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Showing posts with label Project Managers Forms. Show all posts
Showing posts with label Project Managers Forms. Show all posts

Saturday, 27 February 2016

What are the project forms or templete needed for Project Manager : PROJECT MANAGEMENT PLAN


The project management plan describes how the team will execute, monitor, control, and close the project. While it has some unique information, it is primarily comprised of all the subsidiary management plans and the baselines.
The project management plan combines all this information into a cohesive and integrated approach to managing the project. Typical information includes:

• Selected project life cycle
• Processes used to manage the project and information on how they have been tailored
• Tools and techniques that will be used in the project management processes
• Specific approaches to meet project objectives
• Variance thresholds
• Baseline management
• Timing and types of reviews
The project management plan contains plans for managing all the other knowledge areas as well as other specific aspects of the project. These take the form of subsidiary management plans and can include:
• Scope Management Plan
• Schedule Management Plan
• Requirements Management Plan
• Cost Management Plan
• Quality Management Plan
• Human Resources Management Plan
• Communications Management Plan
• Risk Management Plan
• Procurement Management Plan
• Stakeholder Management Plan
• Change Management Plan
• Configuration Management Plan
• Process Improvement Plan

The project management plan also contains baselines. Common baselines include:
• Scope baseline
• Schedule baseline
• Cost baseline

In addition, any other relevant, project-specific information that will be used to manage the project is recorded in the project management plan.
The project management plan can receive information from all the subsidiary management plans and baselines.
Because it is the foundation document for managing the project it also provides information to all subsidiary plans. In addition, the project management plan provides information to all other integration processes and the work performance information from all the control processes.

What are the project forms or templete needed for Project Manager :Planning Forms

PLANNING PROCESS GROUP

The purpose of the planning process group is to elaborate the information from the project charter to create a comprehensive set of plans that will enable the project team to deliver the project objectives.

There are 24 processes in the planning process group.

• Develop Project Management Plan
• Plan Scope Management
• Collect Requirements
• Define Scope
• Create WBS
• Plan Schedule Management
• Define Activities
• Sequence Activities
• Estimate Activity Resources
• Estimate Activity Duration
• Develop Schedule
• Plan Cost Management
• Estimate Costs
• Determine Budget
• Plan Quality Management
• Plan Human Resource Management
• Plan Communications Management
• Plan Risk Management
• Identify Risks
• Perform Qualitative Analysis
• Perform Quantitative Analysis
• Plan Risk Responses
• Plan Procurement Management
• Plan Stakeholder Management

The intent of the planning process group is to at least:

• Elaborate and clarify the project scope
• Develop a realistic schedule

Planning Forms

• Develop a realistic budget
• Identify project and product quality processes
• Plan the human resource aspects of the project
• Determine the communication needs
• Establish risk management practices
• Identify the procurement needs of the project
• Determine how to manage stakeholder engagement
• Combine all the planning information into a project management plan and a set of project documents that are cohesive and integrated Planning is not a one-time event. It occurs throughout the project. Initial plans will become more detailed as additional information about the project becomes available. Additionally, as changes are approved for the project or product, many of the planning processes will need to be revisited and the documents revised and updated.

Many of the forms in this section provide information needed for other forms. The form description indicates from where information is received and to where it goes.

The forms used to document planning information include:

• Project Management Plan
• Scope Management Plan
• Requirements Management Plan
• Requirements Documentation
• Requirements Tractability Matrix
• Project Scope Statement
• Assumption and Constraint Log
• Work Breakdown Structure
• Work Breakdown Structure Dictionary
• Schedule Management Plan
• Activity List
• Activity Attributes
• Milestone List
• Network Diagram
• Activity Resource Requirements
• Resource Breakdown Structure
• Activity Duration Estimates
• Duration Estimating Worksheet
• Project Schedule
• Cost Management Plan
• Activity Cost Estimates
• Cost Estimating Worksheet
• Bottom-Up Cost Estimating Worksheet
• Cost Baseline
• Quality Management Plan
• Quality Metrics
• Process Improvement Plan
• Responsibility Assignment Matrix
• Roles and Responsibilities
• Human Resource Management Plan
• Communications Management Plan
• Risk Management Plan
• Risk Register
• Probability and Impact Assessment

Planning Forms 15

• Probability and Impact Matrix
• Risk Data Sheet
• Procurement Management Plan
• Source Selection Criteria
• Change Management Plan
• Stakeholder Management Plan

What are the project forms or templete needed for Project Manager :Initiating Forms STAKEHOLDER ANALYSIS MATRIX


The Stakeholder Analysis Matrix is used to classify stakeholders. It can be used to help fi ll in the Stakeholder Register. The classifications of stakeholders can also be used to plan stakeholder engagement for groups of stakeholders.

The following example is used to assess the relative power (high or low) on one axis and the relative interest (high or low) on the other axis. There are many other ways to categorize stakeholders using a grid. Some examples include:

• Influence/impact
• Friend/foe

The needs of the project will determine if a Stakeholder Analysis Matrix will be helpful and, if so, what stakeholder aspects should be assessed. Use the information from your project to tailor the form to best meet your needs.

The Stakeholder Analysis Matrix receives information from:
• Project charter
• Procurement documents

It is related to:
• Stakeholder Register

What are the project forms or templete needed for Project Manager :Initiating Forms STAKEHOLDER REGISTER


The Stakeholder Register is used to identify those people and organizations impacted by the project and document relevant information about each stakeholder. Relevant information can include:

• Name
• Position in the organization
• Role in the project
• Contact information
• List of stakeholder’s major requirements
• List of stakeholder’s expectations
• Potential influence on the project
• A classification or categorization of each stakeholder
The Stakeholder Register is a dynamic project document. The stakeholders, their level of influence, requirements,and classification are likely to change throughout the project. Initially you will not have enough information to complete the register. As the project gets underway you will gain additional information and understanding about each stakeholder’s requirements, expectations, and infl uence and the Stakeholder Register will become more robust.

Information in the Stakeholder Register should be tailored to meet the needs of the project. For example,some projects may have internal and external stakeholders while others may only have internal stakeholders. The following sample is just one approach to identifying and documenting stakeholder information.

The Stakeholder Register receives information from:
• Project charter
• Procurement documents

It is related to:
• Stakeholder Analysis Matrix

It provides information to:
• Requirements Documentation
• Quality Management Plan
• Communications Management Plan
• Risk Management Plan
• Risk Register
• Stakeholder Management Plan

Document Element Description :
 
Name Stakeholder’s name. If you don’t have a name you can substitute a position or organization until you have more information.
Position : The position the stakeholder holds in the organization or enterprise, for example, programmer,human resources analyst, or quality assurance specialist.
Role : The function the stakeholder performs on the project team, such as testing lead, scrum master, or scheduler.
Contact information :How to communicate with the stakeholder, such as their phone number, email address, or physical address.
Requirements : High-level needs for the project and/or product.
Expectations : Main expectations of the project and/or product.
Influence: The degree of infl uence the stakeholder has on the project. This can be a narrative description or high, medium, or low infl uence.
Classification : Some projects may categorize stakeholders as friend, foe, or neutral; others may classify them as high, medium, or low impact.



What are the project forms or templete needed for Project Manager :Initiating Forms Project Charter


The project charter is a document that formally authorizes a project or phase. The project charter defines the reason for the project and assigns a project manager and his or her authority level for the project. The contents of the charter describe the project in high-level terms, such as:

• Project purpose or justification
• High-level project description
• High-level requirements
• Project objectives and related success criteria
• High-level risks
• Summary milestone schedule
• Summary budget
• Stakeholder list
• Project approval requirements
• Assigned project manager, responsibility, and authority level
• Name and authority of the sponsor or other person(s) authorizing the project charter

Use the information from your project to tailor the form to best meet your needs.

The project charter can receive information from:

• Agreements (contracts)
• Statements of work
• Business case

It provides information to:
• Stakeholder Register
• Project Management Plan
• Scope Management Plan
• Project Scope Statement
• Requirements Documentation
• Requirements Management Plan
• Requirements Tractability Matrix
• Schedule Management Plan
• Cost Management Plan
• Risk Management Plan

PROJECT CHARTER DEMO



What are the project forms or templete needed for Project Manager : Initiating Forms


1.0 INITIATING PROCESS GROUP

The purpose of the initiating process group is to authorize a project, provide a high-level definition of the project,and identify stakeholders. There are two processes in the initiating process group:

• Develop Project Charter
• Identify Stakeholders

The intent of the initiating process group is to at least:

• Authorize a project
• Identify project objectives
• Define the initial scope of the project
• Obtain organizational commitment
• Assign a project manager
• Identify project stakeholders

As the first processes in the project, the initiating processes are vital to starting a project effectively. These processes can be revisited throughout the project for validation and elaboration as needed.

The forms used to document initiating information include:

• Project Charter
• Stakeholder Register
• Stakeholder Analysis Matrix