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

This source book of forms and procedures for using them follows exactly the content of the Project Management Body of Knowledge Guide, 4E.

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.

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Cynthia Snyder Stackpole 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.

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Table of Contents:

 

1. Introduction.

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.

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 (WBS).

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 Risk Rating.

3.31 Risk data sheet.

3.32 Procurement management plan.

3.33 Project management plan.

3.34 Configuration management plan.

3.35 Change Management Plan.

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.

4.12 Procurement Criteria Evaluation.

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 Report.

5.5 Risk Audit.

5.6 Contractor Status Report.

5.7 Product acceptance Form.

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.

About the CD.

Index.

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256 pages, Paperback