087项目管理培训教材
- 1. 项目管理培训乔东 2001年10月
- 2. 目录项目管理概览 项目管理过程介绍 项目管理知识领域介绍 PROJECT软件入门 测验 案例分析
- 3. 发达国家对项目管理的认识已经相当成熟项目管理具有普遍性 项目管理对项目的成功具有重要作用 项目管理需要特殊的管理方法 项目管理已经发展成为一门管理科学 越来越多的组织、企业开始重视项目管理 据《Fortune》预测，项目经理将成为21世纪年轻人的首选职业
- 4. 相关组织和知识体系PMI（ Project Management Institute) PMBOK(Project Management Body Of Knowledge) PMP(Project Management Professional) PMP认证考试
- 5. 项目的定义PROJECT is a temporary endeavor undertaken to create a unique product or service. Operation v.s. Project Temporary & Unique & Progressive Elaboration
- 6. 项目管理的定义PROJECT MANAGEMENT is the application of knowledge, skills, tools, and techniques to project activities to meet project requirements Scope, time, cost, and quality Stakeholders with differing needs and expectations Identified requirements （needs） and unidentified requirements （expectations）
- 7. 项目管理的相关知识结构常见的项目管理知识与实践一般的管理知识和实践应用领域的知识与实践
- 8. 项目的利益相关者（Stakeholders）积极参与项目，或其利益受到项目执行过程或项目成功完成的影响的个人和组织。 项目经理 客户 运营中的组织 出资人
- 9. 外部影响标准 法规 国际化 文化 社会、经济、环境
- 10. 项目阶段的划分Each project phase is marked by completion of one or more deliverables. Deliverable: tangible, verifiable work product Phase end review: determine if the project should continue into its next phase detect and correct errors cost effectively
- 11. 项目生命周期Project life cycle serves to define the beginning and the end of a project. Project life cycle V.S. Product life cycle program subproject
- 12. 项目组织职能式 矩阵式 弱矩阵 平衡矩阵 强矩阵 项目式项目经理职责 项目经理授权 项目经理时间 项目协调力度
- 13. 项目管理五大阶段Initiating processes Planning Processes Executing Processes Controlling Processes Closing Processes
- 14. 项目管理过程Initiating ProcessesPlanning ProcessesControlling ProcessesExecuting ProcessesClosing Processes
- 15. 项目管理九大知识领域Project Integration Management Project Scope Management Project Time Management Project Cost Management Project Quality Management Project Human Resource Management Project Communications Management Project Risk Management Project Procurement Management
- 16. Project Integration Management项目计划、执行和控制的不同过程的综合集成 项目管理与企业日常运营的集成 产品范围与项目范围的集成 不同职能部门的成果的集成 项目中各约束条件的集成
- 17. Project Scope ManagementProduct scope v.s. Project scope
- 18. InitiationOutputs: Project charter Project manager identified/assigned Constraints Assumptions
- 19. Scope PlanningOutput: Scope statement Supporting detail Scope management
- 20. Scope Definition目的： 提高估算成本、时间、资源的准确度 定义 衡量和控制项目绩效的基线 明确职责的分派 Output: Work Breakdown Structure （WBS） 正确的范围定义是项目成功的关键
- 21. Scope VerificationScope verification v.s. quality control
- 22. Scope Change Control目的： 影响产生范围变化的因素，以保证变化是有益的 确定范围的变化会发生 对变化是否已经发生和发生的时间进行管理
- 23. 产生变化的主要原因一个外部事件（如政府法规的改变） 在产品范围定义中发生的失误 在项目范围定义中发生的失误 增值引起的变化（如新技术的引入）
- 24. Project Time ManagementActivity Definition activity v.s. deliverable Activity Duration Estimating resource requirements resource capabilities elapsed time
- 25. Activity SequencingDependencies Mandatory, Discretionary, External PDM（AON）: FS, FF, SS, SF ADM（AOA）: FS GERT: Loop or conditional branches
- 26. Schedule Development考虑因素： 项目网络图（活动顺序） 活动时间估计 资源需求 可获得资源 日历（项目、资源） 限制条件 假设前提 活动的时间间隔
- 27. Schedule Development几种常见的表示方法 压缩时间的方法 CPM Crashing Fast tracking Resource leveling
- 28. Schedule Control关键路径法 最早启动时间（ES） 最迟启动时间（LS） Float 举例
- 29. Project Cost ManagementResource Planning Cost Estimating Cost Budgeting Cost Control
- 30. 常用术语PV: Present Value PV = FV / （1+r）n NPV: Net Present Value NPV = PV BCWS: Budgeted Cost of Work Scheduled ACWP: Actual Cost of Work Performed
- 31. Project Quality ManagementQuality policy Project & Product Quality v.s. Grade Benefit v.s. Cost Prevention over inspection Planned in v.s. Inspected in Management responsibility PDCA with phases
- 32. Project Quality ManagementQuality Planning Quality Assurance Quality Control
- 33. Cost of QualityPrevention Costs Appraisal Costs Failure Costs Internal External
- 34. Quality ControlChecklist Pareto diagrams Cause-and-Effect diagram
- 35. Pareto Diagram Sample
- 36. Quality ControlOutputs: Acceptance decisions Rework Quality improvement Process adjustments
- 37. Project Human Resource Management项目的临时的特点，必然导致人员和组织的关系总是不断改变和具有临时性。 企业中的人力资源管理一般都不是项目管理者的直接责任，但作为项目的管理者，必须充分意识到这方面的管理要求对完成项目的保证作用。 与沟通管理密切相关
- 38. Organizational PlanningIdentifying, documenting, assigning roles, responsibilities, reporting relationships RAM
- 39. RAEW
- 40. 团队能力组合专业知识组织协调能力操作型 专家型 协调型 决策型
- 41. Staff Acquisition与职能部门或其他项目的经理谈判 预先指定的 从外部获得（采购）
- 42. Team DevelopmentBoth enhancing the ability of stakeholders to contribute as individuals as well as enhancing the ability of the team to function as a team.
- 43. Project Communications Management典型的项目经理有75% - 90%的时间用于沟通 Communications Planning Communications Distribution Performance Reporting Administrative Closure
- 44. 沟通的规模
- 45. 项目经理的基本职责Planning Organizing Leadership Control 项目经理有75% - 90%的时间用于沟通
- 46. 项目经理权威的来源正式任命 奖励 惩罚 专业能力 人格魅力
- 47. X - Y 理论X理论：认为一般情况下工人都是懒惰的，需要监管 Y理论：假设工人们不受到监管时也都愿意工作
- 48. Conflict ManagementWithdrawing Lose-lose Smoothing Lose-lose Compromising Lose-lose Problem Solving win-win Forcing win-lose
- 49. Performance ReportingStatus reporting Progress reporting Forecasting
- 50. Performance ReportingBCWS: Budgeted Cost of Work Scheduled ACWP: Actual Cost of Work Performed BCWP(EV): Budgeted Cost of Work Performed CV: Cost Variance CV = BCWP - ACWP SV: Schedule Variance SV = BCWP - BCWS CPI: Cost Performance Index CPI = BCWP / ACWP
- 51. Performance ReportingBAC: Budgeted At Completion EAC: Estimated At Completion Actuals-to-date + Remaining Budget / CPI Actuals-to-date + New estimate Actuals-to-date + Remaining Budget (Remaining Budget = BAC - EV) Variance At Completion VAC = BAC - EAC
- 52. Performance Management通过持续的沟通，发现问题并解决问题，不断提高绩效
- 53. Project Risk Management贯穿在整个项目过程中 包括内部风险和外部风险 同时意味着威胁和机会 充分考虑成本因素
- 54. Concepts
- 55. Risk Management PlanningRisk Management Plan Methodology Roles and Responsibilities Budgeting Timing Scoring and interpretation Thresholds Reporting formats Tracking
- 56. Risk IdentificationTypical project risk: promotion, market, political, technical, financing, environmental, construction(cost, schedule), operating, organizational, integration, force majeure.
- 57. Risk Identification OutputsOutputs: Risks (events & conditions) Triggers (symptoms) Inputs to other processes
- 58. Qualitative Risk AnalysisDetermine the importance P - I Matrix Risk probability Risk consequences Project assumptions testing assumption stability consequences
- 59. Quantitative Risk AnalysisSensitivity analysis Decision Tree analysis Probability distribution Beta distribution Triangular distribution Monte Carlo simulation
- 60. Quantitative Risk AnalysisRisk = Probability X Magnitude Contegency = magnitude(provision) or Risk(P*M) Expected Value(EV) = PiMi Pi = 1，I = 1 … n
- 61. Risk Response DevelopmentAvoidance Transference Mitigation Acceptance
- 62. Risk Monitoring and Control保证风险管理计划的执行 随时注意计划中的风险的征兆 随时注意计划外的风险的可能
- 63. Procurement PlanningMake - or - Buy analysis Contract type selection Fixed price or lump sum contract Cost reimbursable contract Unit price contract Statement Of Work （SOW）
- 64. Solicitation PlanningOutputs: Procurement documents（RFP） Evaluation criteria Potential sellers SOW updates
- 65. 常见评价条件Understanding of need overall or life-cycle cost technical capability management approach financial capacity
- 66. Solicitation & Source Selection由卖方提交建议书 必要条件筛选 加权打分
- 67. Contract Administration & Close-outContract change control system Performance reporting Payment system Procurement audits
- 68. 招标过程举例
- 69. 项目管理过程Initiating ProcessesPlanning ProcessesControlling ProcessesExecuting ProcessesClosing Processes
- 70. 总结所有的管理方法始终以实现目标为目的 同时关注产品管理和项目管理 项目管理首先是科学，同时也是艺术 项目管理体系需要与外部条件相结合 项目是一个整体，项目管理是综合的 项目经理责任重大
- 71. 项目管理网站http://www.pmi.org http://www.cpmi.org.cn
- 72. PROJECT软件入门
- 73. 自测题
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