1. Information Technology Project Management, Seventh Edition Note: See the text itself for full citations.

2. Copyright 2014  Describe the five project management process groups 專案管理流程群組, the typical level of activity for each, and the interactions 連接 / 互動 among them  Understand how the project management process groups 專案管理流程群組 relate to 關聯 the project management knowledge areas 知識領域  Discuss how organizations develop information technology (IT) project management methodologies 專案管理方法 to meet their needs 2 Information Technology Project Management, Sixth Edition Information Technology Project Management, Seventh Edition

3. Copyright 2014  A process is a series of actions 一連串行動 directed toward a particular result  Project management can be viewed as a number of interlinked processes 相互關連流程  The project management process groups 流程組 include ◦ initiating processes 啟動流程 ◦ planning processes 規劃流程 ◦ executing processes 執行流程 ◦ monitoring and controlling processes 監控流程 ◦ closing processes 收尾流程 3 Information Technology Project Management, Seventh Edition

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5. Copyright 2014  Note that there are activities from each knowledge area under the planning process groups 5 Information Technology Project Management, Seventh Edition

6. Copyright 20146 Information Technology Project Management, Seventh Edition *Source: PMBOK® Guide, Fifth Edition, 2012. Develop project charter 制定專案章程

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8. Copyright 2014  It is good practice to lay 布置 the groundwork 基礎 for a project before it officially starts  Senior managers often perform several pre-initiation tasks, including the following: ◦ Determine the scope, time, and cost constraints 限制 for the project ◦ Identify the project sponsor 專案贊助 / 主辦人 ◦ Select the project manager ◦ Develop a business case( 企劃書 ) for a project (see Table 3-2 for an example) ◦ Meet with the project manager to review 檢討 the process and expectations 期望 for managing the project ◦ Determine if the project should be divided into two or more smaller projects 8 Information Technology Project Management, Seventh Edition

9. Copyright 2014  Initiating 啟動 a project includes recognizing 確認 and starting a new project or project phase  The main goal is to formally select and start off projects  Table 3-3 shows the project initiation knowledge areas, processes, and outputs Information Technology Project Management, Seventh Edition9 Develop project charter: 制定專案章程 Stakeholder : 利害相關者 Stakeholder register: 利害關係人記錄

10. Copyright 2014 Information Technology Project Management, Seventh Edition10 Position: 職務 Project Role: 專案角色 Stakeholder register: 利害關係人記錄

11. Copyright 201411 Information Technology Project Management, Seventh Edition Contents are often sensitive, so do not publish this document.

12. Copyright 2014  See Table 3-6 for an example of a charter  Charters 章程 are normally short and include key project information and stakeholder signatures  It’s good practice to hold a kick-off meeting 專案 啟動會議 at the beginning of a project so that stakeholders can meet each other, review the goals of the project, and discuss future plans 12 Information Technology Project Management, Seventh Edition

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14. Copyright 2014  The main purpose of project planning 規劃 is to guide execution 指導執行  Every knowledge area includes planning information (see Table 3-7 on pages 101-102)  Key outputs 主要產出 included in the JWD project include: ◦ A team contract 契約 ◦ A project scope statement 專案範疇說明書 ◦ A work breakdown structure (WBS) 工作分解結構 ◦ A project schedule 專案進度表, in the form of a Gantt chart 甘特圖 with all dependencies 附屬物 and resources entered ◦ A list of prioritized 優先排序 risks 風險 (part of a risk register)  See sample documents starting on p. 104 Information Technology Project Management, Seventh Edition14

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16. Copyright 2014 Information Technology Project Management, Seventh Edition16 Inputs: 輸入 Client representatives: 客戶代表 Outsourcing: 委外 Templates: 範本 Example: 舉例 Search feature: 搜尋功能 Promoting: 推廣

17. Copyright 2014  Usually takes the most time and resources to perform project execution  Project managers must use their leadership skills 領導能力 to handle the many challenges 挑戰 that occur during project execution  Table 3-11 on p. 111 lists the executing processes and outputs. Many project sponsors and customers focus on deliverables related to providing the products, services, or results desired from the project  A milestone report 里程碑報告 (example on pp. 112-113) can help focus on completing major milestones Information Technology Project Management, Seventh Edition17

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19. Copyright 2014  Involves measuring 測量 progress toward project objectives, monitoring deviation from the plan 監控計 畫的偏差, and taking correction actions 採取修正動 作  Affects all other process groups 流程組 and occurs during all phases of the project life cycle 所有專案生 命週期階段  Outputs include performance reports 績效報告, change requests, and updates to various plans  See Table 3-13 Information Technology Project Management, Seventh Edition19

20. Copyright 2014  Involves gaining stakeholder and customer acceptance 客戶接受 of the final products and services  Even if projects are not completed, they should be closed out to learn from the past  Outputs include project files and lessons-learned reports 吸收經驗的報告, part of organizational process assets 組織流程資產  Most projects also include a final report and presentation 簡報 to the sponsor/senior management Information Technology Project Management, Seventh Edition20

21. Copyright 2014  Table 3-20 on pp. 130-131 lists the templates 列出 模板 available on the companion Web site and the author’s site (www.kathyschwalbe.com) Information Technology Project Management, Seventh Edition21

22. Copyright 2014  The five project management process groups are initiating, planning, executing, monitoring and controlling, and closing  You can map the main activities of each process group to the nine knowledge areas  Some organizations develop their own information technology project management methodologies  The JWD Consulting case study provides an example of using the process groups and shows several important project documents  The second version of the same case study illustrates differences using agile (Scrum). The biggest difference is providing three releases of useable software versus just one Information Technology Project Management, Seventh Edition22