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A Project Manager's Book of Forms - Third Edition (Templates)

PREMIUM deliverable
by Cynthia Snyder Dionisio

A Project Manager’s Book of Forms - Third Edition (A Companion to the PMBOK® Guide — Sixth Edition) serves as a roadmap to help you collect and manage your project information. You can customize these forms to meet the particular needs of your project and your organization. This collection of templates serves as a great learning tool for new practitioners to familiarize themselves with important concepts and steps in the project management process, and as a good refresher for seasoned PMs.

Absenteeism Tracker

deliverable
by Joe Wynne

This template is designed to assist the project manager with tracking the various types of time off allowed. To remain in compliance with all regulations and to avoid litigation, it is necessary to carefully distinguish between classifications of time off when tracking.

Accountabilities/Tasks/Expectations Matrix

deliverable
by Joe Wynne

Avoid the shame of inadequate delegation of employee responsibilities. This tool aligns worker action with project needs and corporate strategies. It's also good for upgrading existing documentation and preventing eczema.

Action Item Tracker

deliverable
by Amogh Kutumbe

Document your action items—along with their owners, priority and progress—using this log.

Activity Attributes Template

PREMIUM deliverable
by Cynthia Snyder Dionisio

Now that you have your Activity List, it's time to get more in depth with this Activity Attributes template. This will help each manager assigned the work for each activity have a better understanding of what is required.

Activity Completion Report

PREMIUM deliverable

For whatever reason, your project is now finished. Now you need to get a few things down on paper for posterity. This report describes the reasons for project closure, the activities needed to bring the project to an orderly close, an oveview of the project, lessons learned and recommendations for future projects.

Activity List for Program Increment Rollout

PREMIUM deliverable
by John Rodriguez

This template has been designed to support the rollout of a program delivery within an agile framework based on a cloud-based product development. This template is specially designed to help the program management team to follow the development process from requirements gathering to rollout. You may want to use this template in conjunction with your backlogs and issues tracking system and any other project documents you may have.

Activity List Template

PREMIUM deliverable
by Cynthia Snyder Dionisio

You have a Work Breakdown Structure with a list of deliverables, and now it's time to define the work needed to complete each activity. Use this form to list all of your activities and work descriptions before you estimate their cost and duration.

Activity List Template

PREMIUM deliverable
by Renato Barrios

This document describes a template for an activity list based on a project WBS, which is typical on the development of new products for the electromechanical industry like industrial automation equipment. The purpose of this document is to offer an activity list based on the key disciplines that distinguish a development of a new product for the electromechanical industry.

Actual ROI Worksheet

deliverable

Use actual accounting data on the performance of your last project to compare how accurate your estimates were versus the real thing. The Actual ROI tool is a quick way to show you how your project performed against the plan and identify areas for improving your estimating skills.

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