Fast Forms for Managing Development Projects

Kathleen A. Demery, PMP, and Monica M. Lusk

In a single volume and accompanying CD-ROM, Fast Forms for Managing Development Projects puts critical tools for every challenge you're likely to face right at your fingertips. Whether you’re involved in project initiation, management, close-out, or every stage in-between, you’ll find a treasury of forms in Word or Excel, in hard copy and electronic format, ready to use "as is" or modify to suit your needs. Each form includes introductory material that explains its purpose, context, and references to the PMBOK® Guide and CMMI® — plus instructions for completing the form, tips on how to customize it, a copy of the form, a sample completed form, and more.

For projects of all types and sizes, for use in any industry, for new project managers or seasoned professionals, Fast Forms for Managing Development Projects will help you increase the quality and success of everything you do.

This invaluable collection is based on the best-selling resource Fast Forms for Managing Software Projects (Management Concepts ©2000). The new version has been revised, updated, and expanded to make it even better and more useful:

• Improved usability of all forms in Word and Excel
• All forms updated to address new standards
• New links to standards and best practices
• 12 brand-new forms, including:
  • Project Selection
  • Project Charter
  • Project Vision
  • Project Management Plan for Small Projects
  • Data Management Plan and Control Log
  • Quality Assurance Plan
  • Work Product Review Plan and Control Log
  • Process Improvement Plan and Control Log
  • Supplier Management Plan and Control Log
  • Stakeholder Involvement Plan
  • Team Charter
  • Memorandum of Agreement

Table of Contents

Overview

• About the Authors
• Preface
• Introduction
• Model Map
• Working with Fast Forms
• Troubleshooting

Project Initiation Forms

• Introduction to Project Initiation Forms
• IN101 Project Manager Orientation Checklist
• IN102 Project Selection
• IN103 Statement of Work
• IN104 Statement of Work Review Checklist
• IN105 Project Charter
• IN106 Notification of Project Start
• IN107 Scope and Approach
• IN108 Supplier Selection Checklist
• IN109 Project Profile

Project Planning Forms

• Introduction to Project Planning Forms
• PL201 Project Vision
• PL202 Project Management Plan
• PL203 Project Management Plan for Small Projects
• PL204 Project Management Plan Review Checklist
• PL205 Product Size Plan and Control Log
• PL206 Budget Considerations Checklist
• PL207 Risk Considerations Checklist
• PL208 Process or Work Product List
• PL209 Critical Resources Plan and Control Log
• PL210 Tool List
• PL211 Measurement Plan
• PL212 Schedule Plan Review Checklist
• PL213 Schedule Compression Checklist
• PL214 Data Management Plan and Control Log
• PL215 Quality Assurance Plan
• PL216 Work Product Review Plan and Control Log
• PL217 Process Improvement Plan and Control Log
• PL218 Supplier Management Plan and Control Log
• PL219 Supplier Agreement Inspection Checklist
• PL220 Memorandum of Agreement
• PL221 Communications Plan
• PL222 Stakeholder Involvement Plan
• PL223 Organization Chart
• PL224 Team Charter
• PL225 Team Directory
• PL226 Roles List
• PL227 Roles and Responsibilities Matrix
• PL228 Staffing Requirements
• PL229 Training Requirements
• PL230 Glossary
• PL231 Kick-off Meeting Checklist
• PL232 Kick-off Meeting Agenda

Project Execution and Control Forms

• Introduction to Project Execution and Control Forms
• EX301 Status Report
• EX302 Status Meeting Checklist
• EX303 Team Member Information Log
• EX304 Risk Management Log
• EX305 Issues Management Log
• EX306 Change Request
• EX307 Change Request Analysis
• EX308 Change Management Log
• EX309 Supplier Management
• Checklist
• EX310 Interim Project Review and Approval

Project Closeout Forms

• Introduction to Project Closeout Forms
• CL401 Notification of Project End
• CL402 Product Certification Checklist
• CL403 Post-Project Review
• CL404 Customer Satisfaction Survey Cover Letter
• CL405 Project Satisfaction Survey
• CL406 Project Survey Data Collection and Report
• CL407 Product Satisfaction Survey
• CL408 Product Survey Data Collection and Report
• CL409 Archive Project Documents Checklist
• CL410 Team Member Evaluation
• CL411 Supplier Performance Evaluation

Project General-Use Forms

• Introduction to General-Use Forms
• GN501 Meeting Agenda
• GN502 Meeting Minutes
• GN503 Action Item Log
• GN504 Record of Attendance
• GN505 Work Product Sign-off

About the Authors

Kathleen A. Demery, PMP, is a Project Management and Process Improvement specialist, provides consulting, coaching, and training on project management and quality assurance topics, helps organizations build project management offices and quality assurance teams, and supports organization process improvement programs. A Certified Project Management Professional (PMP), she has worked in the field for more than 19 years and in development for 22 years. Kathleen is an authorized SEI Introduction to CMMI Instructor and a candidate SEI-authorized SCAMP Lead Appraiser.

Monica M. Lusk is a senior-level documentation and training specialist involved in process improvement and form design. She worked as a trainer in personal computer software for 12 years before becoming involved in writing documentation and designing and developing online help systems for software. She has designed more than 150 templates and forms for use with project management and other company needs.

Related Training Courses:

• Managing Project Quality