Contemporary Project Management

484 Pages·2014·14.847 MB·English

by  Timothy Kloppenborg

Contemporary K Contemporary
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Project Management n
Project Management
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Timothy J. Kloppenborg C
o Timothy J. Kloppenborg Th ird Edition
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Contemporary Project Management, 3e includes both time-tested and cutting-edge
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p roject management techniques that are invaluable to you as a student or practitioner.
Check out some of the features of this text: p
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• A gile Approach to Project Planning and Management. The text fully integrates the
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agile approach and uses a margin icon and alternate font color to emphasize the a
difference between agile and traditional project management methods. r
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• PMBOK® Guide Approach. This edition covers all knowledge areas and processes
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from the fi fth edition of the PMBOK® Guide and now includes ten PMBOK® Guide-type
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questions at the end of each chapter. All glossary defi nitions also refl ect the fi fth edition
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of the PMBOK® Guide.
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• R eal Project Management Examples. Each chapter contains examples from practitioners e
at actual companies in the U.S. and abroad. c
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• Actual Projects as Learning Vehicles. At the end of each chapter, there is an example

project with a list of deliverables. Microsoft® Word and Excel templates for many M
project management techniques are also available on the textbook companion site.
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• F ull Integration of Microsoft® Project Professional 2013. Using screen captures, the
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text shows step-by-step instructions for automating project management techniques
and processes in Microsoft® Project 2013. a
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m
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Need a study break? Get a break on the study materials designed for your course!
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Find Flashcards, Study Guides, Solutions Manuals and more . . .
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Visit www.cengagebrain.com/studytools today to find discounted study tools!
Th ird Edition
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MSProject2013InstructionsinContemporaryProjectManagement3e
Chapter MSProject
4 IntroductiontoMSProject2013
Toolbars,ribbons, andwindow panes
InitializeMS ProjectforUse
Autoschedule, startdate, identifying information, summary row
CreateMilestoneSchedule
Keymilestones,projected finish dates,information
6 SetupWorkBreakdown Structure (WBS)
UnderstandWBS definitionsand displays,enter summaries, createtheoutline,
Insertrownumbercolumn,Hide/show desired amount ofdetail
7 SetupSchedule inMSProject
Defineorganization’s holidays,turnoff changehighlighting, understand types
ofprojectdata
BuildLogical NetworkDiagram
Entertasks andmilestones, define dependencies, understandnetwork
diagram presentation,verify accuracy
UnderstandCritical Path
Assignduration estimates, identifycritical path
DisplayandPrintSchedules
8 DefineResources
Resourceviews, maxunits, resourcecalendars
AssigningResources
Insplitviewenterwork, selectresource, modifyassignments
IdentifyOver allocatedResources
Resourceusageand DetailedGanttviewstogether
Dealingwith OverAllocations
Manualleveling andjudgment
9 DevelopBottom-upProjectBudget
Assignmentcosts,activity costs,various costperspectives
DevelopSummaryProjectBudget
11 BaselineProjectPlan
14 ReportProgress
HowMSProjectrecalculatesbaseduponactual performance, current and futureimpacts
ofvariances, define theperformance update process(what,when,and how)
UpdatetheProjectSchedule
Acquireperformance data,set anddisplay statusdate, Enterduration-
basedperformance data, reschedule remainingwork, reviseestimates
15 CloseProject
Completeschedule, archiveschedule, capture andpublishlessons learned
PMBOK® Guide 5e Coverage in Contemporary Project Management 3e
The numbers refer to the text page where the process is defined.
Project management(PM)processes andknowledgeareas9 Project life cycle6-8,62-64
Projectsand strategicplanning 28-31 Organizational influences54-61
Portfolio andprogram management31-34 Stakeholders 65-74
PMBOK®Guide5thed.Coverage
Initiating Monitoring& Closing
Knowledge Process Executing Controlling Process
Areas Group PlanningProcessGroup ProcessGroup ProcessGroup Group
Project Develop DevelopProjectManagement Directand Monitorand CloseProject
Integration Project Plan116-118,306-308 ManageProject ControlProject orPhase
Management charter84-99 Work383-384 Work385-386 425-430
PerformIntegrated
ChangeControl
158-160,386-387
ProjectScope PlanScopeManagement146 ValidateScope
Management CollectRequirements 146-148 422
DefineScope148-150 ControlScope
CreateWBS150-158 400-401
ProjectTime PlanScheduleManagement172 ControlSchedule
Management DefineActivities175-176 172,401-405
SequenceActivities176-181
EstimateActivityResources
211-212
EstimateActivityDurations
181-184
DevelopSchedule184-192
ProjectCost PlanCostManagement 246 ControlCosts
Management EstimateCosts246-256 259,401-405
DetermineBudget256-259
ProjectQuality PlanQualityManagement PerformQuality ControlQuality
Management 302-306 Assurance392-393 306,393-400
ProjectHuman PlanHumanResource AquireProject
Resources Management212-216 Team 348-350
Management DevelopProject
Team 350-364
ManageProject
Team364-367
Project PlanCommunications Manage Control
Communications Management126-130 Communications Communications
Management 388-391 391
ProjectRisk PlanRiskManagement270-275 ControlRisks
Management IdentifyRisks95,275-277 387-388
PerformQualitativeRisk
Analysis95-96,277-280
PerformQuantitativeRisk
Analysis 280
PlanRiskResponses96,281-283
Project PlanProcurement Conduct Control Close
Procurement Management324-327, Procurements Procurments Procurements
Management 331-333 327-331 334 424-425
Project Identify PlanStakeholder Manage Control
Stakeholder Stakeholders Management124-126 Stakeholder Stakeholder
Management 97,119-123 Engagement Engagement
123-124,367-368 368-369
Source:AdaptedfromAGuidetotheProjectManagementBodyofKnowledge(PMBOK®Guide),5thed.(NewtownSquare,PA:
ProjectManagementInstitute,Inc.,2013):43.
Contemporary Project
Management
Organize / Plan / Perform
THIRD EDITION
TIMOTHY J. KLOPPENBORG
Xavier University
Australia(cid:129)Brazil(cid:129)Japan(cid:129)Korea(cid:129)Mexico(cid:129)Singapore(cid:129)Spain(cid:129)UnitedKingdom(cid:129)UnitedStates
ContemporaryProjectManagement: ©2015,2012CengageLearning
Organize/Plan/Perform,
ThirdEdition WCN: 02-200-208
TimothyJ.Kloppenborg
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1 2 3 4 5 6 7 18 17 16 15 14 13
Brief Contents
Project Deliverables xiii
Preface xv
About the Author xxii
PART1 Organizing Projects
1 Introduction to Project Management 2
2 Project Selection and Prioritization 26
3 Organizational Capability: Structure, Culture, and Roles 52
4 Chartering Projects 82
PART2 Planning Projects
5 Stakeholder Analysis and Communication Planning 114
6 Scope Planning 144
7 Scheduling Projects 170
8 Resourcing Projects 208
9 Budgeting Projects 244
10 Project Risk Planning 268
11 Project Quality Planning and Project Kickoff 290
PART3 Performing Projects
12 Project Supply Chain Management 320
13 Leading and Managing Project Teams 346
14 Determining Project Progress and Results 380
15 Finishing the Project and Realizing the Benefits 420
Appendix A PMP® and CAPM® Exam Prep Suggestions 439
Appendix B Strengths Themes as Used in Project Management (available on the
textbook companion site)
Glossary Terms from the PMBOK® Guide 443
Index 451
iii
Contents
Project Deliverables...........................................................xiii
Preface .......................................................................xv
About the Author ........................................................... xxii
PART 1 Organizing Projects
1
CHAPTER
Introduction to Project Management......................................... 2
1.1WhatIsaProject? 4
1.2Historyof ProjectManagement 4
1.3HowCan ProjectWork BeDescribed? 5
1.3a Projects versusOperations 5 / 1.3b SoftSkillsand HardSkills 5 / 1.3c Authority
andResponsibility 6 / 1.3d ProjectLife Cycle 6
1.4Understanding Projects 8
1.4a ProjectManagement Institute 8 / 1.4b ProjectManagement BodyofKnowledge
(PMBOK®) 9 / 1.4c SelectingandPrioritizingProjects 10 / 1.4d ProjectGoalsand
Constraints 10 / 1.4e Defining ProjectSuccess andFailure 11 / 1.4f Using
MicrosoftProjecttoHelpPlanandMeasureProjects 12 / 1.4g TypesofProjects 12 /
1.4h Scalability ofProjectTools 14
1.5Project Roles 14
1.5a ProjectExecutive-LevelRoles 14 / 1.5b ProjectManagement-Level Roles 14 /
1.5c ScrumMaster 15 / 1.5d ProjectAssociate-Level Roles 15
1.6Overview oftheBook 15
1.6a Part1:OrganizingandInitiatingProjects 15 / 1.6b Part2:PlanningProjects 17 /
1.6c Part3:PerformingProjects 18
Summary 19
KeyTermsfrom thePMBOK®Guide 19
ChapterReviewQuestions 20
DiscussionQuestions 20
PMBOK®GuideQuestions 20
ExampleProject Instructions 21
References 22
Endnotes 22
ProjectManagementinAction:UsingAppreciativeInquirytoUnderstandProjectManagement 24
2
CHAPTER
Project Selection and Prioritization ......................................... 26
2.1StrategicPlanningProcess 28
2.1a StrategicAnalysis 28 / 2.1b GuidingPrinciples 28 / 2.1c StrategicObjectives 31 /
2.1d Flow-Down Objectives 31
2.2Portfolio Management 31
2.2a Portfolios 32 / 2.2b Programs 32 / 2.2c Projectsand Subprojects 33 /
2.2d AssessinganOrganization’sAbilitytoPerformProjects 34 / 2.2e Identifying
iv
Contents v
Potential Projects 35 / 2.2f Methods forSelecting Projects 36 / 2.2g Usinga
Cost-Benefit AnalysisModeltoSelectProjects 36 / 2.2h UsingaScoringModeltoSelect
Projects 38 / 2.2i PrioritizingProjects 40 / 2.2j Resourcing Projects 41
2.3SecuringProjects 41
2.3a IdentifyPotentialProjectOpportunities 42 / 2.3b DetermineWhichOpportunitiesto
Pursue 42 / 2.3c Prepare andSubmitaProjectProposal 43 / 2.3d Negotiate to
Secure theProject 44
Summary 44
KeyTermsfromthePMBOK®Guide 45
Chapter ReviewQuestions 45
DiscussionQuestions 45
PMBOK®Guide Questions 46
Exercises 46
ExampleProject Instructions 47
References 47
Endnotes 48
ProjectManagementinAction:PrioritizingProjectsatD.D.Williamson 49
3
CHAPTER
Organizational Capability: Structure, Culture, and Roles ..................... 52
3.1Typesof Organizational Structures 54
3.1a Functional 54 / 3.1b Projectized 55 / 3.1c Matrix 56
3.2Organizational Cultureand ItsImpactonProjects 59
3.2a Culture oftheParentOrganization 60 / 3.2b ProjectCultural Norms 61
3.3Project LifeCycles 62
3.3a Define-Measure-Analyze-lmprove-Control (DMAIC)Model 62 / 3.3b Research and
Development (R&D)ProjectLife CycleModel 62 / 3.3c Construction ProjectLife
CycleModel 63 / 3.3d AgileProjectLifeCycle Model 63
3.4AgileProject Management 64
3.5Project ExecutiveRoles 65
3.5a SteeringTeam 65 / 3.5b Sponsor 66 / 3.5c Customer 67 / 3.5d ChiefProjects
Officer/Project Management Office 69
3.6Project ManagementRoles 69
3.6a Functional Manager 69 / 3.6b ProjectManager 70 / 3.6c ScrumMaster 72 /
3.6d Facilitator 72
3.7Project TeamRoles 73
3.7a CoreTeam Members 73 / 3.7b Subject MatterExperts 74
Summary 74
KeyTermsfromthePMBOK®Guide 75
Chapter ReviewQuestions 75
DiscussionQuestions 76
PMBOK®Guide Questions 76
Exercises 77
ExampleProject Instructions 77
References 77
Endnotes 78
ProjectManagementinAction:ProjectLeadershipRolesatTriHealth 79
vi Contents
4
CHAPTER
Chartering Projects ........................................................ 82
4.1WhatIsaProject Charter? 84
4.2WhyIsaProject CharterUsed? 85
4.3WhenIsaCharterNeeded? 85
4.4TypicalElementsinaProject Charter 87
4.4a Title 87 / 4.4b ScopeOverview 87 / 4.4c Business Case 88 /
4.4d Background 88 / 4.4e MilestoneSchedule withAcceptance Criteria 88 /
4.4f Risks,Assumptions, and Constraints 89 / 4.4g Resource Estimates 90 /
4.4h Stakeholder List 90 / 4.4i TeamOperating Principles 90 / 4.4j Lessons
Learned 91 / 4.4k Signatures and Commitment 91
4.5ConstructingaProject Charter 91
4.5a ScopeOverviewand Business CaseInstructions 91 / 4.5b Background
Instructions 92 / 4.5c MilestoneSchedulewithAcceptanceCriteriaInstructions 92 /
4.5d Risks, Assumptions, andConstraintsInstructions 95 / 4.5e Resources Needed
Instructions 96 / 4.5f Stakeholder ListInstructions 97 / 4.5g Team Operating
Principles Instructions 97 / 4.5h Lessons Learned Instructions 98 / 4.5i Signatures
andCommitment Instructions 98
4.6Ratifying theProjectCharter 99
4.7StartingaProject usingMicrosoftProject 99
4.7a MSProject2013Introduction 99 / 4.7b InitializeMicrosoftProject2013forGeneral
Use 101 / 4.7c Initialize aProject 102 / 4.7d ConstructaMilestoneSchedule 104
Summary 105
KeyTermsfrom thePMBOK®Guide 105
ChapterReviewQuestions 105
DiscussionQuestions 105
PMBOK®GuideQuestions 106
Exercises 107
ExampleProject 107
References 107
Endnotes 108
ProjectManagementinAction:InformationSystemsEnhancementProjectCharter 108
PART 2 Planning Projects
5
CHAPTER
Stakeholder Analysis and Communication Planning......................... 114
5.1DeveloptheProject ManagementPlan 116
5.2IdentifyStakeholders 119
5.2a FindStakeholders 119 / 5.2b Analyze Stakeholders 120 / 5.2c Document
Stakeholders 121
5.3BuildRelationships 123
5.3a Relationship Building withintheCoreTeam 124 / 5.3b Relationship Building with
AllOtherStakeholders 124
5.4Plan Communications Management 126
5.4a PurposesofaProjectCommunications Plan 126 / 5.4b Communications Plan
Considerations 126 / 5.4c Communications Matrix 128 / 5.4d Knowledge
Management 129
Contents vii
5.5Project MeetingManagement 130
5.5a ImprovingProjectMeetings 130 / 5.5b Issues Management 132
5.6Communications Needsof GlobalandVirtual ProjectTeams 134
5.6a VirtualTeams 134 / 5.6b Cultural Differences 135 / 5.6c Countries andProject
Communication Preferences 135
5.7Communications Technologies 136
5.7a CurrentTechnology Types 136
Summary 137
KeyTermsfromthePMBOK®Guide 137
Chapter ReviewQuestions 137
DiscussionQuestions 138
PMBOK®Guide Questions 138
ExampleProject 139
References 139
Endnotes 140
ProjectManagementinAction:ProjectCommunicationPlanningforaDistributedProject 141
6
CHAPTER
Scope Planning ........................................................... 144
6.1Plan ScopeManagement 146
6.2Collect Requirements 146
6.2a Gather Stakeholder Input 147
6.3Define Scope 148
6.3a Reasons toDefineScope 148 / 6.3b HowtoDefineScope 149 / 6.3c Howto
DefineScopeinAgileProjects 150
6.4Work BreakdownStructure(WBS) 150
6.4a WhatIstheWBS? 151 / 6.4b WhyUseaWBS? 151 / 6.4c WBSFormats 152 /
6.4d Work Packages 154 / 6.4e HowtoConstruct aWBS 155
6.5Establish ChangeControl 158
6.6UsingMS ProjectforWork BreakdownStructures(WBS) 160
6.6a SetUptheWBS 161
Summary 165
®
KeyTermsfromthePMBOK Guide 166
Chapter ReviewQuestions 166
DiscussionQuestions 166
Exercises 167
PMBOK®Guide Questions 167
ExampleProject 168
References 168
Endnotes 168
ProjectManagementinAction:WorkBreakdownStructureTemplate 169
7
CHAPTER
Scheduling Projects ....................................................... 170
7.1Plan ScheduleManagement 172
7.2Purposes ofaProject Schedule 173
7.3Historical Developmentof ProjectSchedules 173