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Wiley Pathways Project Management



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Where do you want to go? You might already be working in the business world and may be looking to expand your skills. You might be setting out on a new career path. Or, you might want to learn more about exciting opportunities in project management.

Table of Contents

Defining Project Management Todayp. 1
Introductionp. 2
Understanding Project Managementp. 2
Defining Projectsp. 2
Defining Project Managementp. 3
Why Projects and Project Management?p. 4
Self-Checkp. 4
Defining Project Successp. 5
Meeting Specificationsp. 6
Factoring in Uncertaintyp. 6
Self-Checkp. 7
Comparing Project Management and General Managementp. 7
Self-Checkp. 9
Defining Project Rolesp. 9
Considering the Project Manager's Rolep. 10
Considering the Functional Manager's Rolep. 11
Considering the Functional Employees Rolep. 11
Considering the Role of Executives and Upper Managementp. 12
Self-Checkp. 13
The Project Manager as a Planning Agentp. 14
Self-Checkp. 14
Identifying Project Championsp. 15
Self-Checkp. 16
Meeting the Demands of Project Managementp. 16
Self-Checkp. 18
Classifying Projectsp. 19
Self-Checkp. 20
Managing Projects Off-site and On-sitep. 20
Self-Checkp. 20
Summaryp. 22
Key Termsp. 22
Summary Questionsp. 24
Applying This Chapterp. 24
You Try Itp. 26
Case Studyp. 27
Identifying Project Needs and Solutionsp. 29
Introductionp. 30
Defining Projectsp. 30
Identifying Project Needsp. 31
Confirming That a Project Addresses Identified Needsp. 31
Determining How Important a Project Is to an Organizationp. 32
Self-Checkp. 33
Laying the Groundwork for Project Workp. 34
Considering Project Strategyp. 34
Establishing Project Objectivesp. 34
Self-Checkp. 37
Defining Project Boundariesp. 37
Identifying Limitationsp. 37
Determining Project Limitationsp. 39
Incorporating Limitations into a Project Planp. 40
Self-Checkp. 40
Dealing with Unknownsp. 41
Self-Checkp. 42
Developing a Statement of Workp. 42
Identifying Components of Statements of Workp. 43
Developing a Statement of Workp. 44
Comparing Statements of Work to Other Project Documentsp. 45
Self-Checkp. 46
Using Software to Manage a Projectp. 47
Using Computer Software Effectivelyp. 47
Choosing Softwarep. 48
Self-Checkp. 51
Summaryp. 51
Key Termsp. 51
Summary Questionsp. 54
Applying This Chapterp. 54
You Try Itp. 56
Case Studyp. 57
Organizing Projectsp. 59
Introductionp. 60
Exploring Traditional Project Organization Structuresp. 60
Working within Centrally Organized Structuresp. 60
Working within Functionally Organized Structuresp. 63
Self-Checkp. 65
Choosing Matrix Organizationp. 65
Self-Checkp. 68
Mixed Organizational Systemsp. 69
Self-Checkp. 70
Summaryp. 70
Key Termsp. 71
Summary Questionsp. 72
Applying This Chapterp. 72
You Try Itp. 73
Case Studyp. 74
Planning Projectsp. 75
Introductionp. 76
Planning a Project Based on Life Cycle Phasesp. 76
The Conceive Phase: Starting with an Ideap. 77
The Define Phase: Establishing the Planp. 78
The Start Phase: Getting Ready, Getting Setp. 79
The Perform Phase: Go!p. 80
The Close Phase: Stop!p. 80
Appreciating Differences in Project Life Cyclesp. 80
Self-Checkp. 82
Filling Participants' Rolesp. 82
Confirming Team Members' Participationp. 83
Drawing up Work-Order Agreementsp. 83
Assuring That Others Are on Boardp. 84
Recruiting People to Fill Project Positionsp. 85
Self-Checkp. 86
Using Work Breakdown Structuresp. 86
Thinking Hierarchically with Work Breakdown Structuresp. 86
Incorporating Conditional Activities in Work Breakdown Structuresp. 88
Including Activities with No Obvious Break Pointsp. 90
Planning Long-Term Projectsp. 90
Developing Work Breakdown Structuresp. 91
Self-Checkp. 92
Displaying Work Breakdown Structuresp. 93
The Organizational-Chart Formatp. 93
The Indented-Outline Formatp. 93
The Bubble-Chart Formatp. 94
Self Checkp. 95
Illustrating Work Relationships with Linear Responsibility Chartsp. 95
Assigning Responsibilitiesp. 96
Reading Linear Responsibility Chartsp. 96
Developing Linear Responsibility Chartsp. 98
Improving the Quality of Chartsp. 99
Self-Checkp. 100
Working with Multidisciplinary Teamsp. 101
Using Concurrent Engineeringp. 101
Interface Coordination and Integration Managementp. 103
Self-Checkp. 103
Examining Why Plans and Projects Failp. 104
Anticipating Common Mistakesp. 104
Responding to Realityp. 106
Detecting Potential Pitfalls Earlyp. 106
Self-Checkp. 108
Summaryp. 108
Key Termsp. 109
Summary Questionsp. 111
Applying This Chapterp. 112
You Try Itp. 114
Case Studyp. 115
Budgeting Projectsp. 117
Introductionp. 118
Examining Methods of Budgetingp. 118
Understanding the Challenges of Project Budgetsp. 119
Focusing on Cost per Unitp. 120
Top-Down Budgetingp. 122
Bottom-Up Budgetingp. 123
Self-Checkp. 124
Cost Estimatingp. 124
Identifying Different Types of Project Costsp. 125
Developing Project Budgetsp. 126
Developing Project Costsp. 127
Reviewing Budget Estimatesp. 129
Self-Checkp. 131
Improving Cost Estimatesp. 132
Using Formsp. 132
Using Learning Curvesp. 134
Using Tracking Signalsp. 134
Considering Other Factorsp. 134
Self-Checkp. 137
Dealing with Budget Uncertaintyp. 137
Re-estimating Project Budgetsp. 138
Identifying Causes for Changep. 138
Responding to Changesp. 140
Revising Budgetsp. 141
Self-Checkp. 141
Summaryp. 142
Key Termsp. 142
Summary Questionsp. 144
Applying This Chapterp. 144
You Try Itp. 146
Case Studyp. 147
Establishing Project Schedulesp. 148
Introductionp. 149
Exploring Schedule Possibilities with Diagramsp. 149
Drawing Network Diagramsp. 150
Considering Network Diagram Optionsp. 151
Choosing Network Diagram Formatsp. 154
Self-Checkp. 154
Analyzing Network Diagramsp. 154
Following Two Rulesp. 155
Determining Critical Paths, Noncritical Paths, and Earliest Start and Finish Datesp. 157
Determining Slack Times and Earliest Start and Finish Datesp. 158
Sequencing Activities on Diagramsp. 161
Self-Checkp. 164
Using Network Diagram to Analyze a Simple Examplep. 165
Self-Checkp. 171
Developing Project Schedulesp. 171
Laying Down Initial Schedulesp. 171
Avoiding the Pitfall of Backing in to Schedulesp. 172
Meeting an Established Time Constraintp. 172
Reducing the Required Timep. 173
Self-Checkp. 179
Estimating Activity Durationp. 179
Describing What Happensp. 180
Considering Resource Characteristicsp. 181
Finding Sources of Supporting Informationp. 181
Improving Activity Span Time Estimatesp. 181
Self-Checkp. 182
Displaying Project Schedulesp. 183
Choosing Presentation Formatsp. 183
Displaying Project Schedules as Gantt Chartsp. 183
Precedence Diagrammingp. 189
Self-Checkp. 191
Summaryp. 191
Key Termsp. 192
Summary Questionsp. 195
Applying This Chapterp. 195
You Try Itp. 199
Case Studyp. 200
Estimating and Allocating Resourcesp. 201
Introductionp. 202
Estimating Who, How Much, and Whenp. 202
Planning Personnel Needsp. 203
Describing People's Skills and Knowledgep. 203
Self-Checkp. 207
Estimating Needed Commitmentp. 207
Describing Needed Personnelp. 208
Estimating Required Work Effortp. 209
Factoring in Productivity, Efficiency, and Availabilityp. 210
Supporting Estimates with Historical Data and Experiencep. 211
Improving Work Effort Estimatesp. 214
Juggling Multiple Commitmentsp. 216
Preparing an Initial Commitment Analysisp. 216
Resolving Potential Resource Overloadsp. 218
Coordinating Assignments Across Multiple Projectsp. 221
Working in Everything Elsep. 222
Resource Loading and Levelingp. 224
Loading Resourcesp. 224
Leveling Resourcesp. 228
Allocating Scarce Resourcesp. 235
Establishing Prioritiesp. 235
Allocating Scarce Resources to Several Projectsp. 237
Self-Checkp. 240
Summaryp. 240
Key Termsp. 241
Summary Questionsp. 243
Applying This Chapterp. 243
You Try Itp. 245
Case Studyp. 246
Being an Effective Project Managerp. 247
Introductionp. 248
Selecting a Project Managerp. 248
Self-Checkp. 252
Leading in a Project Environmentp. 252
Practicing Both Management and Leadershipp. 252
Developing Personal Power and Influencep. 253
Establishing Bases of Powerp. 255
Self-Checkp. 256
Holding Others Accountable to Projectsp. 256
Involving People Who Really have Authorityp. 257
Getting the Desired Resultsp. 257
Monitoring Others' Workp. 258
Self-Checkp. 259
Handling Employee-Manager Problemsp. 260
The Reasons Behind Micromanagementp. 260
Helping Micromanagers Gain Confidencep. 261
Working with a Micromanagerp. 262
Self-Checkp. 262
Handling and Avoiding Project Management Pitfallsp. 263
Determining How and Why Projects Get Off Trackp. 263
Reaffirming Project Detailsp. 263
Introducing New Project Plan Elementsp. 264
Self-Checkp. 265
Summaryp. 266
Key Termsp. 266
Summary Questionsp. 267
Applying This Chapterp. 267
You Try Itp. 269
Case Studyp. 270
Involving the Right People in Projectsp. 271
Introductionp. 272
Knowing and Engaging a Project's Audiencep. 272
Engaging a Project's Audiencep. 272
Using Categories to Create an Audience Listp. 273
Ensuring that Audience Lists Are Complete and Usefulp. 275
Developing an Audience List Templatep. 277
Self-Checkp. 278
Identifying Drivers, Supporters, and Observersp. 280
Deciding When and How to Involve Drivers, Supporters, and Observersp. 280
Using Different Methods to Involve Drivers, Supporters, and Observersp. 282
Self-Checkp. 282
Involving People with Authority in Projectsp. 283
Self-Checkp. 285
Summaryp. 285
Key Termsp. 285
Summary Questionsp. 287
Applying This Chapterp. 287
You Try Itp. 289
Case Studyp. 290
Managing Project Teamsp. 292
Introductionp. 293
Defining Team Roles and Responsibilitiesp. 293
Agreeing to Three Team Conceptsp. 293
Assigning Project Roles Through Delegationp. 295
Delegating with Confidencep. 297
Sharing Responsibilityp. 298
Holding People Accountable When They Don't Report to Youp. 298
Self-Checkp. 301
Establishing New Project Teamsp. 301
Developing Team and Individual Project Goalsp. 302
Defining Team Member Rolesp. 303
Defining a Team's Operating Processesp. 303
Supporting the Development of Team Member Relationshipsp. 304
Helping Teams Become Smooth-Functioning Unitsp. 304
Self-Checkp. 306
Motivating and Sustaining Project Teamp. 306
Clarifying Project Benefitsp. 307
Demonstrating Feasibilityp. 308
Reporting and Rewarding Progressp. 308
Self-Checkp. 310
Summaryp. 310
Key Termsp. 310
Summary Questionsp. 312
Applying This Chapterp. 312
You Try Itp. 314
Case Studyp. 315
Tracking Progress and Maintaining Controlp. 316
Introductionp. 317
Understanding the Plan-Monitor-Control Cyclep. 317
Making Time for Planning, Monitoring, and Controllingp. 317
Monitoring Projectsp. 318
Controlling Projectsp. 320
Self-Checkp. 321
Collecting, Analyzing, and Reporting Datap. 321
Data Collectingp. 322
Data Analysisp. 323
Reportingp. 324
Self-Checkp. 326
Performing Earned Value Analysisp. 327
Defining the Key Elements of Earned Value Analysisp. 327
Considering an Examplep. 330
Determining the Reasons for Observed Variancesp. 331
Calculating Budgeted Cost of Work Performedp. 332
Self-Checkp. 334
Designing Monitoring and Control Systemsp. 334
Monitoring Schedule Performancep. 335
Monitoring Work-Effort Expendedp. 338
Monitoring Expendituresp. 341
Developing Comprehensive Monitoring and Control Proceduresp. 342
Identifying Possible Causes of Delays and Variancesp. 343
Identifying Possible Corrective Actionsp. 344
Self-Checkp. 345
Responding to Scope Creep and Change Controlp. 346
Self-Checkp. 348
Summaryp. 348
Key Termsp. 348
Summary Questionsp. 351
Applying This Chapterp. 352
You Try Itp. 354
Case Studyp. 355
Communicating and Documenting Project Progressp. 356
Introductionp. 357
Forms of Communicationp. 357
Choosing the Best Communication Approachp. 357
Sharing Information in Writingp. 358
Sharing Information Through Meetingsp. 359
Self-Checkp. 361
Preparing Progress Reportsp. 361
Self-Checkp. 364
Holding Key Project Meetingsp. 364
Regularly Scheduled Team Meetingsp. 365
Ad Hoc Team Meetingsp. 366
Upper-Management Progress Reviewsp. 366
Self-Checkp. 367
Summaryp. 367
Key Termsp. 367
Summary Questionsp. 369
Applying This Chapterp. 369
You Try Itp. 371
Case Studyp. 372
Managing Riskp. 376
Introductionp. 377
Understanding Risk and Risk Managementp. 377
Defining Risk and Risk Managementp. 377
Choosing the Risks to be Managedp. 378
Developing a Risk Management Processp. 379
Communicating About Risksp. 380
Self-Checkp. 381
Identifying Risksp. 382
Recognizing Risk Factorsp. 382
Defining Risksp. 387
Self-Checkp. 388
Assessing and Analyzing Risksp. 388
Assessing the Likelihood of a Risk Occurringp. 388
Assessing the Magnitude of the Consequencesp. 390
Self-Checkp. 392
Selecting the Appropriate Response Mechanismp. 393
Creating Risks Management Plansp. 393
Risk Monitoring and Controlp. 395
Self-Checkp. 396
Summaryp. 396
Key Termsp. 396
Summary Questionsp. 398
Applying This Chapterp. 398
You Try Itp. 400
Case Studyp. 401
Evaluating and Ending Projectsp. 403
Introductionp. 404
Evaluating Projectsp. 404
Preparing for a Post project Evaluationp. 404
Determining Evaluation Criteriap. 406
Self-Checkp. 407
Project Auditingp. 407
The Project Audit Processp. 408
Participating in an Audit Reportp. 410
Self-Checkp. 413
Terminating Projectsp. 414
Deciding When to Terminate a Projectp. 414
Types of Project Terminationp. 414
The Termination Processp. 415
Preparing the Project Final Reportp. 417
Self-Checkp. 418
Summaryp. 419
Key Termsp. 419
Summary Questionsp. 420
Applying This Chapterp. 420
You Try Itp. 421
Case Studyp. 422
Glossaryp. 424
Indexp. 440
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