ePUB is an open, industry-standard format for eBooks. However, support of ePUB and its many features varies across reading devices and applications. Use your device or app settings to customize the presentation to your liking. Settings that you can customize often include font, font size, single or double column, landscape or portrait mode, and figures that you can click or tap to enlarge. For additional information about the settings and features on your reading device or app, visit the device manufacturer’s Web site.
Many titles include programming code or configuration examples. To optimize the presentation of these elements, view the eBook in single-column, landscape mode and adjust the font size to the smallest setting. In addition to presenting code and configurations in the reflowable text format, we have included images of the code that mimic the presentation found in the print book; therefore, where the reflowable format may compromise the presentation of the code listing, you will see a “Click here to view code image” link. Click the link to view the print-fidelity code image. To return to the previous page viewed, click the Back button on your device or app.
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
Trademarks
All terms mentioned in this book that are known to be trademarks or service marks have been appropriately capitalized. Pearson Education, Inc. cannot attest to the accuracy of this information. Use of a term in this book should not be regarded as affecting the validity of any trademark or service mark.
Microsoft and/or its respective suppliers make no representations about the suitability of the information contained in the documents and related graphics published as part of the services for any purpose. All such documents and related graphics are provided “as
is” without warranty of any kind. Microsoft and/ or its respective suppliers hereby disclaim all warranties and conditions with regard to this information, including all warranties and conditions of merchantability, whether express, implied or statutory, fitness for a particular purpose, title and non-infringement. In no event shall Microsoft and/or its respective suppliers be liable for any special, indirect or consequential damages or any damages whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence or other tortious action, arising out of or in connection with the use or performance of information available from the services.
The documents and related graphics contained herein could include technical inaccuracies or typographical errors. Changes are periodically added to the information herein. Microsoft and/or its respective suppliers may make improvements and/or changes in the product(s) and/or the program(s) described herein at any time. Partial screenshots may be viewed in full within the software version specified.
Microsoft® and Windows® are registered trademarks of the Microsoft Corporation in the U.S.A. and other countries. Screenshots and icons reprinted with permission from the Microsoft Corporation. This book is not sponsored or endorsed by or affiliated with the Microsoft Corporation.
Warning and Disclaimer
Every effort has been made to make this book as complete and as accurate as possible, but no warranty or fitness is implied. The information provided is on an “as is” basis. The author and the publisher shall have neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this book.
Special Sales
For information about buying this title in bulk quantities, or for special sales opportunities (which may include electronic versions; custom cover designs; and content particular to your business, training goals, marketing focus, or branding interests), please contact our corporate sales department at corpsales@pearsoned.com or (800) 382-3419.
For government sales inquiries, please contact governmentsales@pearsoned.com.
For questions about sales outside the U.S., please contact intlcs@pearson.com.
Editor-in-Chief
Mark Taub
Acquisitions Editor
Anshul Sharma
Development Editor
Patrice-Anne Rutledge
Managing Editor
Sandra Schroeder
Senior Project Editor
Tonya Simpson
Copy Editor
William McManus
Indexer
Erika Millen
Proofreader
Charlotte Kughen
Technical Editor
J. Boyd Nolan
Editorial Assistant
Cindy Teeters
Cover Designer
Chuti Prasertsith
Compositor
codeMantra
Pearson’s Commitment to Diversity, Equity, and Inclusion
Pearson is dedicated to creating bias-free content that reflects the diversity of all learners. We embrace the many dimensions of diversity, including but not limited to race, ethnicity, gender, socioeconomic status, ability, age, sexual orientation, and religious or political beliefs.
Education is a powerful force for equity and change in our world. It has the potential to deliver opportunities that improve lives and enable economic mobility. As we work with authors to create content for every product and service, we acknowledge our responsibility to demonstrate inclusivity and incorporate diverse scholarship so that everyone can achieve their potential through learning. As the world’s leading learning company, we have a duty to help drive change and live up to our purpose to help more people create a better life for themselves and to create a better world.
Our ambition is to purposefully contribute to a world where Everyone has an equitable and lifelong opportunity to succeed through learning
Our educational products and services are inclusive and represent the rich diversity of learners
Our educational content accurately reflects the histories and experiences of the learners we serve
Our educational content prompts deeper discussions with learners and motivates them to expand their own learning (and worldview)
While we work hard to present unbiased content, we want to hear from you about any concerns or needs with this Pearson product so that we can investigate and address them.
Please contact us with concerns about any potential bias at https://www.pearson.com/report-bias.html.
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.
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.