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How can you use the Training and Education function model mentioned in Hill in Abercrombie and Fitch 1 Krishna How can you use the Training and Education function model mentioned in Hill 2 Krishna Include all the key aspects of training and education mentioned in Hill including assessing needs, identifying resources, develop training, delivery, and evaluation 3 Krishna Include all the key aspects of training and education mentioned in Hill including assessing needs, identifying resources, develop training, delivery, and evaluation 4 Krishna The CompleTe projeCT managemenT offiCe handbook ESI International Project Management Series Series Editor J. LeRoy Ward, Executive Vice President ESI International Arlington, Virginia Practical Guide to Project Planning Ricardo Viana Vargas 1-4200-4504-0 The Complete Project Management Office Handbook, Second Edition Gerard M. Hill 1-4200-4680-2 Determining Project Requirements Hans Jonasson 1-4200-4502-4 Other ESI International Titles Available from Auerbach Publications, Taylor & Francis Group PMP® Challenge! Fourth Edition J. LeRoy Ward and Ginger Levin ISBN: 1-8903-6740-0 PMP® Exam: Practice Test and Study Guide, Seventh Edition J. LeRoy Ward ISBN: 1-8903-6741-9 The Project Management Drill Book: A Self-Study Guide Carl L. Pritchard ISBN: 1-8903-6734-6 Project Management Terms: A Working Glossary, Second Edition J. LeRoy Ward ISBN: 1-8903-6725-7 Project Management Tools CD, Version 4.3 ESI International ISBN: 1-8903-6736-2 Risk Management: Concepts and Guidance, Third Edition Carl L. Pritchard ISBN: 1-8903-6739-7 Boca Raton New York Auerbach Publications is an imprint of the Taylor & Francis Group, an informa business The CompleTe projeCT managemenT offiCe handbook gerard m. hill Auerbach Publications Taylor & Francis Group 6000 Broken Sound Parkway NW, Suite 300 Boca Raton, FL 33487-2742 © 2008 by Taylor & Francis Group, LLC Auerbach is an imprint of Taylor & Francis Group, an Informa business No claim to original U.S. Government works Printed in the United States of America on acid-free paper 10 9 8 7 6 5 4 3 2 1 International Standard Book Number-10: 1-4200-4680-2 (Hardcover) International Standard Book Number-13: 978-1-4200-4680-9 (Hardcover) This book contains information obtained from authentic and highly regarded sources. Reprinted material is quoted with permission, and sources are indicated. A wide variety of references are listed. Reasonable efforts have been made to publish reliable data and information, but the author and the publisher cannot assume responsibility for the validity of all materials or for the conse- quences of their use. No part of this book may be reprinted, reproduced, transmitted, or utilized in any form by any electronic, mechanical, or other means, now known or hereafter invented, including photocopying, microfilming, and recording, or in any information storage or retrieval system, witho ...

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How can you use the Training and Education function model mentioned in Hill in Abercrombie and Fitch 1 Krishna How can you use the Training and Education function model mentioned in Hill 2 Krishna Include all the key aspects of training and education mentioned in Hill including assessing needs, identifying resources, develop training, delivery, and evaluation 3 Krishna
Include all the key aspects of training and education mentioned in Hill including assessing needs, identifying resources, develop training, delivery, and evaluation 4 Krishna The CompleTe projeCT managemenT offiCe handbook ESI International Project Management Series Series Editor J. LeRoy Ward, Executive Vice President ESI International Arlington, Virginia
Practical Guide to Project Planning Ricardo Viana Vargas 1-4200-4504-0 The Complete Project Management Office Handbook, Second Edition Gerard M. Hill 1-4200-4680-2 Determining Project Requirements Hans Jonasson 1-4200-4502-4 Other ESI International Titles Available from Auerbach Publications, Taylor & Francis Group PMP® Challenge! Fourth Edition J. LeRoy Ward and Ginger Levin ISBN: 1-8903-6740-0 PMP® Exam: Practice Test and Study Guide, Seventh Edition J. LeRoy Ward ISBN: 1-8903-6741-9 The Project Management Drill Book: A Self-Study Guide Carl L. Pritchard ISBN: 1-8903-6734-6 Project Management Terms: A Working Glossary, Second Edition J. LeRoy Ward
ISBN: 1-8903-6725-7 Project Management Tools CD, Version 4.3 ESI International ISBN: 1-8903-6736-2 Risk Management: Concepts and Guidance, Third Edition Carl L. Pritchard ISBN: 1-8903-6739-7 Boca Raton New York Auerbach Publications is an imprint of the Taylor & Francis Group, an informa business The CompleTe projeCT managemenT offiCe handbook gerard m. hill Auerbach Publications Taylor & Francis Group 6000 Broken Sound Parkway NW, Suite 300 Boca Raton, FL 33487-2742
© 2008 by Taylor & Francis Group, LLC Auerbach is an imprint of Taylor & Francis Group, an Informa business No claim to original U.S. Government works Printed in the United States of America on acid-free paper 10 9 8 7 6 5 4 3 2 1 International Standard Book Number-10: 1-4200-4680-2 (Hardcover) International Standard Book Number-13: 978-1-4200-4680-9 (Hardcover) This book contains information obtained from authentic and highly regarded sources. Reprinted material is quoted with permission, and sources are indicated. A wide variety of references are listed. Reasonable efforts have been made to publish reliable data and information, but the author and the publisher cannot assume responsibility for the validity of all materials or for the conse- quences of their use. No part of this book may be reprinted, reproduced, transmitted, or utilized in any form by any electronic, mechanical, or other means, now known or hereafter invented, including photocopying, microfilming, and recording, or in any information storage or retrieval system, without written permission from the publishers. 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400. CCC is a not-for-profit organization that provides licenses and registration for a variety of users. For organizations that have been granted a photocopy license by the CCC, a separate system of payment
has been arranged. Trademark Notice: Product or corporate names may be trademarks or registered trademarks, and are used only for identification and explanation without intent to infringe. Library of Congress Cataloging-in-Publication Data Hill, Gerard M. The complete project management office handbook / Gerard M. Hill. -- 2nd ed. p. cm. -- (ESI international project management series) Includes bibliographical references and index. ISBN-13: 978-1-4200-4680-9 (alk. paper) 1. Project management--Handbooks, manuals, etc. I. Title. HD69.P75H54 2008 658.4’04--dc22 2007011249 Visit the Taylor & Francis Web site at and the Auerbach Web site at AU4680_C000.fm Page iv Monday, July 16, 2007 3:47 PM For permission to photocopy or use material electronically from this work, please access www. copyright.com (http://www.copyright.com/) or contact the Copyright Clearance Center, Inc. (CCC) http://www.taylorandfrancis.com http://www.auerbach-publications.com
http://www.copyright.com http://www.copyright.com http://www.copyright.com http://www.taylorandfrancis.com http://www.auerbach-publications.com v Contents Acknowledgments.................................................................... ................................. xv Introduction............................................................................ ................................. xvii Section I Practice Management 1 Project Management Methodology .............................................3 Project Environment Interface Concepts......................................................... 4 Business Environment Interface Concepts...................................................... 5 Project Management Methodology Activities across the PMO Continuum..............................................................................
......................... 6 Project Management Methodology Function Model ...................................... 8 Establish Basis for Project Management Methodology ............................. 9 Convene Methodology Development Team ......................................... 9 Prepare Methodology Deployment Strategy ....................................... 12 Examine Current Practices.................................................................... 20 Develop Methodology Solution ................................................................ 24 Identify Methodology Components ..................................................... 25 Design Life-Cycle Processes ................................................................. 26 Develop Project Management Practices .............................................. 33 Introduce Methodology Platform ......................................................... 35 Conduct Methodology
Implementation.................................................... 38 Plan Methodology Implementation...................................................... 38 Plan Project Transition .......................................................................... 42 Conduct Methodology Training and Implementation ........................ 45 Manage Methodology Maturity ................................................................. 46 Evaluate Methodology Implementation ............................................... 46 Analyze Methodology Performance..................................................... 47 Manage Methodology Maintenance ..................................................... 49 Postscript for the Smaller PMO ..................................................................... 50 Establish Simple, Critical Processes for Project Management............ 50 Gain Increased Support for Process Expansion ................................. 51 Expand and Incorporate Technical and Business Processes............. 52
AU4680_C000.fm Page v Monday, July 16, 2007 3:47 PM vi � The Complete Project Management Office Handbook 2 Project Management Tools ........................................................55 Project Environment Interface Concepts....................................................... 56
Business Environment Interface Concepts.................................................... 58 Project Management Tools Activities across the PMO Continuum ............. 60 Project Management Tools Function Model ................................................. 61 Select Project Management Tools ............................................................. 63 Identify the Need for Project Management Tools .............................. 63 Examine General Types of Project Management Tools..................... 65 Assess Specific Project Management Tools ......................................... 67 Acquire Project Management Tools ..................................................... 69 Implement Project Management Tools..................................................... 70 Plan Tool Implementation .................................................................... 70 Plan Tool Transition.............................................................................. 71
Conduct Tool User Training................................................................. 72 Conduct Tool Implementation ............................................................. 72 Evaluate Tool Performance ....................................................................... 73 Identify and Resolve Utilization Problems .......................................... 73 Identify and Resolve Functional Problems ......................................... 74 Assess Overall Tool Effectiveness ........................................................ 74 Postscript for the Smaller PMO ..................................................................... 75 3 Standards and Metrics ...............................................................77
Project Environment Interface Concepts....................................................... 78 Business Environment Interface Concepts.................................................... 79 Standards and Metrics Activities across the PMO Continuum .................... 80 Standards and Metrics Function Model......................................................... 82 Implement Project Management Standards.............................................. 83 Examine Standards Sources.................................................................. 83 Identify Applicable Standards .............................................................. 87 Introduce Preferred Standards.............................................................. 89 Conduct Benchmarking ........................................................................ 92 Determine Project Metrics Requirements ................................................. 93 Identify Process Management and Improvement Metrics.................. 94 Identify Project Performance
Metrics................................................... 97 Identify Business Management Metrics ............................................. 101 Introduce and Use Project Metrics ......................................................... 102 Establish Metrics Measurements Plan ................................................ 103 Compare Metrics Performance ........................................................... 104 Establish Corrective Actions ............................................................... 104 Postscript for the Smaller PMO ................................................................... 105 4 Project Knowledge Management ............................................109 Project Environment Interface
Concepts..................................................... 110 Business Environment Interface Concepts.................................................. 111 Project Knowledge Management Activities across the PMO Continuum.............................................................................. ..................... 112 Project Knowledge Management Function Model ..................................... 114 AU4680_C000.fm Page vi Monday, July 16, 2007 3:47 PM Contents � vii
Establish Knowledge Management Framework..................................... 115 Information Management.................................................................... 116 Document Management...................................................................... 119 Process Management........................................................................... 121 Collaboration Management................................................................. 122 Project Archive and Reference Library Management ....................... 125 Introduce Knowledge Management System........................................... 129 Conduct Installation and Establish Connectivity .............................. 129 Perform Function and Feature Customization .................................. 130 Introduce Project Knowledge Management Content ....................... 133 Implement Knowledge Management System......................................... 134
Develop Project Management Information System (PMIS).............. 134 Develop Executive Dashboard........................................................... 144 Construct Project Management Library.............................................. 145 Implement Online Project Collaboration........................................... 146 Implement Other Knowledge Management Tools ........................... 148 Postscript for the Smaller PMO ................................................................... 149 Section II Infrastructure Management 5 Project Governance ..................................................................153 Project Environment Interface
Concepts..................................................... 154 Business Environment Interface Concepts.................................................. 155 Project Governance Activities across the PMO Continuum ...................... 156 Project Governance Function Model........................................................... 158 Prepare and Maintain PMO Charter ....................................................... 158 Define Business Purpose .................................................................... 160 Specify Organizational Alignment...................................................... 162 Highlight Functional Responsibility ................................................... 163 Specify PMO Authority ....................................................................... 164 Identify PMO Funding ........................................................................ 165 Develop Project Management Policies ................................................... 165 Evaluate Policy Needs ........................................................................ 166
Demonstrate Senior Management Support........................................ 167 Prepare Policy Guidance .................................................................... 168 Develop Project Classification Guidance ............................................... 169 Examine Project Classification Purpose............................................. 170 Identify Project Classification Criteria ................................................ 170 Implement Project Classification Guidance....................................... 173 Establish Project Manager Authority....................................................... 173 Establish Executive Control Board ......................................................... 175 Determine Executive Oversight Requirements ................................. 176 Set Control Board Parameters ............................................................ 178 Prepare Control Board Operating Procedures.................................. 178
Align Business and Technical Committees ............................................ 180 Postscript for the Smaller PMO ................................................................... 181 AU4680_C000.fm Page vii Monday, July 16, 2007 3:47 PM viii � The Complete Project Management Office Handbook 6 Assessment
................................................................................183 Project Environment Interface Concepts..................................................... 184 Business Environment Interface Concepts.................................................. 185 Assessment Activities across the PMO Continuum .................................... 185 Assessment Function Model......................................................................... 187 Conduct Competency Assessments......................................................... 187 Identify Competency Assessments ..................................................... 188 Conduct Competency Assessments.................................................... 189 Implement Competency Improvement Plans.................................... 190 Conduct Capability Assessments............................................................. 191 Identify Capability Assessments ......................................................... 192
Conduct Capability Assessments ........................................................ 194 Implement Capability Improvement Plans........................................ 196 Conduct Maturity Assessments................................................................ 198 Identify Maturity Assessments ............................................................ 198 Conduct Maturity Assessments ........................................................... 200 Implement Maturity Advancement Plans........................................... 202 Postscript for the Smaller PMO ................................................................... 203 7 Organization and Structure .....................................................205
Project Environment Interface Concepts..................................................... 206 Business Environment Interface Concepts.................................................. 206 Organization and Structure Activities across the PMO Continuum .......... 207 Organization and Structure Function Model .............................................. 209 Set Up the PMO Structure....................................................................... 209 Identify Staff Needs for PMO Functions ........................................... 210 Introduce PMO Staff ........................................................................... 214 Analyze and Establish PMO Relationships........................................ 215 Establish Project Team Structure............................................................. 216 Specify Project Team and PMO Relationship ................................... 217 Define Standard Project Team Structure ........................................... 221 Define Extended Project Team
Alignment........................................ 225 Develop Stakeholder Participation ......................................................... 228 Manage Internal Project Team Stakeholders..................................... 229 Manage Internal Oversight Stakeholders........................................... 230 Manage Internal-Support Stakeholders.............................................. 231 Manage Customer Stakeholders ......................................................... 233 Manage Vendor and Contractor Stakeholders .................................. 234 Manage Other Project Stakeholders................................................... 235 Postscript for the Smaller PMO ................................................................... 237 8 Facilities and Equipment Support
..........................................239 Project Environment Interface Concepts..................................................... 240 Business Environment Interface Concepts.................................................. 241 Facilities and Equipment Support Activities across the PMO Continuum.............................................................................. ..................... 242 Facilities and Equipment Support Function Model.................................... 242 AU4680_C000.fm Page viii Monday, July 16, 2007 3:47 PM Contents �
ix Establish Project Team Requirements..................................................... 244 Establish Workspace Requirements.................................................... 245 Establish Equipment Requirements.................................................... 246 Manage Project Facilities ......................................................................... 250 Manage Facility Acquisition Options ................................................. 251 Monitor Facility Utilization ................................................................. 253 Ensure Adequacy of Facilities ............................................................ 253 Monitor Facility Disposition ............................................................... 255 Manage Project Equipment ..................................................................... 257 Manage Equipment Acquisition
......................................................... 258 Manage Equipment Assignments ....................................................... 260 Monitor Equipment Assignments ....................................................... 261 Manage Equipment Disposition ......................................................... 262 Postscript for the Smaller PMO ................................................................... 263 Section III Resource Integration 9 Resource Management .............................................................267 Project Environment Interface Concepts..................................................... 268 Business Environment Interface Concepts.................................................. 269
Resource Management Activities across the PMO Continuum.................. 269 Resource Management Function Model ...................................................... 270 Acquire Project Resources ....................................................................... 272 Identify Resource Providers................................................................ 272 Establish Resource Requirements....................................................... 275 Fulfill Resource Requests.................................................................... 277 Assign Project Resources ......................................................................... 278 Prepare Resource Assignment Notifications...................................... 279 Obtain Individual Resource Commitments ....................................... 279 Introduce Resources to the Project Team ......................................... 279 Deploy Project Resources........................................................................ 280
Perform Deployment Administration ................................................. 281 Identify and Arrange Relevant Training ............................................ 282 Monitor Travel Arrangements............................................................. 284 Manage Resource Performance............................................................... 284 Develop Performance Management Guidance ................................. 284 Conduct Project Resource Performance Reviews ............................. 286 Monitor Project Resource Performance ............................................. 288 Close Project Resource Assignments ...................................................... 289 Coordinate Resource Extensions........................................................ 289 Facilitate Resource Transfers and Reassignments ............................. 289 Manage Resource Terminations ......................................................... 290
Postscript for the Smaller PMO ................................................................... 290 10 Training and Education ...........................................................293 Project Environment Interface Concepts..................................................... 294 Business Environment Interface Concepts.................................................. 294 AU4680_C000.fm Page ix Monday, July 16, 2007 3:47 PM x
� The Complete Project Management Office Handbook Training and Education Activities across the PMO Continuum ................ 295 Training and Education Function Model .................................................... 297 Establish Training Program...................................................................... 298 Assess Training Needs ........................................................................ 298 Determine Training Requirements ..................................................... 300 Identify Training Resources ................................................................ 302 Prepare Training Plan ......................................................................... 305 Select and Develop Training Courses ............................................... 306 Manage Training Program
....................................................................... 308 Establish Training Registration Capability ......................................... 308 Publicize and Promote Training Program ......................................... 310 Conduct Project Management Training ............................................. 311 Evaluate Training Program ...................................................................... 313 Evaluate Training Plan Implementation ............................................ 313 Evaluate Training Resources............................................................... 314 Update Training Program ................................................................... 315 Postscript for the Smaller PMO ................................................................... 315 11 Career Development
................................................................317 Project Environment Interface Concepts..................................................... 318 Business Environment Interface Concepts.................................................. 319 Career Development Activities across the PMO Continuum..................... 320 Career Development Function Model ......................................................... 320 Develop Project Management Career Path ............................................ 322 Establish Project Management as a Professional Discipline ............ 323 Define Career Advancement Model................................................... 327 Construct Position Descriptions and Qualifications ......................... 334 Integrate New Career Path into the Organization............................ 336 Support Project Management Career Planning...................................... 338
Provide General Career Guidance ..................................................... 338 Promote Business Skill Development................................................ 339 Implement Career Planning Support ................................................. 341 Establish Professional Certification ......................................................... 341 Develop Project Management Certification Program ....................... 342 Facilitate Technical and Professional Certification ........................... 345 Postscript for the Smaller PMO ................................................................... 346 12 Team Development ..................................................................347
Project Environment Interface Concepts..................................................... 348 Business Environment Interface Concepts.................................................. 348 Team Development Activities across the PMO Continuum ...................... 349 Team Development Function Model........................................................... 351 Facilitate Cohesive Team Formation ...................................................... 351 Examine Project Team Composition.................................................. 353 Develop Project Team Orientation Program..................................... 355 Integrate Vendors and Contractors .................................................... 356 Facilitate Virtual Team Management ...................................................... 358 Establish Virtual Team Alignment ...................................................... 359 AU4680_C000.fm Page x Monday, July 16, 2007 3:47 PM
Contents � xi Facilitate Virtual Team Interactions.................................................... 360 Introduce Virtual Team Technology .................................................. 364 Enable Project Team Development ........................................................ 365 Promote Team Skill Learning ............................................................. 365 Develop Project Manager Tools and Techniques............................. 366 Facilitate Leadership Development
.................................................... 367 Monitor Project Team Performance........................................................ 369 Assess Team Dynamics....................................................................... 369 Examine Team Effectiveness .............................................................. 370 Conduct Team Improvement Activities ............................................. 371 Postscript for the Smaller PMO ................................................................... 373 Section IV Technical Support 13 Mentoring............................................................................... ...377 Project Environment Interface
Concepts..................................................... 378 Business Environment Interface Concepts.................................................. 380 Mentoring Activities across the PMO Continuum ...................................... 381 Mentoring Function Model........................................................................... 383 Establish Project Management Mentoring Program............................... 383 Develop the Mentoring Approach ..................................................... 383 Identify Mentor–Protégé Roles and Responsibilities ........................ 390 Determine Mentor Sourcing Process ................................................. 396 Engage Project Management Mentors .................................................... 400 Identify Mentor Candidates ................................................................ 400 Conduct Mentor Candidate Qualification.......................................... 402 Prepare Project Management Mentors............................................... 403
Conduct Project Management Mentoring ............................................... 404 Identify Engagement ........................................................................... 405 Assign Mentor (or Mentors) ............................................................... 405 Prepare for Mentoring Engagement................................................... 406 Perform Mentoring Engagement Activities ........................................ 407 Closeout Mentor–Protégé Relationship.............................................. 408 Evaluate Mentoring Program................................................................... 408 Evaluate Mentor Performance ............................................................ 408 Monitor Mentoring Program Results .................................................. 409 Postscript for the Smaller PMO ................................................................... 410
14 Project Planning .......................................................................413 Project Environment Interface Concepts..................................................... 414 Business Environment Interface Concepts.................................................. 415 Project Planning Activities across the PMO Continuum............................ 416 Project Planning Function Model ................................................................ 418 Establish Project Planning Capability ..................................................... 419 Define Project Plan Components....................................................... 419 Implement Project Planning Processes and Tools............................ 421 Establish Planning Facilitation and Support Capability.................... 426
AU4680_C000.fm Page xi Monday, July 16, 2007 3:47 PM xii � The Complete Project Management Office Handbook Facilitate Project Planning Workshop ..................................................... 431 Manage Planning Workshop Arrangements ...................................... 431 Facilitate Project Workplan Development ......................................... 434 Perform Follow-Up Planning Support ............................................... 436 Administer Project Planning
.................................................................... 438 Specify Primary Project Management Plans ...................................... 439 Recommend Essential Project Support Plans.................................... 453 Prepare Project Plan Content Guidance............................................ 457 Evaluate Project Planning ................................................................... 458 Postscript for the Smaller PMO ................................................................... 462 15 Project Auditing ........................................................................465 Project Environment Interface Concepts..................................................... 466 Business Environment Interface Concepts.................................................. 467
Project Auditing Activities across the PMO Continuum ............................ 467 Project Auditing Function Model ................................................................. 470 Set Up Project Auditing Capability ......................................................... 470 Determine Project Auditing Needs .................................................... 471 Identify Project Auditing Resources................................................... 481 Establish Project Audit Performance Points ...................................... 485 Conduct Project Auditing ........................................................................ 487 Prepare for Project Audits and Reviews ........................................... 487 Conduct Project Audit......................................................................... 489 Prepare Project Audit Report ............................................................. 491 Manage Project Auditing Results ............................................................ 492
Review Project Audit Results.............................................................. 492 Analyze Aggregate Program Results .................................................. 494 Monitor Project Audit Follow-Up Actions ......................................... 495 Postscript for the Smaller PMO ................................................................... 496 16 Project Recovery.......................................................................499 Project Environment Interface Concepts..................................................... 500 Business Environment Interface Concepts.................................................. 501 Project Recovery Activities across the PMO Continuum ........................... 501 Project Recovery Function
Model................................................................ 503 Develop Recovery Assessment Process.................................................. 505 Identify Recovery Indicators............................................................... 505 Assess Project and Identify Problem Areas....................................... 506 Prepare Project Recovery Decision Package .................................... 514 Coordinate Project Recovery Decision .............................................. 515 Plan and Conduct Project Recovery ....................................................... 516 Establish Project Recovery Team ....................................................... 516 Develop Project Recovery Plan.......................................................... 522 Stabilize Project Using Recovery

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How can you use the Training and Education function model mentio.docx

  • 1. How can you use the Training and Education function model mentioned in Hill in Abercrombie and Fitch 1 Krishna How can you use the Training and Education function model mentioned in Hill 2 Krishna Include all the key aspects of training and education mentioned in Hill including assessing needs, identifying resources, develop training, delivery, and evaluation 3 Krishna
  • 2. Include all the key aspects of training and education mentioned in Hill including assessing needs, identifying resources, develop training, delivery, and evaluation 4 Krishna The CompleTe projeCT managemenT offiCe handbook ESI International Project Management Series Series Editor J. LeRoy Ward, Executive Vice President ESI International Arlington, Virginia
  • 3. Practical Guide to Project Planning Ricardo Viana Vargas 1-4200-4504-0 The Complete Project Management Office Handbook, Second Edition Gerard M. Hill 1-4200-4680-2 Determining Project Requirements Hans Jonasson 1-4200-4502-4 Other ESI International Titles Available from Auerbach Publications, Taylor & Francis Group PMP® Challenge! Fourth Edition J. LeRoy Ward and Ginger Levin ISBN: 1-8903-6740-0 PMP® Exam: Practice Test and Study Guide, Seventh Edition J. LeRoy Ward ISBN: 1-8903-6741-9 The Project Management Drill Book: A Self-Study Guide Carl L. Pritchard ISBN: 1-8903-6734-6 Project Management Terms: A Working Glossary, Second Edition J. LeRoy Ward
  • 4. ISBN: 1-8903-6725-7 Project Management Tools CD, Version 4.3 ESI International ISBN: 1-8903-6736-2 Risk Management: Concepts and Guidance, Third Edition Carl L. Pritchard ISBN: 1-8903-6739-7 Boca Raton New York Auerbach Publications is an imprint of the Taylor & Francis Group, an informa business The CompleTe projeCT managemenT offiCe handbook gerard m. hill Auerbach Publications Taylor & Francis Group 6000 Broken Sound Parkway NW, Suite 300 Boca Raton, FL 33487-2742
  • 5. © 2008 by Taylor & Francis Group, LLC Auerbach is an imprint of Taylor & Francis Group, an Informa business No claim to original U.S. Government works Printed in the United States of America on acid-free paper 10 9 8 7 6 5 4 3 2 1 International Standard Book Number-10: 1-4200-4680-2 (Hardcover) International Standard Book Number-13: 978-1-4200-4680-9 (Hardcover) This book contains information obtained from authentic and highly regarded sources. Reprinted material is quoted with permission, and sources are indicated. A wide variety of references are listed. Reasonable efforts have been made to publish reliable data and information, but the author and the publisher cannot assume responsibility for the validity of all materials or for the conse- quences of their use. No part of this book may be reprinted, reproduced, transmitted, or utilized in any form by any electronic, mechanical, or other means, now known or hereafter invented, including photocopying, microfilming, and recording, or in any information storage or retrieval system, without written permission from the publishers. 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400. CCC is a not-for-profit organization that provides licenses and registration for a variety of users. For organizations that have been granted a photocopy license by the CCC, a separate system of payment
  • 6. has been arranged. Trademark Notice: Product or corporate names may be trademarks or registered trademarks, and are used only for identification and explanation without intent to infringe. Library of Congress Cataloging-in-Publication Data Hill, Gerard M. The complete project management office handbook / Gerard M. Hill. -- 2nd ed. p. cm. -- (ESI international project management series) Includes bibliographical references and index. ISBN-13: 978-1-4200-4680-9 (alk. paper) 1. Project management--Handbooks, manuals, etc. I. Title. HD69.P75H54 2008 658.4’04--dc22 2007011249 Visit the Taylor & Francis Web site at and the Auerbach Web site at AU4680_C000.fm Page iv Monday, July 16, 2007 3:47 PM For permission to photocopy or use material electronically from this work, please access www. copyright.com (http://www.copyright.com/) or contact the Copyright Clearance Center, Inc. (CCC) http://www.taylorandfrancis.com http://www.auerbach-publications.com
  • 7. http://www.copyright.com http://www.copyright.com http://www.copyright.com http://www.taylorandfrancis.com http://www.auerbach-publications.com v Contents Acknowledgments.................................................................... ................................. xv Introduction............................................................................ ................................. xvii Section I Practice Management 1 Project Management Methodology .............................................3 Project Environment Interface Concepts......................................................... 4 Business Environment Interface Concepts...................................................... 5 Project Management Methodology Activities across the PMO Continuum..............................................................................
  • 8. ......................... 6 Project Management Methodology Function Model ...................................... 8 Establish Basis for Project Management Methodology ............................. 9 Convene Methodology Development Team ......................................... 9 Prepare Methodology Deployment Strategy ....................................... 12 Examine Current Practices.................................................................... 20 Develop Methodology Solution ................................................................ 24 Identify Methodology Components ..................................................... 25 Design Life-Cycle Processes ................................................................. 26 Develop Project Management Practices .............................................. 33 Introduce Methodology Platform ......................................................... 35 Conduct Methodology
  • 9. Implementation.................................................... 38 Plan Methodology Implementation...................................................... 38 Plan Project Transition .......................................................................... 42 Conduct Methodology Training and Implementation ........................ 45 Manage Methodology Maturity ................................................................. 46 Evaluate Methodology Implementation ............................................... 46 Analyze Methodology Performance..................................................... 47 Manage Methodology Maintenance ..................................................... 49 Postscript for the Smaller PMO ..................................................................... 50 Establish Simple, Critical Processes for Project Management............ 50 Gain Increased Support for Process Expansion ................................. 51 Expand and Incorporate Technical and Business Processes............. 52
  • 10. AU4680_C000.fm Page v Monday, July 16, 2007 3:47 PM vi � The Complete Project Management Office Handbook 2 Project Management Tools ........................................................55 Project Environment Interface Concepts....................................................... 56
  • 11. Business Environment Interface Concepts.................................................... 58 Project Management Tools Activities across the PMO Continuum ............. 60 Project Management Tools Function Model ................................................. 61 Select Project Management Tools ............................................................. 63 Identify the Need for Project Management Tools .............................. 63 Examine General Types of Project Management Tools..................... 65 Assess Specific Project Management Tools ......................................... 67 Acquire Project Management Tools ..................................................... 69 Implement Project Management Tools..................................................... 70 Plan Tool Implementation .................................................................... 70 Plan Tool Transition.............................................................................. 71
  • 12. Conduct Tool User Training................................................................. 72 Conduct Tool Implementation ............................................................. 72 Evaluate Tool Performance ....................................................................... 73 Identify and Resolve Utilization Problems .......................................... 73 Identify and Resolve Functional Problems ......................................... 74 Assess Overall Tool Effectiveness ........................................................ 74 Postscript for the Smaller PMO ..................................................................... 75 3 Standards and Metrics ...............................................................77
  • 13. Project Environment Interface Concepts....................................................... 78 Business Environment Interface Concepts.................................................... 79 Standards and Metrics Activities across the PMO Continuum .................... 80 Standards and Metrics Function Model......................................................... 82 Implement Project Management Standards.............................................. 83 Examine Standards Sources.................................................................. 83 Identify Applicable Standards .............................................................. 87 Introduce Preferred Standards.............................................................. 89 Conduct Benchmarking ........................................................................ 92 Determine Project Metrics Requirements ................................................. 93 Identify Process Management and Improvement Metrics.................. 94 Identify Project Performance
  • 14. Metrics................................................... 97 Identify Business Management Metrics ............................................. 101 Introduce and Use Project Metrics ......................................................... 102 Establish Metrics Measurements Plan ................................................ 103 Compare Metrics Performance ........................................................... 104 Establish Corrective Actions ............................................................... 104 Postscript for the Smaller PMO ................................................................... 105 4 Project Knowledge Management ............................................109 Project Environment Interface
  • 15. Concepts..................................................... 110 Business Environment Interface Concepts.................................................. 111 Project Knowledge Management Activities across the PMO Continuum.............................................................................. ..................... 112 Project Knowledge Management Function Model ..................................... 114 AU4680_C000.fm Page vi Monday, July 16, 2007 3:47 PM Contents � vii
  • 16. Establish Knowledge Management Framework..................................... 115 Information Management.................................................................... 116 Document Management...................................................................... 119 Process Management........................................................................... 121 Collaboration Management................................................................. 122 Project Archive and Reference Library Management ....................... 125 Introduce Knowledge Management System........................................... 129 Conduct Installation and Establish Connectivity .............................. 129 Perform Function and Feature Customization .................................. 130 Introduce Project Knowledge Management Content ....................... 133 Implement Knowledge Management System......................................... 134
  • 17. Develop Project Management Information System (PMIS).............. 134 Develop Executive Dashboard........................................................... 144 Construct Project Management Library.............................................. 145 Implement Online Project Collaboration........................................... 146 Implement Other Knowledge Management Tools ........................... 148 Postscript for the Smaller PMO ................................................................... 149 Section II Infrastructure Management 5 Project Governance ..................................................................153 Project Environment Interface
  • 18. Concepts..................................................... 154 Business Environment Interface Concepts.................................................. 155 Project Governance Activities across the PMO Continuum ...................... 156 Project Governance Function Model........................................................... 158 Prepare and Maintain PMO Charter ....................................................... 158 Define Business Purpose .................................................................... 160 Specify Organizational Alignment...................................................... 162 Highlight Functional Responsibility ................................................... 163 Specify PMO Authority ....................................................................... 164 Identify PMO Funding ........................................................................ 165 Develop Project Management Policies ................................................... 165 Evaluate Policy Needs ........................................................................ 166
  • 19. Demonstrate Senior Management Support........................................ 167 Prepare Policy Guidance .................................................................... 168 Develop Project Classification Guidance ............................................... 169 Examine Project Classification Purpose............................................. 170 Identify Project Classification Criteria ................................................ 170 Implement Project Classification Guidance....................................... 173 Establish Project Manager Authority....................................................... 173 Establish Executive Control Board ......................................................... 175 Determine Executive Oversight Requirements ................................. 176 Set Control Board Parameters ............................................................ 178 Prepare Control Board Operating Procedures.................................. 178
  • 20. Align Business and Technical Committees ............................................ 180 Postscript for the Smaller PMO ................................................................... 181 AU4680_C000.fm Page vii Monday, July 16, 2007 3:47 PM viii � The Complete Project Management Office Handbook 6 Assessment
  • 21. ................................................................................183 Project Environment Interface Concepts..................................................... 184 Business Environment Interface Concepts.................................................. 185 Assessment Activities across the PMO Continuum .................................... 185 Assessment Function Model......................................................................... 187 Conduct Competency Assessments......................................................... 187 Identify Competency Assessments ..................................................... 188 Conduct Competency Assessments.................................................... 189 Implement Competency Improvement Plans.................................... 190 Conduct Capability Assessments............................................................. 191 Identify Capability Assessments ......................................................... 192
  • 22. Conduct Capability Assessments ........................................................ 194 Implement Capability Improvement Plans........................................ 196 Conduct Maturity Assessments................................................................ 198 Identify Maturity Assessments ............................................................ 198 Conduct Maturity Assessments ........................................................... 200 Implement Maturity Advancement Plans........................................... 202 Postscript for the Smaller PMO ................................................................... 203 7 Organization and Structure .....................................................205
  • 23. Project Environment Interface Concepts..................................................... 206 Business Environment Interface Concepts.................................................. 206 Organization and Structure Activities across the PMO Continuum .......... 207 Organization and Structure Function Model .............................................. 209 Set Up the PMO Structure....................................................................... 209 Identify Staff Needs for PMO Functions ........................................... 210 Introduce PMO Staff ........................................................................... 214 Analyze and Establish PMO Relationships........................................ 215 Establish Project Team Structure............................................................. 216 Specify Project Team and PMO Relationship ................................... 217 Define Standard Project Team Structure ........................................... 221 Define Extended Project Team
  • 24. Alignment........................................ 225 Develop Stakeholder Participation ......................................................... 228 Manage Internal Project Team Stakeholders..................................... 229 Manage Internal Oversight Stakeholders........................................... 230 Manage Internal-Support Stakeholders.............................................. 231 Manage Customer Stakeholders ......................................................... 233 Manage Vendor and Contractor Stakeholders .................................. 234 Manage Other Project Stakeholders................................................... 235 Postscript for the Smaller PMO ................................................................... 237 8 Facilities and Equipment Support
  • 25. ..........................................239 Project Environment Interface Concepts..................................................... 240 Business Environment Interface Concepts.................................................. 241 Facilities and Equipment Support Activities across the PMO Continuum.............................................................................. ..................... 242 Facilities and Equipment Support Function Model.................................... 242 AU4680_C000.fm Page viii Monday, July 16, 2007 3:47 PM Contents �
  • 26. ix Establish Project Team Requirements..................................................... 244 Establish Workspace Requirements.................................................... 245 Establish Equipment Requirements.................................................... 246 Manage Project Facilities ......................................................................... 250 Manage Facility Acquisition Options ................................................. 251 Monitor Facility Utilization ................................................................. 253 Ensure Adequacy of Facilities ............................................................ 253 Monitor Facility Disposition ............................................................... 255 Manage Project Equipment ..................................................................... 257 Manage Equipment Acquisition
  • 27. ......................................................... 258 Manage Equipment Assignments ....................................................... 260 Monitor Equipment Assignments ....................................................... 261 Manage Equipment Disposition ......................................................... 262 Postscript for the Smaller PMO ................................................................... 263 Section III Resource Integration 9 Resource Management .............................................................267 Project Environment Interface Concepts..................................................... 268 Business Environment Interface Concepts.................................................. 269
  • 28. Resource Management Activities across the PMO Continuum.................. 269 Resource Management Function Model ...................................................... 270 Acquire Project Resources ....................................................................... 272 Identify Resource Providers................................................................ 272 Establish Resource Requirements....................................................... 275 Fulfill Resource Requests.................................................................... 277 Assign Project Resources ......................................................................... 278 Prepare Resource Assignment Notifications...................................... 279 Obtain Individual Resource Commitments ....................................... 279 Introduce Resources to the Project Team ......................................... 279 Deploy Project Resources........................................................................ 280
  • 29. Perform Deployment Administration ................................................. 281 Identify and Arrange Relevant Training ............................................ 282 Monitor Travel Arrangements............................................................. 284 Manage Resource Performance............................................................... 284 Develop Performance Management Guidance ................................. 284 Conduct Project Resource Performance Reviews ............................. 286 Monitor Project Resource Performance ............................................. 288 Close Project Resource Assignments ...................................................... 289 Coordinate Resource Extensions........................................................ 289 Facilitate Resource Transfers and Reassignments ............................. 289 Manage Resource Terminations ......................................................... 290
  • 30. Postscript for the Smaller PMO ................................................................... 290 10 Training and Education ...........................................................293 Project Environment Interface Concepts..................................................... 294 Business Environment Interface Concepts.................................................. 294 AU4680_C000.fm Page ix Monday, July 16, 2007 3:47 PM x
  • 31. � The Complete Project Management Office Handbook Training and Education Activities across the PMO Continuum ................ 295 Training and Education Function Model .................................................... 297 Establish Training Program...................................................................... 298 Assess Training Needs ........................................................................ 298 Determine Training Requirements ..................................................... 300 Identify Training Resources ................................................................ 302 Prepare Training Plan ......................................................................... 305 Select and Develop Training Courses ............................................... 306 Manage Training Program
  • 32. ....................................................................... 308 Establish Training Registration Capability ......................................... 308 Publicize and Promote Training Program ......................................... 310 Conduct Project Management Training ............................................. 311 Evaluate Training Program ...................................................................... 313 Evaluate Training Plan Implementation ............................................ 313 Evaluate Training Resources............................................................... 314 Update Training Program ................................................................... 315 Postscript for the Smaller PMO ................................................................... 315 11 Career Development
  • 33. ................................................................317 Project Environment Interface Concepts..................................................... 318 Business Environment Interface Concepts.................................................. 319 Career Development Activities across the PMO Continuum..................... 320 Career Development Function Model ......................................................... 320 Develop Project Management Career Path ............................................ 322 Establish Project Management as a Professional Discipline ............ 323 Define Career Advancement Model................................................... 327 Construct Position Descriptions and Qualifications ......................... 334 Integrate New Career Path into the Organization............................ 336 Support Project Management Career Planning...................................... 338
  • 34. Provide General Career Guidance ..................................................... 338 Promote Business Skill Development................................................ 339 Implement Career Planning Support ................................................. 341 Establish Professional Certification ......................................................... 341 Develop Project Management Certification Program ....................... 342 Facilitate Technical and Professional Certification ........................... 345 Postscript for the Smaller PMO ................................................................... 346 12 Team Development ..................................................................347
  • 35. Project Environment Interface Concepts..................................................... 348 Business Environment Interface Concepts.................................................. 348 Team Development Activities across the PMO Continuum ...................... 349 Team Development Function Model........................................................... 351 Facilitate Cohesive Team Formation ...................................................... 351 Examine Project Team Composition.................................................. 353 Develop Project Team Orientation Program..................................... 355 Integrate Vendors and Contractors .................................................... 356 Facilitate Virtual Team Management ...................................................... 358 Establish Virtual Team Alignment ...................................................... 359 AU4680_C000.fm Page x Monday, July 16, 2007 3:47 PM
  • 36. Contents � xi Facilitate Virtual Team Interactions.................................................... 360 Introduce Virtual Team Technology .................................................. 364 Enable Project Team Development ........................................................ 365 Promote Team Skill Learning ............................................................. 365 Develop Project Manager Tools and Techniques............................. 366 Facilitate Leadership Development
  • 37. .................................................... 367 Monitor Project Team Performance........................................................ 369 Assess Team Dynamics....................................................................... 369 Examine Team Effectiveness .............................................................. 370 Conduct Team Improvement Activities ............................................. 371 Postscript for the Smaller PMO ................................................................... 373 Section IV Technical Support 13 Mentoring............................................................................... ...377 Project Environment Interface
  • 38. Concepts..................................................... 378 Business Environment Interface Concepts.................................................. 380 Mentoring Activities across the PMO Continuum ...................................... 381 Mentoring Function Model........................................................................... 383 Establish Project Management Mentoring Program............................... 383 Develop the Mentoring Approach ..................................................... 383 Identify Mentor–Protégé Roles and Responsibilities ........................ 390 Determine Mentor Sourcing Process ................................................. 396 Engage Project Management Mentors .................................................... 400 Identify Mentor Candidates ................................................................ 400 Conduct Mentor Candidate Qualification.......................................... 402 Prepare Project Management Mentors............................................... 403
  • 39. Conduct Project Management Mentoring ............................................... 404 Identify Engagement ........................................................................... 405 Assign Mentor (or Mentors) ............................................................... 405 Prepare for Mentoring Engagement................................................... 406 Perform Mentoring Engagement Activities ........................................ 407 Closeout Mentor–Protégé Relationship.............................................. 408 Evaluate Mentoring Program................................................................... 408 Evaluate Mentor Performance ............................................................ 408 Monitor Mentoring Program Results .................................................. 409 Postscript for the Smaller PMO ................................................................... 410
  • 40. 14 Project Planning .......................................................................413 Project Environment Interface Concepts..................................................... 414 Business Environment Interface Concepts.................................................. 415 Project Planning Activities across the PMO Continuum............................ 416 Project Planning Function Model ................................................................ 418 Establish Project Planning Capability ..................................................... 419 Define Project Plan Components....................................................... 419 Implement Project Planning Processes and Tools............................ 421 Establish Planning Facilitation and Support Capability.................... 426
  • 41. AU4680_C000.fm Page xi Monday, July 16, 2007 3:47 PM xii � The Complete Project Management Office Handbook Facilitate Project Planning Workshop ..................................................... 431 Manage Planning Workshop Arrangements ...................................... 431 Facilitate Project Workplan Development ......................................... 434 Perform Follow-Up Planning Support ............................................... 436 Administer Project Planning
  • 42. .................................................................... 438 Specify Primary Project Management Plans ...................................... 439 Recommend Essential Project Support Plans.................................... 453 Prepare Project Plan Content Guidance............................................ 457 Evaluate Project Planning ................................................................... 458 Postscript for the Smaller PMO ................................................................... 462 15 Project Auditing ........................................................................465 Project Environment Interface Concepts..................................................... 466 Business Environment Interface Concepts.................................................. 467
  • 43. Project Auditing Activities across the PMO Continuum ............................ 467 Project Auditing Function Model ................................................................. 470 Set Up Project Auditing Capability ......................................................... 470 Determine Project Auditing Needs .................................................... 471 Identify Project Auditing Resources................................................... 481 Establish Project Audit Performance Points ...................................... 485 Conduct Project Auditing ........................................................................ 487 Prepare for Project Audits and Reviews ........................................... 487 Conduct Project Audit......................................................................... 489 Prepare Project Audit Report ............................................................. 491 Manage Project Auditing Results ............................................................ 492
  • 44. Review Project Audit Results.............................................................. 492 Analyze Aggregate Program Results .................................................. 494 Monitor Project Audit Follow-Up Actions ......................................... 495 Postscript for the Smaller PMO ................................................................... 496 16 Project Recovery.......................................................................499 Project Environment Interface Concepts..................................................... 500 Business Environment Interface Concepts.................................................. 501 Project Recovery Activities across the PMO Continuum ........................... 501 Project Recovery Function
  • 45. Model................................................................ 503 Develop Recovery Assessment Process.................................................. 505 Identify Recovery Indicators............................................................... 505 Assess Project and Identify Problem Areas....................................... 506 Prepare Project Recovery Decision Package .................................... 514 Coordinate Project Recovery Decision .............................................. 515 Plan and Conduct Project Recovery ....................................................... 516 Establish Project Recovery Team ....................................................... 516 Develop Project Recovery Plan.......................................................... 522 Stabilize Project Using Recovery