Project Management for Small Projects

313 Pages·2020·4.751 MB·English

by  Sandra F. Rowe

PROJ ECT
M ANAGEMENT
FOR SM ALL
PROJ ECTS
Third Edition
Sandra F. Rowe, PhD, MBA, PMP
Project Management for Small Projects
Copyright © 2006, 2015, 2020 by Sandra F. Rowe, PhD, MBA, PMP
All rights reserved. No part of this publication may be reproduced, distributed, or
transmitted in any form or by any means, including photocopying, recording, or other
electronic or mechanical methods, without the prior written permission of the publisher,
except in the case of brief quotations embodied in critical reviews and certain other
noncommercial uses permitted by copyright law. For permission requests, write to the
publisher, addressed “Attention: Permissions Coordinator,” at the address below.
Berrett-Koehler Publishers, Inc.
1333 Broadway, Suite 1000
Oakland, CA 94612-1921
Tel: [phone], Fax: [phone]
www.bkconnection.com
Ordering information for print editions
Quantity sales. Special discounts are available on quantity purchases by corporations,
associations, and others. For details, contact the “Special Sales Department” at the
Berrett-Koehler address above.
Individual sales. Berrett-Koehler publications are available through most bookstores.
They can also be ordered directly from Berrett-Koehler: Tel: [phone]; Fax: (802)
864-7626; www.bkconnection.com
Orders for college textbook/course adoption use. Please contact Berrett-Koehler: Tel:
[phone]; Fax: [phone].
Distributed to the U.S. trade and internationally by Penguin Random House Publisher
Services.
Berrett-Koehler and the BK logo are registered trademarks of Berrett-Koehler Publishers,
Inc.
Third Edition
Paperback print edition ISBN 978-1-5230-9768-5
PDF e-book ISBN 978-1-5230-9769-2
IDPF e-book ISBN 978-1-5230-9770-8
Digital audio ISBN 978-1-5230-9772-2
2020-1
Book producer: Westchester Publishing Services
Cover designer: Wilsted & Taylor
To my parents Minnie Leola Rowe and Lewis Arthur Rowe
In memory of my aunts: Celia Carruthers, Mary Johnson,
Ida Booker, and Celess Ray
Contents
Preface ■ xi
PART ONE. Proj ect Management Discipline ■ 1
1. Introduction to Proj ect Management ■ 3
Proj ect Overview ■ 4
What Is Proj ect Management? ■ 12
The Value of Using Proj ect Management on Small Proj ects ■ 14
2. Concerns for Small Proj ects ■ 17
Challenges for Small Proj ects ■ 17
Prob lems Resulting from Not Using Proj ect Management ■ 23
3. Managing and Leading Small Proj ects ■ 27
The Difference between Management and Leadership ■ 27
Managing Small Proj ects ■ 28
Leading Small Proj ects ■ 35
Managing and Leading a Proj ect ■ 42
Managing and Leading Simple Proj ects ■ 43
4. Preproject Activities ■ 45
Business Documents ■ 46
Statement of Work ■ 46
Proj ect Request ■ 47
Proj ect Success Mea sures ■ 49
vi ■ Contents
PART TWO. Proj ect Management Pro cess for Small Proj ects ■ 53
5. Pro cess Overview ■ 55
Proj ect Life Cycle ■ 56
Deliverables ■ 59
Proj ect Management Pro cess for Small Proj ects ■ 59
PALM Princi ple ■ 63
6. Initiating ■ 67
Initiating Pro cess Summary ■ 68
Initiating Pro cess Steps ■ 69
Proj ect Charter ■ 72
Proj ect Roles and Responsibilities ■ 80
Stakeholder Register ■ 82
INITIATING PROCESS GUIDE ■ 85
7. Planning for Small Proj ects ■ 87
Planning Pro cess Summary ■ 88
Planning Pro cess Steps ■ 88
PLANNING PROCESS GUIDE ■ 144
8. Planning for Simple Proj ects ■ 147
Planning Pro cess Summary ■ 147
Planning Steps ■ 148
PLANNING PROCESS GUIDE FOR SIMPLE PROJ ECTS ■ 153
9. Controlling ■ 155
Controlling Pro cess Summary ■ 155
Controlling Pro cess Activities ■ 156
Action Items ■ 164
CONTROLLING PROCESS GUIDE ■ 167
10. Closing ■ 169
Closing Pro cess Summary ■ 169
Closing Pro cess Steps ■ 170
CLOSING PROCESS GUIDE ■ 180
PART THREE. Additional Discipline ■ 183
11. Managing Multiple Small Proj ects ■ 185
Multiproject Overview ■ 186
Small Proj ect Portfolios ■ 189
Contents ■ vii
Prob lems with Managing Multiple Proj ects ■ 190
SPM Multiple- Project Management Pro cess ■ 191
12. Proj ects as Part of a Program ■ 199
Proj ect Activities and Collaboration ■ 200
Knowledge Sharing ■ 204
13. Building Effective Teams ■ 209
Teams for a Small Proj ect ■ 209
Team Charter ■ 210
Meeting Management ■ 212
Effective Team Meetings ■ 213
The Tuckman Model ■ 214
Facilitation Tools ■ 219
14. The Power of One ■ 225
What Is the Power of One? ■ 225
Roles and Responsibilities ■ 226
Realizing the Power of One ■ 228
Time Management ■ 229
15. Transitioning to Larger Proj ects ■ 233
Proj ect Management Skills ■ 233
Leadership Skills ■ 235
People, Pro cess, and Technology ■ 236
PROJ ECT MANAGEMENT KEYS FOR SUCCESS ■ 237
PART FOUR. Agile ■ 241
16. Agile ■ 243
History of Agile ■ 244
Proj ect Life Cycles: From Predictive to
Adaptive (Waterfall to Agile) ■ 244
Agile and the Proj ect Management Knowledge Areas ■ 250
Servant Leadership ■ 254
Agile Teams ■ 256
Tools and Techniques ■ 260
Common Practices ■ 264
viii ■ Contents
17. Activity Board for Small Proj ects ■ 271
What Is the Activity Board for Small Proj ects? ■ 271
How to Use the Activity Board for Small Proj ects ■ 272
Notes ■ 273
Glossary ■ 279
Acknowledgments ■ 289
Index ■ 290
About the Author ■ 298
Figures
Figure 1.1 Proj ects and Operations Comparison ■ 7
Figure 4.1 Statement of Work ■ 50
Figure 4.2 Proj ect Request ■ 51–52
Figure 5.1 Generic Proj ect Life Cycle ■ 58
Figure 5.2 SPM Proj ect Management Pro cess ■ 62
Figure 5.3 PALM Princi ple ■ 63
Figure 6.1 Proj ect Charter ■ 76–77
Figure 6.2 Assumption Log ■ 78
Figure 6.3 Proj ect Charter Lite ■ 81
Figure 6.4 Stakeholder Register ■ 83
Figure 7.1 Requirements Documentation ■ 93
Figure 7.2 Scope Statement ■ 97
Figure 7.3 WBS— Proj ect Management Overview Course ■ 99
Figure 7.4 WBS Outline Format ■ 103
Figure 7.5 Activity List— Deliverables and Activities ■ 105–106
Figure 7.6 Detailed Activity List ■ 107–109
Figure 7.7 Milestone List ■ 110
Figure 7.8 Proj ect Schedule— Excel Version ■ 115–117
Figure 7.9 Proj ect Schedule— Task Sheet View in Project ■ 118–119
Figure 7.10 Proj ect Schedule— Gantt Chart View in Project ■ 120
Figure 7.11 Milestone Chart in Proj ect ■ 121
Figure 7.12 Risk Register ■ 128
Figure 7.13 Probability Rating ■ 129
Figure 7.14 Impact Levels ■ 130