Effective Project Management Gain the skills and tools to become an effective project manager Effective Project Management Traditional, Agile, Extreme Robert K. Wysocki Wysocki 5 F I F I F F T F T F T F H H H E D E D E D E D E D E D E D E I T I T I T I T I T I T I O I O I O I O I O N FIF FIFTH TH T EDI EDITIO TIO TIO TION Get ready for a more robust approach to project management — one that recognizes the project environment and adapts accordingly. This resource fi rst introduces you to the tools, templates, and processes that you’ll need in your toolkit. You’ll then explore fi ve different project management life cycle (PMLC) models for managing a project: Linear, Incremental, Iterative, Adaptive, and Extreme. Along the way, you’ll fi nd step-by-step guidance on how to apply each technique. All of this will give you a complete understanding of how to successfully complete projects on time and within budget. • Apply all nine Knowledge Areas defi ned in PMBOK® K • Establish project management life cycles and strategies • Decide the best method for managing specifi c types of projects • Select and use best-of-breed project management tools and templates for each management task • Utilize the Project Support Offi ce, Project Portfolio Management, and Continuous Process Improvement programs • Prevent projects from becoming distressed and create effective intervention strategies • Manage multiple team projects by integrating the tools, templates, and processes into a single team Robert K. Wysocki, PhD, has over 40 years of experience as a project management consultant and trainer, information systems manager, systems and management consultant, author, training developer, and provider. He is the founder of Enterprise Information Insights, Inc., a project management consulting and training practice. Wysocki has written 15 books on project management and information systtems management. This comprehensive guide shows you how to: Pro Projec ject M t anagement ent j g Visit our Web site at www.wiley.com/go/epm5e ISBN: 978-0-470-42367-7 Effective Project Management Effective Project Management Traditional, Agile, Extreme Fifth Edition Robert K. Wysocki, Ph.D. Wiley Publishing, Inc. Effective Project Management: Traditional, Agile, Extreme, Fifth Edition Published by Wiley Publishing, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright © 2009 by Robert K. Wysocki Published by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-0-470-42367-7 Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions. 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Trademarks: Wiley and the Wiley logo are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. All other trademarks are the property of their respective owners. Wiley Publishing, Inc. is not associated with any product or vendor mentioned in this book. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. My mother died before this book was published and I wish to dedicate it to her. She wasn’t an educated person in the sense of formal education. She was able to complete only the 8th grade when the Great Depression brought untold problems on her family. She loved books and knew the importance of a good education. She gave me that same love of books and an education. This is my 17th book, and it is to her that I owe this success. Wysocki fauth.tex V2 - 03/20/2009 3:07pm Page vii About the Author Robert K. Wysocki, Ph.D., has over 40 years’ experience as a project man- agement consultant and trainer, information systems manager, systems and management consultant, author, training developer and provider. He has writ- ten 16 books on project management and information systems management. One of his books, Effective Project Management, 4th Edition, has been a best-seller and is recommended by the Project Management Institute for the library of every project manager. He has over 30 publications and presentations in professional and trade journals and has made more than 100 presentations at professional and trade conferences and meetings. He has developed more than 20 project management courses and trained over 10,000 project managers. In 1990 he founded Enterprise Information Insights, Inc. (EII), a project man- agement consulting and training practice specializing in project management methodology design and integration, Project Support Office establishment, the development of training curriculum, and the development of a portfolio of assessment tools focused on organizations, project teams, and individuals. His clients include AT&T, Aetna, Babbage Simmel, British Computer Society, Boston University Corporate Education Center, Computerworld, Converse Shoes, the Czechoslovakian Government, Data General, Digital, Eli Lilly, Har- vard Community Health Plan, IBM, J. Walter Thompson, Novartis, Peoples Bank, Sapient, The Limited, The State of Ohio, Travelers Insurance, Wal-Mart, Wells Fargo, ZTE, and several others. He is a member of the ProjectWorld Executive Advisory Board, the Project Management Institute, the American Society of Training and Development, the International Institute of Business Analysts and the Society of Human Resource Management. He is past Association Vice President of AITP (formerly DPMA). He earned a B.A. in mathematics from the University of Dallas, and an M.S. and Ph.D. in mathematical statistics from Southern Methodist University. vii Wysocki fauth.tex V2 - 03/20/2009 3:07pm Page viii Wysocki fcredit.tex V2 - 03/23/2009 10:42am Page ix Credits Executive Editor Bob Elliott Senior Development Editor Kevin Kent Technical Editor Brenda Gillingham Production Editor Dassi Zeidel Copy Editor Kathryn Duggan Editorial Manager Mary Beth Wakefield Production Manager Tim Tate Vice President and Executive Group Publisher Richard Swadley Vice President and Executive Publisher Barry Pruett Associate Publisher Jim Minatel Project Coordinator, Cover Lynsey Stanford Proofreader Publication Services, Inc. Indexer Ted Laux Cover Designer Ryan Sneed ix Wysocki fcredit.tex V2 - 03/23/2009 10:42am Page x Wysocki f05.tex V2 - 03/24/2009 3:24pm Page xi Acknowledgments This acknowledgment is really my special thanks to the teaching faculty of at least 100 universities and colleges all over the globe that have adopted previous editions. Many of them have offered feedback that I find most useful. Many of their suggestions have been incorporated in this fifth edition. I also owe a debt of gratitude to the many consultants and companies across the globe that have used APF and taken the time to comment on their experiences. I am aware of APF being adopted in several industries including banking, insurance, film production, retailing, drug research, distribution, professional services, supply chain management, and logistics. To them I offer my heartfelt thanks. Finally, I owe my heartfelt appreciation to Brenda Gillingham. She has taught from previous editions of this book and is a fulltime consultant at Sun Microsystems. Her help as technical editor was exemplary. xi Wysocki f05.tex V2 - 03/24/2009 3:24pm Page xii