The Practical Guide to Project Management Documentation E-Book

John Rakos

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

Seitenzahl: 416

Veröffentlichungsjahr: 2015

Beschreibung

Project Management The one-stop resource for project management documentation and templates for all projects The success of any project is crucially dependent on the documents produced for it. The Practical Guide to Project Management Documentation provides a complete and reliable source of explanations and examples for every possible project-related document-from the proposal, business case, and project plan, to the status report and final post-project review. The Practical Guide to Project Management Documentation is packed with material that slashes the time and effort expended on producing new documents from scratch. Following the processes in the Project Management Institute's PMBOK® Guide, this one-stop, full-service book also offers tips and techniques for working with documents in each project process. Documentation for several project/client scenarios is addressed, including internal and externally contracted projects. A single project-the construction of a water theme park-is used as the case study for all the document examples. An included CD-ROM provides all the documents from the book as Microsoft Word(r) files. Readers can use these as a framework to develop their own project documents. The Practical Guide to Project Management Documentation is an unmatched reference for the numerous documents essential to project managers in all industries. (PMBOK is a registered mark of the Project Management Institute, Inc.)

Leseprobe

Contents

Preface

Introduction

The Importance of Documents

Standards

The Documentation Plan

The Case Study Project

The Order and Necessity of the Documents

Items

Not

Included in the Examples

Part I Initiation Phase Documents

Chapter 1 Project Concept

Project Concept: Discussion

Project Concept Outline

Project Concept: Example

Chapter 2 Business Case

Business Case: Discussion

Business Case Outline

Business Case: Example

Appendix A: Water Park Cash-Flow Analysis

Chapter 3 Project Charter

Project Charter: Discussion

Project Charter Outline

Project Charter: Example

Part 1: Project Governance

Part 2: Project Management

Appendix A: Summary WBS and Schedule

Appendix B: Financial Estimates

Appendix C: Risk Assessment

Appendix D: Conceptual Design

Chapter 4 Proposal

Request for Proposal: Discussion

Request for Proposal Outline

Proposal Evaluation Plan

Request for Proposal: Example

Appendix A: Offer of Services

Appendix B: Terms of Reference

Appendix C: Evaluation Criteria

Proposal: Discussion

Proposal Outline

Proposal Example

Envelope 1: Technical Information

Envelope 2: Financial Information

Proposal Evaluation: Discussion

Proposal Evaluation: Example

Part II Planning Phase Documents

Chapter 5 Project Plan

Project Plan: Discussion

Project Plan Outline

Project Plan: Example

Appendix A: Work Breakdown Structure

Appendix B: Financial Information

Appendix C: Risk Assessment

Appendix D: Conceptual Design

Chapter 6 Communications Plan

Communications Plan: Discussion

Communications Plan Outline

Communications Plan: Example

Appendix A: Stakeholder Communications Chart

Chapter 7 Risk Management Plan

Risk Management Plan: Discussion

Risk Management Plan Outline

Risk Management Plan: Example

Appendix A: Water Park Risk Description Forms

Appendix B: Water Park Risk Management Summary

Chapter 8 Quality Management Plan

Quality Management Plan: Discussion

Quality Management Plan Outline

Quality Management Plan: Example

Appendix A: Manual of Project Procedures

Chapter 9 Procurement Plan

Procurement Plan: Discussion

Procurement Plan Outline

Procurement Plan: Example

Appendix A: Architectural Design Detailed Evaluation Criteria

Appendix B: WBS and Procurement Schedule for Detailed Architectural Design Services

Appendix C: CCDC and CCA Standard Construction Contracts

Chapter 10 Acceptance Test Plan

Acceptance Test Plan: Discussion

Acceptance Test Plan Outline

Appendix A: Acceptance Test Schedule

Appendix B: Acceptance Test Method and Results

Acceptance Test Plan: Example

Appendix A: Acceptance Test Schedule

Appendix B: Acceptance Test Method and Results

Part III Execution Phase Documents

Chapter 11 Project Meetings and Reports

Team Status Meeting: Discussion

Team Status Meeting: Example

Project Progress Meeting: Discussion

Project Progress Meeting: Example

Project Status Report: Discussion

Project Status Report Outline

Project Status Report: Example

Appendix A: Tracking Gantt Chart

Appendix B: Financial Report

Chapter 12 Risk Control Report

Risk Control Report: Discussion

Risk Control Report Outline

Risk Control Report: Example

Appendix A: Project Risk Table

Appendix B: Risk Management Summary Table

Chapter 13 Quality Assurance and Quality Control Reports

Quality Assurance and Quality Control Reports: Discussion

Quality Assurance Report Outline

Quality Control Report Outline

Quality Assurance Report: Example

Quality Control Report: Example

Chapter 14 Problem Report and Change Request

Problem Report and Change Request: Discussion

Problem and Issue Management

Change Management

Problem Report and Change Request: Example

Change Order Form: Example

Chapter 15 Acceptance Report

Acceptance Report: Discussion

Acceptance Report Outline

Acceptance Report: Example

Appendix A: Acceptance Test Results

Part IV Closing Phase Documents

Chapter 16 Post-Project Report

Post-Project Report: Discussion

Post-Project Report Ouline

Post-Project Report: Example

Appendix A: Work Breakdown Structure and Schedule

Appendix B: Financial Summary

Appendix C: Earned Value Chart

Chapter 17 Conclusion

Appendix: About the CD-ROM

Index

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List of Illustrations

Preface

Figure P.1 Ottawa, Canada.

Chapter 3: Project Charter

Figure 3.1. The Project Team.

Figure 3.2. Organization of the Project Team.

Figure 3.3. Total cost by project function.

Figure 3.4. Total cost by project phase.

Figure 3.5. Cash requirement by month.

Figure 3.6. Cumulative cash requirement.

Figure 3.7. Summary WBS and schedule.

Chapter 5: Project Plan

Figure 5.1 Project Team organization.

Figure 5.2 Project Team.

Figure 5.3 Total cost by project function.

Figure 5.4 Total cost by project phase.

Figure 5.5 Cash requirement by month.

Figure 5.6 Cumulative cash requirement.

Figure 5.7 Work Breakdown Structure of Ottawa–Carleton Water Park Project.

Chapter 8: Quality Management Plan

Figure 8.1 The quality organization within the Project Team.

Figure 8.2 Quality System Section organizational structure.

Chapter 9: Procurement Plan

Figure 9.1 Procurement Team.

Figure 9.2 Architectural Design WBS and Procurement Schedule.

Chapter 11: Project Meetings and Reports

Figure 11.1 Earned Value parameters.

Figure 11.2 Tracking Gantt Chart.

Chapter 16: Post-Project Report

Figure 16.1 Project Team.

Figure 16.2 Work Breakdown Structure and Schedule.

Figure 16.3 Earned Value Parameters.

List of Tables

Introduction

Table 1: Documents Produced by Phase of the Project

Chapter 2: Business Case

Table 2.1: Projected Annual Attendance

Table 2.2: Admission Price

Table 2.3: Annual Operating Costs

Table 2.4: Water Park Cash-Flow Analysis, Baseline ($000)

Chapter 3: Project Charter

Table 3.1: Functional Areas and Project Team Responsibility

Table 3.2: Key Milestones on the Critical Path

Table 3.3: Important Milestones

Not

on Critical Path

Table 3.4: Ottawa–Carleton Water Park Costs (Can$)

Table 3.5: Risk Evaluation Criteria

Table 3.6: Risk Table at Start of Project (Prior to Phase 1)

Table 3.7: Risk Table at Start of Phase 3

Table 3.8: Water Park Risk Management Summary Revised October 8, 2002

Chapter 4: Proposal

Table 4.1: Technical Selection Criteria

Table 4.2: Communications Plan for Major Stakeholders

Table 4.3: Risk Table

Table 4.4: Stakeholder Communication Chart

Table 4.5: Key Milestones on Critical Path

Table 4.6: Important Milestones Not on the Critical Path

Table 4.7: Cost Estimate by Project Phase

Table 4.8: Cost Estimates by Project Category

Table 4.9: Technical Selection Table

Table 4.10: Comparison of Vendors

Chapter 5: Project Plan

Table 5.1: Communications Summary Table

Table 5.2: Functional Areas and Project Team Leaders

Table 5.3: Critical Milestones

Table 5.4: Noncritical Milestones

Table 5.5: Ottawa–Carleton Water Park Costs ($Can)

Table 5.6: Risk Evaluation Criteria

Table 5.7: Risk Table at Start of Project (Prior to Phase 1)

Table 5.8: Risk Table at Start of Phase 3

Table 5.9: Waterpark Risk Management Summary Revised October 8, 2002

Chapter 6: Communications Plan

Table 6.1: Partly Filled-in Stakeholder Communications Chart

Table 6.2: Stakeholder Communications Chart

Chapter 7: Risk Management Plan

Table 7.1: Probability Criteria

Table 7.2: Impact Criteria

Table 7.3: Risk Table at Start of Project (Prior to Phase 1)

Table 7.4: Risk Table at the Start of Phase 3

Table 7.5: Water Park Risk Management Summary, Revised October 8, 2002

Chapter 8: Quality Management Plan

Table 8.1: Quality Objectives and Related Activities

Table 8.2: Work Flow Process

Chapter 9: Procurement Plan

Table 9.1: Procurement Contracts

Table 9.2: Risk Evaluation Criteria

Table 9.3: Signing Authority Levels

Chapter 10: Acceptance Test Plan

Table 10.1: Test Schedule

Table 10.2: Scoring Test Method and Results

Chapter 11: Project Meetings and Reports

Table 11.1: Financial Report (Can$)

Chapter 12: Risk Control Report

Table 12.1: Project Risk, Revised March 15, 2005

Table 12.2: Water Park Risk Management Summary, Revised March 15, 2005

Chapter 13: Quality Assurance and Quality Control Reports

Table 13.1: Quality Assurance Areas Being Measured or Monitored

Table 13.2: Quality Control Areas Being Measured or Monitored

Chapter 15: Acceptance Report

Table 15.1: Acceptance Test Results

Chapter 16 Post-Project Report

Table 16.1: Ottawa–Carleton Water Park Costs

The Practical Guide to Project Management Documentation

John J. Rakos, PMP

Karen Dhanraj

Laverne Fleck

James Harris

Steve Jackson

Scott Kennedy

WILEYJohn Wiley & Sons, Inc.

This book is printed on acid-free paper. ©

Copyright © 2005 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:

Rakos, John J., 1946–

The practical guide to project management documentation / John J. Rakos, with Karen Dhanraj … [et al.].

p. cm.

Includes bibliographical references and index.

ISBN 0-471-69309-X (cloth)

1. Project management. I. Dhanraj, Karen. II. Title.

T56.8.R35 2004

658.4’04—dc22

2004009415

This book is dedicated to my wife, Marie, who always helps me write but rarely gets credit for it.

John Rakos

Preface

Purpose of This Book

Most of the deliverables in the project management process are documents. Therefore, it is imperative to produce these documents correctly.

Many books have been written on project management. All those books refer to project documents, and most of them outline the major documents required to produce a project. However, those books rarely include detailed examples of those documents, and we have not yet seen one in which electronic versions of the documents are available to use as templates.