Implementing Program Management: Templates and Forms Aligned with the Standard for Program Management - Second Edition (2008)

314 Pages·2009·1.8 MB·English

by  Ginger Levin

Implementing
Program
Management
Templates and Forms Aligned with the
Standard for Program Management -
Second Edition (2008)
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Implementing
Program
Management
Templates and Forms Aligned with the
Standard for Program Management -
Second Edition (2008)
Ginger Levin, PMP, PgMP
Allen R. Green, PMP, PgMP
CRC Press
Taylor & Francis Group
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Boca Raton, FL 33487-2742
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Library of Congress Cataloging-in-Publication Data
Levin, Ginger.
Implementing program management : templates and forms aligned with the standard
for program management / Ginger Levin, Allen R. Green.
p. cm.
Includes bibliographical references and index.
ISBN 978-1-4398-1605-9 (hardcover : alk. paper)
1. Project management. I. Green, Allen R. II. Title.
HD69.P75.L483 2009
658.4’04--dc22 2009031666
Visit the Taylor & Francis Web site at
http://www.taylorandfrancis.com
and the CRC Press Web site at
http://www.crcpress.com
Dedication
To my husband, Morris, for his continuing support and love.
—Ginger Levin
To my loving wife, Cindy, who somehow manages to love me
back even when I work too much.
—Allen Green

Contents
Foreword ........................................................................................................xi
Preface .........................................................................................................xiii
About the Authors .........................................................................................xv
Acronyms.....................................................................................................xvii
1 Introduction ...........................................................................................1
About Program Management .......................................................................2
2 Getting Started .......................................................................................3
Why So Many Plans? ...................................................................................3
First Steps ....................................................................................................4
3 The Pre-Program Preparations Phase .....................................................5
Program Benefits Statement .........................................................................5
Program Benefits Statement Instructions ............................................6
Initial Stakeholder Identification .................................................................6
Initial Stakeholder Identification Instructions ....................................7
Program Business Case ..............................................................................10
Program Business Case Instructions .................................................10
Program Brief ............................................................................................14
Program Brief Instructions ...............................................................14
4 The Program Initiation Phase ..............................................................21
Program Charter ........................................................................................21
Program Charter Instructions ...........................................................22
Program Road Map ...................................................................................27
Program Road Map Instructions ......................................................28
5 The Program Setup Phase .....................................................................33
Benefits Realization Plan ...........................................................................33
Benefits Realization Plan Instructions .............................................34
Program Governance Plan ........................................................................40
Program Governance Plan Instructions ...........................................40
vii
viii  Contents
Phase Gate Review Agenda .......................................................................46
Phase Gate Review Agenda Instructions ..........................................46
Program Review Agenda ............................................................................48
Program Review Agenda Instructions ...............................................48
Issue Escalation Process .............................................................................50
Issue Escalation Process Instructions ................................................50
Audit Plan ..................................................................................................53
Audit Plan Instructions .....................................................................53
Change Management Plan .........................................................................57
Change Management Plan Instructions ............................................58
Program Scope Management Plan .............................................................63
Program Scope Management Plan Instructions ................................63
Program Scope Statement ..........................................................................67
Program Scope Statement Instructions .............................................68
Program Stakeholder Management Plan ....................................................72
Program Stakeholder Management Plan Instructions .......................72
Considerations .................................................................................77
Steps to Consider in Preparing the Plan ...........................................77
Component Stakeholder Management Guidelines .....................................78
Component Stakeholder Management Guidelines Instructions ........78
Stakeholder Register ..................................................................................80
Stakeholder Register Instructions .....................................................80
Stakeholder Inventory ................................................................................82
Stakeholder Inventory Instructions ...................................................83
Stakeholder Management Strategy .............................................................87
Stakeholder Management Strategy Instructions ................................87
Program Communications Management Plan ...........................................91
Program Communications Management Plan Instructions ..............91
Communications Log ................................................................................97
Communications Log Instructions ...................................................98
Communications Strategy .........................................................................99
Communications Strategy Instructions ............................................99
Program Resource Plan ............................................................................103
Program Resource Plan Instructions ...............................................103
Program Requirements Document ..........................................................107
Program Requirements Document Instructions .............................107
Program Architecture Plan—Baseline .....................................................112
Program Architecture Plan—Baseline Instructions ........................112
Task Responsibility Matrix ......................................................................116
Program WBS .........................................................................................116
Work Breakdown Structure Matrix .........................................................116
Contents  ix
Quality Management Plan .......................................................................117
Quality Management Plan Instructions ..........................................117
Risk Management Planning Meeting Agenda ..........................................121
Risk Management Planning Meeting Agenda Instructions .............121
Lessons Learned Review Agenda..............................................................123
Lessons Learned Review Agenda Instructions ................................123
Lessons Learned Database .......................................................................124
Lessons Learned Database Instructions ..........................................125
Program Risk Management Plan .............................................................127
Program Risk Management Plan Instructions ................................127
Program Risk Register .............................................................................133
Program Risk Register Instructions ................................................133
Probability/Impact Matrix ..............................................................136
Contingency Plan ....................................................................................137
Contingency Plan Instructions .......................................................137
Change Request Form .............................................................................140
Change Request Form Instructions ................................................140
Schedule Management Plan .....................................................................141
Schedule Management Plan Instructions ........................................142
Program Financial Plan ...........................................................................145
Program Financial Plan Instructions ..............................................145
Financial Metrics .....................................................................................150
Procurement Management Plan ...............................................................150
Procurement Management Plan Instructions ..................................151
Contracts Management Plan ...................................................................156
Contracts Management Plan Instructions ......................................156
Interface Management Plan .....................................................................163
Interface Management Plan Instructions ........................................164
Staffing Management Plan .......................................................................168
Staffing Management Plan Instructions ..........................................168
Program Transition Plan ..........................................................................173
Program Transition Plan Instructions .............................................173
Program Management Plan .....................................................................176
Program Management Plan Instructions ........................................178
Knowledge Management Plan .................................................................185
Knowledge Management Plan Instructions ....................................185
6 The Delivery of Program Benefits Phase: Executing ..........................191
Team Charter ..........................................................................................191
Team Charter Instructions .............................................................192
Audit Report ............................................................................................198
Audit Report Instructions ...............................................................198