratur
• Sprache: Englisch

Seitenzahl: 83

Veröffentlichungsjahr: 2010

Beschreibung

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.)

Leseprobe

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

Access to Companion Site

This book is printed on acid-free paper.

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

Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with standard print versions of this book may not be included in e-books or in print-on-demand. If this book refers to media such as a CD or DVD that is not included in the version you purchased, you may download this material at http://booksupport.wiley.com. For more information about Wiley products, visit www.wiley.com.

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 the others we have worked on. Long live AJ!

To Terri Gaydon: How do I say thank you to a friend, a mentor, and an advisor? Your questions, insights, and perspectives were so valuable in putting this book together. And, of course, over the past 15 years your friendship has meant the world to me. Thank you a million times.

1

Introduction

The Project Management Book of Forms is designed to be a companion to A Guide to the Project Management Body of Knowledge (PMBOK®Guide)—Fourth Edition. The purpose is to present the information from the PMBOK®Guide—Fourth Edition in a set of forms and reports so that project managers can readily apply the concepts and practices described in the PMBOK®Guide—Fourth Edition to their projects.

The PMBOK®Guide—Fourth Edition identifies that subset of the project management body of knowledge generally recognized as good practice. As an ANSI Standard, it does not describe how to apply those practices, nor does it provide a vehicle for transferring that knowledge into practice.

This Book of Forms will assist project managers in applying information presented in the PMBOK®Guide— Fourth Edition into project documentation. The Book of Forms does not teach project management concepts or describe how to apply project management techniques. Textbooks and classes can fulfill those needs. This book provides an easy way to apply good practices to projects.

Since one of the defining factors about projects is that they are unique, project managers must tailor the forms and reports to meet the needs of their individual projects. Some projects will require information in addition to what is presented in these forms; some will require less. These forms are presented in paper format and electronic versions to make them easy to adapt to the needs of specific projects. They follow the information in the PMBOK®Guide—Fourth Edition but can be adapted to meet the needs of the project manager and specific projects.

AUDIENCE

This book is written specifically for project managers to help manage all aspects of the project. Those new to project management can use the forms as a guide in collecting and organizing project information. Experienced project managers can use the forms as a template so that they collect a set of consistent data on all projects. In essence, the forms save reinventing the wheel for each project.

A secondary audience is the manager of project managers or a project management office. Using the information in this book ensures a consistent approach to project documentation. Adopting these forms on an organizational level will enable a repeatable approach to project management.

ORGANIZATION

The forms are organized by process group: initiating, planning, executing, monitoring and controlling, and closing. Within those process groups, the forms are arranged sequentially as presented in the PMBOK®Guide— Fourth Edition.

A description of each form is presented along with a list of contents. For the planning forms, there is a description of where the information in the form comes from (inputs) and where it goes to (outputs). For some forms, there is a list of related forms. On the page(s) to come, a blank copy of the form is presented, followed by a copy of the form with a description of the information that goes into each field. In the back of the book, there is a completely editable CD-ROM with a copy of all the blank forms. All forms are in Microsoft®Office software for ease of tailoring.

Some forms are included that are not mentioned in the PMBOK®Guide—Fourth Edition. These are forms that assist in managing a project but are not considered part of the project management standard.

Not all forms will be needed on all projects. Use the forms you need, to the degree that you need them, to assist you in managing your projects.