Microsoft Office Excel 2007 for Project Managers

by Heldman, Kim; Heldman, William

• ISBN13: 9780470047170
• ISBN10: 0470047178
• Edition: 1st
• Format: Paperback
• Copyright: 2007-01-23
• Publisher: Sybex

Summary

Maximize Your Productivity with these Project Management Tools and Skills Combine the power of Excel 2007, Microsoft Office SharePoint Server, and sound project management tools to bring added value to your skill set. You'll walk through a project and learn step by step how to use these powerful tools to schedule jobs, create budgets, manage processes, and share project information. Whether new to project management or a veteran, you'll discover techniques, hints, and examples you can use immediately. As a bonus, Excel templates and checklists are available online that you can apply to your next project. Master the fundamentals of Microsoft Excel 2007 and SharePoint Server Review key management skills such as communication and negotiation Define project goals and create a Project Charter Learn the five steps of the project management process Set up schedules, estimates, and budgets using Excel 2007 Create Gantt charts, network diagrams, and scatter charts Assign teams, handle changes, and take corrective action Publish and archive project information using SharePoint Valuable extras online! Visit www.sybex.com/go/exelpm for bonus Excel templates and checklists you can use immediately.

Author Biography

Kim Heldman is the bestselling author of PMP Study Guide, Third Edition and Project Management Jumpstart, Second Edition as well as Chief Information Officer for the Colorado Department of Natural Resources.

William Heldman is a Microsoft Certified Systems Engineer (MCSE) and Microsoft Certified Trainer (MCT). He is a computer technology instructor at a career and technical education high school in Lakewood, Colorado.

Table of Contents

Introduction	p. xiii
Establishing Project Management Fundamentals	p. 1
Project Management Institute	p. 2
What Is a Project?	p. 3
Projects versus Ongoing Operations	p. 3
How Projects Come About	p. 5
Overview of the Project Process Groups	p. 6
Key Project Management Skills	p. 10
Project Management Maturity	p. 11
Leadership Skills	p. 12
Communicating Successfully	p. 13
Negotiating and Problem-Solving Skills	p. 16
General Management Skills	p. 17
Organizing Time and Information	p. 19
Professional Responsibility	p. 22
Establishing Excel and Office 2007 SharePoint Server Fundamentals	p. 23
Using Excel and SharePoint to Manage Projects	p. 24
How Excel 2007 and MOSS Support Project Management Processes	p. 29
Excel Is a One-Stop Environment For Project Documents	p. 32
SharePoint Services	p. 32
Office 2007	p. 33
Excel 2007 and Office SharePoint Server 2007	p. 34
Creating a Document Repository	p. 37
Setting Up MOSS Page Forms	p. 40
Embedded MOSS Form Links	p. 42
Populating MOSS with Documentation	p. 46
Notifying Users of Document Availability	p. 46
Initiating the Project	p. 49
Establishing a Project Initiation Process	p. 50
Components of the Initiating Process	p. 51
The Elements of a Project Request Form	p. 51
Establishing the Business Justification	p. 54
Creating the Project Request Form using Excel	p. 56
Publishing the Project Request Form	p. 57
Project Selection Criteria	p. 65
Creating a Project Request Tracking Log	p. 71
Identifying Stakeholders	p. 72
The Role of the Project Sponsor	p. 72
Key Stakeholders	p. 73
Documenting Key Stakeholders	p. 74
Defining Project Goals and Creating the Project Charter	p. 75
Principles of Goal Setting	p. 75
Project Charter Elements	p. 76
Obtaining Approval	p. 79
Determining Project Requirements	p. 81
Creating the Project Scope Statement	p. 82
Essential Elements of the Project Scope Statement	p. 84
Determining Deliverables and Acceptance Criteria	p. 84
Documenting Requirements	p. 87
Remaining Scope Statement Elements	p. 94
Creating the Communication Plan	p. 100
Determining Communication Needs	p. 101
Improving Project Communication with SharePoint and the MOSS	p. 102
Reporting and Tracking Project Progress	p. 104
Status Reporting	p. 104
Creating Reporting Templates with MS Excel	p. 105
Action Item Log	p. 109
Issues Log	p. 115
Planning and Acquiring Resources	p. 119
Establishing the Project Team	p. 120
Team Member Recruitment	p. 120
Stages of Team Development	p. 122
Performing a Skills Assessment	p. 124
Documenting Roles and Responsibilities	p. 126
Creating a Project Organizational Chart	p. 128
Motivating Teams	p. 131
Adding Team Members to MOSS	p. 135
Contact List Update	p. 140
Procuring Materials, Supplies, and Equipment	p. 142
Creating a Materials List	p. 143
Make-or-Buy Analysis	p. 144
Soliciting Bids and Proposals	p. 145
Selecting a Winner	p. 145
Managing Vendors	p. 147
Assessing and Tracking Risk	p. 149
Identifying Risks	p. 150
Identification Techniques	p. 150
Common Project Risks	p. 152
Creating a Risk Checklist	p. 154
Performing Risk Assessment	p. 155
Risk Tolerance	p. 155
Risk Probability and Impact	p. 156
Documenting the Risk Register	p. 160
Creating a Risk Register with MS Excel	p. 161
Responding to Risk Events	p. 171
Risk Response Techniques	p. 172
Documenting Risk Response Results	p. 174
Updating the Risk Register	p. 174
Closing Out Risks	p. 175
Quality Management	p. 177
Quality Management Plan	p. 178
Cost of Quality	p. 180
Costs Associated with Cost of Quality	p. 180
Cost of Quality Theories	p. 181
Determining Quality Metrics	p. 181
Benchmarking	p. 181
Cost-Benefit Analysis	p. 182
Affinity Diagrams	p. 182
Pareto Charts	p. 182
Scatter Diagram	p. 190
Flowcharts	p. 191
Control Chart	p. 195
Inspection	p. 196
Controlling Quality	p. 197
Security and Formatting Elements of MOSS	p. 197
Information Rights Management (IRM) and Office 2007	p. 204
Digital Signatures	p. 206
Constructing the Project Schedule and Budget	p. 211
Creating the Work Breakdown Structure (WBS)	p. 212
Constructing WBS Levels	p. 212
Work Package Level	p. 213
Defining Resources for Work Packages	p. 214
Estimating Project Tasks	p. 215
Expert Judgment	p. 215
Top-Down and Bottom-Up Estimating	p. 215
Parametric Estimating	p. 215
Three-Point Estimates	p. 216
Sequencing Tasks	p. 218
Determining the Critical Path	p. 220
Calculating the Forward Pass	p. 220
Calculating the Backward Pass	p. 221
Calculating the Critical Path	p. 221
Crashing the Schedule	p. 222
Determining Resource Availability	p. 223
Documenting the Project Schedule	p. 227
Milestone Chart	p. 228
Project Calendar	p. 228
Network Diagram	p. 229
Gantt Charts	p. 230
Creating the Project Budget	p. 231
Budgeting Inputs	p. 232
Building Project Budgets	p. 233
Elements of a Project Budget	p. 233
Estimating Budget Items	p. 235
Determining and Monitoring Performance Measures	p. 237
Cost and Schedule Variance	p. 238
Performance Indexes	p. 238
Establishing Change Control Processes	p. 245
When Change Occurs	p. 246
Reasons for Change	p. 247
Dealing with Change	p. 248
Creating a Change Control Process	p. 248
Level of Authority	p. 249
Emergency Requests	p. 249
Escalation Process	p. 250
Creating Change Control Forms	p. 250
Change Request Form	p. 250
Change Request Log	p. 251
Converting Tables to Ranges	p. 253
Reporting and Printing Change Control Data	p. 254
Assessing the Impacts of Change	p. 263
Establishing a Change Control Board	p. 265
CCB Procedures	p. 265
Project Manager's Role on the CCB	p. 266
Independent Verification and Validation	p. 266
Windows SharePoint Services Templates	p. 267
Accessing Templates in MOSS	p. 269
Subsite Creation	p. 271
Controlling Project Outcomes and Archiving Documents	p. 275
Performing the Work of the Project	p. 276
Monitoring and Controlling the Work of the Project	p. 277
Schedule and Budget Monitoring	p. 278
Monitoring Risk	p. 278
Procurement Monitoring	p. 279
Monitoring Vendors and Contracts	p. 280
Change Request Monitoring	p. 281
Team Member Monitoring	p. 281
Taking Corrective Action	p. 282
Schedule Actions	p. 283
Budget Actions	p. 288
Personnel Actions	p. 288
Contract Actions	p. 290
Signs of Project Trouble	p. 291
Accepting Project Deliverables	p. 292
Notifying Stakeholders of Project Acceptance	p. 293
Closing Out the Contract	p. 294
Documenting Lessons Learned	p. 294
Releasing Team Members	p. 297
Archiving Project Documents	p. 297
Backing Up the MOSS Server	p. 298
Celebrate	p. 301
Excel Function Junction	p. 303
Leveraging Excel Functions Using Excel Services	p. 304
Calculating Various Workbook Elements and Publishing to MOSS	p. 308
Using Excel Functions to Enhance Project Management Productivity	p. 317
Function Groups	p. 318
Functions for the Project Manager	p. 319
VBA, Macros, and Other Ways to Automate Excel	p. 324
Consolidating Sheets	p. 330
Cubes/Pivot Tables	p. 332
Index	p. 335
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