A GUIDE TO PROJECT MANAGEMENT

An introductory guide and reusable templates for managing projects of all types and sizes.

TABLE OF CONTENTS

Preface

  1. 1 Introduction 1
    1. 1.1 The Purpose of This Book 1
    2. 1.2 Project Management – What Is It? 1
    3. 1.3 Why Do Project Management? 2
    4. 1.4 When and How to Use Project Management? 2
    5. 1.5 The Life of a Project 3
  2. 2 Initiate 6
    1. 2.1 Doing First Things First 6
    2. 2.2 Paint the Picture and Tell the Story 6
    3. 2.3 Facilitated Kick-off Meeting 7
    4. 2.4 Organizing Tools 8
    5. 2.5 Finalizing the Initiate Phase 11
    6. 2.6 Project Prioritization, Initiation and Registration 11
  3. 3 Plan 13
    1. 3.1 Developing a Business Case 13
    2. 3.2 Writing the Business Case Document 14
    3. 3.3 Developing a Project Plan 16
    4. 3.4 Estimating for Projects 16
    5. 3.5 Scope Creep 19
  4. 4 Execute 20
    1. 4.1 Stages Within the Execute Phase 20
    2. 4.2 Variations Within the Execute Phase 25
    3. 4.3 Project Sizing 29
  5. 5 Evaluate 31
    1. 5.1 Measuring Project Performance 31
    2. 5.2 Project Success 32
    3. 5.3 Project Failure and Cessation 33
    4. 5.4 Post-Implementation Reviews 34
  6. 6 Governance 36
    1. 6.1 Objectives of Project Governance 36
    2. 6.2 Project Governance Model 36
    3. 6.3 Project Roles 37
  7. 7 Stakeholder Management 39
    1. 7.1 Managing Stakeholder Communications 39
    2. 7.2 Project Communication Strategy 39
    3. 7.3 Project Communication Plan 41
    4. 7.4 Observations Log 43
  8. 8 Risk Management 45
    1. 8.1 Risk Identification, Assessment and Planning 45
    2. 8.2 Risk Documentation 46
  9. 9 Issues Management 48
    1. 9.1 Issue Identification and Resolution 48
    2. 9.2 Issues Documentation 48
  10. 10 Resource and Task Management 50
    1. 10.1 Load Balancing 50
    2. 10.2 Gantt Charts 51
    3. 10.3 Critical Path Method (CPM) 52
    4. 10.4 Program and Evaluation Review Technique (PERT) 52
    5. 10.5 Work Breakdown Structure (WBS) 53
  11. 11 Project Change Control 54
    1. 11.1 Why Control Changes? 54
    2. 11.2 Change Assessment and Management 54
    3. 11.3 Change Control Process 55
    4. 11.4 Change Control Documentation 56
  12. 12 Document Control 59
    1. 12.1 Why Control Documents? 59
    2. 12.2 Managing Document Changes and Distribution 59
  13. 13 Quality Management 61
    1. 13.1 Why Manage Quality? 61
    2. 13.2 Quality Inspection Techniques 61
  14. 14 Project Teams 63
    1. 14.1 Working in Teams 63
    2. 14.2 Team Profiling 63
    3. 14.3 Team Ground Rules 64
  15. 15 Project Reporting 67
    1. 15.1 Why Report on Projects? 67
    2. 15.2 Project Reporting Framework 67
  16. 16 In Conclusion 71
  17. 17 List of Appendices 72
  18. 18 Appendix A – Project Definition Template 74
  19. 19 Appendix B – Project Registration Form 78
  20. 20 Appendix C – Project Plan Template 79
  21. 21 Appendix D – Observations Log Template 97
  22. 22 Appendix E – Risk Register Template 98
  23. 23 Appendix F – Issues Register Template 99
  24. 24 Appendix G – Change Control Register Template 100
  25. 25 Appendix H – Project Report Template 101
  26. 26 Appendix I – Stakeholder Feedback Survey Form 102
  27. 27 Appendix J – Project Team Feedback Survey Form 105
  28. 28 Appendix K – Meeting Agenda Form 109
  29. 29 Appendix L – Meeting Minutes Form 110
  30. 30 Appendix M – Project Management Glossary 111
  31. 31 Appendix N – Other Resources 116

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