Project Management Toolbox: Tools and Techniques for the Practicing Project Manager, Third Edition
Cynthia Snyder Dionisio, Russ J. Martinelli
CONTENTS
Preface xv
Acknowledgments xvii
PART I: THE PM TOOLBOX 1
1 INTRODUCTION TO THE PM TOOLBOX 3
Aligning the PM Toolbox 4
Customizing the Toolbox 4
Customization by Project Size 5
Customization by Project Innovation 7
Customization by Project Type 7
Which Customization Option to Choose? 10
Reference 12
PART II: PROJECT START UP TOOLS 13
2 PROJECT SELECTION 15
Benefits Map 15
Enabling Benefits Management 16
Developing a Benefits Map 17
Using a Benefits Map 18
Variations 19
Economic Methods 20
Payback Period 20
Net Present Value 20
Internal Rate of Return 21
Using Economic Methods 22
Scoring Models 22
Developing a Scoring Model 23
Using a Scoring Model 27
Voting Models 28
Developing a Voting Model 29
Using the Voting Model 31
Pairwise Ranking 34
Developing a Pairwise Ranking Tool 34
Using the Pairwise Ranking Matrix 35
Benefits 36
Alignment Matrix 36
Developing the Alignment Matrix 36
Variations 38
Benefits 39
Project Business Case 39
Developing The Project Business Case 40
Using the Project Business Case 41
References 42
3 PROJECT ORIGINATION 43
Complexity Assessment 44
Developing the Complexity Assessment 44
Using the Complexity Assessment 45
Project Charter 46
Developing a Project Charter 47
Variations 50
Project Canvas 52
Developing the Project Canvas 52
Project Roadmap 55
Developing the Project Roadmap 55
Assumption And Constraint Log 56
Developing the Assumption and Constraint Log 56
Using the Assumption and Constraint Log 58
References 58
PART III: PROJECT PLANNING TOOLS 59
4 STAKEHOLDER ENGAGEMENT 61
Stakeholder Register 62
Developing a Stakeholder Register 62
Using the Stakeholder Register 63
Stakeholder Analysis 63
Conducting Stakeholder Analysis 64
Variations 69
Communication Matrix 70
Developing a Communication Matrix 72
Using a Communication Matrix 72
Stakeholder Engagement Plan 73
Developing a Stakeholder Engagement Plan 73
Using the Stakeholder Engagement Plan 75
Choosing Your Stakeholder Management Tools 76
References 77
5 REQUIREMENTS MANAGEMENT 79
Requirements Elicitation Plan 80
Developing a Requirements Elicitation Plan 80
Using a Requirements Elicitation Plan 83
Requirements Management Plan 84
Developing a Requirements Management Plan 84
Using a Requirements Management Plan 88
Requirements Specification 89
Specifying Requirements 89
Using the Requirements Specification 91
Requirements Traceability Matrix 91
Developing a Requirements Traceability Matrix 91
Using a Requirements Traceability Matrix 93
References 93
6 SCOPE PLANNING 95
Scope Statement 95
Developing a Scope Statement 96
Using a Scope Statement 98
Variations 98
Work Breakdown Structure 99
Constructing a WBS: A Top-Down
Approach 100
Constructing a WBS: A Bottom-up
Approach 105
Using the WBS 106
Product Breakdown Structure 106
Constructing a Product Breakdown Structure 107
Using the PBS 110
WBS Dictionary 110
Creating a WBS Dictionary 111
Using the WBS Dictionary 113
References 113
7 SCHEDULE DEVELOPMENT 115
Milestone Chart 116
Developing a Milestone Chart 117
Using the Milestone Chart 118
Network Diagram 118
Developing a Network Diagram 118
Using a Network Diagram 121
Critical Path Method 122
Constructing a CPM Schedule 122
Using the CPM Diagram 128
Critical Chain Schedule 129
Developing a Critical Chain Schedule 130
Using the Critical Chain Schedule 131
Choosing Your Scheduling Tools 132
References 133
8 COST PLANNING 135
Cost Management Plan 135
Developing a Cost Management Plan 136
Using the Cost Management Plan 138
Analogous Estimate 138
Developing an Analogous Estimate 139
Using an Analogous Estimate 140
Parametric Estimate 140
Developing Parametric Estimates 141
Using Parametric Estimates 144
Bottom-Up
Estimate 144
Developing Bottom-up
Estimates 145
Using Bottom-up
Estimates 147
Cost Baseline 147
Developing a Cost Baseline 149
Using the Cost Baseline 151
Benefits 152
Choosing a Cost-Planning
Tool 153
References 154
9 RESOURCE PLANNING 155
Resource Management Plan 155
Team Resources 155
Physical Resources 156
Using 158
Benefits 158
Responsibility Matrix 158
Developing a Responsibility Matrix 158
Using the Responsibility Matrix 160
Benefits 160
Procurement Management Plan 161
Developing a Procurement Management Plan 161
Using a Procurement Management Plan 163
Benefits 163
Procurement Strategy 164
Developing a Procurement Strategy 164
Using a Procurement Strategy 166
Benefits 166
References 166
10 RISK PLANNING 167
Risk Management Plan 168
Developing a Risk Management Plan 168
Using the Risk Management Plan 174
Risk Identification Checklist 175
Developing a Risk Identification Checklist 175
Using a Risk Identification Checklist 177
Risk Register 177
Creating a Risk Register 178
Using the Risk Register 180
Risk Assessment 181
Tailoring Risk Assessment 181
Using the Risk Assessment 183
Risk Responses 184
Developing Risk Responses 184
Implementing Risk Responses 187
Risk Monitoring 187
Choosing Risk Management Tools 188
References 189
PART IV: PROJECT IMPLEMENTATION TOOLS 191
11 ADVANCED RISK MANAGEMENT TOOLS 193
Monte Carlo Analysis 194
Performing a Monte Carlo Analysis 194
Using the Monte Carlo Analysis 202
Decision Tree 202
Building the Decision Tree 204
Using Decision Trees 206
Risk Dashboard 206
Developing the Risk Dashboard 206
Using the Risk Dashboard 209
Choosing Advanced Risk Management Tools 209
References 210
12 CHANGE MANAGEMENT 211
Change Management System 211
Establishing a Change Management System 212
Using the Change Management System 213
Change Request 214
Developing a Change Request 215
Using the Change Request 218
Change Log 219
Developing a Change Log 219
Using the Change Log 222
Scope Control Decision Checklist 222
Developing a Scope Control Decision Checklist 223
Using the Scope Control Decision Checklist 225
References 226
13 AGILE PROJECT EXECUTION 227
Scrum Basics 228
Product Backlog and Sprint Backlog 230
Information on the Backlogs 230
Populating Backlogs 231
Release Planning 232
The Release Planning Event 233
Initial Draft Release Plan 234
Final Release Plans 234
Release Planning versus Sprint Planning 235
Daily Scrum Meeting 235
Organizing a Daily Scrum Meeting 236
Sprint Task Board 237
Using the Sprint Task Board 237
Sprint Burn Down Chart 239
Developing a Sprint Burn Down Chart 239
Using a Sprint Burn Down Chart 240
Sprint Retrospective Meeting 241
Organizing a Sprint Retrospective Meeting 242
Using a Sprint Retrospective Meeting 242
References 244
PART V: PROJECT MONITORING, REPORTING
AND CLOSURE TOOLS 245
14 SCHEDULE MANAGEMENT 247
Slip Chart 249
Developing the Slip Chart 249
Using the Slip Chart 251
Buffer Chart 251
Developing the Buffer Chart 251
Using the Buffer Chart 253
Jogging Line 254
Constructing a Jogging Line 255
Using the Jogging Line 258
Milestone Prediction Chart 258
Constructing the Milestone Prediction Chart 258
Using the Milestone Prediction Chart 261
B–C–F Analysis 262
Performing the B–C–F Analysis 262
Using the B–C–F Analysis 264
Schedule Crashing 265
Performing Schedule Crashing 265
Using Schedule Crashing 269
Choosing Your Schedule Management Tools 269
References 270
15 COST MANAGEMENT 271
Budget Consumption Chart 272
Developing the Budget Consumption Chart 273
Using the Budget Consumption Chart 274
Variations 275
Earned Value Analysis 275
Performing Earned Value Analysis 276
Using Earned Value Analysis 286
Variations 287
Milestone Cost Analysis 288
Performing a Milestone Cost Analysis 289
Using the Milestone Cost Analysis 291
Choosing Your Cost Management Tools 291
References 292
16 PERFORMANCE REPORTING 293
Project Reporting Checklist 293
Developing the Project Reporting Checklist 294
Using the Project Reporting Checklist 295
Project Strike Zone 296
Developing the Project Strike Zone 297
Using the Project Strike Zone 298
Project Dashboard 300
Designing a Project Dashboard 300
Using the Project Dashboard 303
Summary Status Report 304
Developing a Summary Status Report 304
Using the Summary Status Report 308
Project Indicator 309
Developing the Project Indicator 309
Using the Project Indicator 312
Variations 312
Choosing Your Reporting Tools 314
References 314
17 PROJECT CLOSURE 315
Project Closure Plan and Checklist 316
Developing the Plan and Checklist 316
Using the Closure Plan and Checklist 320
Project Closure Report 320
Developing the Project Closure Report 320
Using the Project Closure Report 321
Lessons Learned Report 322
Developing the Lessons Learned Report 322
Using the Lessons Learned Report 325
Postmortem Review 326
Conducting the Postmortem Review 326
Using the Postmortem Review 329
Index 331