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

CYNTHIA STACKPOLE SNYDER, PMP, EVP, MBA, 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. She is also the author of A User's Manual to the PMBOK® Guide, now in its second edition.

Introduction ix

1 Initiating Forms 1

1.0 Initiating Process Group / 1

1.1 Project Charter / 2

1.2 Stakeholder Register / 8

1.3 Stakeholder Analysis Matrix / 11

2 Planning Forms 13

2.0 Planning Process Group / 13

2.1 Project Management Plan / 16

2.2 Scope Management Plan / 20

2.3 Requirements Management Plan / 23

2.4 Requirements Documentation / 27

2.5 Requirements Traceability Matrix / 29

2.6 Project Scope Statement / 33

2.7 Assumption and Constraint Log / 36

2.8 Work Breakdown Structure / 38

2.9 WBS Dictionary / 40

2.10 Schedule Management Plan / 43

2.11 Activity List / 46

2.12 Activity Attributes / 48

2.13 Milestone List / 51

2.14 Network Diagram / 53

2.15 Activity Resource Requirements / 55

2.16 Resource Breakdown Structure / 57

2.17 Activity Duration Estimates / 59

2.18 Duration Estimating Worksheet / 61

2.19 Project Schedule / 65

2.20 Cost Management Plan / 68

2.21 Activity Cost Estimates / 71

2.22 Cost Estimating Worksheet / 73

2.23 Cost Baseline / 78

2.24 Quality Management Plan / 80

2.25 Quality Metrics / 83

2.26 Process Improvement Plan / 85

2.27 Responsibility Assignment Matrix / 91

2.28 Roles and Responsibilities / 93

2.29 Human Resource Management Plan / 96

2.30 Communications Management Plan / 100

2.31 Risk Management Plan / 102

2.32 Risk Register / 109

2.33 Probability and Impact Assessment / 112

2.34 Probability and Impact Matrix / 117

2.35 Risk Data Sheet / 119

2.36 Procurement Management Plan / 122

2.37 Source Selection Criteria / 127

2.38 Stakeholder Management Plan / 129

2.39 Change Management Plan / 132

3 Executing Forms 135

3.0 Executing Process Group / 135

3.1 Team Member Status Report / 137

3.2 Change Request / 143

3.3 Change Log / 148

3.4 Decision Log / 150

3.5 Quality Audit / 152

3.6 Team Directory / 155

3.7 Team Operating Agreement / 157

3.8 Team Performance Assessment / 160

3.9 Team Member Performance Assessment / 165

3.10 Issue Log / 170

4 Monitoring and Control Forms 173

4.0 Monitoring and Controlling Process Group / 173

4.1 Project Performance Report / 175

4.2 Variance Analysis / 181

4.3 Earned Value Status / 185

4.4 Risk Audit / 188

4.5 Contractor Status Report / 192

4.6 Formal Acceptance / 196

5 Closing 199

5.0 Closing Process Group / 199

5.1 Procurement Audit / 199

5.2 Contract Close-Out / 203

5.3 Project or Phase Close-Out / 207

5.4 Lessons Learned / 211

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