image

A PROJECT MANAGER’S BOOK OF FORMS

Second Edition

A Companion to the PMBOK® Guide, Fifth Edition

Cynthia Stackpole Snyder

image

Acknowledgments

First and foremost, thank you to my husband Dexter Dionisio for helping me with the forms in this second edition. I know it was a thankless and tedious job and I so appreciate your help. Your support for me in all my writing efforts means so much to me.

I would also like to thank members of the core committee from the PMBOK® Guide—Fifth Edition for reviewing all the descriptions to make sure they are aligned with the latest edition of the standard for project management. In particular, a big thank you to Dave Violette, Project Chair for the development of the PMBOK® Guide—Fifth Edition, Marie Gunnerson, George Jucan, Theofanis C. Giotis, Mercedes Martinez Sanz, and Nick Clemens.

Thank you to Amanda Miller and Bob Argentieri for bringing me out to lovely Hoboken to strategize the new approach for this second edition of the Book of Forms. I think our brainstorming efforts paid off. I think the look, feel and usability of the second edition is better than the first.

Thank you again to Dan Magers, Amy Odum and Kerstin Nasdeo for your efforts in organizing all the post-writing work to get everything organized, laid out, and through production. I always appreciate your professionalism.

I appreciate Donn Greenburg, Barbara Walsh, Amy Goretzky, and Roberta Storer for the work you all do to support this book and the other publications we work on. I am looking forward to the electronic spinoffs for the forms and I appreciate your support with that project!

A special shout out to Bisk Education, Villanova faculty, Chuck Arnao, and all the Villanova students who use this book. Thank you for purchasing and using this book. I hope it helps you!

Introduction

This second edition of the Project Management Book of Forms is designed to be a companion to the Fifth Edition of A Guide to the Project Management Body of Knowledge (PMBOK® Guide). The purpose is to present the information from the PMBOK® Guide—Fifth Edition in a set of forms and reports so that project managers can readily apply the concepts and practices described in the PMBOK® Guide to their projects.

The PMBOK® Guide identifies that subset of the project management body of knowledge generally recognized as good practice. As an ANSI Standard, it does not describe how to apply those practices, nor does it provide a vehicle for transferring that knowledge into practice.

This Book of Forms will assist project managers in applying information presented in the PMBOK® Guide into project documentation. The Book of Forms does not teach project management concepts or describe how to apply project management techniques. Textbooks and classes can fulfill those needs. This book provides an easy way to apply good practices to projects.

Since one of the defining factors about projects is that they are unique, project managers must tailor the forms and reports to meet the needs of their individual projects. Some projects will require information in addition to what is presented in these forms; some will require less. These forms are presented in paper format and electronic versions to make them easy to adapt to the needs of specific projects. They follow the information in the PMBOK® Guide but can be adapted to meet the needs of the project manager and specific projects.

AUDIENCE

This book is written specifically for project managers to help manage all aspects of the project. Those new to project management can use the forms as a guide in collecting and organizing project information. Experienced project managers can use the forms as a template so that they collect a set of consistent data on all projects. In essence, the forms save reinventing the wheel for each project.

A secondary audience is the manager of project managers or a project management office. Using the information in this book ensures a consistent approach to project documentation. Adopting these forms on an organizational level will enable a repeatable approach to project management.

ORGANIZATION

The forms are organized by process group: initiating, planning, executing, monitoring and controlling, and closing. Within those process groups, the forms are arranged sequentially as presented in the PMBOK® Guide—Fifth Edition.

A description of each form is presented along with a list of contents and a brief explanation of the type of information that goes in each field. For the planning forms, there is a description of where the information in the form comes from (inputs) and where it goes (outputs). For some forms, there is a list of related forms. Following the description, a blank copy of the form is presented. Electronic versions of the forms are available at www.wiley.com/go/bookofforms2e; all are in Microsoft® Office software for ease of tailoring.

There are a few forms included that are not mentioned in the PMBOK® Guide—Fifth Edition. These are forms that assist in managing a project but are not considered part of the project management standard.

There have been some requests for completed samples of each form. Due to the unique nature of projects and because this book is meant to span all industries and be used by a wide audience it is not practical to provide examples of completed forms. However, in this current edition we have included a table with a description of the information that would go in each field, and in some instances provided examples for clarification.

Not all forms will be needed on all projects. Use the forms you need, to the degree that you need them, to assist you in managing your projects.