Project Management ToolBox: Tools and Techniques for the Practicing Project Manager PDF
Preview Project Management ToolBox: Tools and Techniques for the Practicing Project Manager
PROJECT MANAGEMENT TOOLBOX Second Edition Russ J. Martinelli Dragan Z. Milosevic Coverimage:Wiley Coverdesign:abstractbackground©yewkeo/iStockphoto Thisbookisprintedonacid-freepaper. Copyright©2016byRussJ.MartinelliandDraganZ.Milosevic PublishedbyJohnWiley&Sons,Inc.,Hoboken,NewJersey PublishedsimultaneouslyinCanada Nopartofthispublicationmaybereproduced,storedinaretrievalsystem,ortransmittedinanyform orbyanymeans,electronic,mechanical,photocopying,recording,scanning,orotherwise,exceptas permittedunderSection107or108ofthe1976UnitedStatesCopyrightAct,withouteithertheprior writtenpermissionofthePublisher,orauthorizationthroughpaymentoftheappropriateper-copyfee totheCopyrightClearanceCenter,222RosewoodDrive,Danvers,MA01923,(978)750-8400,fax(978) 646-8600,oronthewebatwww.copyright.com.RequeststothePublisherforpermissionshouldbe addressedtothePermissionsDepartment,JohnWiley&Sons,Inc.,111RiverStreet,Hoboken,NJ07030, (201)748-6011,fax(201)748-6008,oronlineatwww.wiley.com/go/permissions. LimitofLiability/DisclaimerofWarranty:Whilethepublisherandauthorhaveusedtheirbesteffortsin preparingthisbook,theymakenorepresentationsorwarrantieswiththerespecttotheaccuracyor completenessofthecontentsofthisbookandspecificallydisclaimanyimpliedwarrantiesof merchantabilityorfitnessforaparticularpurpose.Nowarrantymaybecreatedorextendedbysales representativesorwrittensalesmaterials.Theadviceandstrategiescontainedhereinmaynotbe suitableforyoursituation.Youshouldconsultwithaprofessionalwhereappropriate.Neitherthe publishernortheauthorshallbeliablefordamagesarisingherefrom. Forgeneralinformationaboutourotherproductsandservices,pleasecontactourCustomerCare DepartmentwithintheUnitedStatesat(800)762-2974,outsidetheUnitedStatesat(317)572-3993or fax(317)572-4002. Wileypublishesinavarietyofprintandelectronicformatsandbyprint-on-demand.Somematerial includedwithstandardprintversionsofthisbookmaynotbeincludedine-booksorin print-on-demand.IfthisbookreferstomediasuchasaCDorDVDthatisnotincludedintheversion youpurchased,youmaydownloadthismaterialathttp://booksupport.wiley.com.Formore informationaboutWileyproducts,visitwww.wiley.com. LibraryofCongressCataloging-in-PublicationData: ISBN978-1-118-97312-7(hardback),978-1-118-97321-9(ePDF),978-1-118-97320-2(ePUB) and978-1-119-17482-0(oBook) CONTENTS Preface xv Acknowledgments xvii PART I: THE PM TOOLBOX 1 1 INTRODUCTION TO THE PM TOOLBOX 3 EnablingBusinessandProjectStrategy 5 ProjectManagementMethodologiesandProcesses 7 ConstructingandAdaptingaPMToolbox 9 SecureStrategicAlignment 10 CustomizethePMToolbox 12 ContinuouslyImprovethePMToolbox 20 References 21 PART II: PROJECT INITIATION TOOLS 23 2 PROJECT SELECTION 25 TheBenefitsMap 25 EnablingBenefitsManagement 26 DevelopingaBenefitsMap 28 UsingaBenefitsMap 29 Variations 30 Benefits 31 EconomicMethods 31 PaybackTime 31 NetPresentValue 31 InternalRateofReturn 33 UsingEconomicMethods 33 BenefitsofEconomicMethods 34 iii iv CONTENTS ScoringModels 34 DevelopingaScoringModel 34 UsingaScoringModel 39 Benefits 40 VotingModels 40 DevelopingaVotingModel 41 UsingtheVotingModel 42 Benefits 45 PairwiseRanking 46 DevelopingaPairwiseRankingTool 47 UsingthePairwiseRankingMatrix 48 Benefits 49 TheAlignmentMatrix 49 DevelopingtheAlignmentMatrix 50 Variations 51 Benefits 52 References 52 3 PROJECT INITIATION 55 ChecklistQuestionsforProjectInitiation 55 DevelopingChecklistQuestionsforProject Initiation 56 UsingtheChecklistQuestions 57 TheGoalsGrid 57 DevelopingaGoalsGrid 58 UsingtheGoalsGrid 59 Benefits 60 ResponsibilityMatrix 60 DevelopingaResponsibilityMatrix 61 UsingtheResponsibilityMatrix 63 Benefits 64 ComplexityAssessment 64 DevelopingtheComplexityAssessment 65 UsingtheComplexityAssessment 67 Benefits 67 CONTENTS v TheProjectBusinessCase 68 DevelopingtheProjectBusinessCase 68 UsingtheProjectBusinessCase 70 Benefits 71 TheProjectCharter 71 DevelopingaProjectCharter 71 UsingaProjectCharter 76 Variations 77 Benefits 77 References 78 PART III: PROJECT PLANNING TOOLS 81 4 PROJECT REQUIREMENTS 83 TheElicitationPlan 84 DevelopinganElicitationPlan 86 UsingtheElicitationPlan 89 Benefits 90 RequirementsSpecification 91 SpecifyingaRequirementUsingPlanguage 91 UsingtheRequirementsSpecificiation 93 Benefits 96 TheProductRequirementsDocument 96 DevelopingaProductRequirements Document 97 UsingthePRD 101 Benefits 102 RequirementsAmbiguityChecklist 102 UsingtheRequirementsAmbiguity Checklist 104 Benefits 106 RequirementsBaseline 106 EstablishingaRequirementsBaseline 107 EstablishaRequirementsChangeBoard 107 Benefits 108 References 109 vi CONTENTS 5 SCOPE PLANNING 111 ProjectSWOTAnalysis 111 PerformingaProjectSWOTAnalysis 112 UsingaProjectSWOTAnalysis 116 Benefits 117 TheScopeStatement 118 DevelopingaScopeStatement 118 UsingaScopeStatement 124 Variations 124 Benefits 125 TheWorkBreakdownStructure 126 ConstructingaProjectWBS:ATop-Down Approach 128 EstablishtheWBSLevelofDetail 130 ConstructingaProjectWBS:ABottom-Up Approach 134 UsingtheWBS 135 Benefits 136 TheProductBreakdownStructure 137 ConstructingaProductBreakdown Structure 137 UsingthePBS 141 Benefits 141 References 142 6 SCHEDULE DEVELOPMENT 145 TheGanttChart 146 DevelopingaGanttChart 146 UsingtheGanttChart 149 Benefits 149 TheMilestoneChart 150 DevelopingaMilestoneChart 151 UsingtheMilestoneChart 153 Benefits 154 CONTENTS vii TheCriticalPathMethodDiagram 154 ConstructingaCPMDiagram 155 UsingtheCPMDiagram 160 Benefits 161 Variations 161 TheTime-ScaledArrowDiagram 162 DevelopingaTAD 162 UsingaTAD 167 Benefits 168 TheCriticalChainSchedule 168 DevelopingaCriticalChainSchedule 169 UsingtheCriticalChainSchedule 172 Benefits 173 TheHierarchicalSchedule 173 ConstructingaHierarchicalSchedule 174 UsingaHierarchicalSchedule 176 Benefits 177 LineofBalance 177 DevelopingaLine-of-BalanceSchedule 178 UsingtheLOB 180 Benefits 181 ChoosingYourSchedulingTools 181 References 183 7 COST PLANNING 185 TheCost-PlanningMap 185 DevelopingaCost-PlanningMap 186 UsingtheCost-PlanningMap 191 Benefits 191 AnalogousEstimate 191 DevelopinganAnalogousEstimate 192 UsinganAnalogousEstimate 193 Benefits 193 viii CONTENTS ParametricEstimate 194 DevelopingParametricEstimates 194 UsingParametricEstimates 198 Benefits 198 Bottom-upEstimate 199 DevelopingBottom-UpEstimates 200 UsingBottom-UpEstimates 202 Benefits 202 TheCostBaseline 203 DevelopingaCostBaseline 203 UsingtheCostBaseline 207 Benefits 208 ChoosingaCost-PlanningTool 211 References 211 PART IV: PROJECT IMPLEMENTATION TOOLS 213 8 SCOPE MANAGEMENT 215 ProjectScopeControlSystem 217 EstablishingaProjectScopeControl System 217 UsingtheProjectScopeControlSystem 220 Benefits 223 ProjectChangeRequest 223 DevelopingaProjectChangeRequest 224 UsingtheProjectChangeRequest 228 Benefits 229 TheProjectChangeLog 229 DevelopingaProjectChangeLog 230 UsingtheProjectChangeLog 232 Benefits 233 TheScopeControlDecisionChecklist 233 DevelopingaScopeControlDecision Checklist 233
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