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Project Management

Fifth Edition

Gregory M. Horine

Project Management Absolute Beginner’s Guide, Fifth Edition

Copyright © 2022 by Pearson Education, Inc.

All rights reserved. This publication is protected by copyright, and permission must be obtained from the publisher prior to any prohibited reproduction, storage in a retrieval system, or transmission in any form or by any means, electronic, mechanical, photocopying, recording, or likewise. For information regarding permissions, request forms, and the appropriate contacts within the Pearson Education Global Rights & Permissions Department, please visit www.pearson.com/permissions/. No patent liability is assumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors or omissions. Nor is any liability assumed for damages resulting from the use of the information contained herein.

ISBN-13: 978-0-13-764695-1

ISBN-10: 0-13-764695-X

Library of Congress Control Number: 2021950930

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Contents at a Glance

Table of Contents Introduction

I Project Management Jumpstart

1 Project Management Overview

What Is Project Management...Exactly?

What Is the Value of Project Management?

Why Are Projects Challenging?

Growing Demand for Effective Project Managers

Trends in Project Management

Additional Resources

2 The Project Manager

One Title, Many Roles

Key Skills of Project Managers

Qualities of Successful Project Managers

15 Common Mistakes of Project Managers

Project Manager Versus Scrum Master Versus Product Owner

3 Essential Elements for Any Successful Project

What Exactly Is a Successful Project?

Learning from Troubled Projects

Learning from Successful Projects

Essential Project Manager Toolkit

II Project Planning

4 Defining a Project Setting the Stage for Success

How Does Defining a Project Relate to Project Planning?

Project Definition Document

Project Definition Checklist

5 Planning a Project

Key Project Planning Principles

Important Questions Project Planning Should Answer

Building a Project Plan

Summary of Supplemental Project Plan Components

Project Plan Checklist

6 Developing the Work Breakdown Structure

What Exactly Is a WBS?

Why Is the WBS Important?

The Process of Building a WBS

7 Estimating the Work

Next Step in the Schedule Development Process

Managing the Risk, Managing the Estimates

Reasons for Estimating Woes

Powerful Estimating Techniques and Methods

Best Practices

8 Developing the Project Schedule

The Impact of the Project Schedule

The Goal of the Schedule Development Process

Key Inputs for Building a Schedule

Creating a Schedule

9 Determining the Project Budget

The Impact of the Project Budget Principles of an Effective Budget

Creating a Project Budget

Common Budget Challenges

III Project Control

10 Controlling a Project

What Is Project Control?

Management Fundamentals for Project Control

Powerful Techniques for Project Control

Performance Reporting

Variance Responses

Leveraging Earned Value Management Concepts

Lessons from Project Recoveries

11 Managing Project Changes

What Exactly Is a Project Change and What’s the Big Deal, Anyway?

Fundamentals for Managing Project Change

What Causes Unplanned Scope Changes?

Essential Elements of a Project Change Control System

Powerful Techniques for Minimizing Project Changes

Common Project Change Control Challenges

“Managing Project Deliverables” Means What, Exactly?

“Why Do This? It’s Too Much Work!”

Identify, Protect, and Track: The Principles of Managing Work Products

Best Practices

Configuration Management Plan

Common Challenges and Pitfalls

13 Managing Project Issues

The Goals, Objectives, and Principles of Project Issue

Management

Key Features of Issue Management Systems

Options for an Issue Log

Best Practices

Some Special Situations

14 Managing Project Risks

Key Risk Management Principles

The Essential Process for Managing Project Risks

The Common Sources of Project Risk

Typical Problems

Powerful Risk Control Strategies

Are You Sure It’s a Risk?

15 Managing Project Quality

What Is “Project Quality”?

Unique Aspects of Managing Project Quality

Principles of Managing Project Quality

Powerful Tools and Techniques for Project Quality

Powerful Quality Strategies

Typical Quality-Related Challenges

IV Project Execution

16 Leading a Project

More Than Managing

Where Is Leadership Needed on a Project?

12 Keys to Better Project Leadership

Power of Servant Leadership Approach

Managing Project Communications

What Are Project Communications?

The Importance of Project Communications

Why Communicating Can Be Tough

Seven Powerful Principles

Best Practices of Effective Project Communicators

Value of Reviewing Stakeholder Expectations Management

Critical Aspects of Expectations

Seven Master Principles of Expectations Management

Essential Elements of Managing Expectations

Ten Key Management Principles

Proven Techniques for Better Team Performance

Special Situations

Five Key Principles

Proven Techniques for Leading Cross-Functional Projects

Proven Techniques for Leading Cross-Cultural Projects

Proven Techniques for Leading Virtual Projects

First, Let’s Clarify a Few Terms

Ten Proven Principles of Vendor Management

12 Tips for Buyers

Seven Tips for Sellers

12 Key Project Management Skills for Better Vendor Management

Stuff You Need to Know About Contracts

22 Ending a Project

Three Key Principles

Project End Checklist: 13 Important Steps

Common Project Closing Challenges

Methods for Ending a Contract or a Project

V Accelerating the Learning Curve…Even More

23 Making Better Use of Microsoft Project

Understand This…and It All Becomes Easier

Need-to-Know Features

Best Practices for Setting Up a New Project

Keys to Making Resource Leveling Work

Powerful Reporting Secrets

More Insights to a Better Project Schedule

Ten Key Helpful Features

What You Need to Know About the Different Versions of Microsoft Project

24 When Reality Happens

What If I’m in a Project Management “Lite” Culture?

What If I Can’t Develop a Detailed Schedule?

What If I Must Manage to a Hard Milestone Date?

What If I Have Difficult Resources?

What Can I Do About Turnover?

Tips for Managing a Selection Process

Tips for Managing a Testing Process

25 The Fun Never Stops

Agile Approaches

DevOps and DevSecOps

HIPAA, Privacy, and Security

Project Management Offices

Portfolio Project Management

Governance Processes

Critical Chain Project Management

Web-Based Project Management and Collaboration Tools

Requirements Management Tools

Mind Mapping Tools

Value of Certifications

Project Management Training

26 Powerful PMP Exam Tips

What Is Different About the 2021 PMP Exam?

What Is the PMP Exam Like?

Common “Context” Differences

Common “Experience” Differences

Common Terminology Differences

What’s Important to PMI?

Key PMI Assumptions and Themes

Exam Topics Not Covered by PMBOK

Exam Preparation Strategies

Exam-Taking Tips

Index

About the Author

Gregory M. Horine is a certified (PMP, Certified Scrum Master, Six Sigma Green Belt) business technology and IT project management professional with a track record of successful results using servant leadership principles and a focused customer orientation. He has been consistently recognized for excellence in people management, leadership maturity, communication skills, problem-solving skills, and establishing long-term client relationships. Primary areas of expertise and strength include the following:

Project management and leadership

Complete project life-cycle experience across multiple industries

Agile, waterfall, and hybrid application development

Package implementation and integration

Enterprise solution development

Application release management

Application development team management

Project and portfolio management tools

Data analysis and transformation

Business process analysis and improvement

Testing, quality, and risk management

In addition, Mr. Horine holds a master’s degree in computer science from Ball State University and a bachelor’s degree in both marketing and computer science from Anderson College (Anderson, Indiana).

Through his servant leadership approach, Mr. Horine has established a track record of empowering his teammates, improving project communications, overcoming technical and political obstacles, and successfully completing projects that meet the targeted objectives.

Mr. Horine is grateful for the guidance and the opportunities that he has received from many mentors throughout his career. Their

patience and influence has helped form a rewarding career marked by continuous learning and improvement.

Dedication

Thisbookisdedicatedtothe“students”thatIconstantlyvisualized inmymindasIdevelopedthisbook—thebrightandcaringfamily thatsurroundsmylife,includingmywife,parents,siblings,in-laws, aunts,uncles,cousins,andgrandparents.

Thisbookisdedicatedtomyfather,Nelson“Bud”Horine,who passedawayin2020.My“bestman”whois,andwillbe,missed.

Thisbookisalsodedicatedtotheparents,families,practitioners, andresearcherswhoarediligentlyfightingtorescuechildrenfrom autismspectrumandbipolardisorders.

Thisbookisdedicatedtothebraveindividualsfightingforfreedom andagainsttheforcesofcensorshipandtyranny.

Thisbookisdedicatedtomykeyinspirationalsources:myincredible wife,Mayme(Istillwakeupeverydaywithasmileinmyheart knowingIammarriedtoher),andmy“fabulousfive”children: Michael,Victoria,Alex,Luke,andElayna(eachoneisaherotome).

Acknowledgments

I am grateful for the patience, support, and teamwork demonstrated by the following individuals: my editor, Laura Norman; the Pearson Publishing team, my family; and my parents, Carla and Bud.

In addition, I want to acknowledge the talents and professionalism of Mr. Craig Thurmond for his graphical design contributions to this book.

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Figure Credits

Figure 8-1 © Microsoft Corporation

Figure 8-2 © Microsoft Corporation

Figure 12-1 © Microsoft Corporation

Figure 12-2 © Microsoft Corporation

Introduction

As organizations continue to move toward “project-based” management to get more done with fewer resources—and as the demand for effective project managers continues to grow—more and more individuals find themselves with the opportunity to manage projects for the first time.

In an ideal world, every new project manager candidate would complete certified project management training programs and serve as an apprentice before starting a first project manager opportunity, but...this is the real world. In many cases, a quicker, more accessible, and more economical alternative is needed to guide these candidates in managing projects successfully the first time.

ProjectManagementAbsoluteBeginner’sGuide, Fifth Edition, is intended to provide this alternative in a helpful, fun, and practical style.

About This Book

The objectives of this book include the following:

To be a pragmatic guide that prepares a new project manager for the “real world.”

To be an easy-to-use tutorial and reference for any person managing a first project.

To teach the key concepts and fundamentals behind project management techniques. When you understand these, you can apply them effectively independent of toolset, environment, or industry.

To reduce the on-the-job learning curve by sharing the traits of successful projects and “lessons learned” from less-thansuccessful projects.

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