A Project Manager's Book of Forms

A Project Manager's Book of Forms is an essential companion to the Project Management Institute's A Guide to the Project Management Body of Knowledge. Packed with ready-made forms for managing every stage in any project, this book offers both new and experienced project managers an invaluable resource for thorough documentation and repeatable processes. Endorsed by PMI and aligned with the PMBOK^® Guide, these forms cover all aspects of initiating, planning, executing, monitoring and controlling, and closing; each form can be used as-is directly from the book, or downloaded from the companion website and tailored to your project's unique needs. This new third edition has been updated to align with the newest PMBOK^® Guide, and includes forms for agile, the PMI Talent Triangle, technical project management, leadership, strategic and business management, and more.

The PMBOK^® Guide is the primary reference for project management, and the final authority on best practices—but implementation can quickly become complex for new managers on large projects, or even experienced managers juggling multiple projects with multiple demands. This book helps you stay organized and on-track, helping you ensure thorough documentation throughout the project life cycle.

• Adopt PMI-endorsed forms for documenting every process group
• Customize each form to suit each project's specific needs
• Organize project data and implement a repeatable management process
• Streamline PMBOK^® Guide implementation at any level of project management experience

Instead of wasting time interpreting and translating the PMBOK^® Guide to real-world application, allow PMI to do the work for you: A Project Manager's Book of Forms provides the PMBOK^®-aligned forms you need to quickly and easily implement project management concepts and practices.

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.

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

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The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.