Implementing Program Management: Templates and Forms Aligned with the Standard for Program Management Book

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

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 Instructions53

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 Instructions83

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

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 Report198

Audit Report Instructions 198

Decision Log 202

Decision Log Instructions 203

Component Initiation Request 205

Component Initiation Request Instructions 205

Component Transition Request 209

Component Transition Request Instructions 210

Program Issues Register 214

Program Issues Register Instructions 214

Change Request Log 218

Change Request Log Instructions 218

Component Charter 223

Component Charter Instructions 223

7 The Delivery of Program Benefits Phase: Monitoring and Controlling 227

Impact Analysis 227

Impact Analysis Instructions 228

Benefits Realization Report 231

Benefits Realization Report Instructions 231

Governance Decision Register 235

Governance Decision Register Instructions 235

Program Performance Report 237

Program Performance Report Instructions 237

Program Closure Recommendation 244

Program Closure Recommendation Instructions 245

Risk Audit Report 249

Risk Audit Report Instructions 249

8 The Program Closure Phase 255

Contract Closure Procedure 255

Contract Closure Procedure Instructions 256

Program Final Report 258

Program Final Report Instructions 258

Knowledge Transition 266

Knowledge Transition Report Instructions 266

Supplier Performance Review 271

Supplier Performance Review Agenda Instructions 271

Procurement Performance Report 273

Procurement Performance Report Instructions 273

Component Termination Request 278

Component Termination Request Instructions 278

References 283

Index285