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 Building Services

      Scorecard Example13

      Technical Building Services

      Scorecard14

      BEGINNING OF THE

      SELF-ASSESSMENT:15

      CRITERION #1: RECOGNIZE16

      CRITERION #2: DEFINE:28

      CRITERION #3: MEASURE:45

      CRITERION #4: ANALYZE:59

      CRITERION #5: IMPROVE:75

      CRITERION #6: CONTROL:92

      CRITERION #7: SUSTAIN:105

      Technical Building Services and Managing Projects, Criteria for Project Managers:130

      1.0 Initiating Process Group: Technical Building Services131

      1.1 Project Charter: Technical Building Services133

      1.2 Stakeholder Register: Technical Building Services135

      1.3 Stakeholder Analysis Matrix: Technical Building Services136

      2.0 Planning Process Group: Technical Building Services138

      2.1 Project Management Plan: Technical Building Services140

      2.2 Scope Management Plan: Technical Building Services142

      2.3 Requirements Management Plan: Technical Building Services144

      2.4 Requirements Documentation: Technical Building Services146

      2.5 Requirements Traceability Matrix: Technical Building Services148

      2.6 Project Scope Statement: Technical Building Services150

      2.7 Assumption and Constraint Log: Technical Building Services152

      2.8 Work Breakdown Structure: Technical Building Services154

      2.9 WBS Dictionary: Technical Building Services156

      2.10 Schedule Management Plan: Technical Building Services158

      2.11 Activity List: Technical Building Services160

      2.12 Activity Attributes: Technical Building Services162

      2.13 Milestone List: Technical Building Services164

      2.14 Network Diagram: Technical Building Services166

      2.15 Activity Resource Requirements: Technical Building Services168

      2.16 Resource Breakdown Structure: Technical Building Services170

      2.17 Activity Duration Estimates: Technical Building Services172

      2.18 Duration Estimating Worksheet: Technical Building Services174

      2.19 Project Schedule: Technical Building Services176

      2.20 Cost Management Plan: Technical Building Services178

      2.21 Activity Cost Estimates: Technical Building Services180

      2.22 Cost Estimating Worksheet: Technical Building Services182

      2.23 Cost Baseline: Technical Building Services184

      2.24 Quality Management Plan: Technical Building Services186

      2.25 Quality Metrics: Technical Building Services188

      2.26 Process Improvement Plan: Technical Building Services190

      2.27 Responsibility Assignment Matrix: Technical Building Services192

      2.28 Roles and Responsibilities: Technical Building Services194

      2.29 Human Resource Management Plan: Technical Building Services196

      2.30 Communications Management Plan: Technical Building Services198

      2.31 Risk Management Plan: Technical Building Services200

      2.32 Risk Register: Technical Building Services202

      2.33 Probability and Impact Assessment: Technical Building Services204

      2.34 Probability and Impact Matrix: Technical Building Services206

      2.35 Risk Data Sheet: Technical Building Services208

      2.36 Procurement Management Plan: Technical Building Services210

      2.37 Source Selection Criteria: Technical Building Services212

      2.38 Stakeholder Management Plan: Technical Building Services214

      2.39 Change Management Plan: Technical Building Services216

      3.0 Executing Process Group: Technical Building Services218

      3.1 Team Member Status Report: Technical Building Services220

      3.2 Change Request: Technical Building Services222

      3.3 Change Log: Technical Building Services224

      3.4 Decision Log: Technical Building Services226

      3.5 Quality Audit: Technical Building Services228

      3.6 Team Directory: Technical Building Services231

      3.7 Team Operating Agreement: Technical Building Services233

      3.8 Team Performance Assessment: Technical Building Services235

      3.9 Team Member Performance Assessment: Technical Building Services238

      3.10 Issue Log: Technical Building Services240

      4.0 Monitoring and Controlling Process Group: Technical Building Services242

      4.1 Project Performance Report: Technical Building Services244

      4.2 Variance Analysis: Technical Building Services246

      4.3 Earned Value Status: Technical Building Services248

      4.4 Risk Audit: Technical Building Services250

      4.5 Contractor Status Report: Technical Building Services252

      4.6 Formal Acceptance: Technical Building Services254

      5.0 Closing Process Group: Technical Building Services256

      5.1 Procurement Audit: Technical Building Services258

      5.2 Contract Close-Out: Technical Building Services260

      5.3 Project or Phase Close-Out: Technical Building Services262

      5.4 Lessons Learned: Technical Building Services264

      Index266

      CRITERION #1: RECOGNIZE