Project Manager's Book of Forms: A Companion to the PMBOK Guide
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A handy compendium of ready-made forms for managing every projectThis valuable companion to A Guide to the Project Management Body of Knowledge (PMBOK® Guide)—Fourth Edition presents project managers with a comprehensive and practical set of forms and reports that help them apply the concepts and practices described in the PMBOK® Guide. Written by the project manager of the team that updated PMI's PMBOK® Guide—Fourth Edition, A Project Manager's Book of Forms is designed specifically to help both new and experienced project managers handle all aspects of a project. The forms cover all the Process Groups: Initiating, Planning, Executing, Monitoring and Controlling, and Closing. It even includes some forms not mentioned in the PMBOK® Guide, which you will find helpful in managing your project.Use the forms as a guide in collecting and organizing project information, or as a template for ensuring a set of consistent data on all projects. The forms can also be adopted on an organizational level to enable a repeatable approach to project management.For your convenience, completely editable electronic versions of all the blank forms, in Microsoft® Office–compatible format, are on the included CD-ROM. You may use them as is or tailor them to your own needs.The PMBOK® Guide covers the processes for managing a project; this book gives you a handy road map of forms to use to make every project just a bit smoother from start to finish.
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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