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idiots guide to project management PDF

433 Pages·2009·9.78 MB·English
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Project Management Second Edition by Sunny and Kim Baker A Pearson Education Company 201 West 103rd Street Indianapolis, IN 46290 Copyright © 2000 by Sunny and Kim Baker All rights reserved. No part of this book shall be reproduced, stored in a retrieval sys- tem, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise, without written permission from the publisher. No patent liability is as- sumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of information contained herein. For information, ad- dress Alpha Books, 201 West 103rd Street, Indianapolis, IN 46290. THE COMPLETE IDIOT’S GUIDE TO and Design are registered trademarks of Pearson Education, Inc. International Standard Book Number: 0-02-863920-0 Library of Congress Catalog Card Number: Available upon request. 02 01 00 8 7 6 5 4 3 2 1 Interpretation of the printing code: The rightmost number of the first series of num- bers is the year of the book’s printing; the rightmost number of the second series of numbers is the number of the book’s printing. For example, a printing code of 00-1 shows that the first printing occurred in 2000. Printed in the United States of America Note: This publication contains the opinions and ideas of its authors. It is intended to provide helpful and informative material on the subject matter covered. It is sold with the understanding that the authors and publisher are not engaged in rendering profes- sional services in the book. If the reader requires personal assistance or advice, a com- petent professional should be consulted. The authors and publisher specifically disclaim any responsibility for any liability, loss, or risk, personal or otherwise, which is incurred as a consequence, directly or in- directly, of the use and application of any of the contents of this book. Publisher Marie Butler-Knight Product Manager Phil Kitchel Managing Editor Cari Luna Senior Acquisitions Editor Renee Wilmeth Development Editor Nancy D. Warner Production Editor Billy Fields Copy Editor Amy Lepore Illustrator Jody P. Schaeffer Cover Designers Mike Freeland Kevin Spear Book Designers Scott Cook and Amy Adams of DesignLab Indexer Angie Bess Layout/Proofreading Svetlana Dominguez Terri Edwards Bob LaRoche Donna Martin Gloria Schurick Contents at a Glance Part 1: Project Management Power 1 1 Projects, Projects Everywhere 3 Identify the projects in your enterprise that need better management. 2 The Processes That Work 13 Discover how the project management processes and the project lifecycle come together for triumph. 3 The Rules of the Project Game 25 Understand what it takes to meet your project goals. 4 You? A Project Manager? 35 Learn what it takes to succeed as a project manager. Part 2: The Project Initiation Processes 45 5 Identifying Stakeholders and Defining Their Roles 47 Identify the stakeholders and how you’ll work with them. 6 Selecting the Projects That Are Worth Doing 55 How to select and prioritize worthwhile projects for your enterprise. 7 Scoping Out the Goals for a Project 63 Identify the results you want to achieve and reach consen- sus to proceed with the project. 8 Understanding Risks and Constraints 77 Understand how to anticipate and manage the things that can get in your way on a project. Part 3: The Project Planning Processes 87 9 The Breakdown of Tasks: What Really Needs to Be Done? 89 Describe the actual chunks of work that make up your project. 10 The Network Diagram: A Map for Your Project 103 Develop a map of tasks for getting successfully from the beginning to end of your project. 11 Getting What You Need: Supplies, Equipment, and Other Stuff 121 Get the best resources, materials, and supplies to complete your project. 12 Building a Winning Implementation Team 129 Finding people with the right skills and experience to bring your project in as planned. 13 Project Start to Finish—Establishing the Time to Get Things Done 147 Turn time estimates into realistic start and finish dates. 14 The Steps to the Critical Path and a Balanced Schedule 165 Learn why you need to find the critical path and how it affects your schedule. 15 Budgeting Options for Your Project 181 Getting all the money you need to get things done. 16 Putting It All Together: The Approved Plan 195 How to assemble a complete project plan and get it approved. Part 4: The Executing Processes 209 17 Getting Started on the Right Track 211 The first steps are often the most important ones in proj- ect success. 18 Leadership and You: Taking the Bull by the Horns 221 Assume your leadership role as project manager and guide the team in the right direction. 19 What an Organization! 231 Organize your project team for productivity and communi- cation. 20 Operating Guidelines: Setting Up to Get Things Done 245 Master the processes and procedures necessary for project success. 21 Making Your Communications Count 259 How to let people know what’s going on as the project pro- gresses. Part 5: The Controlling Processes 269 22 Monitoring and Control: Keeping on Top of Schedules and Expenses 271 Techniques to stay on top of schedules, work, people, and expenses. 23 Conflicts: Resolving and Benefiting from Them 285 Ways to keep things positive in spite of personal differ- ences. 24 Changes, Changes, and More Changes 295 Balancing the project priorities to stay on track. 25 When Push Comes to Shove, You Can Always Negotiate 309 Turn project differences into consensus. 26 Common Project Problems: Get Them Before They Get You 317 Solve the most predictable project problems before they start. Part 6: The Closing Processes 327 27 Will the Last One Out Please Turn Off the Lights … 329 Bring your project to a smooth conclusion. 28 The Final Evaluation: The Short and Long of It 339 Analyze and learn from your experience in the final proj- ect report. Part 7: The Organization and Tools to Make Project Management Prosper 349 29 The Project-Enabled Organization 351 Focusing your business culture on project success. 30 Software for All Projects Great and Small 361 How to choose the best project management software for any project or organization. Appendices A Glossary of Project Terms 377 B Resources for Project Managers 385 Index 389 Contents Part 1: Project Management Power 1 1 Projects, Projects Everywhere 3 Why You Need a New Project-Oriented Outlook ................4 All Projects Are Work, but Not All Work Is a Project ..........5 Above and Beyond the Ordinary Work................................5 If It’s Not a Project, It’s Just Plain Work ..............................6 Project Success: A Balance Among Time, Resources, Results, and Perceptions ....................................................7 It’s Not Magic........................................................................8 They’re Not Always Created Equal ......................................9 How Many Projects Are You Responsible For? ....................9 All Projects Great and Small ..............................................10 The Next Step ....................................................................12 2 The Processes That Work 13 Why Do You Need to Learn About Project Management?....................................................................14 What Is Project Management All About? ..........................14 Putting You In Charge ........................................................14 Okay, but Does It Really Work? ..........................................15 Tools for Modern Times......................................................16 All Projects Mundane and Marvelous ................................16 Can Project Management Help You? ................................16 The Five Processes of Project Management........................17 Project Initiating Process......................................................17 Project Planning Process ......................................................18 Project Executing Process ....................................................19 Project Controlling Process ..................................................19 Project Closing Process ........................................................20 A Rose by Any Other Name................................................20 How the Project Processes Work Together Over Time ......21 The Lifecycle of a Project ....................................................21 Different Names, Same Idea ................................................22 Project Lifecycles Versus Product Lifecycles ......................22 Not Just the Same Old Routine ..........................................23 The Complete Idiot’s Guide to Project Management, Second Edition 3 The Rules of the Project Game 25 Universal Project Success Criteria ......................................25 Project Failure—The Reasons Are Simple ..........................26 12 Golden Rules of Project Management Success..............26 Rule 1: Thou Shalt Gain Consensus on Project Outcomes ....27 Rule 2: Thou Shalt Build the Best Team You Can ................28 Rule 3: Thou Shalt Develop a Comprehensive, Viable Plan and Keep It Up-to-Date..............................................28 Rule 4: Thou Shalt Determine How Much Stuff You Really Need to Get Things Done ........................................29 Rule 5: Thou Shalt Have a Realistic Schedule ......................29 Rule 6: Thou Won’t Try to Do More than Can Be Done ......30 Rule 7: Thou Will Remember that People Count ..................30 Rule 8: Thou Will Gain the Formal and Ongoing Support of Management and Stakeholders ......................................31 Rule 9: Thou Must Be Willing to Change ............................31 Rule 10: Thou Must Keep Others Informed of What You’re Up To ....................................................................32 Rule 11: Thou Must Be Willing to Try New Things..............32 Rule 12: Thou Must Become a Leader..................................32 Keep Your Eyes on the Prize ..............................................33 4 You? A Project Manager? 35 The Accidental Project Manager ........................................35 Dealing with Dual Responsibilities ....................................36 What Do You Need to Do? ................................................37 Learn to Plan and Act ........................................................37 You Must Be a Manager and a Leader..................................38 Focus on the Project’s End ..................................................38 The Leadership Roles of the Project Manager....................38 Interpersonal Roles ..............................................................39 Informational Roles ............................................................39 Decisional Roles ..................................................................40 The Other Business Management Roles................................40 The Seven Traits of Good Project Managers ......................40 Trait 1: Enthusiasm for the Project ......................................40 Trait 2: The Ability to Manage Change Effectively ..............41 Trait 3: A Tolerant Attitude Toward Ambiguity....................41 Trait 4: Team Building and Negotiating Skills......................42 Trait 5: A Customer-First Orientation ..................................42 viii Contents Trait 6: Adherence to the Priorities of Business ....................42 Trait 7: Knowledge of the Industry or Technology ................43 Be the Best Leader You Can Be ..........................................43 Part 2: The Project Initiation Processes 45 5 Identifying Stakeholders and Defining Their Roles 47 Start by Identifying the Stakeholders ................................47 The Stakeholder Roles ........................................................48 The Customer ....................................................................48 The Project Sponsor ............................................................49 Functional Management......................................................50 The Review and Approval Team ..........................................50 The Core Project Implementation Team ..............................51 The Other Implementation Team Members— Who Are They? ................................................................52 Working Together: The Magic Success Formula ................52 6 Selecting the Projects That Are Worth Doing 55 The First Step in Project Initiation: Deciding What to Do ......................................................................56 Telling Good from Bad ......................................................56 Eight Steps to Determine the Most Important Projects ..............................................................56 The Project Charter Gets Things Going ............................61 So, How Will It All Get Done? ..........................................62 7 Scoping Out the Goals for a Project 63 Why Bother with the Goals? I Know What I Want to Do! ......................................................................64 Clear Project Goals Make Sense to Everyone ....................65 The Primary Goals of Every Project ..................................66 Six Criteria for Setting Great Goals ....................................66 Criterion 1: Goals Must Be Specific......................................67 Criterion 2: Goals Must Be Realistic ....................................67 Criterion 3: Goals Must Have a Time Component................68 ix

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