This Book of Forms will assist project managers in applying information presented in the PMBOK® Guide to project documentation. The Book of Forms does not teach project management concepts or describe how to apply project management techniques. Textbooks and classes can fulfi ll those needs. This book provides an easy way to apply good practices to projects.
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.
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 – Sixth Edition. Agile forms are after the closing forms in their own section.
Most form descriptions follow this format:
- A description of each form is presented along with a list of contents. For the planning forms, there is a description of where the information in the form comes from (inputs) and where it goes to (outputs).
- Tailoring. A section that presents information you can consider to help you tailor the forms to fit your needs.
- Alignment. This section presents related forms that you will want to make sure are aligned.
- Description. A table that identifies each of the fields in the form along with a brief explanation.
- A blank copy of the form.