PROJECT Manager FORMS & Templates E-book

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.

The content in this E-book include:

Part1. Initiating Forms

1.0 Initiating Process Group

1.1 Project Charter

1.2 Assumption Log

1.3 Stakeholder Register

1.4 Stakeholder Analysis

Part2. Planning Forms

2.0 Planning Process Group

2.1 Project Management Plan

2.2 Change Management Plan

2.3 Project Roadmap

2.4 Scope Management Plan

2.5 Requirements Management Plan

2.6 Requirements Documentation

2.7 Requirements Traceability Matrix

2.8 Project Scope Statement

2.9 Work Breakdown Structure

2.10 WBS Dictionary

2.11 Schedule Management Plan

2.12 Activity List

2.13 Activity Attributes

2.14 Milestone List

2.15 Network Diagram

2.16 Duration Estimates

2.17 Duration Estimating Worksheet

2.18 Project Schedule

2.19 Cost Management Plan

2.20 Cost Estimates

2.21 Cost Estimating Worksheet

2.22 Cost Baseline

2.23 Quality Management Plan

2.24 Quality Metrics

2.25 Responsibility Assignment Matrix

2.26 Resource Management Plan

2.27 Team Charter

2.28 Resource Requirements

2.29 Resource Breakdown Structure

2.30 Communications Management Plan

2.31 Risk Management Plan

2.32 Risk Register

2.33 Risk Report

2.34 Probability and Impact Assessment

2.35 Probability and Impact Matrix

2.36 Risk Data Sheet

2.37 Procurement Management Plan

2.38 Procurement Strategy

2.39 Source Selection Criteria

2.40 Stakeholder Engagement Plan

Part3. Executing Forms

3.0 Executing Process Group

3.1 Issue Log

3.2 Decision Log

3.3 Change Request

3.4 Change Log

3.5 Lessons Learned Register

3.6 Quality Audit

3.7 Team Performance Assessment

Part4. Monitoring and Controlling Forms

4.0 Monitoring and Controlling Process Group

4.1 Team Member Status Report

4.2 Project Status Report

4.3 Variance Analysis

4.4 Earned Value Analysis

4.5 Risk Audit

4.6 Contractor Status Report

4.7 Procurement Audit

4.8 Contract Closeout Report

4.9 Product Acceptance Form

Part5. Closing

5.0 Closing Process Group

5.1 Lessons Learned Summary

5.2 Project or Phase Closeout

5.3: Lessons Learned