Table of Contents

Preface

CHAPTER 1: INTRODUCTION

Advantages of Metrics-Based Project Management

What Is a Metric?

Metrics Categories

CHAPTER 2: PROJECT THINGS METRICS

Client Requirements

Detailed Project Plans

Conceptual Plans

Project Quality

Contracts

Monitoring Project Progress

Project Risk

Project Success Factors

Instruments

Instrument 2–A. Project Charter

Instrument 2–B. Requirements Documentation Form

Instrument 2–C. Defect Identification Log

Instrument 2–D. Defect Tracking Log

Instrument 2–E. Abbreviated Project Planning Checklist

Instrument 2–F. Work Breakdown Structure Dictionary

Instrument 2–G. Work Breakdown Structure Development Checklist

Instrument 2–H. Effectiveness of the Work Breakdown Structure

Instrument 2–I.   Importance of Quality Initiatives to the Enterprise

Instrument 2–J.  Quality Assurance Survey

Instrument 2–K. Quality Management Planning Checklist

Instrument 2–L.  Quality Cost Analysis Form

Instrument 2–M. Project Quality Checklist

Instrument 2–N. Change Order Request Form

Instrument 2–O. Project Change Management Checklist

Instrument 2–P.  Project Status Report

Instrument 2–Q. Project Management Checklist

Instrument 2–R. Risk Identification Checklist

Instrument 2–S. Characterizing Project Risk

Instrument 2–T.  Risk Tracking Form

Instrument 2–U. Risk Ranking Form

Instrument 2–V.  Risk Monitoring and Control Checklist

Instrument 2–W. Risk Response Plan Tracking

Instrument 2–X.  Risk Map

Instrument 2–Y.  Brief Post-Delivery Project Audit

Instrument 2–Z.  Abbreviated Project Closeout Checklist

CHAPTER 3: PROJECT PEOPLE METRICS

People as Intellectual Resources

What Are People Metrics?

Motivation

Performance

Teamwork

Communications Management

Competency

Maturity of Teams and Organizations

Virtual Teams

Instruments

Instrument 3–A. People Capital for Project Management

Instrument 3–B. Organizational Management Style Inventory

Instrument 3–C. Team Charter

Instrument 3–D. Personal Orientation and Preferences Style

Instrument 3–E. 360° Assessment Tool

Instrument 3–F. Teamwork Attributes

Instrument 3–G. Collaborative Leadership Instrument

Instrument 3–H. Effectiveness of Team Meetings

Instrument 3–I.  Project Management Duties

Instrument 3–J.  Knowledge and Competency Requirements by Project Position

Instrument 3–K. Team Maturity Checklist

Instrument 3–L. Team Success Factors

CHAPTER 4: ENTERPRISE METRICS

Project Management Maturity

Maturity Ranking Scale

Maturity Level Descriptions

Focus of Organizational Metrics

Performance Metrics

Stability Metrics

Compliance Metrics

Capability Metrics

Improvement Metrics

Project Management Office

Work Breakdown Structure/Resource Breakdown Structure Templates for the Enterprise

Project Portfolio Management

Portfolio Management Models

Portfolio Management Indices

Instruments

Instrument 4–A. Continuous Improvement in Processes

Instrument 4–B. Project Management Style

Instrument 4–C. Organizational Project Management Attributes Checklist

Instrument 4–D. Maturity Assessment (abbreviated form)

Instrument 4–E. Organizational Metrics Categories

Instrument 4–F.  Effectiveness of the Project Management Office

Instrument 4–G. Post-Delivery Project Audit Checklist

Instrument 4–H. Assessing the Usefulness of Templates/Processes

Instrument 4–I.  Documenting Lessons Learned

Instrument 4–J.  Customer Satisfaction

CHAPTER 5: IMPLEMENTING A METRICS PROGRAM

Metrics Program Design

Attributes of Models and Indices

Schedule of Implementation

Instruments

Instrument 5-A. Metrics Collection Checklist

Instrument 5-B. Metrics Implementation Checklist

References

Index

Figures

Figure 1-1.   Project Management: Stages of Sophistication

Figure 1-2.   Project Management Maturity Level Descriptions

Figure 1-3.   Maturity Level and Metrics Focus

Figure 1-4.   Focus of Metrics

Figure 2-1.   Functions of the Project Management Office

Figure 2-2.   Continuum from Strategic Vision to Project Deliverable

Figure 2-3.   Work Breakdown Structure

Figure 2-4.   Project Resource Breakdown Structure

Figure 2-5.   Bottom-Up Estimating

Figure 2-6.   Techniques for Rough Estimates

Figure 2-7.   Choice of the Model

Figure 2-8.   Modular and Parametric Models: Input Indices

Figure 2-9.   Estimate Parameters: Systems Development Projects

Figure 2-10. Estimate Parameters: Construction and Industrial Projects

Figure 2-11. Analogous Estimating

Figure 2-12. Modified Three-Quarter Rule: Estimating Cost from Capacity or Size

Figure 2-13. Modified Square-Root Rule

Figure 2-14. Types of Contracts: Expanded

Figure 2-15. Contractor Evaluation Indices: Example

Figure 2-16. Progress Reporting for Non-Measurable Activities

Figure 2-17. Value Earned in Deliverable Modules

Figure 2-18. Project Success Indicators: Client View

Figure 2-19. Illustrative Project Success Indicators: Client View

Figure 2-20. Project Success Factors: Team View

Figure 2-21. Illustrative Project Success Factors: Team View

Figure 3-1.   Predominant Personality Attributes

Figure 3-2.   360° Evaluation

Figure 3-3.   Project Management Competency

Figure 3-4.   Areas of Project Management Competency

Figure 3-5.   Team Member Performance

Figure 3-6.   Organizational Competency in Project Management

Figure 3-7.   Critical Success Factors for Project Managers

Figure 3-8.   Team Maturity

Figure 3-9.   Success and Maturity for Projects Teams

Figure 3-10. Success and Maturity for the Organization and Projects

Figure 3-11. Stylized Comparison of Virtual and Traditional Teams: Undernourished Virtual Team

Figure 3-12. Stylized Comparison of Virtual and Traditional Teams: Reasonably Nourished Virtual Team

Figure 4-1.   Project Management Office Effectiveness

Figure 4-2.   Project Management Office Effectiveness and Maturity

Figure 4-3.   Enterprise Project Management Maturity

Figure 4-4.   Maturity Demographics

Figure 4-5.   Metrics Category and Focus

Figure 4-6.   Functions of the Project Management Office

Figure 4-7.   Project Management Office Costs and Activities

Figure 4-8.   Organizational Work Breakdown Structure Modules

Figure 4-9.   Organizational Resource Breakdown Structure

Figure 4-10. Portfolio Management: Sequence of Activities

Figure 4-11. Initial Project Selection

Figure 4-12. Midstream Project Evaluation

Figure 4-13. Generic Project Categories

Figure 4-14. Project Categories

Figure 4-15. Project Categorization

Figure 4-16. Project Scoring Model

Figure 4-17. Sample Project Scoring Model

Figure 4-18. Sample Project Funding Distribution

Figure 4-19. Sample Project Ranking

Figure 4-20. Project Selection: Organization Indices

Figure 4-21. Organization Indices: Financial

Figure 4-22. Organization Indices: Strategic

Figure 4-23. Project Selection Project Indices

Figure 5-1.   Goals of a Metrics System

Figure 5-2.   Characteristics of a Metric

Figure 5-3.   Metrics Suite

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