A Project Manager's Book of Templates (eBook)

CYNTHIA SNYDER DIONISIO, PMP, MBA is a well-known consultant with over 25 years of experience in project management. She has authored a dozen books related to project management. She is the Project, Program and Portfolio Management Lead at the International Institute for Learning.

Acknowledgments vii

About the Companion Website viii

Introduction ix

Audience ix

Organization ix

1 Starting the Project 1

1.1 Project Proposal 2

1.2 Business Case 5

1.3 Project Startup Canvas 9

1.4 Project Vision Statement 12

1.5 Project Charter 15

1.6 Project Brief 21

1.7 Project Roadmap 25

2 Project Plans 27

2.1 Scope Management Plan 28

2.2 Requirements Management Plan 32

2.3 Schedule Management Plan 36

2.4 Release Plan 40

2.5 Cost Management Plan 42

2.6 Quality Management Plan 45

2.7 Resource Management Plan 49

2.8 Communication Plan 53

2.9 Risk Management Plan 56

2.10 Procurement Management Plan 62

2.11 Stakeholder Engagement Plan 67

2.12 Change Management Plan 70

2.13 Project Management Plan 74

3 Project Documents 81

3.1 Change Request 82

3.2 Requirements Documentation 86

3.3 Requirements Traceability Matrix 89

3.4 Project Scope Statement 94

3.5 WBS Dictionary 97

3.6 Effort/Duration Estimates 100

3.7 Effort--Duration Estimating Worksheet 103

3.8 Cost Estimates 107

3.9 Cost Estimating Worksheet 109

3.10 Responsibility Assignment Matrix 114

3.11 Team Charter 117

3.12 Probability and Impact Assessment 121

3.13 Risk Data Sheet 127

3.14 Procurement Strategy 130

3.15 Source Selection Criteria 133

3.16 Stakeholder Analysis 136

3.17 User Story 138

3.18 Retrospective 140

4 Logs and Registers 143

4.1 Assumption Log 144

4.2 Backlog 147

4.3 Change Log 149

4.4 Decision Log 152

4.5 Issue Log 154

4.6 Stakeholder Register 157

4.7 Risk Register 160

4.8 Lessons Learned Register 163

5 Reports and Audits 167

5.1 Team Member Progress Report 167

5.2 Project Status Report 173

5.3 Variance Analysis Report 179

5.4 Earned Value Analysis 183

5.5 Risk Report 187

5.6 Contractor Status Report 193

5.7 Contract Closeout Report 197

5.8 Lessons Learned Report 201

5.9 Project Closeout Report 206

5.10 Quality Audit 210

5.11 Risk Audit 213

5.12 Procurement Audit 217

Appendix: Combination Templates 221

Index 231