A Project Manager's Book of Templates

A PROJECT MANAGER'S BOOK OF TEMPLATES

A helpful compendium of ready-made templates for managing every project in alignment with the latest PMBOK^® Guide, 7^th ed.

Project Management is a growing discipline that has seen considerable recent development. Project managers are now expected to deploy predictive and adaptive methods, and to draw upon a considerable base of knowledge in developing and formalizing project plans. The Project Management Institute (PMI) publishes the authoritative Project Management Body of Knowledge (PMBOK^® Guide), which contains the global standard for the Project Management profession.

A Project Manager’s Book of Templates is a vital companion to the PMBOK^® Guide, providing a comprehensive set of templates and reports that helps project managers translate the content of the Guide into practical applications. It promises to be an indispensable resource for professionals in this fast-moving field.

A Project Manager's Book of Templates readers will also find:

• Templates covering all types of work, such as starting, planning, project documents, logs and registers, and reports and audits.
• Templates representing all updated features of the PMBOK^® Guide, including hybrid, adaptive and iterative practices, including Agile
• Easy, readable structure that moves project managers through the different types of work that is performed in project

A Project Manager’s Book of Templates isan essential companion for those preparing for the PMP Certification Exam, as well as practitioners and consultants to a range of global industries.

CYNDI SNYDER DIONISIO, PMP, MBA is a well-known consultant with over 25 years of experience in project management. She has authored a dozen books related to project management. She is the Project, Program and Portfolio Management Lead at the International Institute for Learning.

Acknowledgments vii

About the Companion Website viii

Introduction ix

Audience ix

Organization ix

1 Starting the Project 1

1.1 Project Proposal 2

1.2 Business Case 5

1.3 Project Startup Canvas 9

1.4 Project Vision Statement 12

1.5 Project Charter 15

1.6 Project Brief 21

1.7 Project Roadmap 25

2 Project Plans 27

2.1 Scope Management Plan 28

2.2 Requirements Management Plan 32

2.3 Schedule Management Plan 36

2.4 Release Plan 40

2.5 Cost Management Plan 42

2.6 Quality Management Plan 45

2.7 Resource Management Plan 49

2.8 Communication Plan 53

2.9 Risk Management Plan 56

2.10 Procurement Management Plan 62

2.11 Stakeholder Engagement Plan 67

2.12 Change Management Plan 70

2.13 Project Management Plan 74

3 Project Documents 81

3.1 Change Request 82

3.2 Requirements Documentation 86

3.3 Requirements Traceability Matrix 89

3.4 Project Scope Statement 94

3.5 WBS Dictionary 97

3.6 Effort/Duration Estimates 100

3.7 Effort--Duration Estimating Worksheet 103

3.8 Cost Estimates 107

3.9 Cost Estimating Worksheet 109

3.10 Responsibility Assignment Matrix 114

3.11 Team Charter 117

3.12 Probability and Impact Assessment 121

3.13 Risk Data Sheet 127

3.14 Procurement Strategy 130

3.15 Source Selection Criteria 133

3.16 Stakeholder Analysis 136

3.17 User Story 138

3.18 Retrospective 140

4 Logs and Registers 143

4.1 Assumption Log 144

4.2 Backlog 147

4.3 Change Log 149

4.4 Decision Log 152

4.5 Issue Log 154

4.6 Stakeholder Register 157

4.7 Risk Register 160

4.8 Lessons Learned Register 163

5 Reports and Audits 167

5.1 Team Member Progress Report 167

5.2 Project Status Report 173

5.3 Variance Analysis Report 179

5.4 Earned Value Analysis 183

5.5 Risk Report 187

5.6 Contractor Status Report 193

5.7 Contract Closeout Report 197

5.8 Lessons Learned Report 201

5.9 Project Closeout Report 206

5.10 Quality Audit 210

5.11 Risk Audit 213

5.12 Procurement Audit 217

Appendix: Combination Templates 221

Index 231

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