Cover image for A Project Manager's Book of Forms, 3rd Edition

A Project Manager's Book of Forms, 3rd Edition

Author Cynthia Snyder Dionisio
Release Date: 2017/11/01
ISBN: 9781119393986
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Book Description

Essential project management forms aligned to the PMBOK® Guide—Sixth Edition

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.

Table of Contents

  1. Acknowledgments
  2. Introduction
    1. New for this Edition
    2. Audience
    3. Organization
  3. 1 Initiating Forms
    1. 1.0 Initiating Process Group
    2. 1.1 Project Charter
    3. 1.2 Assumption Log
    4. 1.3 Stakeholder Register
    5. 1.4 Stakeholder Analysis
  4. 2 Planning Forms
    1. 2.0 Planning Process Group
    2. 2.1 Project Management Plan
    3. 2.2 Change Management Plan
    4. 2.3 Project Roadmap
    5. 2.4 Scope Management Plan
    6. 2.5 Requirements Management Plan
    7. 2.6 Requirements Documentation
    8. 2.7 Requirements Traceability Matrix
    9. 2.8 Project Scope Statement
    10. 2.9 Work Breakdown Structure
    11. 2.10 WBS Dictionary
    12. 2.11 Schedule Management Plan
    13. 2.12 Activity List
    14. 2.13 Activity Attributes
    15. 2.14 Milestone List
    16. 2.15 Network Diagram
    17. 2.16 Duration Estimates
    18. 2.17 Duration Estimating Worksheet
    19. 2.18 Project Schedule
    20. 2.19 Cost Management Plan
    21. 2.20 Cost Estimates
    22. 2.21 Cost Estimating Worksheet
    23. 2.22 Cost Baseline
    24. 2.23 Quality Management Plan
    25. 2.24 Quality Metrics
    26. 2.25 Responsibility Assignment Matrix
    27. 2.26 Resource Management Plan
    28. 2.27 Team Charter
    29. 2.28 Resource Requirements
    30. 2.29 Resource Breakdown Structure
    31. 2.30 Communications Management Plan
    32. 2.31 Risk Management Plan
    33. 2.32 Risk Register
    34. 2.33 Risk Report
    35. 2.34 Probability and Impact Assessment
    36. 2.35 Probability and Impact Matrix
    37. 2.36 Risk Data Sheet
    38. 2.37 Procurement Management Plan
    39. 2.38 Procurement Strategy
    40. 2.39 Source Selection Criteria
    41. 2.40 Stakeholder Engagement Plan
  5. 3 Executing Forms
    1. 3.0 Executing Process Group
    2. 3.1 Issue Log
    3. 3.2 Decision Log
    4. 3.3 Change Request
    5. 3.4 Change Log
    6. 3.5 Lessons Learned Register
    7. 3.6 Quality Audit
    8. 3.7 Team Performance Assessment
    9. Note
  6. 4 Monitoring and Controlling Forms
    1. 4.0 Monitoring and Controlling Process Group
    2. 4.1 Team Member Status Report
    3. 4.2 Project Status Report
    4. 4.3 Variance Analysis
    5. 4.4 Earned Value Analysis
    6. 4.5 Risk Audit
    7. 4.6 Contractor Status Report
    8. 4.7 Procurement Audit
    9. 4.8 Contract Closeout Report
    10. 4.9 Product Acceptance FORM
  7. 5 Closing
    1. 5.0 Closing Process Group
    2. 5.1 Lessons Learned Summary
    3. 5.2 Project or Phase Closeout
  8. 6 Agile
    1. 6.1 Product Vision
    2. 6.2 Product Backlog
    3. 6.3 Release Plan
    4. 6.4 Retrospective
  9. Index
  10. EULA
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