Excel 2007 For Project Mngrs Book

Introduction     xiii
Establishing Project Management Fundamentals     1
Project Management Institute     2
What Is a Project?     3
Projects versus Ongoing Operations     3
How Projects Come About     5
Overview of the Project Process Groups     6
Key Project Management Skills     10
Project Management Maturity     11
Leadership Skills     12
Communicating Successfully     13
Negotiating and Problem-Solving Skills     16
General Management Skills     17
Organizing Time and Information     19
Professional Responsibility     22
Establishing Excel and Office 2007 SharePoint Server Fundamentals     23
Using Excel and SharePoint to Manage Projects     24
How Excel 2007 and MOSS Support Project Management Processes     29
Excel Is a One-Stop Environment For Project Documents     32
SharePoint Services     32
Office 2007     33
Excel 2007 and Office SharePoint Server 2007     34
Creating a Document Repository     37
Setting Up MOSS Page Forms     40
Embedded MOSS Form Links     42
Populating MOSS withDocumentation     46
Notifying Users of Document Availability     46
Initiating the Project     49
Establishing a Project Initiation Process     50
Components of the Initiating Process     51
The Elements of a Project Request Form     51
Establishing the Business Justification     54
Creating the Project Request Form using Excel     56
Publishing the Project Request Form     57
Project Selection Criteria     65
Creating a Project Request Tracking Log     71
Identifying Stakeholders     72
The Role of the Project Sponsor     72
Key Stakeholders     73
Documenting Key Stakeholders     74
Defining Project Goals and Creating the Project Charter     75
Principles of Goal Setting     75
Project Charter Elements     76
Obtaining Approval     79
Determining Project Requirements     81
Creating the Project Scope Statement     82
Essential Elements of the Project Scope Statement     84
Determining Deliverables and Acceptance Criteria     84
Documenting Requirements     87
Remaining Scope Statement Elements     94
Creating the Communication Plan     100
Determining Communication Needs     101
Improving Project Communication with SharePoint and the MOSS     102
Reporting and Tracking Project Progress     104
Status Reporting     104
Creating Reporting Templates with MS Excel     105
Action Item Log     109
Issues Log     115
Planning and Acquiring Resources     119
Establishing the Project Team     120
Team Member Recruitment     120
Stages of Team Development     122
Performing a Skills Assessment     124
Documenting Roles and Responsibilities     126
Creating a Project Organizational Chart     128
Motivating Teams     131
Adding Team Members to MOSS     135
Contact List Update     140
Procuring Materials, Supplies, and Equipment     142
Creating a Materials List     143
Make-or-Buy Analysis     144
Soliciting Bids and Proposals     145
Selecting a Winner     145
Managing Vendors     147
Assessing and Tracking Risk     149
Identifying Risks     150
Identification Techniques      150
Common Project Risks     152
Creating a Risk Checklist     154
Performing Risk Assessment     155
Risk Tolerance     155
Risk Probability and Impact     156
Documenting the Risk Register     160
Creating a Risk Register with MS Excel     161
Responding to Risk Events     171
Risk Response Techniques     172
Documenting Risk Response Results     174
Updating the Risk Register     174
Closing Out Risks     175
Quality Management     177
Quality Management Plan     178
Cost of Quality     180
Costs Associated with Cost of Quality     180
Cost of Quality Theories     181
Determining Quality Metrics     181
Benchmarking     181
Cost-Benefit Analysis     182
Affinity Diagrams     182
Pareto Charts     182
Scatter Diagram     190
Flowcharts     191
Control Chart     195
Inspection     196
Controlling Quality     197
Security and Formatting Elements of MOSS     197
Information Rights Management (IRM) and Office 2007      204
Digital Signatures     206
Constructing the Project Schedule and Budget     211
Creating the Work Breakdown Structure (WBS)     212
Constructing WBS Levels     212
Work Package Level     213
Defining Resources for Work Packages     214
Estimating Project Tasks     215
Expert Judgment     215
Top-Down and Bottom-Up Estimating     215
Parametric Estimating     215
Three-Point Estimates     216
Sequencing Tasks     218
Determining the Critical Path     220
Calculating the Forward Pass     220
Calculating the Backward Pass     221
Calculating the Critical Path     221
Crashing the Schedule     222
Determining Resource Availability     223
Documenting the Project Schedule     227
Milestone Chart     228
Project Calendar     228
Network Diagram     229
Gantt Charts     230
Creating the Project Budget     231
Budgeting Inputs     232
Building Project Budgets     233
Elements of a Project Budget     233
Estimating Budget Items      235
Determining and Monitoring Performance Measures     237
Cost and Schedule Variance     238
Performance Indexes     238
Establishing Change Control Processes     245
When Change Occurs     246
Reasons for Change     247
Dealing with Change     248
Creating a Change Control Process     248
Level of Authority     249
Emergency Requests     249
Escalation Process     250
Creating Change Control Forms     250
Change Request Form     250
Change Request Log     251
Converting Tables to Ranges     253
Reporting and Printing Change Control Data     254
Assessing the Impacts of Change     263
Establishing a Change Control Board     265
CCB Procedures     265
Project Manager's Role on the CCB     266
Independent Verification and Validation     266
Windows SharePoint Services Templates     267
Accessing Templates in MOSS     269
Subsite Creation     271
Controlling Project Outcomes and Archiving Documents     275
Performing the Work of the Project     276
Monitoring and Controlling the Work of the Project     277
Schedule and Budget Monitoring     278
Monitoring Risk     278
Procurement Monitoring     279
Monitoring Vendors and Contracts     280
Change Request Monitoring     281
Team Member Monitoring     281
Taking Corrective Action     282
Schedule Actions     283
Budget Actions     288
Personnel Actions     288
Contract Actions     290
Signs of Project Trouble     291
Accepting Project Deliverables     292
Notifying Stakeholders of Project Acceptance     293
Closing Out the Contract     294
Documenting Lessons Learned     294
Releasing Team Members     297
Archiving Project Documents     297
Backing Up the MOSS Server     298
Celebrate     301
Excel Function Junction     303
Leveraging Excel Functions Using Excel Services     304
Calculating Various Workbook Elements and Publishing to MOSS     308
Using Excel Functions to Enhance Project Management Productivity     317
Function Groups     318
Functions for the Project Manager      319
VBA, Macros, and Other Ways to Automate Excel     324
Consolidating Sheets     330
Cubes/Pivot Tables     332
Index     335