Project Management - Guideline for the management of projects, project portfolios, programs and project-oriented companies

Project Management - Guideline for the management of projects, project portfolios, programs and project-oriented companies

von: Gerold Patzak, Günter Rattay

Linde Verlag Wien Gesellschaft m.b.H., 2012

Format: PDF, OL

Kopierschutz: DRM

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Project Management - Guideline for the management of projects, project portfolios, programs and project-oriented companies


 

Titelei

4

Introduction

6

Content

10

Part I: Basics

14

1 Basics

16

1.1 Project and Project Management Basics

16

1.1.1 Perception of Projects

16

1.1.2 Types of Projects

17

1.1.3 Project Management Tasks

20

1.1.4 Systems Approach to Project Management - The Big Picture

22

1.1.5 Benefits of Project Management

27

1.1.6 Project Management Success

28

Part II: Project

30

2 Project Management in the Project Start-Up Phase

32

2.1 Project Initiation and Project Environment (Project Preparation)

32

2.1.1 Initial Project Scenarios

32

2.1.2 Project Development Process

36

2.1.3 Project Worthiness

38

2.1.4 Project Preparation

39

2.1.5 Project Environment and Stakeholder Analysis

40

2.1.6 Strategic Preparation of Change and Claim Management

51

2.2 Project Assignment and Project Start-Up Process

60

2.2.1 Project Definition (Project Charter, Project Description, Project Statement)

60

2.2.2 Opportunity and Risk Management at Project Start-Up

74

2.2.3 The Project Start-Up Process

76

2.2.4 Typical Forms of Communication in the Start-Up Process

80

2.3 Establishing Project Organization

83

2.3.1 Role Concept

84

2.3.2 Role Conflicts

85

2.3.3 Project-Related Roles

86

2.4 Forming of Project Teams

111

2.4.1 Selection of the Project Manager

111

2.4.2 Selecting Project Team Members

114

2.4.3 Forms of Project Team Organization

116

2.4.4 Phases of Team Development

119

2.4.5 Formation of (Virtual) Distributed Teams

122

3 Project Planning and Execution Phase

134

3.1 Managing the Project Environment

134

3.1.1 Project Marketing

134

3.1.2 Procurement and Contracts with Suppliers

137

3.2 Project Planning

144

3.2.1 General Thoughts on Planning

144

3.2.2 Task Planning (Work Planning)

148

3.2.3 Quality Planning

162

3.2.4 Process Logic and Time Scheduling

172

3.2.5 Resource Planning

198

3.2.6 Cost Planning and Financial Planning

210

3.2.7 Integrated Optimization in Project Planning

226

3.2.8 Risk Planning

227

3.3 Managing Project Organization

243

3.3.1 Interface Planning

243

3.3.2 Task Allocation within the Project Team

245

3.3.3 Managing the Project Information System

250

3.4 Managing Project Teamwork

279

3.4.1 Project Team Culture

279

3.4.2 Leadership of Project Teams

280

3.4.3 Problem Solving and Evaluation Methods in Teams

289

3.4.4 Team Decision Processes

293

3.4.5 Virtual Team Work in the Planning and Execution Phase

296

4 Coordination and Change Phases in Projects

298

4.1 Environmental Changes around Projects

298

4.1.1 Change Management

298

4.1.2 Claim Identification and Claim Assertion

301

4.2 Project Control

306

4.2.1 Overview of Controlling Tasks

306

4.2.2 Project Controlling Procedure and Instruments

309

4.2.4 Crisis Management

334

4.3 Project Organization

339

4.3.1 Organizational Integration of Project Controlling

339

4.3.2 Changes in Project Organization (Project Team)

342

4.3.3 Meetings in Coordination Phases

343

4.4 Project Teamwork

344

4.4.1 Meeting Management

344

4.4.2 Teamworking Methods and Tools

355

4.4.3 Conflict Management

357

4.4.4 Virtual Teamwork in the Project Coordination Phases

370

5 Project Close-Down Phase

372

5.1 Closing Relations with Stakeholders

372

5.1.1 Characteristics of the Project Close-Down Phase

372

5.1.2 Defining an Appropriate End to the Project

372

5.1.3 Project Delivery Process

374

5.1.4 Dissolving Relevant Stakeholder Relations

375

5.1.5 Claim Management in the Project Close-Down Phase

379

5.2 Project Evaluation

379

5.2.1 Final Project Calculation

379

5.2.2 Project Close-Down Report

380

5.2.3 Open Issues

382

5.3 Dissolving the Project Organization

383

5.3.1 Project Close-Down Meeting

383

5.4 Dissolving the Project Team

385

5.4.1 Opportunities and Problems when Dissolving the Project Team

385

5.4.2 Utilizing Learning Opportunities

386

Part III: Project Portfolio / Project Program

388

6 Strategic Conception of Project Portfolios and Programs

390

6.1 Project Portfolio Definition

390

6.2 Program Definition

391

6.3 The Importance of Project Portfolios in Modern Organizations

392

6.4 Goals and Benefits of Project Portfolio Management

392

6.5 Goals and Benefits of Program Management

393

7 Organizational Structures of Project Portfolios and Programs

396

7.1 Roles in Project Portfolios and Programs

396

7.1.1 Project Portfolio Steering Committee, Project Portfolio Coordinator

397

7.1.2 Project Portfolio Controller

400

7.1.3 Program Manager

400

7.1.4 Program Steering Committee

402

7.1.5 The Role of the Project Management Office (PMO) in Project Portfolio andProgram Management

403

7.2 Main Processes in Project Portfolios and Programs

404

7.2.1 Forming and Budgeting of Project Portfolios

404

7.2.2 Project Portfolio and Program Controlling

406

7.2.3 Changes in the Project Portfolio due to Closing of Projects

408

7.3 Resource Allocation in Project Portfolios

409

7.3.1 Resource Planning in the Budgeting Phase

410

7.4 Organizational Learning from Projekt Experiences

418

7.5 Developing a Projekt Portfolio/Program Thinking

419

8 Integrated Planning and Controlling of Project Portfolios and Programs

424

8.1 Establishing Project Portfolios

424

8.1.1 Methods for the Selection of Projects for Portfolios

424

8.1.2 Project Overview for Representing Project Portfolios

437

8.1.3 Analysis of Dependencies between Projects

439

8.1.4 Schedule overview

440

8.1.5 Overview of Efforts and Costs

441

8.2 Project Portfolio Controlling

442

8.2.1 Quality Controlling in Project Portfolios

443

8.2.2 Time Controlling in Project Portfolios

444

8.2.3 Resource and Cost Controlling in Project Portfolios

445

8.2.4 Project Portfolio Documentation

446

8.3 Closing Down or Interrupting Projects in Portfolios

448

Part IV: Project-Oriented Company

450

9 The Project-Oriented Company

452

9.1 Present Situation – The Trend towards Increased Project-Orientation

452

9.2 Characteristics of Project-Oriented Companies

454

9.2.1 Strategies of the Project-Oriented Company

454

9.2.2 Structures in Project-Oriented Companies

455

9.2.3 Specific Cultural Elements in Project-Oriented Companies

456

9.3 Strategy and Projects

460

9.3.1 Strategic Projects/Programs

460

9.3.2 Project Strategy / Program Strategy

466

9.3.3 Project Management Strategy

467

9.4 Project Management Maturity

470

9.5 Project Management Standards (Project Management Guideline)

475

9.6 The Project Management Office as an Internal Service Provider

480

10 Table of figures

490

11 Bibliography

498

12 Keywords

504

13 The Authors

508