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A Project Manager's Book of Forms: A Companion to the PMBOK Guide, 2nd Edition

ISBN: 978-1-118-43078-1
240 pages
February 2013
A Project Manager


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.

(PMBOK is a registered marks of the Project Management Institute, Inc.)

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Table of Contents

Acknowledgments vii

Introduction ix

1 Initiating Forms 1

1.0 Initiating Process Group 1

1.1 Project Charter 2

1.2 Stakeholder Register 8

1.3 Stakeholder Analysis Matrix 11

2 Planning Forms 13

2.0 Planning Process Group 13

2.1 Project Management Plan 16

2.2 Scope Management Plan 20

2.3 Requirements Management Plan 23

2.4 Requirements Documentation 27

2.5 Requirements Traceability Matrix 29

2.6 Project Scope Statement 33

2.7 Assumption and Constraint Log 36

2.8 Work Breakdown Structure 38

2.9 WBS Dictionary 40

2.10 Schedule Management Plan 43

2.11 Activity List 46

2.12 Activity Attributes 48

2.13 Milestone List 51

2.14 Network Diagram 53

2.15 Activity Resource Requirements 55

2.16 Resource Breakdown Structure 57

2.17 Activity Duration Estimates 59

2.18 Duration Estimating Worksheet 61

2.19 Project Schedule 65

2.20 Cost Management Plan 68

2.21 Activity Cost Estimates 71

2.22 Cost Estimating Worksheet 73

2.23 Cost Baseline 78

2.24 Quality Management Plan 80

2.25 Quality Metrics 83

2.26 Process Improvement Plan 85

2.27 Responsibility Assignment Matrix 91

2.28 Roles and Responsibilities 93

2.29 Human Resource Management Plan 96

2.30 Communications Management Plan 100

2.31 Risk Management Plan 102

2.32 Risk Register 109

2.33 Probability and Impact Assessment 112

2.34 Probability and Impact Matrix 117

2.35 Risk Data Sheet 119

2.36 Procurement Management Plan 122

2.37 Source Selection Criteria 127

2.38 Stakeholder Management Plan 129

2.39 Change Management Plan 132

3 Executing Forms 135

3.0 Executing Process Group 135

3.1 Team Member Status Report 137

3.2 Change Request 143

3.3 Change Log 148

3.4 Decision Log 150

3.5 Quality Audit 152

3.6 Team Directory 155

3.7 Team Operating Agreement 157

3.8 Team Performance Assessment 160

3.9 Team Member Performance Assessment 165

3.10 Issue Log 170

4 Monitoring and Control Forms 173

4.0 Monitoring and Controlling Process Group 173

4.1 Project Performance Report 175

4.2 Variance Analysis 181

4.3 Earned Value Status 185

4.4 Risk Audit 188

4.5 Contractor Status Report 192

4.6 Formal Acceptance 196

5 Closing 199

5.0 Closing Process Group 199

5.1 Procurement Audit 199

5.2 Contract Close-Out 203

5.3 Project or Phase Close-Out 207

5.4 Lessons Learned 211

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Author Information

CYNTHIA STACKPOLE SNYDER, PMP, EVP, MBA, is a well-known project management consultant and was the project manager for the team that updated PMI's Project Management Body of Knowledge—Fourth Edition. She is also the author of A User's Manual to the PMBOK® Guide, now in its second edition.

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Press Release

February 27, 2013
A Project Manager's Book of Forms

With the recent release of the PMBOK® GUIDE -- FIFTH EDITION, project management professionals need help implementing these new standards and students need help comprehending them in order to pass the PMP® Exam. As the industry continues to flourish, organizations understand that the role of project management plays an integral part in achieving success and remaining competitive. Wiley releases four new titles on project management, to aid professionals with their specific needs.

The first release MAKING EFFECTIVE BUSINESS DECISIONS USING MICROSOFT PROJECT: (Wiley; February 4. 2013; 978-1-118-097397; $75.00) by Tim Runcie and Mark Dochtermann, is a guidebook that is designed to be read and referenced by those who operate within a Project Management Operation, or are affected by the adoption of project management within the organization. MAKING EFFECTIVE BUSINESS DECISIONS USING MICROSOFT PROJECT focuses on providing practical and transitional information for those in charge of making decisions as well as:

  • Covers work management using Microsoft Project at multiple levels within an organization
  • Focuses on using Microsoft Project 2010 to integrate and support overall organizational strategies
  • Includes hundreds of graphics, screen shots and annotations that make it the most accessible and usable guide available on the subject.

The second and third release, A USER’S MANUAL TO THE PMBOK® GUIDE -- FIFTH EDITION (Wiley; March 4, 2013; 978-1-118-431078; $75.00)and A PROJECT MANAGER’S BOOK OF FORMS: A COMPANION TO THE PMBOK® GUIDE --   FIFTH EDITION (Wiley, March 4 2013; 978-1-118-430781; $80.00)by Cynthia Stackpole Snyder, provide valuable information to help individuals understand and pass the “Project Management Professional” certification exam. A USER’S MANUAL TO THE PMBOK® GUIDE -- FIFTH EDITION, is the ultimate resource for professionals in the industry. It is a must-have manual to use the latest edition of the PMBOK® Guide and is a valuable studying and training device for students taking the PMP® Exam. A PROJECT MANAGER’S BOOK OF FORMS, is intended specifically to assist both new and experienced project managers in handling all aspects of a project. This edition contains forms that cover all the process groups: initiation, planning, executing, monitoring and controlling and closing. It also includes some forms not mentioned in the PMBOK® Guide, which professionals will find helpful in managing their project, as well as editable electronic versions of all the blank forms, in Microsoft Office-compatible format on an accompanying website.

The last release PROJECT MANAGEMENT: A SYSTEMS APPROACH TO PLANNING, SCHEDULING AND CONTROLLING, 11TH EDITION (Wiley; March 25, 2013; 978-1-118-022276; $99.99) by Harold Kerzner, is an updated edition of the best-selling "bible" for students and professionals aligned with PMI’s latest release of the PMBOK Guide. It maintains the streamlined approach of the prior editions and moves the content even closer to PMI’ Project Management Body of Knowledge (PMBOK). This new edition offers new sections on added value, business intelligence, and project governance. It includes 400 discussion questions and more than 125 multiple-choice questions, and serves as an excellent study guide for the PMP Certification Exam. In addition it provides 25 case studies covering a variety of industries, almost all of which are real-world situations drawn from the author’s practice.

Author Bios:


Tim Runcie, President of Advisicon, is an industry-recognized technology and methodology expert. His twenty-plus year career has helped organizations leverage technologies (including Project, Project Server, and SharePoint) to achieve better ROI and cultural maturity in project, program, and portfolio management.

Mark 'Doc' Dochtermann has spent more than thirty years working in almost every major corporation: from IBM, Oracle, Microsoft, Xerox, and in organizations that are focused on project and portfolio management.

ADVISICON is a consulting firm that delivers strategic project control solutions using advanced project and portfolio management methodologies, custom application development, and consultative training. Their clients throughout North America and Latin America have realized quantifiable results through a unique approach of combining knowledge transfer, optimization and sustainability of processes, and technology while increasing stakeholder competencies.


Cynthia Stackpole Snyder, PMP, MBA, EVP, is a professional project management consultant, instructor, and author of eight books on project management. She has experience in training for the corporate, public sector and academic environment for clients such as Hewlett Packard, Medtronic, and the Central Intelligence Agency. Cynthia is an active volunteer with the Project Management Institute, and currently sits on the Standards Member Advisory Group. Cynthia was the Project Manager for the PMBOK® Guide – Fourth Edition.


Harold Kerzner, Boynton Beach, FL, PhD, is Senior Executive Director for Project Management at International Institute of Learning, Inc. (IIL) -- a global learning solutions company offering professional training and consulting services worldwide. Dr. Kerzner's profound effect on the project management industry inspired IIL to establish the Kerzner International Project Manager of the Year Award, which is presented to a distinguished PMP® or global equivalent each year. More recently, IIL donated $1 million to the Project Management Institute Educational Foundation (PMIEF) to establish the Dr. Harold Kerzner Scholarship Fund. To learn more about Dr. Kerzner's "Achieving PM Excellence" courses as well as his podcast series, visit www.IIL.com.

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