A GUIDE TO PROJECT MANAGEMENT
An introduction to principles and practice

TABLE OF CONTENTS

Preface

1  Introduction  1

1.1 The Purpose of This Book  1

1.2 Project Management – What Is It?  1

1.3 Why Do Project Management?  2

1.4 When and How to Use Project Management?  2

1.5 The Life of a Project  3

2  Initiate  6

2.1 Doing First Things First  6

2.2 Paint the Picture and Tell the Story  6

2.3 Facilitated Kick-off Meeting  7

2.4 Organizing Tools  8

2.5 Finalizing the Initiate Phase  11

2.6 Project Prioritization, Initiation and Registration  11

3  Plan  13

3.1 Developing a Business Case  13

3.2 Writing the Business Case Document  14

3.3 Developing a Project Plan  16

3.4 Estimating for Projects  16

3.5 Scope Creep  19

4  Execute  20

4.1 Stages Within the Execute Phase  20

4.2 Variations Within the Execute Phase  25

4.3 Project Sizing  29

5  Evaluate  31

5.1 Measuring Project Performance  31

5.2 Project Success  32

5.3 Project Failure and Cessation  33

5.4 Post-Implementation Reviews  34

6  Governance  36

6.1 Objectives of Project Governance  36

6.2 Project Governance Model  36

6.3 Project Roles  37

7  Stakeholder Management  39

7.1 Managing Stakeholder Communications  39

7.2 Project Communication Strategy  39

7.3 Project Communication Plan  41

7.4 Observations Log  43

8  Risk Management  45

8.1 Risk Identification, Assessment and Planning  45

8.2 Risk Documentation  46

9  Issues Management  48

9.1 Issue Identification and Resolution  48

9.2 Issues Documentation  48

10  Resource and Task Management  50

10.1 Load Balancing  50

10.2 Gantt Charts  51

10.3 Critical Path Method (CPM)  52

10.4 Program and Evaluation Review Technique (PERT)  52

10.5 Work Breakdown Structure (WBS)  53

11  Project Change Control  54

11.1 Why Control Changes?  54

11.2 Change Assessment and Management  54

11.3 Change Control Process  55

11.4 Change Control Documentation  56

12  Document Control  59

12.1 Why Control Documents?  59

12.2 Managing Document Changes and Distribution  59

13  Quality Management  61

13.1 Why Manage Quality?  61

13.2 Quality Inspection Techniques  61

14  Project Teams  63

14.1 Working in Teams  63

14.2 Team Profiling  63

14.3 Team Ground Rules  64

15  Project Reporting  67

15.1 Why Report on Projects?  67

15.2 Project Reporting Framework  67

16  In Conclusion  71

17  List of Appendices  72

18  Appendix A – Project Definition Template  74

19  Appendix B – Project Registration Form  78

20  Appendix C – Project Plan Template  79

21  Appendix D – Observations Log Template  97

22  Appendix E – Risk Register Template  98

23  Appendix F – Issues Register Template  99

24  Appendix G – Change Control Register Template  100

25  Appendix H – Project Report Template  101

26  Appendix I – Stakeholder Feedback Survey Form  102

27  Appendix J – Project Team Feedback Survey Form  105

28  Appendix K – Meeting Agenda Form  109

29  Appendix L – Meeting Minutes Form  110

30  Appendix M – Project Management Glossary  111

31  Appendix N – Other Resources  116