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Project Management Checklists For Dummies
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Project Management Checklists For Dummies
by Nick Graham
Project Management Checklists For Dummies
Introduction
Introduction
About this Book
Foolish Assumptions
Icons Used in This book
Beyond the Book
Where to Go from Here
Part I: Understanding Projects and Checklists
Chapter 1: Using Checklists and Templates in Projects
Using the Checklists
Using Lists As An Expert – Or Not
Understanding Checklist Types
Using Templates
Understanding Project Structure
Kicking off the project
Doing the Planning
Delivering Project Products
Closing the Project
Evaluating the Project
Chapter 2: The Key Documents
Kick Off
Project Planning
The major planning documents
The logs
Two checklists
Project Control
Thinking About What You Need
Chapter 3: Using Project Standards
Standardising Internationally
Following a PMBoK
Using a Project Method
Using Checklists with Standards
Part II: Checklists for Kick Off
Chapter 4: Kicking Off the Project
The Idea Checklist
The Recommendation Checklist
Consultation Checklist
The Outline Checklist
The Ready-to-roll Checklist
Planning Stage Checklist
Chapter 5: Checking the Justification and Benefits
Project Justification Checklist
Benefit Types Checklist
Benefits Consultation Checklist
Measurement Points Checklist
Benefits Checklist
Savings
Gains
Disadvantages Checklist
Chapter 6: Tackling the Roles and Responsibilities
Project Roles Checklist
Project Steering Group Checklist
Sponsor Checklist
Project User Checklist
Project Supplier Checklist
Optional PSG Roles
Project Manager Checklist
Optional Management Roles
Team Leader Checklist
Project Audit Checklist
What you’re responsible for
What you’re not responsible for
Project Administration Checklist
Chapter 7: Templates for Kick Off
The Idea
The Recommendation
Outline Charter
Part III: Checklists for Planning
Chapter 8: Creating the Plans
Business Case Checklist
Product Planning Checklist
Activity Planning Checklist
Resources - Staff Checklist
Resources –Equipment Checklist
Resources – Facilities Checklist
Budget Checklist
The Four Dogs Checklist
Risk Category Checklist
Risk Action Checklist
Risk Plan Checklist
Quality Plan Checklist
Stakeholder Log Checklist
Stakeholder Plan Checklist
Communications Plan Checklist
Inbound communications
Comms within the project
Outbound communications
Types of Project Memo
Communication Media Checklist
Procurement Plan Checklist
Chapter 9: Establishing Controls
Project Characteristics Checklist
Stage Decision Checklist
Progress Report Checklist
Problem Solving Checklist
Timing problems
Resourcing problems
Spending problems
Change Checklist
Change Options Checklist
Communication Pattern Checklist
Quality Crosscheck Checklist
Risk Review Checklist
Project Log Checklist
Lessons Checklist
Chapter 10: Managing the People
Three Areas to Watch
Performance Levels
The Motivation Checklist
Motivation Points Checklist
Performance Problems Checklist
Motivator and Hygiene Checklist
Stage Briefing Checklist
Supplier Staff Checklist
Chapter 11: Templates for Planning
Header Block
The Project Charter
Business Case
The Project Management Plan
Procurement Plan
Quality Plan
Risk Plan
Stakeholder Plan
Communication Plan
Part IV: Checklists for Project Control
Chapter 12: Checking Each Stage
Team Progress Checklist
Team Visit Checklist
Stage Check Checklist
Risk Check Checklist
Business Case Check Checklist
Supplier Check Checklist
Stakeholder Check Checklist
Readiness Check Checklist
Lessons Checklist
Chapter 13: Stage Reporting
Team Progress Report Checklist
Stage Progress Report Checklist
Risk Report Checklist
Financial Report Checklist
Chapter 14: Conducting a Stage Gate
The ‘Look Back’ Checklist
The ‘Current State’ Checklist
The ‘Look Forward’ Checklist
PM’s Stage Gate Checklist
Chapter 15: Reviewing the Project
Closing and Evaluating a Project in PRINCE2 and PRIME
Project Completion Checklist
Crash Stop Checklist
Evaluation Plan Checklist
Chapter 16: Templates for Control
Change Log Entry
Change Log Overview
Product Definition
Project Log
Risk Log Entry
Risk Log Overview
Stakeholder Log
Quality Checklist Template
Version Control Record
Work Checklist Template
Work Package
Stage Gate Agenda
The Last Stage
The Present Position
The next stage
Conclusion
Chapter 17: Templates for Reporting
Team Progress Report
Stage Progress Report
Stage Completion Report
Project Completion Report
Project Evaluation Report
Part V: More Project Checklists
Chapter 18: Taking Over an Existing Project
Project Manager Checklist
‘Problem Project’ Checklist
‘Problem Project’ Actions
Sponsor Checklist
Chapter 19: Auditing Someone Else’s Project
Audit Focus Checklist
Outline Charter Audit Checklist
Planning Audit Checklist
Project Charter Audit Checklist
PMP Audit Checklist
Project Plan Audit Checklist
Risk Plan Audit Checklist
Quality Plan Audit Checklist
Project Controls Audit Checklist
Stage Audit Checklist
Stage Gate Audit Checklist
Project Closure Audit Checklist
Chapter 20: Finding Useful Techniques
Planning Techniques Checklist
Control Techniques Checklist
Business Case Techniques Checklist
Risk Techniques Checklist
Part VI: The Part of Tens
Chapter 21: Ten Sets of AKAs
Kick Off
Planning Stage
Plans
Organisation
Project Roles
Support services
Stages
Control
Closure
Evaluation
Chapter 22: Ten Tips for Effective Planning
Balancing the Plans
Using Planning Levels
Using Stage Plans
Basing Planning on Products
Consulting Others
Working Hard At Estimates
Being Brutally Realistic
Levelling the Resource
Adding Contingency
Updating the Plan
Chapter 23: Ten Tips for Estimating
Holding Historical Data
Thinking ‘Retrieval’
Maintaining Accessibility
Modifying Generic Data
Using the PERT formula
Consulting the Delphi Oracle
Estimating When You’re Not Sure
Stating Your Confidence Level
Using the Three Strand Rope
About the Author
Cheat Sheet
More Dummies Products
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Introduction
Project Management Checklists For Dummies
Visit
www.dummies.com/cheatsheet/pmchecklists
to view this book's cheat sheet.
Table of Contents
Introduction
About this Book
Foolish Assumptions
Icons Used in This book
Beyond the Book
Where to Go from Here
Part I: Understanding Projects and Checklists
Chapter 1: Using Checklists and Templates in Projects
Using the Checklists
Using Lists As An Expert – Or Not
Understanding Checklist Types
Using Templates
Understanding Project Structure
Kicking off the project
Doing the Planning
Delivering Project Products
Closing the Project
Evaluating the Project
Chapter 2: The Key Documents
Kick Off
Project Planning
The major planning documents
The logs
Two checklists
Project Control
Thinking About What You Need
Chapter 3: Using Project Standards
Standardising Internationally
Following a PMBoK
Using a Project Method
Using Checklists with Standards
Part II: Checklists for Kick Off
Chapter 4: Kicking Off the Project
The Idea Checklist
The Recommendation Checklist
Consultation Checklist
The Outline Checklist
The Ready-to-roll Checklist
Planning Stage Checklist
Chapter 5: Checking the Justification and Benefits
Project Justification Checklist
Benefit Types Checklist
Benefits Consultation Checklist
Measurement Points Checklist
Benefits Checklist
Savings
Gains
Disadvantages Checklist
Chapter 6: Tackling the Roles and Responsibilities
Project Roles Checklist
Project Steering Group Checklist
Sponsor Checklist
Project User Checklist
Project Supplier Checklist
Optional PSG Roles
Project Manager Checklist
Optional Management Roles
Team Leader Checklist
Project Audit Checklist
What you’re responsible for
What you’re not responsible for
Project Administration Checklist
Chapter 7: Templates for Kick Off
The Idea
The Recommendation
Outline Charter
Part III: Checklists for Planning
Chapter 8: Creating the Plans
Business Case Checklist
Product Planning Checklist
Activity Planning Checklist
Resources - Staff Checklist
Resources –Equipment Checklist
Resources – Facilities Checklist
Budget Checklist
The Four Dogs Checklist
Risk Category Checklist
Risk Action Checklist
Risk Plan Checklist
Quality Plan Checklist
Stakeholder Log Checklist
Stakeholder Plan Checklist
Communications Plan Checklist
Inbound communications
Comms within the project
Outbound communications
Types of Project Memo
Communication Media Checklist
Procurement Plan Checklist
Chapter 9: Establishing Controls
Project Characteristics Checklist
Stage Decision Checklist
Progress Report Checklist
Problem Solving Checklist
Timing problems
Resourcing problems
Spending problems
Change Checklist
Change Options Checklist
Communication Pattern Checklist
Quality Crosscheck Checklist
Risk Review Checklist
Project Log Checklist
Lessons Checklist
Chapter 10: Managing the People
Three Areas to Watch
Performance Levels
The Motivation Checklist
Motivation Points Checklist
Performance Problems Checklist
Motivator and Hygiene Checklist
Stage Briefing Checklist
Supplier Staff Checklist
Chapter 11: Templates for Planning
Header Block
The Project Charter
Business Case
The Project Management Plan
Procurement Plan
Quality Plan
Risk Plan
Stakeholder Plan
Communication Plan
Part IV: Checklists for Project Control
Chapter 12: Checking Each Stage
Team Progress Checklist
Team Visit Checklist
Stage Check Checklist
Risk Check Checklist
Business Case Check Checklist
Supplier Check Checklist
Stakeholder Check Checklist
Readiness Check Checklist
Lessons Checklist
Chapter 13: Stage Reporting
Team Progress Report Checklist
Stage Progress Report Checklist
Risk Report Checklist
Financial Report Checklist
Chapter 14: Conducting a Stage Gate
The ‘Look Back’ Checklist
The ‘Current State’ Checklist
The ‘Look Forward’ Checklist
PM’s Stage Gate Checklist
Chapter 15: Reviewing the Project
Closing and Evaluating a Project in PRINCE2 and PRIME
Project Completion Checklist
Crash Stop Checklist
Evaluation Plan Checklist
Chapter 16: Templates for Control
Change Log Entry
Change Log Overview
Product Definition
Project Log
Risk Log Entry
Risk Log Overview
Stakeholder Log
Quality Checklist Template
Version Control Record
Work Checklist Template
Work Package
Stage Gate Agenda
The Last Stage
The Present Position
The next stage
Conclusion
Chapter 17: Templates for Reporting
Team Progress Report
Stage Progress Report
Stage Completion Report
Project Completion Report
Project Evaluation Report
Part V: More Project Checklists
Chapter 18: Taking Over an Existing Project
Project Manager Checklist
‘Problem Project’ Checklist
‘Problem Project’ Actions
Sponsor Checklist
Chapter 19: Auditing Someone Else’s Project
Audit Focus Checklist
Outline Charter Audit Checklist
Planning Audit Checklist
Project Charter Audit Checklist
PMP Audit Checklist
Project Plan Audit Checklist
Risk Plan Audit Checklist
Quality Plan Audit Checklist
Project Controls Audit Checklist
Stage Audit Checklist
Stage Gate Audit Checklist
Project Closure Audit Checklist
Chapter 20: Finding Useful Techniques
Planning Techniques Checklist
Control Techniques Checklist
Business Case Techniques Checklist
Risk Techniques Checklist
Part VI: The Part of Tens
Chapter 21: Ten Sets of AKAs
Kick Off
Planning Stage
Plans
Organisation
Project Roles
Support services
Stages
Control
Closure
Evaluation
Chapter 22: Ten Tips for Effective Planning
Balancing the Plans
Using Planning Levels
Using Stage Plans
Basing Planning on Products
Consulting Others
Working Hard At Estimates
Being Brutally Realistic
Levelling the Resource
Adding Contingency
Updating the Plan
Chapter 23: Ten Tips for Estimating
Holding Historical Data
Thinking ‘Retrieval’
Maintaining Accessibility
Modifying Generic Data
Using the PERT formula
Consulting the Delphi Oracle
Estimating When You’re Not Sure
Stating Your Confidence Level
Using the Three Strand Rope
About the Author
Cheat Sheet
More Dummies Products
Guide
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