The document provides guidance for students and beginners on how to transition from one stage to another in their project. It outlines the forms and templates needed at each stage based on the 5th edition of PMBOK. The stages covered include developing the project charter, identifying stakeholders, requirements collection, scope definition, work breakdown structure creation, scope planning, activity definition, sequencing, resource and duration estimation, schedule development, schedule planning, cost estimation, budget determination, cost planning, quality planning, human resource planning, communication planning, risk identification, qualitative and quantitative risk analysis, risk planning, procurement planning, stakeholder management planning, project execution, monitoring and control, change control, scope validation and control, schedule control, cost control, quality
3. 3
Table of Content
2 .................................................................................................................................................................................. ﻣﻘﺪﻣﮫ
9 ................................................................................................................................................ Develop Project Charter
10 ................................................................................................................................................... Identify Stakeholders
12 ................................................................................................................................................... Requirements Collect
13 .................................................................................................................................................................. Define Scope
14 .................................................................................................................................................................. Create Work
14 ................................................................................................................................................... Breakdown Structure
15 .............................................................................................................................................. Plan Scope Management
17 ............................................................................................................................................................ Define Activities
18 ....................................................................................................................................................... Sequence Activities
19 ........................................................................................................................................ Activity Resources Estimate
20 ........................................................................................................................................ Activity Durations Estimate
21 .......................................................................................................................................................... Develop Schedule
23 ......................................................................................................................................... Plan Schedule Management
25 ............................................................................................................................................................... Estimate Costs
26 ....................................................................................................................................................... Determine Budgets
27 ................................................................................................................................................ Plan Cost Management
29 ........................................................................................................................................... Plan Quality Management
31 .......................................................................................................................... Plan Human Resource Management
33 ........................................................................................................................... Plan Communications Management
35 ................................................................................................................................................................ Identify Risks
37 ..............................................................................................................................Risk Analysis Perform Qualitative
38 ........................................................................................................................... Risk Analysis Perform Quantitative
39 ..................................................................................................................................................... Plan Risk Responses
40 ................................................................................................................................................ Plan Risk Management
42 ....................................................................................................................................................... Plan Procurements
45 .................................................................................................................................. Plan Stakeholders Management
46 ........................................................................................................................... Project Execution Direct & Manage
Dr.Rami Bittar
Blue Ocean
Project Management
4. 4
49 .................................................................................................................................................. Team Acquire Project
50 .................................................................................................................................................. Team Develop Project
51 .................................................................................................................................................. Team Manage Project
57 .............................................................................................................................. Monitor and control Project work
60 ............................................................................................................................. Perform integrated change control
63 ........................................................................................................................................................... Validate SCOPE
64 ...................................................................................................................................................... CONTROL SCOPE
66 ...........................................................................................................................................................Control Schedule
68 .................................................................................................................................................................. Control costs
70 ............................................................................................................................................................. Control Quality
72 ............................................................................................................................................. Control Communications
74 .................................................................................................................................................................Control Risks
76 .................................................................................................................................................. Control Procurements
78 ............................................................................................................................... Control Stakeholder Engagement
79 ................................................................................................................................................................. Close Project
80 ...................................................................................................................................................... Close procurements
81 ............................................................................................................................................................................. Forms
Dr.Rami Bittar
Blue Ocean
Project Management
84. 84
PROJECT CHARTER
Technical Decisions:
Conflict Resolution:
Approvals:
Project Manager Signature
Sponsor or Originator Signature
Project Manager Name
Sponsor or Originator Name
Date
Dr.Rami Bittar
Date
Blue Ocean
Project Management
85. 85
Stakeholde Analysis Matrix :2 ﺟﺪول
Date Prepared:
Power
Project Title:
Interest
Dr.Rami Bittar
Blue Ocean
Project Management
87. Stakeholder Register :3 ﺟﺪول
Project Title:
Name
Date Prepared:
Position
Role
Contact
Information
Requirements
Expectations
Influence
Classification
88. 88
DOCUMENTATION REQUIREMENTS :4 ﺟﺪول
Project Title:
ID
Dr.Rami Bittar
Date Prepared:
Requirement
Stakeholder
Blue Ocean
Category
Priority
Project Management
Acceptance
Criteria
Validation
Method
89. 89
REQUIREMENTS TRACEABILITY MATRIX :5 ﺟﺪول
Project Title:
Date Prepared:
Requirement Information
ID
Dr.Rami Bittar
Requirement
Priority
Relationship Traceability
Category
Blue Ocean
Source
Objective
WBS
Deliverable
Project Management
Metric
Validation
94. 17
WORK BREAKDOWN STRUCTURE:8 ﺟﺪول
Project Title:
Date Prepared:
1. Project
1.1.
Major Deliverable
1.1.1. Control Account
1.1.1.1. Work package
1.1.1.2. Work package
1.1.1.3. Work package
1.1.2. Work package
1.2.
Control Account
1.2.1. Work package
1.2.2. Work package
1.3.
Major Deliverable
1.3.1. Control account
1.3.2. Control account
1.3.2.1. Work package
1.3.2.2. Work package
Page 1 of 2
95. WBS DICTIONARY : 9ﺟﺪول
Project Title:
Date Prepared:
Work Package Name:
Description of Work:
Code of Account:
Assumptions and Constraints:
Milestones:
1.
2.
3.
Due Dates:
Labor
ID
Activity
Quality Requirements:
Acceptance Criteria:
Technical Information:
Agreement Information:
Resource
Hours
Rate
Material
Total
Units
Cost
Total Cost
Total
96. 14
SCOPE MANAGEMENT PLAN :10 ﺟﺪول
Project Title:
Date:
Scope Statement Development
WBS Structure
WBS Dictionary
Page 1 of 2
97. SCOPE MANAGEMENT PLAN
Scope Baseline Maintenance
Scope Change
Deliverable Acceptance
Scope and Requirements Integration
98. 16
ACTIVITY LIST :11 ﺟﺪول
Project Title:
ID
Date Prepared:
Activity
Description of Work
Page 1 of 2
99. 17
MILESTONE LIST :12 ﺟﺪول
Project Title:
Milestone
Date Prepared:
Milestone Description
Page 1 of 2
Type
100. ACTIVITY ATTRIBUTES :13 ﺟﺪول
Project Title:
Date Prepared:
ID:
Activity:
Description of Work:
Predecessors
Number and Type of
Resources Required:
Relationship
Skill Requirements:
Type of Effort:
Location of Performance:
Imposed Dates or Other Constraints:
Assumptions:
Lead or Lag
Successor
Relationship
Other Required Resources:
Lead or Lag
102. ACTIVITY RESOURCE REQUIREMENTS :15 ﺟﺪول
Project Title:
WBS ID
Comments
Date Prepared:
Type of Resource
Quantity
Assumptions
103. 21
Resource Breakdown Structure :16 ﺟﺪول
RESOURCE BREAKDOWN STRUCTURE
Project Title:
2.
Date Prepared:
Project
2.1.
People
2.1.1. Quantity of Role 1
2.1.1.1.
Quantity of Level 1
2.1.1.2.
Quantity of Level 2
2.1.1.3.
Quantity of Level 3
2.1.2. Quantity of Role 2
2.2.
Equipment
2.2.1. Quantity of Type 1
2.2.2. Quantity of Type 2
2.3.
Materials
2.3.1. Quantity of Material 1
2.3.1.1.
2.3.1.2.
2.4.
Quantity of Grade 1
Quantity of Grade 2
Supplies
2.4.1. Quantity of Supply 1
2.4.2. Quantity of Supply 2
2.5.
Locations
2.5.1. Location 1
2.5.2. Location 2
Page 1 of 2
104. 22
ACTIVITY DURATION ESTIMATES :17 ﺟﺪول
Project Title:
WBS ID
Date Prepared:
Activity Description
Effort Hours
Page 1 of 2
Duration Estimate
105. 1
PROJECT SCHEDULE :18 ﺟﺪول
Project Title:
Date Prepared:
Sample Gantt Chart
Page 1 of 2
106. SCHEDULE MANAGEMENT PLAN :19 ﺟﺪول
Project Title:
Date:
Schedule Methodology
Schedule Tools
Level of Accuracy
Units of Measure
Schedule Reporting and Format
Process Management
Activity identification
Activity sequencing
Estimating resources
Estimating effort and
duration
Updating, monitoring, and
controlling
Variance Thresholds
107. ACTIVITY COST ESTIMATES:20 ﺟﺪول
Project Title:
Direct
WBS ID Resource Costs
Date Prepared:
Indirect
Costs
Reserve
Estimate
Assumptions/ Additional
Method Constraints
Information
Confidence
Range Level
108. 4
COST ESTIMATING WORKSHEET :21 ﺟﺪول
COST ESTIMATING WORKSHEET
Project Title:
Date Prepared:
Parametric Estimates
WBS ID
Cost Variable
Cost per Unit
Page 1 of 2
Number of Units
Cost Estimate
109. 5
Analogous Estimates
WBS ID
Previous Activity Previous Cost Current Activity
Multiplier
Cost Estimate
Three Point Estimates
WBS ID
Optimistic Cost
Most Likely Cost
Pessimistic
Cost
Page 1 of 2
Weighting Expected Cost
Equation
Estimate
111. 14
COST MANAGEMENT PLAN:23 ﺟﺪول
Project Title:
Level of Accuracy:
Date:
Units of Measure:
Rules for Performance Measurement:
Cost Reporting and Format:
Process Management:
Estimating costs
Developing the budget
Updating, monitoring
and controlling
Page 1 of 2
Control Thresholds:
112. 15
QUALITY MANAGEMENT PLAN :24 ﺟﺪول
Project Title:
Date Prepared:
Quality Roles and Responsibilities
Role
Responsibilities
1.
1.
2.
2.
3.
3.
4.
4.
Quality Planning Approach
Page 1 of 2
114. 2
QUALITY METRICS :25 ﺟﺪول
Project Title:
ID
Date Prepared:
Item
Metric
Page 1 of 2
Measurement Method
115. 3
HUMAN RESOURCE MANAGEMENT PLAN :26 ﺟﺪول
Project Title:
Date Prepared:
Roles, Responsibilities, and Authority
Role
Responsibility
Authority
1.
1.
1.
2.
2.
2.
3.
3.
3.
4.
4.
4.
5.
5.
5.
6.
6.
6.
Project Organizational Structure
Page 1 of 2
116. HUMAN RESOURCE MANAGEMENT PLAN
Staffing Management Plan
Staff Acquisition
Staff Release
Resource Calendars
Training Requirements
Rewards and Recognition
Regulations, Standards, and Policy Compliance
Safety
117. COMMUNICATIONS MANAGEMENT PLAN :27 ﺟﺪول
Project Title:
Date Prepared:
Stakeholder
Assumptions
Information
Method
Timing or Frequency
Constraints
Sender
118. 6
Glossary of Terms or Acronyms
Attach relevant communication diagrams or flowcharts.
Page 1 of 2
119. 7
RISK REGISTER :28 ﺟﺪول
Project Title:
Risk ID
Date Prepared:
Risk Statement
Probability
Impact
Scope
Revised
Probability
Revised Impact
Score
Quality
Schedule
Revised Score
Responsible Party
Actions
Quality
Schedule
Cost
Scope
Page 1 of 2
Response
Cost
Status
Comments
120. 8
PROBABILITY AND IMPACT MATRIX : 29 ﺟﺪول
Date Prepared:
Very
Low
Low
Medium
High
Very
High
Project Title:
Very Low
Low
Page 1 of 2
Medium
High
Very High
121. 14
PROBABILITY AND IMPACT ASSESSMENT : 30 ﺟﺪول
Project Title:
Date Prepared:
Scope Impact
Very High
High
Medium
Low
Very Low
Quality Impact
Very High
High
Medium
Low
Very Low
Schedule Impact
Very High
High
Medium
Low
Very Low
Page 1 of 2
122. PROBABILITY AND IMPACT ASSESSMENT
Cost Impact
Very High
High
Medium
Low
Very Low
Probability
Very High
High
Medium
Low
Very Low
Risk Rating
High
Medium
Low
123. RISK DATA SHEET :31 ﺟﺪول
Project Title:
Date Prepared:
Risk ID
Risk Description
Status
Risk Cause
Impact
Probability
Score
Scope
Revised
Probability
Quality Schedule
Cost
Revised Impact
Scope
Quality Schedule
Responses
Cost
Revised
Score
Responsible
Party
Actions
Secondary Risks
Residual Risk
Contingency Plan
Contingency Funds
Contingency Time
Fallback Plans
Comments
124. 14
RISK MANAGEMENT PLAN : 32 ﺟﺪول
Project Title:
Date Prepared:
Methodology
Roles and Responsibilities
Risk Categories
Page 1 of 5
126. 14
RISK MANAGEMENT PLAN
Project Title:
Date Prepared:
Frequency and Timing
Stakeholder Risk Tolerances
Tracking and Audit
Page 3 of 5
127. 14
RISK MANAGEMENT PLAN
Definitions of Probability
Very high
High
Medium
Low
Very low
RISK MANAGEMENT PLAN
Probability and Impact Matrix
Definitions of Impact by Objective
Scope
Quality
Very high
High
Medium
Low
Very low
Page 4 of 5
Time
Cost
128. 15
PROCUREMENT MANAGEMENT PLAN : 33 ﺟﺪول
Project Title:
Date Prepared:
Procurement Authority
Roles and Responsibilities:
Project Manager
Procurement Department
1.
1.
2.
2.
3.
3.
4.
4.
5.
5.
Standard Procurement Documents
1.
2.
3.
4.
5.
Contract Type
Page 1 of 3
129. 14
PROCUREMENT MANAGEMENT PLAN
Bonding and Insurance Requirements
Selection Criteria
Weight
Criteria
Procurement Assumptions and Constraints
Page 2 of 3
131. 14
STAKEHOLDER MANAGEMENT PLAN : 34 ﺟﺪول
Project Title:
Stakeholder
Date Prepared:
Unaware
Resistant
Neutral
Supportive
C = Current level of engagement D = Desired level of engagement
Stakeholder
Communication Needs
Method/Medium
Pending Stakeholder Changes
Page 1 of 2
Timing/Frequency
Leading
136. CHANGE LOG :36 ﺟﺪول
Project Title:
Change ID
Date Prepared:
Category
Description of Change
Submitted by
Submission Date
Status
Disposition
137. 20
DECISION LOG :37 ﺟﺪول
Project Title:
ID
Category
Date Prepared:
Decision
Responsible Party
Page 1 of 2
Date
Comments
138. 21
TEAM DIRECTORY :38 ﺟﺪول
Project Title:
Name
Date Prepared:
Role
Department
E-mail
Page 1 of 2
Phone Numbers
(Mobile and Work)
Location
Work Hours
141. 24
TEAM PERFORMANCE ASSESSMENT
Team Morale
Exceeds Expectations
Meets Expectations
Comments:
Areas for Development
Area
Approach
Page 1 of 2
Actions
Needs Improvement
142. 25
TEAM MEMBER STATUS REPORT :40 ﺟﺪول
MEMBER STATUS REPORT
Project Title:
Date Prepared:
Team Member:
Role:
Activities Planned for This Reporting Period
1.
2.
3.
4.
5.
6.
Activities Accomplished This Reporting Period
1.
2.
3.
4.
5.
6.
Page 1 of 2
144. 27
TEAM MEMBER STATUS REPORT
Root Cause of Variances
Funds Spent This Reporting Period
Funds Planned to Be Spent This Reporting Period
Page 1 of 2
145. 28
TEAM MEMBER STATUS REPORT
Root Cause of Variances
Quality Variances Identified This Period
Planned Corrective or Preventive Action
Page 1 of 2
146. 29
TEAM MEMBER STATUS REPORT
Activities Planned for Next Reporting Period
1.
2.
3.
4.
5.
Costs Planned for Next Reporting Period
New Risks Identified
Risk
Issues
Issue
Page 1 of 2
152. ISSUE LOG :43 ﺟﺪول
ISSUE LOG
Project Title:
Issue ID
Date Prepared:
Category
Responsible Party
Issue
Actions
Impact on Objectives
Status
Due Date
Comments
Urgency
153. PROJECT PERFORMANCE REPORT :44 ﺟﺪول
Project Title:
Project Manager:
Date Prepared:
Sponsor:
Accomplishments for This Reporting Period
1.
Accomplishments Planned but Not Completed This Reporting Period
1.
Root Cause of Variances
154. 37
PROJECT PERFORMANCE REPORT
Impact to Upcoming Milestones or Project Due Date
Planned Corrective or Preventive Action
Funds Spent This Reporting Period
Root Cause of Variances
Page 1 of 2
155. 38
PROJECT PERFORMANCE REPORT
Impact to Overall Budget or Contingency Funds
Planned Corrective or Preventive Action
Accomplishments Planned for Next Reporting Period
1.
Costs Planned for Next Reporting Period
Page 1 of 2
157. 40
VARIANCE ANALYSIS :45 ﺟﺪول
Project Title:
Date Prepared:
Schedule Variance
Planned Result
Actual Result
Variance
Root Cause
Planned Response
Cost Variance
Planned Result
Actual Result
Page 1 of 2
Variance
159. FORMAL ACCEPTANCE FORM :46 ﺟﺪول
Project Title:
ID
Date Prepared:
Requirement
Acceptance Criteria
Validation Method
Status
Comments
Signoff
160. EARNED VALUE STATUS REPORT : 47 ﺟﺪول
Project Title:
Date Prepared:
Budget at Completion (BAC):
Overall Status:
Current Reporting
Period
Planned value (PV)
Earned value (EV)
Actual cost (AC)
Schedule variance (SV)
Cost variance (CV)
Schedule performance index (SPI)
Cost performance index (CPI)
Root Cause of Schedule Variance:
Schedule Impact:
Root Cause of Cost Variance:
Budget Impact:
Percent planned
Percent earned
Percent spent
Estimates at Completion (EAC):
EAC w/CPI [BAC/CPI]
EAC w/ CPI*SPI [AC+((BAC-EV)/
(CPI*SPI))]
Selected EAC, Justification, and Explanation
To complete performance index (TCPI)
Current
Period Cumulative
Past Period
Cumulative
161. 44
RISK AUDIT : 48 ﺟﺪول
RISK
Project Title:
Project Auditor:
Date Prepared:
Audit Date:
Risk Event Audit
Event
Cause
Response
Comment
Risk Response Audit
Event
Response
Successful
Actions to Improve
Risk Management Process Audit
Process
Followed
Tools and Techniques Used
Plan Risk Management
Identify Risks
Perform Qualitative Assessment
Perform Quantitative
Assessment
Plan Risk Responses
Monitor and Control Risks
Page 1 of 2
162. 45
RISK AUDIT
Description of Good Practices to Share
Description of Areas for Improvement
CONTRACTOR STATUS REPORT :49 ﺟﺪول
Project Title:
Vendor:
Date Prepared:
Contract #:
Scope Performance This Reporting Period
Page 1 of 2
164. 47
CONTRACTOR STATUS REPORT
Cost Performance This Reporting Period
Forecast Performance for Future Reporting Periods
Claims or Disputes
Risks
Page 1 of 2
168. 3
LESSONS LEARNED:51 ﺟﺪول
Project Title:
Date Prepared:
Project Performance Analysis
What Worked Well
Requirements definition and management
Scope definition and management
Schedule development and control
Cost estimating and control
Quality planning and control
Human resource availability, team development,
and performance
Communication management
Stakeholder management
Reporting
Risk management
Procurement planning and management
Process improvement information
Product-specific information
Other
Page 3 of 2
What Can Be Improved
169. 4
LESSONS LEARNED
Risks and Issues
Risk or Issue Description
Response
Comments
Resolution
Comments
Quality Defects
Defect Description
Vendor Management
Vendor
Issue
Resolution
Comments
Other
Areas of Exceptional Performance
Areas for Improvement
Page 4 of 2
170. PROCUREMENT AUDIT :52 ﺟﺪول
Project Title:
Date Prepared:
Project Auditor:
Audit Date:
Vendor Performance Audit
What Worked Well
Scope
Quality
Schedule
Cost
Other
What Can Be Improved
Scope
Quality
Schedule
Cost
Other
Procurement Management Process Audit
Process
Plan Procurements
Conduct Procurements
Administer Procurements
Close Procurements
Followed
Tools and Techniques Used
172. 7
CONTRACT CLOSE-OUT:53 ﺟﺪول
Project Title:
Date Prepared:
Project Manager:
Contract Representative:
Vendor Performance Analysis
What Worked Well:
Scope
Quality
Schedule
Cost
Other
What Can Be Improved:
Scope
Quality
Schedule
Cost
Other
Record of Contract Changes
Change ID
Change Description
Page 7 of 2
Date Approved
173. 8
CONTRACT CLOSE-OUT
Record of Contract Disputes
Description
Resolution
Date of Contract Completion
Signed Off by
Date of Final Payment
Page 8 of 2
Date Resolved
174. 9
DR.Rami Bittar
Master business Administration (MBA)…at Skema
business school.
Certificate in The business policy and Strategy
Management At skema business school campus of
Paris.
Member in Project Management Institute.
Certificate in project Management from PMI Mena
chapter…and membership in PMI.
Bachelor in Pharmacy from Aleppo University.
Certificate in Supervisory & Team Leadership
from Mercury international.
Certificate in creative thinking From Winners
institute
Page 9 of 2