Index. NOTE: Boldface numbers indicate illustrations or code listing; t indicates a table.

Transcription

1 Index A acceptance and approval of proposals, 46 acceptance of project at deployment and, 323 acceptance testing in, actual cost of work performed (ACWP), 237 agenda for meetings, , 150, , 453 approval of project, 95-96, , 140, 141 in project approach, 140, 141 in project plan, 128 signatories to, architecture and design, , 456, 457 as-is delivery to client, assumptions, in project proposal document, 44, 87 audience. See target audience of project B baselines, , 200, 201 benchmarking, 308 benefits of project, 413 determining, project definition, beta testing, 307 black-box testing in, 305, 305, 305 brainstorming, capturing ideas generated by, 32 categorizing ideas generated by, 33 communication and preparation for, 31 defining purpose of, 31 finalizing concepts generated by, 34 individual ideas and, prioritizing concepts generated by, 34 rules for, selecting generated categories for further, 33 summarizing and prioritizing categories generated by, 33 topics and categories defined for, 32 browser support, 51 budgeted cost of work performed (BCWP), 237 budgeted cost of work scheduled (BCWS), 237 budgeting. See costs and budgeting bugs, debugging, defect tracking process in, build process, 133 builds, monitoring and managing progress of, 236 bully and blackmailer managers, 373 burnout avoidance and, business case, 29 case study of OFIS project example, 410 determining and defining, 74 in project definition document, business management skills, 13 business requirements of project, case study of OFIS project example, 411 NOTE: Boldface numbers indicate illustrations or code listing; t indicates a table.

2 484 Index C C calendar selection, in scheduling, 173 Calendar view, in MS Project, 191, 191 canceled projects, Capability Maturity Model Integration (CMMI), 26 career plan, , 403, 481 career planning, case study, Office Fulfillment and Inventory System (OFIS) project, CD ROM, document templates on, , , 423 celebrating end of project, 341, change control board to approve changes, 130 change control process, 6, 60, , 131, , See also client expectations after completion of project, 331 budgeting and, 242 change control board to approve changes in, 130 change control process document for, 129, 447 change log for, 249, 250, 465 change request form for, 129, 249, 250, 464 client expectations and, deferring a change in, dependencies of tasks and, documenting all change requests in, 132, emergencies, crises and, emergency change requests (ECRs) in, , 253, 466 feature creep and, firing a client and, in project plan, 111 reasons for changes being requested, 130 scope creep and, small changes in, team member understanding of, change log, 249, 250, 465 change request form, 129, 249, 250, 464 changing management and, client acceptance agreement, , 324, 326, 472 client acceptance criteria, in project plan, 128 client acceptance meeting presentation document, 471 client expectations, See also change process control change control process and, discretionary, 189 emergencies, crises and, entering, in MS Project, external, 189 firing a client and, linking tasks in Calendar view for, in MS Project, 191, 191 linking tasks in Gantt Chart for, in MS Project, , 190, 191, 190 linking tasks in Network Diagram View for, in MS Project, 192, 192, 192 mandatory, 189 setting and managing, , 207 client references, 43 climbing the corporate ladder, closure, canceled projects and, celebrating end of project, 341, change requests, work orders, defect reports, 331 client relationship and, disbanding project team following, lessons-learned meeting for, point releases and, 331 process workflow in, , 330 project closure report for, , 340 project completion agreement for, , 343 support following, 329 training and, 330 coaching, 350, code complete milestone, 310 code review, 243 coding code complete milestone in, 310 code reviews in, 243 configuration management (CM) in, 134 defect tracking process in, error checking, 138 feature complete milestone in, 243 monitoring, 138 source control in, versioning in, 134 collaboration technique, in conflict management, 381 communication plan, 121 communication plan document, 121, 440 communication skills, 2-3, 10-11, , See also meetings communication plan in, 121, 440 documentation and, in, formal communication schedule and plan in, 122, 123 informal communication plan in, 123, 123 jargon and three letter acronym (TLA) syndrome, leadership and, , meetings and. See meetings monitoring and managing progress of, 236 negative phrasing and language in, open nature of, importance of, political correctness and, poor, indications of, 292 positive phrasing and language in, 272 presentations as. See presentations, 285 rules for communication, 124 status communications report in, 136

3 C - D Index 485 status reports in, , See also status reports verbal communication in, complex vs. simple projects in, concept approval, 36 concepts of project management, 1-18 configuration management (CM), 134 conflict management, 6, connection speeds, 51 constraints, 44, project definition, 88 risk management and, 254 triple constraints triangle in, , 219 consultants, 63 contingency budget, 241 contractors, contract labor, corporate and cultural information in project proposal document, 43 cost performance index (CPI), 237 cost variance (CV), 237 costs and budgeting, 60-61, 67-68, , actual cost of work performed (ACWP) in, 237 bonuses tied to, 101 budgeted cost of work performed (BCWP) in, 237 budgeted cost of work scheduled (BCWS) in, 237 categories of, 99 change control process and, 242 contingency budget in, 241 cost performance index (CPI) in, 237 cost variance (CV) in, 237 crashing in, 238 creating a budget for, 102 cuts in, 100 dependencies and, 241 earned value analysis in, 237 failing projects and, recognizing, fast tracking in, 238 final estimates and, 165 Gantt chart for tracking costs in, initial budget in, 98 input for, 98, 102 invoicing process and, meetings, costs associated with, , 280 monitoring and managing progress of, 235 moving money around in, 100 nonlabor costs in, 241 overbudget in, tips to control, overtime in, 238 percentage variance allowance in, phased implementation in, 238 project definition, realistic expectations in, 99 risk areas of, 242 schedule performance index (SPI) in, 237 schedule variance (SV) in, 237 scheduling and, , 178, 179 scope of project and, 241 staying within, surplus in, 102 timelines and, 99 tracking costs in, 67-68, , triple constraints triangle in, , 219 variable costs in, warning signs of trouble and, costs and payment details, 45 crashing, in budgeting, 238 creep, feature, creep, scope, crises. See emergencies, crises crisis management and leadership, 375 critical path and critical tasks, , 198, 199 customer support guide, 314 D database design and specification, , 458 deadlines. See also scheduling obstacles and delays, setting, 396 debugging. See bugs, debugging decision makers decision support system (DSS) plan in, in project definition document, 72-73, 72 decision support system (DSS), 136, , 438 in project approach, 136 defect reports, , 331 defect tracking process, , 450 defects, monitoring and managing progress of, 236 delays, delegation, , 396 deliverables, 22, 45, project plan, scheduling and, , 188 delivery dates, obstacles and delays, dependencies budgeting and, 241 change control process and, , discretionary, 189 external, 189 linking tasks in Calendar view for, in MS Project, 191, 191 linking tasks in Gantt Chart for, in MS Project, , 190, 191 linking tasks in Network Diagram View for, in MS Project, 192, 192 mandatory, 189 scheduling and, deployment, 23, 60, 124, acceptance of project and, 323 as-is delivery to client at, NOTE: Boldface numbers indicate illustrations or code listing; t indicates a table.

4 486 Index D - G deployment, continued client acceptance agreement in, , 324, 326 developing deployment plan for, 310, 441 finalizing plan for, handoff in, 318, 319, 323, 327 Internet projects, steps in, 322, 323 key elements in, 318 problems with project and, release notes and, 321 software project, steps in, 321, 322 status meetings for, 320 steps in, training and, 320 deployment plan document, 310, 441 Design for Six Sigma (DSS), 25 design phase, design process workflow, 157, 158 design reviews, design specification, designs and specifications, desktop projects, detailed task lists, 22, , 166, 460 development detailed task lists, , 166 development environment, 44, 115 development environment document, 435 development methodologies, 43 development phase, 22. See also project development, 205 development team, status report meeting for, difficult employees, disbanding project team, discretionary dependency, scheduling and, 189 DMADV process, 25. See also Six Sigma DMAIC process, 25. See also Six Sigma document templates, on CD ROM, , , 423 documentation, 4, change requests, 132 change, importance of, meeting minutes, minute taking during meetings, , 154 monitoring and managing progress of, 236 problem to be solved, 82 project documentation process in, 140, 140 proposed solution, 83 scope of project, 85, 85 dot.com companies, E earned value analysis, 237 effectiveness management, communications, emergencies, crises, emergency change requests (ECRs) in, , 253, 466 escalation procedures in, , 139 notification list for, 139, 139 status reporting and, 228 emergency change requests (ECRs), , 253, 466 empowerment of employees and, equipment, late delivery of, error checking, 138 escalation procedures, , 139, 452 estimate document, 429 estimating, 4-5 final estimates and, 165 help and input in, 35-36, high-level, how to generate, initial, how to generate, in project concept, 30, in project definition, 92 project manager s ability for, 93 Request for Information (RFI), 34, 37, 38, 41, 426 Request for Proposal (RFP), 34, 37, 38-41, 427 Request for Quotation (RFQ), 37-38, 425 template for, 36, 36 executive summary in project proposal document, 42 external dependency, scheduling and, 189 external projects, F facilitation, facilitators for meetings, failed projects canceled projects and, recognizing signs of, ten reasons for, 416 fast tracking, 238 feature complete milestone, 243 feature creep, feedback to employees, filtering, resource, , 223 final estimates, 22, 165 finish dates, scheduling and, 172 firing a client, Ford, 26 formal communication schedule and plan, 122, 123 functional requirements, 21, , 436 G Gantt charts, 177, , 190, 191 budget/cost tracking using, General Electric, 26 goals of a project, 73, 76. See also objectives of project graphical user interfaces (GUIs), 51 greenlighting of project, 46-47, 69 growth of organization,

5 H-L Index 487 H hand off, 318, 319, 323, 327. See also closure; deployment hardware architecture design, 21 hardware as resources, hardware projects, lifecycle of, 53-58, 54-57(t) harassment, political correctness and, help content for product, 309 hierarchical management, 15-16, 16 high level schedule, 116 human resources. See people resources hurry up and wait syndrome, I implementation phase, phased implementation in, 238 in-scope. See scope of project industry standard PM methodologies and processes, informal communication plan, 123, 123 initiation of project, concept approval in, 36 greenlighting of project in, 46-47, 69 planning phase in, project characteristics and (kinds of projects), complex vs. simple projects in, desktop vs. Internet projects in, internal vs. external, short vs. long-term projects in, 47 software vs. hardware projects in, 53-58, 54-57(t) project concept in, benefits listing for, brainstorming in, business case in, 29 description of, 30 initial estimates in, 30, See also estimating proposal for projects in, 28-29, acceptance and approval of, 46 assumptions in, 44 client references in, 43 constraints, limitations, risks in, 44 corporate and cultural information in project proposal document for, 43 costs and payment details in, 45 development environment for, 44 development methodologies and processes in, 43 executive summary in project proposal document for, 42 greenlighting of project in, 46-47, 69 milestones and deliverables in, 45 phases of proposed project in, 45 previous projects and clients list in, 43 problem definition in, 44 project proposal document in, proposed solutions in, 44 quality assurance and test processes in, 43 Request for Information (RFI), 34, 37, 38, 41, 426 Request for Proposal (RFP), 34, 37, 39-41, 427 Request for Quotation (RFQ), 37-38, 425 submissions and requests in, 46 team description in, 45 terms and conditions in, 45 resources defined for, stakeholders defined for, workflow through, 29, 29 integration and testing , code complete milestone in, 310 deployment plan development in, 310 help content for product in, 309 operational support plan development in, optimization of product in, 309 process workflow for, , 298 quality assurance (QA) and quality control (QC), service-level agreement (SLA) in, 315 training plan development in, 314 integration testing, 306 internal development, 59 internal projects, International Organization for Standardization (ISO 9000/1400), 26 Internet projects, deployment and, steps in, 322, 323 interrogator managers vs., 374 invoicing process, for accurate budget tracking, it is not my fault managers, J jargon and three letter acronym (TLA) syndrome, K key business requirements, case study of OFIS project example, 411 kick-off. See project kick-off, 143 kick-off meeting, agenda for, , 150, 453 kick-off meeting minutes, 455 kick-off meeting presentation, 454 Kodak, 26 L layoffs, leadership and management, 9-10, attitude in, 351 bully and blackmailer managers vs., 373 burnout avoidance and, NOTE: Boldface numbers indicate illustrations or code listing; t indicates a table.

6 488 Index L - M leadership and management, continued changing management and, characteristics of, coaching in, 350, collaboration technique and, in conflict management, 381 communication skills and, , , conflict management and, crisis management and, 375 deadline setting and, 396 delegation and, , 396 difficult employees and, effectiveness management and, empowerment of employees and, feedback to employees and, growth of organization and, interrogator managers vs., 374 it is not my fault managers vs., matrix management in, 16-18, 17 meetings and, 281 micromanagers vs., 374 mixed management structure in, 18 motivating team members through, open door policy and, in conflict management, participation of team members and, performance reviews and, personal development plans and, , 359 personal problems and, 352 political correctness and, poor-me managers vs., 373 prioritizing and, problems with team members and, dealing with, procrastination and, 397 recognition and advancement of team members through, 363 responsibility of, rewarding good performance and, self-directed initiatives and, in conflict management, skills required for, 351 stress and, 353, styles of management and, supervisors, dealing with your own supervisors, teams and, time management and, traditional (hierarchical) management in, 15-16, 16 training and, trust and, lessons-learned agenda, 332, 332, 473 lessons-learned meeting, agenda for, 332, 332, 473 capturing issues in, 333 case study of OFIS project example, 414 categories defined for, 333 categorizing issues in, discussing issues in, 334 plan for, 337, 337, 474 prioritizing issues in, 334 process for, , 335 rules for, 333 summarizing categories in, 334 summary presentation in, 334 tactical plans for, , 336, 475 lessons-learned plan, 337, 337, 474 lessons-learned tactical plan, 336, 475 leveling in scheduling, 173, , 197, 224 lifecycle of project, 19-24, 20, 129 deployment phase in, 23 design phase in, development phase in, 22 integration phase in, managing each step in, phases of, 19-20, 20 planning phase in, post deployment phase in, project approach, 129 software vs. hardware projects, 53-58, 54-57(t) limitations on project, 44 long-term projects, 47 M management style, 2, 6, , , See also leadership and management mandatory dependency, scheduling and, 189 Marketing Requirements Document (MRD), 96-98, 431 matrix management, 16-18, 17 measurement plan, 127, 127, 445 measuring quality, measurement plan for, 127, 127, 445 measuring success of a project, 15 meetings, agenda for, , 453 cost of, , 280 equipment and props needed for, facilitation, facilitators for, kick-off meeting for, latecomers to, leadership and direction in, 281 lessons-learned type. See lessons-learned meeting minute taking during, , 154, , 455 necessity for, determining, participants in, participation in, planning for, power of, harnessing of,

7 M - P Index 489 presentations during, , 151, process workflow for, , 277 purpose and goals of, resistance to, overcoming, 275 snacks and refreshments for, 147 status report, staying on track with, time allocated for, 147 tone of, , virtual employees and, 147 methodologies of PM, industry standard, International Organization for Standardization (ISO 9000/1400) as, 26 lifecycle, 19-24, 20 Project Management Institute (PMI), body of knowledge (PMBOK) as, 25 Six Sigma as, Software Engineering Institute (SEI) Capability Maturity Model Integration (CMMI), 26 micromanagers vs., 374 milestones, 22, 45, code complete milestone in, 310 feature complete milestone in, 243 monitoring and managing progress of, 235 project plan, scheduling and, , 188 minute taking during meetings, , 154, , 455 mission statements, 4 mixed management structure, 18 money as resource, monitoring and managing progress, monitoring and reporting, 138, 451 motivation for employees, N negative phrasing and language in communications, network and system architecture and design in, , 456 Network Diagram View, in MS Project, 192, 192 network diagrams or PERT charts for, 177 notification list for emergencies, crises, 139, 139 O objectives of project, See also goals of a project identifying, 76 obstacles and delays, open door policy and, in conflict management, operating system support, 51 operational support, customer support guide in, 314 operations document in, plan development in, release notes in, 314 system administrator guide in, 312 technical support guide in, 313 user guide in, operations document, operations plan document, 125, 442 optimization of product, 309 organizational processes document, 449 organizational skills, 8-9 organizational structures, 15-18, 94, 95 changing management and, growth of organization and, matrix management in, 16-18, 17 mixed management structure in, 18 project 94, 95 project plan, 114, 114 traditional (hierarchical) management in, 15-16, 16 out-of-scope. See scope of project outline numbers for schedule tasks, in MS Project, 182, 183 outside resource profile, 114, 114 overtime, in budgeting, 238 P participation in meetings/team, , payment details, 45 people management skills, 10 people resources, burnout avoidance and, changing management and, coaching in, 350, collaboration technique and, in conflict management, 381 conflict management and, consultants in, 63 contractors, contract labor, difficult employees and, effectiveness management and, empowerment of employees and, failing projects and, recognizing, feedback to employees and, growth of organization and, internal resources as, 63 layoffs, upheavals in, leveling of, 224 motivation for, open door policy and, in conflict management, performance reviews and, personal development plans and, , 359 political correctness and, NOTE: Boldface numbers indicate illustrations or code listing; t indicates a table.

8 490 Index P people resources, continued problems with team members and, dealing with, recognition and advancement, 363 Resource Usage View of, in MS Project, , 196 rewarding good performance and, roles and responsibilities in, 61-62, , 115 scheduling and, , self-directed initiatives and, in conflict management, skills assessment in, 112, 113 staffing plan in, training and, triple constraints triangle in, , 219 vendors in, 63 warning signs of trouble and, workload management in, , percentage variance allowance, in budgeting, performance reviews, performance testing, personal development plan, 4, , 359, , 479 personal growth and development, burnout avoidance and, career planning and, climbing the corporate ladder in, improvement areas for yourself, new skill development in, personal development plan in, procrastination and, 397 stress and, task list process workflow and, , 398 time management and, personal time log, , 396, 480 PERT charts for, 177 phased implementation in, 238 phases of project lifecycle. See lifecycle of project planning phase, 20-21, 28-29, importance of planning in, point releases, 331 political correctness, poor-me managers vs., 373 positive phrasing and language in communications, 272 post deployment phase in, PowerPoint presentation (blank), 285, 286, 468 prerequisites for project, 86 presentations, 3-4, 14, , 151, attitude during, backup plan for, 287 creating, needs for, PowerPoint for, 285, 286 public speaking fears and, question and answer period during, 289 rehearsing, 287 support materials for, 287 tips for, 288 tools for, 286 prioritizing tasks, scheduling and, 173 problem definition, 44 case study of OFIS project example, documenting, 82 project definition and, problems with team members, dealing with, problems. See emergencies, crises procrastination, 397 wait and hurry up syndrome in, progress monitoring and management, project approach, 20, 21, 105, , 446 approval of project in, 140, 141 change control process in, , 131 client processes in, 135 contents of, decision support system (DSS) process in, 136 defect tracking process in, escalation procedures in, , 139 lifecyle described in, 129 monitoring and reporting in, 138 organizational processes in, 135 project documentation process in, 140, 140 special processes or considerations in, 138 status reporting process in, technical processes in, vendor processes in project characteristics, 14-15, complex vs. simple projects in, desktop vs. Internet projects, internal vs. external, short- vs. long-term projects in, 47 software vs. hardware projects in, 53-58, 54-57(t) project closure meeting presentation document, 477 project closure report, , 340, 476 project completion agreement, , 343, 478 project concept benefits listing for, brainstorming in, business case in, 29 description of, 30 initial estimates in, 30, See also estimating project definition document, 20, 21, 69-71, 430 approval of, assumptions listed in, 87 benefits of project listed in, business case in, client name in, 71 constraints listed in, 88 contents of, 70 decision makers listed in, 72-73, 72 document for, 71-84

9 P Index 491 estimates in, 92 goals of a project, 73 key business requirements in, organizational structure in, 94, 95 prerequisites listed in, 86 problem definition in, project description and goals in, 73 project name and codenames in, 71 project objectives listed in, proposed solutions in, risks listed in, scope of project in, 83-86, 84 target audience listed in, time and costs, project design, contents of, 159 database design and specification in, design process workflow in, 157, 158 design reviews in, designs and specifications in, development detailed task lists in, , 166 final estimates in, 165 network and system architecture and design in, scope of project in, 159 software system architecture and design in, technical design and specification in, 162 user interface (UI) design and specification in, project development, , 206 client expectations in, code and security review in, 243 constraints, costs and budgeting in, feature complete milestone in, 243 monitoring and managing progress in, schedule updating in, scope of project and, status reports in, workflow in, , 206, 207 workload management in, , project documentation. See documentation project initiation. See initiation of project project kick-off, , 143 kick-off meeting for, agenda for, , 150 equipment and props needed for, minute taking during, , 154 participants in, preparing for, presentations during, , 151 snacks and refreshments for, 147 staying on track with, time allocated for, 147 tone of, virtual employees and, 147 team building in, project lifecycle presentation document, 424 project manager s role, 1-7 business management skills in, 13 communication skills in, 2-3, conflict and change management skills in, 6 contributing to company s management team and, 6 documentation skills in, 4 dual roles of project manager and, 7 employee role of, 7 estimation skills in, 4-5 leadership skills in, 9-10 management skills in, 2 management structures and, 6 organizational skills in, 8-9 people management skills in, 10 presentation and reporting skills in, 3-4, 14 scheduling skills in, 5-6 skills required for, 8-14 technical/specialized knowledge skills in, time management skills in, toolkit for project managers, 14, types of managers, 2 Project Management Institute (PMI), body of knowledge (PMBOK), 25 project plan, 20, 21, , 433 approval of project in, 128 changes since project definition approval in, 111 client acceptance criteria in, 128 communication plan in, 121 communication rules in, 124 contents of, 110 creation of, 105, 111 decision support system (DSS) plan in, deliverables and milestones in, deployment plan in, 124 development environment in, 115 formal communication schedule and plan in, 122, 123 functional requirements in, high-level schedule in, 116 informal communication plan in, 123, 123 measurement plan for, 127, 127 operations plan in, 125 organizational structure in, 114, 114 outside resource profile for, 114, 114 project definition Overview in, 111 quality assurance (QA) plan in, quality management and, risk management plan for, roles and responsibilities in, 115, 115 staffing plan in, steering committee and stakeholders list in, 121, 122 technical requirements in, training plan in, NOTE: Boldface numbers indicate illustrations or code listing; t indicates a table.

10 492 Index P - R project proposal document, 28, 41-47, 428. See also proposals for projects project review meeting presentation, 463 project schedule, see also scheduling skills project scheduling. See scheduling skills project success, five keys to, proposal for project, 4, 28-29, acceptance and approval of, 46 assumptions in, 44 client references in, 43 constraints, limitations, risks in, 44 corporate and cultural information in project proposal document for, 43 costs and payment details in, 45 development environment for, 44 development methodologies and processes in, 43 executive summary in project proposal document for, 42 greenlighting of project in, 46-47, 69 milestones and deliverables in, 45 phases of proposed project in, 45 previous projects and clients list in, 43 problem definition in, 44 project proposal document in, proposed solutions in, 44 quality assurance and test processes in, 43 Request for Information (RFI), 34, 37, 38, 41, 426 Request for Proposal (RFP), 34, 37, 39-41, 427 Request for Quotation (RFQ), 37-38, 425 submissions and requests in, 46 team description in, 45 terms and conditions in, 45 proposed solutions of project, 44 case study of OFIS project example, documenting, 83 in project definition, public speaking fears and presentations, Q quality assurance (QA), 22, 43, 51, , See also testing acceptance testing in, benchmarking in, 308 beta testing in, 307 defect reports in, defect tracking process in, development teams and, integration testing in, 306 measurement plan for, 127, 127 monitoring and managing progress of, organization for, , 301 performance testing in, process of, , 302 project plan, quality assurance plan document, 439 quality control (QC) vs., quality risk assessment document for, 304, 469 regression testing in, risk assessment and, 304 role of, 300 security testing in, 309 test cases in, 303 test matrix in, 302 test plan in, 302 test scripts in, 303 testing for, 300, , traceability matrix in, 303 usability testing in, 307 warning signs of trouble and, white-box vs. black-box testing in, 305, 305 quality control (QC), See also quality assurance (QA) quality management, checks and balances in, client s perception of, measurable vs. nonmeasurable outcomes in, 107, 107 measuring quality for, methodologies for, 109 planning for quality in, reviews in, quality risk assessment document, 469 question and answer period during presentation, 289 R recommended reading, 418 regression testing in, release notes, 314, 321 releases, monitoring and managing progress of, 236 reporting skills, 3-4. See also presentations status reporting process in, Status Reports in, Request for Information (RFI), 34, 37, 38, 41, 426 Request for Proposal (RFP), 34, 37, 39-41, 427 Request for Quotation (RFQ), 37-38, 425 resources, 60-68, , See also people resources; scheduling costs and budgeting in, critical path and critical tasks in, , 198, 199 equipment as, filtering of, , 223 leveling in, 224 money as, monitoring and managing progress of, 235 outside resource profile for, 114, 114 people as, resource filtering in, , 223 Resource Usage View of, in MS Project, , 196

11 R - S Index 493 scheduling and, , 178, 179, , time as, triple constraints triangle in, , 219 types of, 60 workload management in, , resource graphs for scheduling, 177 resource sheets for scheduling, 177, 178, 179 resource usage chart for scheduling, 177 Resource Usage View of, in MS Project, , 196 return material authorization (RMA), 314 return on investment (ROI), 28 reviews code, 243 design, quality, security, 243 rewarding good performance, risk action plan, 126, 255 risk log, 126, 127, 254, , 257, 467 risk management, 44, 88-92, , analyzing risks in, 126, 255, 255 categories of risk in, 91 change control process and, constraints and, 254 failing projects and, recognizing, hurry up and wait syndrome in, identifying risks in, 89-92, 126, , 254 matrix for, 90, 90 obstacles and delays in, planning for, 89 prioritization of risks in, 126 project definition listing of, quality risk assessment and, 304 recognizing and evaluating risks in, 88-92, 126, risk action plan for, 126, 255 risk log, 126, 127, 254, , 257, 467 root cause analysis in, schedule overrun in, wait and hurry up syndrome in, warning signs of trouble and, risk management plan document, 444 risk matrix, 90, 90 role of project manager. See project manager s role roles and responsibilities of team/stakeholders, 61-62, , 115 root cause analysis, rules for communication, 124 S schedule performance index (SPI), 237 schedule variance (SV), 237 scheduling, 5-6, , , actual cost of work performed (ACWP) in, 237 backup file for, in MS Project, 174 baselines in, , 200, 201 budgeted cost of work performed (BCWP) in, 237 budgeted cost of work scheduled (BCWS) in, 237 calendar for, 173 change control process and, , code complete milestone in, 310 costs entered into, creation of schedule and, workflow diagram for, 169, 169 critical path and critical tasks in, , 198, 199 current date in, 173 dependencies in, development detailed task lists in, , 166 duration of tasks in, in MS Project, , 187 failing projects and, recognizing, fast tracking in, 238 file created for, in MS Project, , finish dates in, 172 first-level tasks in, in MS Project, , 184, 185 Gantt charts for, 177 high-level schedule in, 116 hurry up and wait syndrome in, information needed before starting, 170 leveling in, 173, , 197, 224 linking tasks in Calendar view for, in MS Project, 191, 191 linking tasks in Gantt Chart for, in MS Project, , 190, 191 linking tasks in Network Diagram View for, in MS Project, 192, 192 Microsoft Project software for, 168 milestones and deliverables in, , 188 monitoring and managing progress of, 235 network diagrams or PERT charts for, 177 obstacles and delays, options selection for, in MS Project, 176, 176 organizational skills in, 8-9 outline numbers for, in MS Project, 182, 183 overrun in, phased implementation in, 238 prioritizing tasks in, 173 project schedule in, remote or virtual employees and, resource filtering in, , 223 resource graphs for, 177 resource sheets for, 177, 178, 179 resource usage chart for, 177 Resource Usage View of, in MS Project, , 196 resources added to tasks in, , resources entered into, saving file for, in MS Project, , 174 schedule from dates in, 172 NOTE: Boldface numbers indicate illustrations or code listing; t indicates a table.

12 494 Index S - T scheduling, continued schedule performance index (SPI) in, 237 schedule variance (SV) in, 237 second-level and subtasks in, in MS Project, , 186 shared team members, multiple projects and, start dates in, 172 status date in, 173 task usage charts for, 177 templates for, in MS Project, , 202, 203 tools for, tracking Gantt charts for, 177 triple constraints triangle in, , 219 updating, updating, in MS Project, 175, 175 views of, in MS Project, , 177 wait and hurry up syndrome in, warning signs of trouble and, work breakdown structure (WBS) in, , 180, 181, 182 Working Time calendars in, 193 workload management in, , scope creep, scope of project, 83-86, 84, 159, budgeting and, 241 defining, 84 designs and specifications, documenting, using system diagram, 85, 85 feature creep and, in scope vs. out of scope, network and system architecture and design in, scope creep in, system diagram for, 85, 85 target audience and, 80 warning signs of trouble and, security, 60 security reviews in, 243 security testing in, 309 self-directed initiatives, in conflict management, service level agreement (SLA), 315, 470 short- vs. long-term projects in, 47 simple projects in, Six Sigma, skills assessment, 112, 113 skills required for effective PM, See also project manager s role software architecture design, 21 Software Engineering Institute (SEI), 26 software for project management, software projects, 53-58, 54-57(t) deployment and, 321, 322 lifecycle of, 53-58, 54-57(t) software system architecture and design in, , 457 solution. See proposed solutions source control, speaking fears and presentations, specifications, staffing plan, , 434 contents of, 112 general information in, 112 skills assessment in, 112, 113 staffing profile in, 112, 113 stakeholders in project, 58-60, 121, 122 change management and, 60 deployment phase, 60 groups and subgroups of, internal development in, 59 security in, 60 status reporting to, steering committee in, 59 start dates, scheduling and, 172 statement of work (SOW), 103, 432 status communication form, 232, 233, 462 status communications report, 136 status meetings, deployment and, 320 status report form, , , 227, 461 status reporting, , contents of, design of, development team meeting for, input for, from team members, meetings for, monitoring and managing progress of, 235 stakeholders and, status communications report in, 136 status report form for, , , 227, 461 status reports in, , urgent issues outside of status reporting cycle, 228 written status communication form for, 232, 233 steering committee, 59, 121, 122 stress and leadership ability, 353, styles of management, 2, 6, , , successful projects, five keys to, supervisors, dealing with your own supervisors, system administrator guide, 312 system architecture and design in, , 456, 457 T tactical plans, lessons-learned, , 336 target audience of project, identifying, scope of project and, 80 task lists, 22 task usage charts for scheduling, 177 tasks. see scheduling team charters, 4 team development, , , 348 technical design and specification, 162, 458

13 T - Y Index 495 technical processes, , 448 build process in, 133 configuration management (CM) in, 134 source control in, versioning in, 134 technical requirements, 21, , 437 technical support guide, 313 technical/specialized knowledge skills, templates for CD ROM documents, , , 423 templates for scheduling, in MS Project, , 202, 203 terms and conditions, 45 test cases, 303 test matrix, 302 test plan, 302 test scripts, 303 testing, 43, , See also quality assurance (QA) acceptance testing in, benchmarking in, 308 beta testing in, 307 defect reports in, integration testing in, 306 Internet projects, performance testing in, regression testing in, security testing in, 309 test cases in, 303 test matrix in, 302 test plan in, 302 test scripts in, 303 traceability matrix in, 303 usability testing in, 307 white-box vs. black-box testing in, 305, 305 Texaco, 26 three letter acronym (TLA) syndrome, time management, 11-12, 66-67, See also scheduling deadline setting and, 396 delegation in, 396 personal growth and development, personal time log and, , 396, 480 prioritizing and, , 395 procrastination and, 397 project definition, task list process workflow and, , 398 time as resource and, timelines, obstacles and delays along, tools for PM, 14, traceability matrix, 303 tracking costs. See budgeting tracking Gantt charts for scheduling, 177 traditional (hierarchical) management, 15-16, 16 training, , coaching and, 350, new skill development in, ongoing, 330 training plan in, , 314, 443 training manual document, 469 training plan document, , 314, 443 triple constraints triangle, , 219 trust and management, U U.S. Air Force, 26 United Parcel Service (UPS), 26 usability testing, 307 user guide, user interface (UI) design and specification in, , 459 V variable costs in budgeting, vendors, 63 verbal communication, versioning, 134. See also source control virtual employees meetings and, 147 scheduling, W wait and hurry up syndrome, warning signs of trouble, white-box vs. black-box testing in, 305, 305 work breakdown structure (WBS), , 180, 181, 182 work orders, 331 Working Time calendars, 193 workload management, , written status communication form, 232, 233 Y Y2K bug fixes, NOTE: Boldface numbers indicate illustrations or code listing; t indicates a table.

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