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Contents
Acknowledgments
Introduction
Chapter 5: Closing
5.0 Closing Process Group
5.1 Procurement Audit
5.2 Contract Close-Out
5.3 Project or Phase Close-Out
5.4 Lessons Learned
Index
Cover Design: John Wiley & Sons, Inc.
Cover Illustration: © Sashkinw/iStockphoto
Copyright © 2013 by John Wiley & Sons, Inc. All rights reserved
Published by John Wiley & Sons, Inc., Hoboken, New Jersey
Published simultaneously in Canada
No part of this publication may be reproduced, stored in a retrieval
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as permitted under Section 107 or 108 of the 1976 United States
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Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600, or on the
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Limit of Liability/Disclaimer of Warranty: While the publisher and
author have used their best efforts in preparing this book, they make
no representations or warranties with the respect to the accuracy or
completeness of the contents of this book and specifically disclaim
any implied warranties of merchantability or fitness for a particular
purpose. No warranty may be created or extended by sales
representatives or written sales materials. The advice and strategies
contained herein may not be suitable for your situation. You should
consult with a professional where appropriate. Neither the publisher
nor the author shall be liable for damages arising herefrom.
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Wiley publishes in a variety of print and electronic formats and by
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about Wiley products, visit www.wiley.com.
Project Management Institute (www.pmi.org) is the leading advocate
for the project management profession globally. Founded in 1969,
PMI has more than 650,000 members and credential holders in 185
countries. PMI’s Project Management Professional (PMP) credential is
globally recognized as the gold standard credential in project
management.
© 2013 Project Management Institute, Inc. All rights reserved.
“PMI,” the PMI logo, “PMP,” and “PMBOK” are registered marks of
the Project Management Institute, Inc. For a comprehensive list of
PMI marks, contact the PMI legal Department.
Library of Congress Cataloging-in-Publication Data available on
request
ISBN: 978-1-118-43078-1; 978-111-8-53740-4 (ebk.); 978-111-8-
53743-5 (ebk.); 978-111-8-53752-7 (ebk.)
Acknowledgments
First and foremost, thank you to my husband Dexter Dionisio for
helping me with the forms in this second edition. I know it was a
thankless and tedious job and I so appreciate your help. Your
support for me in all my writing efforts means so much to me.
I would also like to thank members of the core committee from the
PMBOK® Guide—Fifth Edition for reviewing all the descriptions to
make sure they are aligned with the latest edition of the standard for
project management. In particular, a big thank you to Dave Violette,
Project Chair for the development of the PMBOK® Guide—Fifth
Edition, Marie Gunnerson, George Jucan, Theofanis C. Giotis,
Mercedes Martinez Sanz, and Nick Clemens.
Thank you to Amanda Miller and Bob Argentieri for bringing me out
to lovely Hoboken to strategize the new approach for this second
edition of the Book of Forms. I think our brainstorming efforts paid
off. I think the look, feel and usability of the second edition is better
than the first.
Thank you again to Dan Magers, Amy Odum and Kerstin Nasdeo for
your efforts in organizing all the post-writing work to get everything
organized, laid out, and through production. I always appreciate
your professionalism.
I appreciate Donn Greenburg, Barbara Walsh, Amy Goretzky, and
Roberta Storer for the work you all do to support this book and the
other publications we work on. I am looking forward to the
electronic spinoffs for the forms and I appreciate your support with
that project!
A special shout out to Bisk Education, Villanova faculty, Chuck Arnao,
and all the Villanova students who use this book. Thank you for
purchasing and using this book. I hope it helps you!
Introduction
ORGANIZATION
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—Fifth Edition.
A description of each form is presented along with a list of contents
and a brief explanation of the type of information that goes in each
field. For the planning forms, there is a description of where the
information in the form comes from (inputs) and where it goes
(outputs). For some forms, there is a list of related forms. Following
the description, a blank copy of the form is presented. Electronic
versions of the forms are available at
®
www.wiley.com/go/bookofforms2e; all are in Microsoft Office
software for ease of tailoring.
There are a few forms included that are not mentioned in the
PMBOK® Guide—Fifth Edition. These are forms that assist in
managing a project but are not considered part of the project
management standard.
There have been some requests for completed samples of each
form. Due to the unique nature of projects and because this book is
meant to span all industries and be used by a wide audience it is not
practical to provide examples of completed forms. However, in this
current edition we have included a table with a description of the
information that would go in each field, and in some instances
provided examples for clarification.
Not all forms will be needed on all projects. Use the forms you need,
to the degree that you need them, to assist you in managing your
projects.
Chapter 1
Initiating Forms