3rd Edition

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

By Ginger Levin, Allen R. Green Copyright 2014
    328 Pages 2 B/W Illustrations
    by Auerbach Publications

    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 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.

    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

    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.