Gerardus Blokdyk

Technical Reference Model A Complete Guide - 2020 Edition


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tenth. Then transfer to the corresponding spoke in the Technical Reference Model Scorecard on the second next page of the Self-Assessment.

      Your completed Technical Reference Model Scorecard will give you a clear presentation of which Technical Reference Model areas need attention.

      Technical Reference Model

      Scorecard Example

      Example of how the finalized Scorecard can look like:

      Technical Reference Model

      Scorecard

      Your Scores:

      BEGINNING OF THE

      SELF-ASSESSMENT:

      Table of Contents

      About The Art of Service8

      Included Resources - how to access8

      Purpose of this Self-Assessment10

      How to use the Self-Assessment11

      Technical Reference Model

      Scorecard Example13

      Technical Reference Model

      Scorecard14

      BEGINNING OF THE

      SELF-ASSESSMENT:15

      CRITERION #1: RECOGNIZE16

      CRITERION #2: DEFINE:28

      CRITERION #3: MEASURE:43

      CRITERION #4: ANALYZE:58

      CRITERION #5: IMPROVE:74

      CRITERION #6: CONTROL:90

      CRITERION #7: SUSTAIN:102

      Technical Reference Model and Managing Projects, Criteria for Project Managers:127

      1.0 Initiating Process Group: Technical Reference Model128

      1.1 Project Charter: Technical Reference Model130

      1.2 Stakeholder Register: Technical Reference Model132

      1.3 Stakeholder Analysis Matrix: Technical Reference Model133

      2.0 Planning Process Group: Technical Reference Model135

      2.1 Project Management Plan: Technical Reference Model137

      2.2 Scope Management Plan: Technical Reference Model139

      2.3 Requirements Management Plan: Technical Reference Model141

      2.4 Requirements Documentation: Technical Reference Model143

      2.5 Requirements Traceability Matrix: Technical Reference Model145

      2.6 Project Scope Statement: Technical Reference Model147

      2.7 Assumption and Constraint Log: Technical Reference Model150

      2.8 Work Breakdown Structure: Technical Reference Model152

      2.9 WBS Dictionary: Technical Reference Model154

      2.10 Schedule Management Plan: Technical Reference Model157

      2.11 Activity List: Technical Reference Model159

      2.12 Activity Attributes: Technical Reference Model161

      2.13 Milestone List: Technical Reference Model163

      2.14 Network Diagram: Technical Reference Model165

      2.15 Activity Resource Requirements: Technical Reference Model167

      2.16 Resource Breakdown Structure: Technical Reference Model169

      2.17 Activity Duration Estimates: Technical Reference Model171

      2.18 Duration Estimating Worksheet: Technical Reference Model173

      2.19 Project Schedule: Technical Reference Model175

      2.20 Cost Management Plan: Technical Reference Model177

      2.21 Activity Cost Estimates: Technical Reference Model179

      2.22 Cost Estimating Worksheet: Technical Reference Model181

      2.23 Cost Baseline: Technical Reference Model183

      2.24 Quality Management Plan: Technical Reference Model185

      2.25 Quality Metrics: Technical Reference Model187

      2.26 Process Improvement Plan: Technical Reference Model189

      2.27 Responsibility Assignment Matrix: Technical Reference Model191

      2.28 Roles and Responsibilities: Technical Reference Model193

      2.29 Human Resource Management Plan: Technical Reference Model195

      2.30 Communications Management Plan: Technical Reference Model197

      2.31 Risk Management Plan: Technical Reference Model199

      2.32 Risk Register: Technical Reference Model201

      2.33 Probability and Impact Assessment: Technical Reference Model203

      2.34 Probability and Impact Matrix: Technical Reference Model205

      2.35 Risk Data Sheet: Technical Reference Model207

      2.36 Procurement Management Plan: Technical Reference Model209

      2.37 Source Selection Criteria: Technical Reference Model211

      2.38 Stakeholder Management Plan: Technical Reference Model213

      2.39 Change Management Plan: Technical Reference Model215

      3.0 Executing Process Group: Technical Reference Model217

      3.1 Team Member Status Report: Technical Reference Model219

      3.2 Change Request: Technical Reference Model221

      3.3 Change Log: Technical Reference Model223

      3.4 Decision Log: Technical Reference Model225

      3.5 Quality Audit: Technical Reference Model227

      3.6 Team Directory: Technical Reference Model230

      3.7 Team Operating Agreement: Technical Reference Model232

      3.8 Team Performance Assessment: Technical Reference Model234

      3.9 Team Member Performance Assessment: Technical Reference Model236

      3.10 Issue Log: Technical Reference Model238

      4.0 Monitoring and Controlling Process Group: Technical Reference Model240

      4.1 Project Performance Report: Technical Reference Model242

      4.2 Variance Analysis: Technical Reference Model244

      4.3 Earned Value Status: Technical Reference Model246

      4.4 Risk Audit: Technical Reference Model248

      4.5 Contractor Status Report: Technical Reference Model250

      4.6 Formal Acceptance: Technical Reference Model252

      5.0 Closing Process Group: Technical Reference Model254

      5.1 Procurement Audit: Technical Reference Model256

      5.2 Contract Close-Out: Technical Reference Model259

      5.3 Project or Phase Close-Out: Technical Reference Model261

      5.4 Lessons Learned: Technical Reference Model263

      Index265

      CRITERION #1: RECOGNIZE

      INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.

      In my belief, the answer to this question is clearly defined:

      5