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

236 Pages·2013·4.649 MB·English

by  Cynthia Stackpole Snyder

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A PROJECT
MANAGER’S
BOOK OF FORMS
Second Edition
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A PROJECT
MANAGER’S
BOOK OF FORMS
Second Edition
®
A Companion to the PMBOK Guide,
Fifth Edition
Cynthia Stackpole Snyder
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Cover Design: John Wiley & Sons, Inc.
Cover Illustration: © Sashkinw/iStockphoto
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Copyright © 2013 by John Wiley & Sons, Inc. All rights reserved
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Published simultaneously in Canada
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Founded in 1969, PMI has more than 650,000 members and credential holders in 185 countries. PMI’s Project Management
Professional (PMP) credential is globally recognized as the gold standard credential in project management.
© 2013 Project Management Institute, Inc. All rights reserved.
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Library of Congress Cataloging-in-Publication Data available on request
ISBN: 978-1-118-43078-1; 978-111-8-53740-4 (ebk.); 978-111-8-53743-5 (ebk.); 978-111-8-53752-7 (ebk.)
Printed in the United States of America
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CCoonntteennttss
Acknowledgments vii 2.19 Project Schedule / 65
2.20 Cost Management Plan / 68
Introduction ix
2.21 Activity Cost Estimates / 71
1 Initiating Forms 1
2.22 Cost Estimating Worksheet / 73
1.0 Initiating Process Group / 1
2.23 Cost Baseline / 78
1.1 Project Charter / 2
2.24 Quality Management Plan / 80
1.2 Stakeholder Register / 8
2.25 Quality Metrics / 83
1.3 Stakeholder Analysis Matrix / 11
2.26 Process Improvement Plan / 85
2 Planning Forms 13 2.27 Responsibility Assignment
Matrix / 91
2.0 Planning Process Group / 13
2.28 Roles and Responsibilities / 93
2.1 Project Management Plan / 16
2.29 Human Resource Management
2.2 Scope Management Plan / 20
Plan / 96
2.3 Requirements Management
2.30 Communications Management
Plan / 23
Plan / 100
2.4 Requirements Documentation / 27
2.31 Risk Management Plan / 102
2.5 Requirements Traceability
2.32 Risk Register / 109
Matrix / 29
2.33 Probability and Impact
2.6 Project Scope Statement / 33
Assessment / 112
2.7 Assumption and Constraint
2.34 Probability and Impact
Log / 36
Matrix / 117
2.8 Work Breakdown Structure / 38
2.35 Risk Data Sheet / 119
2.9 WBS Dictionary / 40
2.36 Procurement Management
2.10 Schedule Management Plan / 43
Plan / 122
2.11 Activity List / 46
2.37 Source Selection Criteria / 127
2.12 Activity Attributes / 48
2.38 Stakeholder Management Plan / 129
2.13 Milestone List / 51
2.39 Change Management Plan / 132
2.14 Network Diagram / 53
3 Executing Forms 135
2.15 Activity Resource
Requirements / 55 3.0 Executing Process Group / 135
2.16 Resource Breakdown Structure / 57 3.1 Team Member Status Report / 137
2.17 Activity Duration Estimates / 59 3.2 Change Request / 143
2.18 Duration Estimating Worksheet / 61 3.3 Change Log / 148
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vi Contents
3.4 Decision Log / 150 4.2 Variance Analysis / 181
3.5 Quality Audit / 152 4.3 Earned Value Status / 185
3.6 Team Directory / 155 4.4 Risk Audit / 188
3.7 Team Operating Agreement / 157 4.5 Contractor Status Report / 192
3.8 Team Performance
4.6 Formal Acceptance / 196
Assessment / 160
3.9 Team Member Performance 5 Closing 199
Assessment / 165
5.0 Closing Process Group / 199
3.10 Issue Log / 170
5.1 Procurement Audit / 199
4 Monitoring and Control Forms 173 5.2 Contract Close-Out / 203
4.0 Monitoring and Controlling Process 5.3 Project or Phase Close-Out / 207
Group / 173
5.4 Lessons Learned / 211
4.1 Project Performance Report / 175
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Acknowledgments
First and foremost, thank you to my husband Dexter Dionisio for helping me with the forms in this second edi-
tion. I know it was a thankless and tedious job and I so appreciate your help. Your support for me in all my writing
efforts means so much to me.
I would also like to thank members of the core committee from the PMBOK® Guide—Fifth Edition for
reviewing all the descriptions to make sure they are aligned with the latest edition of the standard for project
management.  In particular, a big thank you to Dave Violette, Project Chair for the development of the PMBOK®
Guide—Fifth Edition, Marie Gunnerson, George Jucan, Theofanis C. Giotis, Mercedes Martinez Sanz, and Nick
Clemens.
Thank you to Amanda Miller and Bob Argentieri for bringing me out to lovely Hoboken to strategize the new
approach for this second edition of the Book of Forms. I think our brainstorming efforts paid off. I think the look,
feel and usability of the second edition is better than the fi rst.
Thank you again to Dan Magers, Amy Odum and Kerstin Nasdeo for your efforts in organizing all the
post-writing work to get everything organized, laid out, and through production. I always appreciate your
professionalism.
I appreciate Donn Greenburg, Barbara Walsh, Amy Goretzky, and Roberta Storer for the work you all do to
support this book and the other publications we work on. I am looking forward to the electronic spinoffs for the
forms and I appreciate your support with that project!
A special shout out to Bisk Education, Villanova faculty, Chuck Arnao, and all the Villanova students who use
this book. Thank you for purchasing and using this book. I hope it helps you!
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