Cover image for The complete idiot's guide to project management
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The complete idiot's guide to project management
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New York : Alpha, 1998
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9780028617459
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30000005016328 HD69.P75 B34 1998 Open Access Book Book
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Summary

Summary

This Complete Idiot's Guide provides instructions for managing a project from the original concept through to completion and implementation. Included are tips and techniques for dealing with disasters and problems and a glossary on techical terms.


Author Notes

Sunny and Kim Baker have helped guide marketing and business-development projects for companies of all sizes since 1984. They have coordinated marketing programs, started companies, marketed new products, assisted major construction firms in building skyscrapers, and helped corporations reengineer their operations for efficiency.


Table of Contents

Part 1 Project Management Powerp. 1
1 Projects, Projects Everywherep. 3
Why You Need a New Project-Oriented Outlookp. 4
All Projects Are Work, but Not All Work Is a Projectp. 4
Above and Beyond the Ordinary Workp. 5
If It's Not a Project, It's Just Plain Workp. 6
A Balance Among Time, Resources, and Resultsp. 6
How Can You Tell a Project When You See One?p. 7
They're Not Always Created Equalp. 7
How Many Projects Are You Responsible For?p. 8
All Projects Great and Smallp. 8
The Next Stepp. 9
The Least You Need to Knowp. 10
2 The Process That Worksp. 11
Why Do You Need to Learn About Project Management?p. 12
What Is Project Management All About?p. 12
Putting You in Chargep. 12
Okay, but Does It Really Work?p. 12
It's Not Perfect, but It Sure Helpsp. 13
Tools for Modern Timesp. 14
All Projects Mundane and Marvelousp. 14
Can Project Management Help You?p. 14
The Five Phases of the Project Management Processp. 14
A Rose by Any Other Namep. 15
Getting Familiar with the Phasesp. 16
Project Phase 1 Initiatingp. 16
Project Phase 2 Planningp. 17
Project Phase 3 Executingp. 17
Project Phase 4 Controllingp. 18
Project Phase 5 Closingp. 18
How the Project Phases Work Togetherp. 18
Not Just the Same Old Routinep. 19
The Least You Need to Knowp. 19
3 The Rules of the Project Gamep. 21
Project Failure--The Reasons Are Simplep. 22
12 Golden Rules of Project Management Successp. 22
Rule 1 Thou Shalt Gain Consensus on Project Outcomesp. 22
Rule 2 Thou Shalt Build the Best Team You Canp. 23
Rule 3 Thou Shalt Develop a Comprehensive, Viable Plan and Keep It Up-to-Datep. 24
Rule 4 Thou Shalt Determine How Much Stuff You Really Need to Get Things Donep. 25
Rule 5 Thou Shalt Have a Realistic Schedulep. 25
Rule 6 Thou Shalt Not Try to Do More than Can Be Donep. 25
Rule 7 Thou Shalt Remember that People Countp. 25
Rule 8 Thou Shalt Gain the Formal and Ongoing Support of Management and Stakeholdersp. 26
Rule 9 Thou Shalt Be Willing to Changep. 26
Rule 10 Thou Must Keep People Informed of What You're Up Top. 27
Rule 11 Thou Must Be Willing to Try New Thingsp. 27
Rule 12 Thou Must Become a Leaderp. 27
You Can Do It!p. 28
Keep Your Eyes on the Prizep. 28
The Least You Need to Knowp. 28
4 You? A Project Manager?p. 29
The Accidental Project Managerp. 29
Dealing with Dual Responsibilitiesp. 30
What Do You Need to Do?p. 31
Learn to Plan and Actp. 31
You Must Be a Manager and a Leaderp. 31
Focus on the Project's Endp. 32
The Leadership Roles of the Project Managerp. 32
Interpersonal Rolesp. 32
Informational Rolesp. 33
Decisional Rolesp. 33
The Six Traits of Good Project Managersp. 33
Trait 1 Enthusiasm for the Projectp. 34
Trait 2 The Ability to Manage Change Effectivelyp. 34
Trait 3 A Tolerant Attitude Toward Ambiguityp. 34
Trait 4 Team Building and Negotiating Skillsp. 35
Trait 5 A Customer-First Orientationp. 35
Trait 6 Adherence to the Priorities of Businessp. 35
Be the Best You Can Bep. 35
The Least You Need to Knowp. 36
Part 2 The Project Initiation Phasep. 37
5 Identifying Projects That Are Worth Doingp. 39
The First Step in Project Initiation: Deciding What to Dop. 40
First Things First: Learning to Prioritize Projectsp. 40
Not Every Project Is Worth Doingp. 40
Telling Good from Badp. 40
Eight Steps to Determine the Most Important Projectsp. 41
So, How Will It All Get Done?p. 43
The Least You Need to Knowp. 44
6 Scoping Out the Goals for a Projectp. 45
Why Bother with the Goals? I Know What I Want to Do!p. 46
Clear Project Goals Make Sense to Everyonep. 47
Six Criteria for Setting Great Goalsp. 47
Criterion 1 Goals Must Be Specificp. 48
Criterion 2 Goals Must Be Realisticp. 48
Criterion 3 Goals Must Have a Time Componentp. 49
Criterion 4 Goals Must Be Measurablep. 49
Criterion 5 Goals Must Be Agreed Uponp. 49
Criterion 6 Responsibility for Achieving the Goals Must Be Identifiedp. 50
Establishing Goals Step-by-Stepp. 50
Seeing Eye to Eyep. 51
Objectives and Your Projectp. 51
Project Scopep. 52
The Least You Need to Knowp. 52
7 Understanding Risks and Constraintsp. 53
Look at the Upside and the Downsidep. 54
Risky Businessp. 54
Break It Apart to Make It Doablep. 55
Constraintsp. 56
Constraint 1 The Budgetp. 57
Constraint 2 The Schedulep. 58
Constraint 3 The Peoplep. 58
Constraint 4 The Real Worldp. 58
Constraint 5 Facilities and Equipmentp. 58
Constraint 6 Acts of Godp. 59
Managing Risks and Constraintsp. 59
The Least You Need to Knowp. 59
8 Building a Project Teamp. 61
The Project Team: Diversity and Skillsp. 62
The Core Team Members--Who Are They?p. 63
The Other Team Members--Who Are They?p. 64
Where Will the People Come From?p. 64
Your Own Staff and Other People from Your Departmentp. 65
Staff from Other Departmentsp. 65
Contracting with Consultants, Outside Vendors, or Temporary Agenciesp. 66
Hiring and Training New Staffp. 67
Individual Contributors Versus Team Playersp. 67
The Team Playersp. 68
Building the Best Team with What You Have Availablep. 68
Choose Me!p. 69
Putting Your Best Foot Forwardp. 70
What About Next Time?p. 70
The Least You Need to Knowp. 70
Part 3 The Project Planning Phasep. 71
9 The Breakdown of Tasks: What Really Needs to Be Done?p. 73
The All-Important Taskp. 74
Tasks: What Exactly Are They?p. 74
A Tisket, a Taskp. 75
Over and Over Againp. 76
The Work Plan and Your Projectp. 78
Five Steps to the Work Planp. 79
The WBSp. 79
Levels and the WBSp. 80
Plumbing the Depthsp. 82
Dividing the WBSp. 82
The Least You Need to Knowp. 83
10 The Network Diagram: A Map for Your Projectp. 85
What's a Network Diagram?p. 86
Why Do I Need a Network Diagram?p. 86
The WBS and the Network Diagramp. 87
Precedence Relationships in a Project Networkp. 88
How It Works: Symbols and Conventionsp. 89
Diagramming the Relationshipsp. 89
Five Steps to Create a Network Diagramp. 91
Step 1 List the Tasks Using the Task List of the WBSp. 91
Step 2 Establish the Interrelationships Between the Tasksp. 91
Step 3 Identify the Milestones You Want to Specifyp. 92
Step 4 Layout the Tasks and Milestones as a Networkp. 92
Step 5 Review the Logic of the Networkp. 93
Complex Time Relationships for Critical Projectsp. 94
When Is Enough Enough?p. 95
Slaying the Goliaths of Project Networksp. 96
When Is a Network a Waste of Time?p. 96
Three Major Network Methods and Others You May Encounterp. 97
Circles or Boxes? Who Cares?p. 98
AOA and AONp. 98
Tried and True Networksp. 99
The Least You Need to Knowp. 100
11 Getting Who and What You Need: People, Supplies, and Other Stuffp. 101
From Core Team to Complete Teamp. 102
The Seven Resources You Needp. 102
Three More Things to Considerp. 103
People First, Pleasep. 103
Three Questions to Ask About the People You Needp. 104
Matching Skills to Tasks on the WBSp. 104
A Skills Inventory Can Helpp. 106
Call on Your Contacts and Supplier Networks, Toop. 106
A Lifesaver After the Project Startsp. 107
The Best of the Best: Making Your Selectionsp. 107
Sometimes You Have to Compromisep. 107
Planning for Outside Vendors and Suppliersp. 108
Talking Turkeyp. 108
Snakes and Consultantsp. 109
Choosing the Outside Sources and Suppliersp. 109
The Ghost in the Machinep. 111
Don't Skimp on the Team's Needsp. 112
From the Plan to the Stuffp. 113
The Least You Need to Knowp. 113
12 Project Start to Finish--Establishing the Time to Get Things Donep. 115
The Schedule or the Budget: Which Is First?p. 116
The Schedule Synchronizes the Projectp. 116
Estimating Time: Your Best Guess at Effort and Durationp. 117
Who You Gonna Call?p. 118
Representative Team Members for Each Part of the Projectp. 118
Outside Vendors and Service Agenciesp. 118
Experienced Managers or Expertsp. 118
Management and Other Project Stakeholdersp. 118
Weighing the Riskp. 119
Best Case and Worst Case--Compromising Between the Twop. 119
The Confidence Factorp. 119
Details, Detailsp. 120
Putting It Down on Paperp. 121
Schedule Charting Pros and Consp. 122
More on Gantt Chartsp. 122
Scheduling on the Network Diagramp. 123
Revisions and the Schedulep. 124
Learning Takes Timep. 124
The Heat Is Onp. 124
Team Member Estimate Errorsp. 124
Dictate Doesn't Mean Doablep. 125
The Just-In-Time Strategy for Scheduling Resourcesp. 125
The Least You Need to Knowp. 126
13 The Steps to the Critical Pathp. 127
The Scheduling Assumptions for Your Projectp. 128
Estimating the Time to Complete Tasks Based on Available Resourcesp. 130
How to Determine the Critical Path on Any Projectp. 131
Critical Path and Critical Tasksp. 131
Floatp. 131
Establishing the Critical Pathp. 132
Critical Path: Myth or Reality?p. 132
Use the Critical Path Worksheet to Calculate Path and Floatp. 132
Calculate the Dates on the Calendarp. 135
Normalizing the Schedulep. 136
Loading Up and Leveling Outp. 136
Options for Adjusting the Schedulep. 137
Adjusting a Schedule to Meet a Forced Deadlinep. 137
Chart the Final Schedule and See If It Worksp. 138
The Least You Need to Knowp. 138
14 Budgeting Options for Your Projectsp. 139
The Four Horsemen of the Project Apocalypsep. 140
Developing Budgeting Skillsp. 141
Building a Budgetp. 142
Types of Budgeting Methodsp. 145
Bottom-Up Budgetingp. 145
Top-Down Budgetingp. 146
Refining the Budgetp. 146
Stuffing the Pillow with Moneyp. 147
A U.S. Coast Guard Idea Perfect for Projectsp. 147
Master Budget Controlp. 147
Removing the Lid from the Pressure Cookerp. 148
The Bottom Linep. 148
The Least You Need to Knowp. 148
15 Putting It All Together: The Approved Planp. 149
Reasons to Plan in the First Placep. 150
Putting It All Togetherp. 150
Who Should Write the Project Plan?p. 152
Create the Plan Yourself and Have It Reviewedp. 152
Construct the Plan with the Key Playersp. 153
Break the Project Into Subprojects and Plan Accordinglyp. 154
From Plan to Approvalp. 155
When the Planning Phase Terminates a Projectp. 155
Other Issues That Can Sink a Planp. 156
Uncertainty and Risk--What Level Is Acceptable?p. 156
The Reality Check Before Approvalp. 157
Checking It Twicep. 158
"Let's Synchronize Our Watches..."p. 158
Getting the Plan Approvedp. 159
A Presentation of Project Prioritiesp. 159
Presenting Your Plan as an Outsiderp. 160
Approval at Lastp. 160
Bringing a Delayed Plan Back to Lifep. 161
From Plan to Action, Finallyp. 161
The Least You Need to Knowp. 162
Part 4 The Executing Phasep. 163
16 Getting Started on the Right Trackp. 165
The Great Leap Forwardp. 166
Always Get Your Own Act Together First!p. 166
Are You Ready?p. 166
Do It Now and Do It Rightp. 166
The Formal Kickoffp. 167
It's a Gop. 167
Between Kickoff and Team Meeting: Use the Time Wiselyp. 168
The First Project Meetingp. 168
One-on-Ones: The Individual Starting Eventsp. 169
Step Up or Flub Up?p. 170
Information Everyone Needs to Get Startedp. 170
More Things People Need to Knowp. 171
Avoid the Floating Start Datep. 171
The Least You Need to Knowp. 172
17 Leadership and You: Taking the Bull by the Hornsp. 173
Going from Planner to Project Managerp. 174
The Importance of Establishing Your Leadershipp. 174
Wearing the BIG Shoesp. 175
A Style That Gets the Job Donep. 176
How to Be a Leaderp. 176
Taking the Reins Through Communicationp. 176
Good Communication from a Real Leaderp. 177
Taking the Reins Through Visibilityp. 179
Use MBWA (Management by Walking Around)p. 179
Avoid Management Fadsp. 180
Leading a Technical Project When You Don't Have Expertisep. 180
Being All Things to All Peoplep. 180
The Leader in Times of Crisisp. 181
The Least You Need to Knowp. 181
18 What an Organizationp. 183
Whose Team Is This?p. 183
No Easy Task, but Someone Has to Organize These Guysp. 184
Making Sure Everyone Is on the Same Trainp. 184
The Human Drama--Personality, Politics, and Corporate Culturep. 185
The Proud, The Few, The Project Teamp. 186
On Becoming a Team--The Basic Ways to Organize Peoplep. 186
The Functional Project Organizationp. 187
The Pure-Project Organizationp. 188
The Matrix Organizationp. 190
The Mixed Organizationp. 193
Which Structure Should You Use?p. 194
What If You Need Someone Else?p. 194
Working with the Outsidersp. 195
Managing Outside Resourcesp. 195
The Care and Feeding of the Off-Site Teamp. 195
The Problem of Imposed Team Organizationsp. 196
Focus on the Launchp. 197
The Least You Need to Knowp. 198
19 Operating Guidelines: Setting Up to Get Things Donep. 199
The Things That Need to Get Donep. 200
Formal and Informal Ways to Tell What's Going Onp. 201
Keep in Touchp. 201
Start with the Open Door Policyp. 201
Establish an Environment of Motivationp. 202
Informal Meetings and One-on-Onesp. 203
Administrative Procedures That Won't Hurtp. 203
The Reports You May Needp. 205
Simple Forms to Create Useful Reportsp. 206
Every Report Needs a Purposep. 207
Ask One Final Question Before You Startp. 207
Every Report Needs an Audiencep. 207
Overdoing Itp. 208
Dear Diary--Do You Need One?p. 208
Keeping People Up-to-Datep. 209
The Bottom Linep. 210
The Least You Need to Knowp. 210
20 Making Your Communications Countp. 211
The Advantages and Disadvantages of Various Communicationsp. 212
Selecting the Best Medium for Your Messagep. 215
Developing Effective Messagesp. 216
Listening Is Part of Communicatingp. 216
You Are Responsible for What Other People Hearp. 217
The Least You Need to Knowp. 218
Part 5 The Controlling Phasep. 219
21 Monitoring and Control: Keeping on Top of Schedules and Expensesp. 221
Taking Charge and Getting Controlp. 222
Control Is a Good Thingp. 222
Success Criteria for Project Controlp. 222
What Should You Monitor?p. 223
What Monitoring Should Accomplishp. 224
Getting a Handle on Project Statusp. 225
Make Status Reports Usefulp. 225
Compare, Compare, Comparep. 225
The Project Review Meeting as a Control Processp. 226
The Project Auditp. 226
Monitoring and Controlling the Budgetp. 227
Why Status Reports Don't Tell the Whole Storyp. 228
Using Information from the Project Teamp. 229
Information from Other Sourcesp. 229
Employing a Guru for Guidancep. 229
What's Really Going On?p. 230
Quality and Goal Assessmentp. 230
Putting It All Togetherp. 231
Updating the Project Planp. 231
The People Side of Thingsp. 232
Clue 'Em Inp. 232
The Least You Need to Knowp. 232
22 Conflicts: Resolving and Benefiting from Themp. 233
Questions to Ask to Scope Out the Issuep. 234
Conflicts Are Inevitable in Projectsp. 234
The Four Kinds of People Conflictsp. 235
Goal Incompatibilityp. 236
Lack of Task Focusp. 236
Administrative Proceduresp. 236
Role Uncertaintyp. 236
Technical Uncertaintyp. 236
Staffing and Resource Allocationp. 236
Budgets and Costsp. 237
Schedulesp. 237
Personality Clashesp. 237
Conflicts Are Strongest at Project Initiationp. 238
Ignore It or Solve It? What Should You Do?p. 238
Resolving Conflicts: The Five Optionsp. 238
Decide on the Best Approachp. 239
Provide What's Neededp. 239
Work It Outp. 239
Know When to Ignore Itp. 239
Employ Brute Forcep. 240
Conflicts Aren't Always Negativep. 240
The Least You Need to Knowp. 240
23 Changes, Changes, and More Changesp. 241
Managing Change Is Part of Controlp. 242
The Battle Cry of Change: Flexibilityp. 242
The Marriage of Review and Changep. 242
Slacking Off and Padding the Fallp. 243
The Rules of Changep. 243
Meddlers Beware!p. 244
Communicate with Everyone!p. 244
Change and Conflict Go Hand-in-Handp. 244
Darwin and the Origin of Speciesp. 245
Understanding and Estimating the Impact of Changesp. 245
The Steps for Measuring and Accommodating Changep. 247
Comparing Changes with Trade-Off Analysisp. 248
Use the Zero-Based Budget Approachp. 250
Sometimes Quitting Is the Only Choicep. 250
Kerzner's Proverbsp. 251
Changing Your Hours to Stay Sanep. 252
People Predictably Resist Changep. 252
Frank and Open Discussionp. 253
Dwell on the Positive, But Don't Cover Up the Negativep. 253
Spell Out the Detailsp. 253
Assure Team Members of Your Supportp. 253
The Least You Need to Knowp. 254
24 When Push Comes to Shove, You Can Always Negotiatep. 255
The Three Sides of the Negotiating Tablep. 256
What Will You Negotiate For?p. 256
Negotiations of All Sizesp. 257
Centeringp. 258
The Other Sidep. 258
Who Has What?p. 258
What to Dop. 259
Negotiating Step By Stepp. 260
Get It in Writing!p. 261
A Room with a Viewp. 261
Negotiating Over Lunchp. 262
Negotiating on the Phonep. 262
Negotiating Electronicallyp. 262
The Least You Need to Knowp. 262
25 Common Project Problems: Get Them Before They Get Youp. 263
The Floating Start Datep. 264
There's Not Enough Time for Everythingp. 264
Too Many Reports and Not Enough Communicationp. 265
They Always Need It Fasterp. 265
The 90-Percent-Done Syndromep. 266
The Never-Ending Story of the Reorganizationp. 267
Moving Target Objectivesp. 267
The Key Person Always Quitsp. 268
Costs Spiral Out of Controlp. 268
The Staff Has More Enthusiasm Than Talentp. 269
The Impossible Remains Impossiblep. 270
Politics, Politics, and More Politicsp. 270
Dopey Fads Mandated by the Bossp. 270
A Parable of Last Resortp. 271
A Bag of Tricksp. 272
The Least You Need to Knowp. 272
Part 6 The Closing Phasep. 273
26 Will the Last One Out Please Turn Off the Lightsp. 275
Is There Life After Project Termination?p. 276
Why Is a Closing Phase Necessary?p. 276
Closing a Small Projectp. 277
Closing a Large Projectp. 277
Under the Microscope, Againp. 278
Project Shutdownp. 278
Three Ways to Deep-Six a Workforcep. 282
Inclusionp. 283
Integrationp. 283
Extinctionp. 283
Give It Up!p. 283
The Least You Need to Knowp. 284
27 The Final Evaluation: The Short and Long of Itp. 285
Understanding Why Some Projects Succeed and Others Flopp. 286
Why Projects Don't Meet Their Goalsp. 286
Why Projects Succeedp. 287
Your Evaluation of the Projectp. 288
Sit Down with Pen in Handp. 288
It's a Wrap! Time Now for the Final Reportp. 288
The Final Reportp. 288
Packaging Options for the Reportp. 289
The Executive Summaryp. 290
The Report, Part Ap. 290
The Report, Part Bp. 290
The Project Planp. 290
Miscellaneous Componentsp. 290
Confidential Reportsp. 290
The Political Impact of Final Reportsp. 290
Who Accomplished What and How Well?p. 291
The Bottom Line and Youp. 292
The Least You Need to Knowp. 292
Part 7 The Final Chapterp. 293
28 Software for All Projects Great and Smallp. 295
Software that Simplifies the Detailsp. 296
What Can Project Management Programs Do?p. 296
So What's in It for Me?p. 298
Simple Versus Complex Projects and the Software They Needp. 298
The Types of Project Managementp. 299
Scheduling Programsp. 299
Single-Project Programsp. 299
Corporate-Level Programsp. 299
Megaproject Programsp. 300
Choices and More Choicesp. 301
How Do You Choose?p. 301
Cost/Feature Analysisp. 301
Ease of Use and Consistency of the Interfacep. 303
Flexibility to Adapt to Various Projectsp. 304
Compatibility with Other Programsp. 304
Documentation and Support for the Programp. 304
Reputation of the Product Manufacturerp. 305
Word of Mouth Experiencesp. 305
Technical Supportp. 305
Things Project Management Software Can't Dop. 306
Go Get Yourself Some!p. 307
The Least You Need to Knowp. 307
A Project Lingo--A Glossary of Project Termsp. 309
B Resources for Project Managersp. 317
Indexp. 319