Russ J Martinelli, Dragan Z Milosevic
Project Management Toolbox
Tools and Techniques for the Practicing Project Manager
Russ J Martinelli, Dragan Z Milosevic
Project Management Toolbox
Tools and Techniques for the Practicing Project Manager
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Boost your performance with improved project management tactics Project Management ToolBox: Tools and Techniques for the Practicing Project Manager, Second Edition offers a succinct explanation of when, where, and how to use project management resources to enhance your work. With updated content that reflects key advances in the project management field, including planning, implementation, control, cost, and scheduling, this revised text offers added material that covers relevant topics, such as agility, change management, governance, reporting, and risk management. This comprehensive resource…mehr
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Boost your performance with improved project management tactics Project Management ToolBox: Tools and Techniques for the Practicing Project Manager, Second Edition offers a succinct explanation of when, where, and how to use project management resources to enhance your work. With updated content that reflects key advances in the project management field, including planning, implementation, control, cost, and scheduling, this revised text offers added material that covers relevant topics, such as agility, change management, governance, reporting, and risk management. This comprehensive resource provides a contemporary set of tools, explaining each tool's purpose and intention, development, customization and variations, and benefits and disadvantages. Additionally, examples, tips, and milestone checks guide you through the application of these tools, helping you practically apply the information you learn. Effective project management can support a company in increasing market share, improving the quality of products, and enhancing customer service. With so many aspects of project management changing as the business world continues to evolve, it is critical that you stay up to date on the latest topics in this field. * Explore emerging topics within the world of project management, keeping up to date on the latest, most relevant subject areas * Leverage templates, exercises, and PowerPoint presentations to enhance your project management skills * Discuss tips, reporting, implementation, documentation, and other essentials of the project management field * Consider how project management fits into various industries, including technology, construction, healthcare, and product development Project Management ToolBox: Tools and Techniques for the Practicing Project Manager, Second Edition is an essential resource for experienced project managers and project management students alike.
Produktdetails
- Produktdetails
- Verlag: John Wiley & Sons / Wiley
- 2nd Revised edition
- Seitenzahl: 480
- Erscheinungstermin: 1. Februar 2016
- Englisch
- Abmessung: 241mm x 161mm x 32mm
- Gewicht: 810g
- ISBN-13: 9781118973127
- ISBN-10: 1118973127
- Artikelnr.: 42833983
- Verlag: John Wiley & Sons / Wiley
- 2nd Revised edition
- Seitenzahl: 480
- Erscheinungstermin: 1. Februar 2016
- Englisch
- Abmessung: 241mm x 161mm x 32mm
- Gewicht: 810g
- ISBN-13: 9781118973127
- ISBN-10: 1118973127
- Artikelnr.: 42833983
RUSS J. MARTINELLI has served as a program manager at Intel, Loral, and Lockheed Martin, and is a founder of the Program Management Academy. He also provides training and consulting services to companies in both the for-profit and non-profit sectors. DRAGAN Z. MILOSEVIC, PHD, PMP, has been an Associate Professor of Engineering and Technology Management at Portland State University (Oregon), a consultant and trainer, and has conducted seminars in many parts of the world. He is the author of multiple books and dozens of papers on the subject of project management.
Preface xv Acknowledgments xvii PART I: THE PM TOOLBOX 1 1 INTRODUCTION TO
THE PM TOOLBOX 3 Enabling Business and Project Strategy 5 Project
Management Methodologies and Processes 7 Constructing and Adapting a PM
Toolbox 9 Secure Strategic Alignment 10 Customize the PM Toolbox 12
Continuously Improve the PM Toolbox 20 References 21 PART II: PROJECT
INITIATION TOOLS 23 2 PROJECT SELECTION 25 The Benefits Map 25 Enabling
Benefits Management 26 Developing a Benefits Map 28 Using a Benefits Map 29
Variations 30 Benefits 31 Economic Methods 31 Payback Time 31 Net Present
Value 31 Internal Rate of Return 33 Using Economic Methods 33 Benefits of
Economic Methods 34 Scoring Models 34 Developing a Scoring Model 34 Using a
Scoring Model 39 Benefits 40 Voting Models 40 Developing a Voting Model 41
Using the Voting Model 42 Benefits 45 Pairwise Ranking 46 Developing a
Pairwise Ranking Tool 47 Using the Pairwise Ranking Matrix 48 Benefits 49
The Alignment Matrix 49 Developing the Alignment Matrix 50 Variations 51
Benefits 52 References 52 3 PROJECT INITIATION 55 Checklist Questions for
Project Initiation 55 Developing Checklist Questions for Project Initiation
56 Using the Checklist Questions 57 The Goals Grid 57 Developing a Goals
Grid 58 Using the Goals Grid 59 Benefits 60 Responsibility Matrix 60
Developing a Responsibility Matrix 61 Using the Responsibility Matrix 63
Benefits 64 Complexity Assessment 64 Developing the Complexity Assessment
65 Using the Complexity Assessment 67 Benefits 67 The Project Business Case
68 Developing the Project Business Case 68 Using the Project Business Case
70 Benefits 71 The Project Charter 71 Developing a Project Charter 71 Using
a Project Charter 76 Variations 77 Benefits 77 References 78 PART III:
PROJECT PLANNING TOOLS 81 4 PROJECT REQUIREMENTS 83 The Elicitation Plan 84
Developing an Elicitation Plan 86 Using the Elicitation Plan 89 Benefits 90
Requirements Specification 91 Specifying a Requirement Using Planguage 91
Using the Requirements Specificiation 93 Benefits 96 The Product
Requirements Document 96 Developing a Product Requirements Document 97
Using the PRD 101 Benefits 102 Requirements Ambiguity Checklist 102 Using
the Requirements Ambiguity Checklist 104 Benefits 106 Requirements Baseline
106 Establishing a Requirements Baseline 107 Establish a Requirements
Change Board 107 Benefits 108 References 109 5 SCOPE PLANNING 111 Project
SWOT Analysis 111 Performing a Project SWOT Analysis 112 Using a Project
SWOT Analysis 116 Benefits 117 The Scope Statement 118 Developing a Scope
Statement 118 Using a Scope Statement 124 Variations 124 Benefits 125 The
Work Breakdown Structure 126 Constructing a Project WBS: A Top-Down
Approach 128 Establish the WBS Level of Detail 130 Constructing a
ProjectWBS: A Bottom-Up Approach 134 Using the WBS 135 Benefits 136 The
Product Breakdown Structure 137 Constructing a Product Breakdown Structure
137 Using the PBS 141 Benefits 141 References 142 6 SCHEDULE DEVELOPMENT
145 The Gantt Chart 146 Developing a Gantt Chart 146 Using the Gantt Chart
149 Benefits 149 The Milestone Chart 150 Developing a Milestone Chart 151
Using the Milestone Chart 153 Benefits 154 The Critical Path Method Diagram
154 Constructing a CPM Diagram 155 Using the CPM Diagram 160 Benefits 161
Variations 161 The Time-Scaled Arrow Diagram 162 Developing a TAD 162 Using
a TAD 167 Benefits 168 The Critical Chain Schedule 168 Developing a
Critical Chain Schedule 169 Using the Critical Chain Schedule 172 Benefits
173 The Hierarchical Schedule 173 Constructing a Hierarchical Schedule 174
Using a Hierarchical Schedule 176 Benefits 177 Line of Balance 177
Developing a Line-of-Balance Schedule 178 Using the LOB 180 Benefits 181
Choosing Your Scheduling Tools 181 References 183 7 COST PLANNING 185 The
Cost-Planning Map 185 Developing a Cost-Planning Map 186 Using the
Cost-Planning Map 191 Benefits 191 Analogous Estimate 191 Developing an
Analogous Estimate 192 Using an Analogous Estimate 193 Benefits 193
Parametric Estimate 194 Developing Parametric Estimates 194 Using
Parametric Estimates 198 Benefits 198 Bottom-up Estimate 199 Developing
Bottom-Up Estimates 200 Using Bottom-Up Estimates 202 Benefits 202 The Cost
Baseline 203 Developing a Cost Baseline 203 Using the Cost Baseline 207
Benefits 208 Choosing a Cost-Planning Tool 211 References 211 PART IV:
PROJECT IMPLEMENTATION TOOLS 213 8 SCOPE MANAGEMENT 215 Project Scope
Control System 217 Establishing a Project Scope Control System 217 Using
the Project Scope Control System 220 Benefits 223 Project Change Request
223 Developing a Project Change Request 224 Using the Project Change
Request 228 Benefits 229 The Project Change Log 229 Developing a Project
Change Log 230 Using the Project Change Log 232 Benefits 233 The Scope
Control Decision Checklist 233 Developing a Scope Control Decision
Checklist 233 Using the Scope Control Decision Checklist 234 Benefits 235
References 235 9 SCHEDULE MANAGEMENT 237 The Burn Down Chart 239 Developing
the Burn Down Chart 239 Using the Burn Down Chart 240 Benefits 242 The Slip
Chart 243 Developing the Slip Chart 244 Using the Slip Chart 246 Benefits
246 The Buffer Chart 247 Developing the Buffer Chart 248 Using the Buffer
Chart 249 Benefits 250 The Jogging Line 251 Constructing a Jogging Line 252
Using the Jogging Line 255 Variations 256 Benefits 256 The Milestone
Prediction Chart 257 Constructing the Milestone Prediction Chart 258 Using
the Milestone Prediction Chart 260 Benefits 260 B-C-F Analysis 261
Performing the B-C-F Analysis 262 Using the B-C-F Analysis 264 Benefits 265
Schedule Crashing 265 Performing Schedule Crashing 265 Using Schedule
Crashing 269 Benefits 269 Choosing Your Schedule Management Tools 269
References 270 10 COST MANAGEMENT 273 Cost Management Plan 275 Developing
the Cost Management Plan 275 Using the Cost Management Plan 276 The Budget
Consumption Chart 276 Developing the Budget Consumption Chart 277 Using the
Budget Consumption Chart 278 Variations 279 Benefits 279 Earned Value
Analysis 280 Performing Earned Value Analysis 281 Using Earned Value
Analysis 292 Variations 293 Benefits 293 Milestone Analysis 294 Performing
a Milestone Analysis 295 Using the Milestone Analysis 297 Benefits 297
Choosing Your Cost Management Tools 297 References 298 11 AGILE PROJECT
EXECUTION 301 Contributed by Peerasit Patanakul, James Henry, Jeffrey A.
Leach Scrum Basics 302 Product Backlog and Sprint Backlog 304 Information
on the Backlogs 304 Populating Backlogs 304 Benefits 306 Release Planning
307 The Release-Planning Event 308 Initial Draft Release Plan 309 Final
Release Plans 309 HIP Sprint 310 Release Planning versus Sprint Planning
310 Benefits 311 The Daily Scrum Meeting 311 Organizing a Daily Scrum
Meeting 312 Benefits 312 Sprint Task Board 313 Using the Sprint Task Board
313 Benefits 314 The Sprint Burn Down Chart 315 Developing a Sprint Burn
Down Chart 315 Using a Sprint Burn Down Chart 316 Benefits 317 The Sprint
Retrospective Meeting 317 Organizing a Sprint Retrospective Meeting 318
Using a Sprint Retrospective Meeting 318 Benefits 320 Concluding Remarks
320 References 321 PART V: PROJECT REPORTING AND CLOSURE TOOLS 323 12
PERFORMANCE REPORTING 325 Project Reporting Checklist 325 Developing the
Project Reporting Checklist 326 Using the Project Reporting Checklist 326
Benefits 326 The Project Strike Zone 328 Developing the Project Strike Zone
328 Using the Project Strike Zone 330 Benefits 332 The Project Dashboard
332 Designing a Project Dashboard 334 Using the Project Dashboard 335
Benefits 336 The Summary Status Report 337 Developing a Summary Status
Report 337 Using the Summary Status Report 342 Benefits 343 The Project
Indicator 343 Developing the Project Indicator 345 Using the Project
Indicator 346 Variations 346 Benefits 348 Choosing Your Reporting Tools 349
References 349 13 PROJECT CLOSURE 351 Contributed by Tim Rahschulte, PhD
Understanding Project Closure 351 Project Closing Activities 353 Project
Closure Plan and Checklist 356 Developing the Plan and Checklist 358 Using
the Closure Plan and Checklist 362 Benefits 362 The Project Closure Report
363 Developing the Project Closure Report 363 Using the Project Closure
Report 365 Benefits 365 Postmortem Review 366 Conducting the Postmortem
Review 366 Using the Postmortem Review 369 Variations 371 Benefits 372
Concluding Remarks 373 References 373 PART VI: RISK AND STAKEHOLDER
MANAGEMENT TOOLS 375 14 MANAGING PROJECT RISK 377 Risk Management Plan 378
Developing a Risk Management Plan 378 Using the Risk Management Plan 385
Benefits 386 The Risk Identification Checklist 387 Developing a Risk
Identification Checklist 387 Using a Risk Identification Checklist 389
Benefits 389 The Risk Register 390 Creating a Risk Register 390 Using the
Risk Register 393 Benefits 394 The Risk Assessment Matrix 394 Developing a
Risk Assessment Matrix 395 Using the Risk Assessment Matrix 397 Variations
398 Benefits 398 Monte Carlo Analysis 399 Performing a Monte Carlo Analysis
400 Using the Monte Carlo Analysis 408 Benefits 409 The Decision Tree 409
Analyzing the Decision Tree 410 Using Decision Trees 413 Benefits 414 The
Risk Dashboard 414 Developing the Risk Dashboard 414 Using the Risk
Dashboard 418 Benefits 418 Choosing Your Risk Management Tools 420
References 420 15 INFLUENCING PROJECT STAKEHOLDERS 423 The Stakeholder
Management Plan 423 Developing a Stakeholder Management Plan 424 Using the
Stakeholder Management Plan 427 Benefits 427 The Stakeholder Map 428
Developing a Stakeholder Map 428 Using the StakeholderMap 431 Benefits 431
The Stakeholder Analysis Table 431 Developing a Stakeholder Analysis Table
433 Using the Stakeholder Analysis Table 434 Benefits 435 The Stakeholder
Evaluation Matrix 436 Developing a Stakeholder Evaluation Matrix 438 Using
the Stakeholder Evaluation Matrix 439 Variations 441 Benefits 443 The
Stakeholder Strategy Matrix 444 Developing a Stakeholder Strategy Matrix
444 Using the Stakeholder Strategy Matrix 446 Benefits 447 Choosing Your
Stakeholder Management Tools 447 References 449 Final Thoughts on The PM
Toolbox 449 Index 451
THE PM TOOLBOX 3 Enabling Business and Project Strategy 5 Project
Management Methodologies and Processes 7 Constructing and Adapting a PM
Toolbox 9 Secure Strategic Alignment 10 Customize the PM Toolbox 12
Continuously Improve the PM Toolbox 20 References 21 PART II: PROJECT
INITIATION TOOLS 23 2 PROJECT SELECTION 25 The Benefits Map 25 Enabling
Benefits Management 26 Developing a Benefits Map 28 Using a Benefits Map 29
Variations 30 Benefits 31 Economic Methods 31 Payback Time 31 Net Present
Value 31 Internal Rate of Return 33 Using Economic Methods 33 Benefits of
Economic Methods 34 Scoring Models 34 Developing a Scoring Model 34 Using a
Scoring Model 39 Benefits 40 Voting Models 40 Developing a Voting Model 41
Using the Voting Model 42 Benefits 45 Pairwise Ranking 46 Developing a
Pairwise Ranking Tool 47 Using the Pairwise Ranking Matrix 48 Benefits 49
The Alignment Matrix 49 Developing the Alignment Matrix 50 Variations 51
Benefits 52 References 52 3 PROJECT INITIATION 55 Checklist Questions for
Project Initiation 55 Developing Checklist Questions for Project Initiation
56 Using the Checklist Questions 57 The Goals Grid 57 Developing a Goals
Grid 58 Using the Goals Grid 59 Benefits 60 Responsibility Matrix 60
Developing a Responsibility Matrix 61 Using the Responsibility Matrix 63
Benefits 64 Complexity Assessment 64 Developing the Complexity Assessment
65 Using the Complexity Assessment 67 Benefits 67 The Project Business Case
68 Developing the Project Business Case 68 Using the Project Business Case
70 Benefits 71 The Project Charter 71 Developing a Project Charter 71 Using
a Project Charter 76 Variations 77 Benefits 77 References 78 PART III:
PROJECT PLANNING TOOLS 81 4 PROJECT REQUIREMENTS 83 The Elicitation Plan 84
Developing an Elicitation Plan 86 Using the Elicitation Plan 89 Benefits 90
Requirements Specification 91 Specifying a Requirement Using Planguage 91
Using the Requirements Specificiation 93 Benefits 96 The Product
Requirements Document 96 Developing a Product Requirements Document 97
Using the PRD 101 Benefits 102 Requirements Ambiguity Checklist 102 Using
the Requirements Ambiguity Checklist 104 Benefits 106 Requirements Baseline
106 Establishing a Requirements Baseline 107 Establish a Requirements
Change Board 107 Benefits 108 References 109 5 SCOPE PLANNING 111 Project
SWOT Analysis 111 Performing a Project SWOT Analysis 112 Using a Project
SWOT Analysis 116 Benefits 117 The Scope Statement 118 Developing a Scope
Statement 118 Using a Scope Statement 124 Variations 124 Benefits 125 The
Work Breakdown Structure 126 Constructing a Project WBS: A Top-Down
Approach 128 Establish the WBS Level of Detail 130 Constructing a
ProjectWBS: A Bottom-Up Approach 134 Using the WBS 135 Benefits 136 The
Product Breakdown Structure 137 Constructing a Product Breakdown Structure
137 Using the PBS 141 Benefits 141 References 142 6 SCHEDULE DEVELOPMENT
145 The Gantt Chart 146 Developing a Gantt Chart 146 Using the Gantt Chart
149 Benefits 149 The Milestone Chart 150 Developing a Milestone Chart 151
Using the Milestone Chart 153 Benefits 154 The Critical Path Method Diagram
154 Constructing a CPM Diagram 155 Using the CPM Diagram 160 Benefits 161
Variations 161 The Time-Scaled Arrow Diagram 162 Developing a TAD 162 Using
a TAD 167 Benefits 168 The Critical Chain Schedule 168 Developing a
Critical Chain Schedule 169 Using the Critical Chain Schedule 172 Benefits
173 The Hierarchical Schedule 173 Constructing a Hierarchical Schedule 174
Using a Hierarchical Schedule 176 Benefits 177 Line of Balance 177
Developing a Line-of-Balance Schedule 178 Using the LOB 180 Benefits 181
Choosing Your Scheduling Tools 181 References 183 7 COST PLANNING 185 The
Cost-Planning Map 185 Developing a Cost-Planning Map 186 Using the
Cost-Planning Map 191 Benefits 191 Analogous Estimate 191 Developing an
Analogous Estimate 192 Using an Analogous Estimate 193 Benefits 193
Parametric Estimate 194 Developing Parametric Estimates 194 Using
Parametric Estimates 198 Benefits 198 Bottom-up Estimate 199 Developing
Bottom-Up Estimates 200 Using Bottom-Up Estimates 202 Benefits 202 The Cost
Baseline 203 Developing a Cost Baseline 203 Using the Cost Baseline 207
Benefits 208 Choosing a Cost-Planning Tool 211 References 211 PART IV:
PROJECT IMPLEMENTATION TOOLS 213 8 SCOPE MANAGEMENT 215 Project Scope
Control System 217 Establishing a Project Scope Control System 217 Using
the Project Scope Control System 220 Benefits 223 Project Change Request
223 Developing a Project Change Request 224 Using the Project Change
Request 228 Benefits 229 The Project Change Log 229 Developing a Project
Change Log 230 Using the Project Change Log 232 Benefits 233 The Scope
Control Decision Checklist 233 Developing a Scope Control Decision
Checklist 233 Using the Scope Control Decision Checklist 234 Benefits 235
References 235 9 SCHEDULE MANAGEMENT 237 The Burn Down Chart 239 Developing
the Burn Down Chart 239 Using the Burn Down Chart 240 Benefits 242 The Slip
Chart 243 Developing the Slip Chart 244 Using the Slip Chart 246 Benefits
246 The Buffer Chart 247 Developing the Buffer Chart 248 Using the Buffer
Chart 249 Benefits 250 The Jogging Line 251 Constructing a Jogging Line 252
Using the Jogging Line 255 Variations 256 Benefits 256 The Milestone
Prediction Chart 257 Constructing the Milestone Prediction Chart 258 Using
the Milestone Prediction Chart 260 Benefits 260 B-C-F Analysis 261
Performing the B-C-F Analysis 262 Using the B-C-F Analysis 264 Benefits 265
Schedule Crashing 265 Performing Schedule Crashing 265 Using Schedule
Crashing 269 Benefits 269 Choosing Your Schedule Management Tools 269
References 270 10 COST MANAGEMENT 273 Cost Management Plan 275 Developing
the Cost Management Plan 275 Using the Cost Management Plan 276 The Budget
Consumption Chart 276 Developing the Budget Consumption Chart 277 Using the
Budget Consumption Chart 278 Variations 279 Benefits 279 Earned Value
Analysis 280 Performing Earned Value Analysis 281 Using Earned Value
Analysis 292 Variations 293 Benefits 293 Milestone Analysis 294 Performing
a Milestone Analysis 295 Using the Milestone Analysis 297 Benefits 297
Choosing Your Cost Management Tools 297 References 298 11 AGILE PROJECT
EXECUTION 301 Contributed by Peerasit Patanakul, James Henry, Jeffrey A.
Leach Scrum Basics 302 Product Backlog and Sprint Backlog 304 Information
on the Backlogs 304 Populating Backlogs 304 Benefits 306 Release Planning
307 The Release-Planning Event 308 Initial Draft Release Plan 309 Final
Release Plans 309 HIP Sprint 310 Release Planning versus Sprint Planning
310 Benefits 311 The Daily Scrum Meeting 311 Organizing a Daily Scrum
Meeting 312 Benefits 312 Sprint Task Board 313 Using the Sprint Task Board
313 Benefits 314 The Sprint Burn Down Chart 315 Developing a Sprint Burn
Down Chart 315 Using a Sprint Burn Down Chart 316 Benefits 317 The Sprint
Retrospective Meeting 317 Organizing a Sprint Retrospective Meeting 318
Using a Sprint Retrospective Meeting 318 Benefits 320 Concluding Remarks
320 References 321 PART V: PROJECT REPORTING AND CLOSURE TOOLS 323 12
PERFORMANCE REPORTING 325 Project Reporting Checklist 325 Developing the
Project Reporting Checklist 326 Using the Project Reporting Checklist 326
Benefits 326 The Project Strike Zone 328 Developing the Project Strike Zone
328 Using the Project Strike Zone 330 Benefits 332 The Project Dashboard
332 Designing a Project Dashboard 334 Using the Project Dashboard 335
Benefits 336 The Summary Status Report 337 Developing a Summary Status
Report 337 Using the Summary Status Report 342 Benefits 343 The Project
Indicator 343 Developing the Project Indicator 345 Using the Project
Indicator 346 Variations 346 Benefits 348 Choosing Your Reporting Tools 349
References 349 13 PROJECT CLOSURE 351 Contributed by Tim Rahschulte, PhD
Understanding Project Closure 351 Project Closing Activities 353 Project
Closure Plan and Checklist 356 Developing the Plan and Checklist 358 Using
the Closure Plan and Checklist 362 Benefits 362 The Project Closure Report
363 Developing the Project Closure Report 363 Using the Project Closure
Report 365 Benefits 365 Postmortem Review 366 Conducting the Postmortem
Review 366 Using the Postmortem Review 369 Variations 371 Benefits 372
Concluding Remarks 373 References 373 PART VI: RISK AND STAKEHOLDER
MANAGEMENT TOOLS 375 14 MANAGING PROJECT RISK 377 Risk Management Plan 378
Developing a Risk Management Plan 378 Using the Risk Management Plan 385
Benefits 386 The Risk Identification Checklist 387 Developing a Risk
Identification Checklist 387 Using a Risk Identification Checklist 389
Benefits 389 The Risk Register 390 Creating a Risk Register 390 Using the
Risk Register 393 Benefits 394 The Risk Assessment Matrix 394 Developing a
Risk Assessment Matrix 395 Using the Risk Assessment Matrix 397 Variations
398 Benefits 398 Monte Carlo Analysis 399 Performing a Monte Carlo Analysis
400 Using the Monte Carlo Analysis 408 Benefits 409 The Decision Tree 409
Analyzing the Decision Tree 410 Using Decision Trees 413 Benefits 414 The
Risk Dashboard 414 Developing the Risk Dashboard 414 Using the Risk
Dashboard 418 Benefits 418 Choosing Your Risk Management Tools 420
References 420 15 INFLUENCING PROJECT STAKEHOLDERS 423 The Stakeholder
Management Plan 423 Developing a Stakeholder Management Plan 424 Using the
Stakeholder Management Plan 427 Benefits 427 The Stakeholder Map 428
Developing a Stakeholder Map 428 Using the StakeholderMap 431 Benefits 431
The Stakeholder Analysis Table 431 Developing a Stakeholder Analysis Table
433 Using the Stakeholder Analysis Table 434 Benefits 435 The Stakeholder
Evaluation Matrix 436 Developing a Stakeholder Evaluation Matrix 438 Using
the Stakeholder Evaluation Matrix 439 Variations 441 Benefits 443 The
Stakeholder Strategy Matrix 444 Developing a Stakeholder Strategy Matrix
444 Using the Stakeholder Strategy Matrix 446 Benefits 447 Choosing Your
Stakeholder Management Tools 447 References 449 Final Thoughts on The PM
Toolbox 449 Index 451
Preface xv Acknowledgments xvii PART I: THE PM TOOLBOX 1 1 INTRODUCTION TO
THE PM TOOLBOX 3 Enabling Business and Project Strategy 5 Project
Management Methodologies and Processes 7 Constructing and Adapting a PM
Toolbox 9 Secure Strategic Alignment 10 Customize the PM Toolbox 12
Continuously Improve the PM Toolbox 20 References 21 PART II: PROJECT
INITIATION TOOLS 23 2 PROJECT SELECTION 25 The Benefits Map 25 Enabling
Benefits Management 26 Developing a Benefits Map 28 Using a Benefits Map 29
Variations 30 Benefits 31 Economic Methods 31 Payback Time 31 Net Present
Value 31 Internal Rate of Return 33 Using Economic Methods 33 Benefits of
Economic Methods 34 Scoring Models 34 Developing a Scoring Model 34 Using a
Scoring Model 39 Benefits 40 Voting Models 40 Developing a Voting Model 41
Using the Voting Model 42 Benefits 45 Pairwise Ranking 46 Developing a
Pairwise Ranking Tool 47 Using the Pairwise Ranking Matrix 48 Benefits 49
The Alignment Matrix 49 Developing the Alignment Matrix 50 Variations 51
Benefits 52 References 52 3 PROJECT INITIATION 55 Checklist Questions for
Project Initiation 55 Developing Checklist Questions for Project Initiation
56 Using the Checklist Questions 57 The Goals Grid 57 Developing a Goals
Grid 58 Using the Goals Grid 59 Benefits 60 Responsibility Matrix 60
Developing a Responsibility Matrix 61 Using the Responsibility Matrix 63
Benefits 64 Complexity Assessment 64 Developing the Complexity Assessment
65 Using the Complexity Assessment 67 Benefits 67 The Project Business Case
68 Developing the Project Business Case 68 Using the Project Business Case
70 Benefits 71 The Project Charter 71 Developing a Project Charter 71 Using
a Project Charter 76 Variations 77 Benefits 77 References 78 PART III:
PROJECT PLANNING TOOLS 81 4 PROJECT REQUIREMENTS 83 The Elicitation Plan 84
Developing an Elicitation Plan 86 Using the Elicitation Plan 89 Benefits 90
Requirements Specification 91 Specifying a Requirement Using Planguage 91
Using the Requirements Specificiation 93 Benefits 96 The Product
Requirements Document 96 Developing a Product Requirements Document 97
Using the PRD 101 Benefits 102 Requirements Ambiguity Checklist 102 Using
the Requirements Ambiguity Checklist 104 Benefits 106 Requirements Baseline
106 Establishing a Requirements Baseline 107 Establish a Requirements
Change Board 107 Benefits 108 References 109 5 SCOPE PLANNING 111 Project
SWOT Analysis 111 Performing a Project SWOT Analysis 112 Using a Project
SWOT Analysis 116 Benefits 117 The Scope Statement 118 Developing a Scope
Statement 118 Using a Scope Statement 124 Variations 124 Benefits 125 The
Work Breakdown Structure 126 Constructing a Project WBS: A Top-Down
Approach 128 Establish the WBS Level of Detail 130 Constructing a
ProjectWBS: A Bottom-Up Approach 134 Using the WBS 135 Benefits 136 The
Product Breakdown Structure 137 Constructing a Product Breakdown Structure
137 Using the PBS 141 Benefits 141 References 142 6 SCHEDULE DEVELOPMENT
145 The Gantt Chart 146 Developing a Gantt Chart 146 Using the Gantt Chart
149 Benefits 149 The Milestone Chart 150 Developing a Milestone Chart 151
Using the Milestone Chart 153 Benefits 154 The Critical Path Method Diagram
154 Constructing a CPM Diagram 155 Using the CPM Diagram 160 Benefits 161
Variations 161 The Time-Scaled Arrow Diagram 162 Developing a TAD 162 Using
a TAD 167 Benefits 168 The Critical Chain Schedule 168 Developing a
Critical Chain Schedule 169 Using the Critical Chain Schedule 172 Benefits
173 The Hierarchical Schedule 173 Constructing a Hierarchical Schedule 174
Using a Hierarchical Schedule 176 Benefits 177 Line of Balance 177
Developing a Line-of-Balance Schedule 178 Using the LOB 180 Benefits 181
Choosing Your Scheduling Tools 181 References 183 7 COST PLANNING 185 The
Cost-Planning Map 185 Developing a Cost-Planning Map 186 Using the
Cost-Planning Map 191 Benefits 191 Analogous Estimate 191 Developing an
Analogous Estimate 192 Using an Analogous Estimate 193 Benefits 193
Parametric Estimate 194 Developing Parametric Estimates 194 Using
Parametric Estimates 198 Benefits 198 Bottom-up Estimate 199 Developing
Bottom-Up Estimates 200 Using Bottom-Up Estimates 202 Benefits 202 The Cost
Baseline 203 Developing a Cost Baseline 203 Using the Cost Baseline 207
Benefits 208 Choosing a Cost-Planning Tool 211 References 211 PART IV:
PROJECT IMPLEMENTATION TOOLS 213 8 SCOPE MANAGEMENT 215 Project Scope
Control System 217 Establishing a Project Scope Control System 217 Using
the Project Scope Control System 220 Benefits 223 Project Change Request
223 Developing a Project Change Request 224 Using the Project Change
Request 228 Benefits 229 The Project Change Log 229 Developing a Project
Change Log 230 Using the Project Change Log 232 Benefits 233 The Scope
Control Decision Checklist 233 Developing a Scope Control Decision
Checklist 233 Using the Scope Control Decision Checklist 234 Benefits 235
References 235 9 SCHEDULE MANAGEMENT 237 The Burn Down Chart 239 Developing
the Burn Down Chart 239 Using the Burn Down Chart 240 Benefits 242 The Slip
Chart 243 Developing the Slip Chart 244 Using the Slip Chart 246 Benefits
246 The Buffer Chart 247 Developing the Buffer Chart 248 Using the Buffer
Chart 249 Benefits 250 The Jogging Line 251 Constructing a Jogging Line 252
Using the Jogging Line 255 Variations 256 Benefits 256 The Milestone
Prediction Chart 257 Constructing the Milestone Prediction Chart 258 Using
the Milestone Prediction Chart 260 Benefits 260 B-C-F Analysis 261
Performing the B-C-F Analysis 262 Using the B-C-F Analysis 264 Benefits 265
Schedule Crashing 265 Performing Schedule Crashing 265 Using Schedule
Crashing 269 Benefits 269 Choosing Your Schedule Management Tools 269
References 270 10 COST MANAGEMENT 273 Cost Management Plan 275 Developing
the Cost Management Plan 275 Using the Cost Management Plan 276 The Budget
Consumption Chart 276 Developing the Budget Consumption Chart 277 Using the
Budget Consumption Chart 278 Variations 279 Benefits 279 Earned Value
Analysis 280 Performing Earned Value Analysis 281 Using Earned Value
Analysis 292 Variations 293 Benefits 293 Milestone Analysis 294 Performing
a Milestone Analysis 295 Using the Milestone Analysis 297 Benefits 297
Choosing Your Cost Management Tools 297 References 298 11 AGILE PROJECT
EXECUTION 301 Contributed by Peerasit Patanakul, James Henry, Jeffrey A.
Leach Scrum Basics 302 Product Backlog and Sprint Backlog 304 Information
on the Backlogs 304 Populating Backlogs 304 Benefits 306 Release Planning
307 The Release-Planning Event 308 Initial Draft Release Plan 309 Final
Release Plans 309 HIP Sprint 310 Release Planning versus Sprint Planning
310 Benefits 311 The Daily Scrum Meeting 311 Organizing a Daily Scrum
Meeting 312 Benefits 312 Sprint Task Board 313 Using the Sprint Task Board
313 Benefits 314 The Sprint Burn Down Chart 315 Developing a Sprint Burn
Down Chart 315 Using a Sprint Burn Down Chart 316 Benefits 317 The Sprint
Retrospective Meeting 317 Organizing a Sprint Retrospective Meeting 318
Using a Sprint Retrospective Meeting 318 Benefits 320 Concluding Remarks
320 References 321 PART V: PROJECT REPORTING AND CLOSURE TOOLS 323 12
PERFORMANCE REPORTING 325 Project Reporting Checklist 325 Developing the
Project Reporting Checklist 326 Using the Project Reporting Checklist 326
Benefits 326 The Project Strike Zone 328 Developing the Project Strike Zone
328 Using the Project Strike Zone 330 Benefits 332 The Project Dashboard
332 Designing a Project Dashboard 334 Using the Project Dashboard 335
Benefits 336 The Summary Status Report 337 Developing a Summary Status
Report 337 Using the Summary Status Report 342 Benefits 343 The Project
Indicator 343 Developing the Project Indicator 345 Using the Project
Indicator 346 Variations 346 Benefits 348 Choosing Your Reporting Tools 349
References 349 13 PROJECT CLOSURE 351 Contributed by Tim Rahschulte, PhD
Understanding Project Closure 351 Project Closing Activities 353 Project
Closure Plan and Checklist 356 Developing the Plan and Checklist 358 Using
the Closure Plan and Checklist 362 Benefits 362 The Project Closure Report
363 Developing the Project Closure Report 363 Using the Project Closure
Report 365 Benefits 365 Postmortem Review 366 Conducting the Postmortem
Review 366 Using the Postmortem Review 369 Variations 371 Benefits 372
Concluding Remarks 373 References 373 PART VI: RISK AND STAKEHOLDER
MANAGEMENT TOOLS 375 14 MANAGING PROJECT RISK 377 Risk Management Plan 378
Developing a Risk Management Plan 378 Using the Risk Management Plan 385
Benefits 386 The Risk Identification Checklist 387 Developing a Risk
Identification Checklist 387 Using a Risk Identification Checklist 389
Benefits 389 The Risk Register 390 Creating a Risk Register 390 Using the
Risk Register 393 Benefits 394 The Risk Assessment Matrix 394 Developing a
Risk Assessment Matrix 395 Using the Risk Assessment Matrix 397 Variations
398 Benefits 398 Monte Carlo Analysis 399 Performing a Monte Carlo Analysis
400 Using the Monte Carlo Analysis 408 Benefits 409 The Decision Tree 409
Analyzing the Decision Tree 410 Using Decision Trees 413 Benefits 414 The
Risk Dashboard 414 Developing the Risk Dashboard 414 Using the Risk
Dashboard 418 Benefits 418 Choosing Your Risk Management Tools 420
References 420 15 INFLUENCING PROJECT STAKEHOLDERS 423 The Stakeholder
Management Plan 423 Developing a Stakeholder Management Plan 424 Using the
Stakeholder Management Plan 427 Benefits 427 The Stakeholder Map 428
Developing a Stakeholder Map 428 Using the StakeholderMap 431 Benefits 431
The Stakeholder Analysis Table 431 Developing a Stakeholder Analysis Table
433 Using the Stakeholder Analysis Table 434 Benefits 435 The Stakeholder
Evaluation Matrix 436 Developing a Stakeholder Evaluation Matrix 438 Using
the Stakeholder Evaluation Matrix 439 Variations 441 Benefits 443 The
Stakeholder Strategy Matrix 444 Developing a Stakeholder Strategy Matrix
444 Using the Stakeholder Strategy Matrix 446 Benefits 447 Choosing Your
Stakeholder Management Tools 447 References 449 Final Thoughts on The PM
Toolbox 449 Index 451
THE PM TOOLBOX 3 Enabling Business and Project Strategy 5 Project
Management Methodologies and Processes 7 Constructing and Adapting a PM
Toolbox 9 Secure Strategic Alignment 10 Customize the PM Toolbox 12
Continuously Improve the PM Toolbox 20 References 21 PART II: PROJECT
INITIATION TOOLS 23 2 PROJECT SELECTION 25 The Benefits Map 25 Enabling
Benefits Management 26 Developing a Benefits Map 28 Using a Benefits Map 29
Variations 30 Benefits 31 Economic Methods 31 Payback Time 31 Net Present
Value 31 Internal Rate of Return 33 Using Economic Methods 33 Benefits of
Economic Methods 34 Scoring Models 34 Developing a Scoring Model 34 Using a
Scoring Model 39 Benefits 40 Voting Models 40 Developing a Voting Model 41
Using the Voting Model 42 Benefits 45 Pairwise Ranking 46 Developing a
Pairwise Ranking Tool 47 Using the Pairwise Ranking Matrix 48 Benefits 49
The Alignment Matrix 49 Developing the Alignment Matrix 50 Variations 51
Benefits 52 References 52 3 PROJECT INITIATION 55 Checklist Questions for
Project Initiation 55 Developing Checklist Questions for Project Initiation
56 Using the Checklist Questions 57 The Goals Grid 57 Developing a Goals
Grid 58 Using the Goals Grid 59 Benefits 60 Responsibility Matrix 60
Developing a Responsibility Matrix 61 Using the Responsibility Matrix 63
Benefits 64 Complexity Assessment 64 Developing the Complexity Assessment
65 Using the Complexity Assessment 67 Benefits 67 The Project Business Case
68 Developing the Project Business Case 68 Using the Project Business Case
70 Benefits 71 The Project Charter 71 Developing a Project Charter 71 Using
a Project Charter 76 Variations 77 Benefits 77 References 78 PART III:
PROJECT PLANNING TOOLS 81 4 PROJECT REQUIREMENTS 83 The Elicitation Plan 84
Developing an Elicitation Plan 86 Using the Elicitation Plan 89 Benefits 90
Requirements Specification 91 Specifying a Requirement Using Planguage 91
Using the Requirements Specificiation 93 Benefits 96 The Product
Requirements Document 96 Developing a Product Requirements Document 97
Using the PRD 101 Benefits 102 Requirements Ambiguity Checklist 102 Using
the Requirements Ambiguity Checklist 104 Benefits 106 Requirements Baseline
106 Establishing a Requirements Baseline 107 Establish a Requirements
Change Board 107 Benefits 108 References 109 5 SCOPE PLANNING 111 Project
SWOT Analysis 111 Performing a Project SWOT Analysis 112 Using a Project
SWOT Analysis 116 Benefits 117 The Scope Statement 118 Developing a Scope
Statement 118 Using a Scope Statement 124 Variations 124 Benefits 125 The
Work Breakdown Structure 126 Constructing a Project WBS: A Top-Down
Approach 128 Establish the WBS Level of Detail 130 Constructing a
ProjectWBS: A Bottom-Up Approach 134 Using the WBS 135 Benefits 136 The
Product Breakdown Structure 137 Constructing a Product Breakdown Structure
137 Using the PBS 141 Benefits 141 References 142 6 SCHEDULE DEVELOPMENT
145 The Gantt Chart 146 Developing a Gantt Chart 146 Using the Gantt Chart
149 Benefits 149 The Milestone Chart 150 Developing a Milestone Chart 151
Using the Milestone Chart 153 Benefits 154 The Critical Path Method Diagram
154 Constructing a CPM Diagram 155 Using the CPM Diagram 160 Benefits 161
Variations 161 The Time-Scaled Arrow Diagram 162 Developing a TAD 162 Using
a TAD 167 Benefits 168 The Critical Chain Schedule 168 Developing a
Critical Chain Schedule 169 Using the Critical Chain Schedule 172 Benefits
173 The Hierarchical Schedule 173 Constructing a Hierarchical Schedule 174
Using a Hierarchical Schedule 176 Benefits 177 Line of Balance 177
Developing a Line-of-Balance Schedule 178 Using the LOB 180 Benefits 181
Choosing Your Scheduling Tools 181 References 183 7 COST PLANNING 185 The
Cost-Planning Map 185 Developing a Cost-Planning Map 186 Using the
Cost-Planning Map 191 Benefits 191 Analogous Estimate 191 Developing an
Analogous Estimate 192 Using an Analogous Estimate 193 Benefits 193
Parametric Estimate 194 Developing Parametric Estimates 194 Using
Parametric Estimates 198 Benefits 198 Bottom-up Estimate 199 Developing
Bottom-Up Estimates 200 Using Bottom-Up Estimates 202 Benefits 202 The Cost
Baseline 203 Developing a Cost Baseline 203 Using the Cost Baseline 207
Benefits 208 Choosing a Cost-Planning Tool 211 References 211 PART IV:
PROJECT IMPLEMENTATION TOOLS 213 8 SCOPE MANAGEMENT 215 Project Scope
Control System 217 Establishing a Project Scope Control System 217 Using
the Project Scope Control System 220 Benefits 223 Project Change Request
223 Developing a Project Change Request 224 Using the Project Change
Request 228 Benefits 229 The Project Change Log 229 Developing a Project
Change Log 230 Using the Project Change Log 232 Benefits 233 The Scope
Control Decision Checklist 233 Developing a Scope Control Decision
Checklist 233 Using the Scope Control Decision Checklist 234 Benefits 235
References 235 9 SCHEDULE MANAGEMENT 237 The Burn Down Chart 239 Developing
the Burn Down Chart 239 Using the Burn Down Chart 240 Benefits 242 The Slip
Chart 243 Developing the Slip Chart 244 Using the Slip Chart 246 Benefits
246 The Buffer Chart 247 Developing the Buffer Chart 248 Using the Buffer
Chart 249 Benefits 250 The Jogging Line 251 Constructing a Jogging Line 252
Using the Jogging Line 255 Variations 256 Benefits 256 The Milestone
Prediction Chart 257 Constructing the Milestone Prediction Chart 258 Using
the Milestone Prediction Chart 260 Benefits 260 B-C-F Analysis 261
Performing the B-C-F Analysis 262 Using the B-C-F Analysis 264 Benefits 265
Schedule Crashing 265 Performing Schedule Crashing 265 Using Schedule
Crashing 269 Benefits 269 Choosing Your Schedule Management Tools 269
References 270 10 COST MANAGEMENT 273 Cost Management Plan 275 Developing
the Cost Management Plan 275 Using the Cost Management Plan 276 The Budget
Consumption Chart 276 Developing the Budget Consumption Chart 277 Using the
Budget Consumption Chart 278 Variations 279 Benefits 279 Earned Value
Analysis 280 Performing Earned Value Analysis 281 Using Earned Value
Analysis 292 Variations 293 Benefits 293 Milestone Analysis 294 Performing
a Milestone Analysis 295 Using the Milestone Analysis 297 Benefits 297
Choosing Your Cost Management Tools 297 References 298 11 AGILE PROJECT
EXECUTION 301 Contributed by Peerasit Patanakul, James Henry, Jeffrey A.
Leach Scrum Basics 302 Product Backlog and Sprint Backlog 304 Information
on the Backlogs 304 Populating Backlogs 304 Benefits 306 Release Planning
307 The Release-Planning Event 308 Initial Draft Release Plan 309 Final
Release Plans 309 HIP Sprint 310 Release Planning versus Sprint Planning
310 Benefits 311 The Daily Scrum Meeting 311 Organizing a Daily Scrum
Meeting 312 Benefits 312 Sprint Task Board 313 Using the Sprint Task Board
313 Benefits 314 The Sprint Burn Down Chart 315 Developing a Sprint Burn
Down Chart 315 Using a Sprint Burn Down Chart 316 Benefits 317 The Sprint
Retrospective Meeting 317 Organizing a Sprint Retrospective Meeting 318
Using a Sprint Retrospective Meeting 318 Benefits 320 Concluding Remarks
320 References 321 PART V: PROJECT REPORTING AND CLOSURE TOOLS 323 12
PERFORMANCE REPORTING 325 Project Reporting Checklist 325 Developing the
Project Reporting Checklist 326 Using the Project Reporting Checklist 326
Benefits 326 The Project Strike Zone 328 Developing the Project Strike Zone
328 Using the Project Strike Zone 330 Benefits 332 The Project Dashboard
332 Designing a Project Dashboard 334 Using the Project Dashboard 335
Benefits 336 The Summary Status Report 337 Developing a Summary Status
Report 337 Using the Summary Status Report 342 Benefits 343 The Project
Indicator 343 Developing the Project Indicator 345 Using the Project
Indicator 346 Variations 346 Benefits 348 Choosing Your Reporting Tools 349
References 349 13 PROJECT CLOSURE 351 Contributed by Tim Rahschulte, PhD
Understanding Project Closure 351 Project Closing Activities 353 Project
Closure Plan and Checklist 356 Developing the Plan and Checklist 358 Using
the Closure Plan and Checklist 362 Benefits 362 The Project Closure Report
363 Developing the Project Closure Report 363 Using the Project Closure
Report 365 Benefits 365 Postmortem Review 366 Conducting the Postmortem
Review 366 Using the Postmortem Review 369 Variations 371 Benefits 372
Concluding Remarks 373 References 373 PART VI: RISK AND STAKEHOLDER
MANAGEMENT TOOLS 375 14 MANAGING PROJECT RISK 377 Risk Management Plan 378
Developing a Risk Management Plan 378 Using the Risk Management Plan 385
Benefits 386 The Risk Identification Checklist 387 Developing a Risk
Identification Checklist 387 Using a Risk Identification Checklist 389
Benefits 389 The Risk Register 390 Creating a Risk Register 390 Using the
Risk Register 393 Benefits 394 The Risk Assessment Matrix 394 Developing a
Risk Assessment Matrix 395 Using the Risk Assessment Matrix 397 Variations
398 Benefits 398 Monte Carlo Analysis 399 Performing a Monte Carlo Analysis
400 Using the Monte Carlo Analysis 408 Benefits 409 The Decision Tree 409
Analyzing the Decision Tree 410 Using Decision Trees 413 Benefits 414 The
Risk Dashboard 414 Developing the Risk Dashboard 414 Using the Risk
Dashboard 418 Benefits 418 Choosing Your Risk Management Tools 420
References 420 15 INFLUENCING PROJECT STAKEHOLDERS 423 The Stakeholder
Management Plan 423 Developing a Stakeholder Management Plan 424 Using the
Stakeholder Management Plan 427 Benefits 427 The Stakeholder Map 428
Developing a Stakeholder Map 428 Using the StakeholderMap 431 Benefits 431
The Stakeholder Analysis Table 431 Developing a Stakeholder Analysis Table
433 Using the Stakeholder Analysis Table 434 Benefits 435 The Stakeholder
Evaluation Matrix 436 Developing a Stakeholder Evaluation Matrix 438 Using
the Stakeholder Evaluation Matrix 439 Variations 441 Benefits 443 The
Stakeholder Strategy Matrix 444 Developing a Stakeholder Strategy Matrix
444 Using the Stakeholder Strategy Matrix 446 Benefits 447 Choosing Your
Stakeholder Management Tools 447 References 449 Final Thoughts on The PM
Toolbox 449 Index 451