Index


A

  • AC (actual cost), 415
  • acceptance criteria
    • in scope statement, 86
    • as WBS components, 141
  • accountability
    • distinguishing, 264–265
    • maintaining, 272–274
  • accounting software, 400
  • accuracy
    • defined, 232
    • improving
      • for expenditure data, 329
      • for schedule performance data, 319–320
      • for work-effort data, 324–325
  • achieved power, 366
  • action verbs, using to title activities, 120–121
  • active listening, 342–344
  • activities
    • considerations for, 436
    • critical paths and, 318
    • defined, 121, 315
    • determining, 160–161
    • estimating activity durations, 172–176
    • float, 151
    • Gantt charts, 59, 176–179, 199
    • included as WBS components, 140
    • in network diagrams, 147
    • ordering, 161
    • performing simultaneously, 168–172
  • activity list, 176–179
  • activity performance, as a limitation type, 107
  • activity-in-box precedence diagramming method, 148–149
  • activity-on-arrow approach, 149
  • activity-on-node technique, 148–149
  • actual cost (AC), 415
  • ad hoc team meetings, 357
  • adaptability, as a principle of PMBOK 7, 22–23
  • Adjourning stage, in Tuckman Ladder model, 302
  • administrative issues, handling, 381
  • Agile Manifesto (website), 395
  • Agile project management
    • about, 24, 56, 394
    • compared with traditional Waterfall project management, 397–398
    • drivers of, 394–395
    • implemented through Scrum, 396–397
  • Agile Project Management For Dummies (Layton), 397
  • agreements, as artifacts, 60
  • allocations, planning initial, 198–200
  • allowable payback period, 48
  • analyzing
    • expenditures, 328–329
    • interest of stakeholders, 82–83
    • network diagrams, 149–156
    • performance, 312
    • power of stakeholders, 82–83
    • projects, 50
    • return on investment (ROI), 47
    • risks, 229–234
    • schedule performance, 316–317
    • work effort expended, 325–326
  • announcing projects, 305
  • annual budget, 97
  • applying
    • earned value management (EVM) to projects, 421–424
    • strategies, 167–172
  • arrow diagram, 149
  • arrows, in network diagrams, 148–149
  • artifacts, identifying, 54–60
  • Asana, 321
  • ascribed power, 366
  • assessing
    • expenditures, 328–329
    • interest of stakeholders, 82–83
    • network diagrams, 149–156
    • performance, 312
    • power of stakeholders, 82–83
    • projects, 50
    • return on investment (ROI), 47
    • risks, 229–234
    • schedule performance, 316–317
    • work effort expended, 325–326
  • assigning projects, 265–276
  • assumption list, 49
  • assumptions
    • considerations for, 435
    • documenting, 109–110
    • in scope statement, 86
  • authority
    • compared with responsibility, 265
    • delegation of, 268–270
    • distinguishing, 264–265
  • automated impact assessments, 234
  • availability
    • factoring into estimates, 193, 194
    • as a resource characteristic, 174
  • avoidance, as a risk management strategy, 236

B

  • backing into schedules, 166–167
  • backlog, 396
  • backlog grooming, 396
  • backlog refinement, 396
  • back-to-front approach, 159
  • backward pass, 153–156
  • bar chart, 176–179
  • Basecamp, 321
  • baselines, as artifacts, 59
  • beak points, 125
  • Bellu, Renato (author)
    • Microsoft Dynamics 365 For Dummies, 403
  • bid documents, as artifacts, 60
  • blogs, 409
  • bottom-up approach, 129, 130, 215–217
  • boxes, in network diagrams, 148–149
  • brainstorming, 129, 130
  • bubble-chart format, 134–136
  • budgets
    • as artifacts, 59
    • defined, 210
    • needs for, 109
    • refining, 213–214
    • stages of, 212–213
  • building
    • documents during project charter development, 49–50
    • goals, 295
    • hierarchy of charts, 282
    • network diagrams, 162–164
    • personal power/influence, 365–368
    • project charter, 45–50
    • project schedule, 164–172
    • responsibility assignment matrix (RAM), 280–281
    • risk management strategies, 236–237
    • stakeholder registers, 64–73
    • team goals, 295
    • team member motivation, 368–373
    • teams, 293–302
    • work breakdown structure (WBS), 121, 127–138
  • business cases
    • as artifacts, 58
    • proposing projects in, 43–45
  • business graphics and presentation software, 399
  • business requirements document, 87

C

  • capacity, as a resource characteristic, 174
  • capital appropriation plan, 98
  • Carrying Out the Work stage, 14
  • categories
    • for projects, 130–132
    • ranking, 230
    • for stakeholder registers, 65–67
  • change, as a principle of PMBOK 7, 23–25
  • change control plans, as artifacts, 58
  • change models, 55–56
  • change orders, as artifacts, 60
  • change requests
    • about, 335
    • responding to, 336–337
    • scope creep and, 337–338
  • charge codes, 304
  • Cheat Sheet (website), 4
  • checking inferences, as an active listening technique, 344
  • chief information officer (CIO), 73
  • choosing
    • immediate predecessors, 158–159
    • mediums for communication, 344–350
    • risks to manage, 235–236
    • tracking systems, 303–304
    • vehicles
      • to support expenditure tracking systems, 330
      • to support schedule tracking systems, 320–322
      • to support work-effort tracking systems, 323–324
  • Churchill, Winston, 36
  • CIO (chief information officer), 73
  • clarifying project benefits, 369–370
  • classical approach, 149
  • clients, as external stakeholders, 66
  • Closing the Project stage
    • about, 15, 377–378
    • handling administrative issues, 381
    • planning, 378–381
    • project retrospective, 384–389
    • providing transitions, 381–383
    • thinking ahead about, 378–381
  • cloud, 400, 408
  • cloud storage, 400, 408
  • code of ethics, 36–39
  • collaborators, as external stakeholders, 66
  • collecting
    • expenditure data, 329
    • ideas for projects, 42–45
    • schedule performance data, 318–319
    • work-effort data, 322–323
  • commitment
    • estimating needed, 189–197
    • getting from team members, 259
    • increasing, 369–370
  • communication
    • about, 339–340
    • about risks, 237–238
    • basics of, 340–344
    • choosing mediums for, 344–350
    • holding key project meetings, 355–358
    • listening actively, 342–344
    • meetings, 346–350, 355–358
    • models for, 54–55
    • one-way compared with two-way, 341–342
    • preparing communications management plans, 358–359
    • preparing written progress reports, 350–355
    • processes of, 296, 341
    • project dashboards, 354–355
    • using social media to support, 411–412
    • written reports, 345–346
  • communications management plan
    • as artifacts, 58
    • preparing, 358–359
  • comparing Agile and traditional approaches, 397–398
  • completed, approved project budget, 213
  • complexity, as a principle of PMBOK 7, 20–22
  • component title, as WBS components, 140
  • computer software, using effectively, 398–407
  • conditional work, 124–125
  • confirming
    • authority of stakeholders, 80–82
    • participation in projects, 288–291
  • conflict resolution, 297–300
  • consequences, estimating extent of, 232–234
  • constraints
    • considerations for, 435
    • in scope statement, 86
  • content, in communications management plan, 359
  • contingency plan, 140
  • contractors, as external stakeholders, 67
  • contracts
    • about, 87
    • as artifacts, 60
    • issuing, 127
  • contributed funds, 92
  • control process
    • about, 311
    • in action, 330–335
    • change requests, 335–338
    • controlling, 312–314
    • establishing project management information systems (PIMS), 314–330
    • formalizing, 331–332
    • identifying
      • causes of delays/variances, 333–334
      • corrective actions, 334
    • monitoring
      • about, 312–314
      • expenditures, 327–330
      • schedule performance, 315–322
      • work effort, 322–326
    • rebaselining, 334–335
    • scope creep and, 337–338
  • controlling
    • accountability, 272–274
    • administrative issues, 381
    • expenditures, 327–330
    • projects, 446–447
    • risk, 222–223, 234–238
    • schedule performance, 315–322
    • team member motivation, 368–373
    • work effort, 322–326
  • coordinating assignments across multiple projects, 202–205
  • corrective actions
    • identifying, 334
    • taking, 312
  • cost performance index (CPI), 416
  • cost variance (CV), 415
  • cost-benefit analysis
    • about, 96
    • performing, 46–48
  • CPM (Critical Path Method), 151
  • creating
    • documents during project charter development, 49–50
    • goals, 295
    • hierarchy of charts, 282
    • network diagrams, 162–164
    • personal power/influence, 365–368
    • project charter, 45–50
    • project schedule, 164–172
    • responsibility assignment matrix (RAM), 280–281
    • risk management strategies, 236–237
    • stakeholder registers, 64–73
    • team goals, 295
    • team member motivation, 368–373
    • teams, 293–302
    • work breakdown structure (WBS), 121, 127–138
  • Critical Path Method (CPM), 151
  • critical paths
    • about, 151–152
    • activities and, 318
    • determining, 152–153
  • customers, as external stakeholders, 66

D

  • Daily Scrum, 396–397
  • daily stand-up, 396–397
  • dashboard format, for progress reporting, 59
  • data collection, in communications management plan, 359
  • data gathering and analysis, 56
  • database software, 321, 399
  • David, Shirley (author)
    • Diversity, Equity & Inclusion For Dummies, 373
  • deadlines, 145–146
  • decision trees, for risk management, 233–234
  • decision-making, operating processes and, 297
  • decomposition, 67, 115
  • defining
    • earned value management (EVM), 414–420
    • organizational structures, 246–252
    • risk, 222–223
    • risk management, 222–223
    • scope, 86–90
    • social media, 408–409
    • team operating processes, 296–297
  • delays, identifying causes of, 333–334
  • delegation, 266–271
  • deliverables
    • defined, 115, 121
    • focusing on results when naming, 120
    • in scope statement, 86
  • deliverables-activities hierarchy, 121–124
  • delivery, tailoring, 51–54
  • demonstrating project feasibility, 370–371
  • denial approach, 237
  • detailed budget estimates
    • about, 213
    • determining project costs for, 215–218
  • detailed thinking, 114–115
  • determining
    • activities, 160–161
    • critical paths, 152–153
    • earliest finish date, 152–153
    • earliest start dates, 152–153
    • earned values of tasks, 425–428
    • factors affecting duration estimates, 173
    • latest finish date, 153–156
    • latest start date, 153–156
    • noncritical paths, 152–153
    • non-personnel resource needs, 208–210
    • precedence, 156–159
    • project costs for detailed budget estimates, 215–218
    • reasons for observed variances, 420
    • slack times, 153–156
    • types of stakeholders, 73–79
    • underlying factors, 173
  • developing
    • documents during project charter development, 49–50
    • goals, 295
    • hierarchy of charts, 282
    • network diagrams, 162–164
    • personal power/influence, 365–368
    • project charter, 45–50
    • project schedule, 164–172
    • responsibility assignment matrix (RAM), 280–281
    • risk management strategies, 236–237
    • stakeholder registers, 64–73
    • team goals, 295
    • team member motivation, 368–373
    • teams, 293–302
    • work breakdown structure (WBS), 121, 127–138
  • Dionisio, Cynthia Snyder (author)
    • Microsoft Project 2019 For Dummies, 159
    • Microsoft Project For Dummies, 403
  • direct costs, 211
  • discount rate, 48
  • discretionary dependencies, 158
  • displaying
    • project schedule, 176–179
    • stakeholder registers, 79–80
    • WBS in different formats, 133–136
    • work breakdown structure (WBS), 127–138
  • distribution list, 64
  • diversity, equity, and inclusion (DEI), 373–375
  • Diversity, Equity & Inclusion For Dummies (Davis), 373
  • diversity, of projects, 12–14
  • documenting
    • assumptions, 109–110
    • planned project work, 140–141
  • documents
    • generating during project charter development, 49–50
    • related to scope statement, 87
  • drawing network diagrams, 148–149
  • drivers
    • of Agile project management, 394–395
    • determining real expectations and needs, 94–96
    • on project team, 291
    • as stakeholders, 73–79
    • when to involve, 75, 76
  • duration
    • considerations for, 436
    • importance of, 146
    • in network diagrams, 147–148

E

  • earliest finish date
    • about, 151
    • determining, 152–153
  • earliest start dates
    • about, 151
    • determining, 152–153
  • earned value (EV), 415
  • earned value management (EVM)
    • about, 329, 413
    • applying to projects, 421–424
    • defining, 414–420
    • determining reasons for observed variances, 420
    • determining task's earned value, 425–428
    • example of, 418–420
    • terms and formulas for, 414–418
  • efficiency
    • accounting for in personal work-effort estimates, 196–197
    • factoring into estimates, 193–194
    • historical data and, 194–195
    • of meetings, 348–349
  • employee benefits, as indirect costs, 212
  • empowerment, 52
  • encouraging persistence, 370–371
  • end users, as stakeholders, 65, 68
  • engagement, tailoring, 52
  • enhancing
    • accuracy of expenditure data, 329
    • accuracy of schedule performance data, 319–320
    • accuracy of work-effort data, 324–325
    • activity duration estimates, 174–176
    • project management using social media, 407–412
    • quality of WBS, 136–137
  • ensuring accuracy of RAM, 281–283
  • enterprise-wide, on-premise software, 320
  • enthusiasm, as a leadership trait, 364
  • equipment, as indirect costs, 212
  • escalation procedures, for conflict resolution, 297
  • establishing
    • bases of power, 367–368
    • project management information systems (PMIS), 314–330
    • schedules for reports/meetings, 304–305
  • estimating
    • about, 56
    • activity durations, 172–176
    • extent of consequences, 232–234
    • needed commitment, 189–197
    • required work effort, 192–193
  • EV (earned value), 415
  • evaluating
    • expenditures, 328–329
    • interest of stakeholders, 82–83
    • network diagrams, 149–156
    • performance, 312
    • power of stakeholders, 82–83
    • projects, 50
    • return on investment (ROI), 47
    • risks, 229–234
    • schedule performance, 316–317
    • work effort expended, 325–326
  • events
    • about, 57
    • in network diagrams, 147
  • EVM (earned value management)
    • about, 329, 413
    • applying to projects, 421–424
    • defining, 414–420
    • determining reasons for observed variances, 420
    • determining task's earned value, 425–428
    • example of, 418–420
    • terms and formulas for, 414–418
  • executive leadership, as external stakeholders, 65
  • executive leadership progress reviews, 357–358
  • expected value of risk, 235
  • expenditures, monitoring, 327–330
  • external dependencies, 158
  • external stakeholders, 66–67

F

  • fairness, as a value in the PMI Code of Ethics and Professional Conduct, 36, 37–38
  • fast tracking, 167
  • feasibility studies
    • about, 370–371
    • conducting, 48–49
  • feedback, 396
  • 50/50 method, 426–428
  • figuring
    • activities, 160–161
    • critical paths, 152–153
    • earliest finish date, 152–153
    • earliest start dates, 152–153
    • earned values of tasks, 425–428
    • factors affecting duration estimates, 173
    • latest finish date, 153–156
    • latest start date, 153–156
    • noncritical paths, 152–153
    • non-personnel resource needs, 208–210
    • precedence, 156–159
    • project costs for detailed budget estimates, 215–218
    • reasons for observed variances, 420
    • slack times, 153–156
    • types of stakeholders, 73–79
    • underlying factors, 173
  • finalizing
    • project participants, 288–293
    • work breakdown structure (WBS), 304
  • financial expenditures, as a KPI, 303
  • financial resources, project feasibility and, 48
  • finish-to-finish precedence, 157
  • finish-to-start precedence, 157
  • First Law of Motion, 55
  • fixed-price contracts, as artifacts, 60
  • float, 151
  • formal communication, 344
  • formal information-sharing vehicles, 78
  • formalizing control processes, 331–332
  • Forming stage, in Tuckman Ladder model, 301
  • forward pass, 152–153
  • free slack, 156
  • freemium, 321
  • frequency, in communications management plan, 359
  • front-to-back approach, 158
  • fudge factors, 174–175
  • functional managers, roles and responsibilities in matrix environment, 255–256
  • functional organization structure, 246–248
  • functions, scope and, as WBS component, 128
  • funds, contributed, 92

G

  • Gantt chart, 59, 176–179, 199
  • gaps, decomposition and, 115
  • gathering
    • expenditure data, 329
    • ideas for projects, 42–45
    • schedule performance data, 318–319
    • work-effort data, 322–323
  • general and administrative costs, 211
  • generating
    • documents during project charter development, 49–50
    • goals, 295
    • hierarchy of charts, 282
    • network diagrams, 162–164
    • personal power/influence, 365–368
    • project charter, 45–50
    • project schedule, 164–172
    • responsibility assignment matrix (RAM), 280–281
    • risk management strategies, 236–237
    • stakeholder registers, 64–73
    • team goals, 295
    • team member motivation, 368–373
    • teams, 293–302
    • work breakdown structure (WBS), 121, 127–138
  • geographical areas, as WBS component, 128
  • goals, developing, 295
  • Go/No-Go Decision, 50
  • Google Docs, 321, 399
  • Google Drive, 408
  • Google Sheets, 321, 399
  • Google Slides, 321, 399
  • Google Workspace, 400
  • group meetings, 78
  • groups, as stakeholders, 66
  • A Guide to the Project Management Body of Knowledge, 7th Edition (PMBOK 7), 10. See also PMBOK 7

H

  • handling
    • accountability, 272–274
    • administrative issues, 381
    • expenditures, 327–330
    • projects, 446–447
    • risk, 222–223, 234–238
    • schedule performance, 315–322
    • team member motivation, 368–373
    • work effort, 322–326
  • hard logic, 158
  • hidden inferences, 100
  • hierarchy diagram, 133, 134
  • hierarchy of charts
    • as artifacts, 59
    • developing, 282
  • high energy, as a leadership trait, 363–364
  • historical data, efficiency and, 194–195
  • holistic thinking, as a principle of PMBOK 7, 23–25
  • honesty
    • as a leadership trait, 363
    • as a value in the PMI Code of Ethics and Professional Conduct, 36, 38–39
  • human resources matrix, 189–191, 198

I

  • icons, explained, 3
  • identification code, as WBS components, 140
  • identifying
    • artifacts, 54–60
    • causes of delays and variances, 333–334
    • corrective actions, 334
    • methods, 54–60
    • models, 54–60
    • needed personnel in human resources matrix, 191
    • project initiator, 90–92
    • project work with work breakdown structure, 116–124
    • risks, 138–140, 226–229
  • immediate predecessors
    • choosing, 158–159
    • defined, 157
  • implementing Agile management through Scrum, 396–397
  • improving
    • accuracy of expenditure data, 329
    • accuracy of schedule performance data, 319–320
    • accuracy of work-effort data, 324–325
    • activity duration estimates, 174–176
    • project management using social media, 407–412
    • quality of WBS, 136–137
  • increasing commitment, 369–370
  • indented-outline format, 133–134
  • indirect costs, 211, 218
  • inflation
    • allowing for, 47
    • net present value (NPV) and, 47
  • influence, developing, 365–366
  • informal communication, 344
  • informal written correspondence, 78
  • information needs, in communications management plan, 359
  • information sources, for potential projects, 43
  • information-sharing activity, in communications management plan, 359
  • information-sharing vehicles, 78
  • inputs
    • considerations for, 435
    • in project management information systems (PMIS), 314
  • Instagantt, 321
  • intangible benefits, 52
  • integrated project management software, 320–321, 401–403
  • integration, 52
  • integrity, as a leadership trait, 363
  • intended activities, 100
  • interest, assessing of stakeholders, 82–83
  • internal stakeholders, 65–66
  • Internet resources
    • Agile Manifesto, 395
    • Cheat Sheet, 4
    • LinkedIn, 408
    • online resources, 4
    • Yammer, 408
  • interpreting network diagrams, 151
  • issue logs, as artifacts, 58
  • iteration review, 57

J

  • Jira, 321
  • justification, in scope statement, 86

K

  • key performance indicators (KPI), 50, 98, 303
  • key players
    • about, 245
    • in matrix environments, 253–258
    • organizational environments, 246–252
    • working in matrix environments, 258–260
  • kickoff meeting, 57
  • knowledge
    • productivity and, 193
    • required by team members, 183–187
  • knowledge areas, 25–26
  • known unknown, 139

L

  • labeling WBS entries, 132–133
  • labor, as a direct cost, 211
  • latest finish date
    • defined, 151
    • determining, 153–156
  • latest start date
    • defined, 151
    • determining, 153–156
  • Layton, Mark C. (author)
    • Agile Project Management For Dummies, 397
    • Scrum For Dummies, 397
  • leadership
    • about, 361–362
    • compared with management, 362–363
    • creating and sustaining team member motivation, 368–373
    • developing personal power and influence, 365–368
    • as a principle of PMBOK 7, 17–18
    • of project teams, 373–375
    • traits of, 363–365
  • legal requirements, 157
  • legal resources, project feasibility and, 48
  • lessons learned. See project retrospective
  • letters, in network diagrams, 148–149
  • Level x components, 116–117
  • liaisons, 68
  • LibreOffice Base, 321, 399
  • LibreOffice Calc, 321, 399
  • LibreOffice Impress, 321, 399
  • LibreOffice Writer, 321, 399
  • life cycle
    • of projects, 14–16
    • tailoring, 51
  • likelihood of risk, assessing, 230–232
  • limitations
    • addressing in scope statement, 108
    • defined, 106
    • looking for, 108
    • types of, 106–107
  • linear responsibility chart (LRC), 276
  • LinkedIn, 408–409
  • listening actively, 342–344
  • logical dependencies, 158
  • logs, as artifacts, 58
  • long-range plan, 97
  • long-term projects, planning, 125–127
  • lost return on investment, net present value (NPV) and, 47

M

  • maintaining
    • accountability, 272–274
    • administrative issues, 381
    • expenditures, 327–330
    • projects, 446–447
    • risk, 222–223, 234–238
    • schedule performance, 315–322
    • team member motivation, 368–373
    • work effort, 322–326
  • management, compared with leadership, 362–363
  • management and administrative salaries, as indirect costs, 212
  • managerial choices, 158
  • managing
    • accountability, 272–274
    • administrative issues, 381
    • expenditures, 327–330
    • projects, 446–447
    • risk, 222–223, 234–238
    • schedule performance, 315–322
    • team member motivation, 368–373
    • work effort, 322–326
  • mandatory dependencies, 157–158
  • market requirements document, 87
  • matching people to tasks, 182–189
  • materials, as a direct cost, 211
  • matrix organizational structure, 250–260
  • measure, 101
  • measuring
    • expenditures, 328–329
    • interest of stakeholders, 82–83
    • network diagrams, 149–156
    • performance, 312
    • power of stakeholders, 82–83
    • projects, 50
    • return on investment (ROI), 47
    • risks, 229–234
    • schedule performance, 316–317
    • work effort expended, 325–326
  • mediums, choosing for communications, 344–350
  • meetings
    • about, 57, 346–347, 355–356
    • ad hoc, 357
    • efficiency of, 348–349
    • establishing schedules for, 304–305
    • executive leadership progress reviews, 357–358
    • planning for successful, 348
    • regularly scheduled, 356
    • time constraints for, 167
  • methods
    • identifying, 54–60
    • for involving stakeholders, 78
  • Micosoft Project, 320
  • micromanagement, 284–286
  • Microsoft Access, 321, 399
  • Microsoft Dynamics 365, 320
  • Microsoft Dynamics 365 For Dummies (Bellu), 403
  • Microsoft Excel, 321, 399
  • Microsoft Outlook, 400
  • Microsoft PowerPoint, 321, 399
  • Microsoft Project, 320, 321
  • Microsoft Project 2019 For Dummies (Dionisio), 159
  • Microsoft Project For Dummies (Dionisio), 403
  • Microsoft Project Server, 320, 321
  • Microsoft Teams, 408
  • Microsoft Word, 321, 399
  • milestone list, 176–179
  • milestone method, 426–428
  • milestone review, 57
  • milestones, in network diagrams, 147
  • minimizing conflict on teams, 298–299
  • mitigation, as a risk management strategy, 236–237
  • models
    • identifying, 54–60
    • tailoring, 52
  • motivation, of team members, 368–373
  • motivation models, 55

N

  • needs, 106
  • negative risks, 20, 222
  • net present value (NPV), 47–48
  • network diagrams
    • about, 146
    • analyzing, 149–156
    • creating, 162–164
    • determining precedence, 156–159
    • drawing, 148–149
    • elements of, 146–148
    • interpreting, 151–156
    • reading, 150–151
    • using, 160–164
    • working with, 156–164
  • Newton, Isaac, 55
  • noncritical paths
    • defined, 151
    • determining, 152–153
  • non-personnel resource needs, determining, 208–210
  • non-personnel resources matrix, 208–210
  • non-personnel summary usage chart, 208–210
  • non-personnel usage charts, 208–210
  • non-project-specific professional activities, efficiency and, 193
  • Norming stage, in Tuckman Ladder model, 301

O

  • objective information, relying on, 231
  • objectives
    • anticipating resistance to, 104–105
    • clarity of, 102–103
    • specificity of, 102–103
    • stating, 101–105
    • types of, 103–104
  • objectivity, fairness and, 38
  • observed variances, determining reasons for, 420
  • observers
    • about, 291, 305
    • as stakeholders, 73–79
    • when to involve, 75, 77
  • one-on-one meetings, 78
  • one-way communications, 341–342
  • online collaboration tools, 408
  • online resources (website), 4
  • OpenOffice, 321
  • OpenProject, 320
  • open-source software, 320
  • operating processes, defining, 296–297
  • operational resources, project feasibility and, 48
  • opportunities, as a principle of PMBOK 7, 20–22
  • opportunity costs, 47
  • ordering activities, 161
  • ordinal ranking, 230
  • organizational breakdown structure, as artifacts, 59
  • organizational environments
    • functional structure, 246–248
    • matrix structure, 250–252
    • projectized structure, 248–250
  • organizational structures
    • about, 246
    • defining, 246–252
    • functional structure, 246–248
    • matrix structure, 250–260
    • projectized structure, 248–250
  • organizational units, as WBS component, 128
  • organization-chart format, 133, 134
  • organizations
    • defining organizational structures, 246–252
    • introducing project management software into, 406–407
    • tailoring delivery for, 52–53
  • Organizing and Preparing stage, 14
  • ostrich approach, 237
  • outputs, in project management information systems (PMIS), 314
  • overhead costs, 211
  • overlaps, decomposition and, 115

P

  • paraphrasing, as an active listening technique, 343
  • percent complete method, 426–428
  • performance
    • assessing, 312
    • controlling projects during, 446–447
  • performance period, 350
  • performance targets, 101
  • performing
    • activities simultaneously, 168–172
    • cost-benefit analysis, 46–48
    • feasibility studies, 48–49
  • Performing stage, in Tuckman Ladder model, 302
  • persistence, encouraging, 370–371
  • person effort
    • defined, 190
    • estimating required, 192–193
  • personal activities, efficiency and, 193–194
  • personal opinions, counting on, 231–232
  • person-loading graph/chart, 198–200
  • personnel needs
    • about, 109, 181–182
    • ensuring team members can meet resource commitments, 198–205
    • estimating needed commitment, 189–197
    • matching people to tasks, 182–189
  • personnel resource use, as a KPI, 303
  • PERT chart, 149
  • phase review, 57
  • physical environment, productivity and, 193
  • physical product/service, 104
  • planned value (PV), 414
  • planning
    • closure, 378–381
    • considerations for, 433–437
    • documenting assumptions, 109–110
    • initial allocations, 198–200
    • long-term projects, 125–127
    • for successful meetings, 348
  • plans, as artifacts, 58
  • PMBOK 7
  • PMI (Project Management Institute), 10
  • PMI Code of Ethics and Professional Conduct, 36–39
  • PMIS (project management information systems), establishing, 314–330
  • PMO (project management office), 320
  • PMP (Project Management Professional) certification exam, topics on, 28–29, 39–40, 60–61, 84, 111–112, 141–142, 179–180, 205–206, 219, 240–241, 261, 286, 306–307, 359–360, 375–376, 389–390, 412, 429
  • positive risks, 20, 222
  • post-project evaluation. See project retrospective
  • post-project review. See project retrospective
  • power
    • assessing of stakeholders, 82–83
    • developing, 365–368
  • Power-Interest Grid, 83
  • prayer approach, 237
  • precedence, determining, 156–159
  • precision, 232
  • predecessors, factors affecting, 156–158
  • preparing
    • project communications management plans, 358–359
    • project plan, 443–446
    • risk management plans, 239–240
    • tracking systems, 303–304
    • written project progress reports, 350–355
  • presentation software, 321
  • presenting scope statement, 110–111
  • principles, 36
  • prior experience, productivity and, 193
  • probability of occurrence, 230
  • procedural requirements, 157
  • process groups, 25–26
  • processes
    • control
      • about, 311
      • in action, 330–335
      • change requests, 335–338
      • controlling, 312–314
      • establishing project management information systems (PIMS), 314–330
      • formalizing, 331–332
      • identifying causes of delays/variances, 333–334
      • identifying corrective actions, 334
      • monitoring, 312–314
      • monitoring expenditures, 327–330
      • monitoring schedule performance, 315–322
      • monitoring work effort, 322–326
      • rebaselining, 334–335
      • scope creep and, 337–338
    • project compared with, 13
    • in project management information systems (PMIS), 314
    • tailoring, 51
  • product components, as WBS component, 128
  • product owner, Scrum and, 396
  • product risk, 229
  • product scope description, in scope statement, 86
  • productivity, factoring into estimates, 193
  • products. See deliverables
  • professional societies, as external stakeholders, 67
  • program, project compared with, 13
  • program evaluation and review technique (PERT), 175–176
  • progress Gantt chart, 316, 317
  • project champions, 74, 93, 259, 291
  • project charter
    • defined, 87
    • developing, 45–50
  • project charters, 58
  • project closeout meeting. See project retrospective
  • project communications management plans, preparing, 358–359
  • project constraints
    • about, 106
    • managing needs, 109
    • working within limitations, 106–108
  • project costs
    • determining, 215–218
    • types of, 210–212
  • project dashboards, 354–355
  • project director. See project manager
  • project exclusion, in scope statement, 86
  • project initiator, 90–92
  • project leader. See project manager
  • project life cycle, using social media to support, 409–410
  • project management. See also specific topics
    • about, 9–10
    • enhancing using social media, 407–412
    • principles of, 16–25
    • recognizing diversity, 12–14
    • stages of, 14–16
    • technology and, 393–412
  • project management information systems (PMIS), establishing, 314–330
  • Project Management Institute (PMI), 10
  • project management office (PMO), 320
  • Project Management Professional (PMP) certification exam, topics on, 28–29, 39–40, 60–61, 84, 111–112, 141–142, 179–180, 205–206, 219, 240–241, 261, 286, 306–307, 359–360, 375–376, 389–390, 412, 429
  • project management software, introducing into organizations, 406–407
  • project managers
    • characteristics of effective, 26–28
    • roles and responsibilities in matrix environment, 253–254
    • roles and responsibilities of, 31–35
    • as stakeholders, 65
    • tips for, 439–442
  • project number, 303
  • project owner, roles and responsibilities in matrix environment, 256
  • project phases, as WBS component, 128
  • project plans
    • preparing, 443–446
    • reviewing approved, 294–295
  • project portfolio management software, 404
  • project profile, 87
  • project progress reports, preparing, 350–355
  • project request, 87
  • project retrospective, 57, 306, 384–389
  • project schedules
    • as artifacts, 59
    • developing, 164–172
    • displaying, 176–179
  • project sponsors, roles and responsibilities of in matrix environment, 256–257
  • project team development models, 56
  • project team members, roles and responsibilities in matrix environment, 255
  • project title, 88–89
  • projecting total expenditures at completion, 417–418
  • projectized organization structure, 248–250
  • ProjectLibre, 320
  • projects
    • announcing, 305
    • applying earned value management (EVM) to, 421–424
    • assigning, 265–276
    • breaking into chunks, 114–127
    • categorizing, 130–132
    • clarifying benefits of, 369–370
    • components of, 10–12
    • confirming participation in, 288–291
    • controlling, 446–447
    • coordinating assignments across multiple, 202–205
    • demonstrating feasibility of, 370–371
    • diversity of, 12–14
    • end of, 100–101
    • evaluating, 50
    • explaining your need for, 90–105
    • gathering ideas for, 42–45
    • information sources for potential, 43
    • justifying, 90–95
    • life cycle of, 14–16
    • project retrospective, 384–389
    • proposing in business cases, 43–45
    • setting baselines for, 305
    • start of, 100–101
    • stating objectives of, 101–105
    • tailoring delivery for, 53–54
  • proof-of-concept (POC), 48
  • proposing projects in business cases, 43–45
  • providing rewards, 372–373
  • public, as external stakeholders, 67
  • purpose, of projects, 433–434

Q

  • quality, as a principle of PMBOK 7, 19–20
  • quality reports, as artifacts, 59
  • quality requirements, as WBS components, 141
  • QuickBooks Microsoft Dynamics, 400

R

  • RACI chart, 276
  • RAID (Risks, Actions, Issues, and Decisions) log, 239–240
  • RAM (responsibility assignment matrix)
    • about, 276
    • as artifacts, 59
    • developing, 280–281
    • elements of, 277–278
    • ensuring accuracy of, 281–283
    • reading, 278–280
  • reading
    • network diagrams, 150–151
    • responsibility assignment matrix (RAM), 278–280
  • rebaselining, 334–335
  • recognizing risk factors, 224–226
  • refining project budget, 213–214
  • registers, as artifacts, 58
  • regularly scheduled team meetings, 356
  • regulators, as external stakeholders, 67
  • relative likelihood of occurrence, 230
  • relying on objective information, 231
  • Remember icon, 3
  • rent, as indirect costs, 212
  • reports
    • as artifacts, 59
    • establishing schedules for, 304–305
    • writing, 345–346
  • requesters, as stakeholders, 65
  • required resources
    • as a components of projects, 11
    • as WBS components, 141
  • requirements documents, as artifacts, 60
  • requirements traceability matrix, 20
  • resilience, as a principle of PMBOK 7, 22–23
  • resistance, anticipating, 104–105
  • resolving potential resource overloads, 200–202
  • resource characteristics, 174
  • resource histogram, 198–200
  • resource limitation, 107
  • resource management plans, as artifacts, 58
  • resource risk, 229
  • resources
    • about, 207
    • considerations for, 437
    • determining non-personnel needs, 208–210
    • project budgets, 210, 212–217
    • project costs, 210–212, 218
    • resolving potential overloads, 200–202
  • respect, as a value in the PMI Code of Ethics and Professional Conduct, 36, 37
  • responding to change requests, 336–337
  • responsibilities and roles
    • compared with authority, 265
    • considerations for, 436–437
    • distinguishing, 264–265
    • outlining, 264–265
    • of Project Manager, 31–35
    • sharing, 271–272
    • specifying for team members, 295–296
    • as a value in the PMI Code of Ethics and Professional Conduct, 36–37
  • responsibility assignment matrix (RAM)
    • about, 276
    • as artifacts, 59
    • developing, 280–281
    • elements of, 277–278
    • ensuring accuracy of, 281–283
    • reading, 278–280
  • results
    • considerations for, 434
    • focusing on when naming deliverables, 120
    • as a limitation type, 106
  • return on investment (ROI), 47
  • rewards, providing, 372–373
  • risk factors
    • about, 223–224
    • recognizing, 224–226
  • risk management strategies
    • as artifacts, 58
    • developing, 236–237
    • preparing, 239–240
  • risk registers, as artifacts, 58
  • risk-assessment questionnaires, 234
  • risks
    • about, 221–222
    • assessing, 229–234
    • communicating about, 237–238
    • defined, 12
    • defining, 222–223
    • identifying, 138–140, 226–229
    • managing, 222–223, 234–238
    • negative compared with positive, 20
    • preparing risk management plans, 239–240
    • risk factors, 223–229
  • Risks, Actions, Issues, and Decisions (RAID) log, 239–240
  • roadmaps, as artifacts, 58
  • ROI (return on investment), 47
  • roles and responsibilities
    • compared with authority, 265
    • considerations for, 436–437
    • distinguishing, 264–265
    • outlining, 264–265
    • of Project Manager, 31–35
    • sharing, 271–272
    • specifying for team members, 295–296
    • as a value in the PMI Code of Ethics and Professional Conduct, 36–37
  • rolling-wave approach, 126
  • rough order-of-magnitude (ROM) estimate, 212–213

S

  • schedule achievement, as a KPI, 303
  • schedule milestones, as WBS components, 141
  • schedule performance, monitoring, 315–322
  • schedule performance index (SPI), 415
  • schedule resources, project feasibility and, 48
  • schedule risk, 229
  • schedule variance (SV), 415
  • schedules
    • backing into, 166–167
    • as a components of projects, 11
    • establishing for reports/meetings, 304–305
  • scope, defining, 86–90
  • scope creep, controlling, 337–338
  • scope statement
    • addressing limitations in, 108
    • defined, 86
    • documents related to, 87
    • presenting, 110–111
  • Scrum, implementing Agile project management through, 396–397
  • Scrum For Dummies (Layton), 397
  • Scrum master, 396
  • selecting
    • immediate predecessors, 158–159
    • mediums for communication, 344–350
    • risks to manage, 235–236
    • tracking systems, 303–304
    • vehicles
      • to support expenditure tracking systems, 330
      • to support schedule tracking systems, 320–322
      • to support work-effort tracking systems, 323–324
  • self-confidence, as a leadership trait, 364
  • selfishness, fairness and, 38
  • sense of urgency, productivity and, 193
  • sequences, importance of, 146
  • setting project baseline, 305
  • sharing responsibility, 271–272
  • showing
    • project schedule, 176–179
    • stakeholder registers, 79–80
    • WBS in different formats, 133–136
    • work breakdown structure (WBS), 127–138
  • situational leadership models, 54
  • skills
    • productivity and, 193
    • required by team members, 183–187
  • skills and knowledge registry, 183–187
  • skills matrix, 187–189
  • slack times
    • defined, 151
    • determining, 153–156
  • SMART goals, 103
  • Smartsheet, 321, 408
  • social media, enhancing project management using, 407–412
  • social networking apps/websites, 408–409
  • software
    • integrated project management, 401–403
    • options for, 399–404
    • project portfolio management, 404
    • standalone specialty, 399–401
    • troubleshooting, 404–406
  • special situations, 124–127
  • specific scope, as a components of projects, 11
  • specifying team member roles, 295–296
  • spreadsheet software, 321, 399
  • sprint planning, 396
  • Sprint retrospective meeting, 397
  • Sprint review, 57, 397
  • sprints, 396–397
  • stages
    • Adjourning, in Tuckman Ladder model, 302
    • of budgets, 212–213
    • Carrying Out the Work, 14
    • Closing the Project
      • about, 15, 377–378
      • handling administrative issues, 381
      • planning, 378–381
      • project retrospective, 384–389
      • providing transitions, 381–383
      • thinking ahead about, 378–381
    • Forming, in Tuckman Ladder model, 301
    • Norming, in Tuckman Ladder model, 301
    • Organizing and Preparing, 14
    • Performing, in Tuckman Ladder model, 302
    • of project management, 14–16
    • Starting the Project
      • about, 14, 41–42
      • determining projects to move to second stage, 50
      • developing project charter, 45–50
      • gathering ideas for projects, 42–45
      • identifying models, methods and artifacts, 54–60
      • tailoring delivery, 51–54
    • Storming, in Tuckman Ladder model, 301
  • stages, of project management, 14–16
  • stakeholder registers
    • as artifacts, 58
    • defined, 49
    • developing, 64–73
    • displaying, 79–80
    • template for, 71–73
  • stakeholders
    • about, 63–64
    • assessing power and interest of, 82–83
    • confirming authority of, 80–82
    • defined, 64
    • determining type of, 73–79
    • determining when to involve, 75–77
    • developing stakeholder registers, 64–73
    • displaying stakeholder registers, 79–80
    • methods for involving, 78
    • as a principle of PMBOK 7, 18–19
  • standalone specialty software, 399–401
  • standard approaches, to conflict resolution, 297
  • The Standard for Project Management, 16
  • standup meeting, 57
  • starting stakeholder registers, 65–69
  • Starting the Project stage
    • about, 14, 41–42
    • determining projects to move to second stage, 50
    • developing project charter, 45–50
    • gathering ideas for projects, 42–45
    • identifying models, methods and artifacts, 54–60
    • tailoring delivery, 51–54
  • start-to-finish precedence, 157
  • start-to-start precedence, 157
  • statement of work, 87, 101
  • status meeting, 57
  • status reports, as artifacts, 59
  • steering committee meeting, 57
  • stewardship, as a principle of PMBOK 7, 17–18
  • storming, 214
  • Storming stage, in Tuckman Ladder model, 301
  • strategies
    • applying, 167–172
    • tailoring, 52
  • strategy artifacts, 58
  • Structured Product List, 82–84
  • subcontractors, as a direct cost, 211
  • summary person-loading chart, 201–202
  • suppliers, as stakeholders, 67
  • support groups, as stakeholders, 67–68
  • support staff, 55
  • supporters
    • on project team, 291
    • as stakeholders, 73–79
    • when to involve, 75, 76–77

T

  • tailoring
    • delivery, 51–54
    • as a principle of PMBOK 7, 22–23
  • tangible benefits, 52
  • target audience, in communications management plan, 359
  • tasks
    • determining earned values of, 425–428
    • matching people to, 182–189
    • in network diagrams, 147
  • team goals, developing, 295
  • team members
    • about, 64
    • considerations for, 434
    • getting commitment from, 259
    • motivation of, 368–373
    • skills and knowledge required by, 183–187
    • specifying roles of, 295–296
    • as stakeholders, 65
    • supporting relationships of, 297
  • teams
    • about, 287–288
    • announcing projects, 305
    • defining operating processes, 296–297
    • developing, 293–302
    • establishing schedules for reports/meetings, 304–305
    • finalizing participants of, 288–293
    • preparing tracking systems, 303–304
    • as a principle of PMBOK 7, 18–19
    • project retrospective, 306
    • reinforcing identity of, 258–259
    • Scrum and, 396
    • selecting tracking systems, 303–304
    • setting project baselines, 305
  • technical requirements, specifications document, 87
  • technical resources, project feasibility and, 48
  • techniques, combining into a process, 443–447
  • technology, project management and, 393–412
  • templates
    • stakeholder register, 71–73
    • work breakdown structure (WBS), 137–138
  • tenacity, as a leadership trait, 363
  • thinking in detail, 114–115
  • threats, as a principle of PMBOK 7, 20–22
  • three-point estimating, 121, 289
  • time and information management software, 400
  • time and materials contracts, as artifacts, 60
  • time constraints, meeting, 167
  • time contingency, 161
  • time durations, 98–100
  • time sheet/card, 322
  • time-frame limitation, 106
  • time-recording systems, 324
  • Tip icon, 3
  • tools, tailoring, 52
  • top-down approach, 129–130, 215, 217
  • total float, 108
  • total slack, 155
  • traceability matrix, 20
  • tracking systems, selecting and preparing, 303–304
  • traits, of leaders, 363–365
  • transfer, as a risk management strategy, 236
  • transitions, providing, 381–383
  • travel, as a direct cost, 211
  • Trello, 321
  • trigger events, identifying for risks, 152–154
  • troubleshooting
    • considerations for, 437
    • software, 404–406
  • t-shirt size estimate, 212–213
  • Tuckman Ladder model, 300–302
  • two-way communications, 341–342

U

  • uncontrolled change, 230
  • unions, as external stakeholders, 54
  • unknown unknown, 139
  • updating stakeholder register, 70–71
  • upper management, roles and responsibilities in matrix environment, 257–258

V

  • values
    • defined, 36
    • as a principle of PMBOK 7, 19–20
  • variances, identifying causes of, 333–334
  • vendors, as external stakeholders, 67
  • verifying
    • authority of stakeholders, 80–82
    • participation in projects, 288–291
  • visual data and information, as artifacts, 59
  • visualizing, as an active listening technique, 342–343

W

  • Warning! icon, 3
  • Waterfall project management, 397–398
  • WBS (work breakdown structure)
    • about, 23, 315
    • approaches for, 129
    • as artifacts, 59
    • categorizing project work, 130–132
    • components of, 128
    • creating, 127–138
    • developing for large and small projects, 121
    • displaying, 127–138
    • displaying in different formats, 133–136
    • finalizing, 304
    • hierarchy, 128
    • identifying project work with, 116–124
    • improving quality of, 136–137
    • labeling entries, 132–133
    • using, 122–123
    • using templates, 137–138
  • WBS dictionary, 140–141
  • web-based “freemium” applications, 321
  • web-based subscriptions-supported applications, 321
  • websites
    • Agile Manifesto, 395
    • Cheat Sheet, 4
    • LinkedIn, 408
    • online resources, 4
    • Yammer, 408
  • weighted labor rates, 218
  • wikis, 409
  • word processing software, 321, 399
  • work breakdown structure (WBS)
    • about, 23, 315
    • approaches for, 129
    • as artifacts, 59
    • categorizing project work, 130–132
    • components of, 128
    • creating, 127–138
    • developing for large and small projects, 121
    • displaying, 127–138
    • displaying in different formats, 133–136
    • finalizing, 304
    • hierarchy, 128
    • identifying project work with, 116–124
    • improving quality of, 136–137
    • labeling entries, 132–133
    • using, 122–123
    • using templates, 137–138
  • work detail, as WBS components, 140
  • work effort
    • about, 190
    • defined, 147
    • estimating required, 192–193
    • monitoring, 322–326
  • work order, 87
  • work packages, 116, 121, 208
  • work-effort estimates, accounting for efficiency in personal, 196–197
  • written approvals, 78
  • written project progress reports, preparing, 345–346, 350–355

Y

  • Yammer, 408–409
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