Mastering Project Management Integration and Scope: A Framework for Strategizing and Defining Project Objectives and Deliverables

317 Pages·2015·19.806 MB·English

by  Dietmar Sokowski

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Mastering Project
Management Integration
and Scope
ptg16651298
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Mastering Project Management Integration and Scope: A Framework
for Strategizing and Defining Project Objectives and Deliverables
ptg16651298
Sokowski (ISBN: 0133886425)
A Comprehensive Guide to Project Management Schedule and Cost
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FTPress_Mngmnt_Series.indd 1 12/11/14 3:15 PM
Mastering Project
Management Integration
and Scope
A Framework for Strategizing and
ptg16651298
Defining
Project Objectives and Deliverables
Dietmar W. Sokowski
FTPress_Mngmnt_Series.indd 1 12/11/14 3:15 PM
Publisher: Paul Boger
Editor-in-Chief: Amy Neidlinger
Executive Editor: Jeanne Glasser Levine
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© Dietmar W. Sokowski
2015 by Pearson Education, Inc.
Upper Saddle River, New Jersey 07458
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Printed in the United States of America
First Printing February 2015
ptg16651298
ISBN-10: 0-13-388642-5
ISBN-13: 978-0-13-388642-9
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Library of Congress Control Number:  2014956777
To my family and my friends
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Contents
Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Section I The Initiating of Projects . . . . . . . . . . . . . . . . . . .1
Chapter 1 Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Learning Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
The Four Sections of This Book. . . . . . . . . . . . . . . . . . . . . . . 4
Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
The Holistic Viewpoint of Project Integration and
Scope Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
The PMBOK® View of Project Integration and
Scope Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
The IPO Concept and How Project Management
Might Have Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
The Similarity and Difference Between the PMBOK®
and the Holistic View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 ptg16651298
Some Fundamental Terms and Concepts. . . . . . . . . . . . . . 35
Two Enterprise Elements That Influence Project
Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Review Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Chapter 2 The Project Charter. . . . . . . . . . . . . . . . . . . . . . . . . . .51
Learning Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Project Charter—The Single Point of Reference
(SPOR) for the Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Inputs to and Activity Tasks for Writing a
Project Charter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
The Output: The Project Charter . . . . . . . . . . . . . . . . . . . 109
A Charter Case in Point . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Review Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
viii MASTERING PROJECT MANAGEMENT INTEGRATION AND SCOPE
Section II The Planning, Defining, Scoping, and
Structuring of Projects . . . . . . . . . . . . . . . . . . .115
Chapter 3 Project Management Plans and Documents. . . . . . .117
Learning Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Project Management Planning. . . . . . . . . . . . . . . . . . . . . . 122
The Project Management Master Plan . . . . . . . . . . . . . . . 128
The Change Management Plan . . . . . . . . . . . . . . . . . . . . . 131
The Communications Management Plan . . . . . . . . . . . . . 133
The Configuration Management Plan. . . . . . . . . . . . . . . . 135
The Cost Baseline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
The Cost Management Plan. . . . . . . . . . . . . . . . . . . . . . . . 138
The Human Resource Management Plan. . . . . . . . . . . . . 140
The Process Improvement Plan. . . . . . . . . . . . . . . . . . . . . 141
The Procurement Management Plan. . . . . . . . . . . . . . . . . 142
The Quality Management Plan . . . . . . . . . . . . . . . . . . . . . 144
The Requirements Management Plan. . . . . . . . . . . . . . . . 145
The Risk Management Plan. . . . . . . . . . . . . . . . . . . . . . . . 146 ptg16651298
The Schedule Baseline. . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
The Schedule Management Plan. . . . . . . . . . . . . . . . . . . . 148
The Scope Baseline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
The Scope Management Plan . . . . . . . . . . . . . . . . . . . . . . 150
The Stakeholder Management Plan. . . . . . . . . . . . . . . . . . 151
Additional Project Management Documentation. . . . . . . 152
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Review Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Chapter 4 Project Requirements . . . . . . . . . . . . . . . . . . . . . . . .155
Learning Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Understanding Requirements . . . . . . . . . . . . . . . . . . . . . . 161
Requirement Classification and Traceability. . . . . . . . . . . 179
Collecting and Documenting Requirements. . . . . . . . . . . 181
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Review Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Chapter 5 The Scoping of Projects. . . . . . . . . . . . . . . . . . . . . . .187
Learning Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
The PMBOK® Process Define Scope . . . . . . . . . . . . . . . . 188
CONTENTS ix
The Holistic View of the Scoping of Projects . . . . . . . . . . 189
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Review Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Chapter 6 The Project Work Breakdown Structure (WBS). . . .193
Learning Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
The PMBOK® Process Create WBS . . . . . . . . . . . . . . . . . 196
The Making of a Work (or Scope) Breakdown Structure
(WBS or SBS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
A WBS Case in Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Review Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Section III The Managing and Leading of the
Execution of Projects. . . . . . . . . . . . . . . . . . . . .207
Chapter 7 The Directing and Managing of the
Work Performed in Projects . . . . . . . . . . . . . . . . . . .209
Learning Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
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Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
The PMBOK® Process Direct and Manage
Project Work. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
The Holistic View of Directing and Managing the
Work Performed in Projects. . . . . . . . . . . . . . . . . . . . . . . . 215
Tools and Techniques. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Aspects of Managing and Leading the Execution
of Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
From and For Practical Project Cases. . . . . . . . . . . . . . . . 226
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Review Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Chapter 8 The Monitoring and Controlling of the
Work Performed in Projects . . . . . . . . . . . . . . . . . . .231
Learning Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
The PMBOK® View of Monitoring and Controlling
Project Work. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
The Holistic View of Monitoring and Controlling
Project Work. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
From and for Practical Project Cases . . . . . . . . . . . . . . . . 238
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Review Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242