Table of Contents
1. Overview & Project Life Cycle ......................................................................................................... 1
1.1. Project Management overview............................................................................................... 1
1.1.1. Project features............................................................................................................... 1
1.1.2. Is it a project? .................................................................................................................. 1
1.1.3. The success of a project .................................................................................................. 1
1.1.4. Project constraints .......................................................................................................... 2
1.1.5. The triple constraint........................................................................................................ 2
1.1.6. Project Management expertise ...................................................................................... 2
1.1.7. Application knowledge.................................................................................................... 2
1.1.8. Understanding project environment .............................................................................. 3
1.1.9. Management knowledge & skills .................................................................................... 3
1.1.10. Interpersonal skills .......................................................................................................... 3
1.2. Project Life Cycle ..................................................................................................................... 4
1.2.1. Framework for PM .......................................................................................................... 5
1.2.2. PMBOK ............................................................................................................................ 5
1.2.3. Scrum development overview ........................................................................................ 7
1.2.4. The project management office...................................................................................... 8
1.2.5. Culture and project management ................................................................................... 8
1.2.6. Project team challenges .................................................................................................. 8
1.2.7. Dealing with conflict ....................................................................................................... 8
2. Project Initiation & Planning (scope to budget).............................................................................. 9
2.1. Initiation phase ....................................................................................................................... 9
2.1.1. Clear objectives ............................................................................................................... 9
2.2. Project charter (***) ............................................................................................................... 9
2.3. Project planning .................................................................................................................... 11
2.3.1. Project requirements .................................................................................................... 12
2.3.2. Scope inputs .................................................................................................................. 13
2.3.3. Work Breakdown Structure (WBS) ............................................................................... 13
2.3.4. Scope statement ........................................................................................................... 15
2.4. Project schedule planning ..................................................................................................... 15
2.4.1. Defining activities .......................................................................................................... 15
2.4.2. Activity list ..................................................................................................................... 16
2.4.3. Milestones..................................................................................................................... 17
2.4.4. The network diagram .................................................................................................... 17
, 2.4.5. The critical path............................................................................................................. 18
2.4.6. The Gantt chart ............................................................................................................. 18
2.4.7. Estimating the resources .............................................................................................. 19
2.4.8. Estimating activity durations ........................................................................................ 19
2.4.9. Resource management ................................................................................................. 20
2.5. HR planning ........................................................................................................................... 20
2.6. Budget planning .................................................................................................................... 20
2.6.1. Estimating cost .............................................................................................................. 21
2.6.2. Managing the budget .................................................................................................... 22
2.6.3. Establishing a budget .................................................................................................... 22
3. SM & RM ....................................................................................................................................... 23
3.1. Stakeholder Management .................................................................................................... 23
3.1.1. Project stakeholders ..................................................................................................... 23
3.1.2. Politics of project .......................................................................................................... 25
3.1.3. Differences in culture .................................................................................................... 25
3.1.4. Managing stakeholders ................................................................................................. 26
3.1.5. Tools for managing stakeholders .................................................................................. 26
3.1.6. Looking for stakeholders? ............................................................................................. 27
3.2. Risk Management ................................................................................................................. 27
3.2.1. Risk identification.......................................................................................................... 27
3.2.2. Risk Breakdown Structure (RBS) ................................................................................... 28
3.2.3. Risk evaluation .............................................................................................................. 28
3.2.4. Risk Mitigation Plan ...................................................................................................... 28
3.2.5. Contingency Plan........................................................................................................... 28
3.2.6. Project Risk by phases ................................................................................................... 29
3.2.7. Free risk analysis tool .................................................................................................... 30
4. From Work Breakdown Structure to Gantt Chart ......................................................................... 31
4.1. Work Breakdown Structure .................................................................................................. 31
4.2. A negative definition ............................................................................................................. 31
4.3. Organisational chart.............................................................................................................. 31
4.4. List of project tasks + no verbs? ............................................................................................ 32
4.5. No sequencing....................................................................................................................... 32
4.6. Details and structure............................................................................................................. 32
4.6.1. Why is a code of accounts? ........................................................................................... 33
4.7. Is my WBS correct? ............................................................................................................... 33
4.8. Not a one-time document .................................................................................................... 33
, 4.9. Creating a WBS...................................................................................................................... 34
4.10. WBS Rule 1: Base it on the deliverables ........................................................................... 34
4.11. WBS Rule 2: Follow the 100% rule .................................................................................... 35
4.12. Project scheduling rules .................................................................................................... 36
5. Introduction to Information Managment ..................................................................................... 39
5.1. Activities ................................................................................................................................ 39
5.2. Activity description ............................................................................................................... 39
5.2.1. Make an activity description ......................................................................................... 40
5.3. Recognising activities, some rules ........................................................................................ 40
5.4. Data flow diagram ................................................................................................................. 40
6. Information Management ............................................................................................................ 41
6.1. The information ladder ......................................................................................................... 41
6.2. Model information provision ................................................................................................ 41
6.3. Kinds of information ............................................................................................................. 41
6.4. Eight quality aspects of information management .............................................................. 42
6.5. Organisation and Management ............................................................................................ 42
6.5.1. The organisation ........................................................................................................... 42
6.5.2. Three organisational flow ............................................................................................. 42
6.5.3. Control model ............................................................................................................... 43
6.5.4. Control model: concepts ............................................................................................... 43
6.5.5. Performance indicators................................................................................................. 44
6.5.6. Setting up the management loop ................................................................................. 44
6.5.7. Link to performance indicators ..................................................................................... 45
6.5.8. Management information............................................................................................. 46
6.5.9. Standard management information ............................................................................. 46
6.6. Data collection ...................................................................................................................... 47
6.6.1. Aspects of data.............................................................................................................. 47
6.6.2. Dataset .......................................................................................................................... 47
6.6.3. Kinds of data ................................................................................................................. 47
6.6.4. Databases ...................................................................................................................... 48
7. Storytelling with data .................................................................................................................... 49
7.1. Ineffective graphics ............................................................................................................... 49
7.2. Five chapters ......................................................................................................................... 49
7.2.1. Understand the context ................................................................................................ 49
7.2.2. Choose an appropriate visual display ........................................................................... 50
7.2.3. Eliminate cutter............................................................................................................. 53
, 7.2.4. Focus attention where you want it ............................................................................... 55
7.2.5. Think like a designer...................................................................................................... 56
8. Introduction to Change Management .......................................................................................... 58
8.1. What is Change Management? ............................................................................................. 58
8.2. Benefits of integrated approach ........................................................................................... 58
8.2.1. Tips for integrating PM and CM .................................................................................... 58
8.3. Why does Change Management fail? ................................................................................... 59
9. Quality Management .................................................................................................................... 61
9.1. What is quality? .................................................................................................................... 61
9.2. What is Quality Management? ............................................................................................. 61
9.3. What is a quality system? ..................................................................................................... 61
9.4. Quality Management ............................................................................................................ 61
9.4.1. Norms ............................................................................................................................ 61
9.4.2. Quality inspection ......................................................................................................... 62
9.4.3. Quality control (≠ monitoring) ...................................................................................... 62
9.4.4. Quality assurance (≠ insurance) .................................................................................... 62
9.5. Total QM ............................................................................................................................... 62
9.6. Some developments in consumer market ............................................................................ 63
9.7. Technical developments ....................................................................................................... 63
9.8. Quality image ........................................................................................................................ 63
9.9. Product liability ..................................................................................................................... 63
9.10. Five approaches to quality ................................................................................................ 64
9.11. Some theories ................................................................................................................... 65
9.11.1. Taylorism ....................................................................................................................... 65
9.11.2. PDCA.............................................................................................................................. 65
9.11.3. Kaizen ............................................................................................................................ 65
9.11.4. 5S ................................................................................................................................... 66
9.11.5. JIT -Make or buy – CO-makership ................................................................................. 66
9.11.6. Certification................................................................................................................... 66
1. Overview & Project Life Cycle ......................................................................................................... 1
1.1. Project Management overview............................................................................................... 1
1.1.1. Project features............................................................................................................... 1
1.1.2. Is it a project? .................................................................................................................. 1
1.1.3. The success of a project .................................................................................................. 1
1.1.4. Project constraints .......................................................................................................... 2
1.1.5. The triple constraint........................................................................................................ 2
1.1.6. Project Management expertise ...................................................................................... 2
1.1.7. Application knowledge.................................................................................................... 2
1.1.8. Understanding project environment .............................................................................. 3
1.1.9. Management knowledge & skills .................................................................................... 3
1.1.10. Interpersonal skills .......................................................................................................... 3
1.2. Project Life Cycle ..................................................................................................................... 4
1.2.1. Framework for PM .......................................................................................................... 5
1.2.2. PMBOK ............................................................................................................................ 5
1.2.3. Scrum development overview ........................................................................................ 7
1.2.4. The project management office...................................................................................... 8
1.2.5. Culture and project management ................................................................................... 8
1.2.6. Project team challenges .................................................................................................. 8
1.2.7. Dealing with conflict ....................................................................................................... 8
2. Project Initiation & Planning (scope to budget).............................................................................. 9
2.1. Initiation phase ....................................................................................................................... 9
2.1.1. Clear objectives ............................................................................................................... 9
2.2. Project charter (***) ............................................................................................................... 9
2.3. Project planning .................................................................................................................... 11
2.3.1. Project requirements .................................................................................................... 12
2.3.2. Scope inputs .................................................................................................................. 13
2.3.3. Work Breakdown Structure (WBS) ............................................................................... 13
2.3.4. Scope statement ........................................................................................................... 15
2.4. Project schedule planning ..................................................................................................... 15
2.4.1. Defining activities .......................................................................................................... 15
2.4.2. Activity list ..................................................................................................................... 16
2.4.3. Milestones..................................................................................................................... 17
2.4.4. The network diagram .................................................................................................... 17
, 2.4.5. The critical path............................................................................................................. 18
2.4.6. The Gantt chart ............................................................................................................. 18
2.4.7. Estimating the resources .............................................................................................. 19
2.4.8. Estimating activity durations ........................................................................................ 19
2.4.9. Resource management ................................................................................................. 20
2.5. HR planning ........................................................................................................................... 20
2.6. Budget planning .................................................................................................................... 20
2.6.1. Estimating cost .............................................................................................................. 21
2.6.2. Managing the budget .................................................................................................... 22
2.6.3. Establishing a budget .................................................................................................... 22
3. SM & RM ....................................................................................................................................... 23
3.1. Stakeholder Management .................................................................................................... 23
3.1.1. Project stakeholders ..................................................................................................... 23
3.1.2. Politics of project .......................................................................................................... 25
3.1.3. Differences in culture .................................................................................................... 25
3.1.4. Managing stakeholders ................................................................................................. 26
3.1.5. Tools for managing stakeholders .................................................................................. 26
3.1.6. Looking for stakeholders? ............................................................................................. 27
3.2. Risk Management ................................................................................................................. 27
3.2.1. Risk identification.......................................................................................................... 27
3.2.2. Risk Breakdown Structure (RBS) ................................................................................... 28
3.2.3. Risk evaluation .............................................................................................................. 28
3.2.4. Risk Mitigation Plan ...................................................................................................... 28
3.2.5. Contingency Plan........................................................................................................... 28
3.2.6. Project Risk by phases ................................................................................................... 29
3.2.7. Free risk analysis tool .................................................................................................... 30
4. From Work Breakdown Structure to Gantt Chart ......................................................................... 31
4.1. Work Breakdown Structure .................................................................................................. 31
4.2. A negative definition ............................................................................................................. 31
4.3. Organisational chart.............................................................................................................. 31
4.4. List of project tasks + no verbs? ............................................................................................ 32
4.5. No sequencing....................................................................................................................... 32
4.6. Details and structure............................................................................................................. 32
4.6.1. Why is a code of accounts? ........................................................................................... 33
4.7. Is my WBS correct? ............................................................................................................... 33
4.8. Not a one-time document .................................................................................................... 33
, 4.9. Creating a WBS...................................................................................................................... 34
4.10. WBS Rule 1: Base it on the deliverables ........................................................................... 34
4.11. WBS Rule 2: Follow the 100% rule .................................................................................... 35
4.12. Project scheduling rules .................................................................................................... 36
5. Introduction to Information Managment ..................................................................................... 39
5.1. Activities ................................................................................................................................ 39
5.2. Activity description ............................................................................................................... 39
5.2.1. Make an activity description ......................................................................................... 40
5.3. Recognising activities, some rules ........................................................................................ 40
5.4. Data flow diagram ................................................................................................................. 40
6. Information Management ............................................................................................................ 41
6.1. The information ladder ......................................................................................................... 41
6.2. Model information provision ................................................................................................ 41
6.3. Kinds of information ............................................................................................................. 41
6.4. Eight quality aspects of information management .............................................................. 42
6.5. Organisation and Management ............................................................................................ 42
6.5.1. The organisation ........................................................................................................... 42
6.5.2. Three organisational flow ............................................................................................. 42
6.5.3. Control model ............................................................................................................... 43
6.5.4. Control model: concepts ............................................................................................... 43
6.5.5. Performance indicators................................................................................................. 44
6.5.6. Setting up the management loop ................................................................................. 44
6.5.7. Link to performance indicators ..................................................................................... 45
6.5.8. Management information............................................................................................. 46
6.5.9. Standard management information ............................................................................. 46
6.6. Data collection ...................................................................................................................... 47
6.6.1. Aspects of data.............................................................................................................. 47
6.6.2. Dataset .......................................................................................................................... 47
6.6.3. Kinds of data ................................................................................................................. 47
6.6.4. Databases ...................................................................................................................... 48
7. Storytelling with data .................................................................................................................... 49
7.1. Ineffective graphics ............................................................................................................... 49
7.2. Five chapters ......................................................................................................................... 49
7.2.1. Understand the context ................................................................................................ 49
7.2.2. Choose an appropriate visual display ........................................................................... 50
7.2.3. Eliminate cutter............................................................................................................. 53
, 7.2.4. Focus attention where you want it ............................................................................... 55
7.2.5. Think like a designer...................................................................................................... 56
8. Introduction to Change Management .......................................................................................... 58
8.1. What is Change Management? ............................................................................................. 58
8.2. Benefits of integrated approach ........................................................................................... 58
8.2.1. Tips for integrating PM and CM .................................................................................... 58
8.3. Why does Change Management fail? ................................................................................... 59
9. Quality Management .................................................................................................................... 61
9.1. What is quality? .................................................................................................................... 61
9.2. What is Quality Management? ............................................................................................. 61
9.3. What is a quality system? ..................................................................................................... 61
9.4. Quality Management ............................................................................................................ 61
9.4.1. Norms ............................................................................................................................ 61
9.4.2. Quality inspection ......................................................................................................... 62
9.4.3. Quality control (≠ monitoring) ...................................................................................... 62
9.4.4. Quality assurance (≠ insurance) .................................................................................... 62
9.5. Total QM ............................................................................................................................... 62
9.6. Some developments in consumer market ............................................................................ 63
9.7. Technical developments ....................................................................................................... 63
9.8. Quality image ........................................................................................................................ 63
9.9. Product liability ..................................................................................................................... 63
9.10. Five approaches to quality ................................................................................................ 64
9.11. Some theories ................................................................................................................... 65
9.11.1. Taylorism ....................................................................................................................... 65
9.11.2. PDCA.............................................................................................................................. 65
9.11.3. Kaizen ............................................................................................................................ 65
9.11.4. 5S ................................................................................................................................... 66
9.11.5. JIT -Make or buy – CO-makership ................................................................................. 66
9.11.6. Certification................................................................................................................... 66