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Implementing Program ManagementTemplates and Forms Aligned with the Standard for Program Management, Third Edition (2013) and Ot
M00002368
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Success in program management requires discipline, complete plans, well-run meetings, accurate record keeping, and adherence to global best practices. Implementing Program Management: Templates and Forms Aligned with the Standard for Program Management, Third Edition (2013) and Other Best Practices provides the templates and guidelines for the plans, forms, agendas, registers, and procedures you will need.
Ginger Levin and Allen Green wrote Implementing Program Management Templates and Forms Aligned with the Standard for Program Management – Second Edition (2008) in 2010. Since then it has become the go-to reference for program practitioners, colleges, universities, and those studying for the Program Management Professional (PgMP®) credential from the Project Management Institute (PMI®).
Based on PMI’s Standard for Program Management—Third Edition (2013) and other best practices, the updated edition of this bestselling reference provides a program management methodology consisting of reports, forms, templates, and documents. It includes identifiable documents referenced in the latest Standard for Program Management as well as other helpful ones omitted from prior editions.
The book deals with the full program management life cycle—program definition, program benefits delivery, and program closure—to support the documentation requirements for your programs. The authors have updated the templates and forms in this book to complement what is included in the Third Edition and to include what they feel are best practices for managing programs.
All the templates included in the book can be accessed online and can be easily customized to meet the unique requirements of your organization.
Table of Contents
Introduction
About Program Management
Getting Started
Why So Many Plans?
First Steps
Strategic Program Management/Alignment
Program Benefits Statement
Program Benefits Statement Instructions
Initial Stakeholder Identification
Initial Stakeholder Identification Instructions
Program Business Case
Program Business Case Instructions
Program Mandate
Program Mandate Instructions
Program Roadmap
Program Roadmap Instructions
Program Roadmap Diagramming
Program Benefits Management
Benefits Breakdown Structure
Benefit Breakdown Structure Instructions
Benefits Register
Benefits Register Instructions
Benefits Realization Plan
Benefits Realization Plan Instructions
Benefits Realization Report
Benefits Realization Report Instructions
Program Benefits Transition Plan
Program Benefits Transition Plan Instructions
Program Benefits Sustainment Plan
Benefits Sustainment Plan Instructions
Program Stakeholder Engagement
Stakeholder Register
Stakeholder Register Instructions
Stakeholder Inventory
Stakeholder Inventory Instructions
Program Stakeholder Engagement Plan
Program Stakeholder Engagement Plan Instructions
Component Stakeholder Engagement Guidelines
Component Stakeholder Engagement Guidelines Instructions
Program Stakeholder Inquiry Register
Program Stakeholder Inquiry Register Instructions
Stakeholder Impact and Issue Tracking Prioritization
Program Communications Management Plan
Program Communications Management Plan Instructions
Communications Log/Stakeholder Engagement Log
Communications Log/Stakeholder Engagement Log Instructions
Communications Strategy
Communications Strategy Instructions
Governance
Program Governance Plan
Program Governance Plan Instructions
Change Management Plan
Change Management Plan Instructions
Change Request Form
Change Request Form Instructions
Change Request Log
Change Request Log Instructions
Phase-Gate Review Agenda
Phase-Gate Review Agenda Instructions
Program Review Agenda
Program Review Agenda Instructions
Issue Escalation Process
Issue Escalation Process Instructions
Component Initiation Request
Component Initiation Request Instructions
Component Transition Request
Component Transition Request Instructions
Program Closure Recommendation
Program Closure Recommendation Instructions
Audit Plan
Audit Plan Instructions
Audit Report
Audit Report Instructions
Quality Management Plan
Quality Management Plan Instructions
Knowledge Management Plan
Knowledge Management Plan Instructions
Governance Decision Register
Governance Decision Register Instructions
Program Life Cycle Management
Initiating the Program
Program Charter
Program Charter Instructions
Program Financial Framework
Program Financial Framework Instructions
Planning the Program
Program Scope Management Plan
Program Scope Management Plan Instructions
Program Scope Statement
Program Scope Statement Instructions
Program WBS
Program Resource Plan
Program Resource Plan Instructions
Staffing Management Plan
Staffing Management Plan Instructions
Program Requirements Document
Program Requirements Document Instructions
Risk Management Planning Meeting Agenda
Risk Management Planning Meeting Agenda Instructions
Program Risk Management Plan
Program Risk Management Plan Instructions
Program Risk Register
Program Risk Register Instructions
Probability/Impact
Matrix
Contingency Plan
Contingency Plan Instructions
Schedule Management Plan
Schedule Management Plan Instructions
Program Financial Plan
Program Financial Plan Instructions
Financial Metrics
Procurement Management Plan
Procurement Management Plan Instructions
Contracts Management Plan
Contracts Management Plan Instructions
Interface Management Plan
Interface Management Plan Instructions
Program Management Plan
Program Management Plan Instructions
Program Benefits Delivery: Executing the Program
Team Charter
Team Charter Instructions
Lessons Learned Review Agenda
Lessons Learned Review Agenda Instructions
Lessons Learned Data Base
Lessons Learned Data Base Instructions
Decision Log
Decision Log Instructions
Program Issues Register
Program Issues Register Instructions
Component Charter
Component Charter Instructions
Quality Assurance
Quality Assurance Audits
Quality Assurance Audit Report Instructions
Program Benefits Delivery: Executing the Program
Team Charter
Team Charter Instructions
Lessons Learned Review Agenda
Lessons Learned Review Agenda Instructions
Lessons Learned Data Base
Lessons Learned Data Base Instructions
Decision Log
Decision Log Instructions
Program Issues Register
Program Issues Register Instructions
Component Charter
Component Charter Instructions
Quality Assurance
Quality Assurance Audits
Quality Assurance Audit Report Instructions
Program Benefits Delivery: Controlling the Program
Impact Analysis
Impact Analysis Instructions
Program Performance Report
Program Performance Report Instructions
Risk Audit Report
Risk Audit Report Instructions
Program Quality Checklist
Program Quality Checklist Instructions
Program Closure: Closing the Program
Contract Closure Procedure
Contract Closure Procedure Instructions
Supplier Performance Review
Supplier Performance Review Agenda Instructions
Contract Closeout Report
Contract Closeout Report Instructions
Program Final Report
Program Final Report Instructions
Knowledge Transition
Knowledge Transition Report Instructions
Strategic Program Management
Benefits Management
Stakeholder Engagement
Governance
Program Management Life Cycle
Initiating
Planning
Executing
Monitoring and Controlling
Closing
Strategic Program Management
Index
Index
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Author(s)
Biography
Dr. Ginger Levin is a Senior Consultant and Educator in project management. Her specialty areas are portfolio management, program management, the Project Management Office, metrics, and maturity assessments. She is certified as a PMP, PgMP and as an OPM3 Certified Professional. She was the second person in the world to receive the PgMP. As an OPM3 Certified Professional, she has conducted over 25 maturity assessments using the OPM3 Product Suite tool.
In addition, Dr. Levin is an Adjunct Professor for the University of Wisconsin-Platteville where she teaches in its M.S. in Project Management Program, for SKEMA (formerly Esc Lille) University, France, and RMIT in Melbourne, Australia in their doctoral programs in project management.
In consulting, she has served as Project Manager in numerous efforts for Fortune 500 and public sector clients, including Genentech, Cargill, Abbott Vascular, UPS, Citibank, the Food and Drug Administration, General Electric, SAP, EADS, John Deere, Schreiber Foods, TRW, New York City Transit Authority, the U.S. Joint Forces Command, and the U.S. Department of Agriculture. Prior to her work in consulting, she held positions of increasing responsibility with the U.S. Government, including the Federal Aviation Administration, Office of Personnel Management, and the General Accounting Office.
Dr. Levin is the editor of Program Management: A Life Cycle Approach (2012), author of Interpersonal Skills for Portfolio, Program, and Project Managers, published in 2010. She is the co-author of Program Management Complexity: A Competency Model (2011), Implementing Program Management: Forms and Templates Aligned with the Standard for Program Management Second Edition (2008), Project Portfolio Management, Metrics for Project Management, Achieving Project Management Success with Virtual Teams, Advanced Project Management Office A Comprehensive Look at Function and Implementation, People Skills for Project Managers, Essential People Skills for Project Manager, The Business Development Capability Maturity Model, and ESI’s PMP Challenge! PMP Study Guide, and the PgMP Study Guide.
Dr. Levin received her doctorate in Information Systems Technology and Public Administration from The George Washington University, and received the Outstanding Dissertation Award for her research on large organizations.
Allen Green, of Science Applications International Corporation - Frederick, has broad and extensive leadership experience in the commercial, military, health care, National Aeronautics and Space Administration, civil service, civic, local government, and academic sectors. Throughout his career, he has specialized in initial build-out of the various functional areas of new programs.
He led software development projects at Capability Maturity Model Integrated (CMMI) levels II through V for twelve years, including the first delivered applications for the U.S. Army’s Future Combat System. His additional training experience included tours as president and management development vice president of the Alabama Junior Chamber of Commerce, metropolitan vice president of the U.S. Junior Chamber of Commerce, and president of the Alabama Junior Chamber of Commerce Foundation, with responsibility for training of project planners. As vice chairman of the Madison County Emergency Communications (E-911) Board, he chaired the effort to establish a unified state-of-the-art centralized call center in Madison County, Alabama, one of the nation’s first such facilities. In the commercial sector, he managed the development program for the first shrink-wrapped electronic software distribution suite for industry standard microcomputers.
He is past president of Project Management Institute’s North Alabama Chapter. As the chapter’s professional development vice president he organized and participated in the training of hundreds of Project Management Professional (PMP) and Program Management Professional (PgMP) candidates. He has taught software engineering and program management under contract to several universities in the United States and the Middle East. He received PMI’s PgMP credential in August 2008 and holds bachelor of electrical engineering and Master of Science in electrical engineering degrees from Auburn University.
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