A Project Manager's Book of Forms

A Companion to the PMBOK Guide

Cynthia Snyder Dionisio

• Publisher: Wiley
• Year: 2017
• Print ISBN: 9781119393986
• eBook ISBN: 9781119394006
• Edition: 3
• Topic: Technology & Engineering
• Subtopic: Industrial Engineering
• Index: Technology & Engineering

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.

1
Initiating Forms

1.0 INITIATING PROCESS GROUP

The purpose of the Initiating Process Group is to authorize a project, provide a high-level definition of the project, and identify stakeholders. There are two processes in the Initiating Process Group:

• Develop project charter
• Identify stakeholders

The intent of the Initiating Process Group is to at least:

• Authorize a project
• Identify project objectives
• Define the initial scope of the project
• Obtain organizational commitment
• Assign a project manager
• Identify project stakeholders

As the first processes in the project, the initiating processes are vital to starting a project effectively. These processes can be revisited throughout the project for validation and elaboration as needed.

The forms used to document initiating information include:

• Project charter
• Assumption log
• Stakeholder register
• Stakeholder analysis

These forms are consistent with the information in the PMBOK® Guide – Sixth Edition. Tailor them to meet the needs of your project by editing, combining, or revising them.

1.1 PROJECT CHARTER

The project charter is a document that formally authorizes a project or phase. The project charter defines the reason for the project and assigns a project manager and his or her authority level for the project. The contents of the charter describe the p...

Table of contents

• Cover
• Title Page
• Copyright
• Acknowledgments
• Introduction
• 1 Initiating Forms
• 2 Planning Forms
• 3 Executing Forms
• 4 Monitoring and Controlling Forms
• 5 Closing
• 6 Agile
• Index
• EULA