MindMap Gallery PMP mind map
This is a mind map about PMP. The main contents include: Part 3 Agile, Part 2 Project Management Process, Part 1 Introduction to Project Management.
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This is a mind map about the reproductive development of animals, and its main contents include: insects, frogs, birds, sexual reproduction, and asexual reproduction. The summary is comprehensive and meticulous, suitable as review materials.
This is a mind map about bacteria, and its main contents include: overview, morphology, types, structure, reproduction, distribution, application, and expansion. The summary is comprehensive and meticulous, suitable as review materials.
This is a mind map about plant asexual reproduction, and its main contents include: concept, spore reproduction, vegetative reproduction, tissue culture, and buds. The summary is comprehensive and meticulous, suitable as review materials.
This is a mind map about the reproductive development of animals, and its main contents include: insects, frogs, birds, sexual reproduction, and asexual reproduction. The summary is comprehensive and meticulous, suitable as review materials.
Information Systems Project Management
Chapter 6 Project Management Probability
6.2 Basic elements of the project
Project Basics
project
definition
It is temporary work performed to create a unique product, service or result (the deliverable is unique and verifiable, and can be tangible or intangible)
Features
unique
The process and results are both unique; partial repetition does not affect the overall uniqueness; uniqueness brings uncertainty
Temporary
The project has a clear starting point and end point; it does not necessarily mean a short duration; the project is temporary, but the results are lasting; the project team is also temporary
progressive detail
Scope, goals, plans, etc. are gradually improved from coarse to fine.
Termination situation
6 situations: completed, unable to be completed, no demand, no money, no human and material resources, no laws and convenience
Regardless of the reason for termination, the closing process will begin
effect
Driver changes
Drive the organization from one state (current state) to another state (future state) (increasing business value and achieving specific goals)
Create value
tangible value
Shareholders' equity, fixed assets, monetary assets, tools, market share, etc.
intangible value
Goodwill, brand recognition, strategic alliances, public interests, etc.
Importance of project management
project management
definition
Apply knowledge, skills, tools and techniques to project activities to meet project needs
importance
Management constraints (e.g. scope, schedule, cost, quality, resources, risk)
Balancing the impact of constraints on the project
Achieve business goals, meet stakeholder expectations, improve predictability, increase probability of success, deliver the right product at the right time, resolve problems and disputes, respond to risks in a timely manner, optimize the use of organizational resources, identify and save or terminate failed projects , manage change in a better way
Project success criteria
There are many criteria for success. The specific criteria to be measured must be agreed with the stakeholders.
Complete management measurement indicators such as scope, schedule, cost, quality, etc.
The most important factor
Achieve organizational strategy, goals and objectives to the satisfaction of stakeholders; complete the project benefits management plan; meet agreed financial measures documented in the feasibility study and demonstration; meet non-financial measures of the feasibility study and demonstration; fulfill contract terms and conditions; meeting agreed delivery quality; meeting other agreed upon success criteria or criteria; successfully moving the organization from the "current state" to the "end state"; integrating the deliverables into the organization's operating environment; acceptable to the customer/ End-user adoption; compliance with governance rules
Project internal and external operating environment
business environment factors
definition
Conditions beyond the control of the project team that may affect, restrict, or dictate the project. May increase or limit project management flexibility, positively or negatively impacting project outcomes
within the organization
Organizational culture structure and governance, infrastructure, information technology software, location of facilities and resources, availability of resources, employee capabilities
outside the organization
Market conditions, social and cultural influences and issues, regulatory environment (laws and regulations), physical environmental factors, financial considerations, business databases, industry standards, academic research
organizational process assets
definition
Execution organization-specific and historical legacy; throughout the project, the team can control, refer to, update, and supplement
security and safety
Procedures and practices for facility access, data protection, and confidentiality levels
intellectual assets
Tacit knowledge of members and experts
data assets
Databases, data, repositories, artifacts, metrics
Governance documents
policies, procedures
process assets
Templates, frameworks, tools, methods, PMO resources
Tip: The case has been sorted out
organizational system
Organization
Functional
feature
Project manager has little authority; part-time project manager (liaison)
advantage
Clear career path
shortcoming
Weak horizontal links
matrix type
Classification
weak matrix
Small authority, <functional manager; part-time project manager (coordinator)
balanced matrix
Small to medium authority, = functional manager; part-time project manager
strong matrix
Medium to large authority, > functional manager; full-time project manager
advantage
High resource utilization rate and conducive to cross-department coordination
shortcoming
Multiple leaders, difficult management, competition for resources
Project type
feature
Project manager has almost full authority; full-time project manager
advantage
Convenient for command and communication
shortcoming
Duplicate configuration, not conducive to knowledge sharing, homeless
Project Management Office (PMO)
definition
PMO is an organizational department that standardizes project-related governance processes and promotes the sharing of resources, methodologies, tools, and technologies. PMOs can be established at all levels of the organization
type
Supportive
Playing the role of consultant, equivalent to the project's resource library, has a very low degree of control over the project
Controlling
Provides support, requires compliance, and has moderate control over the project
command type
Directly manage and control projects, with a high degree of control over projects
Responsibilities
Manage the shared resources of all projects under the PMO's jurisdiction; identify and formulate project management methods, best practices and standards; guide, coach, train and supervise; supervise the project's implementation of project management standards, policies, procedures and templates through project audits Compliance; develop and manage project policies, procedures, templates, and other shared documents (organizational process assets); coordinate cross-project communications
6.3 The role of the project manager
project manager
definition
An individual assigned by the executing organization to lead the team to achieve project goals
Project manager's sphere of influence
project
Lead the project team to achieve project goals and stakeholder expectations
Leverage available resources and balance competing constraints
Act as a communicator between project sponsors, team members and other stakeholders
organize
Requires active interaction with other project managers within the organization
Act as a strong advocate within the organization
Should improve their overall project management capabilities and skills within the organization
industry
Always pay attention to the latest development trends in the industry
Discipline
Continuous knowledge transfer and integration
Cross-domain
Serve as an informal ambassador
Project manager capabilities
3 abilities
project management
content
Knowledge related to specific areas of project, program, and portfolio management
effect
Can help achieve project goals
strategy and business
content
Knowledge and expertise about the industry and organization
effect
Help improve performance and achieve better business results
leadership
content
The knowledge, skills and behaviors required to coach, motivate and lead teams
effect
Can help organizations achieve business goals
5 leadership powers
expert power
Personal professional skills
referent power
Excellent personal qualities
from managers themselves
status power
Position awarded by organization
reward power
Reward available for position
Punishment power
Penalties Exercisable by Position
Authorization from the organization
2 characters
leader
Collaboration: Mentoring, influencing and collaborating; inspiring trust; doing the right thing; focusing on vision, consistency and drive, motivation
manager
Directing: Using position authority; relying on control; doing things correctly; focusing on problem solving
Proper balance
6 Leadership Styles
laissez-faire
Governing by doing nothing allows the team to make independent decisions and set goals, which is conducive to innovation
Service type
Always consider others, pay attention to the growth and development of others, and prioritize service over leadership.
Transactional
Reward based on goals, feedback and achievements
transformational
Empower followers through inspirational motivation, promotion of innovation and creativity, and personal care
Charming
Full of energy, enthusiasm and confidence
interactive
Transactional Transformational Charismatic
6.4 Value-driven project management knowledge system
Project life cycle and project phases
project life cycle
A series of stages that a project goes through from start to finish. The name and number of stages depend on the specific project.
The relationship between stages can be sequential, iterative, or overlapping
Product Lifecycle
The whole process from the beginning of the project to the end of the project to the end of the project product's operational life (withdrawal from the market)
Common project life cycle
4 common stages
Initiate project, organize and prepare, perform project work, close project
Cost and labor investment
Increases slowly at the beginning, reaches the highest level in execution, and falls back quickly at the end
Risk and uncertainty, stakeholder influence, number of changes
Starting at the highest level and then gradually decreasing
The cost of change and the impact of risks
Lowest at first, then significantly higher
Development life cycle
definition
One or more development-related phases within the project life cycle
type
Predictive (waterfall, plan-driven)
Features
Scope, schedule, and costs are determined at an early stage
There are few scope changes and there is a high degree of consensus among stakeholders
Changes of any scope must be strictly controlled
Each stage focuses on a specific type of work
Be applicable
Projects whose needs are fully understood and clearly identified
Iterative
Features
Scope is determined early, but time and cost estimates will be revised periodically as the project team's understanding of the product deepens; the cycle repeats
Incremental
Features
A series of iterations that incrementally increase product functionality within a predetermined time interval to produce deliverables; incremental increase
Applicable to: planning multi-phase development, requirements may change in the early stages of development, project complexity needs to be reduced, partial delivery is beneficial to stakeholders
Adaptable (agile, value-driven)
Features
Develop a high-level plan based on initial requirements and then gradually refine the requirements to the level of detail appropriate for the specific planning cycle
Smaller increments, rapid iterations (2 to 4 weeks), and delivering the most valuable results each time
Be applicable
Projects with uncertain needs and ever-evolving changes
Hybrid
Predictive Adaptive
Five process groups
be careful
The five process groups can be executed and repeated at each project stage, or at the overall project level.
Process groups can overlap with each other
Predictive projects
start process group
Define and approve projects or phases
planning process group
Define and refine goals, plan the best technical solutions and management plans
executive process group
Execute the project management plan during the life cycle or phase of the project
monitoring process group
Regularly measure and monitor progress, identify deviations from actual performance from the project management plan, and take corrective action when necessary
Closing process group
Formal acceptance of products, services, or work results and the orderly conclusion of a project or phase
adaptive projects
start process group
Identify key stakeholders, conduct each iteration, and frequently review and reconfirm the project charter.
planning process group
Involve as many team members and stakeholders as possible in the planning process
executive process group
Each iteration works over a short, fixed period of time; Stakeholders and teams conduct retrospective reviews based on demonstrations; The project manager authorizes team members to arrange specific work themselves
monitoring process group
Track progress and performance by maintaining a backlog of work and changes
Closing process group
Prioritize work so that the work with the most business value is completed first
Top ten areas of knowledge
Integrate
scope
schedule
cost
quality
resource
communicate
risk
purchase
Stakeholders
Chapter 7 Project Management
7.1 Project proposal and project application
Project establishment management
4 stages
Project suggestions and project applications
preliminary feasibility study
Can be combined with detailed feasibility study
Detailed feasibility study
indispensable
Only do careful research on small projects
Only preliminary research and detailed research are done for upgrading and renovation projects.
Assessment and decision-making
Project Proposal (Project Application)
definition
The construction unit submits to the superior authority an overall conceptual framework for the proposed project.
It is the basis for superiors to select projects and conduct feasibility studies.
Act as a communicator between project sponsors, team members and other stakeholders
Core content (two musts and two preliminaries)
Necessity of the project
Necessary conditions for project construction
Project market expectations
Market forecast of expected project outcomes (product solutions or services)
Two musts and two precautions
7.2 Project Feasibility Study
Feasibility study content
Feasibility of information system project development
Possibility, effectiveness, necessity
Technical feasibility analysis
Decide on project direction
Considerations
development risks
Whether the expected system can be designed and achieve the necessary functions and performance within the given constraints and time period
Effectiveness of human resources
Whether a team of technical personnel can be established that can be used for project development; Whether there are problems such as insufficient human resources and lack of technical capabilities; Whether the required skilled technical personnel can be obtained from society or through training
Possibility of technical skills
Whether the currently available technology supports the development of the project; Are there development environments, platforms and tools that support the technology?
Availability of supplies
Are there other resources that can be used to build the system, such as equipment and viable alternatives?
Economic feasibility analysis
Considerations
Spend Analysis
one-time expenditure
Development fees, training fees, travel expenses, initial data entry, equipment purchase fees, etc.
non-one-time expenditure
Software and hardware rent, personnel salaries and benefits, utility fees such as water and electricity, and consumables expenses
Revenue analysis
direct benefit
Revenue from sales of project products
indirect benefits
cost reduction
Other income
Intellectual property rights, software copyrights, etc.
Income-to-investment ratio and payback period analysis
Determine economic indicators through analysis
sensitivity analysis
Estimates of the impact on expenses and earnings when key factors change
Generally, it is also necessary to analyze the social benefits of the project.
Social benefit feasibility analysis
within the organization
Brand, competitiveness, technological innovation, personnel improvement, management improvement
to social development
Public, culture, environment, social responsibility
For projects in the public service field, feasibility analysis of social benefits is the focus
Operational environment feasibility analysis
It is the key to restricting the effectiveness of information systems.
It is necessary to evaluate the user's management system, management methods, rules and regulations, work habits, personnel quality, data resource accumulation, basic software and hardware platforms, etc. to determine whether it can run smoothly at the user's site after delivery
Feasibility analysis in other aspects
Legal feasibility, policy feasibility
preliminary feasibility study
definition
Preliminary assessment of project prospects
Can it be omitted
Can be combined with a detailed feasibility study
output
Preliminary feasibility study report
Ancillary research
Include one or a few aspects of the project, but not all aspects
It can only be used as a prerequisite or auxiliary for preliminary feasibility study and detailed feasibility study.
The cost of ancillary research must be considered together with the cost of the project feasibility study
Can be conducted before a preliminary feasibility study or after completion of a feasibility study
content
The main content is basically the same as the detailed feasibility study, but the resources and research details are quite different.
Demand and market forecasts
Equipment and resource investment analysis
space layout
Project Design
Project schedule
Project Investment and Cost Estimation
Detailed feasibility study
definition
Conduct detailed, systematic and comprehensive investigation, research and analysis before project decision-making
Can it be omitted
Cannot be omitted
output
Detailed feasibility study report
content
Demand and market forecasts
Market demand forecast
Economic evaluation and comprehensive analysis
Equipment and resource investment analysis
Selective supply of components and inputs
space layout
Cyber physical layout design
Project Design
Architecture and technical solutions
Technology and equipment selection
Project schedule
Project Investment and Cost Estimation
Investment, cost estimating and financing
investment estimate
Accuracy
Gross estimate and preliminary estimate
±30%
preliminary research
±20%
Study carefully
±10%
During design and development
±5%
total project cost
Operating costs
R&D costs
Administrative fees
Selling and distribution expenses
non-operating costs
Finance charges and depreciation
method
Investment estimation method, incremental net benefit method (with or without comparison method), economic evaluation method, market forecast method
7.3 Project evaluation and decision-making
Definition and purpose of assessment
definition
A third party (state, bank or relevant institution) to review the reliability, authenticity and objectivity of the project feasibility study
Purpose
Provide scientific basis for banks’ loan decisions or administrative departments’ approval decisions
output
project evaluation report
Basis for evaluation
Project proposal and its approval documents
Project feasibility study report
Submit the application report of the organization and the preliminary review opinions of the competent department
Agreement documents on key construction conditions and engineering of the project
Other necessary documents and information
Assessment process
Establish an evaluation team
Conduct research
Analysis and Evaluation
Write, discuss, and revise evaluation reports
Convene an expert demonstration meeting
Assessment report finalized and released
Chapter 8 Project Integration Management
8.1 Management basics
Project integration
Project integration management
definition
Identify, define, combine, unify, and coordinate the various processes and project management activities of the project management process group
throughout the project
Target (back)
Demand - balancing competing demands
Resources - Resource Allocation
Alternatives - Research various alternatives
Process - Tailor the process to achieve project goals
Not all 49 processes may be involved
Ten Knowledge Areas - Managing dependencies between knowledge areas
three levels
process
49 processes
background
Environmental factors, business environment factors, etc.
cognition
Laws and regulations, etc.
new management practices
Trends related to the project integration management process
Use information tools
Integrate large amounts of data and information using project management information systems (PMIS) etc.
Use visual management tools
Easily see real-time status, promote knowledge transfer, and promote stakeholders to participate in problem solving
Project knowledge management
Coping with project staff turnover and instability
Project manager responsibilities outside the project
Project managers need to participate in feasibility studies and assessments and benefit management before and after project establishment.
hybrid approach
Mixed use of agile or other iterative practices, business analysis techniques-BA, organizational change management methods, etc.
8.2 Project integration management process
Process overview
Initiation - Developing the Project Charter
Prepare a document that formally approves the project and authorizes the project manager
Announce project launch
Planning - Develop a project management plan
Define, prepare and coordinate all components of the project management plan and integrate them into a comprehensive project management plan
Guidance on how to do
Execution - direct and manage project work
Lead and execute the work identified in the project management plan and implement approved changes
follow the plan
Execute-manage project knowledge
Use existing knowledge and generate new knowledge to achieve project goals and help organize the learning process
Integrate knowledge
Monitoring - Monitor project work
The process of tracking, reviewing, and reporting overall project progress to achieve the performance objectives identified in the project management plan
Monitor – Implement holistic change control
Review all change requests, approve changes, manage changes, and communicate results of change processing
Closing - ending a project or phase
The process of closing all activities for a project, phase, or contract
Integrated management of agile and adaptive methods
team member
Participate in integration as a domain expert with discretion and control over product planning and delivery
project manager
Empower the team and focus on creating a collaborative decision-making atmosphere
PS: The approach is more effective if team members have a broad range of skills
8.3 Initiation - Develop project charter
Develop project charter
definition
The process of writing a document that formally approves a project and authorizes the project manager to use organizational resources in project activities
effect
Clarify the direct link between the project and the organization's strategic goals
Clarify the formal status of the project
Demonstrate organizational commitment to the project
enter
Project management documents
definition
Approved results or relevant project management documents during the project establishment management stage
include
Project proposal, feasibility study report (business analysis, cost-benefit analysis), project review report
Main points
Regular audit
Developed before the project, not as a project document
The project manager can only make suggestions and cannot modify them.
protocol
Contracts, memorandums of understanding, service quality agreements, letters of intent, oral agreements, etc.
tool
expert judgment
Reasonable judgments about current activities based on the expertise of any group or individual
Thesis: In terms of xx, I consulted Gong Wang, and he gave me my judgment of xx based on the current situation and professional analysis. BA, business, legal affairs, leadership, etc.
data collection
Brainstorming
Suitable for team environment and guided by a facilitator
A short time, a lot of creativity, and speaking freely
Principles of out-of-court judgment, pursuit of quantity, everyone expressing their opinions, and free speech
focus group
Interview
Speaking of "scope"
Interpersonal and team skills
Conference management
Face-to-face meetings work best, sometimes virtual meetings are also required
Ensure representatives from each key stakeholder are invited, consensus is reached, and action plans are in place
Prepare the agenda, goals, objectives and deadlines before the meeting; stay on topic during the meeting; formulate written meeting minutes and action plans after the meeting
conflict management
guide
Speaking of "scope"
Meeting
Hold meetings with key stakeholders to identify project goals, success criteria, etc.
Meeting: issue project charter, appoint and authorize project manager
Paper: Organized Zhang Gong, Xiao Li, etc., and held a meeting with the theme of xxx. At the meeting, we discussed xxx, and the result was xxx
output
Project Charter (back)
Documents high-level information about the project and the products, services, or results the project is expected to deliver
① Project purpose
② Measurable project goals and related success criteria
Formal Approval of Project Overview
③ High-level requirements, high-level project description, boundary definition and deliverables
④ Overall milestone progress plan
⑤ Pre-approved financial budget
⑥ Overall project risk
⑦ List of key stakeholders
⑧ Project approval requirements (such as criteria for evaluating project success, who will draw conclusions about project success, and who will sign the project end)
⑨ Project exit criteria (such as under what conditions the project or phase can be closed or canceled)
process related
⑩ The assigned project manager and his responsibilities and authorities
Authorized project manager
⑪ Name and authority of the sponsor or other person who approved the project charter
sponsor
Hypothetical log
All assumptions and constraints throughout the project lifecycle
Note: No signature is required, the project manager manages it himself
be careful
start up
The approved project charter signifies the official launch of the project
The project is initiated by entities other than the project (such as PMO, chairman of the project portfolio governance committee, etc.), who have certain powers and can provide funds.
project manager
The earlier the appointment, the better
Appointed latest before planning
It is best to appoint them when developing the project charter
Project Charter
≠Contract
Established link between project execution and project requirements
Confirm whether the project meets the needs of the organization's strategy and daily operations by preparing a project charter
It can be prepared by the sponsor or by the project manager in cooperation with the sponsoring agency.
Sponsor approval
8.4 Planning - Develop project management plan
Develop project management plan
definition
The process of defining, preparing, and coordinating all components of a project plan and integrating them into a comprehensive project management plan
effect
Produce a comprehensive document that serves as the basis for all project work and how it will be performed
How: Determine how the project will be executed, monitored, and closed
enter
Project Charter
Serves as a starting point for project planning and contains high-level information for further refinement
Outputs from other knowledge area planning processes
Any baselines and sub-management plans output from other planning processes
tool
expert judgment
data collection
Brainstorming
"Start" has been spoken
Checklist
Check that the project management plan contains all required information
list of
focus group
Interview
Speaking of "scope"
Interpersonal and team skills
Conference management
conflict management
"Resources"
guide
Speaking of "scope"
Meeting
Kick-off meeting kick-off meeting
Purpose
Communicate project goals
Gain team commitment to the project
Clarify the roles and responsibilities of each stakeholder
Obtain unanimous approval of the project management plan from key stakeholders
Identify the completion of the project planning phase and announce the start of the execution phase
Timing of convening
small project
Held after project launch
big project
Held when the project planning work is completed and the execution phase begins
multi-phase project
Held at the beginning of each stage
output
project management plan
10 sub-management plans
Requirements, scope, schedule, cost, quality, resources, procurement, communication, stakeholders, risk management plan
3 benchmarks
scope, schedule, cost baseline
6 additional components
Change management plan, configuration management plan, performance measurement baseline, project life cycle, development method (predictive, iterative, incremental, agile), management review
Main points
It can be general or detailed, and needs to be gradually detailed before closing.
The project management plan should be benchmarked, and once the baseline is established, it can only be updated through the implementation of an integrated change control process
The project management plan needs to be approved by the change process before it can be modified. The project documents are maintained by the project team themselves and are more preferred for work records.
8.5 Execution - Direct and manage project work
Direct and manage project work
definition
Lead and execute the work identified in the project management plan and implement the process of approved changes
effect
5 stems: stem plans, stem changes, stem interfaces (interface integration), stem results, stem data
Execute pre-planned activities in the plan, implement approved changes, manage various technical and organizational interfaces within the project, produce deliverables, collect work performance data
Allocate available resources and manage their efficient use
enter
project management plan
Any of its components can be used as input to this process
Approved change request
May be preventive actions, corrective actions, defect remediation
tool
expert judgment
Project Management Information System PMIS
Schedule planning software tools, work authorization systems, configuration management systems, information collection and release systems, etc.
Meeting
Kick-off meeting, technical meeting, agile or iterative planning meeting, daily stand-up meeting, problem solving meeting, etc.
output
Deliverables
Any unique and verifiable product, service capabilities or results
Also includes various documents and plans during the project process
deliverable
job performance data
Raw observations and measurements collected during execution
Work performance data—>Work performance information—>Work performance documents
Problem log
definition
Project documentation to record and follow up on all issues
content
Problem type, problem raiser and time, problem description, responsible person, resolution deadline, problem priority, problem status, final resolution, etc.
be careful
The process of directing and managing project work is first created and should be updated with monitoring activities throughout the project life cycle
change request
definition
A formal proposal to modify any document, deliverable or baseline
be careful
Any relevant person can mention
Change requests should be reviewed and processed through the implementation of an overall change control process
Originating from within or outside the project
It may come from project requirements or it may be mandatory by law (contract)
Classification
Precaution
To ensure that future performance of project work is in line with plan
Risk prevention
Corrective Action
To bring project work performance back into line with plans
correct deviation
maintain a baseline
Defect Remediation
To correct inconsistent products
Supplement quality
renew
Changes to formally controlled project documents or plans, etc.
Change the basis
Update baseline
8.6 Execution-Management Project Knowledge
Managing project knowledge
definition
Use existing knowledge and generate new knowledge to achieve project goals and help organize the learning process
effect
Leverage existing organizational knowledge to create or improve project outcomes
Knowledge created using current projects can be used to support organizational operations and future projects or phases
enter
project files
resource breakdown structure
Contains information about team composition and understanding of the knowledge the team possesses and lacks
Project team dispatches work orders
Describe the capabilities and experience that the project already has and the knowledge that may be lacking
resource
Stakeholder register
Helps understand the knowledge possessed by stakeholders
Stakeholders
Supplier selection criteria
Helps understand the knowledge held by the supplier
purchase
project management plan
Deliverables
tool
expert judgment
knowledge management
Share tacit knowledge
Interpersonal communication, interest groups, meetings, work shadowing, forums, special lectures, seminars, storytelling, teahouses, interactive training
information management
Share explicit knowledge
Lessons learned register, library services, information collection, project management information system
Interpersonal and team skills
active listening
guide
leadership
interpersonal communication
overall view
output
Lessons Learned Register
content
Situation categories and descriptions, impact recommendations and action plans, challenges, risks and opportunities, etc.
stage
Created early in the project, updated continuously during the project, and classified as an organizational process asset (lessons learned knowledge base) at the end of the project or phase
Project Management Plan (updated)
Organizational process assets (updated)
be careful
most important link
Create an atmosphere of trust that inspires people to share their knowledge and care about the knowledge of others
8.7 Monitoring - Monitor project work
Monitor project work
definition
The process of tracking, reviewing, and reporting overall project progress to achieve the performance objectives identified in the project management plan
effect
Keep stakeholders informed of the current status of the project
Keep stakeholders informed of the future status of the project through cost and schedule forecasts
enter
project management plan
Monitoring requires comparison of actual and planned
job performance information
Summarize the work performance information output by the monitoring sub-process in each knowledge area
tool
data analysis
Deviation analysis (deviation between target and actual performance), trend analysis (predicting the future based on the past), earned value analysis (Fan Jincheng comprehensively analyzes deviations), root cause analysis, alternative analysis, cost-benefit analysis, etc.
decision making
vote
Unanimous consent, majority consent, relative majority principle
output
job performance report
definition
Based on job performance information, compiled in physical or electronic form
content
status reports, progress reports
Earned Value Charts and Information, Overpotential Lines and Forecasts, Reserve Burndown Charts, Defect Histograms, Gauge Indicator Charts, Hot Spot Reports, Beacon Charts, and more
be careful
supervise
Includes collecting, measuring and analyzing measurement results and predicting trends to drive process improvements
control
Including revising corrective or preventive actions or re-planning, and tracking the implementation of the action plan
8.8 Monitoring - Implementing overall change control
Implement organizational change control
definition
Review all change requests, approve changes, manage changes, and communicate results of change processing
effect
Ensure a comprehensive review of documented changes in the project
8 step process
8 step process
Ensure a comprehensive review of documented changes in the project
8 step process
Ensure a comprehensive review of documented changes in the project
8 step process
Ensure a comprehensive review of documented changes in the project
8 step process
Ensure a comprehensive review of documented changes in the project
8 step process
Ensure a comprehensive review of documented changes in the project
8 step process
Ensure a comprehensive review of documented changes in the project
8 step process
Ensure a comprehensive review of documented changes in the project
8 step process
Ensure a comprehensive review of documented changes in the project
enter
project management plan
change management plan
Provide guidance for the change control process and document CCB roles and responsibilities
progress baseline, cost baseline
Used to evaluate the impact of changes on schedule and cost
job performance report
Resource availability, schedule and cost data, earned value reports, burn charts, burn down charts
change request
tool
change control tools
Manual or information tools
Meeting
Conduct change control meetings with CCB
output
Approved change request
pass
Implemented through the Direct and Manage Project Work process
postpone or reject
Notify the person or group requesting the change
Project Management Plan Update
Changes to the benchmark can only be based on future situations and cannot change past performance.
Project file updates
All changes that occur (passed and failed) are recorded in the change diary
Note: Any project document that is formally controlled can be changed during this process
be careful
project manager
This process runs throughout the project, with the project manager assuming ultimate responsibility
Make a request
time
At any time during the project life cycle, any stakeholder involved in the project can submit a change request
form
Can be made orally, but all change requests must be documented in writing
Responsible
Each change must be approved, deferred, or rejected by a responsible person, who should be designated in the project management plan
CCB
Responsible for reviewing, approving, deferring or denying project changes, and documenting and communicating change processing decisions
It is a decision-making body, not an operating body
It can be composed of multiple people, or it can be composed of just one person.
It is not required and not all change requests must be approved by the CCB
When necessary, the change control board (CCB) should be responsible for implementing the organizational change control process.
8.9 Closure - ending the project or phase
End project or phase
definition
The process of closing all activities for a project, phase, or contract
effect
Archive project or phase information and complete planned work
Freeing up organizational team resources to start new work
enter
Project Charter
Documents project success criteria, approval requirements, and who will sign off on project closure
project management plan
Review the project management plan to ensure all work has been completed and project objectives have been achieved
Project management documents
feasibility study report
Documented business requirements and cost-benefit analysis
project evaluation report
Outlines the project's target performance
protocol
Define requirements for formal closing of procurement
Deliverables for acceptance
Handover results for use in closing steps
organizational process assets
Project or Phase Closure Guidelines and Requirements
tool
expert judgment
Experts in management control, auditing, regulations and procurement, laws and regulations, etc.
Meeting
Closing report meeting, customer summary meeting, experience and lesson summary meeting, celebration party
output
Final product, service or result
handed over to client
project final report
Summarize project performance
be careful
Necessary steps
Gain overall acceptance of the project or phase
If terminated early, change to "Record reason for termination"
handover results
If terminated early, change to "hand over completed and unfinished results"
Summarize and record lessons learned
Organizational process asset updates
Document archiving
Release resources
Optional steps
Stakeholder satisfaction survey
celebration party
Chapter 9 Project Scope Management
9.1 Management basics
scope
Product Range
definition
The features and functions of a product, service or result
Basis for measuring completion
product demand
Project scope
definition
Work that must be done to deliver a product, service, or result with specified features and functionality
Basis for measuring completion
project management plan
Product scope determines project scope, and project scope serves product scope.
Changes in either party will not necessarily cause changes in the other party
scope creep
gold plated
Project activities that do not solve practical problems and have no application value while actively "pleasing" customers
scope creep
Passively “accept” customers’ constant requests for small, imperceptible scope changes
If scope creep has occurred, you still need to go through the change process
new management practices
Requirements have always been the focus of project management
Focus more on working with the Business Analyst BA
Business Analyst responsibilities should also include activities related to requirements management
The PM is responsible for including demand activities into the project management plan, completing them on time, and creating value.
There should be a partnership between PM and BA
9.2 Project Scope Management Process
Process overview
Planning - Planning Scope Management
The process of creating a scope management plan to document how project scope and product scope are defined, validated, and controlled.
Planning - gathering requirements
Identify, document and manage stakeholder needs to achieve project objectives
Planning - Defining Scope
Develop detailed project and product descriptions
Planning - Create WBS
Break down project deliverables and project work into smaller, more manageable components
Monitoring-Confirmation Scope
Formal acceptance of completed project deliverables
Monitoring-control scope
Monitor project and product scope status and manage scope baseline changes
Agile and adaptive methods
Reduce time to define and negotiate scope early in the project
Build and review prototypes with purpose and clarify requirements through multiple releases
Use backlog (including product requirements and user stories) to reflect current needs
Define and approve detailed scope at the beginning of each iteration
Sponsors and customer representatives should continue to be involved in the project and provide feedback on the deliverables delivered by iterations
9.3 Planning-Planning Scope Management
planning scope management
definition
The process of creating a scope management plan to document how project scope and product scope are defined, validated, and controlled
effect
Provide guidance and direction on how to manage scope throughout the project
enter
Project Charter
Record project purpose, project description, assumptions, constraints, and high-level requirements
project management plan
quality management plan
The way in which an organization's quality policy is implemented affects the way in which scope is managed
Project life cycle description
The series of stages a project goes through from inception to completion
development method
Predictive, adaptive, hybrid, etc.
tool
data analysis
Alternatives Analysis
Detail various methods for creating products, confirming scope and controlling scope
Meeting
Planning meeting (PM, sponsor, team, stakeholders, process owner, etc.)
output
scope management plan
Describe how scope is defined, developed, monitored, controlled, and validated
Can be formal or informal, very detailed or highly general
Scope management plan has no scope
work for guidance
Develop a project scope statement
Create a WBS based on the detailed project scope statement
Determine how to approve and maintain the scope baseline
Formal acceptance of completed project deliverables
demand management plan
Describe how requirements are analyzed, documented, and managed
Requirements management plan has no requirements
main content
How to plan, track, and report various demand activities
Configuration management activities
Requirements prioritization process
Metrics to measure and reasons for using them
Reflects which requirement attributes will be included in the tracking matrix
9.4 Planning-gathering requirements
Gather requirements
definition
The process of identifying, documenting and managing the needs and wants of stakeholders to achieve objectives
effect
Lay the foundation for defining product scope and project scope
enter
Project management documents
Business case, the necessary, expected and optional standards that should be met to meet business needs
protocol
Contains project and product requirements
Project Charter
Documented project overview and high-level requirements that will be used to specify detailed requirements
demand management plan
Contains information on how to collect, analyze, and document project requirements
Stakeholder register
Used to understand the main needs and expectations of stakeholders for the project
tool
Interview
Direct chat, preset and impromptu questions, one-to-one, one-to-many, access to confidential information
focus group
Same function, similar background, subject matter experts (SME), moderator, interactive discussion
Speaking of "scope"
guided seminar
Cross-functional, different departments, coordinate differences among stakeholders, and reach consensus
Questionnaire
Diversified audience, geographically dispersed, fast completion, suitable for statistical analysis
observe and talk
Direct viewing, difficulty or unwillingness to explain clearly, and digging out hidden needs
prototype method
Rework risk mitigation, progressive detailing, agile, storyboarding
Benchmarking
Comparable organizations, identify best practices, formulate improvement opinions, and provide basis for performance appraisal
Brainstorming
Stimulate creativity as much as possible, generate as many ideas as possible, and speak freely
nominal group
In-depth application of brainstorming, voting, and prioritization
mind Mapping
Integrate, reflect commonalities and differences, and inspire more new ideas
Affinity diagram
Grouping helps to formulate WBS
decision making
vote
unanimously agreed
everyone agrees
most principles
More than 50% of people agree
relative majority rule
A relative majority agrees
dictatorship
One person is responsible for making decisions for the entire group
Multi-criteria decision analysis
Set standards, set weights, score, calculate total scores, prioritize
Delphi technique
Experts, anonymity, multiple rounds, convergence, elimination of bias
output
requirements document
Describe how various single requirements will satisfy project-related business needs
Only requirements that are clear, traceable, complete, coordinated, and are willing to be recognized by key stakeholders can be used as a benchmark.
Requirement Category
Business needs
High-level needs of the entire organization
Stakeholder needs
Stakeholder needs
Solution requirements
Characteristics that the deliverable must have to meet business needs and stakeholder needs
transition and readiness requirements
Such as data conversion and training needs
Project requirements
Actions, processes, or other conditions that need to be met for the project
quality requirements
Any conditions or criteria used to confirm the successful completion of project deliverables or achievement of other project requirements
Requirements Tracking Matrix
A form that connects product (project) requirements from their source to the deliverables that satisfy the requirements
forward tracking
Original requirements——>Requirements document——>Product
reverse tracking
Product——>Requirements Document——>Original Requirements
Track requirements
Business needs, opportunities, goals and objectives
Project Objectives
Project specifications and WBS deliverables
product design
product development
Test strategies and test scenarios
High-level requirements to detailed requirements
9.5 Planning - Defining Scope
Define scope
definition
The process of developing detailed project and product descriptions
effect
Describe the boundaries and acceptance criteria for a product, service, or outcome
enter
Project Charter
A high-level description of the project, product characteristics, and approval requirements
requirements document
Requirements that should be included in scope are identified
tool
product analysis
Convert the high-level product description in the project charter into deliverables
Including: product decomposition, system analysis, demand analysis, systems engineering, value engineering, value analysis, etc.
data analysis
Alternatives Analysis
Evaluate various methods for achieving the needs and goals stated in the project charter
decision making
Multi-criteria decision analysis
Interpersonal and team skills
guide
Coordinate key stakeholders to achieve cross-functional consensus on project deliverables and project and product boundaries
output
project scope statement
Product range description
Progressively refine the characteristics of the product, service, or outcome described in the project charter and requirements document
Deliverables
Any unique and verifiable product, result or service capability that must be produced
Also includes ancillary results such as project management reports and documentation
Acceptance Criteria
A series of conditions that must be met before a deliverable can be accepted
Project Exclusions
Clearly state what is outside the scope of the project
Helps manage stakeholder expectations and reduce scope creep
be careful
The define scope process requires the final project requirements to be selected from the requirements document
Requires multiple iterations of the process of defining scope
User needs often change
is one of the range benchmarks
9.6 Planning-Creating WBS
Create WBS
definition
The process of breaking down project deliverables and project work into smaller, more manageable components (work packages)
effect
Provide a structure for what is to be delivered
enter
scope management plan
Defines how to create a WBS based on the project scope statement
project scope statement
For identifying and analyzing deliverables
requirements document
Used to verify that the decomposition of deliverables meets the original requirements
tool
break down
Gradually divide deliverables into smaller, more manageable components
output
Scope Baseline
The approved project scope statement, WBS, and WBS dictionary can only be changed through formal change control procedures.
be careful
The WBS organizes and defines the overall scope of the project
Work
Refers to the work product or deliverable that is the result of an activity
not the activity itself
5 steps of WBS decomposition (back)
Identify and analyze deliverables and related work
Determine the structure and arrangement of the WBS
Decomposition layer by layer from top to bottom
Develop and assign identification codes to WBS components
Verify that deliverables are broken down to the appropriate extent
3 forms of WBS structure
Place the phases of the project life cycle on the second level
Put deliverables on the second level
Integrate various subcomponents that may be implemented by organizations outside the team (such as outsourced work)
8 things to note
Must be deliverable oriented
noun
Must comply with the scope of the project (100% principle)
The sum of the lower layers is equal to the upper layer
The underlying layer should support planning and control
Within 80 hours
Elements must be responsible for and only one person (independent responsibility principle)
Should be controlled at 4~6 layers
A work unit can only be subordinate to an upper-level unit to avoid cross-subordination.
Can be decomposed into sub-projects A, B, C...
Should include project management work, but also subcontracted work
Requires participation of all (key) stakeholders
Not static
control account
Is a management control point (that can be linked to an organization's financial procedures) at which scope, budget, actual costs, and schedule are integrated and compared to earned value to measure performance
Each control account may include one or more work packages (or planning packages)
A work package can only belong to one control account
9.7 Monitoring-Confirmation Scope
Confirm scope
definition
The process of formal acceptance of completed project deliverables
effect
Make the acceptance process objective
Increase the likelihood of acceptance of the final product, service or result by validating each deliverable
enter
Verified deliverables
Deliverables that have been completed and verified as correct by the control quality process
project management plan
scope management plan
demand management plan
Scope Baseline
Compare the scope baseline to actual results to determine whether changes, corrective actions, or prevention are necessary
Check whether the deliverable's acceptance criteria are met
project files
requirements document
Compare requirements to actual results to determine whether changes, corrective actions, or prevention are necessary
Check whether the original requirements are met
Requirements Tracking Matrix
Contains information related to requirements, including how to confirm requirements
Check whether there are any missed requirements or scope creep
tool
examine
Conduct activities such as measurement, review and validation to determine whether work and deliverables meet requirements and product acceptance criteria
Acceptance Testing - Typical Scope Validation Technique
output
Deliverables for acceptance
pass
Conduct activities such as measurement, review and validation to determine whether work and deliverables meet requirements and product acceptance criteria
Validation, Validate-confirmation (result)
change request
Did not pass
(1) Record the reasons; (2) Submit a change request; (3) Perform defect remediation
be careful
Steps to confirm scope
Determine when scope validation is required
Identify what inputs are needed for scoping validation
Determine the formally accepted criteria and elements for scoping
Determine the organizational steps for a scoping meeting
Organization scope confirmation meeting
Questions that need to be checked to confirm the scope (back)
Whether the deliverables are certain and confirmable
Does each deliverable have clear milestones, and do milestones have clear, identifiable events?
Are there clear quality standards?
Are reviews and commitments clearly expressed?
Are there any omissions or errors in the project scope?
Whether the project scope risks are too high and whether management can reduce the impact on the project when risks occur
Stakeholder concerns (selection)
Management
Pay attention to whether the impact of the scope on schedule, funds and resources exceeds the scope of the organization.
Is the input-output reasonable?
client
Focus on product range
Concerned about whether the project's deliverables are sufficient to complete the product or service
project management staff
Pay attention to project constraints, whether time, money and resources are sufficient
Main potential risks and prepared solutions
project team members
Pay attention to the elements you are involved in and responsible for in the project scope
Do you have enough working hours, do you have multiple jobs, and do you have conflicts in your work?
9.8 Monitoring-Control Scope
Control range
definition
Monitor project and product scope status and manage the process of scope baseline changes
effect
Maintain scope baseline throughout the project
enter
project management plan
Scope Baseline
Compare the scope baseline to actual results to determine if changes are necessary
job performance data
Number of deliverables verified, validated and completed
tool
Deviation analysis
Compare baseline to actual results to determine if deviations are within critical value intervals
trend analysis
Review project performance over time to determine whether performance is improving or deteriorating
output
job performance information
Identified scope deviations and causes, impact of deviations, predictions of future scope performance
change request
After analyzing project performance, change requests may be made to scope baseline, schedule baseline, etc.
Chapter 10 Project Progress Management
10.1 Management basics
Definitions and general requirements
Steps to prepare a schedule
Choose a schedule method
Enter project-specific data into scheduling tools to create schedule models
Form project schedule based on schedule model
new management practices
Iteration schedule with unfinished items
feature
It is a rolling planning method based on adaptive life cycle
Allow changes to occur throughout the development lifecycle
Document requirements in user stories, prioritize and optimize before building
Then develop product features within the specified time
Applicable to
Deliver incremental value to customers
Multiple teams working on large, interconnected, smaller features in parallel
On-demand schedule
feature
Does not rely on a predefined schedule
Extract work tasks from backlog items and work sequences as soon as resources become available
Applicable to
Projects that develop products incrementally in an operational or ongoing environment
Projects with relatively similar size or scope of work tasks
Projects where tasks can be grouped according to size or scope
10.2 Project progress management process
Process overview
Planning-Planning Progress Management
Develop policies, procedures and documents for planning, preparing, managing, executing and controlling project progress
Planning - Defining Progress
Identify and document specific activities required to complete project deliverables
Planning - Sequencing activities
Identify and document relationships between project activities
Planning - Estimate activity duration
Based on the results of resource estimation, estimate the number of work periods required to complete a single activity
Planning - developing a schedule
Analyze activity sequence, duration, resource requirements, and schedule constraints to create a schedule model
Monitor - control progress
Monitor project activity status, update project progress, and manage progress baseline changes
Agile and adaptive methods
In large organizations, there may be a mix of small-scale and large-scale projects
Long-term roadmap needs to be developed, managed through scale parameters
A range of techniques may be required, including predictive approaches, adaptive approaches or a hybrid of the two
10.3 Planning-Planning progress management
Planning progress management
definition
Develop policies, procedures and documents for planning, preparing, managing, executing and controlling project progress
effect
Provide guidance and direction on how to manage project progress throughout the project
enter
Project Charter
The prescribed overall milestone schedule affects the project's progress management
project management plan
development method
Helps define schedule planning methods, estimating techniques
tool
data analysis
Alternatives Analysis
May include determining which scheduling methods to use
Meeting
Planning meeting (PM, sponsor, team, stakeholders, process owner, etc.)
output
progress management plan
Release and iteration length of schedule
Accuracy
unit of measurement
control threshold
The maximum difference allowed before some action is required
performance measurement rules
Earned Value Management Rules
fixed formula method
X/Y, X is the workload at the beginning, Y is the workload at the end
Applicable to situations where workload cannot be measured accurately
report format
10.4 Planning - Defining Activities
Define activities
definition
Identify and document specific activities required to complete project deliverables
effect
Decompose work packages into activities as the basis for schedule estimation, planning, execution, supervision, and control of project work
enter
project management plan
progress management plan
Define schedule method, rolling planning duration
Scope Baseline
Consider the WBS, deliverables
tool
break down
Work package -> activities, let team members participate in the decomposition process
rolling planning
Detailed planning for the near term and rough planning for the long term are progressive and detailed planning methods.
output
Activity List/Activity Properties
Includes all progress activities
Milestone List
Include all milestones
The duration of a milestone is zero, and it only represents an important point in time or event, not an activity.
Classification
Mandatory
as required by law or contract
Selectivity
As determined based on historical information
10.5 Planning – Sequencing Activities
Sequence activities
definition
Identify and document relationships between project activities
effect
Define logical relationships between work to achieve maximum efficiency given all project constraints
enter
project management plan
progress management plan
Specifies the method and accuracy for sequencing activities
Scope Baseline
Consider the WBS, deliverables
project files
Activity list
Lists all schedule activities required for the project and to be queued
Milestone List
Date when specific milestones are achieved, which may affect how activities are sequenced
Hypothetical log
Documented assumptions and constraints that may affect how activities are sequenced
tool
predecessor relationship drawing method
Also called leader diagram method, PDM, single code method, node method, AON
Use nodes to represent activities, and use one or more logical relationships to connect activities to show the order of implementation of activities.
4 logical relationships
Finish to start FS
Most used
Complete to Complete FF
start to start SF
Start to finish SF
rarely use
A successor activity cannot be completed or started until the predecessor activity is completed or started.
arrow line drawing
Also called ADM, dual code name method, AOA
Use arrow lines to represent activities, and display the activity name and related information on the arrow lines.
Nodes represent "events" of connection activity
virtual activity
Does not actually exist, represented by a dotted line
Does not consume time and resources, just to express logical relationships
3 principles
There will not be the same codename in the network diagram
At least one of the codes of the preceding event and the following event of any two activities is different, and the node codes become larger and larger along the direction of the arrow.
Activities that flow into (or flow out of) the same node have a common successor activity (or predecessor activity)
Determine and integrate dependencies
Mandatory dependencies (hard logic, hard dependencies)
Dependencies required by law or contract or determined by the inherent nature of the work
The project team cannot violate
Selective dependencies (preferred logic, priority logic, soft logic)
Dependencies established based on best practices or based on some special nature of the project
Project teams are free to choose
internal dependencies
Dependencies between project activities and non-project activities
The project team is uncontrollable
external dependencies
Is the immediate relationship between project activities
Project team controllable
lead and lag
lead time
The amount of time that a successor activity can be advanced relative to its predecessor activity
Represented by negative values
Hysteresis
The amount of time that the successor activity needs to be delayed relative to its predecessor activity
Represented by positive values
output
Project progress network diagram
Graphics that represent logical relationships between project schedule activities
path convergence
Activities with multiple predecessor activities
path branch
Events with multiple follow-on events
There is a greater risk
10.6 Planning - Estimating activity durations
Estimate activity duration
definition
Based on the results of resource estimation, estimate the number of work periods required to complete a single activity
effect
Determine the amount of time it will take to complete each activity
enter
project management plan
progress management plan
Specifies the method and accuracy of estimation
Scope Baseline
WBS dictionary includes technical details that may affect effort and duration estimates
project files
Activity list
All activities to be estimated
Milestone List
Planned achievement dates for specific milestones, which may affect duration estimates
Resource requirements
The activity's demand for resources affects the estimate
Resource Calendar
Resource availability, resource type, and resource nature affect estimates
tool
analogy estimation
Use historical data from similar activities or projects to estimate
Lower cost, less time consuming, less accurate, insufficient project details
parameter estimation
Use statistical relationships between historical data and other variables to estimate
Parametric model, basic data, formulas
three point estimate
Derived from Program Review Technology (PERT)
Consider uncertainty and risk in estimates when historical data are insufficient
Expected value M calculation formula
triangular distribution
(most pessimistic most optimistic most likely)/3
beta distribution
(Most pessimistic, most optimistic, most likely × 4)/6
Standard deviation σ calculation formula
(most pessimistic - most optimistic)/6
Variance V calculation formula
σ^2
several probability values
The probability of one side of the expected value
50%
The probability of the expected value ±1σ interval
68.26%
The probability of the expected value ±2σ interval
93.46%
The probability of the expected value ±3σ interval
99.73%
The expected value of two activities A and B that precede and follow each other on a path
A’s expected value B’s expected value
The expected value of two activities A and B that precede and follow each other on a path
(under the root sign) (variance of A, variance of B)
top-down estimation
Summarize estimates of WBS components layer by layer from bottom to top
decision making
vote
Derived from "show of hands", often used in agile projects
output
duration estimate
include
The time required to complete this activity, the change range, and the probability
Not included
lead time, lag time
be careful
Factors considered in estimating
law of diminishing returns
Factors that increase the investment required will eventually reach a critical point
Output after this point decreases as this factor is added
Resource quantity
Increasing the number of resources may not necessarily shorten the time
Duration may increase due to knowledge transfer, learning curve, additional collaboration, etc.
learning curve
Practice makes perfect, skill proficiency will determine the duration of the activity
skill improved
Sourcing the latest technology, which may impact duration and resource requirements
Employee incentive
student syndrome
People only go all out at the last moment, when the deadline is approaching
Procrastination
Parkinson's Law
As long as there is time, the work will continue to expand until all time is used up
10.7 Planning - Develop a schedule
Develop a progress plan
definition
Analyze activity sequence, duration, resource requirements, and schedule constraints to create a schedule model
effect
Develop a schedule model with planned dates for completing project activities
enter
project management plan
progress management plan
Specifies methods and tools for preparing plans
Scope Baseline
Deliverable details to use when creating the schedule model
project files
Project progress network diagram
Contains logical relationships used to derive schedules
duration estimate
Extrapolation for schedule planning
Resource requirements
The type and quantity of resources required by the activity to create the schedule model
Resource Calendar
Specifies resource availability during the project
tool
critical path method CPM
effect
Estimate the minimum duration of the project
Determine schedule flexibility for logical network pathways
practice
Without considering any resource constraints, forward and backward analysis along the progress network path
Calculate the earliest start, earliest end, latest start and latest end dates for all activities
Critical Path
The longest activity sequence in the project determines the shortest possible project duration
There may be multiple critical paths. The more critical paths there are, the greater the risk of delay.
The total float of an activity closing into a path is usually zero, but may be positive or negative.
secondary critical path
The path whose time length is closest to the critical path
The closer the critical path and sub-critical path lengths are, the greater the risk of delay
Note: The schedule planned by the critical path method may not be feasible because it does not consider resource constraints and needs to be coordinated with resource balancing.
seven grid diagram
ES - earliest start time
DU - activity duration
EF - earliest end time
Event name
LS - latest start time
TF - total float time
LF - latest end time
Total float time TF
The time by which a schedule activity can be pushed back or delayed from its earliest start date without delaying the project completion date or violating schedule constraints
Free float time FF
The amount of time a schedule activity can be delayed without delaying the earliest start date of any successor activity or violating schedule constraints
ES = the largest value of EF among all monetary activities
EF=ESDU
LS = ES TF
LF = the minimum value of LS of all successor activities
TF = LS - ES = LF - EF
FF = the smallest value of ES of all immediately following activities - EF
Resource optimization technology
resource balancing
Adjust start and finish dates based on resource constraints to reduce resource load changes
Often results in critical path changes
Resource smoothing
An activity is only delayed within its free and total float
Do not change the critical path
Unable to optimize all resources
Progress compression
rush work
By increasing resources, the schedule can be compressed at the lowest cost.
Applies only to activities on the critical path whose duration can be shortened by adding resources
example
Approve overtime
Add additional resources
Pay expedited fee
Will definitely increase costs and may increase risks
Progress follow-up
Changing activities or phases that normally occur sequentially into at least partially parallel activities
Applies only to activities that are selectively dependent on each other
It will increase quality risks and does not directly increase costs. If rework is required, it will increase
Shorten the construction period without reducing the project scope
data analysis
What-if scenario analysis
Evaluate various scenarios and predict their impact on project objectives
simulation
Commonly used is Monte Carlo analysis
Agile or adaptive release rules
Release progress timeline (usually 3 to 6 months)
Determined number of iterations or sprints for release
output
progress baseline
Schedule model schedule data, used to export project schedules in different formats
Project schedule
Milestone Progress Plan (Milestone Chart)
Report to client
Summary progress plan (bar chart, Gantt chart)
Report to management
Detailed progress plan (logical bar chart, time scale logic chart)
Optimize relationships between activities
Contains a time scale and a bar indicating activity duration
Construction period
The ruler scale corresponding to the last node
Critical Path
Among all paths from the first node to the last node, there is no path that passes through the wavy line.
Activity duration
The length of the horizontal arrow solid line between the start node and the end node of the activity
Active free float FF
The length of the wavy line between the start node and the end node of the activity
The total float time of the activity TF
Starting from the start node of the activity and passing through itself to the last node, the minimum value of the sum of the wavy lines on each path is
10.8 Monitoring - Monitoring progress
Monitor progress
definition
Monitor project activity status, update project progress, and manage progress baseline changes
effect
Maintain schedule baselines throughout the project
enter
project management plan
progress baseline
Compare to actual results to determine whether changes need to be made or corrective or preventive actions taken
job performance data
Which activities have been started, how they are progressing, and which activities have been completed
tool
performance review
Measure, compare and analyze schedule performance against schedule baselines
trend analysis
Examine project performance over time to determine whether performance is improving or deteriorating
output
job performance information
Includes performance of project work compared to schedule baseline
change request
be careful
Follow content
Determine the current status of project progress
influence factors causing change
Reconsider necessary progress reserves
Determine whether the project schedule has changed
Manage changes as they actually occur
Ways to shorten the construction period
rush work
Dedicate more resources or work more hours to shorten the duration of key activities
Quick follow up
Parallel construction to shorten critical path length
Use highly qualified resources or experienced personnel
With the consent of Party A, reduce the scope of activities or lower the requirements of activities
Improve methods or techniques to increase production efficiency
Strengthen quality management, discover problems in time, reduce rework, thereby shortening the construction period
6 universal items
Chapter 11 Project Cost Management
10.1 Management basics
importance and significance
Function and significance
Project cost management is about ensuring that the project is completed within the approved budget
Different stakeholders may cost the project in different ways at different times.
For small projects, the relationship between cost estimating and cost budgeting is so close that it can be regarded as a process, completed by one person in a relatively short period of time.
Reasons for out-of-control costs
Insufficient understanding of engineering projects
The organizational system is not sound
Methodological issues
technical constraints
Improper demand management
Related terms and definitions
Product life cycle cost
All costs incurred during the entire life cycle of a product or system, including the acquisition phase (activities such as design, production, installation and testing), operation and maintenance, and disposal of the product at the end of the life cycle.
Type of cost
direct cost
Costs directly attributable to project work
Such as: team travel expenses, wages, materials and equipment usage fees used in the project, etc.
s
Costs allocated to this project from the general administrative expense account or project costs shared by several projects
Such as: taxes, additional benefits, security fees, etc.
fixed costs
Non-recurring costs that do not change with changes in production volume, workload, and time
Variable costs
Costs that vary with production volume, workload, and time
Sunk costs
Costs that have already occurred because of past decisions and cannot be changed by any decisions by present or future people
It is uncontrollable and will affect people's behavior and decision-making. It should be eliminated as much as possible when making investment decisions.
opportunity cost
After making a certain choice, you also lose other choices, which is the biggest loss among other choices.
new management practices
Extension to Earned Value Management (EVM), introducing Earned Progress (ES)
10.2 Project Cost Management Process
Process overview
Planning - Planning Cost Management
Determine how to estimate, budget, manage, monitor and control project costs
Planning - Estimating Costs
Provide an approximate estimate of the monetary resources required to complete project activities
Planning - making a budget
Aggregate the estimated costs of all individual activities or work packages to establish an approved cost baseline
Monitor-control costs
Monitor project activity status, update project progress, and manage progress baseline changes
Agile and adaptive methods
lightweight estimation method
Projects with high variability, incomplete scope, and frequent changes
Detailed estimation method
Projects with short-term planning using just-in-time
10.3 Planning - planning cost management
Planning progress management
definition
Determine how to estimate, budget, manage, monitor and control project costs
effect
Provide guidance and direction on how to manage project costs throughout the project period
enter
Project Charter
Pre-approved financial budgets and project approval requirements have an impact on project cost management
project management plan
progress management plan
Provides processes and control methods affecting cost estimation and management
tool
data analysis
Alternatives Analysis
Consideration of methods to raise funds and project resources
Meeting
Planning meeting (PM, sponsor, team, stakeholders, process owner, etc.)
output
cost management plan
Describe how project costs will be planned, scheduled and controlled
Can be formal or informal, very detailed or highly general
Cost management plan without cost
Contains content
unit of measurement
Accuracy
Accuracy
Organization Program Links
Control account CA
performance measurement rules
report format
10.6 Planning - Estimating Costs
Estimate cost
definition
Based on the results of resource estimation, estimate the number of work periods required to complete a single activity
effect
Determine the funding required for the project
enter
project management plan
cost management plan
Describe available estimation methods and the accuracy and precision of the estimates
Scope Baseline
Funding constraints, or other financial assumptions and constraints
project files
risk register
cost of responding to risks
Project schedule
The length of progress affects interest, management fees, and materials whose prices fluctuate with seasons.
Resource requirements
Identify the types and quantities of resources required for each work package or activity
tool
analogy estimation
Use historical data from similar activities or projects to estimate
Lower cost, less time consuming, less accurate, insufficient project details
parameter estimation
Use statistical relationships between historical data and other variables to estimate
Parametric model, basic data, formulas
three point estimate
Derived from Program Review Technology (PERT)
Consider uncertainty and risk in estimates when historical data are insufficient
Expected value M calculation formula
triangular distribution
(most pessimistic most optimistic most likely)/3
beta distribution
(Most pessimistic, most optimistic, most likely × 4)/6
Standard deviation σ calculation formula
(most pessimistic - most optimistic)/6
Variance V calculation formula
σ^2
several probability values
The probability of one side of the expected value
50%
The probability of the expected value ±1σ interval
68.26%
The probability of the expected value ±2σ interval
93.46%
The probability of the expected value ±3σ interval
99.73%
The expected value of two activities A and B that precede and follow each other on a path
A’s expected value B’s expected value
The expected value of two activities A and B that precede and follow each other on a path
(under the root sign) (variance of A, variance of B)
Reserve analysis
contingency reserve
Dealing with “known-unknown” risks
Included in the benchmark, it can be used directly after the risk occurs
Contingency reserves can be established for a specific activity, the entire project, or both
Contingency reserves can be drawn upon, reduced or eliminated
Cost of quality COQ
Various assumptions about quality costs are used
output
Cost Estimate
include
Costs that may be required to complete the project work
Contingency reserves for identified risks
should be overridden
Labor, materials, equipment, services, facilities, information technology
special costs
Inflation allowance, financing costs (interest), exchange rates, contingency costs
s
be careful
A cost estimate is a cost prediction based on known information at a specific point in time.
When estimating, cost alternatives need to be weighed and risks considered to optimize project costs
Usually estimated in monetary units, sometimes other units of measurement may also be used
Like people and days, to eliminate the impact of inflation and facilitate cost comparisons
The accuracy of estimates gradually improves as the project progresses
Rough magnitude estimate
-25%~75%
deterministic estimate
-5%~10%
The estimate should consider all resources charged for the project
Manpower, materials, equipment, services, facilities
special costs
Inflation allowance, financing costs, contingency costs
Cost estimates can be presented at the activity level or in aggregate form
10.7 Planning - Budgeting
Develop a progress plan
definition
Aggregate the estimated costs of all individual activities or work packages to establish an approved cost baseline
effect
Determine the cost baseline against which project performance can be monitored and controlled
enter
project management plan
cost management plan
Describe how project costs are included in project budgets
Scope Baseline
Detailed information in the scope baseline that can be used for cost estimating and management
project files
Cost Estimate
Aggregate cost estimates for activities
risk register
Determine how to aggregate risk response costs
Project schedule
Summarize planned and actual costs into corresponding calendar periods
project management plan
feasibility study report
Financial success factors identified
project evaluation report
Outlines project target performance
protocol
Consider the cost of the purchased product, service or result
tool
cost summary
Activity Cost Estimate->Work Package->Control Account->Entire Project
Reserve analysis
management reserve
Dealing with “unknown-unknown” risks
Not included in the baseline, but part of the overall project budget and funding requirements
After a risk occurs, you need to go through the change process to apply for trial.
If management reserves are used, the used portion must be added to the cost baseline.
Funding Limit Balance
Ensure adequate funds are available within established funding limits
May result in schedule changes
output
cost basis
Approved project budget allocated by time period, excluding any management reserves
Includes both projected expenditures and projected debt
The cost basis can be allocated by time period to obtain an S-curve
Project funding requirements
Cost Baseline Management Reserve
Determine the total funding requirements and periodic funding requirements based on the cost baseline
Project funds are usually invested in increments and may be uneven and ladder-like.
10.8 Monitor-Control Costs
Monitor progress
definition
Monitor project activity status, update project progress, and manage progress baseline changes
effect
Maintain cost baselines throughout the project
enter
job performance data
Which costs have been approved, incurred, paid and invoiced
project management plan
cost basis
Compare to actual results to determine whether changes need to be made or corrective or preventive actions taken
tool
data analysis
Earned value analysis EVA
BAC
completion budget
Also called Performance Measurement Benchmark (PMB)
Does not include management reserves
BAC=EV represents completion
PV
planned value
How much value do you plan to do by a certain point in time?
Planned workload x budgeted unit price
EV
earned value
As of a certain point in time, how much value has actually been done?
Actual workload x budgeted unit price
AC
actual cost
How much money has actually been spent up to a certain point in time?
Actual workload x actual unit price
Deviation AnalysisEVA
SV
progress deviation
SV = EV - PV
SV>O--the progress is ahead of schedule; SV=0--the progress is in line; SV<0--the progress is behind the schedule
When the project is completed, the schedule variance will eventually equal zero
CV
cost deviation
CV = EV - AC
CV>0--cost savings; CV=0--cost compliance; CV<0--cost overrun
SPI
schedule performance index
SPI = EV / PV
SPI>1--the progress is ahead of schedule; SPI=1--the progress is in line; SPI<1--the progress is behind the schedule
CPI
cost performance index
CPI=EV/AC
CPI>1--cost savings; CPI=1--cost compliance; CPI<1--cost overrun
predict
ETC
Budget required for completion
ETC = EAC - AC
EAC
completion budget
typical
AC (BAC - EV)/CPI or BAC/CPI
atypical
AC (BAC-EV)
Calculate time EAC
In the above formula, CPI is replaced by SPI, and other parameters are expressed in time units.
Performance index to completion
TCPI
TCPI = (BAC - EV) / (BAC - AC)
Ease of remaining work
>1, the more you live, the less money you will earn; <1, the less you live, the more money you will earn; =1, the more you live, the more money you will earn.
Completion Variance
VAC
VAC = BAC - EAC
output
job performance information
Includes performance of project work compared to schedule baseline
change request
be careful
Key Analysis
The relationship between project capital expenditures and corresponding work completed
The key to effective cost control
Manage approved cost baselines
cost control goals
Monitor work performance against capital expenditures
Monitor cost performance, identify and analyze cost deviations
Try to keep expected cost overruns within acceptable limits
Ensure cost expenditures do not exceed approved funding limits
Influence factors that cause cost baseline changes
Ensure all change requests are processed promptly
Manage changes as they actually occur
Prevent unapproved changes in cost or resource usage reports
Report all approved changes and their associated costs to stakeholders
Chapter 12 Project Quality Management
The Seventh Tool: Yinliu Hepa Zhikong Powder
12.1 Management basics
Quality and project quality
quality and grade
quality
The degree to which a set of intrinsic characteristics meets requirements (product quality, work quality)
grade
Classification of levels of deliverables that have the same purpose but different technical characteristics
Contact difference
High grade does not necessarily mean high quality; low grade does not necessarily mean low quality.
Low-grade, high-quality products can also be recognized
High grade, low quality products will not be accepted
Prevention is better than inspection
The cost of preventing an error is usually much lower than the cost of finding and correcting it during inspection or use
Project quality
Project contracts are usually the main basis for project quality management
SOW
Quality Control
Quality Control
definition
Determine the quality policy, objectives and responsibilities and implement all activities of all management functions through quality planning, quality assurance, quality control and quality improvement in the quality system
content
Quality policy
The organization's overall quality purpose and direction, formally announced by the organization's top management
Quality goal
Goals pursued in terms of quality
Responsibilities
Five levels of quality management in increasing order of effectiveness
Let customers discover defects
May result in recalls, damage to goodwill and rework costs
Detect and correct defects by controlling quality before delivering to customer
Incurs evaluation and internal failure costs
Pass quality assurance checks and correct the process itself
Incorporate quality into the planning and design of projects and products
Create a culture across the organization focused on and committed to process and product quality
quality standard system
GB/T 19000 series standards
GB/T 19000
State the basis of the system and specify the terminology of the system
GB/T 19001
Specify system requirements to enhance customer satisfaction
GB/T 19002
GB/T 19001 Application Guide
GB/T 19004
Organizational performance improvement and customer and other stakeholder satisfaction
GB/T 19011
Provide guidance on auditing quality and environmental management systems
Total Quality ManagementTQM
definition
Focusing on quality and based on the participation of all employees, we strive to satisfy customers and benefit all members of the organization and society; quality management for all employees, the entire process, and the entire organization
4 elements
Structure, Technology, People, Change Agents
4 core features
Full participation, full process, comprehensive methods, comprehensive results
new management practices
Customer satisfaction
Understand, evaluate, define and manage requirements. Comply with requirements Suitable for use
Agile ensures customer satisfaction is always achieved
keep improve
The "Plan-Do-Check-Act (PDCA)" cycle proposed by Shewhart and refined by Deming is the basis of quality improvement.
Total Quality Management (TQM), Six Sigma and Lean Six Sigma can also improve quality
Management Responsibilities
85/15 principle. Managers are 85% responsible for quality
Mutually beneficial relationships with suppliers
Organizations and their suppliers are interdependent and organizations should focus on long-term relationships rather than short-term gains
Prevention is better than inspection
Quality comes from planning and implementation, not inspection
12.2 Project quality management process
Process overview
Planning-Planning Quality Management QP
Identify quality requirements and standards for projects and deliverables; A written description of how the project will demonstrate compliance with quality requirements and standards
Execution-Quality Management QA
Apply the organization's quality policy to the project; and transform quality management plans into executable quality activities
Monitor-Control Quality QC
Supervise and record the results of quality management activities; Ensure project output is complete, correct, and meets customer expectations
Agile and adaptive methods
Requires multiple quality and review steps throughout the project
Cycle review and regular inspection of the effectiveness of the quality process
Find the root cause of the problem
Recommend implementation of new quality improvement methods
Review meetings to evaluate the trial process and determine if it is feasible and should continue
Focus on working in small batches
Incorporate as many elements of project deliverables as possible
12.3 Planning-Planning Quality Management QP
Plan quality management
definition
Quality Plan
Metrics—Identify quality requirements and standards for projects and deliverables; Plan—A written description of how the project will demonstrate compliance with quality requirements and standards
effect
Provide guidance and direction on how quality will be managed and verified throughout the project
enter
Project Charter
Includes project approval requirements, measurable project objectives and related success criteria that can impact project quality management
project management plan
Scope Baseline
Acceptance criteria for deliverables that define the potential for significant increases or decreases in quality costs
project files
requirements document
Includes quality requirements for projects and products
risk register
Contains information on threats and opportunities that may affect quality requirements
Stakeholder register
Helps identify stakeholders with special interest or impact on quality
organizational process assets
Organization’s quality management system
business environment factors
Government regulations, organizational structure, market conditions, cultural perceptions that may affect quality expectations, etc.
tool
data collection
Benchmarking
Can be used to determine quality standards
Best Practices
Interview
Understand the implicit and explicit needs and expectations for quality of experienced stakeholders
data analysis
Cost-benefit analysis
Compare the likely costs of each quality activity with the expected benefits
Cost-effectiveness
(Essay) See how to get the most bang for your buck
Cost of quality COQ (back)
Consistency cost (to prevent failure)
prevention cost (Create a high-quality product)
Training, equipment, documentation process, completion time
Evaluate costs (assess quality)
Inspection, testing, destructive testing losses
Inconsistency costs (for handling failures)
internal failure costs (Failures found in the project)
Rework, scrap
external failure costs (Failure discovered by customer)
Warranty work, lost business, debt
Data performance
Flowchart (Process Chart)
Shows the sequence of steps and possible branches required to transform an input into an output
Map the process details of horizontal value chains to show activities, decisions, branching loops, parallel paths and overall processing sequence
Used to identify potential defects, predict error links, estimate quality costs, and help improve processes
SIPOC model
Deming believed that any organization is a system composed of five interrelated and interactive parts: suppliers, inputs, processes, outputs, and customers.
logical data model
Visualize organizational data and describe it in business language, independent of any specific technology
Used to identify where data integrity or other issues may arise
Matrix diagram
Show strong and weak relationships between factors, causes, and goals where rows and columns intersect
Helps identify quality measures important to project success
mind Mapping
Facilitates rapid collection of project quality requirements, constraints, dependencies, and connections
Inspection and test planning
During the planning stage the project manager and team decide how to test or inspect the product, service or outcome
Different industries have different inspections and tests
output
quality management plan
Describe how applicable policies, procedures, and guidelines will be implemented to achieve quality objectives
Can be formal or informal, very detailed or highly general
Contains content (back)
Quality standards adopted by the project
Project quality goals
Quality roles and responsibilities
Deliverables and processes requiring quality review
Quality control and quality management activities planned for the project
Quality tools used in the project
Main procedures related to the project
quality measures
example
Percentage of tasks completed on time, cost performance measured as CPI, failure rate, number of daily defects identified, total monthly downtime, errors per line of code, customer satisfaction score, test coverage
12.4 Execution-Management Quality QA
Estimate cost
definition
Quality Assurance
Apply the organization's quality policy to the project; and transform quality management plans into executable quality activities
Function (back)
Increase the likelihood of achieving quality goals
Identify ineffective processes and causes of poor quality
Use data and results from the control quality process to demonstrate the overall quality status of the project to stakeholders
enter
project management plan
quality management plan
Defines an acceptable level of quality and how to ensure this level is achieved
project files
quality measures
Set test scenarios for the project based on these indicators
QP output
Quality control measurement results
Helps analyze the process of producing these measurement results
QC output
tool
data collection
Checklist
Used to verify whether a required series of steps has been performed or to check whether a list of requirements has been met
The quality checklist should cover the acceptance criteria defined in the scope baseline
data analysis
Root Cause Analysis
Find the root cause and prevent the problem from happening again
process analysis
Identify process improvement opportunities
Data performance
Cause and effect diagram (fishbone diagram, Ishikawa diagram, why-why analysis diagram)
Break down the reasons for the problem statement into discrete branches
Root cause, main reason, why why, how, 5 why
Histogram
Central tendency, degree of dispersion, shape of distribution, frequency of occurrence of specific variables
Central tendency, degree of dispersion, shape of distribution, frequency of occurrence of specific variables
Scatter plot (correlation plot)
Show the relationship between two variables
One axis represents any element of the process, environment, or activity, and the other axis represents quality defects
Two variables, regression line, strong correlation, independent variable, dependent variable
Pareto chart
Main reasons, 80/20 rule, prioritization, focused corrective actions, cumulative frequency
quality audit
Target (back)
Identify best practices
good?
Identify non-compliant practices, gaps and deficiencies
not good?
Share good practices from similar projects
OK -> Share
Assist process improvement and increase production efficiency
Bad -> Improvement
Accumulate experience and lessons
Good and bad->Summary
Confirm implementation of approved change requests
Improve->Supervise
Conducted by a team outside the project (internal or external, pre-arranged or random)
Design for X DfX
Aims to optimize specific aspects of a design that can control or improve final product characteristics
The X in DfX can be different aspects of product development
Problem solving (back)
Define problem, identify root cause, generate solution, select best solution, execute, verify effectiveness
quality improvement methods
PDCA and Six Sigma are most commonly used
output
quality report
Including quality issues, improvement suggestions, corrective action suggestions, etc.
Test and Evaluation Documents
For use in quality control and evaluation of achievement of quality objectives
May include dedicated checklists, detailed requirements tracking matrix
be careful
quality assurance
Focuses on the processes used by the project, aiming to execute the project process efficiently
Quality Control
Includes all quality assurance activities, also related to product design and process improvement
The main work
Make qualified quality according to the quality management plan and quality seismic measurement indicators
Identify best practices, non-compliance, gaps and deficiencies
Address gaps and deficiencies, improve production processes, and eliminate non-value-added activities
Compare actual quality performance to examine the rationality of quality standards and make necessary change requests
Confirm the implementation status of approved change requests (whether the changes have been made or not)
Increase the confidence of key project stakeholders that the project will meet quality requirements
beneficial to
Design optimal mature products by executing design guidelines
build confidence
Ensure quality processes are used and quality objectives are met
Improve the efficiency and effectiveness of processes and activities, and increase stakeholder satisfaction
Managing quality is the shared responsibility of everyone, including PMs, project teams, sponsors, management, and customers
Agile project
Quality management throughout the project is performed by all team members
in traditional projects
Quality management is usually performed by specific team members
12.5 Monitor-Control Quality QC
Monitor progress
definition
Quality Control
Supervise and record the results of quality management activities; Ensure project output is complete, correct, and meets customer expectations
effect
Verify that project deliverables and work have met the quality requirements of key stakeholders
Determine whether project output meets all applicable standards, requirements, regulations
enter
project management plan
quality management plan
Defines how quality control will be carried out on projects
project files
quality measures
Dedicated to describing item or product attributes
QP output
Test and Evaluation Documents
Used to evaluate the degree to which quality objectives are achieved
QA output
Deliverables
Check it and compare it with the acceptance criteria to output "verified deliverables"
job performance data
Compare with the plan and output "work performance information"
Approved change request
Verify correctness of implementation
tool
Checklist (count sheet)
Collect useful data on potential quality issues, collect data on the number or consequences of defects
Control Charts
Used to determine whether a process is stable or has predictable performance
Collect data, potential quality issues, number or consequences of defects, statistical analysis results
Control upper and lower limits
Represents the natural fluctuation range of a stable process (out of control - no need to stop production but the cause must be investigated)
Specification upper and lower limits
Also called tolerance, reflects the maximum and minimum allowable values. Exceeding specification limits may result in penalties (defective products)
out of control judgment
beyond control limits
A data point exceeds the control limits
7 point rule
7 consecutive points above the mean
7 consecutive points below the mean
Control limits are usually set ±3 sigma from the process mean.
statistical sampling
Select some samples from the target population for inspection
attribute sampling
Determine whether it is qualified
variable sampling
Determine the degree of qualification
High-volume, lossy, destructive testing
Inspection (review, peer review, inspection)
Inspect work product to determine compliance with written standards
Testing/Product Evaluation
is an organized, structured survey designed to provide objective information about the product being tested
The goal is to find errors, defects, loopholes, and non-compliance in products or services.
output
Quality control measurement results
Written record of the results of quality control activities
Input to the Manage Quality process
Verified deliverables
Input into the Confirm Scope process
Verify,Verification
be careful
Purpose
Measure the completeness, compliance and suitability of a product or service prior to user acceptance and final delivery
Control quality (back)
Check quality with quality checklist
Use quality checklists to check the quality of project management work and document quality control measurement results
Check completed deliverables for compliance with quality requirements (technically correct) and record quality control measurements
Based on quality control measurement results and related plans, sort out work performance information and submit change requests
Check whether the approved change request has been properly implemented (whether the change was done correctly)
Agile project
Executed by all team members throughout the project life cycle
Agile project
Executed by a specific team member at a specific point in time or at the end of a project or phase
Direct and manage project work-->deliverables
Control quality --> Verified deliverables
Confirm scope-->Accepted deliverables
End project or phase --> final product, service or outcome
Control quality and confirm scope
Control quality
Verification of correctness is carried out by the QC department, usually first (can also be done at the same time)
Confirm scope
Acceptability acceptance, carried out by the customer or sponsor, usually done later (can also be done at the same time)
Manage quality and control quality
Quality Control
For process execution, project team and QA personnel management, the main tools are quality audit and process analysis
Control quality
Monitoring process for results, quality control department control, main tools are inspection, testing, statistical sampling
The difference between QA and QC (back)
Chapter 13 Project Resource Management
13.1 Management basics
Related terms and definitions
project team
Made up of people with different roles and responsibilities to complete the project
May have different skills
May be full-time or part-time
It may also increase or decrease as the project progresses
project management team
Team members directly involved in and responsible for project management and leadership activities
leadership and management
leader
Set goals and lead people
determine direction
unify thoughts
Motivate and inspire
manager
Lead people to achieve goals and do things
Project managers have the dual identities of leader and manager
leadership
The ability to get a group to work toward a common goal
Respect and trust, not fear and compliance, are key elements of effective leadership
conflict and competition
conflict
Incompatible or mutually exclusive goals, resulting in psychological or behavioral contradictions
Conflict is not necessarily harmful (such as the catfish effect)
Harmful conflicts should be resolved or reduced, and beneficial conflicts should be utilized.
compete
Both parties have the same goal and there is no need for irreconcilable competition.
new management practices
resource management methods
turn out to be
Mostly command and control
Now
Gradually move towards more collaboration and mutual support
13.2 Project Resource Management Process
Process overview
Planning - Planning Resource Management
Define how to estimate, acquire, manage and utilize team and physical resources
Planning - estimating activity resources
Estimate the team resources, types and quantities of materials, equipment and supplies required to execute the project
Execute-get resources
Obtain team members, facilities, equipment, materials, supplies and other resources needed for the project
Execution-Building Team
Improve work ability, promote member interaction, improve the overall atmosphere of the team, and improve performance
Executive-Management Team
Track member performance, provide feedback, solve problems and manage team changes to optimize performance
Monitor-control resources
Ensure physical resources are allocated as planned, monitor actual resource usage, and take necessary corrective actions
Agile and adaptive methods
Highly volatile projects
Better suited to a team structure that maximizes focus and collaboration
Rapid supply agreements and lean methods are important to control costs and achieve schedules
13.3 Planning - Planning resource management
Planning progress management
definition
Define how to estimate, acquire, manage and utilize team and physical resources
effect
Determine the management method and degree of management appropriate for project resources based on the type and complexity of the project
enter
Project Charter
Includes list of key stakeholders who may impact resource management, milestone overview, pre-approved financial resources
project files
requirements document
Indicates the type and quantity of resources required for the project
Project schedule
Provides a timeline of required resources
Stakeholder register
Helps identify stakeholders who influence resource usage preferences
tool
Data performance
text type
More suitable for recording detailed responsibilities
hierarchical
Organizational Breakdown Structure OBS (Organizational Structure Chart), which can be used to represent high-level roles
Matrix diagram
Responsibility allocation matrix RAM
Classification
High level RAM
Team, Group, Department<---->Work in WBS
low level RAM
Personnel in each group<---->Specific activities
effect
Reflect all activities related to each person
Reflect all people involved in each activity
Ensure that only one person is responsible for any task to avoid unclear responsibilities
example
RACI matrix
R-Responsible-execution; A-Accountable-responsible; C-Consult-consultation; I-Inform-informed
There is only one "A--responsible" for each activity
output
resource management plan
Project organization chart
Graphically represent project team members and their reporting relationships
Project organization chart
Roles and Responsibilities
Role-Position; Authority-Power; Responsibility; Competence-Skills and Talents
Definition of roles and responsibilities
Project team resource management
A guide on how to define, staff, manage, and ultimately let go of team resources
Identify resources
Methods for identifying and quantifying resources
Access to resources
Guide to obtaining resources
training
Training strategy for project members
Team building
How to build a project team
Resource control
A method to ensure adequate availability of resources and reasonable inventory
accreditation scheme
Instructions on when to give team members what recognition and rewards
Guidelines and Methods
Team charter
definition
Rules, a document that creates team values, consensus, and work guidelines for the team
content
team values
Communication Guide
Decision Criteria and Process
conflict resolution process
Conference Guide
Team consensus
effect
Establishes clear expectations for acceptable behavior among project team members
Helps reduce misunderstandings and increase productivity
Team members can learn about each other’s important values
be careful
A team charter works best when the team develops it or participates in its development
All project team members share responsibility for ensuring compliance with the rules
The team charter can be reviewed and updated regularly to ensure team members always understand the ground rules.
13.4 Planning - estimating activity resources
Estimate activity duration
definition
Estimate the type and quantity of team resources (people), materials, equipment, and supplies (things) required to execute the project
effect
Identify the types, quantities, and characteristics of resources required to complete the project
enter
project files
Activity list
Activities requiring resources are identified
Cost Estimate
Resource cost affects resource selection in terms of quantity and skill level
Resource Calendar
What resources are available: manpower, equipment, materials, etc., when they are available and how long they are available
tool
analogy estimation
Use resource-related information from similar previous projects as the basis for estimates
parameter estimation
Calculate required resources using some algorithm or statistical relationship based on historical data and project parameters
top-down estimation
Activity-->Work Package-->Control Account-->Overall Project
data analysis
Alternatives Analysis
Help provide the best solution
output
Resource requirements
Identified resource types, availability, and required quantities required for work packaging activities
Resource Breakdown Structure (RBS)
Resources are displayed hierarchically by category and type
Resounce
13.5 Execution-Getting resources
Define activities
definition
Obtain the team members, facilities, equipment, materials, supplies and other resources needed for the project
effect
Overview and guide resource selection
Assign selected resources to corresponding activities
be careful
Insufficient resources or personnel capabilities will reduce the probability of project success and may even lead to project cancellation
The resources required for the project may come from within or outside the project executing organization
internal resources
Responsible for acquisition and allocation by functional managers or resource managers
External Resources
Obtained through the procurement process
A situation where the project manager has no direct control over resource selection
collective bargaining agreement
For use by subcontractor personnel
Matrix project environment
Internal and external reporting relationships
Reconsider necessary progress reserves
Determine whether the project schedule has changed
Manage changes as they actually occur
Project managers should negotiate effectively and influence those who can provide the required resources for the project
If the required resources cannot be obtained due to constraints, the project manager may have to use alternative resources (perhaps with lower capabilities)
training
enter
project management plan
resource management plan
Provide guidance on how to obtain project resources
Procurement Management Plan
Provides information about resources obtained from outside the project
cost basis
Provides overall budget
project files
Resource requirements
Identify the resources that need to be obtained
project management plan
Helps determine when resources need to be provided and acquired
Resource Calendar
The period of time each project resource is available in the project is recorded
tool
Multi-criteria decision analysis
Develop criteria for rating or scoring potential resources, weighting criteria according to their relative importance
Selection criteria that can be used include: availability, cost, capabilities, experience, knowledge, skills, attitudes, international factors, etc.
pre-dispatch
Identify physical or team resources for the project in advance
Condition
Distribution promised during the bidding process
Projects depend on the specific skills of specific people
specified in the project charter
Interpersonal and team skills
negotiation
functional manager
There are frustrations within the organization
Other project management teams in the organization
There are great people within the organization
external organization
There are no talented people in the organization
* Divine assists always appear in other people's teams or external teams, and the rest are pig teammates.
* Experts want to negotiate, ordinary people submit resumes (recruitment)
virtual team
A group of people with a common goal who have little or no time to work face-to-face in completing their role tasks
Advantages (back)
Build teams among geographically dispersed employees within your organization
Add special skills to the project team
expert
Incorporate employees working from home into your team
Build teams among employees who work different shifts, hours, or days
Incorporate people with reduced mobility or disabilities into the team
Execute projects that would otherwise be shelved or canceled due to excessive travel costs
Save money on offices and all physical equipment needed by employees, etc.
Disadvantages (back)
Possibility of misunderstandings, feelings of isolation, difficulty sharing knowledge and experience among team members, high cost of adopting communication technologies
Modern communication technologies make virtual teams feasible. In the context of virtual teams, communication planning becomes increasingly important
output
Project team dispatches work orders
A list of specific people who have formed the team
material resource allocation sheet
List of information obtained on specific physical objects
Resource Calendar
renew
business environment factors
renew
Availability of resources within the organization
The amount of consumed resources that the organization has used
13.6 Execution-Building the Team
Sequence activities
definition
Improve work ability, promote member interaction, improve the overall atmosphere of the team, and improve performance
effect
Improve team collaboration, enhance interpersonal skills, motivate employees, reduce friction, and increase overall project performance
be careful
Behaviors that enable teams to run efficiently
Use open and effective communication
Create team-building opportunities
Build trust among team members
Manage conflict constructively
Encourage collaborative problem solving
Encourage a collaborative approach to decision-making
Building team goals
Improve team members’ knowledge and skills
Improve trust and recognition among team members
Create a dynamic, cohesive and collaborative team culture
Improve the team's ability to participate in decision-making
Tuckman's ladder model of team development (back)
5 stages
Forming
Know each other, be independent of each other, not necessarily open and honest
Storming stage
Conflict, contradiction, different perspectives and opinions
Norming stage (Norming)
Start working together, start trusting each other
Performing stage
Well-organized, interdependent, stable and efficient
Dissolution stage (Adjourning)
Release people, disband teams
Usually done in sequence, however it is not uncommon for a team to get stuck at a certain stage or fall back to an earlier stage
Project team building can also skip certain stages if the team members have worked together before
Jump, retreat and stop
If a new member joins the team, when answering the question, the unified answer will return to the "formation stage"
Motivation theory (back)
Maslow's Hierarchy of Needs
Level 1 - Physiological needs
Bajie, just joined the job
Employee dormitories, work meals, work clothes, shuttle buses, wages, subsidies, bonuses
Layer 2--Security Requirements
Sha Seng, old employee
Pension insurance, medical security, long-term labor contract, accident insurance, unemployment insurance
Level 3--Social needs
Bailongma, developer
Regular staff events, parties, competitions, clubs
Level 4 - need to be respected
Tang Seng, project manager
Honorary rewards, image, status improvement, frequent medals, and training others as a mentor
Level 5 – Self-actualization needs
Sun Wukong, a very capable person
Give more space to take responsibility, let him become a think tank, participate in decision-making, and participate in management meetings
Herzberg's two-factor theory
health factors
Factors related to the working environment or conditions that prevent people from feeling dissatisfied
Working environment, wages and salaries, organizational policies, personal life, management supervision, interpersonal relationships, etc.
Equivalent to Maslow's "physiological", "safety" and "social" levels
Motivating factors
Factors related to employees’ work itself or work content that can generate satisfaction
Achievements, recognition, work itself, responsibilities, development opportunities, etc.
Equivalent to Maslow's "respect" and "self-actualization" levels
McGregor Theory X and Theory Y
Theory X
The main points
Human beings are naturally indolent and will avoid work whenever possible
People are born to be self-centered and ignore the requirements of the organization
People lack enterprising spirit, are willing to follow orders, are content with the status quo, and have no creativity.
People are easily deceived and easily incited
People are naturally opposed to reform
People’s motivation for working is to obtain economic rewards
Leadership style
Believe that incentives only work at physiological and safety levels
Use coercion, punishment, dismissal and other means to force employees to work hard
Strict supervision, control and management
Implement a high degree of control and centralized management
Theory Y
The main points
People love their work and get a sense of satisfaction and achievement from their work
Subordinates can self-determine goals, self-direct and self-control
Under appropriate conditions, people are willing to take the initiative to take responsibility
Most people have some imagination and creativity
People enjoy working and are eager to develop their talents if given the chance
Leadership style
Views incentives as operating at all levels of needs
People-centered, tolerant and decentralized leadership style
Create favorable conditions for employees to display their wisdom and abilities
Vroom's expectancy theory
Explain the motivation process by examining the causal relationship between people's efforts and the final rewards they receive.
The level of motivation is affected by 2 factors
target valence
A subjective judgment of how valuable it is to the individual to achieve the goal.
expected value
An individual's subjective estimate of the likelihood of achieving a goal
Motivating power = target valence x expected value; M = VxE
enter
project management plan
resource management plan
Provide guidelines for rewards, punishments, training, etc., and team performance evaluation standards
project files
Project team dispatches work orders
Identified roles and responsibilities of team members
Team charter
Team values and work guidelines provide structure for how we work together
Hypothetical log
Defines when team members can participate in team building activities
tool
Interpersonal and team skills
Team building
Build trust and good working relationships and promote more effective collaborative work by organizing various events
Continuous team building is required
For virtual teams, it is even more important to strengthen
Tuckman's Ladder Theory
5 stages
Formation stage-Forming
Know each other, be independent of each other, not necessarily open and honest
Shock phase-Storming
Conflict, contradiction, different perspectives and opinions
Standardization stage-Norming
Start working together, start trusting each other
Performance stage-Performing
Well-organized, interdependent, stable and efficient
Dissolution Stage-Adjourning
Release people, disband teams
be careful (Can jump, retreat or stop)
Although these phases usually occur in sequence, it is not uncommon for a team to become stuck at a certain phase or fall back to an earlier phase.
Project team building can also skip certain stages if the team members have worked together before
Centralized office (close matrix)
Co-locate many or all of the most active project team members
Can be temporary or throughout the project
Improve communication and strengthen sense of community
communication technology
For centralized office
Create a harmonious environment
For virtual teams
promote better mutual understanding
Possible communication technologies include: sharing portals; video conferencing; audio conferencing; email/chat software
training
Including all activities to improve capabilities and reduce differences, which can be formal or informal
Training costs should usually be included in the project budget or borne by the performing organization
Can be performed by internal or external trainers
Individual and team assessment
Allows project managers to gain insight into member strengths and weaknesses, and assess preferences and desires
Attitude surveys, special assessments, structured interviews, ability tests, focus groups, etc.
Recognition and Rewards
You are motivated when you demonstrate value through rewards, which leads to improved performance
be careful
The initial incentive plan is prepared during the planning resource management process
Only rewards that meet an important need of the recipient are effective.
Cultural differences should be considered when deciding on recognition and rewards
Money is a tangible reward, but there are intangible rewards that are equally or even more effective.
Recognition should be given whenever possible throughout the project life cycle, not upon completion
output
Team performance evaluation
Metrics for evaluating team effectiveness (Individual group leaves and stays)
Improvement of personal skills
Improvement of team capabilities
Reduction in member turnover rate
Strengthening of team cohesion
13.7 Execution-Management Team
Develop a progress plan
definition
Track member performance, provide feedback, solve problems and manage team changes to optimize performance
effect
Influence team behavior and manage conflicts to resolve problems
enter
project files
Project team dispatches work orders
Identified roles and responsibilities of team members
Team charter
Provides guidance on how to make decisions, conduct meetings, and resolve conflicts
Problem log
Document who is responsible for resolving specific issues within target dates and monitor resolution
Team performance evaluation
Helps take steps to resolve problems, adjust communication styles, resolve conflicts and improve team interactions
tool
Interpersonal and team skills
Emotional intelligence
Understand, assess and control the emotions of project team members
Predict team member behavior
Identify team members’ concerns and track team member issues
To achieve the purpose of reducing stress and strengthening cooperation
conflict management
source of conflict
Scarcity of resources, progress prioritization, differences in personal work styles, etc.
Lexel Hill's Conflict Produces 7 Sources
1. Progress; 2. Project priority; 3. Resources; 4. Trade-off between technical opinions and performance; 5. Management process; 6. Cost; 7. Personality
The team's basic rules, organizational principles, basic standards, and feasible project management experience, such as formulating project communication plans and clearly defining roles and positions, can help reduce conflicts.
Characteristics of conflict
Conflict is natural and a solution must be found
Conflict is a team issue, not someone's personal problem
Conflicts should be handled openly
Conflict resolution should focus on the problem, not personal attacks
Conflict resolution should focus on the present, not the past
Conflict resolution steps
It is first up to the project team members to resolve
If the conflict escalates, the project manager should provide assistance (handle it privately)
Conflict Resolution (Back)
retreat/evade
Postponing or offloading problems to others
Shifting blame, no solution, no easing of tensions
Easing/accommodating
Emphasize consistency rather than differences and consider the needs of other parties
Seeking common ground, no solution, but easing tensions
Compromise/Mediation
To temporarily or partially resolve a conflict so that all parties are somewhat satisfied
Everyone gives in, has some solutions, and eases some of the atmosphere.
force/command
Promote one party's point of view at the expense of others
Support one side and have overall solutions, but there is no relaxing atmosphere and can be used to solve urgent problems.
Collaborate/Problem Solve
Consider different perspectives and opinions and adopt a collaborative attitude and open dialogue to guide all parties to reach consensus and commitment
Reach a consensus, have an overall solution, and ease the atmosphere, the ideal win-win solution
If destructive conflict continues, formal procedures may be used, including disciplinary measures
output
change request
For example: staffing changes
Transferred personnel
Outsource some work
Replacement of departing personnel
13.8 Monitor-Control Resources
Monitor progress
definition
Ensure physical resources are allocated as planned, monitor actual resource usage, and take necessary corrective actions
effect
Ensure assigned resources are available for projects at the right time and in the right place
Resources are released when no longer needed
enter
project management plan
resource management plan
Provide guidance on how to use, control and ultimately release physical resources
project files
material resource allocation sheet
Describes the expected usage of the resource and the details of the resource
job performance data
Amount and type of resources used
tool
data analysis
performance review
Measure, compare and analyze differences between planned and actual resource usage
trend analysis
Determine resources needed for future project phases based on current performance information
output
job performance information
Differences in resource availability that need to be addressed
change request
be careful
Follow content
Oversee resource expenditures
Promptly identify and address resource shortage/surplus situations
Ensure resources are used and released according to plan and project needs
Notify appropriate stakeholders when resource-related issues arise
Influence factors that can lead to changes in resource usage
Manage changes as they actually occur
The Control Resources process focuses on physical resources; the Manage Team process focuses on human resources
Chapter 14 Project Communication Management
14.1 Management basics
Quality and project quality
4 factors related to IT project success
Executive support
User participation
Experienced project manager
Clear business goals
All these factors rely on good communication
Project communication management is the process required to ensure that project information is generated, collected, distributed, stored and ultimately processed in a timely and correct manner
The project communication management process reveals a liaison relationship between the three elements of people, ideas, and information needed to achieve successful communication.
2 components of project communication management
Develop strategies to ensure communications are effective for stakeholders
Perform necessary activities to implement the communications strategy
form of communication
Writing
Face-to-face or remote format
formal or informal
gesture action
media form
Choose words to make sentences
3 basic attributes of effective communication (back)
Communication purpose is clear
Try to understand the recipient of the communication as much as possible and meet their needs and preferences
Monitor and measure communication results
communication model
Key elements
coding
Information and feedback
medium
noise
Any factors that interfere with the transmission and understanding of information (such as distance, new technology, lack of background information, etc.)
decoding
5 states
Has been sent
It does not mean that the other party has read or heard
received
It does not mean that the other party intends to read, understand or resolve the information.
Understood
Digest and understand information correctly
It does not mean that the other party agrees with this point of view
Approved
Reaching consensus is a key part of making project decisions and communicating effectively
translated into positive actions
The hardest part of the whole process
Communication classification
internal and external communication
internal
Targeting stakeholders within the project or within the organization
external
Target external stakeholders such as customers, suppliers, organizations, governments, and the public
Formal and informal communication
formal
Reports, formal meetings, meeting agenda minutes, stakeholder briefings and presentations
informal
Email, social media, website, informal ad-hoc discussions, etc.
Hierarchical communication
up
Targeted at senior management
down
For team members
Horizontal
For project managers at the same level
Official and unofficial communications
official
Annual reports, reports submitted to regulatory agencies or government departments
unofficial
Use flexible methods to build understanding, recognition, and relationships
written and oral communication
Including verbal 45% (words and inflection), non-verbal 55% (body language and behavior)
communication skills
3 basic attributes of effective communication activities and results
Communication purpose is clear
Try to understand the recipient of the communication as much as possible and meet their needs and preferences
Monitor and measure the effectiveness of communications
The 5Cs of written communication
Misunderstandings can be mitigated but not eliminated
Correct - correct grammar and spelling
Concise - concise expression
Clear - clear purpose and expression
Coherent-coherent thinking logic
Controlling-make good use of control statements and inheritance
Other communication skills
active listening
Stay interactive and summarize the conversation
Understand cultural and personal differences
Can reduce misunderstandings and improve communication skills
Identify, set and manage stakeholder expectations
Reduce conflicting expectations among stakeholder groups
Strengthen skills
Persuading, motivating, guiding, reaching consensus, resolving conflicts, etc.
new management practices
Incorporate stakeholders into project review scope
Involve stakeholders in project meetings
The daily stand-up meeting in agile takes about 15 minutes
The increasing use of social tools
Multifaceted communication methods
14.2 Project communication management process
Process overview
Planning-Planning Communication Management
Develop appropriate methods and plans for project communication activities based on needs
Executive-Management Communication
Ensure project information is collected, disseminated, stored, retrieved, managed, monitored and ultimately disposed of in a timely and appropriate manner
Monitoring - Oversight Communication
Ensure that the information needs of the project and its stakeholders are met
Agile and adaptive methods
Simplify team members’ access to information
Conduct frequent team checks
Let team members work together
Publish project results in a transparent manner
Regularly invite stakeholders to review project results
14.3 Planning-Planning Communication Management
Planning communication management
definition
Develop appropriate methods and plans for project communication activities based on needs
effect
Provide relevant information to stakeholders in a timely manner
Guide stakeholders to effectively participate in projects
Prepare a written communication plan
enter
project management plan
resource management plan
Team members and groups may have communication needs
Stakeholder Engagement Plan
Determine the management strategies required to effectively engage stakeholders and implement them through communication
project files
Stakeholder register
Used to plan communication activities with stakeholders
requirements document
Include stakeholders’ communication needs
tool
Communication needs analysis
definition
Determine the information needs of project stakeholders, including the type and format of information required
communication channels
Calculation formula: n(n-1)/2; n represents the number of stakeholders
communication technology
Such as: conversations, meetings, written documents, databases, social media, websites, etc.
Factors influencing choice of communication technology
Urgency of information needs
Availability and reliability of technology
Ease of use
Project environment
Sensitivity and confidentiality of information
communication model
sender
Need to ensure the clarity and completeness of the information and confirm that the information has been correctly understood
receiver
The information needs to be understood correctly and the receipt needs to be acknowledged or an appropriate response must be made
noise
Barriers to effective communication may exist in both the sender's and receiver's environments.
communication model
push communication
Sending to the recipient does not ensure that the message reaches the audience or is understood by the target audience
Letters, memos, reports, emails, faxes, voicemails, press releases
pull communication
The receiver can access it by himself, which is suitable for situations where the amount of information is large or the audience is large.
Portals, organizational intranets, electronic online courses, lessons learned databases or knowledge bases
interactive communication
Real-time multi-directional information exchange is the most effective way to ensure that all participants reach a consensus
Meetings, phone calls, instant messaging, social media, video conferencing
Interpersonal and team skills
communication style assessment
Commonly used for stakeholders who do not support the project
policy awareness
Awareness of formal and informal power relationships
cultural awareness
Understand the differences between individuals, groups and organizations
output
communication management plan
Methods to update and optimize communication management plans
General glossary
Project information flow diagram, work flow, report list and meeting plan, etc.
Constraints from laws, regulations, technology, organizational policies, etc.
Contains content
Stakeholder communication needs
Information that needs to be communicated
Escalation steps
Reason for publishing information
Time frame and frequency of response to release required information, confirm receipt of goods
Person responsible for communicating relevant information
The person responsible for authorizing the release of confidential information
The person or group receiving the information
The method or technique used to deliver information
Resources allocated for communications activities
be careful
Early in the project life cycle
Develop effective communication management plans based on the diverse information needs of stakeholders
throughout the project
The results of this process are reviewed regularly and any necessary changes are made to ensure their continued suitability
14.4 Planning-Communication Management
Estimate cost
definition
Ensure project information is collected, disseminated, stored, retrieved, managed, monitored and ultimately disposed of in a timely and appropriate manner
effect
Facilitate effective information flow between the project team and stakeholders
enter
project management plan
communication management plan
How to plan, structure and monitor project communications
Stakeholder Engagement Plan
How to use appropriate communication strategies to guide stakeholder participation
project files
Stakeholder register
Identify the people, groups or organizations that need each type of information
Problem log
Communicate problem-related information to affected stakeholders
quality report
Quality-related information communicated to those who can take corrective action
risk report
Risk source information is communicated to risk owners and other affected stakeholders
job performance report
A collection of project performance and status information that can be used to facilitate discussions and establish communication
tool
communication technology
communication method
Choices should be flexible
communication skills
communication competency
feedback
nonverbal skills
Demo
Project Report
The act of collecting and distributing project information
It can be simple or detailed, and it can be prepared regularly or in exceptional circumstances.
The appropriate level, format, and detail of project information release should be tailored to each stakeholder
output
Project communication record
Performance reports, status of deliverables, schedule progress, costs incurred, presentations
14.5 Monitoring - Oversight Communication
Supervise communication
definition
Ensure that the information needs of the project and its stakeholders are met
effect
Optimize information transfer process
enter
project management plan
communication management plan
Determine the team members, stakeholders and related tasks in the communication process
Stakeholder Engagement Plan
Identified communication strategy planned to guide stakeholder engagement
project files
Project communication record
Provide information about communications that have taken place
Problem log
Provide historical information on the project and records of stakeholder involvement issues
job performance data
Type and amount of communication carried out
tool
Stakeholder Engagement Assessment Matrix
Examine changes in stakeholder engagement and make necessary adjustments to communications
output
job performance information
The actual development of communication; feedback on communication
change request
Chapter 17 Project Stakeholder Management
17.1 Management basics
importance of management
Stakeholders
Individuals, groups or organizations that can influence the project and will be positively or negatively affected by the project
Stakeholder satisfaction should be identified and managed as a project goal
Activities such as identifying, prioritizing and guiding stakeholders to participate in the project should be carried out frequently
new management practices
The term "stakeholder" is expanding to include those who consider themselves stakeholders
Identify all stakeholders, not just a limited set of stakeholders
Ensure all team members are involved in activities that lead to stakeholder engagement
Regularly review stakeholder groups
Applying the concept of “co-creation”
Focus on the positive and negative values of effective stakeholder engagement
17.2 Project Stakeholder Management Process
Process overview
Planning-identifying stakeholders
Regularly identify, analyze and document interests, engagements, interdependencies, influences and potential impacts
Planning - planning stakeholder engagement
Develop an approach to stakeholder engagement in the project based on their needs, expectations, interests, and potential impacts
Planning-Managing Stakeholder Engagement
Communicate and collaborate with stakeholders to meet their needs and expectations, address issues, and facilitate appropriate participation
Monitoring - Supervise stakeholder engagement
Monitor project stakeholder relationships and guide stakeholders to participate appropriately by revising participation strategies and plans
Agile and adaptive methods
Adaptive teams interact directly with stakeholders
Customers, users and developers exchange information in a dynamic co-creation process
Promote high transparency
17.3 Initiation - Identify stakeholders
Planning progress management
definition
Regularly identify, analyze and document interests, engagements, interdependencies, influences and potential impacts
effect
Enables the project team to establish appropriate levels of focus on each stakeholder or stakeholder group
enter
Project management documents
Approved documents in the project management stage can be used as the basis for identifying stakeholders
Project Charter
A list of key stakeholders will be listed
project management plan
communication management plan
There can be a close link between communication and stakeholder engagement
project files
Change log
New stakeholders may be introduced
Problem log
New stakeholders may be introduced
protocol
All parties to the agreement are stakeholders, such as finance, legal affairs, contacts, etc.
tool
Data collection (identification)
Questionnaires and surveys
One-on-one surveys, focus group discussions, etc.
Brainstorming
Used to solicit opinions from the group
mind writing
Improvements to brainstorming, allowing individuals to think about issues individually before starting group creative discussions
data analysis
Stakeholder analysis
A list of stakeholders and various information about the stakeholders will be generated.
Stakeholder interests may include: interests, rights (legal or moral rights), ownership, knowledge, contributions
File analysis
Evaluate existing project documents and lessons learned from previous projects
Data performance
Stakeholder mapping analysis/performance
Methods of classifying stakeholders using different methods
two-dimensional square
Rights/interests grid
Low rights and low profits----only supervision
Low rights and high profits----keep informed
High power but low profit----other satisfaction
High power and high profits----focus on management
Power/Influence Grid
Influence/action grid
Power - authority; interest - degree of concern; influence - degree of active participation; role - ability to change
Applicable to
small project
The relationship between stakeholders and projects is very simple
The relationship between stakeholders and projects is very simple
highlight model
Categorize stakeholders based on their power, urgency, and legitimacy
Applicable to
Complex stakeholder groups
There is a complex network of relationships within the stakeholder group
Influence direction
up
Executive or client organization, sponsor and senior management
down
A team or expert who contributes knowledge or skills on a temporary basis
outward
Suppliers, government agencies, public, end users, regulatory authorities, etc.
Horizontal
Other project managers, middle managers
Prioritization
Necessary scenes
The project has a large number of stakeholders
The membership of the stakeholder group changes frequently
The relationships within the stakeholder group are complex
hierarchical
OBS, can be used to represent high-level roles
Matrix diagram
Responsibility allocation matrix RAM
Classification
High level RAM
Team, Group, Department<---->Work in WBS
low level RAM
Personnel in each group<---->Specific activities
effect
Reflect all activities related to each person
Reflect all people involved in each activity
Ensure that only one person is responsible for any task to avoid unclear responsibilities
example
RACI matrix
R-execution; A-responsible; C-consultation; I-informed;
There can only be one "A--responsible" for each activity
output
Stakeholder register
Identity Information
Name, title, location, contact information, role
Assessment information
needs, expectations, influences, interests
Stakeholder classification
Classification results of the classification model
change request
17.4 Planning - Planning stakeholder engagement
Estimate activity duration
definition
Develop an approach to stakeholder engagement in the project based on their needs, expectations, interests, and potential impacts
effect
Provide actionable plans for effective interactions with stakeholders
enter
Project Charter
Contains information related to project goals, objectives, and success criteria
project management plan
communication management plan
Communication strategies for stakeholder management
project files
Stakeholder register
Provide a list of project stakeholders
protocol
Work with the organization's procurement and contract signing groups when planning contractor and supplier engagement
tool
data collection
Benchmarking
Compare the results of stakeholder analysis to leading organizations or projects
data analysis
Root Cause Analysis
Identify what root causes led to a certain level of stakeholder support for the project
Data performance
Stakeholder Engagement Assessment Matrix
Compare the current level of stakeholder involvement (C) with the desired level of involvement (D)
5 participation levels
Don't understand type
Not aware of the project and its potential impact
Resistant
Be aware of the project and its potential impact, but resist any changes that may result from the project work or results
Neutral
Understand the project but neither support nor oppose it
Supportive
Understand the project and its potential impacts, and will support the project work and its outcomes
leadership type
Understand the project and its potential impacts and actively participate to ensure its success
output
Stakeholder participation planning requirements
main content
Information in the stakeholder register
Required and current level of involvement of key stakeholders
Scope and impact of stakeholder changes
Interrelationships and potential intersections between stakeholders
be careful
Should be aware of the sensitive nature of stakeholder engagement planning and take appropriate precautions
17.5 Planning-Managing Stakeholder Engagement
Sequence activities
definition
Communicate and collaborate with stakeholders to meet their needs and expectations, address issues, and facilitate appropriate participation
effect
Maximize stakeholder support and reduce stakeholder resistance
enter
project management plan
communication management plan
Describe methods, formats and techniques for communicating with stakeholders
Stakeholder Engagement Plan
Provide guidance and information for managing stakeholder expectations
project files
Stakeholder register
Provide a list of project stakeholders
Problem log
Will record project or stakeholder concerns
tool
Interpersonal and team skills
conflict management
Should ensure timely resolution of conflicts
observe and talk
Keep abreast of the work and attitudes of project team members and other stakeholders
basic rules
Defined in the team charter to clarify what actions should be taken to guide stakeholder participation
output
change request
be careful
Activities required to manage stakeholder engagement
Mobilize stakeholders to participate in projects in a timely manner
Manage stakeholder expectations through negotiation and communication
Address any risks or potential concerns related to stakeholder management
Clarify and resolve identified issues
17.6 Monitoring – Supervise stakeholder engagement
Monitor progress
definition
Monitor project stakeholder relationships and guide stakeholders to participate appropriately by revising participation strategies and plans
effect
As the project progresses and the environment changes, maintain or improve the efficiency and effectiveness of stakeholder participation activities
enter
project management plan
communication management plan
Describes the communication plan and strategy for project stakeholders
Stakeholder Engagement Plan
Defines a plan for managing stakeholder needs and expectations
project files
Stakeholder register
Provide a list of project stakeholders
Problem log
Documented all known issues related to the project and stakeholders
job performance data
Which stakeholders support the project and their level and type of involvement
tool
data analysis
Stakeholder analysis
Determine the status of stakeholder groups and individuals at any given time on the project
Data performance
Stakeholder Engagement Assessment Matrix
Used to track changes in the level of involvement of each stakeholder
output
job performance information
Information about stakeholder engagement status
change request
Includes corrective and preventive actions to improve current levels of stakeholder engagement
Chapter 15 Project Risk Management
15.1 Management basics
Project risk overview
Definition of risk
An uncertain event or condition that, if it occurs, will have a positive (opportunity) or negative (threat) impact on one or more goals
Three elements: risk events, probability, and impact
Each element is a necessary condition for the definition of risk, but not a sufficient condition, so uncertain time is not necessarily a risk
There are risks on two levels
Individual risks that affect the achievement of project objectives
Overall project risk resulting from a combination of individual risks and other sources of uncertainty
attributes of risk
randomness
The occurrence of risk events and their consequences are accidental
relativity
The greater the benefits and the more resources you have, the greater the risk you are willing to take.
The greater the investment, the less risk you are willing to take
variability
Changes in the nature of risk
Changes in Risk Consequences
New risks emerge
Classification of risks
Divided by risk predictability
Known risks
Its occurrence can be foreseen and its consequences can be foreseen (known-known)
Can be proactively managed
The costs required for the planning response are incorporated into the baseline costs
Example
Unclear project goals, overly optimistic schedules, design or construction changes, price fluctuations, etc.
Predictable risk
Its occurrence can be foreseen, but its consequences cannot be foreseen (known-unknown)
Not actively managing
Allocate a certain contingency reserve - in the baseline, the funds are earmarked, used directly, and can be released or increased as the project progresses
Example
The owner cannot review and approve in time, the subcontractor cannot deliver the work in time, the construction machinery fails, etc.
Unpredictable risks
Its occurrence cannot be foreseen, nor its consequences (unknown-unknown)
Unable to actively manage
Allocate a certain management reserve - it is not included in the benchmark and must be applied for through the process and included in the benchmark after use.
Example
Earthquakes, unprecedented heavy rains, inflation and policy changes, etc.
Divided by risk consequences
pure risk
It is impossible to bring opportunities, and there is no risk that may gain benefits.
possible consequences
cause losses
no loss
example
natural disaster
speculative risk
It may bring opportunities and gain benefits, but also implies threats and risks of losses.
possible consequences
cause losses
no loss
Benefit
example
Stocks, funds, lottery, etc.
Can be transformed into each other under certain conditions
Project managers must avoid speculative risks turning into pure risks
Risk is not a zero-sum game. In many cases, all parties involved in the risk will suffer losses and no one will be spared.
By risk source
natural risks
Risk of property damage or personal injury due to natural forces
man-made risk
Risks due to human activities
Divided by risk impact scope
local risk
Small scope of influence
overall risk
Large scope of influence
Cost of risk and its burden
tangible cost
direct loss
Value of property damage and casualties
Example
Medical expenses, recuperation expenses, wages, etc. for injured persons
indirect loss
Loss of something other than direct loss or reduction of income
Example
Costs incurred due to downtime
intangible cost
The price the project entity pays before or after the risk event occurs due to the uncertainty of the risk
Example
It reduces opportunities, hinders the improvement of production efficiency, and causes improper allocation of resources.
The cost of preventing and controlling risks
Insurance, consultation, staffing, equipment purchase, training, maintenance fees, etc.
Both direct and indirect
The risk cost must not only be borne by the project entity, but also other aspects related to the project activities must bear part of it.
Fudan University, which is the main body of the project, will bear the cost on an individual basis, while other parties will bear the cost on society.
new management practices
Factors affecting risk attitudes
risk appetite
The extent to which an entity is willing to tolerate uncertainty in exchange for expected returns
Are you willing to accept it?
risk tolerance
The degree, amount, or capacity of risk that an organization or individual can tolerate
can it be done
risk threshold
A specific level of uncertainty or impact that is of particular concern to stakeholders
Do you want to care?
A more appropriate and correct approach is to arrange it as follows: risk tolerance > risk preference > risk threshold (risk neutral)
non-event risks
variability risk
Uncertainty about some key aspects of goals, activities, decisions
Approach
Monte Carlo analysis
ambiguity risk
Uncertainty about what may happen in the future
Approach
Expert opinion, benchmarking, incremental development, prototype building, simulation
Integrated risk management
higher level identification
Empower the project team to manage
lower level identification
It may be handed over to a higher level for management
project resilience
There are indeed unexpected risks that can only be discovered after they occur and need to be dealt with by strengthening project resilience.
Coping ideas
Set aside reserves, have a flexible change management mechanism, have sufficient authorization, have a trustworthy team, pay attention to early risk signals, communicate with stakeholders, and clearly define the range of strategies that can be adopted in the face of emergencies.
15.2 Project Risk Management Process
Process overview
Planning – Planning Risk Management
Define how to implement project risk management activities
Planning - identifying risks
Identify sources of individual project risk as well as overall project risk and document risk characteristics
Planning-Conducting Qualitative Risk Analysis
Prioritize risks by assessing the probability and impact of occurrence and other characteristics of individual project risks
Planning-Implementing Quantitative Risk Analysis
Quantify overall project maximum likelihood; and provide additional quantitative risk information
Planning - planning risk responses
In order to deal with project risks, develop alternatives, select response strategies and agree on response actions.
Execution - implement risk responses
Ensure agreed risk responses are implemented as planned
Monitoring - Supervise stakeholder engagement
Oversee implementation of agreed risk response plans, track identified risks, monitor residual risks, identify new risks, close obsolete risks, and evaluate risk management process effectiveness
Agile and adaptive methods
Accelerate knowledge sharing and ensure risk is recognized and managed through cross-functional teams and frequent reviews of incremental work products
Risks should be considered when selecting work content for each iteration; regularly update requirements documents and rearrange work priorities
15.3 Planning - planning risk management
planning risk management
definition
Define how to implement project risk management activities
effect
Ensure the level, approach and visibility of risk management matches the level of project risk
Matches importance to the organization and other stakeholders
enter
Project Charter
Record the overall description and boundaries of the project, overall requirements and risks
project files
Stakeholder register
Stakeholder risk attitude; used to determine risk management roles and responsibilities and set risk thresholds
tool
data analysis
Stakeholder analysis
Determine stakeholder risk appetite
Meeting
Planning meetings to develop risk management plans
output
risk management plan
Contains content
risk category
Usually constructed with the help of a Risk Breakdown Structure (RBS)
Hierarchical display of potential risk sources
Particularly useful for identifying risks or categorizing identified risks
Definition of Probability and Impact
probability scale
impact scale
Probability and Impact Matrix
Table mapping probability and impact
Stakeholder risk appetite
Express stakeholder risk appetite into measurable risk thresholds
Common content for each management plan
Management strategy, methodology, funding, timing, reporting formats, tracking
15.4 Planning - Identifying Risks
Identify risks
definition
Identify sources of individual project risk as well as overall project risk and document risk characteristics
effect
Document existing individual project risks, as well as sources of overall project risk
Aggregate relevant information so that the project team can appropriately address the identified risks
be careful
All stakeholders should be encouraged to participate in the identification of risks
Involvement of the project team is particularly important
A unified risk description format should be used to describe and record project risks
Identifying risks is an iterative process
enter
project management plan
risk management plan
Defines risk management roles and responsibilities and describes risk categories
Scope Baseline
Deliverables and their acceptance criteria, some of which may pose risks
WBS can be used as a framework for risk identification
progress baseline
Uncertainty about milestone dates and deliverable delivery dates
cost basis
Uncertainty about cost estimates or funding requirements
project files
Stakeholder register
Specify who should participate in risk identification and explain who is suitable to play the role of risk owner
requirements document
Determine which requirements are at risk
Hypothetical log
Assumptions and constraints may give rise to risks
Problem log
Documented issues may pose risks
protocol
Specified milestone dates, contract types, acceptance criteria and reward and penalty clauses may all cause risks
tool
Data collection (identification)
Brainstorming
Risk categories (such as RBS) can be used as a framework for identifying risks
Checklist
Compiled based on historical information to list specific risks that have arisen in the past and may be relevant to the current project
Interview
Should be conducted in an environment of trust and confidentiality
data analysis
Root Cause Analysis
Problem statement serves as starting point to identify threats
Benefits statement as starting point for identifying opportunities
Assumptions and constraints analysis
Assumptions -> Threats
Remove or relax constraints -> create opportunities
File analysis
Structured review of project documents to identify risks
SWOT analysis
Strength, Weakness, Opportunity, Threat
Tip list
definition
Preset list of risk categories; risk categories underlying RBS can be used as a prompt list
Common examples
external influence
PESTLE (Political, Economic, Social, Technical, Legal, Environmental)
internal influence
TECOP (Technology, Environment, Business, Operations, Politics)
nature
VUCA (volatility, uncertainty, complexity, ambiguity)
Meeting
risk seminar
Conduct some form of brainstorming
output
risk register
List of identified risks
Be described in the desired level of detail
Potential Risk Responsible Person
Implement a qualitative risk analysis process for validation
List of potential countermeasures
Confirm planning risk response process
risk report
Provides information on overall project risks, as well as overview information on identified individual project risks
15.5 Planning-Conducting Qualitative Risk Analysis
Conduct qualitative risk analysis
definition
Prioritize risks by assessing the probability and impact of occurrence and other characteristics of individual project risks
effect
Focus on high priority risks
be careful
This process determines the relative priority of individual project risks for the planning risk response process
This process identifies owners for each risk who are responsible for planning responses to the risk and ensuring their implementation
Development time
in a predictive environment
Conducted regularly throughout the project life cycle
in an agile or adaptive environment
Performed before each iteration
Implementation steps
Analyze the probability and impact of each risk
Find the corresponding definition level and score from the "Probability Scale" and "Impact Scale"
Divide the probability score * the impact score, and find the corresponding group from the "probability and impact matrix" for the total score obtained
Prioritize each risk based on probability-impact score within each priority group
Determine who is responsible for risk response
enter
project management plan
risk management plan
Risk categories, probability and impact definitions, probability and impact matrix, stakeholder risk thresholds
project files
risk register
Include details of identified project risks that will be assessed during this process
Stakeholder register
Include details of stakeholders who may be designated as risk owners
tool
data collection
Interview
Structured or semi-structured, can be used to assess the probability and impact of individual project risks
data analysis
Risk probability and impact assessment
risk probability assessment
considers the likelihood that a particular risk will occur
risk impact assessment
Considers the potential impact of a risk on one or more project objectives
Interview or meeting format
To conduct a probability and impact assessment for each identified individual project risk
Assessment of other risk parameters
Urgency, proximity, incubation period, manageability, controllability, etc.
Risk data quality assessment
Designed to evaluate the accuracy and reliability of data regarding individual project risks
Questionnaire surveys can be conducted to understand project stakeholders’ evaluations of various aspects of data quality.
Data performance
Probability and impact matrix (2 parameters)
black area
High probability and impact risks
Prioritize response
white area
Low probability and impact risks
included in observation
Hierarchy chart (more than 2 parameters)
such as bubble chart
output
Risk Register (updated)
Probability and impact assessments, priority levels, designated risk owners, risk urgency, watch lists for low-priority risks, etc.
Risk Report (updated)
15.6 Planning-Conducting Quantitative Risk Analysis
Conduct quantitative risk analysis
definition
Quantify overall project maximum likelihood; and provide additional quantitative risk information
effect
Quantify overall project risk to maximum likelihood
Provide additional quantitative risk information to support risk response planning
be careful
Not all projects require quantitative risk analysis
Applicable to
Large or complex projects
Projects of strategic importance
Projects that require quantitative analysis under contract
Projects where key stakeholders require quantitative analysis
Quantitative risk analysis can also be carried out after planning the risk response process
Analyze the maximum possible effectiveness of planned responses in reducing overall project risk
enter
project management plan
risk management plan
Whether quantitative analysis is required, the resources available for analysis, and the expected frequency of analysis v
project files
Resource requirements
Provides a starting point for assessing resource variability
duration estimate
Provides a starting point for assessing schedule variability
Cost Estimate
Provides a starting point for assessing cost variability
tool
data collection
Interview
Used to target individual project risks and other sources of uncertainty
How uncertainty manifests
Use probability distributions in the model to represent the possible intervals of its values.
Such as trigonometric function, normal distribution, lognormal distribution, beta distribution, uniform distribution, discrete distribution
data analysis
simulation
Monte Carlo analysis is often used
sensitivity analysis
Helps determine which risks have the greatest potential impact on project outcomes
A typical form is a tornado diagram
Decision tree analysis (EMV analysis)
Use decision trees to choose the best option among several alternative courses of action
Select the optimal path by calculating the expected monetary value of each branch
EMV=t from 1 to n (probability x influence of probability branch t)
n=the total number of all probability branches of a solution
The EMV of an opportunity is usually expressed as a positive value, while the EMV of a threat is expressed as a negative value
influence diagram
Graphical aids to decision making under uncertainty
Can produce results similar to other quantitative risk analyses, such as S-curve plots and tornado plots
output
Risk Register (updated)
Risk Report (updated)
15.7 Planning – planning risk responses
Planning communication management
definition
In order to deal with project risks, develop alternatives, select response strategies and agree on response actions.
effect
Develop appropriate approaches to overall project risks and individual project risks
Allocate resources and add related activities to project documents and project management plan as needed
be careful
risk response plan
Match the significance of the risk
Ability to meet challenges cost-effectively
Realistic and feasible
Can obtain the consent of all stakeholders
A responsible person is specifically responsible (risk response person)
secondary risk
Risks directly caused by the implementation of risk response measures
A risk that arises from responding to another risk
residual risk
Risks that remain after executing a risk response plan are generally acceptable
Bounce back plan
Implemented when the chosen strategy is ineffective or an accepted risk occurs (backup plan)
contingency measures
A response measure taken against an unknown threat that has occurred when no response measures have been specified in advance or when the previously formulated response measures are ineffective.
enter
project management plan
risk management plan
Risk roles and responsibilities, risk thresholds
cost basis
Contains information on contingency funds intended for risk response
project files
risk register
Contains detailed information on individual project risks that have been identified and prioritized and need to be addressed
Stakeholder register
Potentially responsible persons for risk response are listed
Project team dispatches work orders
List of human resources available for risk response
Resource Calendar
Determined when potential resources will be available for risk response
tool
Threat response strategy
Report
Applicable to
The team or sponsor believes that a certain threat is not within the scope of the project
The proposed response is beyond the project manager's authority
be careful
Relevant people in the organization must be willing to take responsibility for responding to reported threats
Once reported, there will be no further oversight by the project team
avoid
definition
The project team takes action to eliminate the threat, or to protect the project from the impact of the threat
Applicable to
High-priority threats with high probability of occurrence and severe negative impact
measure
Extend schedule, change strategy, reduce scope, clarify requirements, obtain information, improve communication, acquire proprietary skills
Probability and/or impact reduced to 0
transfer
definition
Transfer the responsibility for responding to threats to a third party, allowing them to bear the impact of the threat if it occurs
measure
Insurance, use of performance bonds, guarantees, letters of guarantee, outsourcing
It is usually necessary to pay a risk transfer fee to the party B who bears the threat
Probability and impact remain unchanged
alleviate
definition
Take steps to reduce the probability and impact of threats
measure
Use simpler processes, conduct more testing, use more reliable vendors, prototype development, and add redundant components
Probability and/or impact reduced to a certain value
accept
definition
Acknowledge the threat
Applicable to
low priority threats
Threats that cannot be cost-effectively countered in any other way
Classification
Take the initiative to accept
Establish emergency reserves
passive acceptance
Document the strategy without any additional action and need to be reviewed regularly
Not proactively managing risk
Opportunity coping strategies
Report
Same as above
open up
definition
Make sure you seize high-priority opportunities
measure
Reduce completion time by allocating the organization's most capable resources to projects; Use new or upgraded technology to save costs
Increase the probability of occurrence to 100%
share
definition
Transfer the responsibility for responding to the opportunity to a third party, allowing them to enjoy part of the benefits of the opportunity
measure
Establish partnerships, collaborative teams, special companies, joint ventures
Probability and impact remain unchanged
improve
definition
Increase the probability and/or impact of opportunities
measure
Increase resources for early completion of activities
Probability and/or impact increased to a certain value
accept
Same as above
Not proactively managing risk
emergency response strategies
In response to early warning signs; measures implemented only when a specific event occurs
Overall risk response strategy
circumvent, exploit, divert or share, mitigate or enhance, accept
output
change request
Change requests may be made to the cost baseline and schedule baseline, or other components of the project management plan
Risk Register (updated)
Contains content
Agreed coping strategies
Specific actions, budget, and schedule activities required to implement the response strategy
Trigger conditions, signs, and warning times for risk occurrence
Contingency plan and triggering conditions required for the plan
Bounce back plan
Residual risks that remain after predetermined countermeasures have been taken
Secondary risks directly caused by the implementation of risk response measures
Risk Report (updated)
15.8 Execution – Implement risk responses
Implement risk responses
definition
Ensure agreed risk responses are implemented as planned
effect
Ensure agreed risk responses are implemented as planned
Manage overall project risks, minimize individual project threats, and maximize individual project opportunities
enter
project management plan
risk management plan
Roles and responsibilities of project team members and other stakeholders related to risk management
project files
risk register
Responses to each risk are documented and responsible persons are designated
tool
Interpersonal and team skills
Influence
Use influence to encourage designated risk owners to take required actions
output
Risk Register (updated)
Risk Report (updated)
15.9 Monitoring – Oversight Risk
Monitor progress
definition
Oversee implementation of agreed risk response plans, track identified risks, monitor residual risks, identify new risks, close obsolete risks, and evaluate risk management process effectiveness
effect
Ensure that project decisions are based on current information on overall project risks and individual project risks
enter
project management plan
risk management plan
Specifies how and when risks should be reviewed, what policies and procedures should be followed, and the reporting format
project files
risk register
Various information including controls, residual risks, and secondary risks used to evaluate the effectiveness of response plans
job performance data
Risk response measures implemented, risks that have occurred, risks that are still active and those that have been closed
job performance report
Need to use deviation analysis results, earned value data and forecast data included
tool
data analysis
Technical performance analysis
Compare technical results with plans to achieve related technical results
Reserve analysis
Compare remaining contingency reserve to remaining risk amount
risk audit
effect
Assess the effectiveness of risk management processes
Carry out scene
daily project review meeting
risk review meeting
Dedicated risk audit meeting
risk review meeting
Identify new risks, reassess current risks, close obsolete risks, and discuss issues arising from the occurrence of risks
output
Risk Register (updated)
Risk Report (updated)
job performance information
change request
Chapter 16 Project Procurement Management
17.1 Management basics
Agreement/Purchase Contract
The agreement can be a contract, service level agreement (SLA), memorandum of understanding, memorandum of agreement (MOA), or purchase order
The contract should clearly state expected deliverables and results, including any transfer of knowledge from seller to seller
For international cooperation projects, culture and local laws have an impact on the contract and its enforceability
In complex projects, multiple contracts may need to be managed, and the life cycles of different contracts can start and end at any stage.
Contracts and agreements require additional approval processes, often involving the Legal Department
The goal of the approval process is to ensure that the contract adequately describes the product, service, or outcome and complies with legal and regulatory requirements for procurement.
buyer
End product owner, subcontractor, acquiring agency, purchaser
seller
Contractors, suppliers, service providers, suppliers
new management practices
Tool improvements
Online tools, building information modeling (BIM), etc.
More advanced risk management
Contracts are drafted to accurately allocate specific risks to the party best able to manage them
Changing Contract Signing Practices
The number of very large projects has increased significantly, and the use of internationally recognized standard contract templates has become increasingly common
Logistics and supply chain management
Products with long ordering cycles are purchased in advance; a certain proportion of materials must be purchased locally.
Technology and Stakeholder Relations
Network Camera Applications: Progress Reports, Claims Support
Trial purchase
Trial purchase in small batches first, then purchase in bulk
17.2 Project procurement management process
Process overview
Planning-Planning Procurement Management
Record project procurement decisions, clarify procurement methods, and identify potential sellers
Execution - implement procurement
Get seller responses, select sellers, and award contracts
Recruitment, investment evaluation, contract signing
Monitor-Control Procurement
Manage procurement relationships, monitor contract performance, implement necessary changes and corrections, and close contracts
Agile and adaptive methods
in an agile environment
May require collaboration with specific sellers to expand the team, allowing buyers and sellers to share risks and rewards
in large projects
Govern the overall collaboration relationship through the main agreement, and write the adaptive work into appendices or supplementary documents
17.4 Planning - Planning Procurement Management
Estimate activity duration
definition
Record project procurement decisions, clarify procurement methods, and identify potential sellers
effect
Determine whether to obtain goods and services from outside the project, determine when and how to obtain them
be careful
General purchasing steps
Prepare procurement statement of work (SOW) or outline of work (TOR)
Prepare high-level cost estimates and develop budgets
Preparation
Post a tender advertisement
Identify list of qualified sellers
Prepare and issue tender documents
Tender
Preparation and submission of proposals by the seller
tender
Conduct technical (including quality) assessment of proposals
Cost assessment of proposals
bid evaluation
Prepare the final comprehensive evaluation report and select the winning proposal
award
Negotiations end and buyer and seller sign contract
contract
enter
Project management documents
Includes business requirements and cost-benefit analysis
Project Charter
Include goals, project description, overall milestones, pre-approved financial resources
project management plan
resource management plan
Including what resources need to be purchased or leased
Scope Baseline
Prepare a statement of work (SOW) and outline of work (TOR) for scope
project files
requirements document
Technical requirements, needs with contractual and legal implications
Resource requirements
Team and physical resources that may need to be purchased
organizational process assets
Pre-approved seller list
Simplify the bidding process and reduce the time of the vendor selection process
Formal procurement policies, procedures and guidelines
type of contract
Total price, cost reimbursement, mixed type (work and materials contract)
tool
data collection
market research
Examine industry conditions and specific seller capabilities
data analysis
Available analytical techniques
Payback period, ROI, IRR, discounted cash flow, NPV, BCA, etc.
Supplier selection analysis
lowest cost
Qualifications only
Score based on quality or technical solutions
Based on quality and cost
sole source
fixed budget
output
Procurement Management Plan
How to coordinate procurement work with other projects
Timetable for carrying out important procurement activities
Procurement metrics used to manage contracts
Procurement-related stakeholder roles and responsibilities
Constraints and assumptions that may affect procurement efforts
Jurisdiction and currency of payment
Whether an independent estimate needs to be prepared
Risk management matters
Pre-qualified sellers to be used
Procurement strategy
Delivery method
Contract payment type
Procurement stage
Procurement Statement of Work (SOW)
content
Specifications, quantity, quality, performance parameters, performance period, work location and other requirements
be careful
The Procurement SOW should be revised and improved as necessary Until it becomes part of the signed agreement
Bidding Documents
Request for Information (RFI)
Requiring the seller to provide more information about the goods and services to be purchased
Request for Quotation (RFQ)
The seller is required to provide more information about how the demand will be met and how much it will cost.
Request for Proposal (RFP)
If a problem arises in the project and the solution is difficult to determine
It is the most formal “invitation” document
Make or buy decision
independent cost estimate
You can prepare it yourself or hire an external professional estimator
and serve as a benchmark for evaluating the seller’s offer.
If there is a significant difference between the two, it means
Procurement statement of work is flawed or unclear
Potential seller misunderstood or failed to fully respond
Supplier selection criteria
Capabilities and potential, product costs and life cycle costs, delivery dates, technical expertise and methods, work methods and work plans, qualifications, availability and competencies of key employees, financial stability of the organization, knowledge transfer plans
15.8 Execution - Implement Procurement
Implement risk responses
definition
Get seller responses, select sellers, and award contracts
Recruitment, investment evaluation, contract signing
effect
Select a qualified seller and sign a legal agreement regarding the delivery of goods or services
enter
Procurement documents
Bidding Documents
Invitation for information, invitation for suggestions, invitation for quotation, etc. to facilitate the seller's preparation of response documents
Procurement Statement of Work SOW
Clearly explain the goals, needs and results to the seller so that the seller can respond quantitatively accordingly
independent cost estimate
Used to evaluate the reasonableness of proposals submitted by bidders
Supplier selection criteria
Describe how bidders' proposals will be evaluated
buyer's proposal
Proposal prepared by the seller in response to the procurement package
Price proposals should be separate from technical proposals
tool
advertise
Can expand existing list of potential sellers
When bidding
bidders meeting
A meeting between the buyer and all potential sellers
Ensure that all potential sellers have a clear and consistent understanding of procurement requirements, Guarantee that no bidder will receive special treatment
Before bidding
Proposal evaluation
Determine whether there is a complete and adequate response to the procurement package
During bid evaluation
Procurement negotiation
Clarify the structure, requirements and other terms of the contract to achieve consensus
Before signing the contract
output
selected seller
protocol
Procurement statements of work or major deliverables; schedules, milestones; performance reports; pricing and payment terms; inspection, quality and acceptance standards; warranties and ongoing product support; incentives and penalties; insurance and performance bonds; subcontractor approvals ; General terms and conditions; handling of change requests; termination clauses and alternative dispute resolution methods, etc.
15.9 Monitor-Control Procurement
Monitor procurement
definition
Manage procurement relationships, monitor contract performance, implement necessary changes and corrections, and close contracts
effect
Ensure that buyers and sellers fulfill legal agreements and meet project needs
enter
protocol
Check the relevant agreement to confirm compliance with its terms and conditions
Procurement documents
Statement of work, payment information, contractor work performance information, plans, drawings, etc.
Approved change request
May include modifications to contract terms and conditions
tool
Claims management
negotiation
ADR (Alternative Justice Resolution)
sue
Negotiation is the preferred method of resolution and justice for all claims
data analysis
performance review
Party A’s review of Party B’s process
Earned value analysis
Determine the degree of deviation from the target
trend analysis
Determine whether performance is improving or deteriorating
examine
Party A’s inspection of Party B’s deliverables
Procurement audit
Party A’s audit of Party A’s process, Party B’s audit of Party B’s process
output
Procurement closed
The buyer, usually through its authorized purchasing administrator, provides the seller with formal written notice that the contract has been completed.
Close purchase request
All deliverables have been delivered on time, quality and according to technical requirements
No claims or invoices pending
All final payments have been made
Early termination of contract
Both parties reached consensus
One party breaches the contract
Buyer convenience
Remuneration related to preparation, completion and acceptance must also be paid
15.9 Closing-Project Contract Management
type of contract
By project scope
general contract
The buyer outsources the entire project process to the same seller as a whole
It does not mean that there is only one general contract
single contract
A seller only contracts for a certain item or certain items, and the buyer enters into contracts with different sellers respectively.
beneficial to
Attract more sellers to participate in bidding competitions
The seller focuses on the construction of parts where it has rich experience and strong technical strength
subcontract
As agreed in the contract and approved by the buyer, the seller will subcontract certain parts or parts of its contracted project to subcontractors with corresponding qualifications.
5 conditions that must be met at the same time
Buyer Approved
The subcontracted part must be non-subject
Cannot subcontract the entire project
Subcontractors must have appropriate qualifications
Cannot be subcontracted again
By project payment method
lump sum contract
Set a total price for the purchase of a given product, service or result
Applicable to
Requirements are clearly defined and no major scope changes will occur
Classification
Fixed price contract FFP
The price of the purchase is determined at the outset and cannot be changed
Unless the scope of work changes
Most commonly used and preferred by buyers
Total price plus incentive fee contract FPIF
Allow certain performance deviations and provide financial rewards for achieving set goals
Provides some flexibility for buyers and sellers
To set a price cap, the seller must complete the work and bear all costs above the cap
Total Price Plus Economic Price Adjustment Contract FPEPA
Allow for final adjustments to the contract price in a predetermined manner based on changes in conditions (such as inflation, increases or decreases in commodity costs, etc.)
Applicable to
Seller performance period will span several years
Price will be paid in different currencies
Purchase order
Unilateral contract, suitable for non-bulk purchase of standardized products
cost reimbursement contract
Costs are reimbursed, plus an expense as profit
Applicable to
The scope of work is expected to change significantly during contract execution. Requirements are clearly defined and no significant scope changes will occur.
Classification
Cost Plus Fixed Fee Contract CPFF
Costs are reimbursed and a fixed fee is paid to the seller
This fixed fee is calculated as a percentage of the project’s initial cost estimate
Cost Plus Incentive Fee CPIF
Actual cost reimbursement, plus a predetermined incentive fee paid to the seller when the seller reaches performance targets specified in the contract
There is no maximum price on the total price, but sometimes there is a maximum price and a minimum price for profits.
Payment calculation
Overspending (if actual cost > target cost)
The total amount of payment available to the seller = (target cost target fee) cost overrun that the buyer should bear
Savings (if actual cost < target cost)
The total amount of payment available to the seller = (target cost target fee) - the cost savings that the buyer should enjoy
Cost Plus Incentive Fee Contract CPAF
Costs are reimbursed, plus incentive fees determined by the buyer based on his or her subjective judgment of the seller's performance.
Appeals are usually not allowed
T&M Contract for Work and Materials (Time and Means Contract)
A hybrid contract that combines the characteristics of cost compensation and lump sum contracts
Applicable to
Add staff, hire experts, or seek outside support when you can't quickly produce an accurate statement of work
The buyer bears the risk of workload changes; the seller bears the unit price risk
Choice of contract type
lump sum contract
The scope of work is clear and the project has been designed in detail
Seller bears cost risk
cost reimbursement contract
The scope of the work is unclear
Buyer bears cost risk
Work and materials contract
The nature of the work is clear, but the scope is not very clear, and the work is not complicated, and the contract needs to be signed quickly
Both parties share cost risks
Contract content
Project name, subject content and scope, plan, progress, location, method, various deadlines, price, remuneration and payment methods, quality requirements, risk-taking methods, acceptance standards and methods, ownership of technical achievements, confidentiality agreement, breach of contract Terms, methods of resolving disputes, explanation of terms
contract management process
Contract signing management
3 tasks before signing
market survey
Conduct credit checks on potential partners or competitors
Understand the relevant environment and make correct risk analysis judgments
Contract performance management
Handle and resolve contract disputes, contract breaches, contract claims and other matters in a timely and reasonable manner
Sequence of methods for resolving contract disputes
Negotiation, mediation, arbitration, litigation
Arbitration and litigation are generally mutually exclusive
Contract change management
Events that cause changes in the scope of the project and the rights and responsibilities of the parties involved in the contract are contract changes.
Conditional scenarios for contract changes
Both parties shall negotiate without damaging the interests of the country and society.
Contractual obligations cannot be performed due to force majeure
Because the other party failed to perform the contract within the time limit stipulated in the contract
When one party requests to modify the contract, it shall submit the request in writing and reply in writing.
Contract file management
Contract file management (text management) is the basis of the entire contract management
The project management team uses the contract file management system to manage contract documents and records
It is generally required to use a computer to print the text. Handwritten annotations and modifications have no legal effect.
Contract claims management
breach of contract
Failure or improper fulfillment of contractual obligations by one or both parties
Contract claims
If one party fails to perform its obligations and causes losses to the other party, the injured party shall seek compensation from the negligent party.
claim
seller to buyer
counterclaim
buyer to seller
Collectively referred to in this book as contract claims
CLASSIFICATION OF CLAIMS
by purpose
time claim
For example, when delays are caused by force majeure or buyer’s reasons
expense claim
For example, if the delay is caused by the buyer’s reasons,
According to basis
Contractual claims
Non-contractual claims
According to business nature
Engineering claims
Business claims
According to processing method
single claim
total claims
Principles of claims
Must be based on the contract; must pay attention to the accumulation of information; handle claims in a timely and reasonable manner; strengthen the forward-looking nature of claims
Contract claims process
File a claim
The claimant shall formally submit a notice of intention to claim to the supervising engineer in the form of a written claim notice within 28 days after the claim occurs.
Submit claim information
Within 28 days after the claim notice is issued, submit the claim report and relevant information to the supervision engineer
Supervision engineer's reply
The supervising engineer must respond within 28 days after receiving the claim report.
Consequences of late reply from the supervision engineer
If there is no reply within the time limit, the claim will be deemed to have been recognized.
Ongoing claims
Within 28 days after the claim event ends, submit the final claim report to the supervision engineer
Arbitration and Litigation
If the supervising engineer's reply to the claim is not acceptable, the government construction authority may mediate; If mediation still fails, the Economic Contract Arbitration Commission will conduct arbitration or directly file a lawsuit.
principles of contract interpretation
dominant language principles
If there are two language versions of the contract, it must be agreed which language is the dominant language
When the two are inconsistent, the text in the dominant language shall prevail.
Applicable legal principles
The contract should specify which country’s law shall be the applicable law of the contract
Contracts must be interpreted in accordance with applicable law
holistic interpretation principle
A contract is a whole and the internal connections within it cannot be severed.
If there are no other special provisions in the contract, the principles when ambiguity arises are as follows:
Special conditions>General conditions
Specific provisions>General provisions
Handwritten clauses>Printed clauses
Unit price>Total price
Textual expression of price > Numerical expression
Technical Specifications>Drawings
Fairness and Honesty
If there is still ambiguity after interpreting in accordance with the overall interpretation principle, the interpretation can be based on principles that are unfavorable to the party drafting the contract (generally the buyer).
Chapter 2 Information Technology Development
2.1 Information technology and its development
Computer hardware and software
Computer hardware
definition
A general term for various physical devices in a computer system
computer software
definition
Programs and their documentation in computer systems
program
Description of processing objects and processing rules; Must be installed into the machine.
document
illustrative information; Not necessarily installed into the machine.
computer network
Classification
Personal Area Network (PAN), Local Area Network (LAN), Metropolitan Area Network (MAN), Wide Area Network (WAN); Public Network, Private Network
Network protocol
3 elements
Semantics (what to do); Syntax (how to do it); Timing (the order in which to do it)
OSI seven-layer network interconnection model
physical layer
effect
Physical connection, data conversion
equipment
Hub HUB, modem, repeater
protocol
RS232 (graphics card serial port), RJ-45 (crystal head), V.35 (MODEM), FDDI (optical cable)
data link layer
effect
Logical connection, physical addressing
equipment
Switch, bridge
protocol
IEEE802.X
1 General, 2 Lele Tea (LLC), 3 Auntie (Ethernet), 4 lines and 5 rings, 6 men (MAN), 7 wide (FDDI), 8 light, 9 reasons (sound), 10 all, 11 lazy (WLAN)
PPP (Point-to-Point Protocol), ATM (Asynchronous Transfer Mode), Frame Relay (packet-oriented communication method)
network interface layer
Network layer
effect
routing, logical addressing
equipment
router
protocol
ARR (logical address -> physical address); RARP (physical address -> logical address); ICMP (avoidance of error messages); IGMP (multicast); IP protocol
transport layer
effect
End-to-end reliable data transmission, packaged data
equipment
gateway
protocol
TCP (reliable, connection-oriented, small amount of data, slow speed, email, etc.); UDP (unreliable, no connection, large data volume, fast speed, video, etc.)
session layer
effect
Create, manage and terminate sessions
equipment
RPC (Remote Process Call), SQL (Structured Query Language), NFS (Network File System)
presentation layer
effect
Data encryption, decryption, conversion, formatting and compression
equipment
JPEG (picture format), ASCII (character encoding), DES (data encryption), MPEG (video format)
Application layer
effect
Interface with end users
equipment
over TCP
FTP, HTTP, SMTP, Telnet
over UDP
TFTP, DHCP, DNS, SNMP
Application layer
Software Defined Networking SDN
definition
A method of network virtualization that can define and control the network through software programming. The control plane and data plane are separated to achieve flexible control of network traffic and make the network more intelligent.
3 planes
Application plane
Northbound interface NBI is not unified and includes various SDN-based network applications.
control plane
East-west interface, including logically centric SDN controller
data plane
Southbound interface CDPI, unified, including common network hardware such as switches
5G
Features
High speed, low latency, large connection
3 types of application scenarios
Enhanced Mobile Broadband (eMBB)
Facing the explosive growth of mobile Internet traffic, providing a more extreme application experience
Ultra-reliable low-latency communication (uRLLC)
For vertical industries such as industrial control, telemedicine, and autonomous driving
Massive Machine Type Communications (mMTC)
For sensing and data collection in smart cities, smart homes, environmental monitoring, etc.
several indicators
Traffic density
10TB/s.Km2
Connection density
1 million.Km2
Delay
1ms
efficiency
100 times
user experience rate
0.1~1G/b.s-1
peak rate
20G/b.s-1
Use technology
Orthogonal Frequency Division Multiple Access and Multiple Input Multiple Output
Support three major application scenarios
Supports both mid-low and high frequencies
Consider that mid- and low-frequency resources are limited
New channel coding schemes such as block error correction codes and linear block codes
Support high-speed transmission and better coverage
Short frames, fast feedback, multi-layer/multi-station data retransmission
Support low latency and high reliability
Informatization
External storage
Direct Attached Storage DAS
Direct connection, SCSI protocol, low scalability, data block transfer, LAN, low file sharing
Networked storage FAS
Network access storage NAS
Network connection, TCP/P protocol, medium scalability, file transfer, LAN, document sharing high
Storage Area Network SAN
Storage area network connection, FC protocol, high scalability, data block transmission, fiber channel storage area network, high file sharing
Storage virtualization
Integrate storage resources from one or more networks to provide users with an abstract logical view
green storage
From the perspective of energy conservation and environmental protection, it is a technology used to design and produce storage products with better energy efficiency, reduce the power consumption of data storage equipment, and improve the performance per watt of storage equipment.
data structure type
Hierarchical model (tree structure)
feature
The parents of a node are unique, and the child record value cannot exist without the parent record value.
advantage
Clear structure and high query efficiency
shortcoming
It can only directly handle one-to-many entity relationships. Checking children must go through their parents. There are many restrictions.
Network model (network structure)
feature
A node can have more than one parent, or it can have no parents.
advantage
It can describe the world more directly and has high access efficiency.
shortcoming
The structure is complex and difficult to use and master.
Relational model (table structure)
feature
Assume that all data are expressed as mathematical relationships
advantage
All can be represented by relationships, transparent, independent and confidential, simplifying development work
shortcoming
Query efficiency is low
Commonly used databases
Relational database SQL
feature
Support transaction ACID principles (atomicity, consistency, isolation, durability)
Example
Oracle, MySQL, SQL Server, Microsoft Access, DB2
advantage
Easy to understand, easy to maintain and easy to use
shortcoming
Difficulty in expansion, poor reading and writing under high concurrency, and poor performance
Non-relational database NoSQL
feature
Support for ACID principles is not guaranteed
Example
Redis, MongoDB, Hbase
advantage
Strong reading and writing under high concurrency, easy expansion, weakly structured storage
shortcoming
Weak transaction support, poor versatility, and poor support for complex scenarios
Commonly used databases
feature
Topic-oriented, integrated, relatively stable, reflecting historical changes, used to support management decisions
component
Data source (collected data for ETL (cleaning, transformation, loading))
Data storage and management (such as data marts)
Online Analytical Processing OLAP Server
ROLAP
Data is stored in RDBMS
MOLAP
The data is stored in a multidimensional database
HOLAP
Basic data storage RDBMS, Aggregate data stored in multidimensional database
Front-end tools (query tools, reporting tools, analysis tools, data mining tools, etc.)
2.2 New generation information technology and applications
Internet of Things
definition
Through information sensing equipment, any item is connected to the Internet according to the agreed protocol.
3-tier architecture
Perceptual layer
Recognize objects and collect information, composed of various sensors
equipment
Temperature sensors, QR code tags, RFID tags and readers, cameras, GPS, etc.
Network layer
Transmits and processes the information obtained by the perception layer, which is composed of various networks and is the backbone of the Internet of Things.
equipment
Internet, radio and television network, network management system and cloud computing platform interface
Application layer
It is the interface between the Internet of Things and users. It is combined with industry needs to realize intelligent applications of the Internet of Things.
Key technology
Sensor Technology
For example, radio frequency identification (RFID) technology using radio signals allows items to “speak”.
Microelectromechanical Systems (MEMS)
Integrate information acquisition, processing and execution to give objects new "life"
Application system framework
Machines, sensor hardware, communication networks, middleware, applications
cloud computing
definition
An Internet-based computing method that configures shared software resources, computing resources, storage resources and information resources on the network and provides them to online terminal devices and end users on demand.
Features
Fast, on-demand, elastic, distributed, virtualized
3 services
Infrastructure as a Service (IaaS)
Providing infrastructure services such as computer power and storage space
Platform as a Service (PaaS)
Provide platform-based services such as operating systems, database management systems, and Web applications
Software as a Service (SaaS)
Provide services for virtualization software such as application software, components, and workflows
Key technology
virtualization technology
Computing elements run on a virtual basis rather than a real basis, which can expand the capacity of the hardware and simplify the reconfiguration process of the software. Such as Docker container technology
Compare with other technologies
Multitasking
Multiple programs run simultaneously and in parallel in an operating system
Virtualization
Run multiple operating systems simultaneously, with multiple programs running in each operating system
hyperthreading
Single CPU simulates dual CPU to balance program running performance
Cloud storage technology
Cloud security technology
Multi-tenancy and access control management
Big Data
definition
Data collections that cannot be captured, managed, and processed with conventional software tools within a certain time range are massive, high-growth, and diverse information assets with stronger decision-making power, insight discovery, and process optimization capabilities.
5V characteristics
Massive data (Volume)
TB-->PB- ->EB-->ZB
Variety of data types (Variety)
Structured (text, etc.), unstructured (web logs, audio, video, pictures, geographical location information, etc.)
Fast processing speed (Velocity)
Fast processing is the most significant feature that distinguishes big data from traditional data mining.
Veracity
Data comes from the behavior or traces of the network and network terminals
Low data value density (Value)
The density of data value is inversely proportional to the size of the total amount of data
4 links
Data collection, data storage, data management, data analysis and mining
Key technology
Big data acquisition technology
data collection
Distributed crawling, high-speed network-wide data imaging, etc. to obtain information, DP or DFl collection stream
Data Integration
On the basis of collection, high-quality integration of data into information is achieved
Data cleaning
According to the correctness conditions and data constraint rules, unreasonable and erroneous data are cleared, important information is repaired, and the integrity of the data is ensured.
Distributed data processing technology
Hadoop
Offline complex processing
Spark
Fast offline processing
Storm
Fast offline processing
Big data management technology
big data storage
New database cluster using MPP architecture
Extending and encapsulating Hadoop
Realize a big data all-in-one machine with good stability and scalability
Big data collaboration
Integrate collaborative management of multiple data centers through distributed workflow engines
big data privacy
Minimize data loss while maximizing user privacy
Big data application and service technology
Analytical Application Technology
Carry out special data analysis for different types of business needs
Visualization technology
Help explore and understand complex data through interactive visual representations
Chapter 1 Project Integration Management
1.1 Information and informatization
information
definition
Something to eliminate random uncertainty (Shannon)
unit
Bits
feature
Objectivity, universality, infinity, dynamics, relativity, dependence, transformation, transitivity, hierarchy, systematicity, transformation
Quality attributes
safety
reliability
Accuracy
integrity
timeliness
Economy
Verifiability
Tip: Safety depends on precision and experience
Information system
definition
A system that inputs data, processes it, and generates information.
component
Hardware, software, databases, networks, storage devices, sensing devices, peripherals, personnel, procedures
Classification
E-commerce system, transaction processing system, management information system, production and manufacturing system, e-government system, decision support system
life cycle
System planning
(Project establishment) Feasibility analysis and project development plan
system analysis
(Planning) Needs Analysis
system design
(Planning) outline design, detailed design
System Implementation
(execution) coding, testing
System operation and maintenance
(perform) maintenance
Tip: Divide facility operations
Informatization
definition
The historical process of cultivating and developing new productivity (information productivity) represented by computer-based intelligent tools and making it benefit society (the process of dynamic change)
core
All members of society strive to
Apply advanced social production tools
Promote the reform of the social superstructure
Comprehensively improve the country’s comprehensive strength, social civilization, and people’s quality of life
connotation
information network system
Information industry foundation
social operating environment
utility accumulation process
Six elements of the national information system
Information Technology Application (Leader)
Information technology and industry (material basis)
Information talents (the foundation of success)
Information policies, regulations and standards (guarantee)
Information Resources (Core)
Information Network (Infrastructure)
Formula: The eagle on the top (should) and the chicken on the bottom (technique). The left man and the right turtle (regulation) China Investment Network
Information technology trend
Organizational information trends
product
Matter—>Information, processing functions are getting stronger and stronger
industry
Optimization and reorganization of resources and elements
social life
The entire social system adopts advanced information technology
national economy
Production, circulation, distribution and consumption are integrated
National informatization trends
Overall goal: Build a powerful cyber nation
In 2020, some areas will reach the international advanced level.
In 2025, fundamentally change the situation where core and key technologies are controlled by others.
In the middle of the 21st century, comprehensively support the construction of a modern country
"14th Five-Year Plan"
Ubiquitous intelligent connection, efficient utilization, release of digital productivity, advanced security, industrial digital transformation, co-construction, sharing and co-governance, collaborative and efficient, inclusive and convenient, mutual benefit and win-win, sound and standardized
1.2 Modern infrastructure
New infrastructure construction
7 new infrastructure
5G infrastructure
Industrial Internet
Big Data
Intercity high-speed railway and intercity rail transit
AI
UHV
New energy vehicle charging pile
Tip: Use 5G industrial big data to carry out artificial ultra-high voltage charging for intercity high-speed trains
3 new infrastructures
Information infrastructure (new technology)
The evolution of new generation information technology
Communication network (5G, Internet of Things, Industrial Internet)
New technologies (artificial intelligence, cloud computing, blockchain)
Computing power (data center, intelligent computing center)
Computing network-information-technology
Converged Infrastructure (New Applications)
Support the transformation and upgrading of traditional infrastructure
Smart transportation, smart energy
Smart Upgrade-Integration-Application
Innovation infrastructure (new platform)
With public welfare attributes
Major science and technology, science and education, industrial technology
Public Science and Education-Innovation-Platform
Industrial Internet
definition
New infrastructure, application models and industrial ecology that are deeply integrated with the new generation of information and communication technology and the industrial economy
It is an important cornerstone of the fourth industrial revolution
4 levels of platform system
Network (Basic)
system
Network interconnection, data interoperability, identification analysis
Typical technology
Industrial bus, industrial Ethernet, time-sensitive network (TSN), deterministic network
Platform (hub)
Hierarchy
Edge layer, IaaS, PaaS, SaaS
effect
Data aggregation, modeling analysis, knowledge reuse, application innovation
data (features)
feature
importance, expertise, complexity
safety (security)
Features
Wide design scope, large impact, weak protection foundation
6 major application modes
Platform design, intelligent manufacturing, network collaboration, personalized customization, service extension, and digital management
Internet of Vehicles
3-tier system
cloud system
Servers and information platforms gather massive amounts of information from multiple sources and require cloud computing functions such as virtualization, security authentication, real-time interaction, and massive storage.
pipe system
Network communication or communication protocol to realize communication and roaming between vehicle ad hoc networks and various heterogeneous networks
end system
Ubiquitous communication terminals collect and obtain intelligent vehicle information and sense driving status and environment.
Link method
Between cars and cloud platforms, cars and cars, cars and roads, cars and people, and in-car devices
Scenario application
Practical scenarios
Predict problems in advance, have safety protection functions, and improve safety in emergencies.
Convenient scenarios
Create a safer driving experience, such as infotainment, online shopping with merchants, etc.
Efficiency scenarios
Automatic firmware and software updates, in-vehicle remote services, etc.
1.3 Modern innovation and development
Agricultural and rural modernization
Rural Revitalization Strategy
building infrastructure
Promote the simultaneous planning and construction of rural gigabit optical networks, 5G, mobile Internet of Things and cities
Develop smart agriculture
Establish and promote the application of agricultural and rural big data systems
Building a digital countryside
Build a rural digital service system that combines online and offline services to benefit the people
Integration of informatization and informatization
definition
High-level and deep integration of informatization and industrialization
core
Informatization support and pursuit of sustainable development model
4 aspects of integration
Technology integration
Integration of industrial technology and information technology (generating new technologies and promoting technological innovation)
product integration
Information technology penetrates into products (increases the technical content of products)
Business integration
Information technology is applied to all aspects of the enterprise (promoting enterprise business innovation and management upgrading)
industry convergence
Integration of informatization and industrialization (generating new industries and forming emerging business formats)
Intelligent Manufacturing IM
definition
Based on the deep integration of new-generation information and communication technology and advanced manufacturing technology, which runs through all aspects of manufacturing activities, A new production method with functions such as self-sensing, self-learning, self-decision-making, self-execution, and self-adaptation
5 levels
Level 1 (Planning)
Process management of core business activities
Level 2 (standard)
Enable data sharing for a single business activity
Level 3 (Integrated)
Enable data sharing across business activities
Level 4 (optimized)
Achieve accurate prediction and optimization of core business activities
Level 5 (Leading)
Realize industry chain collaboration and derive new manufacturing and business models
Formula: There is an addiction to counterattacking with words (Excellent Quotes from the Collection of Fans)
consumer internet
definition
An Internet type that uses individuals as users and daily life as application scenarios to meet consumers’ consumption needs on the Internet.
Nature
Personal virtualization enhances personal life consumption experience
Basic properties
Media attributes, industry attributes
Apply new patterns
It has established an "identityless society" and will accelerate the development of a two-way consumption model that integrates offline to "upward" and expands online to "downward" in the future.
1.4 Digital China
digital economy
Digital industrialization
definition
Provide digital technologies, products, services, infrastructure and solutions for the development of industrial digitalization, as well as various economic activities that completely rely on digital technologies and data elements
Classification
Digital product manufacturing industry, digital product service industry, digital technology application industry, digital element driven industry
Development focus
Cloud computing, big data, Internet of Things, industrial Internet, blockchain, artificial intelligence, virtual reality and augmented reality
Industrial digitalization
definition
With data as the key element, value release as the core, and data empowerment as the main line, the process of digital upgrading, transformation and re-engineering of all elements upstream and downstream of the industrial chain
Classification
Digital efficiency improvement industry
Typical characteristics
social dimension
Transform production tools and digital resources into production factors and reconstruct product structure
market dimension
Information networks serve as market configuration links, and service platforms serve as industrial ecological carriers.
Organic integration of two dimensions
Good digital governance is a condition for development mechanisms
digital governance
core features
Data exchange across society, comprehensive digital collaboration, and cross-departmental process reengineering
connotation
Governance of data
Governing with data
Governing the digital convergence space
Data valorization
Data resource utilization
Make disordered raw data orderly (improve data quality and form data usage value)
Data capitalization
Bringing economic benefits through circulation transactions (forming data exchange value)
Data Capitalization
Data credit financing and data securitization (realizing social allocation of data elements)
Sanhua
digital government
Key words
Sharing, interoperability, convenience
main content
One-stop service
definition
Relying on the integrated online government service platform, we promote online services that only need to be logged in once.
Inter-provincial service
definition
Submitting an application for matters in a province or city other than the place where the application is handled or applying locally for handling matters in other provinces or cities
Processing mode
Full online handling, collection and handling, joint handling in multiple places
One network unified management
definition
Coordinate and manage the network and agree on the list of city operation matters
emphasize
One network
Government Cloud, Government Network, Government Big Data Center
one screen
Integrate data from multiple departments to reflect city operations
Linkage
Smooth the command system at all levels and provide rapid response capabilities for cross-department and cross-level joint logistics.
early warning
Based on multi-dimensional, massive, holographic data collection, intelligent early warning of urban operating signs is realized
innovation
Use information flow and data flow to promote comprehensive optimization of business processes and management innovation
digital society
digital livelihood
Construction focus
Benefiting, empowering and benefiting the people
Smart City
4 smart city clusters
Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong, Hong Kong and Macao, central and western regions
5 core competencies
Data governance, digital twins, marginal decision-making, multiple integration, situational awareness
5 stage life cycle
Planning and design, deployment and implementation, operation management, evaluation and improvement, innovation and development
5 persons 1 body
Urban governance, people's livelihood services, ecological livability, industrial economy, spiritual civilization
5 levels
Level 1 (Planning)
Plan development, clarify responsibilities, and initially carry out data collection and application
Level 2 (Management)
Implement single application in multiple fields; implement management throughout the life cycle
Level 3 (Synergy)
Promote integrated innovation and achieve cross-domain collaborative improvements
Level 4 (optimized)
Deep integration promotes continuous improvement of urban competitiveness
Level 5 (Leading)
Agile development, integrated evolution and symbiotic co-governance of physical, social and information three-dimensional space, leading the linkage of urban cluster governance
Formula: The words are both addictive (the reasoning is the same and the quotes are the same)
digital countryside
2035
Agricultural and rural modernization has been basically realized
mid-21st century
Comprehensively build a digital village
digital life
Digitization of life tools, methods and content
digital ecology
effect
Provide a good environment and strong support to accelerate the construction of digital economy, digital society and digital government
data element market
Realize the value of data flow or data generate value in the flow
Data business environment
5 level 1 indicators
Digital support system, data development, utilization and security, digital market access, digital market rules, digital innovation environment
1.5 Digital Transformation and Metaverse
triple space
physical, social, information space
digital transformation
On the basis of digital transformation and digital upgrade, further touch on the core business of the organization and create a new business model; systematically and thoroughly redefine
Wisdom transfer (S8D model)
definition
Based on the DIKW model (data, information, knowledge, wisdom), build transformation activities for the two major processes of "wisdom-data" and "data-wisdom"
Wisdom-Data
definition
Informatization process, information system planning, construction and operation process
W-Intelligent Structure
Clarify the business system level
K-knowledge modeling
Define logical relationships between business activities
I-process informatization
Clarify the requirements for each execution series of operations
D-data platform
Realize data collection, storage and sharing
Tip: Know how to plant fruit trees (Huizhi knows how to count)
Data-wisdom
definition
The process of intelligence, the process of data development and utilization and resource management
D-object digitization
Realize digital expression of various objects
I-twin virtualization
Complete the mapping of physical objects to information space
K-Architecture Visualization
Realize the reuse and innovation of business knowledge models and experience accumulation
W-computing intelligence
Realize scheduling and decision-making under multiple conditions
Formula: Opposite Dog and Chicken (opposite plan)
metaverse
Lessons Learned Register
content
Situation categories and descriptions, impact recommendations and action plans, challenges, risks and opportunities, etc.
stage
Created early in the project, updated continuously during the project, and classified as an organizational process asset (lessons learned knowledge base) at the end of the project or phase
definition
A virtual world that maps and interacts with the real world is a digital living space that runs parallel to the real world.
based on
Extended reality-virtual reality-VR, augmented reality-AR
first year
2021 (the second year of the epidemic)
4 aspects of intersection
spatiotemporality
Virtual in space, real in time
authenticity
Digital replicas of the real world and creations of the virtual world
independence
A parallel space that is both closely connected to the external real world and yet highly independent
Connectivity
Sustainable, wide-coverage virtual reality system
3 must
Always present, decentralized, and connected to reality
3 stages
Digital twin, digital native, virtual and real symbiosis
6 major technologies (BIGANT)
Blockchain, interactive technology, video game technology, artificial intelligence, network and computing technology, Internet of Things technology
Keywords, (back), select key points
PMP
Part One Introduction to Project Management
1.1 Basic elements of the project
definition
A project is temporary work undertaken to create a unique product, service or outcome
Features
unique
Uniqueness brings uncertainty
Deliverables are unique and verifiable
Temporary
Situations that require closure
goal achieved
Will not or cannot achieve the goal
no funds
no resources
demand does not exist
convenience reasons
Projects are temporary, deliverables are durable
Project-driven organizational change
Current state—>future state
Supermarket -> Express delivery -> Cainiao Station
Projects create business value
tangible
Monetary assets, fixed facilities, tools, shareholders’ equity, market share, etc.
invisible
Goodwill, brand recognition (0.01 yuan benchmark project), public interest (philanthropy), strategic consistency, etc.
Project success criteria
There are many success criteria, and the specific criteria to be measured must be agreed upon with the stakeholders.
Relationship of projects to programs and portfolios
organizational strategy
hotel group
Portfolios
Emphasis on "competition"
Select "Correct"
Hotel A, Hotel B, Hotel C, Hotel D
Understand "operations"
continuous
Repeated
Program
Emphasis on "association"
"The way" is correct
Hotel A (weak current, fire protection, decoration, informatization)
project
Emphasis on "coordination and dependence"
"The way" is correct
Informatization (requirements, development, trial operation, acceptance)
Project<Program<Project Portfolio<Strategy
The more words, the bigger
project life cycle
definition
The series of stages a project goes through from inception to completion
The relationship between stages can be sequential, iterative, or overlapping
stage
stage gate
Also called stage review, stages, key decision points, stage gates, stage exits
Has the function of review and decision-making
Universal life cycle
Start project, organize and prepare, perform project work, close project
Features
Cost and labor investment: "slowly increasing" at the beginning of the project, reaching the highest during "execution of work", and "rapidly falling" towards the end of the project
Risks and uncertainties, influence of relevant parties, number of changes: greatest at the beginning of the project, and "gradually reduced" later on
The cost of change and the impact of risks: small at the beginning of the project, but "significantly higher" later on
Development life cycle
definition
One or more development-related phases in the project life cycle
type
Predictive
Predictable, plan-driven
Iterative
Unclear needs, repeated cycles, from "fuzzy" to "clear"
Incremental
Gradually increase, from "part" to "whole"
Adaptive (agile)
Value-driven, small increments, rapid iterations
Hybrid
Predictive and agile hybrid
project management
management process group
A series of interrelated actions and activities performed to accomplish a predetermined product, outcome, or service
Five process groups
Initiate, plan, execute, monitor, close
Top ten areas of knowledge
Integration, scope, schedule, cost, quality, resources, communication, risk, procurement, stakeholders
Data and information in project management
job performance data
Height 1.78cm, weight 206kg
job performance information
BMI=103/1.78=32.5
job performance report
High blood pressure and high blood sugar, you need to buy a treadmill
Project management business documents
business case
Demonstrate whether the project is worth investing in
business needs
Cost-benefit analysis
Benefit Management Plan
Describes how and when the project will achieve benefits, and the benefit measurement mechanisms that should be developed
1.2 Project operating environment
business environment factors
definition
Enterprise environmental factors (EEFs) refer to various conditions that are beyond the control of the project team and will affect, restrict or direct the project.
Features
Uncontrollable, must be observed
Example
outside the organization
legal restrictions
Government or industry standards
financial factors
Tariffs, exchange rates, etc.
physical environmental factors
Weather etc.
market conditions
Social and cultural influences and issues
business database
Academic Research
within the organization
Organizational culture, structure and governance
infrastructure
Resource availability
Geographic distribution of facilities and resources
information technology software
Various software used by organizations are business environment factors
Staff ability
organizational process assets
definition
The plans, processes, policies, procedures and knowledge base held and used by the executing organization
Features
Can be cut and used, needs to be updated continuously
Example
process, policy, procedure
guide
template
organizational knowledge base
Lessons Learned Knowledge Base
Past project files
Whole process update
various organizational structures
Functional (centralized)
Part-time project manager (liaison)
Power is "little" or even "none"
Clear career paths and weak lateral connections
matrix type
weak matrix
Part-time project manager with "little power"
balanced matrix
Part-time project manager, “small to medium” power
strong matrix
Full-time project manager, "medium to large" power
High resource utilization, conducive to cross-department coordination, multiple leaders, difficult management, and competition for resources
Project type
Full-time project manager
Power "big ~ all"
Repeated configuration, homeless
other
organic or simple organization
Startup company, few people
multi-department organization
Branch autonomy
virtual organization
A temporary organization, not a serious company
"Tight matrix" refers to centralized offices, not organizational structure
PMO
definition
A Project Management Office (PMO) is an organizational structure that standardizes project-related governance processes and facilitates the sharing of resources, methodologies, tools, and technologies
Classification
Supportive
Resource library, low degree of control
Controlling
Moderate level of control
command type
High degree of control
effect
Identify and develop “best practices” and “standards”
Project audit
Develop policies, procedures, templates
Training and guidance project manager
1.3 The role of the project manager
definition
An individual assigned by the executing organization to lead the team to achieve project goals
Note: Achieve goals rather than set goals (Ma Zai)
PMI Talent Triangle
Technical project management skills
Project management knowledge
Strategic and business skills
Industry knowledge
leadership skills
Ability to coach, motivate and lead teams
Project manager powers
expert power
certain skills or technical expertise
Reference power (implicit power)
The ability to attract others and build their loyalty to you
reward power
Formal (legal, statutory, positional) authority
Project manager positions and titles held by
Punishment power
Project manager leadership style
laissez-faire
It is easy to lose control of management, but it is conducive to innovation
Service type
servant leadership
agile
Transactional
Set goals and give rewards
transformational
Improve follower capabilities by fostering innovation
Charming
Energetic, enthusiastic, confident, persuasive and able to inspire others
interactive
Combines transactional, transformational and charismatic traits
Part 2 Project Management Process
2.1 Project start
2.1.1 Develop project charter (integration)
Main points
Documentation that approves a project and authorizes the project manager to use organizational resources in project activities
Clarify the direct link between the project and the organization's strategic goals and establish the formal status of the project
The approved project charter signifies the official launch of the project
The project manager (participates) formulates, and the sponsor is responsible/approval for release
Appoint the project manager as early as possible and at the latest before planning begins
A project charter is different from a contract and does not promise remuneration or money. A formal contract is required to reach a cooperation agreement during execution.
enter
business documents
business case
Demonstrate whether the project is worth investing in (cost-benefit analysis)
Developed before the project and reviewed regularly
The initiator is responsible, the project manager cannot make modifications and can only make suggestions.
Benefit Management Plan
Describe how and when the project will achieve benefits, and the benefit measurement mechanism that should be developed
protocol
Contract, memorandum of understanding, service quality agreement, letter of intent
business environment factors
organizational process assets
Tools and Techniques
expert judgment
data collection
Brainstorming
Speak freely
focus group
Stakeholders and subject matter experts in the same field
Interview
Talk directly to stakeholders and keep it private
Interpersonal and team skills
Conference management
Guide to consensus
Meeting
output
Project Charter
Documents high-level information about the project and the products, services, or results the project is expected to deliver
Establish a partnership between the executing organization and the demand organization
① Project purpose
② Measurable project goals and related success criteria
Formal Approval of Project Overview
③ High-level requirements, high-level project description, boundary definition and deliverables
④ Overall milestone progress plan
⑤ Pre-approved financial budget
⑥ Overall project risk
⑦ List of key stakeholders
⑧ Project approval requirements (such as criteria for evaluating project success, who will draw conclusions about project success, and who will sign the project end)
⑨ Project exit criteria (such as under what conditions the project or phase can be closed or canceled)
process related
⑩ The assigned project manager and his responsibilities and authorities
Authorized project manager
⑪ Name and authority of the sponsor or other person who approved the project charter
sponsor
Hypothetical log
Assumptions
Constraints
2.1.2 Identify stakeholders (stakeholders)
Stakeholder definition
Refers to anyone who will be positively or negatively affected by the project, or can exert a positive or negative influence on the project
Main points
Identify project stakeholders early and regularly, and analyze and document their interests, involvement, interdependencies, influence and potential impact on project success
enter
Project Charter
business documents
protocol
Tools and Techniques
data collection
Questionnaire
Identity Information
Brainstorming
brain collaboration
data analysis
Stakeholder analysis
Assessment information
Stakeholder background and concerns
Data performance
power/interest grid
Classified information
High power and high profits: focus on management
High power but low profit: make them satisfied
Low rights and high profits: keep informed
Low power and low profit: supervision
output
Stakeholder register
Identity Information
Assessment information
Classified information
change request
2.2 Project planning
scope
2.2.1 Planning scope management
Scope Management Plan: How to Manage Scope
Demand Management Plan: How to Manage Demand
2.2.2 Collect requirements
Requirements definition
Conditions or capabilities that a product, service or result must have under a specific agreement or other mandatory specification
Quantified and documented needs and expectations
Main points
Identify and document stakeholder needs to achieve project goals
enter
Project Charter
high-level requirements
Stakeholder register
protocol
business documents
Tools & Techniques
data collection
Interview
Get confidential information
Brainstorming
focus group
Questionnaire
Diversified audience, quick completion, geographically dispersed, suitable for statistical analysis
Set up mutually exclusive questions (contradiction points) to check the validity of filling in the questionnaire
Benchmarking
Internal or external, in the same industry or different industries, identifying best practices and forming suggestions for improvement
data analysis
File analysis
Analyze existing files
decision making
vote
unanimously agreed
Delphi
Multiple rounds of questions, supplementary requirements based on the previous round of expert opinions, and guidance to achieve consensus
Experts, anonymity, multiple rounds, convergence, elimination of bias
Most agree
More than 50%, the decision-making group is an odd number
A relative majority agrees
Used when there are more than two candidates
autocratic decision making
Multi-criteria decision analysis
Decision matrix, multiple criteria, evaluation and ranking
Data performance
Affinity diagram
Grouping, classification
mind Mapping
Integrate
Interpersonal relations and team skills
Nominal group (public opinion)
Facilitate brainstorming, voting, prioritization
Observe (work shadowing) and talk
Difficulty or unwillingness to explain clearly and uncover hidden needs
Facilitation (guided workshops)
Cross-functional and different departments to coordinate differences among stakeholders
System interaction diagram
Topology map, visualization
prototype method
Make models first and gradually detail them to reduce the risk of rework.
output
requirements document
Describe how a single requirement satisfies related business requirements
Requirements Tracking Matrix
A form that links product requirements from sources to deliverables
Ensure that each requirement has a corresponding business goal and that each requirement has value
Ensure every requirement is ultimately delivered
2.2.3 Define scope
Main points
Select the final requirements from the requirements document
Define what deliverables and acceptance criteria will be used to meet these requirements
enter
Project Charter
project files
requirements document
Tools and Techniques
data analysis
Alternatives Analysis
decision making
Multi-criteria decision analysis
Interpersonal and team skills
guide
product analysis
Turn high-level product descriptions into tangible deliverables
output
project scope statement
Represents the consensus among project stakeholders on scope
Product range description
Deliverables
Acceptance Criteria
Exclusions
2.2.4 Create WBS
Main points
The WBS organizes (has a hierarchy) and defines the overall scope of the project
Break deliverables into smaller, more manageable components
Generally, "main deliverables" are used as the second layer, and "stages" can also be used as the second layer.
It can be divided into enough that it can be handled by a separate group.
Incorporate various lower-level components developed by organizations outside the project team (such as outsourced work)
enter
project scope statement
requirements document
Tools and Techniques
break down
100% principle, sole responsibility, within 80 hours (recommended), 4th to 6th floor
Identify and analyze deliverables and related work
Determine the structure and arrangement of the WBS
Decomposition layer by layer from top to bottom
Develop and assign identification codes to WBS components
Verify that deliverables are broken down to the appropriate extent
output
Scope Baseline
content
project scope statement
WBS
Work packages, planning packages, control accounts
WBS Dictionary
Approved by key stakeholders
Deliverables and acceptance criteria selection: project scope statement, WBS dictionary, scope baseline
schedule
2.2.5 Planning progress management
Main points
Output "Progress Management Plan"
content
Accuracy
±xx
unit of measurement
Such as "man and heaven"
control threshold
Maximum progress deviation allowed
performance measurement rules
Earned value management (EVM) rules or other measurement rules for performance measurement
2.2.6 Define activities
activity definition
Specific actions required to complete the project deliverables; The work effort required to complete the work package
effect
Break down work packages into activities
enter
Scope Baseline
Tools & Techniques
break down
Each work package should be decomposed and team members should participate in the decomposition
rolling planning
Corresponds to the planning package in WBS
Progressive detailing for work packages, planning packages, and release planning using agile or waterfall methodologies
output
Activity list
Include activity identification and scope of work details
Agile, rolling planning requires regular updates
Milestone List
Mandatory or optional; point in time or event
change request
Project Management Plan Update
2.2.7 Sequence activities
Identify and document relationships between project activities
effect
Define the logical sequence of the workspace
enter
Activity list
Tools & Techniques
Predecessor Relationship Drawing Method PDM
Sorting method
FS, FF, SS, SF (only the predecessor activity xx, the successor activity can be xx)
Determine and integrate dependencies
Determine logical relationships
mandatory dependencies
Determined by law, contract requirements, and nature of work
selective dependency
Based on best practices and can be adjusted for fast follow-up
external dependencies
internal dependencies
mandatory external relations, mandatory internal relations Selective external relations, selective internal relations
lead and lag
Determine the time between immediate and immediate activities
The amount of time that a successor activity can be advanced (-)/must be delayed ( ) relative to its predecessor activity
output
Project progress network diagram
Path convergence points and path branch points require attention to high risks
2.2.8 Estimating activity resources
definition
Estimate the team resources needed to execute the project, as well as the type and quantity of materials, equipment, and supplies
Input (no test points)
project files
Tools and Techniques (no test points)
output
Resource requirements
Estimate basis
Resource Breakdown Structure (RBS)
People, materials, equipment
2.2.9 Estimating activity duration
several laws
Parkinson's law - scope creep, student syndrome - procrastination, Murphy's law - the more likely things are to go wrong, they will go wrong, Peter's law - jobs are always occupied by incompetent people, learning curve - practice makes perfect
definition
Estimate the number of work periods required to complete a single activity (duration)
Main points
The individual or group most familiar with the specific activity provides the various inputs needed to estimate the duration of the activity
The law of diminishing returns, resource quantity considering risk, technological progress, employee motivation considering Parkinson's law and student syndrome
Tools & Techniques
expert judgment
Estimation method
analogy estimation
Patting the forehead, fast, low cost and accurate
parameter estimation
Set of formulas, basic data, parameter models
Bottom-up estimation
Deduct and summarize bit by bit, the most accurate but time-consuming
Three Point Estimation (PERT)
Beta distribution, accounting for risk and uncertainty
data analysis
Alternatives Analysis
Compare differences and weigh differences to determine the best approach
Reserve analysis
Contingency Reserve: (Known-Unknown) Can be used directly by the project manager
Management Reserve: (Unknown - Unknown) Must be used by the project manager through the change process
output
duration estimate
Estimate basis
2.2.10 Develop a progress plan
Main points
Develop a schedule model with planned dates for completing project activities
Tools and Techniques
data analysis
Progress network analysis
A comprehensive technique that combines critical path methods, resource optimization and modeling techniques
critical path method CPM
The longest path among all paths determines the shortest project duration
The more critical paths there are, the greater the risk
Push forward and backward
Push forward to find the largest EF, push backward to find the smallest ES
total float
It can be extended without affecting the completion date of the project.
= LS - ES = LF - EF
free float
Can be postponed without affecting the start of follow-up activities
= immediate successor ES - immediate predecessor EF - 1
The total float time is negative, indicating that the activity has been postponed
What-if scenario analysis
What would happen if scenario X occurred?
simulation
model caro
Resource optimization technology
resource balancing
Will lead to changes in the critical path, usually extending the
Resources are only available at specific times, are limited in quantity, and are over-allocated
Resource smoothing
Does not change the critical path, but cannot achieve all optimizations
Delayed only during activity freedom and total float
lead and lag
Progress compression
Shorten or speed up the construction period without reducing the scope
rush work
Compress schedule with minimal cost increase. Overtime, extra people, expedited work. Will increase costs.
spend money to buy time
Shorten the critical path regardless of cost
Quick follow up
Changing activities performed sequentially to at least partially parallel increases risk
Applies only to selective dependencies
No additional resources, no cost overruns
Don’t say anything, just choose Progress Compression - Rush - Quick Follow-up
output
progress baseline
Project schedule
Milestone diagram: shows the main deliverables and external interfaces to report to the customer
Bar chart (Gantt chart): reporting progress to management
Project progress network diagram
Project Calendar
Define available workdays and shifts during which schedule activities can be carried out
cost
2.2.11 Planning cost management
Main points
Output "cost management plan": how to manage costs
2.2.12 Estimating costs
Main points
Estimating costs is the process of making an approximate estimate of the cost of resources required to complete project work
When making a cost estimate, all resources that will be charged to the project should be considered (e.g. special: inflation allowances, financing costs or contingency costs, etc.)
accuracy
Rough magnitude estimate (ROM): -25~ 75%
Certainty estimate: -5~ 10%
enter
Project schedule
The schedule includes the type, quantity, and length of time the team and physical resources will be available for the project
Tools & Techniques
analogy estimation
parameter estimation
three point estimate
Bottom-up estimation
data analysis
Alternatives Analysis
Reserve analysis
Set aside contingency reserves for “known-unknown” risks
Project managers can draw down, reduce or eliminate contingency reserves
The contingency reserve is part of the cost baseline and does not require a change process
quality cost
output
Cost Estimate
Estimate basis
2.2.13 Develop a budget
Main points
Aggregate the estimated costs of all individual activities or work packages to establish an approved cost baseline
enter
Cost Estimate
Estimate basis
business documents
business case
Benefit Management Plan
protocol
Consideration needs to be given to the cost of the products, services or results to be or have been procured
Tools & Techniques
cost summary
Essentially bottom-up estimation
Summary path: Cost estimate of activities - work package - control account - entire project
data analysis
Reserve analysis
Reserve analysis to establish project management reserves
Managing reserve utilization requires a change process
Drawn management reserves are included in the cost baseline
Historical information review
Funding Limit Balance
The schedule of work may need to be adjusted to balance the level of capital expenditures
output
cost basis
Includes contingency reserves but excludes management reserves
Project funding requirements
Cost Baseline Management Reserve
S-curve, banana chart
quality
2.2.14 Planning quality management
Main points
The process of identifying the quality requirements and/or standards for the project and its deliverables and describing in writing how the project will demonstrate compliance with the quality requirements and/or standards.
Core idea
Quality takes into account both "project management" and "deliverables" aspects
The difference between quality and grade
Prevention and inspection, attribute sampling and variable sampling, tolerances and control limits
Five quality management levels
Customer detection of defects, control quality process to detect and correct defects, quality assurance to check and correct the process itself, integration of quality into the planning and design of projects and products, quality culture
emerging practices
Customer satisfaction
Comply with requirements and suitable for use
keep improve
Based on the PDCA Deming ring, the accumulation of small improvements
Management Responsibilities
85/15 principle
Mutually beneficial relationships with suppliers
Summary: “Setting standards” for planning quality
enter
organizational process assets
Quality policy is promoted by senior management
Tools & Techniques
data collection
Benchmarking
Internal or external, in the same industry or different industries, identify the best time, formulate improvement opinions
data analysis
Cost-benefit analysis
worthy/not worthy
quality cost
consistency cost
prevention cost
Training, equipment, process documentation, choosing the right time
Evaluation cost
Inspection, testing, destructive testing
non-conformity cost
internal failure costs
Rework, scrap
external failure costs
Debt, warranty, lost business
Data performance
Flow (process) diagram
Displays steps and branches to help improve the process and identify where quality defects may occur or can be incorporated into quality inspections
output
quality management plan
Quality policy, standards, objectives, quality roles and responsibilities, quality management and control activities
quality measurement standards
resource
motivation theory
Maslow's Hierarchy of Needs
Survival, safety, social, esteem, self-actualization needs
Herzberg's two-factor theory
Hygiene factors, motivating factors (leading to satisfaction)
McGregor Theory X and Y
X thinks people are passive and lazy, Y thinks people are positive
marginal welfare
Available to all employees
Five insurances and one fund
perks
Special rewards
Fixed parking space
halo effect
If you are very good in one aspect, you think that other aspects are also good, so you should avoid it.
Technical project manager
2.2.15 Planning resource management
Main points
The process of defining how to estimate, acquire, manage, and utilize team and physical resources
enter
No test points
Tools & Techniques
Data performance
hierarchical
Helps clarify senior-level roles and responsibilities
WBS work breakdown structure, OBS organizational breakdown structure, RBS resource breakdown structure
matrix type
Responsibility Assignment Matrix
High-level RAM defines which parts of the WBS the project team, group, or department is responsible for, while low-level RAM assigns roles, responsibilities, and authorities to specific activities within each group.
WBS and OBS rows and vertical crosses
RACI matrix
There can only be one A
Responsible (execution), Accountable (responsible), Consult (consultation), Inform (informed)
Avoid unclear responsibilities
text type
Recruitment information JD
output
resource management plan
How to identify resources, how to obtain resources, roles and responsibilities, training strategies, team building, recognition programs
Team charter (basic rules)
Create a document for the team to create team values, consensus, and work guidelines
Role: Reduce misunderstandings and improve productivity
Developed by or participated in the formulation by team members, reviewed and updated regularly
Example: Meeting Etiquette
communicate
2.2.16 Planning communication management
Core idea
Communication in PMP simply refers to the exchange of information
Send or receive information in various possible ways, such as through communication events (such as meetings and presentations), or in the form of artifacts (such as email, social media, project reports or project documents)
Main points
Develop an appropriate communication management plan based on the information needs of each stakeholder or stakeholder group: tailor-made, licking the dog
Merabine's Law
7% (language)-38% (auxiliary language)-55% (body language) rule
Dimensioning
Email is informal
5C principles
Correct,Conclse,Clear,Coberent,Controlling
Correct, brief, clear, coherent, controlled
enter
Stakeholder register
Tools and Techniques
Communication needs analysis
Analyze communication needs and determine the information needs of project stakeholders, including the type and format of information required, and the value of the information to stakeholders
Calculation of communication channels
N*(N-1)/2
communication method
push communication
The sender sends information to a specific audience, and just sends it, regardless of whether it is received or understood.
interactive communication
Real-time multi-directional communication has the best effect
pull communication
The receiver actively obtains information. It is used when the amount of information is large and the audience is large.
communication style assessment
Techniques for assessing communication style and identifying good communication methods, form, and content when planning communication activities
Commonly used for stakeholders who do not support the project
communication model
Encoding, conveying information, decoding, acknowledging receipt, feedback/response
output
communication management plan
Stakeholder communication needs
Information to be communicated, including language, format, content, and level of detail
Time limit and frequency
Person authorized to release confidential information
The person or group who will receive the information
General glossary
Problem escalation procedure
Relevant laws and regulations
Stakeholders
2.2.17 Planning stakeholder engagement
Main points
The process of determining the approach to project stakeholder participation in the project based on their needs, expectations, interests, and potential impact on the project
enter
Stakeholder register
Tools and Techniques
Benchmarking
Stakeholder Engagement Assessment Matrix
C: Current level of participation
D: Desired level of participation
output
Stakeholder Engagement Plan
Identify strategies and actions to promote effective stakeholder participation in decision-making and execution
Current level of stakeholder involvement and desired level of involvement
Impact of stakeholder changes
Interrelationships and potential intersections between stakeholders
risk
2.2.18 Planning risk management
Main points
The process of defining how project risk management activities will be implemented
Core idea
- An uncertain event or condition that, if it occurs, will have a positive or negative impact on one or more project objectives
Positive and negative risks are often referred to as opportunities and threats
Three elements of risk: risk events, probability, and impact
Risk exposure = probability * impact
Establish contingency reserves for known-unknown risks
Unknown - Unknown risks use management reserves and need to go through the change process
It should be from a neutral perspective: risk tolerance > risk preference > risk threshold
enter
Project Charter
Stakeholder register
Tools & Techniques
data analysis
Stakeholder analysis
Determine the risk credit of project stakeholders through stakeholder analysis
output
risk management plan
Risk CategoryRBS
Risk credit of related parties is good
Probability and impact definitions
Probability and Impact Matrix
2.2.19 Identify risks
Main points
Aggregate the estimated costs of all individual activities or work packages to establish an approved cost baseline
enter
No test points
Tools & Techniques
data collection
Brainstorming
Interview
Checklist
Compile the checklist from historical information and knowledge accumulated from similar projects and other sources of information
Make sure not to use checklists to replace required risk identification work
Pay attention to items not listed in the checklist
data analysis
Root Cause Analysis
Put the question at the head of the fish and look for threats
Put profits at the head of the fish and look for opportunities
Analysis of construction conditions and constraints
Threats caused by incorrect assumptions
Opportunities from loosening constraints
File analysis
SWOT analysis
Tip list
The bottom layer of RBS as a tip list
output
risk register
List of identified risks
Potentially Responsible Person
potential response
risk report
2.2.20 Implement qualitative risk analysis
Main points
Assess the probability and impact of individual project risks and other characteristics to prioritize risks
Identify the person responsible for each risk, who will be responsible for follow-up work, including developing and implementing response measures
enter
risk register
Tools & Techniques
Risk data quality assessment
Risk probability and impact assessment
Probability and impact assessment for each risk identified
Risks with low probability and impact will be placed on a watch list in the risk register for future monitoring
Probability and Impact Matrix
output
Risk register updates
2.2.21 Implement quantitative risk analysis
Main points
Quantify rest project risk exposure and provide additional quantitative risk information to support risk response planning
Not all risks can be quantified
enter
risk register
Tools & Techniques
Interview
How uncertainty manifests
simulation
sensitivity analysis
tornado diagram
Decision tree analysis
output
Risk register updates
2.2.22 Plan risk responses
Main points
Develop appropriate approaches to overall project risks and individual project risks
Risk response measures must be agreed upon by all relevant parties: a responsible person is responsible (risk response person)
Pay attention to secondary risks and residual risks
enter
risk register
Tools and Techniques
Threat response strategy
Report, avoid, transfer, mitigate, accept
Opportunity coping strategies
Report, develop, share, improve, accept
emergency response plan
If you are confident that there will be sufficient early warning signals for the risk to occur, you should develop an emergency response strategy
emergency plan
Bounce back plan
data analysis
Alternatives Analysis
Cost-benefit analysis
output
Risk register updates
change request
Project Management Plan Update
purchase
2.2.23 Planning and procurement management
emerging practices
Web camera
Trial purchase
Core idea
The project manager does not need to be an expert in procurement management laws and regulations, but should have a sufficient understanding of the procurement process
Any disputes during procurement shall be based on the contract
Main points
The process of recording project procurement decisions, clarifying procurement methods, and identifying potential sellers
enter
organizational process assets
Pre-approved seller list
Can simplify the steps required for tendering and reduce the time of the seller selection process
type of contract
Total price category
Cost compensation category
Work materials
Tools and Techniques
Make-or-Buy Analysis
Which one is cheaper to use?
Supplier selection analysis
output
Procurement Management Plan
How to coordinate procurement work with other work on the project
Risk management matters in procurement
Bidding Documents
Response format requirements
SOW
Terms of the contract to be signed
SOW
The SOW should describe the products, services or results to be purchased in detail so that potential sellers can determine whether they have the ability to provide them.
The statement of work may include specifications, quantities, quality, performance parameters, performance deadlines, work location and other requirements.
During the procurement process, the procurement SOW should be revised and improved as necessary until it becomes part of the signed agreement
Make-Buy Decision
independent cost estimate
You can prepare an independent estimate yourself, or hire an external professional estimator to make a cost estimate and use it as a benchmark for the evaluator's quotation.
If there are detailed differences between the two, it may be that: the procurement SOW is defective or unclear, or the seller in Hong Kong misunderstood or failed to fully respond to the procurement SOW
Supplier selection criteria
Integrate
2.2.24 Develop project management plan
Main points
“Stapling” all components into a comprehensive project management plan
enter
Project Charter
Outputs from other (planning) processes
Tools & Techniques
Checklist
check list to avoid omissions
Meeting
kick-off meeting, the last thing in planning
Communicate goals, gain team commitment, clarify stakeholder roles and responsibilities
Obtain unanimous approval of the project management plan from all relevant parties at the meeting
output
planning management plan
10 sub-management plans
Requirements, scope, schedule, cost, quality, resources, procurement, communication, stakeholders, risk management plan
3 benchmarks
scope, schedule, cost baseline
6 additional components
Change management plan, configuration management plan, performance measurement baseline, project life cycle, development method (predictive, iterative, incremental, agile), management review
2.3 Project execution
resource
2.3.1 Obtain resources
Identify and document relationships between project activities
Main points
The process of obtaining team members, facilities, equipment, materials, supplies, and other resources needed for a project
Project managers should negotiate effectively and influence those who can provide the required resources for the project
Insufficient resources or personnel capabilities will reduce the probability of project success and may even lead to project cancellation
If the required resources are unavailable, the project manager may have to use alternative resources (perhaps less capable and requiring training)
enter
No test points
Tools & Techniques
pre-dispatch
bid commitment
Designated by charter
proprietary skills
Multi-criteria decision analysis
Negotiation (negotiation)
Negotiate with functional managers
Negotiate with other project management teams to obtain special scarce resources
Negotiate with external organizations to obtain special scarce resources
virtual team
Cloud teammates
Project teams can be geographically distributed; people who work from home, have limited mobility or have disabilities can be included in the team
Need to pay special attention to "communication"
output
physical resource allocation sheet
Project team dispatches work orders
Resource Calendar
When will it be available
How long can it be used?
2.3.2 Building the team
Main points
The process of improving work capabilities, promoting interaction among team members, and improving the overall team atmosphere to improve project performance
Quantified and documented needs and expectations
Tuckerman model
Formation stage: mutual understanding, mutual independence, not necessarily open and honest
Shock stage: consolidation, contradictions, different views and opinions
Standardization stage: start to work together and start to trust each other
Mature stage: well-organized, interdependent, stable and efficient
Disbandment stage: releasing personnel and disbanding the team
Input (no test points)
Tools & Techniques
Individual and team assessment
Helps improve understanding, trust, commitment and communication among team members
Centralized office
Improve communication and enhance sense of community
Recognition and Rewards
Bring motivation; pay attention to intangible rewards; provide rewards throughout the life cycle
training
Improve capabilities and reduce differences
output
Team performance evaluation
Improved personal abilities, improved team abilities, strengthened team cohesion, and decreased team turnover rate
2.3.3 Management Team
Main points
The process of tracking team member performance, providing feedback, resolving issues, and managing team changes to optimize project performance. Manage conflicts and resolve problems
enter
Team charter
Provides guidance on how teams should make decisions, conduct meetings, and resolve conflicts
Tools and Techniques
conflict management
Turn high-level product descriptions into tangible deliverables
output
project scope statement
order
Team members solve it themselves
Project manager provides assistance (privately)
Formal procedures, including disciplinary measures
order
Withdraw/Avoid: Withdraw from a conflict, postpone resolution, and push resolution to others
Force/Command: push one point of view and solve urgent problems
Collaboration/Problem Solving: Comprehensively consider different perspectives and opinions, adopt a cooperative attitude and open dialogue, and guide all parties to reach consensus and commitment
Mitigation/accommodation: Easing relationships without resolving issues, considering consistency rather than differences
Compromise/Mediation: A degree of satisfaction, a partial solution to the problem
Emotional intelligence
Use emotional intelligence to identify, evaluate and control the emotions of project team members, predict their actions, understand their anxieties, and help solve their problems, thereby reducing tension and enhancing cooperation.
purchase
2.3.4 Implement procurement
Main points
The process of obtaining seller responses, selecting the seller, and awarding the contract
enter
Procurement documents
Bidding Documents
Purchasing Statement of Work
independent cost estimate
Supplier selection criteria
seller proposal
Tools and Techniques
trick
advertise
cast
bidders meeting
comment
Proposal evaluation
teach
Conduct procurement negotiations before contract award
output
selected seller
protocol
Integrate
2.3.5 Direct and manage project work
Main points
Execute the work identified in the project management plan
Implement approved change requests
enter
project management plan
Approved change request
Tools & Techniques
PMIS system
output
Deliverables
verifiable
Includes components of the project management plan
—Once the first version (drawing) is completed, modifications require a change process
job performance data
Problem log
Three elements: problem, responsible person, solution deadline
The problem log is dynamically updated as new problems arise and old problems are solved.
change request
quality
2.3.6 Management quality
Main points
The process of applying the organization's quality policy to projects and converting the quality management plan into executable quality activities
Summarize
Managing the quality “process” is also called implementing quality assurance (QA)
enter
quality measures
Quality control measurement results
Reflect on the process based on the results
Tools & Techniques
data collection
Checklist
data analysis
quality audit
1 identify 2 share 3 assist 4 accumulate 5 confirm
Internal or external audit
Arrange in advance or randomly
Root Cause Analysis
Identify the root cause of the problem and prevent it from happening again
process analysis
Identify opportunities for process improvement and identify non-value added activities
Fishbone Diagram
Find the root cause or main reason
Trace the source of the problem
Five why, why-why analysis
Histogram
Display frequency and frequency
Pareto chart
Check the main reason
80/20 rule
Take measures with focus
Scatter plot
independent and dependent variables
Is there any relationship?
DFX
X-oriented design, optimizing the characteristics of the design
problem solved
1 Define 2 Identify 3 Scheme 4 Select 5 Execute 6 Verify
quality improvement methods
PDCA
Six Sigma
output
quality report
change request
communicate
2.3.7 Management communication
focus
Facilitate effective information flow between the project team and stakeholders
enter
job performance report
Problem log
Change log
quality report
Tools & Techniques
Project report released
output
Project communication record
Stakeholders
2.3.8 Managing stakeholder engagement
Main points
The process of communicating and collaborating with relevant parties to meet their needs and expectations, handle issues, and promote appropriate participation of relevant parties
Guide participation and gain support
Negotiate, communicate, and manage expectations
Deal with risks, anticipate problems
Clarify and resolve issues
Input (no test points)
Tools and Techniques (no test points)
Output (no test points)
risk
2.3.9 Implement risk response
One word "dry"
A project's overall risk exposure and individual threats and opportunities can be proactively managed only if risk owners exert the necessary effort to implement agreed responses.
Integrate
2.3.10 Managing project knowledge
Main points
Use existing knowledge to generate new knowledge to support future projects
Includes explicit knowledge and tacit knowledge
The most important link: creating an atmosphere of trust and motivating people to share knowledge or pay attention to other people’s knowledge
enter
Lessons Learned Register
Tools and Techniques
knowledge management
Cooperate, integrate, share
information management
output
Lessons Learned Register
Created early, updated throughout the project, and ultimately incorporated into the lessons learned knowledge base
beneficial for future projects
Organizational process asset updates
2.4 Project monitoring
scope
2.4.1 Control scope
focus
Changes in supervision scope and management scope standards
Prevent scope creep and gold plating
If scope creep has occurred, stop bad changes and revamp the change process
enter
Manage project plan
job performance data
Tools & Techniques
Deviation analysis
trend analysis
output
job performance information
change request
schedule
2.4.2 Controlling progress
See Earned Value Management for details
cost
2.4.3 Control costs
Main points
Monitor project status to update project costs and manage cost baseline changes
enter
project management plan
job performance data
Tools and Techniques
Earned value analysis
BAC, PV, EV, AC
Deviation analysis
SV, CV, SPI, CPI
trend analysis
EAC,ETC
Performance index to completion
TCPI
Reserve analysis
Do remaining risks and remaining reserves match?
output
job performance information
change request
resource
2.4.4 Controlling resources
No important test points
communicate
2.4.5 Supervisory communication
No important test points
Stakeholders
2.4.6 Supervise stakeholder participation
No important test points
risk
2.4.7 Supervision risks
focus
The process of overseeing the implementation of the agreed risk response plan, tracking identified risks, identifying and analyzing new risks, and evaluating the effectiveness of risk management throughout the project period
enter
risk register
Tools & Techniques
Reserve analysis
risk audit
Assess the effectiveness of risk management processes
Meeting
Risk review meetings can identify new individual project risks (including secondary risks), reassess current risks, close outdated risks, and summarize experiences and lessons learned.
output
Risk register updates
purchase
2.4.8 Control procurement
Main points
Manage procurement relationships, monitor contract performance, implement necessary changes and corrections, and close the contract process
enter
protocol
Approved change request
Changes to the contract also require a process
Tools & Techniques
Claims management
Negotiation, ADR, Prosecution
Procurement performance review
Process for Vetting Suppliers
examine
Check supplier deliverables
Procurement audit
Structured review of procurement process
Summarize experiences and lessons to benefit future procurement
output
Procurement closed
Integrate
2.4.9 Monitor project work
Main points
Integrate work performance information to form work performance reports
enter
job performance information
progress forecast
cost forecast
Tools and Techniques
Share alternatives
Cost-benefit analysis
Earned value analysis
Root cause analysis RCA
trend analysis
Deviation analysis
output
job performance report
2.4.10 Implement overall change control
Main points
Throughout, the project manager has ultimate responsibility
Only approved changes can be included in the baseline
Any stakeholder can propose changes, even verbally, which must be recorded in writing
You can first understand the content of the change or the reason for the change.
enter
change request
Tools and Techniques
change control tools
1Record 2Evaluate 3Submit 4Update 5Notification
Document change requests in writing
Fully understand changes, evaluate the impact of changes, and communicate with relevant stakeholders
Submit the responsible person for approval: Submit the change request and evaluation results to the Change Control Board (CCB)
Regardless of whether the change is approved or not, the change log must be updated. If it is approved, the project management plan must also be updated.
Notify relevant stakeholders of the results of the change
output
Approved change request
Project file updates
Change log
Project Management Plan Update
Updated project baseline
quality
2.4.11 Control quality
Main points
Verify that project deliverables and work have met the quality requirements of key stakeholders
Summarize
Control quality "check results", QC
enter
quality measures
Deliverable successfully
Approved change request
Tools & Techniques
Checklist
counting table
Checklist
statistical sampling
examine
Control Charts
Two situations of loss of control
Control limits and specification lines
output
Quality control measurement results
Verified deliverables
change request
scope
2.4.12 Confirmation scope
Main points
Validate Scope
Increase the likelihood of closure by accepting each deliverable
enter
Verified deliverables
Tools & Techniques
examine
output
Deliverables for acceptance
Accepted deliverables require formal signature and approval by the customer or sponsor
change request
If a deliverable fails acceptance: 1. Document the reason for failure. 2. Follow the change process to remedy or correct defects.
2.5 Project closing
Integrate
2.5.1 Ending a project or phase
step
Get acceptance
Can conduct stakeholder satisfaction surveys
transfer
Summarize experience and lessons
Update organizational process assets
Archive
Release resources
A celebration party can be held before releasing resources
enter
Project Charter
Success and exit criteria
Project deliverables
organizational process assets
Project or phase closing guidelines or requirements
Tools and Techniques
Meeting
output
handover of final product, service or result
final report
Organizational process asset updates
Project or phase closure documents
Part 3 Agile
agile
Agile Overview
life cycle type
Predictive (waterfall) type
Plan-driven, clear scope, and solid experience base
Hybrid
Enabling the transition from prediction to agile
Can be tried in projects with low risk and low to medium levels of uncertainty
Agile (adaptive) type
Value-driven, respond quickly to changes, small increments, rapid iterations
MVP (minimum viable product)
definition
A minimal set of features that meet product expectations. Continue to iterate quickly based on MVP until the product is stable
effect
Quick trial and error
Get market feedback quickly
Typical scenario
I don’t know if the market will welcome it
I don’t know if this is what customers want.
You need to launch a product when time is tight or budget is limited.
Agile Manifesto and Principles
Agile Manifesto
individual interaction
Individuals and interactions trump processes and tools
Software available
Working software trumps complete documentation
Customer cooperation
Customer collaboration trumps contract negotiation
Respond to changes
Dealing with change is better than following a plan
Twelve principles of agile
value driven
The most important goal is to satisfy customers through early and consistent delivery of valuable software
embrace change
Be prepared to face changes in requirements, even late in development. Agile processes control change for the customer's competitive advantage.
Get timely feedback
Deliver working software frequently, a few weeks or a month or two apart, favoring shorter cycles
individual interaction
Business people and developers must collaborate with each other, every day of the project
Servant/Servant
Stimulate the fighting spirit of individuals and build projects with them as the core. Provide the necessary environment and support, backed by trust, to achieve goals
Centralized office
Whether inside or outside the team, the best and most efficient way to convey information is through face-to-face conversations.
The unfinished progress is 0
Working software is the primary measure of progress
Overtime work is not encouraged
Agile processes promote sustainable development. Owners, developers and users must be able to work together to maintain a stable and continuous pace
Refactor
Agile capabilities are enhanced by a relentless pursuit of technical excellence and good design
Focus on goals
Based on simplicity, it is the art of minimizing unnecessary workload
self-organizing team
The best architecture, requirements, and designs come from self-organizing teams
Review regularly
The team regularly reflects on how to improve performance and adjusts its behavior accordingly
Agile practices
Scrum
three characters
Product Owner PO
Be the sole person responsible for managing the Product Backlog PB
Clearly describe the product backlog
Prioritize list items
Ensure PB is transparent and clear
Ensure the development team has a deep enough understanding of PB
The team can participate in the above work, but the responsible person is the PO
Changing the priority of PB requires PO
Common test points
If the requirements are not clear, you can clarify them with the PO and stakeholders (customers)
PO is a business expert, but it is generally not held concurrently by Scrum Master
The PO decides to accept or reject the Increment completed each Sprint
Scrum Master project manager Agile coach
Servant (Servant) Leadership
Serving PO
Make sure the team understands the goals
Find tips for managing your PB effectively
Make sure the product owner understands how to schedule PB
Help understand and practice agility
Serve the team
Serve as a coach providing guidance in self-organizing and cross-functional areas
Remove barriers to development team work
Serve as a coach to guide development teams in organizational environments where Scrum has not yet been fully adopted and understood.
Serve the organization
Coaching your organization to adopt Scrum
Help stakeholders understand and implement Scrum
Inspire changes that increase team productivity
Enhance the effectiveness of Scrum applications in your organization
Common test points
Servant leaders provide collaboration and support rather than command and control
Not able to assign tasks and issue indicators
When the PO, team or other stakeholders do not understand agile, training needs to be provided to serve all parties
When the team encounters obstacles, help the team clear them
development team
Created and authorized by the organization
Features
self-organizing
Independently estimate tasks, decide independently on the allocation of tasks, and decide on how to execute tasks independently
You decide what to do at the execution level yourself
cross-functional
The team has all the skills to create products, and T-shaped talents have one specialty and many abilities.
Facilitates collaboration, cross-training and pairing
Decentralization
No titles are recognized, no matter what work is undertaken, they are called developers, there are no multiple levels, and no sub-teams (such as testing, architecture, etc.) are recognized.
relatively stable
Generally 3 to 9 people, relatively stable, full-time recommended
Active learning
Willing to accept challenges and proactively ask for growth
Common test points
Make your own decisions about task allocation
Make your own decisions about how tasks are completed
Responsible for all estimating work
Emphasis on teamwork
Generally excludes PO and Scrum Master unless they are also involved in performing work in the Sprint Backlog
three artifacts
Product Backlog PB
Known needs for covered products
Includes all features, functions, requirements, enhancements, fixes
Sort by priority, the higher the priority, the more detailed it is
MoSCoW method, KANO model
Broadband Delphi and Planning Poker
User stories with higher priority that can be handed over to the development team for development should conform to the Definition of Ready (DOR)
Responsible for PO
print to-do list
Selected Product Backlog items for the current Sprint
Include at least one high-priority improvement identified in the previous retrospective meeting
Increment
The sum of all backlog items completed in a Sprint and the sum of the value of the increments generated by all previous Sprints
Must meet the definition standard of "done" DOD (Definition of Done)
Increments must be available regardless of whether the product owner releases them
five events
Sprint
Fixed length (usually 2~4 weeks)
content
Sprint planning meeting, daily Scrum meeting, development work, Sprint review meeting, Sprint retrospective meeting
be careful
Cannot make changes that are detrimental to the Sprint Goal
Theoretically no changes during the Sprint
No loss of quality
What needs to be done can be clarified between the PO and the team
Unfinished to-do items will be put back into PB, re-estimated and sorted
Only the PO has the right to cancel Sprints, but since Sprints are short, cancellation does not make much sense.
Sprint planning meeting
Plan the work to be done in the Sprint, and the entire Scrum team completes it together
Time box limit
A 2-week Sprint, a typical meeting is 4 hours long; a one-month Sprint, a maximum of 8 hours
The meeting answers two questions
What does the increment to be delivered in a Sprint consist of?
How to do the work required to deliver the increment
Determine the Sprint Goal during the planning meeting
What each member is responsible for
PO
Help explain selected product backlog items
Scrum Master
Make sure the meeting takes place and everyone involved understands the purpose of the meeting and adheres to the timebox rules
development team
Choose the number of product backlog items you decide
Decide how to complete selected product backlog items
You can invite other people to the meeting to gain relevant knowledge or construction
Daily Scrum meeting (stand-up meeting)
Use the stand-up meeting to review the progress of completing the Sprint goal and review the progress of the Sprint backlog
Time box limit
15mins
held every day
effect
Improve communication and synchronize information
Reduce other meetings
Discover obstacles that need to be removed
Improve development team awareness
Conference content
What did I do yesterday to help the development team reach their Sprint goal?
What am I going to do today to help the Development Team achieve their Sprint Goal?
Are there any obstacles that are preventing me or the Development Team from reaching the Sprint Goal?
be careful
Issues will not be discussed at the meeting and can be discussed in more detail after the meeting
The Scrum Master ensures that the development team's daily stand-up meeting is held as scheduled, but the development team is responsible for holding the meeting themselves
Daily Scrum Scrum is an internal meeting of the development team
If people from outside the development team attend the meeting, the Scrum Master must ensure that they do not disrupt the meeting
If there are multiple agile teams working on a project, an SOS meeting (Scrum of Scrums) needs to be held
Synchronously update the information emission source (update the billboard, burndown chart/burnup chart, cumulative flow chart, obstacle board, etc. in the information emission source)
Sprint review meeting
Held at the end of Sprint to review the delivered product increment and adjust PB as needed
Time box limit
For a 2-week Sprint, the typical meeting is 2 hours; for a one-month Sprint, the maximum meeting is 4 hours
Entire Scrum Team and stakeholders participate
Review content
Team demonstrates work completed
PO explains what has been completed and what has not been completed
All participants discussed the next steps
Review the most valuable changes to make next
Assessment results
Revised PB, clarifying the Product Backlog items that are likely to go into the next Sprint
Sprint retrospective meeting
After the review meeting and before the next Sprint
Time box limit
A two-week Sprint usually lasts 1 to 2 hours; a one-month Sprint lasts up to 3 hours.
review content
An opportunity for the team to review themselves and create an improvement plan for the next Sprint
The Scrum Team should identify improvements that need to be implemented in the following Sprint
grooming meeting
Fixed length (generally no more than 10% of the team’s production capacity)
content
Clarify or refine user stories, review priorities, etc.
Five values
courage
Have the courage to make promises, fulfill them, and accept the respect of others
promise
Intention to make a commitment to a goal
focus
Put your mind and heart into the work you committed to
open
Scrum opens everything in the project to everyone
respect
Everyone has his or her own unique background and experience
Kanban system
Visual control
Pull type
Eliminate bottlenecks
extreme programming
Test Driven Development (TDD)
Similar ones include acceptance test-driven development (ATDD) and behavior-driven development (BDD).
Refactor
Resolve technical debt
pair programming
Code collectively owned
continuous integration
Various knowledge areas in Agile
Integrate
It is up to the team to decide how the plan and its components are integrated
self-organizing team
Support authorization
project manager
Expectations for project managers remain the same, but delegate control of the planning and delivery of specific products to the team
The project manager is responsible for creating a collaborative decision-making atmosphere
servant leadership
If the team is T-shaped, it will help to cooperate and solve the island of knowledge.
T-shaped talents
Project Charter
Why do you want to do this project?
Who benefits and how
What conditions mean the project is completed?
How will we cooperate?
scope
Agile life cycle
Develop deliverables in multiple iterations
Run fast in small steps and deliver incrementally
Define detailed scope at the beginning of each iteration
Sprint planning meeting, Sprint Backlog
Start by defining a high-level vision for the entire project
product vision
Long stories can be broken down into user stories
grooming meeting
Break down the overall scope into a series of requirements to be implemented and work to be performed (sometimes called product backlog)
Product Backlog
Designed to handle a high volume of changes requiring ongoing involvement of stakeholders in the project
Sponsors and client representatives should be continuously involved in the project, providing feedback as the deliverables are created
Frequent stakeholder involvement
Validation scope and control scope are repeated for each iteration
Sprint review meeting
Use unfinished items (product requirements, user stories) to reflect current needs
Focus on the Sprint goal and do not make changes that are harmful to the goal
Build and review prototypes with purpose
Intentionally shorten the time to define and negotiate scope early and create a process for continued exploration and scope clarification
Increment
Scope is defined and redefined throughout the project
The purpose of the Sprint review meeting
schedule
practice
Iterative schedule with unfinished items
Scrum
Document requirements in user estimates
Prioritize and optimize user stories before building
value driven
Develop product features within a defined time box
Fixed time box
Deliver incremental value to customers
Incremental delivery, frequent demos
Multiple teams develop a large number of smaller internally related features in parallel (development, testing, etc. within one Sprint)
Available software
on-demand schedule
Kanban system
Constraint theory (WIP, work in process constraints), pull type
Eliminate bottlenecks
Agile release planning
Product vision, product roadmap (high-level)
Release plan (rough)
How many iterations are required for each product release
Iteration plan (detailed)
Detailed user stories in Sprint
control progress
burn down chart
Ignition chart
cost
Lightweight approach to generating high-level predictions
Detailed estimates are suitable for just-in-time planning
Sprint
quality
Definition of Done DOD
Quality assurance
Test-driven development, behavior-driven development, acceptance test-driven development
continuous integration
Emphasis on small increments, collective code ownership, and full employee responsibility
Control quality
Sprint review meeting
Sprint retrospective meeting
resource
Team structure to maximize focus and collaboration
Centralized office, collaborative team
Having generalists comes from organizing teams
Self-organization, T-shaped talents, cross-training
Team charter
team values
team norms
working agreement
basic rules
DOR
DOD
time box
WIP
communicate
Try to simplify the channels for team members to obtain information and allow team members to work together
Transparent and efficient
Publish project work in a transparent manner
Information Diffusers (Kanban, Burndown Chart, Ignition Chart, Cumulative Flow Chart, Barrier Board)
Status reporting is discouraged
Promote centralized office work
virtual communication
fish tank window
remote pairing
Communicate among multiple agile teams
Scrum of Scrums
Each team selects a representative
chasing the sun
risk
Review increments frequently to speed up knowledge sharing
Consider risks during iteration planning and identify, analyze, and manage risks during iterations
Consider risk throughout the Sprint
Reprioritize based on improved understanding of risk exposures
Risks are also on the to-do list
Leverage quantified exposure prioritization
Probability x impact
purchase
Customer collaboration trumps contract negotiation
Contracts that take into account dynamic characteristics
flexible agreement
multi-layer structure
Main Agreement and Supplementary Documents
Focus on user stories rather than overall project budget
dynamic range scheme
Cancel plan early
Fund the team, not the scope (capitation)
Stakeholders
Participate frequently
Efficient and transparent communication
Common stakeholder management
computer network basics
Computer Network Overview
computer network
definition
A collection of interconnected autonomous computers
Basic functions of computer network
Resource Sharing
Chat, send files, etc.
Comprehensive information services
Takeaway ordering, online shopping, etc.
Distributed processing and load balancing
Cloud computing, Internet of Things, etc.
computer network type
local area network
LAN
An internal network built by users themselves and using private addresses
metropolitan area network
MAN
Built by operators or large-scale enterprises to connect city-wide networks
Wan
WAN
A network built by operators to connect various metropolitan area networks, backbone networks (transmission networks, core networks)
Network topology
definition
How network device connections are arranged
Classification
bus topology
All devices share a common line
Only one device can occupy the bus at the same time, and line interruption will cause communication interruption of all devices.
PS: Only the wireless network is still in use, and the wired network is no longer used.
ring topology
All devices share a ring bus
There is some redundancy
star topology
All other nodes are directly connected to the central node
Advantages: The interruption of a certain line will not affect other nodes
Disadvantages: Failure of the central node will cause the entire network to be interrupted.
tree topology
Further divergence of star topology
Advantages: simple structure, low networking cost, easy maintenance and management
Disadvantages: High pressure on the central node and poor reliability
PS: If there is no need for backup within a family or a small company, network interruption will have little impact.
Network topology
Further divergence of star topology
Advantages: high reliability
Disadvantages: high networking costs and complex maintenance and management
PS: For large companies, the network cannot be interrupted
Tip: The case has been sorted out
organizational system
Organization
Functional
feature
Project manager has little authority; part-time project manager (liaison)
advantage
Clear career path
shortcoming
Weak horizontal links
matrix type
Classification
weak matrix
Small authority, <functional manager; part-time project manager (coordinator)
balanced matrix
Small to medium authority, = functional manager; part-time project manager
strong matrix
Medium to large authority, > functional manager; full-time project manager
advantage
High resource utilization rate and conducive to cross-department coordination
shortcoming
Multiple leaders, difficult management, competition for resources
Project type
feature
Project manager has almost full authority; full-time project manager
advantage
Convenient for command and communication
shortcoming
Duplicate configuration, not conducive to knowledge sharing, homeless
Project Management Office (PMO)
definition
PMO is an organizational department that standardizes project-related governance processes and promotes the sharing of resources, methodologies, tools, and technologies. PMOs can be established at all levels of the organization
type
Supportive
Playing the role of consultant, equivalent to the project's resource library, has a very low degree of control over the project
Controlling
Provides support, requires compliance, and has moderate control over the project
command type
Directly manage and control projects, with a high degree of control over projects
Responsibilities
Manage the shared resources of all projects under the PMO's jurisdiction; identify and formulate project management methods, best practices and standards; guide, coach, train and supervise; supervise the project's implementation of project management standards, policies, procedures and templates through project audits Compliance; develop and manage project policies, procedures, templates, and other shared documents (organizational process assets); coordinate cross-project communications