This source book of forms and procedures for using them follows exactly the content of the PMBOK Guide. It provides a road-map approach so readers know exactly where they are and what forms precede and follow their current position on a project. The volume contains forms in hard copy for reproduction as well as in an accompanying CD for use and customization by a wide variety of project managers, consultants, and other associated professionals. (PMBOK is a registered mark of the Project Management Institute, Inc.)

This source book of forms and procedures for using them follows exactly the content of the PMBOK® Guide. It provides a road-map approach so readers know exactly where they are and what forms precede and follow their current position on a project. The volume contains forms in hard copy for reproduction as well as in an accompanying CD for use and customization by a wide variety of project managers, consultants, and other associated professionals.(PMBOK is a registered mark of the Project Management Institute, Inc.)

Acknowledgments vii1. Introduction 12. Initiating Forms 32.1 Initiating Process Group 32.2 Project Charter 42.3 Stakeholder Register 112.4 Stakeholder Analysis Matrix 142.5 Stakeholder Management Strategy 173. Planning Forms 213.1 Planning Process Group 213.2 Requirements Documentation 233.3 Requirements Management Plan 263.4 Requirements Traceability Matrix 293.5 Project Scope Statement 343.6 Assumption and Constraint Log 373.7 Work Breakdown Structure 403.8 WBS Dictionary 433.9 Activity List 463.10 Activity Attributes 493.11 Milestone List 523.12 Network Diagram 553.13 Activity Resource Requirements 573.14 Resource Breakdown Structure 603.15 Activity Duration Estimates 623.16 Duration Estimating Worksheet 653.17 Project Schedule 683.18 Activity Cost Estimates 713.19 Cost Estimating Worksheet 743.20 Cost Performance Baseline 793.21 Quality Management Plan 813.22 Quality Metrics 843.23 Process Improvement Plan 873.24 Responsibility Assignment Matrix 903.25 Roles and Responsibilities 923.26 Human Resource Plan 953.27 Communications Management Plan 1003.28 Risk Management Plan 1033.29 Risk Register 1103.30 Probability and Impact Assessment 1133.31 Probability and Impact Matrix 1183.32 Risk Data Sheet 1203.33 Procurement Management Plan 1233.34 Source Selection Criteria 1283.35 Project Management Plan 1313.36 Configuration Management Plan 1373.37 Change Management Plan 1424. Executing Forms 1454.1 Executing Process Group 1454.2 Team Member Status Report 1464.3 Change Request 1514.4 Change Log 1584.5 Decision Log 1614.6 Quality Audit 1644.7 Team Directory 1674.8 Team Operating Agreement 1704.9 Team Performance Assessment 1754.10 Team Member Performance Assessment 1804.11 Issue Log 1855. Monitoring and Control Forms 1895.1 Monitoring and Controlling Process Group 1895.2 Project Performance Report 1905.3 Variance Analysis 1955.4 Earned Value Status 1985.5 Risk Audit 2015.6 Contractor Status Report 2045.7 Product Acceptance 2096. Closing 2136.1 Closing Process Group 2136.2 Procurement Audit 2146.3 Contract Close-out 2176.4 Project Close-out 2206.5 Lessons Learned 225About the CD-ROM 231Index 233