A Project Manager's Book of Forms: A Companion to the PMBOK Guide, 5th Edition

A Project Manager's Book of Forms: A Companion to the PMBOK Guide, 5th Edition

by Cynthia Stackpole Snyder
Released February 2013
Publisher(s): Wiley
ISBN: 9781118430781

Read it now on the O’Reilly learning platform with a 10-day free trial.

O’Reilly members get unlimited access to books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.

Start your free trial

Book description

A compendium of ready-made forms for managing every project in line with the latest PMBOK® Guide—Fifth Edition

This valuable companion to the Project Management Institute's A Guide to the Project Management Body of Knowledge (PMBOK® Guide)—Fifth Edition presents a comprehensive and practical set of forms and reports that help project managers apply the concepts and practices described in the PMBOK® Guide.

Designed specifically to assist both new and experienced project managers in handling all aspects of a project, this edition of A Project Manager's Book of Forms contains forms that cover all the process groups: initiating, planning, executing, monitoring and controlling, and closing. It also 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.

Completely editable electronic versions of all the blank forms, in Microsoft Office-compatible format, are available on an accompanying website. 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.

Table of contents

  1. Cover
  2. Contents
  3. Title
  4. Copyright
  5. Acknowledgments
  6. Introduction
  7. Chapter 1: Initiating Forms
    1. 1.0 Initiating Process Group
    2. 1.1 Project Charter
    3. 1.2 Stakeholder Register
    4. 1.3 Stakeholder Analysis Matrix
  8. Chapter 2: Planning Forms
    1. 2.0 Planning Process Group
    2. 2.1 Project Management Plan
    3. 2.2 Scope Management Plan
    4. 2.3 Requirements Management Plan
    5. 2.4 Requirements Documentation
    6. 2.5 Requirements Traceability Matrix
    7. 2.6 Project Scope Statement
    8. 2.7 Assumption and Constraint Log
    9. 2.8 Work Breakdown Structure
    10. 2.9 WBS Dictionary
    11. 2.10 Schedule Management Plan
    12. 2.11 Activity List
    13. 2.12 Activity Attributes
    14. 2.13 Milestone List
    15. 2.14 Network Diagram
    16. 2.15 Activity Resource Requirements
    17. 2.16 Resource Breakdown Structure
    18. 2.17 Activity Duration Estimates
    19. 2.18 Duration Estimating Worksheet
    20. 2.19 Project Schedule
    21. 2.20 Cost Management Plan
    22. 2.21 Activity Cost Estimates
    23. 2.22 Cost Estimating Worksheet
    24. 2.23 Cost Baseline
    25. 2.24 Quality Management Plan
    26. 2.25 Quality Metrics
    27. 2.26 Process Improvement Plan
    28. 2.27 Responsibility Assignment Matrix
    29. 2.28 Roles and Responsibilities
    30. 2.29 Human Resource Management Plan
    31. 2.30 Communications Management Plan
    32. 2.31 Risk Management Plan
    33. 2.32 Risk Register
    34. 2.33 Probability and Impact Assessment
    35. 2.34 Probability and Impact Matrix
    36. 2.35 Risk Data Sheet
    37. 2.36 Procurement Management Plan
    38. 2.37 Source Selection Criteria
    39. 2.38 Stakeholder Management Plan
    40. 2.39 Change Management Plan
  9. Chapter 3: Executing Forms
    1. 3.0 Executing Process Group
    2. 3.1 Team Member Status Report
    3. 3.2 Change Request
    4. 3.3 Change Log
    5. 3.4 Decision Log
    6. 3.5 Quality Audit
    7. 3.6 Team Directory
    8. 3.7 Team Operating Agreement
    9. 3.8 Team Performance Assessment
    10. 3.9 Team Member Performance Assessment
    11. 3.10 Issue Log
  10. Chapter 4: Monitoring and Control Forms
    1. 4.0 Monitoring and Controlling Process Group
    2. 4.1 Project Performance Report
    3. 4.2 Variance Analysis
    4. 4.3 Earned Value Status
    5. 4.4 Risk Audit
    6. 4.5 Contractor Status Report
    7. 4.6 Formal Acceptance
  11. Chapter 5: Closing
    1. 5.0 Closing Process Group
    2. 5.1 Procurement Audit
    3. 5.2 Contract Close-Out
    4. 5.3 Project or Phase Close-Out
    5. 5.4 Lessons Learned
  12. Index

Product information

  • Title: A Project Manager's Book of Forms: A Companion to the PMBOK Guide, 5th Edition
  • Author(s): Cynthia Stackpole Snyder
  • Release date: February 2013
  • Publisher(s): Wiley
  • ISBN: 9781118430781