1顶益集团项目管理实务研修课程-讲义-part1-講師版本

1. (I) PMI

2. Steve, PMP/MBA : (PMP) 3.

Open mind & Have fun

No 3S 3

70-75 10

10 10 10 10 17:30 - 16:20 16:10 - 14:55 14:45 - 13:30 12:30 - 11:20 11:10 - 09:55 09:45 - 08:30 4.

A project is a temporary endeavor undertaking to create a unique product service or result.

(Works)

1. (Operations)

2. (Projects)

( ) ( )

Fast MovingConsumer Goods Structure IT Network Finance Automobile Enterprises 10.

(Project Management is the application of knowledge skills tools and techniques to project activities to meet project requirements.)

party 12. 42 Page 26 . . . . . . . . . WBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. Rory Burke,Project ManagementPlanning and Control Techniques (3 rd ) John Wiley & Sons ,Ltd,1999

(Organization) (Cost) (Time) (Quality) (Scope) Organizational structure Responsibility charts

Work breakdown structure

Integrative

Strategic

Detail

Quality assurance Quality control Attitudes Networks Bar-charts Cost breakdown structure Cost control 14.

15. 1. Project Management Body of Knowledge PMBOK 3. Understand the Project Management Environment 4. General Management Knowledge & Skills 5.( ) Soft Skills 2. Application Areas Knowledge, Standard & Regulation Competency = Knowledge + Experience + Personality + Leadership 16. (Regulation) (Standard ) ( ) ( ) ( ) ( ) ( ) 17.

18. 19. Leading Communication Negotiating & Conflict Management Influencing The Organization Problem Solving Motivation Soft Skills 20. / Program / Project

Program

Program Project (1) Project (2) Project (3) Subproject (1) Subproject (2) Task (1) Task (2) 21. Portfolios Management

A collection of projects or programs and other works that are grouped together to facilitate effective management of that work to meet strategic business objectives.

The projects or programs in the portfolio maynot necessarily be interdependent or directly related.

(Project Phase)

(Project Life Cycle)

(phase exits /stage gates /or kill points )

(Needs Assessment) /

27. 28. 29. 1. Stakeholder 2. Organizational Influences / 30. Project Stakeholders

(sponsor)

/ 31. - WIIFM: whats it in for me? ? ( ) 32. 33. A B 34. PMBOK Guide Edition / (Matrix) / / / / 35.

38. / ( ) 39.

40. (II) PMI 41.

43. Initiating Monitoring & Controlling Executing Closing Planning 44. 45. 46.

p31 (p37) (p80) 47. 48. 49. 50. 51.

2 53. (p37) (p57) (p66) 54.

55. PMI 1. 2. 3. 4. 8.61% Professional responsibility 1. 2. 3. 4. 5.6. 7. 8.57% Closing 1. 2. 3. 4. 21.03% Monitoring & Controlling 1. 2. 3.4. 5. 6. 7. 27.5% Executing 1. 2. 3.4. 5. 6. 7. 22.7% Planning 1. 2. 3. 4. 5. 6. 11.59% Initiating 56.

57. 42 . . . . . . . . . WBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58. Integration Management

( Develop Project Charter )

( Develop Project Management Plan )

( Direct and Manage Project Execution )

( Monitor and Control Project Work )

( Perform Integrated Change Control )

( Close Project or Phase )

I ntegration Management 59. Scope Management

( Collect Requirements )

( Define Scope )

( Create WBS )

( Verify Scope )

( Control Scope )

S cope Management 60. Time Management

( Define Activity )

( Sequence Activity )

( Estimate Activity Resource )

( Estimate Activity Duration )

( Develop Schedule )

( Control Schedule )

T ime Management 61. Cost Management

( Estimate Cost )

( Determine Budgeting )

( Control Cost )

C ost Management 62. Quality Management

( Plan Quality )

( Perform Quality Assurance )

( Perform Quality Control )

Q uality Management 63. Human Resource Management

( Develop Human Resource Plan )

( Acquire Project Team )

( Develop Project Team )

( Manage Project Team )

H uman resource Management 64. Communication Management

( Identify Stakeholders )

( Plan Communication )

( Distribution Information )

( Manage Stakeholder Expectations )

( Report Performance )

C ommunication Management 65. Risk Management

( Plan Risk Management )

( Identify Risk)

( Perform Qualitative Risk Analysis )

( Perform Quantitative Risk Analysis )

( Plan Risk Response )

( Monitor and Control Risks )

R isk Management 66. Procurement Management

( Plan Procurements )

( Conduct Procurements )

( Administer Procurements )

( Close Procurements )

P rocurement Management 67.

69. Project Integration Management PMI 70.

72. Project Integration Management

(identify) (define) (combine) (unify) (coordinate)

(integration)

( Trade-Off )

( Primarily Integrative )

74. 4.6 4.1 4.2 4.3 4.4 4.5 75.

77. 1 2 3 4 5 6 7 8 26 78.

79. p185 p86 80. 1. Develop Project Charter (Output) .1 .2 .3 .4 .5 (Input) .1 .1 (T&T) 81.

( ) ( )

83. - 3. 2. 1. 84. - (1 /4 ) POS Point of sale 2010 5 3 POS 85. - ( 2 / 4 ) P124-127 P59-61 POS POS

86. - ( 3 / 4 )

87. - ( 4 / 4 )

2010 5 15 2011 3 15

1. 2010/8/15 30%

2. 2010/11/15 80%

3. 2010/2/15 1000%

4. 2010/4/15

5. 2010/5/15

1. POS 6 4 2. 450 310 140 88. 2. Develop Project Management Plan (Output) .1 .2 .3 .4 (Input) .1 .1 (T&T) 89. 1. 3. ( ) 2. 6. 8. ( ) 7. (WBS) ( ) 10. 11. 9. OBS( )

12. 13. 4. ( / / ) 5. ( / / / ) 90. (1/2)

(Executive Summary)

Project Charter

91. (2/2)

(Performance Measurement Baseline)

(Project Control Audit and Review)

92. - 93. 3. Direct and Manage Project Execution (Output) .1 .2 .3 .4 (Input) .1 .2 .3 .4 .5 .1 .2 (T&T) 94.

95. 4. Monitor and Control Project Work (Output) .1 .2 .3 .4 (Input) .1 .2 .3 .1 (T&T) 96.

97. 5. Perform Integrated Change Control (Output) .1 .2 .3 .4 .5 (Input) .1 .2 .3 .1 .2 (T&T) 98.

( ISO9001 ISO10006)

99. - ( )

100. 6. Close Project or Phase (Output) .1 .2 .3 (Input) .1 .2 .1 (T&T) 101. ! 102.

Product verification / Formal acceptance

Verify to follow the contract terms and conditions

Contract file

Lessons learned

104. 1. 3. 2. 4. 5. 6. 7. 8. 105.

106. Project Scope Management PMI 107.

109. WBS 110. 111.

112. (product requirement) (Product Scope) (Project Scope) 113.

(scope baseline) (project scope statement (work breakdown structure, WBS) WBS dictionary

114. 115. 1. Collect Requirements (Output) .1 .2 (Input) .1 .2 .3 .1 .2 .3 .4 .5 .6 .7 .8 (T&T) 116. -Input

(Project Charter)

( ) ( )

(Stakeholder Register)

117. -T&T

(Interview)

(Focus Groups)

(Facilitated Workshops)

(Group Creativity Techniques)

(Group Decision Making Techniques)

(Questionnaires and surveys)

(Observations)

(Prototypes)

118. 119. -Output

(Requirements Documentation)

(Requirements management plan)

(Requirements Traceability Matrix )

120. 2. Define Scope (Output) .1 .2 .3 (Input) .1 .2 .1 .2 .3 .4 (T&T) 121. -T&T

(Expert Judgment)

(Product Analysis)

(Alternatives Identification)

(Brainstorming) (Lateral Thinking)

(Facilitated Workshops)

122. Value Analysis / Value Engineering VE VA VA/VE GE Lawrence D. Miles (Need) (Want) 123. - - - (Eliminate) (Combine) (Rearrange) (Simplify) / : / / / Larry page Serge Berlin = C ost F unction V alue 124. 125. ( )

:(Edward de Bono)

127. 5. 6. 2

1. 2. 3. 4.

1. 2. ? ? 3. ? 4. ?

: . 1.5. 2.6. 3.7. 4.

128. 100 129.

(Needs Vs Requirements )

Needs emerge from somewhere

Needs are recognized by somebody

Needs are articulated in some general form by somebody

Functional requirements are identified based on the needs

articulation

Technical requirements are established --often in the form

of preliminary specifications

Source: Davidson Frame, Managing Projects in Organizations 130.

(Project Requirements)

Conditions or capabilities must be met or possessed by the

deliverables.

To satisfy a contract, standard, specification, or other

formal imposed document.

Prioritized requirements based on stakeholder analysis.

131. , Free of design decisions unless they are mandated constraints. Implementation Free It is technically possible to prove the requirements have been satisfied. Verifiable There is a trail to the driving requirements need. Traceable There is only one semantic interpretation. Clear All requirements are known to be achievable. Correct Requirements do not conflict with each other. Consistent Completely defines the customer needs to be satisfied. Complete 132.

(Project Objectives)

Measurable Success Criteria

Objectives of business, cost, schedule, technical and quality.

Include: cost, schedule and deliverable with

level (scope + quality)

133. (measureable)

134. (measureable)

& World Wide 50%

135. 25% 30% 85% 40% 50% 70% 15% 20% 15% 136.

(project scope)

(product scope)

(Project Scope Statement)

138. - (Project Name)

(Project Justification)

(Projects Product)

(Project Deliverables)

(Exclusions)

(Project Manager) (Project ID) (Issued Date ) (Project Sponsor)

(Resources)

(Constrains)

(Assumptions)

(Risk)

(Scope Statement) 139. - 6. 5. 4. 3. 2. 2010.01.23 1 1. 140. - (1/5) POS Point of sale 2010 5 15 20 11 5 31 450 POS POS POS 141. - (2/5) 1. POS 2. POS 64 3. 4. 5. 6. 7. 142. - (3/5) 1. POS 2.POS 3. 4. 5. 143. - (4/5) WBS 450 310 140 144. - (5/5) 1. 2010/8/15 30% 2. 2010/11/15 80% 3. 2010/2/15 1000% 4. 2010/4/15 5. 2010/5/15 TL-SOP-101 145. - (Project Name)

(Project Justification)

(Projects Product)

(Project Deliverables)

(Exclusions)

(Project Manager) (Project ID) (Issued Date ) (Project Sponsor)

(Resources)

(Constrains)

(Assumptions)

(Risk)

(Scope Statement) 146. 3. Create WBS (Output) .1 .2 .3 (Input) .1 .2 .3 .4 .1 (T&T) 147. -T&T

(Decomposition)

(Work Breakdown Structure Templates)

148. Work Breakdown StructurePhase 1 100 Hours Activity 1 Work Pkg 1 80 Hours Work Pkg 2 70 Hours Task A 150 Hours Work Pkg 50 Hours Phase 2 200 Hours Phase 3 300 Hours Work Pkg 1 90 Hours Work Pkg 2 50 Hours Work Pkg 3 60 Hours Task A 200 Hours Work Pkg 50 Hours Phase 4 250 Hours Project A 850 Hours Work Activity 1 Activity 1 Activity 2 149. WBS (1/2)

(deliverable-oriented family tree)

(task) (subtasks) (work packages) (activity list)

150. WBS (2/2)

- Resource/ Staffing

-Cost estimating

-Network diagramming

-Risk management planning

151. WBS

(deliverable)

152. (FBS) (PBS) WBS 153. 1 N 1.M 1.1 N.1 N.L 1.1.1 1.1.2 N.1.1 N.1.2 N.1.3 154. 155. 156. N N+1 N+1 157. (OBS) 158. CA CA CA WBS OBS CA CA 159. WBS in Hierarchy Form- 160. WBS in Hierarchy Form- 161. WBS in Tabular Form-

1.1 Evaluate current systems

1.2 Define Requirements

1.2.1Define user requirements

1.2.2Define content requirements

1.2.3Define system requirements

1.2.4 Define server owner requirements

1.3 Define specific functionality

1.4 Define risks and risk management

approach

1.5 Develop project plan

1.6 Brief web development team

2.0Web Site Design

3.0Web Site Development

4.0Roll Out

5.0Support

162. WBS Dictionary

163. WBS Dictionary- : : 1. / 2. 2 3. 50 & 50 1. 10 /15 /20 2. ( 10 1K Tone ..) 3. BETACAM 4. CF 4.2.1 WBS 164. 4. Verify Scope (Output) .1 .2 .3 .4 (Input) .1 .2 .3 .1 (T&T) 165. Verify Scope

166. T&T

(Inspection)

, , ? , , 167. 5. Control Scope (Output) .1 .2 .3 .4 .5 (Input) .1 .2 .3 .4 .5 .1 (T&T) 168. -T&T

(Variance Analysis)

Planned Value : Actual Work

Identify variance,

Analysis root cause,

Plan and implement corrective actions or re-planning.

169. -Output

(Change Control System)

Configuration Control Board

Engineering Review Board

Technical Review Board

Technical Assessment Board

automatic approval

172. ? ? ? ( ) ok CCB CM 173. (1)

(Configuration Management System)

Identify and document the functional and physicalcharacteristic of an item or a system.

Control any changes to such characteristics.

Record and report the change and its implementation status.

Audit the items or system to verify conformance torequirements.

174. (2)

Establish product baseline and manage the changes to the baseline.

Baseline 1 Baseline 2 Baseline 3 Change1.1 Change1.2 Change1.n Change2.1 Change2.2 Change2.n 175.

(Project Scope)

(Product Scope)

(Scope Management Plan)

(Product Description)

(Scope Statement)

(Work Breakdown Structure)

(Verifying Project Deliverables)

(Scope Change Request)

(Scope Control)

2. WBS

179. PMI 180.

183. (1/2)

(Executive Summary)

(Project Charter )

( SOW)

184. (2/2)

(Performance Measurement Baseline)

(Project Control, Audit and Review)

186. (Example)

188. (1/2)

Morton, Anderson

Grace, James

Athena, Michelle

189. (2/2)

RMB1,492,500

RMB70,000

(DM ) RMB259,000

(TVCF ) RMB26,200,000

RMB400,000

RMB270,000,000

(50%) RMB130,500,000

10 ( )

TVCF 80% 85% 60%

RMB28,421,500

60,000 3 5%

190. (iCall Pro) / ( ) WBS Dictionary (Refer to Appendix 1) WBS ( ) / eDM DM DM DM eDM e-invitation ( ) DM eDM CF TVCF 191. 192. 6/13 6/14 5/1 6/15 10/1 / 6/15 TVCF 6/15 eDM 6/17 / 9/1 9/30 9/15 TVCF 5/8-6/16 / 5/9-6/15 / 5/12-9/22 CF / / 9/1-9/30 9/22 TVCF 7/16 7/21 6/16 W2 W4 OCT W1 W3 W2 W4 W3 W4 W2 W3 W4 W3 W2 W4 W3 W2 W1 SEP W1 AUG W1 JUL W1 JUN W1 MAY 2010 Milestone Duration 193. (Name of Resource) (Number Needed) (Unit) / (Internal/External) / / (Comments/Options/Alternatives) 1 Internal 1 Internal 3 Internal 204 External 5 Internal 500 External 500 Internal 20 Internal 10000 External 2 Internal 250 External 1 Internal 1 External 194. - Internal 6/19 / 0.5 2 - Internal 6/19 / 0.5 1 Internal 6/9, 6/14, 6/19, 6/26 / 1.5 - Internal 6/26 / 1 - External 6/19, 6/20 / 1 - External 6/19 / 1 Internal 6/1, 6/5, 6/6, 6/19, 6/20, 6/23 / 4.6 - Internal 6/2~6, 6/12, 6/19, 6/21, 6/22, 6/23 / 6.8 - 1 Internal 6/13, 6/15, 6/19 / 2.8 RD Internal 6/13, 6/14, 6/15, 6/19, 6/20 / 4.4 Product Manager OK Internal 6/15, 6/19, 6/20, 6/23 / 2.6 Marketing- Internal 612, 6/15, 6/19, 6/20, 6/22, 6/23 / 6.7 Marketing- Alternatives Comment/Option Internal/ External Date Needed Unit QPA Name of Resource - Resource Requirement List- Human 195. (RAM) 196. 9,911,370 0 275,310 3% 458,860 5% 9,177,200 15,000 50000 250,000 1,500,000 - - - 380,000 950,000 1,361,700 - - - ( ) 2,000,000 - 2,670,500 - / (Category) 197. 198. S - Curve 199. -

(A) (B) (C) (D) (F)

DCC (Document Control Center)

V0.1 19 f 200. Email Michelle ~ Email PM Athena James E-mail Grace E-mail Anderson ~ Email Morton Email Kelly Email 201. 202. Michelle 500 ( ) Michelle 10 / Michelle 440x120 px Icon Athena ( ) Athena 1000GRP 80% 3+Reach Athena 1920x1080 Hi Fi Athena 30 / James 10,000 eDM James 120P A4(3 ) DM Grace (86*58cm) 180P ( ) Grace 31.5cm 1 2 Grace 60*150cm Anderson 40 Anderson 3 e-invitation Morton 40 ( , ) ? No 203. Michelle 9 5 ? 20 Michelle 5 17 ? 19 Athena 5 20 ? 18 Athena 5 10 ? 17 James 5 9 ? 16 Grace 5 6 ? 15 Grace 5 6 ? 14 Grace 5 5 ? 13 Morton 6 16 ? 12 Morton 6 13 ? 11 Morton 6 8 ? 10 Kelly 5 1 KPI ? 9 Kelly 5 1 ? 8 Kelly 5 1 ? 7 Kelly 5 1 ? 6 Kelly 5 1 ? 5 Kelly 4 26 ? 4 Kelly 4 26 ? 3 Kelly 4 20 kick-off Meeting ? 2 Kelly 4 20 ? 1 N Y 204.

205. 26,929,000 400,000 9/13-9/22 9/23 9/24-9/30 A4 xls,.ppt 1 500 11 300,000 6/17 440x120 px GIF 1 icon 30 10 1,600,000 6/13 3 9 24,300,000 6/6-6/12 6/13 Digital Batacam - A Copy & B Copy 8 88,000 5/22 6/2 - 3,000 7 78,000 A4(3 ) 120P 130,000 DM 6 53,000 (86cm*58cm) 180P 2,500 ( ) 5 42,000 6/9 6/13 ( ) 60*150cm 31.5cm 250 ( ) 4 4,000 6/13 - 40 3 52,000 5/31 60 1 2 12,000 6/13 - 40 1 (RMB) / / 206. 100 10 CCB (Refer to Appendix 6) N N N N Y Y Y Y PM Consultant CCB 207. Waiting Appr., InProg., Closed. Waiting Appr. 6/15 Michelle 6/13 Michelle M 4 Waiting Appr. 6/12 Athena 6/10 Athena H TV CF 3 Waiting Appr. 6/14 Michelle 6/10 Michelle M 2 Waiting Appr. 5/19 5/18 Grace L 1 (H/M/L) 208. - Appendix

Clip C Art Design A 8/28 6/13 6/17 5/18 6/10 / Michelle v0.1 VAP-MP95-R0001 Athena v0.1 VAP-MP95-F0001 Athena v0.1 VAP-MP95-C0001 v0.1 VAP-MP95-A0002 v0.1 VAP-MP95-A0001 Commercial Film F Questionnaire R 209.

210. PMI 211.

( PMBOK Guide )

213. 1. 2. 3. 4. 5. 6. 7. 8. 1. 2. 3. 4. 5. 6. 7. 1. 2. 3. 4. 5. 6. 1. 2. 3. 4. 5. 6. Design/Development Research/System Marketing/Promotion Product/ service 214. ( ) Know How 215.

(Logical Structure & descriptions)

(Story about needs)

(Statement & Presentation Skills )

(Analysis)

(Concept)

(Proven)

(Standards or criteria)

(Risks)

(Assessments)

(Benefits)

( / / / )

( / / / / )

(Soft Tools) (Hard tools) 217. ( ) 4. ( ) / / / 3. / / ( ) 2. ( ) 1. 218. 5.3 5.2 5.1 5 4.3 4.2 4.1 4 3.4 3.3 3.2 3.1 3 2.3 2.2 2.1 2 1-3. 1-2. 1-1. 1 219. (Time) 3 (Cost) 4 / / (Quality) 5 ( ) 7 (HR) 6 (Scope) 2 (Strategy) 1 220. ( ) 221. ( ) 1. 2. 3. 4. ( ) 5. / 6. ( / ) 7.WBS 8. ( ) 9. ( ) (1) ( / ) 10. ( ) 11. ( ) 12. 13. ( ) 14. 15. (2) (1)CPM 222. ( ) XX xx xx xx XXXXXXXX ( ) XXX XXX/XXX XXXX ( ) XXXX 223. ( ) ( ) ( Project Charter) 6-2. 6-1. 6. 5-2. 5-1. 5. 4. 3. 2. 1. 10. 11. 12. 11-5 11-4 11-3. 11-2. 11-1. 9. 8. 7-4. 7-3. 7-2. 7-1. 7. 224. ( ) 7 8 / (HR) 6 (Quality) 5 (Cost) 4 / / (Time) 3 / / / / (Scope) 2 / / (Strategy) 1 225.

Next Step

Action Items

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1顶益集团项目管理实务研修课程-讲义-part1-講師版本