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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 groupCustomize each form to suit each project's specific needsOrganize project data and implement a repeatable management processStreamline PMBOK® Guide implementation at any level of project management experienceInstead 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.
CYNTHIA SNYDER DIONISIO is an in-demand project management consultant. She is the lead instructor for Wiley Efficient Learning's Project Management Professional (PMP)® Exam Review Course, the author of six project management books, and the Project Chair for PMI's PMBOK® Guide Sixth Edition.
Acknowledgments viiIntroduction ixNew for this Edition ixAudience ixOrganization x1 Initiating Forms 11.0 Initiating Process Group 11.1 Project Charter 21.2 Assumption Log 91.3 Stakeholder Register 121.4 Stakeholder Analysis 152 Planning Forms 172.0 Planning Process Group 172.1 Project Management Plan 202.2 Change Management Plan 252.3 Project Roadmap 282.4 Scope Management Plan 302.5 Requirements Management Plan 332.6 Requirements Documentation 372.7 Requirements Traceability Matrix 402.8 Project Scope Statement 452.9 Work Breakdown Structure 492.10 WBS Dictionary 522.11 Schedule Management Plan 562.12 Activity List 592.13 Activity Attributes 622.14 Milestone List 652.15 Network Diagram 672.16 Duration Estimates 702.17 Duration Estimating Worksheet 732.18 Project Schedule 782.19 Cost Management Plan 822.20 Cost Estimates 852.21 Cost Estimating Worksheet 882.22 Cost Baseline 932.23 Quality Management Plan 952.24 Quality Metrics 992.25 Responsibility Assignment Matrix 1012.26 Resource Management Plan 1042.27 Team Charter 1092.28 Resource Requirements 1132.29 Resource Breakdown Structure 1162.30 Communications Management Plan 1182.31 Risk Management Plan 1212.32 Risk Register 1282.33 Risk Report 1312.34 Probability and Impact Assessment 1372.35 Probability and Impact Matrix 1422.36 Risk Data Sheet 1442.37 Procurement Management Plan 1472.38 Procurement Strategy 1522.39 Source Selection Criteria 1552.40 Stakeholder Engagement Plan 1583 Executing Forms 1633.0 Executing Process Group 1633.1 Issue Log 1653.2 Decision Log 1683.3 Change Request 1703.4 Change Log 1753.5 Lessons Learned Register 1783.6 Quality Audit 1813.7 Team Performance Assessment 1844 Monitoring and Controlling Forms 1894.0 Monitoring and Controlling Process Group 1894.1 Team Member Status Report 1914.2 Project Status Report 1964.3 Variance Analysis 2024.4 Earned Value Analysis 2064.5 Risk Audit 2094.6 Contractor Status Report 2134.7 Procurement Audit 2184.8 Contract Closeout Report 2224.9 Product Acceptance Form 2265 Closing 2295.0 Closing Process Group 2295.1 Lessons Learned Summary 2295.2 Project or Phase Closeout 2356 Agile 2396.1 Product Vision 2406.2 Product Backlog 2426.3 Release Plan 2446.4 Retrospective 246Index 249