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Introduction xxi
Part I Project Management Fundamentals
Chapter 1 Becoming a Certified Associate in Project Management (CAPM) 2 Foundation Topics 3 Understanding Project Management 3 Certified Associate in Project Management (CAPM) 3 Scope of the CAPM Exam 4 How This Book Is Organized 8
Part I: Project Management Fundamentals 9
Part II: Predictive Approach 9
Part III: Adaptive Approach 10
Part IV: Business Analysis 10
Part V: Appendixes 11 Steps to Becoming a Certified Associate in Project Management (CAPM)11 Study and Exam-Taking Strategies 13 Suggested Reading and Resources 13
Chapter 2 Projects and Project Management 16 "Do I Know This Already?" Quiz 17 Foundation Topics 20 What Is a Project? 20 A Project 21 Project Manager 22 Understanding Project Management 22 Projects vs. Operational Work 23 The Role of Projects in Operations 24 Project-Based Operations 24 Programs and Portfolios 25 Creating Value Through Project Management 26 Project Management Process Groups 35 Project Management Challenges 36 Challenges with Issues, Risks, Assumptions, and Constraints 37 Project Management Trends 41 Business Analysis 41 Adaptive Project Management 41 Principles of Project Management 42 Summary 42 Exam Preparation Tasks 42
Chapter 3 Organizing for Project Performance 44 "Do I Know This Already?" Quiz 45 Foundation Topics 50 Project Performance Domains 50 The Stakeholder Performance Domain 52 Identifying Stakeholders 52 Types of Stakeholders in a Project 53 Stakeholder Analysis 54 Types of Stakeholder Communication 55 Stakeholder Performance Domain Successful Outcomes 56 The Project Manager''s Role 56 Roles of the Project Manager in a Project 58 The Project Manager''s Required Skills 58 Project Organization Structures 70 Project Structure Concepts 70 Functional Project Organization Structures 70 Matrix Project Organization Structures 72 Projectized Project Organization Structures 73 The Power of Project Managers in Different Organization Structures 73 Project Management Office (PMO) and Steering Committees 74 The Project Management Office 75 The Steering Committee 75 The Team Performance Domain 76 Effective Execution of Projects 78 High-Performing Teams 78 Leadership and Interpersonal Skills Affecting All Team Members 78 Project Team Development Models 79 Conducting Meetings 80 Responsibility Assignment Matrix 83 Project Team Culture 84 Expectations for the Team Performance Domain 86 Applying the PMI Code of Ethics and Professional Conduct 86 Summary 88 Exam Preparation Tasks 88
Chapter 4 Development Approach and Life Cycle Performance Domain 92 "Do I Know This Already?" Quiz 93 Foundation Topics 97 Fundamentals of the Project Life Cycle 97 The Concept of a Project Life Cycle 97 Visualizing a Project Life Cycle 98 Stage Gates 99 Project Life Cycle vs. Project Management Process Groups 100 Project Life Cycle vs. Product Life Cycle 103 Development Approach and Life Cycle Performance Domain Concepts 103 Terms Relevant to the Development Approach and Life Cycle Performance Domain 104 Choosing the Predictive Approach 105 Choosing the Adaptive Approach 105 Choosing a Hybrid Approach 106 Life Cycles in Practice 107 Industry Application: Predictive Life Cycle 107 Industry Application: Adaptive Life Cycle 110 Industry Application: Hybrid Life Cycle 111 Considerations for Selecting a Development Approach 112 Product, Service, or Result 113 Project 114 Organization 114 Project Activity, Deliverables, and Milestones 115 Project Activities 115 Deliverables 115 Measuring Deliverables 116 Milestones 116 Summary 118 Exam Preparation Tasks 118
Part II Predictive Approach
Chapter 5 Planning, Project Work, and Delivery: Predictive Methodologies 120 "Do I Know This Already?" Quiz 122 Foundation Topics 127 Choosing the Predictive, Plan-Based Methodology 127 Process Groups of the Predictive, Plan-Based Approach 128 Initiating Processes 128 Planning Processes 129 Executing Processes 129 Monitoring and Controlling Processes 129 Closing Processes 129 Creating a Tailored Predictive Life Cycle 130 Performance Domains 130 Develop Project Charter 134 Develop Project Team 136 Develop Project Management Plan 137 Collect Requirements and Define Scope Statement 139 Create Work Breakdown Structure (WBS) 141 Define and Sequence Activities 144 Estimate Time and Resources 149 Identify Critical Path 151 Develop Schedule 156 Direct and Manage Project Work 157 Monitor and Control Project Work 159 Issues Management 159 Change Requests and Control 160 Monitoring and Controlling Project Cost and Schedule 162 Close Project or Phase 163 Foundations of Earned Value Analysis 165 Planned Value (PV) 166 Earned Value (EV) 166 Actual Cost (AC) 166 Cost Variance (CV) 166 Schedule Variance (SV) 166 Cost Performance Index (CPI) 166 Forecasting Final Project Costs 167 More Information About Earned Value Analysis 167 The Planning Performance Domain 167 Schedule Compression Factors and Techniques 168 Scaling 169 Summary 169 Exam Preparation Tasks 170
Chapter 6 Project Work and Delivery 172 "Do I Know This Already?" Quiz 173 Foundation Topics 177 Project Work Performance Domain 177 Planning and Managing Procurement 178 Bidding: Soliciting and Entering Bids 180 Control Procurements 181 Engaging Stakeholders 182 Managing Project Communications 184 Managing Risk 189 Threats 190 Opportunities 191 Project Delivery Performance Domain 192 Delivery of Value 193 Quality Management 194 Quality Management Tools 197 Six Sigma 203 Project Controls and Forecasting 203 Project Integration 207 Components of Project Integration 208 Achieving Project Integration 209 Summary 209 Exam Preparation Tasks 210
Part III Adaptive Approach
Chapter 7 Planning, Project Work, and Delivery: Adaptive Approaches 212 "Do I Know This Already?" Quiz 213 Foundation Topics 217 When to Use the Adaptive Approach 217 Team Structure in Adaptive Projects 221 Requirements for the Adaptive Project Environment 222 Adaptive Mindset 222 Servant Leadership 224 The Structure and Culture of Adaptive Teams 225 Value-Driven Delivery 227 Factors That Facilitate Adaptive Approaches: OPA and EEF 228 Apparent Stages of Adaptive Projects 229 Stage
1: Concept 231 Stage
2: Construct and Deliver 233 Stage
3: Close 237 Work Groups for Adaptive Project Stages 238 Agile Life Cycles 238 Case Study 7-1: Building a Website for a Conference 239 Hybrid Project Approaches 251 Hybrid Approach Scenario
1: Revisiting the APC Conference 251 Hybrid Approach Scenario
2: Virtual Restaurant Business 252 Hybrid Approach Scenario
3: Specification for Tax Software 253 Summary 254 Exam Preparation Tasks 254
Chapter 8 Overview of Adaptive Frameworks 256 "Do I Know This Already?" Quiz 259 Foundation Topics 262 Lean 262 Eliminating Waste 263 Value Streaming Using the Lean Approach 264 Case Study 8-1: Getting a Book from the Library 264 Iteration-Based Agile 267 Flow-Based Agile 267 Scrum 268 Roles 268 Processes and Artifacts 269 Scrum Core Values 270 Timeboxing 271 Challenges with Scrum 272 Kanban 272 Suitability of the Kanban Method 272 Limiting Work in Progress (WIP) 273 Workflow Focus 273 Comparing Kanban and Scrum 274 ScrumBan 274 Extreme Programming 275 Roles 275 Core Practices of XP 275 What Can We Learn from XP? 276 FDD, DSD, and Crystal 277 Feature-Driven Development 277 Dynamic Systems Development Method 278 Crystal 279 Frameworks for Scale 279 Scaled Agile Framework (SAFe) 283 Scrum of Scrums 284 Disciplined Agile284 Which Approach for Scale? 286 Summary 288 Exam Preparation Tasks 288
Chapter 9 Measurement, Tracking, and Managing Uncertainty 290 "Do I Know This Already?" Quiz 291 Foundation Topics 294 Problem Detection and Resolution 294 The Measurement Performance Domain 295 Prioritization Techniques 295 What Gets Prioritized 298 Key Performance Indicators (KPIs) for Project Control 300 Progress Tracking 301 Decision Making 301 Communication of Adaptive Project KPIs 301 Who Makes the Estimates? 306 Throughput, Cycle Time, and Lead Time 306 The Uncertainty Performance Domain 311 Uncertainty 312 Strategies to Address Project Uncertainty 313 Risk 315 Strategies to Reduce the Likelihood of Uncertainty 316 Opportunities 316 Threats 316 Tracking and Managing Risk in Adaptive Projects 317 Team Workspace Design 318 Tracking Progress to Manage Risk in Adaptive Approaches 318 Summary 321 Exam Preparation Tasks 321
Part IV Business Analysis
Chapter 10 Business Analysis Frameworks 324 "Do I Know This Already?" Quiz 325 Foundation Topics 328 The Importance