Introduction                                       xxix
  Part I Understanding Projects and Project        1   (32)
  Management
    Chapter 1 Getting to Know Projects             3   (8)
      What Is a Project?                           3   (6)
        A Project Is a Unique Endeavor             5   (1)
        A Project Has Clearly Defined              5   (2)
        Objectives and Deliverables
        A Project Has a Beginning and an End       7   (1)
        A Project Usually Has a Budget             8   (1)
      How Do Projects Differ from Other Work?      9   (1)
      Summary                                      10  (1)
      Coach's Review                               10  (1)
        Test Your Knowledge                        10  (1)
        Project Challenge                          10  (1)
    Chapter 2 Getting to Know Project Management   11  (22)
      What Is Project Management?                  12  (1)
      Project Management Processes: Start to       13  (7)
      Finish
        Initiating a Project                       14  (1)
        Planning a Project                         15  (2)
        Executing a Project                        17  (1)
        Monitoring and Controlling a Project       18  (1)
        Closing a Project                          19  (1)
      Balancing Scope, Time, Cost, and Quality     20  (1)
      Project Management Methodologies             21  (2)
        Traditional Waterfall Project Management   21  (1)
        Iterative and Agile Project Management     22  (1)
      Project Management Knowledge Areas           23  (5)
        Scope Management                           24  (1)
        Time Management                            25  (1)
        Cost Management                            25  (1)
        Human Resource Management                  25  (1)
        Procurement Management                     26  (1)
        Communication Management                   26  (1)
        Quality Management                         26  (1)
        Risk Management                            27  (1)
        Integration Management                     27  (1)
      Who Makes a Good Project Manager?            28  (2)
        Business Savvy                             28  (1)
        Technical Skills                           28  (1)
        Soft Skills                                29  (1)
        Varying Viewpoints                         29  (1)
        Delegating                                 30  (1)
        Leadership and Interpersonal Skills        30  (1)
        Flexibility                                30  (1)
        Doing the Right Things for the Project     30  (1)
      Summary                                      30  (1)
      Coach's Review                               31  (2)
        Test Your Knowledge                        31  (1)
        Project Challenge                          31  (2)
  Part II Planning a Project                       33  (192)
    Chapter 3 Getting a Project Off the Ground     35  (38)
      From Idea to Project: An Overview of         36  (1)
      Project Initiation
      Defining a Project                           37  (23)
        Discovering the Problem or Opportunity     40  (4)
        Articulating the Project Goal and          44  (1)
        Objectives
        Developing the Project Goal                44  (1)
        Creating the Project Objectives            45  (1)
        Deciding on the Project Strategy           46  (1)
        Brainstorming Possibilities                46  (1)
        Identifying Constraints                    47  (1)
        Choosing the Right Strategy                48  (1)
        Gathering Requirements                     49  (1)
        Starting with Broad Requirements           49  (1)
        Mining for Requirements                    49  (1)
        Differentiating and Prioritizing           50  (1)
        Requirements
        What Constitutes Success?                  51  (1)
        Documenting Project Scope                  52  (1)
        Elements of the Scope Statement            53  (2)
        Controlling Scope Creep                    55  (2)
        Specifying the Deliverables                57  (1)
        Identifying Risks, Assumptions, and        58  (1)
        Constraints
        Working with Risks                         58  (1)
        Working with Assumptions                   59  (1)
        Working with Constraints                   59  (1)
      Identifying the Project Stakeholders         60  (2)
      Preparing the Project Proposal               62  (3)
      Getting Approval or Sign-Off                 65  (1)
      Publicizing the Project Charter              66  (2)
        Preparing a Project Charter                67  (1)
        Distributing the Project Charter           68  (1)
      Assembling the Project Notebook              68  (3)
        Using the Project Notebook for Approved    69  (1)
        Projects
        Using the Project Notebook for Tabled      69  (1)
        or Denied Projects
        Choosing the Form of the Project           69  (2)
        Notebook
      Summary                                      71  (1)
      Coach's Review                               71  (2)
        Test Your Knowledge                        71  (1)
        Project Challenge                          72  (1)
    Chapter 4 Getting to Know a Project Plan       73  (12)
      What Work Has to Be Done?                    74  (1)
        Identifying Work                           74  (1)
        Organizing Work into Major Categories      74  (1)
      How Much Will the Project Cost?              75  (1)
        Obtaining Early Cost Estimates             75  (1)
        Building a Budget                          75  (1)
      Who Will Do the Work?                        76  (1)
        An Introduction to Project Resources       76  (1)
        Identifying Resources                      77  (1)
      When Will the Project Be Done?               77  (3)
        What You Need to Build a Schedule          78  (2)
        Brick Wall Deadlines Versus Soft Date      80  (1)
        Targets
      How Will the Project Be Managed?             80  (3)
        The Project Manager and Managing           81  (1)
        Stakeholders
        Setting Ground Rules                       81  (1)
        Defining Management Processes              81  (1)
        Remembrance of Projects Past               82  (1)
      Summary                                      83  (1)
      Coach's Review                               83  (2)
        Test Your Knowledge                        83  (1)
        Project Challenge                          84  (1)
    Chapter 5 Identifying the Work to Be           85  (20)
    Completed
      Understanding the Work Breakdown Structure   86  (2)
        What Is a Work Breakdown Structure?        86  (1)
        Why Is the WBS Essential?                  87  (1)
      Identifying Work                             88  (8)
        Who Helps Identify Work?                   88  (1)
        Jump-Starting with Other Sources           88  (1)
        Planning as a Group                        89  (1)
        Identifying Work from the Top Down         90  (2)
        Identifying Work from the Bottom Up        92  (1)
        How Much Is Enough?                        93  (2)
        Validating the WBS                         95  (1)
      Organizing Work in the WBS                   96  (5)
        Calling Out Deliverables                   97  (1)
        Formatting Your WBS                        97  (2)
        Naming Your WBS                            99  (1)
        Numbering Your WBS                         99  (2)
      Specifying Task Details                      101 (1)
      Summary                                      102 (1)
      Coach's Review                               102 (3)
        Test Your Knowledge                        102 (1)
        Project Challenge                          103 (2)
    Chapter 6 Estimating Work and Cost             105 (16)
      Who Should Estimate a Project?               106 (1)
        Using a Core Planning Team                 106 (1)
        Obtaining Estimates from Team Members      107 (1)
      Managing the Uncertainty of Estimates        107 (3)
        When to Use Different Levels of            108 (1)
        Estimates
        Preventing Problems from Padded            109 (1)
        Estimates
      Preparing Estimates                          110 (5)
        The Difference between Duration and        110 (1)
        Effort
        Estimating Methods                         111 (1)
        Reusing Existing Information               112 (1)
        Engaging Experts                           112 (1)
        Using a Parametric Model or Estimating     112 (1)
        Tool
        Applying the Delphi Technique              113 (1)
        Using Optimistic, Pessimistic, and Most    114 (1)
        Likely Estimates
        Estimating from the Top Down               115 (1)
        Estimating from the Bottom Up              115 (1)
      Estimating Project Costs                     115 (2)
        What Goes into Labor Costs?                116 (1)
        Material, Equipment, and Facility Costs    116 (1)
        Estimating Other Costs                     117 (1)
      Building a Budget                            117 (1)
      Summary                                      118 (1)
      Coach's Review                               118 (3)
        Test Your Knowledge                        118 (1)
        Project Challenge                          118 (3)
    Chapter 7 Planning Project Resources           121 (10)
      Documenting Roles and Responsibilities       122 (3)
        Who's Involved with What                   123 (1)
        Levels of Involvement                      124 (1)
      Identifying Resource Needs                   125 (3)
        Types of Resources                         125 (1)
        Breaking Down Resource Needs               126 (1)
        Building a Project Organization Chart      127 (1)
        Preparing a Resource Plan                  127 (1)
      Summary                                      128 (1)
      Coach's Review                               128 (3)
        Test Your Knowledge                        129 (1)
        Project Challenge                          129 (2)
    Chapter 8 Building a Schedule                  131 (24)
      Tools for Building a Schedule                132 (3)
      Sequencing with Dependencies                 135 (5)
        Setting Up Predecessors and Successors     135 (1)
        Understanding the Dependency Types         136 (1)
        Starting to Schedule                       137 (1)
        Understanding the Critical Path            138 (1)
        Scheduling with Lead and Lag Time          139 (1)
      Applying Date Constraints                    140 (3)
        Keeping Date Constraints Flexible          141 (1)
        Scheduling Specific Dates                  142 (1)
        Marking Deadlines                          142 (1)
        Indicating Milestones                      142 (1)
      Assigning Resources to Tasks                 143 (2)
        Adding Generic Resources                   143 (1)
        Adding Specific Resources                  144 (1)
        Assigning Multiple Resources to One Task   144 (1)
      Modeling a Realistic Schedule                145 (4)
        Scheduling around Nonworking Time          146 (1)
        Defining Non-Project Time                  146 (1)
        Adjusting Tasks for Resource               147 (1)
        Productivity
        Managing Part-Timers and Multitaskers      147 (1)
        Scheduling with the Critical Chain         148 (1)
        Method
        Working Back from the Finish Date          148 (1)
        Balancing Constrained Resources            149 (1)
        Adding Buffers                             149 (1)
      Optimizing the Schedule                      149 (4)
        Shortening the Schedule                    150 (1)
        Reducing Project Costs                     151 (1)
        Balancing Resource Assignments             152 (1)
      Summary                                      153 (1)
      Coach's Review                               154 (1)
        Test Your Knowledge                        154 (1)
        Project Challenge                          154 (1)
    Chapter 9 Planning for Quality                 155 (14)
      Defining Quality                             156 (2)
        Quality and the Requirements Document      157 (1)
        Constraints on Quality                     158 (1)
      Quality Standards and Methods                158 (1)
      Developing the Quality Plan                  159 (3)
        Elements of the Quality Management Plan    160 (1)
        Understanding the Cost of Quality          161 (1)
        Integrating the Quality Management Plan    161 (1)
        Taking Responsibility for Quality          161 (1)
      Building in Excellence with QA               162 (2)
        Evaluating Quality Results                 162 (1)
        Implementing Corrective Actions            163 (1)
      Verifying the Standards with QC              164 (2)
        Measuring and Recording Quality            165 (1)
        Finding Causes of Quality Problems         166 (1)
      Summary                                      166 (1)
      Coach's Review                               167 (2)
        Test Your Knowledge                        167 (1)
        Project Challenge                          167 (2)
    Chapter 10 Setting Up a Communication Plan     169 (22)
      Guidelines for Good Communication            170 (5)
        What Is Communication?                     170 (2)
        How to Get Your Message Across             172 (2)
        The Importance of Listening                174 (1)
      The Components of a Communication Plan       175 (1)
      Who Are the Audiences?                       176 (2)
        The Project Sponsor                        177 (1)
        Management Stakeholders                    177 (1)
        Team Members                               177 (1)
        External Audiences                         177 (1)
      What Do You Communicate?                     178 (6)
        What Information Do Audiences Need?        178 (1)
        Information for Management Stakeholders    178 (2)
        Functional Managers                        180 (1)
        Team Members                               180 (1)
        Status Reporting                           180 (1)
        Status from and to Team Members            181 (2)
        Status for Management                      183 (1)
      What's the Best Communication Method?        184 (4)
        In-Person Meetings                         184 (1)
        Videoconferencing and Conference Calls     184 (1)
        Email                                      185 (2)
        Telephone                                  187 (1)
        Written Documentation                      187 (1)
        Who's Responsible?                         187 (1)
        Frequency and Timing                       188 (1)
      Summary                                      188 (1)
      Coach's Review                               189 (2)
        Test Your Knowledge                        189 (1)
        Project Challenge                          189 (2)
    Chapter 11 Setting Up a Change Management      191 (12)
    Plan
      When to Manage Changes                       192 (1)
        When You Don't Manage Changes              192 (1)
        When You Do Manage Changes                 193 (1)
      Who Sits on a Change Review Board            193 (1)
      The Anatomy of a Change Management Process   194 (7)
        Defining the Baseline Documents            195 (1)
        Documenting a Change Request               195 (1)
        Using a Change Request Form                195 (2)
        Tracking a Change Request                  197 (1)
        Evaluating a Change Request                198 (1)
        Making Decisions about Change Requests     199 (1)
        Updating the Baseline Documents            200 (1)
        Monitoring Change Requests                 201 (1)
      Summary                                      201 (1)
      Coach's Review                               201 (2)
        Test Your Knowledge                        201 (1)
        Project Challenge                          202 (1)
    Chapter 12 Managing Risk                       203 (22)
      Identifying Risks to a Project               204 (4)
      Analyzing the Risks                          208 (2)
        Rating Risks as Low, Medium, or High       208 (1)
        Rating Risks Numerically                   209 (1)
        Recording the Risk Ratings and Scores      210 (1)
      Choosing the Risks to Manage                 210 (1)
      Planning Risk Responses                      211 (5)
        Planning Responses to Negative Risks       212 (2)
        Planning Responses to Positive Risks       214 (1)
        Compiling the Risk Management Plan         215 (1)
      Establishing Contingencies                   216 (2)
        Building in a Schedule Buffer              217 (1)
        Setting Up Contingency Funds               218 (1)
      Tracking Risks                               218 (2)
      When a Risk Becomes Reality                  220 (1)
      Tracking Issues                              221 (1)
      Summary                                      222 (1)
      Coach's Review                               222 (3)
        Test Your Knowledge                        222 (1)
        Project Challenge                          223 (2)
  Part III Executing a Project                     225 (52)
    Chapter 13 Kicking Off a Project               227 (12)
      Preparing to Execute the Project             228 (3)
        Obtaining Approval                         228 (1)
        Saving Project Baselines                   229 (1)
        Updating the Project Notebook              230 (1)
      Obtaining Resources                          231 (3)
        Obtaining In-House Resources               231 (1)
        Procuring Resources from Vendors           232 (1)
        Soliciting Vendors                         232 (1)
        Selecting Vendors                          233 (1)
        Contracting                                233 (1)
      Next Steps                                   234 (2)
        Holding a Kickoff Meeting                  235 (1)
        Implementing Your Plans                    235 (1)
      Summary                                      236 (1)
      Coach's Review                               236 (3)
        Test Your Knowledge                        236 (1)
        Project Challenge                          237 (2)
    Chapter 14 Taming Processes, Problems, and     239 (12)
    Conflicts
      Defining Project Processes                   240 (4)
        What Makes a Good Process?                 240 (1)
        Making Processes a Success                 241 (2)
        Defeating Poor Processes                   243 (1)
      Guidelines for Effectiveness                 244 (6)
        Making Decisions and Solving Problems      244 (1)
        Focus on What's Important                  244 (2)
        Define the Problem                         246 (1)
        Prioritize                                 246 (1)
        Consider Your Options                      246 (1)
        Ask for Help                               247 (1)
        Making Things Happen                       247 (1)
        How to Resolve Conflicts                   248 (2)
      Summary                                      250 (1)
      Coach's Review                               250 (1)
        Test Your Knowledge                        250 (1)
        Project Challenge                          250 (1)
    Chapter 15 The Keys to Successful Meetings     251 (16)
      Running Effective Meetings                   252 (6)
        Planning a Meeting                         252 (1)
        Setting the Agenda                         253 (1)
        Inviting Participants                      254 (1)
        Preparing for the Meeting                  255 (1)
        Starting on Time                           256 (1)
        Setting Expectations                       256 (1)
        Facilitating the Meeting                   257 (1)
        Ending on Time                             258 (1)
      Types of Project Meetings                    258 (5)
        Kickoff Meetings                           258 (1)
        Project Status Meetings                    259 (1)
        Management Meetings                        260 (1)
        Brainstorming Meetings                     261 (1)
        Planning Meetings                          262 (1)
      Following Up after Meetings                  263 (1)
        Documenting Decisions and Action Items     264 (1)
        Adjusting the Project Plan                 264 (1)
      Summary                                      264 (1)
      Coach's Review                               265 (2)
        Test Your Knowledge                        265 (1)
        Project Challenge                          265 (2)
    Chapter 16 Transforming People into a Team     267 (10)
      Developing a Team                            267 (6)
        Turning Individuals into a Team            268 (1)
        Building Relationships with Your People    269 (3)
        Increasing Your Influence                  272 (1)
      Evaluating People's Performance              273 (2)
        Finding Out What's Going On                273 (1)
        Working with Line Managers                 274 (1)
        Handling People Problems                   275 (1)
      Summary                                      275 (1)
      Coach's Review                               276 (1)
        Test Your Knowledge                        276 (1)
        Project Challenge                          276 (1)
  Part IV Monitoring and Controlling               277 (38)
    Chapter 17 Gathering Progress Information      279 (10)
      Choosing the Data to Collect                 280 (3)
        Schedule and Cost Data                     280 (2)
        Quality Data                               282 (1)
        Issues and Risks                           282 (1)
        Determining the Level of Detail            283 (1)
      Obtaining Time and Status                    283 (3)
        Choosing the Frequency                     283 (1)
        Sources of Data                            284 (2)
      Summary                                      286 (1)
      Coach's Review                               287 (2)
        Test Your Knowledge                        287 (1)
        Project Challenge                          287 (2)
    Chapter 18 Evaluating Progress and             289 (14)
    Performance
      Evaluating Progress and Variance             290 (3)
        Reviewing Milestones                       290 (1)
        Evaluating Variances                       291 (2)
      Earned Value Analysis                        293 (4)
        Understanding Earned Value Measures        293 (1)
        Planned Value                              293 (1)
        Earned Value                               294 (1)
        Actual Cost                                294 (1)
        Analyzing Performance with Earned Value    295 (1)
        Evaluating Earned Value Measures in a      295 (1)
        Graph
        Using Additional Earned Value Indicators   296 (1)
      Evaluating Financials                        297 (3)
        Determining the Payback Period             297 (1)
        Identifying the Net Present Value          298 (2)
        Calculating the Internal Rate of Return    300 (1)
      Summary                                      300 (1)
      Coach's Review                               301 (2)
        Test Your Knowledge                        301 (1)
        Project Challenge                          301 (2)
    Chapter 19 Getting a Plan Back on Track        303 (12)
      Ways to Correct Course                       304 (6)
        Fast-Tracking a Project Schedule           304 (1)
        Which Tasks Should You Fast-Track?         304 (1)
        Fast-Tracking Options                      305 (1)
        Crashing a Schedule                        305 (1)
        Which Tasks Should You Crash?              306 (1)
        Other Crashing Considerations              307 (1)
        Using Different Resources                  308 (1)
        Asking People to Work Overtime             308 (1)
        Reducing Scope                             309 (1)
      Who Approves Course Corrections              310 (1)
      Getting a Project Out of Trouble             311 (2)
        Recognizing the Problem                    311 (1)
        Evaluating the Situation                   312 (1)
        Preparing a Recovery Plan                  312 (1)
        Monitoring the Recovery                    313 (1)
      Summary                                      313 (1)
      Coach's Review                               314 (1)
        Test Your Knowledge                        314 (1)
        Project Challenge                          314 (1)
  Part V Closing the Project                       315 (40)
    Chapter 20 Obtaining Acceptance and Other      317 (10)
    Wrap-Up Tasks
      Determining Whether the Project Is a         318 (2)
      Success
        Developing Acceptance Tests                318 (1)
        Running Acceptance Tests                   319 (1)
      Obtaining Sign-Off                           320 (1)
      Documenting the Project: The Project         320 (3)
      Closeout Report
        Summarizing the Project                    321 (1)
        Quantifying Results                        321 (2)
      Financial, Legal, and Administrative         323 (1)
      Closeout
      Project Transitions                          324 (1)
        Handing Off Information                    324 (1)
        Transitioning Resources                    325 (1)
      Summary                                      325 (1)
      Coach's Review                               326 (1)
        Test Your Knowledge                        326 (1)
        Project Challenge                          326 (1)
    Chapter 21 Documenting a Project for           327 (10)
    Posterity
      Gathering Information                        328 (2)
      Organizing the Project Archives              330 (3)
        Beware of Too Much Information             331 (1)
        Categorize Wisely                          331 (1)
        Do It Today                                331 (1)
        Offer a Roadmap                            332 (1)
      Storing the Project Archives                 333 (1)
      Summary                                      334 (1)
      Coach's Review                               334 (3)
        Test Your Knowledge                        334 (1)
        Project Challenge                          335 (2)
    Chapter 22 Don't Forget Lessons Learned        337 (18)
      How Lessons Learned Help                     338 (2)
      Gathering Lessons Learned                    340 (8)
        Collecting Feedback                        341 (1)
        Preparing for Lessons Learned Meetings     342 (2)
        Conducting Lessons Learned Meetings        344 (2)
        Minimizing the Fear of Lessons Learned     346 (2)
      Documenting Lessons Learned                  348 (5)
        Deciding on the Information to Include     349 (1)
        Presenting Lessons Learned                 350 (2)
        Disseminating Lessons Learned              352 (1)
        Using Past Lessons Learned                 352 (1)
      Summary                                      353 (1)
      Coach's Review                               353 (2)
        Test Your Knowledge                        353 (1)
        Project Challenge                          354 (1)
  Part VI Taking the Next Steps in Project         355 (40)
  Management
    Chapter 23 Running a Project Management        357 (12)
    Office
      Defining PMO Functions                       357 (5)
        Facilitating Standards and Best            358 (2)
        Practices
        Ensuring Compliance Requirements           360 (1)
        Supporting Project Methodologies           360 (1)
        Providing Project Management Tools         360 (1)
        Managing Resources and Communication       361 (1)
        Mentoring and Training Project Managers    362 (1)
      Setting Up a PMO                             362 (4)
        When Do You Need a PMO?                    363 (1)
        Understanding PMO Types                    364 (1)
        Specifying PMO Objectives and Services     365 (1)
      Summary                                      366 (1)
      Coach's Review                               367 (2)
        Test Your Knowledge                        367 (1)
        Project Challenge                          367 (2)
    Chapter 24 Managing a Portfolio of Projects    369 (10)
      What Is Project Portfolio Management?        370 (2)
      Evaluating and Prioritizing Projects for     372 (2)
      the Portfolio
      Tracking and Managing the Project            374 (4)
      Portfolio
        Tracking Portfolio Projects                375 (1)
        Conducting Checkpoint Evaluations          375 (2)
        Reporting on Portfolio Projects            377 (1)
        Managing Portfolio Details                 377 (1)
      Summary                                      378 (1)
      Coach's Review                               378 (1)
        Test Your Knowledge                        378 (1)
        Project Challenge                          378 (1)
    Chapter 25 Selecting the Right Projects        379 (16)
      Capturing Ideas for Projects                 380 (5)
        Mining the Organization's Strategic        380 (2)
        Goals
        Documenting a Project Idea                 382 (2)
        Tracking Project Ideas                     384 (1)
      Selecting Projects                           385 (7)
        Developing a Selection Process             385 (1)
        Criteria for Selecting Projects            386 (1)
        What Benefits?                             387 (1)
        What Cost?                                 387 (1)
        Can It Be Done?                            388 (1)
        Scoring and Prioritizing Project Ideas     389 (1)
        Exceptions to Selection Criteria           390 (1)
        Succeeding with a Project Review Board     391 (1)
      Summary                                      392 (1)
      Coach's Review                               392 (3)
        Test Your Knowledge                        393 (1)
        Project Challenge                          393 (2)
  Part VII Reference                               395 (2)
Appendix A Answers                                 397 (26)
Appendix B Forms                                   423 (16)
Glossary                                           439 (12)
Index                                              451