Project Management Concepts, Methods, and Techniques Claude H. Maley Uffi\ CRC Press Taylor & Francis Croup Boca Raton London New York CRC Press is an imprint of the Taylor & Francis Croup, an Informa business INTERNATIONAL AN AUERBA CH BOOK an informa business
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Project Management Concepts, Methods, and Techniques · Project Management Concepts, Methods, and Techniques Claude H. Maley Uffi\ CRC Press Taylor & Francis Croup Boca Raton London
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ProjectManagement
Concepts,Methods, and
Techniques
Claude H. Maley
Uffi\ CRC PressTaylor & Francis CroupBoca Raton London New York
CRC Press is an imprint of theTaylor & Francis Croup, an Informa business
INTERNATIONAL A N A U E R B A C H BOOKan informa business
Contents
Preface xxiiiClaude H. Maley xxvii
Chapter 1 Introduction to Project Management 1
1.1 Chapter Overview 11.2 Projects and the Business Environment 1
1.2.1 Key Project Management Concepts 21.2.2 Terminology 31.2.3 Characteristics of Projects 41.2.4 Projects in the Business Environment 51.2.5 Strategic and Tactical Projects 61.2.6 Projects and Programs 7
1.3 The Life Cycle 81.3.1 What Is a Life Cycle? 81.3.2 The Product Life Cycle 91.3.3 The Project Development Life Cycle 10
1.3.3.1 Characteristics of Project Phases 121.4 Project Governance 13
1.4.1 Overview 131.4.2 The Project Board 141.4.3 The Sponsor 141.4.4 Strategies for Effective Governance
in Projects 151.5 Business Drivers and Business Needs 16
1.5.1 Establishing the Business Needs andInitial Scope 161.5.1.1 The Business Case 161.5.1.2 Achieving Business Alignment 171.5.1.3 The Project Proposal and t
Proposed Solution 181.5.2 The MOST Model 181.5.3 Project Stakeholders 20
vi • Contents
1.6 The Triple Constraint 201.6.1 Definition 201.6.2 Extended Issues to the Triple Constraint 22
1.6.2.1 Business Benefit 221.6.2.2 Scope 231.6.2.3 Risk 241.6.2.4 Cost 241.6.2.5 Time 241.6.2.6 Quality 24
1.7 The Project Manager's Role and Responsibilities 241.7.1 The Project Manager 24
1.8.2.1 Factors in Designing a ProjectStructure 33
1.8.2.2 Corporate OrganizationalStructure Factors to Consider 34
1.8.3 Types of Project Organizations 361.8.3.1 Functional Organization 361.8.3.2 Project Based (Projectized) 381.8.3.3 Matrix Organization 40
1.9 PMI Body of Knowledge 421.9.1 PMI: Nine Knowledge Areas 421.9.2 PMI: Process Groups 441.9.3 Mapping Processes to Knowledge Areas 44
Chapter 2 Project Initiation 47
2.1 Chapter Overview 472.2 Project Origination 47
2.2.1 Origins of Projects 47
Contents • vii
2.2.2 Enabling Documents 502.2.2.1 The Business Case 50
2.3 Project Selection 532.3.1 Projects and Project Portfolio Management..532.3.2 Aligning the Project to the
Organizational Strategy 562.3.3 Selection and Prioritization of Projects 572.3.4 Quantitative and Qualitative Methods 60
2.3.4.1 Present Value 612.3.4.2 Net Present Value 612.3.4.3 Benefit-Cost Ratio (BCR) 622.3.4.4 Internal Rate of Return (IRR) 642.3.4.5 Payback Period 642.3.4.6 Return on Investment (ROI) 66
2.4 Project Initiation 672.4.1 Approval to Proceed 672.4.2 Decision on Project Launch: The Project
Charter 682.4.3 Project Initiation Phase Kick-Off Meeting ....692.4.4 Project Governance after Launch 69
2.6.1.1 Specification of Scope 842.6.1.2 Management of Scope Changes 842.6.1.3 Verification of Scope 84
viii • Contents
2.6.2 Specification of Scope 852.6.3 Key Documents 86
2.6.3.1 Needs Assessment 862.6.3.2 Functional Requirements 882.6.3.3 Solution Design 892.6.3.4 Impact on the Project Scope 902.6.3.5 Assumptions and Constraints 90
2.6.4 Management of Scope Changes 902.6.5 Verification of Scope 91
2.7 Role of the Project Manager 912.7.1 Project Manager Formal Assignment 912.7.2 Organizational Structures 922.7.3 Project Core Team Allocation 932.7.4 Engaging the Organization 94
Chapter 3 Project Planning 95
3.1 Chapter Overview 953.2 Synopsis and Approach 95
3.2.1 Challenges to Project Planning 963.2.2 The Project Planning Environment 98
3.3 Establishing the Project Core Team 993.4 The Key Planning Steps 102
3.4.1 Finalizing the Project Scope Statement 1033.4.2 Finalizing the Project Objectives 1043.4.3 Work Breakdown Structure 1063.4.4 Estimation 1063.4.5 Precedence Analysis 106
3.5 Scope Development 1073.5.1 Product Scope Development 108
3.5.2 Project Scope Development f 1123.5.3 Managing Unknowns in the
Project Scope 1133.5.3.1 Missing Data 1143.5.3.2 Unqualified Statements 1143.5.3.3 Language Issues 114
Contents • ix
3.5.3.4 Resolving and AnsweringUnknowns 114
3.5.4 Constituents of the Project Scope.,. 1163.6 The Work Breakdown Structure 117
3.6.1 WBS Levels 1183.6.2 Team Dynamics in WBS 1203.6.3 Seeking Granularity of Work Packages 1213.6.4 Techniques for Building the WBS 1223.6.5 Different Representations of the WBS 123
3.6.5.1 Graphical : 1233.6.5.2 Tabular 1243.6.5.3 Numbering Systems 126
3.6.6 Case Study: Develop the Project s WBS 1263.7 Estimating 127
3.8 Precedence Analysis 1473.8.1 Determining the Sequence
of Work Packages 1483.8.1.1 The Activity-on-Arrow Network... 1493.8.1.2 The Activity-on-Node Network 150
3.9 Case Study 1513.9.1 Case Study Introduction 1513.9.2 Case Study Scope of Work 1523.9.3 Case Study Major Deliverables 1533.9.4 Case Study Key Information and Data 154
7.5.2 Collecting Actual Costs Incurred 3307.5.3 Determining Task Completion and
Earned Value v 3317.5.4 Calculating Cost and Schedule Variances ...3327.5.5 Trend Analysis and Forecasting 3337.5.6 Exercise: Earned Value Reporting 336
9.2.5 Review of Motivational Theories 3869.2.5.1 Maslow Hierarchy of Needs 3879.2.5.2 The Herzberg Hygiene-
Motivation Theory 3899.2.5.3 The Application of Motivational
Theories 3909.2.5.4 Exercise: Motivation 392
9.3 The Project Manager and the Organization 3929.3.1 Managing the Project Team 3949.3.2 Team Dynamics 395
9.3.2.1 Moving from a Group to a Team ...3959.3.2.2 The Stages of Social Group
Development 3969.3.2.3 The Performing Team 4019.3.2.4 Giving Meaning to the Task 4019.3.2.5 Effective Team Characteristics 4019.3.2.6 Exercise: Team Dynamics 403
9.4 The Project Manager's Communication 4039.4.1 Communication Basics 405
9.4.1.1 The Source—Sender 4079.4.1.2 The Encoder., .'. 4079.4.1.3 The Message 4089.4.1.4 The Channel—the Medium 4089.4.1.5 Physical Noise 4089.4.1.6 Semantic Noise 409
Contents • xxi
9.4.1.7 The Decoder 4099.4.1.8 The Destination—Receiver 4099.4.1.9 Feedback 410
9.4.2 Communicating Techniques 4109.4.2.1 The Project Team 4149.4.2.2 Sponsors and Stakeholders 4149.4.2.3 Performing Organization
and Peers 4149.4.2.4 External Organizations—
Providers 4159.4.4 Styles of Communication 4159.4.5 Listening 4169.4.6 Guidelines for Communication 418