Title: Project and Change Management
1Project and Change Management
- ?????? ??? ?????????
- ?????????????????????????????????????
2ITEC 0521 Project and Change Management
- Text Book
- 1) Information Technology Project Management 2nd
Ed. by Jack T. Marchewka, Wiley. - 2) A Guide To The Project Management Body Of
Knowledge (PMBOK) by PMI Standards Committee.,
William R. Duncan. - Reference Book
- 1) Information Technology Project Management by
Kathy Schwalbe, Thomson. - 2) Project and Program Risk Management A Guide
to Managing Project Risks and Opportunities by R.
Max Wideman, Project Management Institute.
3Score
- Homework 20
- Midterm (Close Book) 30
- Examination (Close Book) 50
- Note
- It may be changed if anyone has a good suggestion.
4Content of Text Book (1)
- Chapter 1 The Nature of Information Technology
Projects. - Chapter 2 Conceptualizing and Initiating the IT
Project. - Chapter 3 Developing the Project Charter and
Baseline Project Plan. - Chapter 4 The Human Side of Project Management.
- Chapter 5 Defining and Managing Project Scope.
- Chapter 6 The Work Breakdown Structure and
Project Estimation. - Chapter 7 The Project Schedule and Budget.
- Chapter 8 Managing Project Risk.
- Chapter 9 Project Communication, Tracking, and
Reporting.
5Content of Text Book (1)
- Chapter 10 IT Project Quality Management.
- Chapter 11 Managing Organizational Change,
Resistance, and Conflict. - Chapter 12 Project Procurement Management and
Outsourcing - Chapter 13 Leadership and Ethics.
- Chapter 14 Project Implementation, Closure, and
Evaluation. - Appendix A An Introduction to Function Point
Analysis.
6Information Technology Project Management
7Chapter 1
- The Nature of Information Technology Projects
- (??????????????????????????????????????????)
8Chapter 1 Objectives
- ??????????????????????????????????????????????????
?????????????? ? ?????????????????????????????????
????????????????????? ? ??????????????????????????
??????? (information technology (IT) projects)
??????????????????????????????????????????????????
??????????????????????????????????????????????????
IT - ???????????????????????????????????????
???????????????? ??? ?????????????????????????????
(Knowledge Management) ???????????? ITPM - ???????????????? IT project ??????????????????????
? - ??????????????????????????????????????
???????????????? ???? (Project Management (PM) - ???????????????????????????? IT projects
???????????????????? - ??????????????????????????????????????????????????
?????????????????????
9Chapter 1 Objectives
- ????????????????????????????? (project life
cycle) ????????????????????????? (systems
development life cycle) ??? ??????????????????????
??? - ??????? Project Management Body of Knowledge
(PMBOK) ??? core knowledge areas.
10Project Management Statistics
- U.S. ????????????????? 2.3 trillion
???????????????? ? ????????? ?????????????????????
??????????????????????????????????? ( nations
gross domestic product) - ????????? 16 ?????????????????????????????????????
???? (project management) ????????????????????????
??? ???????????????????????????????????? (project
manager) ??????????????????????? 82,000 ????? - ?????????????????????????????????????????????????
IT ???????????????? (IT application) ???? 2001
??? ??????? 300,000 ??????????? 2000 - ??????????????????????????????????????????????????
????????????????????????????????? ???? ???
??????? (Tom Peters) ?????????????????????????????
? Reinventing Work the Project 50, ??? To win
today you must master the art of the project!
11Advantages of Using Formal Project Management
- ???????????? financial, physical, ??? human
resources ????????? - ????????????????????? ????????????????????
- ???????????????????????
- ???????????
- ?????????????????????????????????
- ?????????????
- ??????????????????????????
- ???????????????????????
- ???????????????(????)????????????
12The Context of Project Management
- ?????????? ??????? (Project)
- ??????? (project) ??? ????????????????????????????
??????????????????????????????????????????????????
????????? - ??????? ??????????????????????????
????????????????????????? ????? ?????????????? ?
??? ?????????? ? ???????????????????
???????????????? ??????????????????????????
(??????????) ??????????????? ? ???????????????????
????? - ??????????????? ??? (?????????????????? ? ???)
?????????? ????????????????? ?!? ?????????
???????????????????????? (attribute)
????????????????????? ????????????????????????????
(??????????? Project Attribute)
13The Context of Project Management
???????????????? (Project Attributes)
- ??????????????????????? (Interdependent tasks)
- ?????????????????????? (Organizational change)
- ??????????????????????? (Operating Environment)
- ?????????? (Time Frame)
- ?????????????? (Purpose)
- ????????????????? (Ownership)
- ?????????? (Resources)
- ?????????????????? (Roles)
- ???????????????????????? (Risks Assumptions)
14Project Characteristics
- ??????????????????????? ?????? (??????????????????
???? (unique) ???? ??????????????????? ?????)
??????????????????????????????????????????????????
????? - ??????????????????????????????????
- ?????????????????????????????? (????????????)
- ????????????????????????????????? (???? ????
??????????? ?????????) - ??????????????????? (multifunctional) (cut across
several functional lines)
15What Helps Projects Succeed?
- ???????????? CHAOS 2001 A Recipe for Success,
????????????????????? IT projects ???????????????
????????????????????????? - ????????????????????????????????????? (Executive
support) - ???????????????? (User involvement)
- ???????????????????????????? (Experienced project
manager) - ????????????????????????????? (Clear business
objectives) - ??????????? (Minimized scope) (??????? ???????
????????? ??????) - ??????????????????????????????? (Standard
software infrastructure) - ??????????????????????????? ? ?? (Firm basic
requirements) - ???????????????????????? ? ?? (Formal
methodology) - ???????????????????????????? (Reliable estimates)
16Chaos Study
??1995
17Need for Top Management Commitment
- ??????????????? ? ?????????? ?????????????????????
??????????????????????????????????????????????????
???? - ??????????????????????????????????????????????????
????? - ?????????????????
- ??????????????????????????????????????????????
- ??????????????????????????????????????????????????
?? - ????????????????????????????????
18??????????????????????????????????????????????????
??
- ????????????????
- ????????????? ??????????????????????
- ???????????????????
- ???????????????????????????????????
- ????????????????????????????????
- ???????????????????????????????????
?????????????????????????????????????????? - ???????????????????????????????????????
- ???????????????
- ??????????? ? ??????????????
- ????????????????????
- ?????????????????????????????????? ? ??
- ????????????????????????? ????????
- ????????????????????????????????
?????????????????? - ???????????????????????????????????
19????????????????????????????
20Need for Organizational Commitment to IT
- ????????????????????? IT ?????????
??????????????????????????????????????????????????
?? IT ????????????? - ????? Chief Information Officer (CIO)
??????????????????????????????????????????????????
?????????????????????? IT (?????????????)?????? - ???????????????????????????????????? IT
????????????????????????????? IT ???? ??????????
????????????????????????????? (commitment)
???????????
21Need for Organizational Standards
- ??????? (Standard) ????????????????? (Guideline)
???? ? ???????????????????????????????????????????
??????????????? - ???????????????????? (Senior management)
???????????? - ????????????????????????????????????????????????
- ???????????????????????????? ? ???????????????????
???? (project plans) ???? ????????????????????????
??? (status information) ???? ? - ???????????????????????????????? (project
management office) ???? ??????????????????????????
?? (center of excellence)
22The Software Crisis
- If builders built buildings the way programmers
wrote programs, then the first woodpecker that
came along would destroy civilization. - -Gerald Weinberg
23Why Projects Fail?
- ???????????????????? (Cost Overruns)
- ???????????????? (Schedule Overruns)
- ?????????????? ? ?????????????????????????
(Addition of features) - ??????????? ? ?????????????????????????????
(Deletion of features due to time and cost
overruns) - ???????????????????????????????????? (Project is
cancelled before completion) - ???????????????????????????? (User
dissatisfaction and non use)
24Improving the likelihood of success
- ?????????????????????????????????????
(Socio-technical Approach) - ????????????????????????? (Project Management
Approach) ??????? - ????????????? ? ????????????
- ???????????? ?
- ???????????
- ??????????
- ????????????????????????
- ????????????????????????????? (Knowledge
Management Approach) - ?????????????? (lesson learned)
- ???????????????????????? (best practices)
25The Triple Constraint
- ??? ? ??????????????????????????????????????
?????? - Scope goals ??????????????????????????????
- Time goals ???????????????????????????
- Cost goals ???????????????
- ??????????????????????????????????????????????????
?????????????????????????????? goal ??????????
26The Triple Constraint
?????????
????????
??????
27What is Project Management?
- Project management is the application of
knowledge, skills, tools, and techniques to
project activities in order to meet project
requirements (PMI, Project Management Body of
Knowledge (PMBOK Guide), 2000, p. 6) - ???????????????? ??? ?????????????? ???????????
????? ?????????? ??? ?????????? ? ??????????????
? ????????? ??????????????????????????????????
The Project Management Institute (PMI) is an
international professional society. Their web
site is www.pmi.org.
28The Culture Factor
- ???????????????????????? daily working ???
project manager ??? line managers
????????????????????????????????? ? ????????????? - ????????????? functional employees
????????????????????????????????? line manager
?????? (??????????????) ??????????????????????????
???????????????????????????????? (?????????????)
Functional Manager
Project Manager 1
Project Manager 2
29Project Resources
- ????
- ????? (Manpower)
- ??????????
- ??????????????????
- ???????? (Materials)
- ????????/?????????
30Project Obstacles
- ????????????????????? (Project complexity)
- ????????????????????????? ??? ????????????????????
?????? - ????????????????????????????????
- ???????????????????? (Project risks)
- ?????????????????????????? (Changes in
technology) - ???????????????????????????????? (Forward
planning and pricing)
31Roles
- ?????????????(?????????????????)??????????
(Project Stakeholders) - ???????????????? (Project Manager)
- ???????????????????????????????????????? (Project
Sponsor) - ????????????????????????????????? (Subject Matter
Expert(s) (SME)) - ?????????????????? (Technical Expert(s) (TE))
32Project Stakeholders
- Stakeholders ??? ?????????????????????????????????
????????????????????????? - ??????????????????? (Stakeholders) ??????????
- Project sponsor ??? Project team
- support staff
- customers
- users
- suppliers
- opponents to the project
33Project Manager Roles
- ???????? Kick off Meeting
- ??????????????????????? (project policies) ???
?????????????????? ? (procedures) - ??????????????????????????? (project plan) ???
????????????????????????????????? (workflow) - ????????????????? (Obtaining funding)
- ??????????????? (Executing the plan)
- ???????????????????????????????? (project
facilitator) - ?????????? (Putting out fires)
34Project Manager Roles
- ???????????????????
- ?????????????????????????????????????????
(deadlines) - MBWA Manage by walking around
- ??????????????????????? (Evaluating performance)
- ??????????????????????????????????????????????????
???????? (Developing contingency plans) - ????????????????? ? ??? project sponsor, customer
??? team ??? - ?????????????
35Classical Management
- ????????? (Planning)
- ??????(?????)??????? (Organizing)
- ??????????????? (Staffing)
- ?????????? (Directing)
- ???????????????????????? (Controlling)
- ?????????????? ? ??? POSDC
- Which of the above is Usually NOT performed by
the project manager?
36????????????????????
37The Project Sponsor
- ??????????????????????????????????
- Sponsor ???????/??????????????????????????????????
?? - ??????????????????????????????????????????? ?
????????????? (run interference)
38The Experts
- ??????????????????????????????????? ?
??????????????????????? (Subject Matter Expert(s)
(SME)) - ?????????????????? (Technical Expert(s) (TE))
- ????????????? ????????????????????????????????????
???????? ? ??????????????????????????? functional
manager ??????????????????????????????????????????
??????????????????????????????????????????????????
??????????????????
39Role of Functional Managers
- Functional manager ???????????????????? (task)
??????????????????????????? (??? ????????????????
technical criteria..How not What) - Functional manager ???????????????????????????????
??????????????????????????????????????????????????
??? (projects constraint ???? ???? ????????
???????) (???? ????????????????????) - ?????????? ???? ??? A ???? Proj. Mgr.
?????????????? supply chain ??????????????? IT
?????????????? ?????????????? ??? B ???????? IT
Mgr. (??? B ?????? Functional Manager) ??? B
?????????????????? ??????????????? IT ???? SC
??????????????? (How) ??????????????? ???????????
??? C (?????????????? IT) ??????????? ???????? C
????????????????????????????????????? ???
????????????????? A (???????? Proj. Mgr.) ??? ???
B (???????? Functional Mgr.)
40Functional Obstacles
- ??????????????????????????????????? (Unlimited
work requests) - ????????? (deadline) ???????????????????
(Predetermined deadlines) - ??????????????????????????????????????????????
(high priority) ???????? - ???????????? ? ???????????? (?????????????)
- ?????????????????????????? (?????????????????)
- ??????????????????????????????????????????????????
?????????? (project plan) - ??????????????????????????????????????
(Unpredicted lack of progress) - ?????????????????????????????????????????? (????
?????????????)
41Functional Obstacles
- ???????????????????????????????????????????????
(???? ???????????????????????) - ?????????????????????????????????????????? (????
????????????????????) - ????????????????????????????? turnover ???????
(???? ??????????? ????????????????????
???????????????????????????????????????)
42The Antidote Good Planning
- ??????????????????????? ????????????????????????
???? - Functional units ?????????????????????????????????
??????????????????????????? ?????????????????????
(?????? ??????????????????) - ????????? ? ??????????????????????????????????????
?????????????????????????????????????
(?????????????????????) - ????????????????????????? ? ??????????????????????
??????????????????????????????? ???
??????????????????????????????????????? ?
???????????????
43Project Plan Requirements
- ???????????? ? ?????????????????????
- ??????????????????????????? (?????????????????????
????????????????) - ??????????????????????? (timetable milestones)
???? ? - ??????????????????????????????????????????????????
???????? (???? ???????????????????????????????????
???) - ??????????????????????????? (????????
???????????????????? ??????????????????????????
????????)
44Risks Assumptions
- Risk ???? ?????????????? ? ?????????????
??????????????????? - ????? (Internal)
- ?????? (External)
- ???????????? ? (Assumptions)
45Internal Risks
- ????????????????????????????????? ?
- ???????????????????????????? ?
- ?????????????????????????????? ?
- ???????????????????????????????????????? ?
- ????????????????????????????(??????????????????)??
??????????????? ? - ???????????? (?????) input ?????????????
(contract) ??????? ? - ?? RFP (Request for Pricing) ????????????????
contract ??????? ?
46External Risks
- ??????????????????????????????????????????????????
??????????? ? - ??????????????????????????????????????????????????
?????? ? - ?????????????? client staff ??????????????????????
??????????????? ? - ??????????????????????????????????????????? ?
- ???????????(??????????????????????????)???????????
???????????????????? ?
47Assumptions
- ?????????????????? ? ?????????????????????????????
????????????????????? ? - ??????????????????????????????????????????????????
?
48Reporting
- ????????????????????????????????(?????????????????
??????)???????????????????????????????????????????
????????????????????????? - ??????????????????????????????????????????????????
????????????????????????????????????????? - ????????????????????????????????????? (junior
project manager) ?????????????????????????????????
???????? ????????????????????????????? senior
functional executives ??????????????????????
49The Tip of the Iceberg Syndrome
DELEGATION OF AUTHORITY TO PROJECT MANAGER
EXECUTIVE MEDDLING
LACK OF UNDERSTANDING OF HOW PROJECT MANAGEMENT
SHOULD WORK
LACK OF TRAINING IN COMMUNICATIONS /
INTERPERSONAL SKILLS
MANY OF THE PROBLEMS ASSOCIATED WITH PROJECT
MANAGEMENT WILL SURFACE MUCH LATER IN THE PROJECT
AND RESULT IN MUCH HIGHER COSTS
50The Project Life Cycle and IT Development
51Definitions
- ???????????????????? (Project Life Cycle (PLC))
- ????????????????? (Deliverable)
- Phase exits, stage gates, or kill points
- Fast tracking
52Project Phases and the Project Life Cycle
- ??????????????????????????????? ???? ???? ?????
????? ??? ??? ??????? ????????????????????
??????????????????? ? ???? ???? (0-3???) ????? (4
(??????) 25 (?? ?.??)) ????? (26-60) ???
(60-80) ????????? ????????????????????????? ?
(???? ??? (phase)) ????????????????????????? - ???????????????????? (project life cycle, PLC)
??? ????????????????? ? ?????????? (collection of
project phases) - ???????? ? ????????????????????????????????
??????? ? ???????????? - ?????????? (concept)
- ???????? (development)
- ????????????? (implementation)
- ??????????? (support)
53Generic Project Life Cycle
54Phases/Stages of PLC
- ??????????????????????? (Define project goal)
- ????????????? (Plan project)
- ??????????????? ? (What, why, how, who, et al)
- ??????????????? (Baseline)??????
(????????????????????????????) - ???????????????????????????????????? (Baseline
plan) ??? ?????????????????????????? - ?????????? (Close project)
- ????????????????? (Evaluate project)
55Product Life Cycles
- ????????? (Products) ???????????????????????
- ????????????????????????? (Systems Development
Life Cycle (SDLC)) ???????????????????????????????
(????)????????????????????????????????????????? - ???????????????? (Systems development projects)
????????????????? ?????????????? - predictive models ???????????????????????????????
????????????????????????????????????????? - adaptive models ????????????????????????????????
(mission driven) ??? ??????????????????????????
(component based) ????????????????????????????????
????????????????? target dates
56Systems Development Life Cycle
?????????
??????
??????
??????????
???????????
57Systems Development Life Cycle
- ????????????????????? SDLC ????? ???????????
(phase) ???? ??????? (stage) ??????????????(sequen
tial) ??????????????? ????????????????????????????
??????????????????? - ????/??????? (Phases/Stages)
- ????????? (Planning)
- ???????????? (Analysis)
- ????????? (Design)
- ?????????????? (Implementation)
(?????????????????????????) - ????????????????????????????? (Maintenance and
Support)
58Implementing SDLC
- ????????????????????????? (Structured
Approaches) - ?????????????????????? (Waterfall Method)
59Putting the SDLC into Practice
- ????????????????????????????????????????????????
(Systems Development) - ?????????????????????? (Waterfall Method)
- ???????????????????????????????????????? (Rapid
Applications Development (RAD)) - ??????????? (Prototyping)
- ????????????????????????? (Spiral Development)
- ?????????????????????? ? (Extreme Programming)
60The PLC vs the SDLC
61The Relationship Between the PLC and the SDLC
- ??????????????? ?????????????????????????
(systems development life cycle (SDLC))
???????????????????????????????????????? (project
life cycle (PLC)) - PLC ??????? ?????? ?????????? ????????? ??????? ?
??????????????????????????????????????????????????
??????????????? - SDLC ????????????? ?????????? ????????? ??????? ?
????????????????????????????????? IT Solution
???/??????????????? (??????) - ??? SDLC ??? ???????????????????????? PLC
?????????????????????
62????????? (?????????????) ??? ????? (????????????)
63Predictive Life Cycle Models
- Waterfall model ??????????? ??????????????
??????????????????????????????????????????????????
???? ????????????????? ?????????????? (linear
approach) - Spiral model ??????? ?????????????????????????????
?? ? (iterative) ???? ???????????????????????
(spiral approach) ??????????????? linear approach - Incremental release model ????????? progressive
development ??? operational software - Prototyping model ??????????????????????????
(prototype) ??????????????????????????????????????
?????? (clarify user requirements) - RAD model ??????????????????????? ?
?????????????????????????????????????????????????
(sacrificing quality)
64Adaptive Life Cycle Models
- Extreme Programming (XP) ???????????????????????
?????????? ? ??????????? ? ????
????????????????????????????????????????????
?????????? XP ????????????? ???????? ?????????
??? ?????? ??????????????????? - Scrum Repetitions of iterative development are
referred to as sprints, which normally last
thirty days. Teams often meet every day for a
short meeting, called a scrum, to decide what to
accomplish that day. Works best for
object-oriented technology projects and requires
strong leadership to coordinate the work
65Extreme Project Management (XPM)
- ??????????????????????????????????????????????????
????????????????? - ?????????????????????????????????????????????????
????????? ??????? ????????????????????????????????
??????? ?????????????????????????????
????????????????????????????????????
??????????????????? - ??????????????????????????????????????????????????
????????????? ???????? XPM ???????????????????????
??????????????????? (chaotic) ??? ????????????
(unpredictable) ??????? XPM ??????????????????????
????????????????????? - ??????????????????????????????????????????????????
??????????????? ??????????????????????????????????
?????????????????????
66Why Have Project Phases and Management Reviews?
- ?????????????????????????????????
????????????????????? ???????????????????? - Management reviews (????????????? phase exits
???? kill points) ??????????????????????????????
?????????????????????????????? (??????????????????
??????????) ??? ?????????????? organizational
goals
67The Project Management Body of Knowledge (PMBOK)
- ???????????????? (Guide) ??? Project Management
Body of Knowledge (PMBOK Guide) ?????????? 9
project management knowledge areas. - The PMBOK Guide is published and maintained by
the Project Management Institute (PMI). - http//www.pmi.org
68Project Management Knowledge Areas
69- 1. ??????????????????????????????? (Project
integration management) - 2. ????????????????????????? (Project scope
management) - 3. ???????????????????????????? (Project time
management) - 4. ??????????????????????????? (Project cost
management) - 5. ????????????????????????? (Project quality
management) - 6. ???????????????????????????????? (Project
human resources management) - 7. ???????????????????????????? (Project
communications management) - 8. ????????????????????????????? (Project risk
management) - 9. ???????????????????????????? (Project
procurement management)
70(No Transcript)
71(No Transcript)
72- 1. ??????????????????????????????? (Project
integration management) ?????????? - 1.1 ????????????????????? (Project Plan
Development) - 1.2 ?????????????????????????? (Project Plan
Execution) - 1.3 ????????????????????????????? (Integrated
Change Control) - 2. ????????????????????????? (Project scope
management) - 2.1 ??????????????? (Initiating)
- 2.2 ??????????????? (Scope Planning)
- 2.3 ?????????????? (Scope Definition)
- 2.4 ??????????????? (Scope Verification)
- 2.5 ????????????????????????? (Scope Change
Control)
73- 3. ???????????????????????????? (Project time
management) - 3.1 ???????????????????????? (Activity
Definition) - 3.2 ????????????????????????????? (Activity
Sequencing) - 3.3 ????????????????????????????????????
(Activity Duration Estimating) - 3.4 ??????????????????????????????????? (Schedule
Development) - 3.5 ?????????????????????????????? (Schedule
Control) - 4. ??????????????????????????? (Project cost
management) - 4.1 ????????????????????? (Resource Planning)
- 4.2 ??????????????????? (Cost Estimating)
- 4.3 ??????????????????????? (Cost Budgeting)
- 4.4 ??????????????????? (Cost Control)
74- 5. ????????????????????????? (Project quality
management) - 5.1 ??????????????????? (Quality Planning)
- 5.2 ??????????????? (Quality Assurance)
- 5.3 ??????????????? (Quality Control)
- 6. ???????????????????????????????? (Project
human resources management) - 6.1 ??????????????? (Organizational Planning)
- 6.2 ??????????????????? (Staff Acquisition)
- 6.3 ???????????
- 7. ???????????????????????????? (Project
communications management) - 7.1 ??????????????????????? (Communication
Planning) - 7.2 ????????????????? (Information Distribution)
- 7.3 ???????????????????? (Performance Reporting)
- 7.4 ???????????????????????????????
(Administrative Closure)
75- 8. ????????????????????????????? (Project risk
management) - 8.1 ????????????????????????? (Risk Management
Planning) - 8.2 ??????????????????? (Risk Identification)
- 8.3 ???????????????????????????????? (Qualitative
Risk Analysis) - 8.4 ????????????????????????????????
(Quantitative Risk Analysis) - 8.5 ????????????????????????????? (Risk Response
Planning) - 8.6 ??????????????????????????????? (Risk
Monitoring and Control) - 9. ???????????????????????????? (Project
procurement management) - 9.1 ??????????????????????? (Procurement
Planning) - 9.2 ??????????????????????????????????
(Solicitation Planning) - 9.3 ??????????? (Solicitation)
- 9.4 ????????????????? (Source Selection)
- 9.5 ??????????????????????? (Contract
Administration) - 9.6 ??????????? (Contract Closeout)
76Top Ten Most In-Demand IT Skills
77Top Information Technology Skills
Percentage of Respondents
Information Technology (IT) Skill
Cosgrove, Lorraine, January 2004 IT Staffing
Update, CIO Research Reports (February 3, 2004).
78???????? 1