Index

A

Activity-on-arrow (AOA) format, Critical Path Method (CPM) diagram, 186, 191

Activity-on-node (AON) format, Critical Path Method (CPM) diagram, 186, 192

Administrative skills, team member, 339

Affinity Diagram, 281285

customization of, 284

drawing diagram, 283

example of, 282

grouping/sorting ideas, 282283

idea generation, 282

information inputs, 282

issue definition, 282

and Postmortem Review, 505

purpose of, 281

situations for use, 283284

variations of, 284

and Work Breakdown Structure (WBS), 283

Analogous Estimate, 233236

customization of, 236

estimate preparation, 234235

information inputs, 234

pros/cons of, 236

purpose of, 233

situations for use, 235

target project in, 233

variations of, 236

Analytic Hierarchy Process (AHP), 3241

comparison matrices construction, 3436

construction of model, 3334

customization of, 40

decision hierarchy, levels of, 33

example of, 33

information inputs, 33

pros/cons of, 21, 3839

purpose of, 21, 32

rating computation, 36

compared to Scoring Models, 38

situations for use, 3638

variations in, 39

Aptitude Test for Project Managers, 343, 344

Armstrong World Industries (AWI)

competitive strategy of, 78

project management (PM) strategy, 9

project management toolbox/competitive strategy alignment, 519521

Artifacts, of systemigrams, 279

Assumptions, as risks, 292

Audit trail, and cost planning, 231

B

Backward chaining, flowchart construction, 276

Bar charts

example of, 73

See also Charts

Baseline-Current-Future Analysis. See B-C-F Analysis

Basic work element structure form, Parametric Estimate, 238

B-C-F Analysis, 390395

customization of, 395

example of, 390

future schedule, 392

and Gantt Chart, 390, 391, 393, 394

information inputs, 390391

Jogging Line, 391

present schedule, 391

pros/cons of, 394

purpose of, 390

situations for use, 393

and Time-scaled Arrow Diagram (TAD), 390, 391, 393

variations of, 394

as warning signal, 392393

Benchmarking, Quality Function Deployment (QFD), 117118

Best-cost competitive strategy, example of, 8

Bottom-Up Estimate, 243248

and Cost Planning Map, 244

customization of, 248

estimate format, 244

estimate preparation, 244246

example of, 243

information inputs, 244

pros/cons of, 247

purpose of, 243

situations for use, 246

variations of, 247

and Work Breakdown Structure (WBS), 244

Brainstorming, Postmortem Review, 504505

Branches, of Decision Tree, 312, 313, 314

Bubble diagrams, 7483

and balancing actions, 7879

categories of charts, 76

choosing type of, 7677

customization of, 8283

example of, 75, 82

information inputs, 7475

interpretation of, 78

old versus new types, 76

pros/cons of, 8081

purpose of, 74

situations for use, 7980

variations of, 8182

Budget estimates, elements of, 229

Budget planning. See Cost planning; Cost planning tools

Buffer Chart, 407412

buffers, use for decisions/actions, 409410

critical chain (CC) monitoring, 409412

critical chain feeding buffers (CCFBs) monitoring, 409

and Critical Chain Schedule (CCS), 407410

customization of, 412

example of, 408, 410

progress meeting, 408409

project buffer (PB) monitoring, 409

pros/cons of, 411412

purpose of, 407

rehearsal with activity owners, 408

situations for use, 410411

C

Call option, 5354

Capability Maturity Model, 9

Cascade format, Time-Scaled Arrow Diagram (TAD), 198

Cash flow forecasting, Cost Baseline (Time-Phased Budget), 254

Cause and Effect Diagram (CED), 466471

customization of, 470

dispersion analysis, 468

example of, 467, 470

information inputs, 467

problem determination, 467469

process classification, 468, 470

pros/cons of, 469470

purpose of, 466

and Quality Improvement Map (QIM), 454

review of diagram, 469

situations for use, 469

variations of, 470

Chance event, in Monte Carlo Analysis, 302

Chance nodes, of Decision Tree, 312, 313, 314, 315

Change Coordination Matrix (CCM), 360365

cost/schedules updates, 363

customization of, 365

example of, 361

information inputs, 361362

proactive use of, 364

and Project Change Log, 362363

and Project Change Request, 362

pros/cons of, 364365

purpose of, 360

situations for use, 363364

Change in projects

change coordinators, 362

change-resistance, steps in, 144, 150

emergency actions, 369

intranets and communication of, 370

predictability and project management (PM) process, 277

scope creep, problem of, 366367

updating budget, 254

See also Scope control tools

Charts, 6874

and balancing actions, 70

bar charts, 73

choosing type of, 69

customization of, 73

drawing of, 70

histograms, 72

information inputs for, 69

interpretation of, 70

pie charts, 69

pros/cons of, 7172

purpose of, 68

situations for use, 7071

variations of, 72

Closing project. See Performance reporting and closure tools

Commitment Scorecard, 345353

commitment, sources of, 351

communication of, 348

customization of, 352353

example of, 346

information inputs, 347

pros/cons of, 349350

purpose of, 345347

questionnaire completion, 347

score calculation, 347

score interpretation, 348

situations for use, 348

Competition risk

identification of, 59

meaning of, 54

Competitive strategy, 69, 517523

best-cost strategy, 8

cost leadership, 78

differentiation strategy, 7

project management (PM) toolbox alignment with, 521523

project management (PM) toolbox as support, 69

selection by company, 89

visualization of, 517521

Computer analysis

change log on Palm Pilot, 376

change log on spreadsheet, 374

for Net Present Value (NPV), 42

for Parametric Estimate, 239, 242

for Portfolio Model, 4748

Concurrency, as deliverable, 15

Constraints, in Scope Statement, 146147

Contingency allowances, Risk Response Plan, 291, 296

Contingency cost

meaning of, 230

planning for, 228

Continuous distribution, in Monte Carlo Analysis, 302

Control Chart, 471481

analysis/interpretation of, 476478

control limits, 474476

customization of, 480

data for, 474

example of, 472, 479

formulas/constants for, 475

pillars of, 474

planning chart, 473

problem-solving with, 478

pros/cons of, 479

purpose of, 471

situations for use, 478479

types of, 479480

variations of, 479480

Cost and Achievement Analysis, 438

Cost Baseline (Time-Phased Budget), 249257

cost baseline criteria, 250251

cost items identification, 250

cost item to time period allocation, 251252

cost by period estimation, 252

customization of, 256

display with S-curve, 252253

example of, 249

information inputs, 249250

pros/cons of, 254255

purpose of, 249

situations for use, 253

updates of budget, 254

variations of, 255

Cost control, and proactive cycle of project control (PCPC), 442

Cost control tools

Earned Value Analysis (EVA), 422440

Milestone Analysis, 441445

Cost estimating relationships (CERs)

calculation of, 231

in Parametric Estimate, 237242

Cost leadership competitive strategy, example of, 78

Cost planning

budget estimates, 229

budgets, updating, 254

combinations of tools, use of, 235

contingency in, 228

costs, types of, 230

definitive estimates, 229

independent cost estimates, 228

order-of-magnitude estimates, 229

shadow estimates, 228

tips for, 231

tools for. See Cost control tools; Cost planning tools

Cost Planning Map (CPLM), 226233

and Bottom-Up Estimate, 244

cost estimating relationships (CERs), 231

cost plan scope, 228229

cost plan uses, selection of, 228

cost planning definition, 227228

customization of, 233

designing cost planning process, 230232

example of, 227

information inputs, 227

pros/cons of, 232

purpose of, 226

situations for use, 232

variations of, 233

Cost planning tools

Analogous Estimate, 233236

Bottom-Up Estimate, 243248

Cost Baseline (Time-Phased Budget), 249257

Cost Planning Map (CPLM), 226233

Parametric Estimate, 237243

Crashing

Critical Path Method (CPM) diagram, 189

schedule remedy, 393

Critical Chain Schedule (CCS), 201208

activity durations estimate, 204

and Buffer Chart, 407410

critical chain identification, 204

customization of, 208

example of, 202

feeding buffers, 204205

identification of activities, 203

information inputs, 201202

level of detail, 202203

project buffer, 204, 207

pros/cons of, 206208

purpose of, 201

resource assignment, 204

resource buffer, 204

review/refinement of, 205206

and safety time, 205

sequencing, 203

situations for use, 206

Critical path identification

Critical Path Method (CPM) diagram, 186188

Time-Scaled Arrow Diagram (TAD), 197

Critical Path Method (CPM) diagram, 184193

activity durations estimate, 186

activity-on-arrow (AOA) format, 186, 191

activity-on-node (AON) format, 186, 192

crashing, 189

critical activities, 187, 189

critical path identification, 186188

customization of, 192

dependencies between activities, 185186

example of, 184

with Gantt Chart, 176

input information, 184

level of detail, 185

and Monte Carlo Analysis, 301

near-critical path, 188

pros/cons of, 191

purpose of, 184

resource assignment, 186

review/refinement of, 188190

situations for use, 190

team approach, 185

total and free floats, 187

variations of, 191192

Critical success factors (CSFs)

and gap measurement/response to gaps, 136139

meaning of, 135

and project capabilities, 135136

and project environment, 135136

Project SWOT Analysis, 135139

selection of, 135136

Cumulative frequency, in Monte Carlo Analysis, 305

Customer Roadmap, 9199

customer contact, 95

customization of, 97

Discussion Guide, 9394, 95

example of, 91

Focus Statement in, 92

information inputs, 92

information processing for, 95

project scope, importance of, 96

pros/cons of, 97

purpose of, 91

sample selection, 93

situations for use, 9697

team creation, 9495

variations of, 97

Customers

classification of satisfaction, 101

customer-driven quality, 267

customer intimacy tools. See Voice-of-the-customer tools

external customers, 94

internal customers, 94

Customization

and administrative projects, 564, 567

choosing method for, 533, 535

by project family, 525528, 533, 549–560

by project size, 524525, 533, 545548

by project type, 529533, 535, 561567

and routine projects, 563, 567

and technical projects, 565, 567568

and unique projects, 566, 568

See also customization of for specific tools

D

Decision Tree, 311318

alternatives, evaluation of, 315

components of, 313

customization of, 317318

decision nodes of, 312, 313, 314

decision under risk description, 313314

example of, 312

information inputs, 312313

payoffs assessment, 315

possible outcomes assessment, 314

pros/cons of, 316317

purpose of, 311

and Risk Response Plan, 313

rolling back procedure, 314

situations for use, 315316

variations of, 317

Definitive estimates, elements of, 229

Deliverables

concurrency as, 15

identifying in Scope Statement, 146

major and minor deliverables, 146

project management (PM) tools as, 13

repeatability as, 14

speed as, 14

standardized project management (SPM), 10, 1415

Work Breakdown Structure (WBS), 161

Dependencies

Critical Chain Schedule (CCS), 203

Critical Path Method (CPM) diagram, 185186

mapping with Stakeholder Matrix, 334

Time-Scaled Arrow Diagram (TAD), 195196

Deployment flowchart

example of, 275

pros/cons of, 274

Detailed flowchart

backward chaining, 276

pros/cons of, 274

Deterministic model, in Monte Carlo Analysis, 302

Dictionary, Work Breakdown Structure (WBS), 154

Differentiation competitive strategy, example of, 7

Direct cost, meaning of, 230

Discounting, Net Present Value (NPV), 42, 44

Discrete distribution, in Monte Carlo Analysis, 302

Discussion Guide, 109113

Customer Roadmap, 9394, 95

customization of, 112

depth of discussion, 110

example of, 109

and Focus Statement, 109110

information inputs, 110

phrasing of questions, 110111

pros/cons of, 111

purpose of, 109

questioning pitfalls, 112

situations for use, 111

topic identification, 110

topic prioritization, 110

variations of, 111

Dispersion analysis, Cause and Effect Diagram (CED), 468

E

Earned standards method, Earned Value Analysis (EVA), 427, 428

Earned Value Analysis (EVA), 422440

control account plans (CAP), 425430

cost performance index (CPI) calculation, 433, 434

cost variance (CV) calculation, 433

customization of, 439440

earned standards method, 428

equivalent completed units, 429

estimate at completion (EAC) calculation, 434435

example of, 423, 426, 430, 432

50/50 formula, 428

fixed formula, 428

information inputs, 424425

percent complete method, 427

percent complete with milestone gates method, 428

performance measurement baseline (PMB), 425, 429430

project results evaluation, 430433

project results forecasting, 433435

pros/cons of, 427, 436438

purpose of, 422

schedule analysis, cautions related to, 432433

schedule at completion (SAC) calculation, 434

schedule performance index (SPI) calculation, 431432, 434

situations for use, 435436

spending and schedule variances calculations, 431

terms related to, 423

variations of, 438

weighted milestones method, 428

and Work Breakdown Structure (WBS), 424426

Economic Methods, 4146

choosing method, 44

Internal Rate of Return (IRR), 44

Net Present Value (NPV), 42, 44

Payback Time, 42

pros/cons of, 21, 45

situations for use, 45

80:20 rule, 461

Equivalent completed units, Earned Value Analysis (EVA), 427, 429

Excel

Net Present Value (NPV), 42

Portfolio Model, 4748

Executives, and scheduling, 179

Expected value (EV), in Monte Carlo Analysis, 302, 305

External customers, 94

F

Fast-tracking, schedule remedy, 393

Feeding buffers, Critical Chain Schedule (CCS), 204205

50/50 formula, Earned Value Analysis (EVA), 428

Firm-specific risk

identification of, 59

meaning of, 54

Fixed formula, Earned Value Analysis (EVA), 427, 428

Flesch Reading Ease, 266, 268

Flexibility, and standardized project management (SPM), 12

Floats, Critical Path Method (CPM) diagram, 187

Flowchart, 272281

backward chaining, 276

checking for mistakes, 276277

drawing, actions in, 275

example of, 272

information inputs, 273

level of detail for, 273, 275

as PM manual, 280

PM process evaluation, 277

by process owner, 272

pros/cons of, 274, 278279

purpose of, 272, 274

situations for use, 278

symbols for, 273, 275

systemigram, 274, 279280

types of flowcharts, 274

variations of, 279

Focus Statement, 99104

budget, 101

clarification section, 100

Customer Roadmap, 92

customization of, 103104

and Discussion Guide, 109110

documentation of, 102

example of, 99

information inputs, 99

pros/cons of, 103

roles/responsibilities, 101102

and scope of project, 99100

situations for use, 102

time line definition, 101

variations of, 103

Folding back procedure, Decision Tree, 314

Forming stage, Four-Stage Model of Project Team Building, 325

Four-Stage Model of Project Team Building, 322330

customization of, 329

example of, 323

forming stage, 325

information inputs, 324

management parameters, 324

norming stage, 326

performing stage, 326

pros/cons of, 328329

purpose of, 322323

situations for use, 326328

storming stage, 325326, 327

team leadership style, 324326

variations of, 329

Free float, Critical Path Method (CPM) diagram, 187

Frequency distribution, in Monte Carlo Analysis, 305, 306

G

Gantt Chart, 172178

and B-C-F Analysis, 390, 391, 393, 394

with Critical Path Method (CPM) chart, 176

example of, 173

and Hierarchical Schedule, 211212

information inputs, 173

and Jogging Line, 387, 388, 389

level of detail, 173174

and Line of Balance (LOB), 216217

and Project Quality Program, 268, 270

and project size, 174175

pros/cons of, 176177

purpose of, 172

situations for use, 175176

and Slip Chart, 405

Gaps

categorization of, 137

measurement, Project SWOT Analysis, 136137

response options, 137139

Geographic area method, Work Breakdown Structure (WBS), 155

Goals

project mission, 128, 129

Scope Statement, 145

stretch goals, 128

Guide to the Project Management Body of Knowledge, A (PMBOK). See PMBOK (Project Management Body of Knowledge)

H

Hierarchical Schedule, 209215

customization of, 215

detailed schedule (level 3), 211212

example of, 210

and Gantt Chart, 211212

information inputs for, 209

intermediate schedule (level 2), 211

master project schedule (level 1), 210211

and Milestone Chart, 211212

for multiple projects, 214

pros/cons of, 213

purpose of, 209

situations for use, 212213

and Time-Scaled Arrow Diagram (TAD), 211

variations of, 214

and Work Breakdown Structure (WBS), 210211

Histograms

example of, 72

See also Charts

House of Quality

construction steps, 113115

for large project, 118119

See also Quality Function Deployment (QFD)

I

Independent cost estimates, 228

Indirect cost, meaning of, 230

Intel

competitive strategy of, 7

project management (PM) strategy, 9

project management toolbox/competitive strategy alignment, 518521

schedules, classification of, 188

stretch goals, 128

Internal customers, 94

Internal Rate of Return (IRR)

pros/cons of, 21

purpose of, 21, 44

situations for use, 44

Interpersonal skills, team member, 339

Intranets, communication of change in projects, 370

Issues

issue database, 491

issues aging chart, 491

in proactive cycle of project control (PCPC), 403

J

Jogging Line, 382389

B-C-F Analysis, 391

completion date prediction, 386

customization of, 389

drawing of, 386

example of, 383

and Gantt Chart, 387, 388, 389

information inputs, 383

meeting with activity owners, 384385

progress meeting, 385386

pros/cons of, 387388

purpose of, 383

situations for use, 387

and Time-scaled Arrow Diagram (TAD), 387, 389

variations of, 388389

K

KJ method, 284, 330

L

Lateral repeatability, 15

Leadership

commitment building by, 350

Four-Stage Model of Project Team Building, 324326

skills of project managers, 340

Line of Balance (LOB), 215220

control points, 216217

customization of, 219220

drafting of, 217

example of, 215

and Gantt Chart, 216217

information inputs, 216

objective setting, 216

program definition, 216217

pros/cons of, 218219

purpose of, 215

review/refinement of, 217

S chart, 217218

single unit events, 217

situations for use, 218

Longitudinal repeatability, 14

M

Management activities. See entries under Project management (PM) activities

Management reserves, Risk Response Plan, 291, 296

Manual. See Project Management Manual (PM Manual)

Manufacturing-based quality, 267

Mapping

bubble diagrams, 7483

charts, 6874

Market risk

identification of, 59

meaning of, 55

Milestone Analysis, 441445

customization of, 444445

example of, 441

information inputs, 441442

and proactive cycle of project control (PCPC), 441, 442

project results evaluation, 442443

project results forecasting, 443

pros/cons of, 444

purpose of, 441

setting up milestones, 442

situations for use, 443444

tracking milestones, 442

variations of, 444

Milestone Chart, 178183

activity dependencies, 179

customization of, 183

drafting/refining chart, 181

example of, 180

and Hierarchical Schedule, 211212

milestone selection, 180

milestone sequence, 180

most valued milestones, 180

pros/cons of, 182183

purpose of, 178179

situations for use, 181182

types of, 180

and Work Breakdown Structure (WBS), 181182

Milestone Prediction Chart, 396400

customization of, 401

drawing chart, 398399

example of, 396

information inputs, 397

pros/cons of, 400

purpose of, 396

rehearsal with milestone owners, 398

situations for use, 399

variations of, 401

Milestones

importance of, 182

in Scope Statement, 146

standardized project management (SPM), 10

Mission statement

Project Charter, 128, 129

project passion statement, 144

Mode, in Monte Carlo Analysis, 302

Model, in Monte Carlo Analysis, 302

MOGSA (Mission, Objectives, Goals, Strategies, Actions), components of, 39, 41

Monte Carlo Analysis (MCA), 300311

and Critical Path Method (CPM) diagram, 301

customization of, 309310

example of, 300, 301

information inputs, 300303

probability distributions, 302305

pros/cons of, 308309

purpose of, 1213, 300

random sampling, 302, 304305

results, analysis/interpretation of, 307308

results, processing of, 305306

and Risk Response Plan, 301, 303

situations for use, 308

terms used in, 302

Time-Scaled Arrow Diagram (TAD) with, 301

trial run, 305

Most probable cost, meaning of, 230

Mulitiered scheduling, 212

Multiproject management

Hierarchical Schedule, 214

problems of, 197

Multiunit projects, Line of Balance (LOB), 217218

N

Near-critical path, Critical Path Method (CPM) diagram, 188

Net Present Value (NPV)

computation of, 42, 44

pros/cons of, 21

purpose of, 21, 42

situations for use, 44

Nominal group technique, Postmortem Review, 505

Norming stage, Four-Stage Model of Project Team Building, 326

O

Open-ended questions, elements of, 112

Opportunity flowchart, 274

Options

call option, 5354

put option, 53

Real Options Approach, 5364

Order-of-magnitude estimates, 132

elements of, 229

Oregon Anesthesiology Group (OAG)

competitive strategy of, 8

project management (PM) strategy, 9, 519521

project management toolbox/competitive strategy alignment, 519521

P

Palm Pilot, change log on, 376

Parametric Estimate, 237243

basic work element structure form, 238

computer analysis, 239, 242

cost adjustments in, 240241

cost estimating relationships (CERs) in, 237242

customization of, 242

estimated preparation, 238241

information inputs for, 238

pros/cons of, 241242

purpose of, 237

situations for use, 241

variations of, 242

Pareto Chart, 459466

check sheet, 462463

customization of, 465466

data collection, 462463

drawing chart, 463

example of, 460

interpretation of chart, 464

pros/cons of, 464

purpose of, 459

quality problem investigations, 460461

situations for use, 464

variations of, 465

Payback Time

calculation projects, 43

pros/cons of, 21

purpose of, 21, 42

situations for use, 44

Payoff, of Decision Tree, 312, 313, 314

Percent complete method

Earned Value Analysis (EVA), 427428

Jogging Line, 388

with milestone gates method, 427, 428

with Plan vs. Actual Bar Method, 388

Performance measurement, and Work Breakdown Structure (WBS), 164

Performance reporting and closure tools

Postmortem Review, 500509

Risk Log, 486492

Summary Progress Report, 492499

Performing stage, Four-Stage Model of Project Team Building, 326

PERT (Program Evaluation and Review Technique), 191192

Pie charts

example of, 69

See also Charts

P-I matrix, 298

Plan-Do-Study-Act (PDSA) cycle

actual schedule status assessment, 391

and proactive cycle of project control (PCPC), 385

and Quality Improvement Map (QIM), 452

Plan vs. Actual Bar Method, Jogging Line, 388

PMBOK (Project Management Body of Knowledge), 12, 523

link to project management tools, 539544

and Project Quality Program, 266, 268

Portfolio mapping. See Project portfolio mapping

Portfolio Selection Methods, 4653

construction of model, 4749

customization of, 52

information inputs, 4647

pros/cons of, 21, 5152

purpose of, 21, 46

situations for use, 51

Postmortem Review, 500509

agenda for review, 502503

customization of, 508509

documentation of, 506507

example of, 501

ground rules, 500

information inputs, 500502

postmortem meeting, participants of, 502

pros/cons of, 508

purpose of, 500

situations for use, 507

steps and topics of, 503506

variations of, 508

Precedence diagram (PDM), 192

Predecessors, Critical Path Method (CPM) diagram, 185

Proactive cycle of project control (PCPC), 384386

and cost control, 442

and issue database, 491

issues/risks, meaning of, 403

and Milestone Analysis, 441, 442

and Plan-Do-Study-Act (PDSA) cycle, 385

questions of, 384, 403, 442

and schedule control, 384386, 391

Probabilities

of Decision Tree, 312, 313

in Monte Carlo Analysis, 302

Probability distributions

examples of, 304

Monte Carlo Analysis (MCA), 302305

Probability-Impact matrix, Risk Response Plan, 293294

Process classification, Cause and Effect Diagram (CED), 468

Processes. See Project management (PM) process

Product-based quality, 267

Progress reporting. See Performance reporting and closure tools

Project authorization notice, 133

Project birth certificate, 133

Project buffer, Critical Chain Schedule (CCS), 204, 207

Project capabilities, and critical success factors (CSFs), 135136

Project Change Log, 373377

and Change Coordination Matrix (CCM), 362363

customization of, 377

example of, 373

implementation tracking, 375

information inputs, 374

pros/cons of, 376

purpose of, 373

situations for use, 375376

submission date, 374

Project Change Request, 366373

and Change Coordination Matrix (CCM), 362

change identification, 369370

cost/schedule, impact of change on, 369

customization of, 372

emergency changes, 369

example of, 367

information inputs, 366

pros/cons of, 371372

reasons for change, 368

situations for use, 371

starting/stopping use of, 368

Project Charter, 126133

business purpose identification, 128129

distribution list for charter, 130

example of, 127

information inputs, 127128

milestone specification, 129

mission statement, 128, 129

necessity of, 131

project goals identification, 129

and Project SWOT Analysis, 134

pros/cons of, 131132

purpose of, 126

resource specification, 129130

situations for use, 130131

stretch goals, use of, 128

supporting details of, 130

team members/sponsor, 129

Project definitional index (PDI), 277

Project environment, and critical success factors (CSFs), 135136

Project life cycle method, Work Breakdown Structure (WBS), 155

Project life cycle phase, standardized project management (SPM), 10

Project management (PM) activities

management by projects trend, 308

standardized project management (SPM), 10

Project management (PM) process

diagramming. See Flowchart

purpose of, 277

Project management (PM) toolbox

and competitive strategy, 69, 517523

components of, 5

customization of, 523535

definition of, 13

improvement of, 535536

options for use, 13

standardization of, 16

standardized project management (SPM) process comparison, 1416

as standardized project management (SPM) process support, 416

Project Management Manual (PM Manual)

flowchart as, 280

Project Quality Program as basis of, 267268

Project Management Maturity Model (PM3), 343

Project managers

leadership skills of, 340

multiproject management by, 197

project management professionals (PMP), 147

and scheduling, 179

Project mission, Project Charter, 128, 129

Project passion statement, 144

Project portfolio mapping

bubble diagrams, 7483

charts, 6874

Project Quality Program, 264272

customization of, 271

example of, 265

and Gantt Chart, 268, 270

information inputs, 265266

and PMBOK (Project Management Body of Knowledge), 266, 268

pros/cons of, 270271

purpose of, 265

quality assurance task, 268

quality standard establishment, 266268

responsibilities/roles, 268, 269

schedule for, 268269

situations for use, 269270

and Work Breakdown Structure (WBS), 266

work package (PM Manual) based on, 267268

Project scenario, in Monte Carlo Analysis, 302

Project selection methods

Analytic Hierarchy Process (AHP), 3241

Economic Methods, 4146

Portfolio Selection Methods, 4653

Real Options Approach, 5363

Scoring Models, 2232

standardized project management (SPM), 20

Project SWOT Analysis, 133141

critical success factors (CSFs), 135139

customer requirements identification, 135

customization of, 141

example of, 134

gaps, actions to take, 137138

gaps, measurement of, 136137

information inputs, 134

and Project Charter, 134

pros/cons of, 140

purpose of, 133134

and Scope Statement, 143

situations for use, 139

Put option, 53

Q

Qualitative assessment, Risk Response Plan, 292294

Quality, definitions of, 267

Quality assurance (QA) team, 269

Quality control tools

Cause and Effect Diagram (CED), 466471

Control Chart, 471481

Pareto Chart, 459466

Quality Improvement Map (QIM), 450459

Quality Function Deployment (QFD), 113121

benchmarking, 117118

benefits of, 119120

customer requirements scenario, 114116

House of Quality, construction steps, 113115, 118119

for large projects, 118119

project requirements identification, 116117

purpose of, 113

situations for use, 119

target values, 118

Quality improvement

breakthrough sequence, 453

quality improvement team, 461464, 469

quality variables, 472

Quality Improvement Map (QIM), 450459

cause analysis, 454455

and Cause and Effect Diagram, 454

corrective action, 455

customization of, 459

example of, 451

information inputs, 451

and Plan-Do-Study-Act cycle, 452

problem definition, 452454

pros/cons of, 457458

purpose of, 450451

situations for use, 456457

and standardization, 455456

variations of, 459

Quality planning

quality assurance (QA) team, role of, 269

Quality Trilogy for, 270

steps in, 264

tools for. See Quality planning tools

Quality planning tools

Affinity Diagram, 281285

Flowchart, 272281

Project Quality Program, 264272

Quality Trilogy, 270

Quantitative assessment, Risk Response Plan, 294295

Questions

questioning pitfalls, 112

types of questions, 112

R

Random sampling, Monte Carlo Analysis (MCA), 302, 304305

Random variable, in Monte Carlo Analysis, 302

Range of accuracy, meaning of, 230

Real Options Approach, 5363

chart of methods, 21

customization of, 63

illustration of, 5861

option types, 5354

options identification, 60

pros/cons of, 21

purpose of, 21, 53

put and call analogies, 5556

risk identification, 5455

risk management and project, 5658

situations for use, 61

Repeatability

as deliverable, 14

lateral type, 15

longitudinal type, 14

Resource buffer, Critical Chain Schedule (CCS), 204

Resource-constrained scheduling situation, 188

Responsibility matrix, 163

Return on investment, as voice-of-customer, 93

Reversing questions, elements of, 112

Risk

assumptions as, 292

and contingency reserve, 291

issues aging chart, 491

and management reserve, 291

in proactive cycle of project control (PCPC), 403

in real options model, 5455

risk event, 291

risk event status, 291

risk impact, 291

risk matrix, 298

risk owners, 297

risk probability, 291

risk register, 298

Risk Log, 486492

baseline risks, 487

customization of, 490, 492

example of, 487

information inputs, 487

pros/cons of, 489490

purpose of, 486

risk response plan, 488

situations for use, 489490

status of risk, 488

variations of, 490

Risk management

issue database, 491

in real options model, 5658

risk planning. See Risk planning tools

Risk planning tools

Decision Tree, 311318

Monte Carlo Analysis (MCA), 300311

Risk Response Plan, 288299

Risk Response Plan, 288299

contingency allowances, 296

customization of, 299

and Decision Tree, 313

document generated from, 297

example of, 289

information inputs, 290291

management reserves, 296

and Monte Carlo Analysis, 301, 303

Probability-Impact matrix, 293294

pros/cons of, 298

purpose of, 288

qualitative assessment, 292294

quantitative assessment, 294295

response actions, determination of, 295297

risks, identification of, 291292

situations for use, 297

uncertainty continuum, 289

variations of, 298

and Work Breakdown Structure (WBS), 292

Risk-return charts, 76, 81

See also Bubble diagrams

Rolling back procedure, Decision Tree, 314

Rolling wave scheduling, 212

S

Sample Selection, 105106

customer segment identification, 106

customer subgroup identification, 106

example of, 105

individuals, selection of, 106

information inputs, 106

purpose of, 105

Satisficing approach, schedule assessment, 391

S chart, 217218

Schedule control

proactive cycle of project control (PCPC), 384386, 391

satisficing and schedule assessment, 391

and trend analysis, 397

Schedule control tools

B-C-F Analysis, 390395

Buffer Chart, 407412

Jogging Line, 382389

Milestone Prediction Chart, 396400

Schedule Crashing, 413418

Slip Chart, 401407

Schedule Crashing, 413418

cost-conscious crashing, 415

cost-loaded schedules, 413

cost/time computation, 415

critical activities, crashing of, 415416

customization of, 417

example of, 414

information inputs, 413

pros/cons of, 416417

purpose of, 413

situations for use, 416

variations of, 417

Schedule development tools

Critical Chain Schedule (CCS), 201208

Critical Path Method (CPM) diagram, 184193

Gantt Chart, 172178

Hierarchical Schedule, 209215

Line of Balance (LOB), 215220

Milestone Chart, 178183

and scope of project. See Scope planning tools

Time-Scaled Arrow Diagram (TAD), 193201

Schedule Management System, decision-making for, 174

Schedule performance index (SPI), 391

calculation of, 431432

Schedule remedies

crashing, 393

fast-tracking, 393

Scheduling of projects

control of schedule. See Schedule control tools

of many projects. See Multiproject scheduling

mulitiered scheduling, 212

personnel involved in, 179

resource-constrained situation, 188

rolling wave scheduling, 212

time-constrained situation, 188

tools for. See Schedule development tools

and Work Breakdown Structure (WBS), 163

Scope connection, 159

Scope control tools

Change Coordination Matrix (CCM), 360365

Project Change Log, 373377

Project Change Request, 366373

Scope creep, problem of, 366367

Scope planning tools

Project Charter, 126133

Project SWOT Analysis, 133141

Scope Statement, 142151

Work Breakdown Structure (WBS), 152166

Scope Statement, 142151

assumptions/constraints identification, 146147

business purpose identification, 144

change control statement/plan, 144, 150

customization of, 151

deliverables identification, 146

dos/don'ts in preparation, 148149

example of, 143

exclusions, determination of, 147

fine-tuning of, 148

information inputs, 142143

milestone selection, 146

project goals definition, 145

and Project SWOT Analysis, 143

pros/cons of, 149

purpose of, 142

situations for use, 148149

supporting detail in, 147148

variations of, 149151

and Work Breakdown Structure (WBS), 153154, 159

work statement, 145146

Scoring Models, 2232

compared to Analytic Hierarchy Process (AHP), 38

construction of model, 2327

criteria to be considered, 2223, 2425

customization of, 31

information inputs, 22

pros/cons of, 21, 3031

purpose of, 21, 22

ranking of projects, 2728

situations for use, 2829

variations in, 31

Scoring Models-based charts, 76

See also Bubble diagrams

S-curve

Cost Baseline (Time-Phased Budget), 252253

example of, 253

Self-directed teams, positive/negative aspects, 327

Sequencing

Critical Chain Schedule (CCS), 203

Critical Path Method (CPM) diagram, 185186

Time-Scaled Arrow Diagram (TAD), 195196

Shaded Bar Method, Jogging Line, 388

Shadow estimates, 228, 369

Single-valued estimate, in Monte Carlo Analysis, 302

Skill Inventory, 336345

customization of, 343

documentation of, 341

example of, 336

first-time construction, 337, 341

information inputs, 338

pros/cons of, 342

purpose of, 336

scoring system, 337

situations for use, 341342

skill categories, 337341

subsequent applications, 337338, 341

variations of, 343

Slip Chart, 401407

customization of, 406407

drawing chart, 404

example of, 402

and Gantt Chart, 405

information inputs, 402

predictions of project completion, 404

progress meeting, 403404

pros/cons of, 405406

purpose of, 401

rehearsal with activity owners, 403

situations for use, 405

variations of, 407

Software. See Computer analysis

Speed, as deliverable, 14

Spine format, Time-Scaled Arrow Diagram (TAD), 198

Stakeholder Matrix, 330335

dependencies, mapping of, 334

example of, 331

information inputs, 331

pros/cons of, 333334

purpose of, 330

situations for use, 332333

stakeholder influence grid, 332

stakeholder influences, 331332

variations of, 334335

Standard deviation, in Monte Carlo Analysis, 302

Standardization, and Quality Improvement Map (QIM), 455456

Standardized project management (SPM)

deliverables, 10, 1415

management activities, 10

milestones, 10

project life cycle phase, 10

project management (PM) toolbox comparison, 1416

as project management (PM) toolbox support, 416

project selection tools, 20

standardized, meaning/scope of, 1012

steps in process, 5

technical activities, 10

voice-of-the-customer tools, 90

Stochastic model, in Monte Carlo Analysis, 302

Storming stage, Four-Stage Model of Project Team Building, 325326

Strategic/business skills, team member, 339

Summary Progress Report, 492499

corrective actions, 497

customization of, 499

design of reporting system, 494495

example of, 493

information inputs, 493494

pros/cons of, 498

purpose of, 492

risk/issues identification, 496

situations for use, 497

trend, prediction of, 496497

variance in, 495

variations of, 498

Switchover time, and multiproject management, 197

SWOT analysis. See Project SWOT Analysis

Systemigram, 279280

example of, 280

pros/cons of, 274

Systems method, Work Breakdown Structure (WBS), 155

T

Team approach

commitment of members, sources of, 351

Critical Path Method (CPM) diagram, 185

Customer Roadmap, 9495

development of team. See Team-building tools

Project Charter, 129

project management toolbox improvement team, 535536

quality assurance (QA) team, 269

quality improvement team, 461464, 469

and scheduling, 179

self-directed teams, 327

skills of members, categories of, 339

Team-building tools

Commitment Scorecard, 345353

Four-Stage Model of Project Team Building, 322330

Skill Inventory, 336345

Stakeholder Matrix, 330335

Team Charter, purpose of, 12

Technical activities, standardized project management (SPM), 10

Technical skills, team member, 339

Templates, Work Breakdown Structure (WBS), 160

Time-constrained scheduling situation, 188

Time-Phased Budget. See Cost Baseline (Time-Phased Budget)

Time-Scaled Arrow Diagram (TAD), 193201

activity duration estimates, 196

and B-C-F Analysis, 390, 391, 393

cascade format, 198

critical path identification, 197

dependencies, 195196

drafting of, 196197

and Hierarchical Schedule, 211

information inputs, 193194

and Jogging Line, 387, 389

with Monte Carlo Analysis, 301

pros/cons of, 199

purpose of, 193

resource assignment, 196

review/refinement of, 198

situations for use, 198199

spine format, 198

Top-down flowchart, 274

Tornado chart, in Monte Carlo Analysis, 306

Total float, Critical Path Method (CPM) diagram, 187

Traditional charts. See Charts

Transcendent definition, of quality, 267

Trend analysis, importance of, 397

V

Value-based quality, 27

Variance, in Monte Carlo Analysis, 302

Visualizing questions, elements of, 112

Voice-of-the-customer tools

Customer Roadmap, 9199

Discussion Guide, 109113

Focus Statement, 99104

Quality Function Deployment (QFD), 113121

Sample Selection, 105106

W

Weighted milestones method, Earned Value Analysis (EVA), 427, 428

Work Breakdown Structure (WBS), 152166

and Affinity Diagram, 283

bottom-up approach, 161166

and Bottom-up Estimate, 244

branch in, 154

construction of, 159160

cost account in, 154

customization of, 166

deliverables in, 161

dictionary, 154

and Earned Value Analysis (EVA), 424426

example of, 152

and Focus Statement, 102, 103

geographic area method, 155

Golden Rules for, 160

and Hierarchical Schedule, 210211

information inputs, 153154

level of detail in, 156159

levels in, 154, 155

and Milestone Chart, 181182

naming groupings, 161

and performance measurement, 164

project life cycle method, 155

project management actions of, 162165

and Project Quality Program, 266

pros/cons of, 165166

purpose of, 152

and resource estimation, 164

and Risk Response Plan, 292

and scheduling of project, 163

and Scope Statement, 153154, 159

situations for use, 162

structure evaluation, 160, 161162

structure selection, 155156

and Summary Progress Report, 495

systems method, 155

table of contents format, 153

templates, 160

top-down approach, 153160

work elements in, 154

work package in, 154, 157

Workflow, work statement, 145146

Work package (PM Manual), Project Quality Program as basis of, 267268

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