简 明 目 录
32
第 1 章 项目管理概念 2
第 1 篇 项目启动
第 2 章 项目的识别与选择 34
第 3 章 提出解决方案 58
第 2 篇 项目的计划、实施与控制
92
第 4 章 项目范围、质量、责任和活动顺序的确定 第 5 章 进度安排 130
第 6 章 资源利用 180
第 7 章 确定成本、预算和挣值 200 94
第 8 章 风险管理 230
第 9 章 结束项目 242
第 3 篇 人员：项目成功的关键
258
第 10 章 项目经理 260
第 11 章 项目团队 288
第 12 章 项目沟通与文件记录 330
ii
C H A P T E R 1
PART 1 Project Management Concepts 2
Initiating a Project
32
C H A P T E R 2
C H A P T E R 3 Identifying and Selecting Projects 34
Developing Project Proposals 58
PART 2 Planning, Performing, and Controlling the Project 92
C H A P T E R 4
C H A P T E R 5
C H A P T E R 6
C H A P T E R 7
C H A P T E R 8
C H A P T E R 9 Defining Scope, Quality, Responsibility, and Activity Sequence Developing the Schedule 130
Resource Utilization 180
Determining Costs, Budget, and Earned Value 200
Managing Risk 230
Closing the Project 242 94
PART 3 People: The Key to Project Success 258
C H A P T E R 10
C H A P T E R 11
C H A P T E R 12 The Project Manager 260
The Project Team 288
Project Communication and Documentation 330
iii
Preface xi
About the Authors xvii
C H A P T E R 1
Project Management Concepts 2
Project Attributes 5
Balancing Project Constraints 7
Project Life Cycle 10
Initiating 11
Planning 12
Performing 12
Closing 14
Project Management Process 15
Stakeholder Engagement 22
Global Project Management 23
Project Management Associations 25
Benefits of Project Management 25
Summary 26
Questions 28
Case Study: E-Commerce for a Small Supermarket 28
Bibliography 30
PART 1 Initiating a Project
C H A P T E R 2
Identifying and Selecting Projects 34
Project Identification 36
Project Selection 37
Project Charter 40
Preparing a Request for Proposal 45
Soliciting Proposals 51
Summary 53
Questions 54
Case Study: A Midsize Pharmaceutical Company 54
Bibliography 56
v
C H A P T E R 3
Developing Project Proposals 58
Building Relationships with Customers and Partners 61
Pre-RFP/Proposal Marketing 63
Decision to Develop a Proposal 64
Creating a Winning Proposal 67
Proposal Preparation 68
Proposal Contents 69
Technical Section 69
Management Section 71
Cost Section 72
Pricing Considerations 74
Simplified Project Proposal 75
Proposal Submission and Follow-Up 77
Customer Evaluation of Proposals 78
Contracts 81
Fixed-Price Contracts 81
Cost-Reimbursement Contracts 81
Contract Terms and Conditions 82
Measuring Proposal Success 83
Summary 85
Questions 87
Case Study: Medical Information Systems 88
Bibliography 90
PART 2 Planning, Performing, and Controlling the Project
C H A P T E R 4
Defining Scope, Quality, Responsibility, and Activity Sequence 94
Establish Project Objective 97
Define Project Scope 98
Plan for Quality 102
Create Work Breakdown Structure 104
Assign Responsibility 108
Define Activities 110
Sequence Activities 111
Network Principles 111
Create Network Diagram 113
Planning for Information Systems Development 117
An Information System Example: Internet Applications Development for ABC Office Designs 121
Project Management Information Systems 122
Summary 124
Questions 126
Case Study: A Not-for-Profit Medical Research Center 127
Bibliography 128
C H A P T E R 5
Developing the Schedule 130
Estimate Activity Resources 133
Estimate Activity Durations 134
Establish Project Start and Completion Times 135
Develop Project Schedule 136
Earliest Start and Finish Times 136
Latest Start and Finish Times 140
Total Slack 142
Critical Path 144
Free Slack 147
Bar Chart Format 149
Project Control Process 150
Effects of Actual Schedule Performance 152
Incorporate Changes into Schedule 153
Update Project Schedule 154
Control Schedule 155
Scheduling for Information Systems Development 160
An Information System Example: Internet Applications Development for ABC Office Designs (Continued) 162
Project Management Information Systems 164
Agile Project Management 167
Summary 173
Questions 176
Case Study: A Not-for-Profit Medical Research Center 178
Bibliography 178
C H A P T E R 6
Resource Utilization 180
Resource-Constrained Planning 182
Resource Requirements Plan 184
Resource Leveling 186
Resource-Limited Scheduling 188
Resource Requirements for Information Systems Development 192
An Information System Example: Internet Applications Development for ABC Office Designs (Continued) 192
Project Management Information Systems 193
Summary 196
Questions 197
Case Study: A Not-for-Profit Medical Research Center 198
Bibliography 198
C H A P T E R 7
Determining Costs, Budget, and Earned Value 200
Estimate Activity Costs 203
Determine Project Budget 205
Aggregate Total Budgeted Cost 205
Develop Cumulative Budgeted Cost 207
Determine Actual Cost 209
Actual Cost 209
Committed Costs 209
Compare Actual Cost to Budgeted Cost 210
Determine Value of Work Performed 212
Analyze Cost Performance 214
Cost Performance Index 215
Cost Variance 216
Estimate Cost at Completion 216
Control Costs 218
Manage Cash Flow 219
Cost Estimating for Information Systems Development 221
An Information System Example: Internet Applications Development for ABC Office Designs (Continued) 222
Project Management Information Systems 223
Summary 225
Questions 227
Case Study: A Not-for-Profit Medical Research Center 228
Bibliography 229
C H A P T E R 8
Managing Risk 230
Identify Risks 232
Assess Risks 234
Plan Risk Responses 235
Monitor Risks 236
Managing Risks for Information Systems Development 236
An Information System Example: Internet Applications Development for ABC Office Designs (Continued) 237
Summary 239
Questions 239
Case Study: A Not-for-Profit Medical Research Center 239
Bibliography 240
C H A P T E R 9
Closing the Project 242
Project Closing Actions 244
Final Payments 245
Staff Recognition and Evaluation 245
Postproject Evaluation 246
Lessons Learned 248
Archive Project Documents 249
Customer Feedback 249
Early Project Termination 252
Summary 253
Questions 254
Case Study: Market Research Report Project 254
Bibliography 256
PART 3 People: The Key to Project Success
C H A P T E R 1 0
The Project Manager 260
Project Manager Responsibilities 263
Planning 263
Organizing 263
Monitoring and Controlling 263
Project Manager Skills 264
Leadership Ability 264
Ability to Develop People 268
Communication Skills 269
Interpersonal Skills 270
Ability to Handle Stress 272
Problem-Solving Skills 272
Negotiating Skills 273
Time Management Skills 274
Developing Project Manager Competence 274
Delegation 276
Managing Changes 279
Summary 284
Questions 285
Case Study: Codeword 285
Bibliography 287
C H A P T E R 1 1
The Project Team 288
Acquiring the Project Team 290
Project Team Development 292
Forming 293
Storming 293
Norming 294
Performing 295
Project Kickoff Meeting 296
Effective Project Teams 298 Characteristics of Effective Teams 298 Barriers to Team Effectiveness 299 Effective Team Members 303
Team Building 304
Valuing Team Diversity 305
Ethical Behavior 310
Conflict on Projects 312
Sources of Conflict 312
Handling Conflict 314
Problem Solving 316
A Nine-Step Approach to Problem Solving 316 Brainstorming 318
Time Management 319
Summary 323
Questions 325
Case Study: Team Effectiveness? 326
Bibliography 328
C H A P T E R 1 2
Project Communication and Documentation 330
Personal Communication 333
Verbal Communication 333
Written Communication 334
Effective Listening 335
Meetings 336
Types of Project Meetings 336
Effective Meetings 340
Presentations 343
Prepare the Presentation 345
Deliver the Presentation 346
Reports 347
Types of Project Reports 347
Useful Reports 349
Control Document Changes
350
Project Communication Plan 351
Stakeholder Communication 353
Collaborative Communication Tools 353
Summary 356
Questions 358
Case Study: International Communications 359
Bibliography 361
