Implementing Program Management: Templates and Forms Aligned with the Standard for Program Management, Third Edition (2013) and Other Best Practices, 3rd Edition (Hardback) book cover

Implementing Program Management

Templates and Forms Aligned with the Standard for Program Management, Third Edition (2013) and Other Best Practices, 3rd Edition

By Ginger Levin, Allen R. Green

Auerbach Publications

328 pages | 2 B/W Illus.

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Hardback: 9781466597716
pub: 2013-06-25
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pub: 2016-04-19
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Description

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 ManagementThird 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 Managementas 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

About the Authors

Dr. Ginger Levinis 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.

About the Series

Best Practices in Portfolio, Program, and Project Management

Learn more…

Subject Categories

BISAC Subject Codes/Headings:
BUS101000
BUSINESS & ECONOMICS / Project Management
COM032000
COMPUTERS / Information Technology
TEC009000
TECHNOLOGY & ENGINEERING / Engineering (General)