本书是运用9大项目管理知识领域（包括项目集成管理以及范围、时间、成本、质量、人力资源、沟通、风险和采购管理）以及全部五个过程组（包括启动、计划、执行、控制和收尾）的唯一一本教科书，为管理it项目提供了坚实的框架和内容。第7版立足it行业的最新发展变化，紧密结合行业实践，对大部分数据和案例都进行了更新。

本书自2002年第1版在中国引进出版以来为项目管理知识体系在中国的普及和发展做出了卓有成效的贡献，产生了很大的影响。第7版立足IT行业的最新发展，采用最新的《项目管理知识体系指南》（第5版），紧密结合行业实践，对大部分数据和案例都进行了更新，并且体现了PMP考试的最新变化。
本书是运用十大项目管理知识领域（包括项目综合管理以及范围、时间、成本、质量、人力资源、沟通、风险、采购和干系人管理）以及全部5个过程组（包括启动、计划、执行、控制和收尾）的一本经典教科书。全书理论与实践相结合，深入浅出，使读者对IT项目管理中的概念、技能、工具和技术有全面了解，其综合全面的内容为学生和从业者的项目管理工作奠定了坚实的基础。
本书基于原书第7版进行改编，保留其中的核心内容，压缩或删除了一些高级内容和延伸知识，更加适合作为国内高等院校信息管理与信息系统、管理类和信息技术类专业本科生和研究生双语课程的教材或参考书，也可供IT项目管理人员、软件开发人员及企事业单位的管理人员参考。
作者简介
凯西·施瓦尔贝（Kathy Schwalbe）　明尼苏达奥格斯堡学院商务管理系教授，主讲项目管理、商业问题求解、系统分析与设计、信息系统项目和电子商务等课程。作为明尼苏达大学的兼职教师，她为工程系的研究生讲授项目管理课程。同时，她还为一些组织提供培训和咨询服务，并在一些会议上发表演讲。在1991年进入学术界之前，她在工业界工作过10年。她曾是一名空军军官、系统分析师、项目经理、高级工程师和IT顾问。凯西女士还是PMI（美国项目管理协会）的活跃分子，负责PMl明尼苏达分会学生会的联络工作，担任明尼苏达分会分管教育的副主席，以及《ISSIG评论》联络和编辑部主管，她还是PMl考题编写组成员。 凯西女士毕业于圣母玛丽亚大学，获得数学学士学位；在美国东北大学的高科技MBA项目完成了MBA的学习，最终在明尼苏达大学的高等教育学院获得博士学位。

计算机\软件工程

本书自2002年第1版在中国引进出版以来为项目管理知识体系在中国的普及和发展做出了卓有成效的贡献，产生了很大的影响。第7版立足IT行业的最新发展，采用最新的《项目管理知识体系指南》(第5版)，紧密结合行业实践，对大部分数据和案例都进行了更新，并且体现了PMP考试的最新变化。
本书是运用十大项目管理知识领域（包括项目综合管理以及范围、时间、成本、质量、人力资源、沟通、风险、采购和干系人管理）以及全部5个过程组（包括启动、计划、执行、控制和收尾）的一本经典教科书。全书理论与实践相结合，深入浅出，使读者对IT项目管理中的概念、技能、工具和技术有全面了解，其综合全面的内容为学生和从业者的项目管理工作奠定了坚实的基础。
本书基于原书第7版进行改编，保留其中的核心内容，压缩或删除了一些高级内容和延伸知识，更加适合作为国内高等院校信息管理与信息系统、管理类和信息技术类专业本科生和研究生双语课程的教材或参考书，也可供IT项目管理人员、软件开发人员及企事业单位的管理人员参考。

[美]凯西·施瓦尔贝（Kathy Schwalbe）著：凯西•施瓦尔贝（Kathy Schwalbe），明尼苏达奥格斯堡学院商务管理系教授，主讲项目管理、商业问题求解、系统分析与设计、信息系统项目和电子商务等课程。作为明尼苏达大学的兼职教师，她为工程系的研究生讲授项目管理课程。同时，她还为一些组织提供培训和咨询服务，并在一些会议上发表演讲。在1991年进入学术界之前，她在工业界工作过10年。她曾是一名空军军官、系统分析师、项目经理、高级工程师和IT顾问。凯西女士还是PMI（美国项目管理协会）的活跃分子，负责PMl明尼苏达分会学生会的联络工作，担任明尼苏达分会分管教育的副主席，以及《ISSIG评论》联络和编辑部主管，她还是PMl考题编写组成员。 凯西女士毕业于圣母玛丽亚大学，获得数学学士学位；在美国东北大学的高科技MBA项目完成了MBA的学习，最终在明尼苏达大学的高等教育学院获得博士学位。

Preface iv
Chapter　1 Introduction to Project Management 1
Introduction 2
What Is a Project 4
Examples of IT Projects 4
Project Attributes 6
Project Constraints 7
What Is Project Management 9
Project Stakeholders 10
Project Management Knowledge Areas 11
Project Management Tools and Techniques 12
Project Success 14
Program and Project Portfolio Management 16
Programs 17
Project Portfolio Management 17
The Role of the Project Manager 21
Project Manager Job Description 21
Suggested Skills for Project Managers 22
Importance of People Skills and Leadership Skills 24
Careers for IT Project Managers 25
Quick Quiz 26
Quick Quiz Answers 27
Discussion Questions 27
Exercises 28
Chapter　2 The Project Management and Information Technology Context 31
A Systems View of Project Management 33
What Is a Systems Approach 33
The Three-Sphere Model for Systems Management 34
Understanding Organizations 35
The Four Frames of Organizations 35
Organizational Structures 37
Organizational Culture 39
Stakeholder Management 40
The Importance of Top Management Commitment 42
The Need for Organizational Commitment to Information Technology 43
The Need for Organizational Standards 44
Project Phases and the Project Life Cycle 44
Product Life Cycles 47
The Importance of Project Phases and Management Reviews 50
The Context of Information Technology Projects 52
The Nature of IT Projects 52
Characteristics of IT Project Team Members 52
Diverse Technologies 53
Recent Trends Affecting Information Technology Project Management 53
Globalization 53
Outsourcing 54
Virtual Teams 55
Agile Project Management 57
The Manifesto for Agile Software Development 58
Scrum 58
Agile, the PMBOK 　Guide, and a New Certification 59
Quick Quiz 60
Quick Quiz Answers 62
Discussion Questions 62
Exercises 62
Chapter　3 The Project Management Process Groups: A Case Study 65
Project Management Process Groups 66
Mapping the Process Groups to the Knowledge Areas 71
Developing an IT Project Management Methodology 72
Case Study 1: JWD Consulting’s Project Management Intranet Site Project
(Predictive Approach) 75
Project Pre-Initiation and Initiation 75
Pre-Initiation Tasks 76
Initiating 80
Project Planning 84
Project Execution 93
Project Monitoring and Controlling 98
Project Closing 101
Case Study 2: JWD Consulting’s Project Management Intranet Site Project
(Agile Approach) 104
Scrum Roles, Artifacts, and Ceremonies 105
Project Pre-Initiation and Initiation 107
Planning 108
Executing 111
Monitoring and Controlling 111
Closing 113
Templates by Process Group 113
Quick Quiz 116
Quick Quiz Answers 118
Discussion Questions 118
Exercises 119
Chapter　4 Project Integration Management 121
What Is Project Integration Management 122
Strategic Planning and Project Selection 125
Strategic Planning 125
Identifying Potential Projects 127
Aligning IT with Business Strategy 128
Methods for Selecting Projects 130
Focusing on Broad Organizational Needs 130
Categorizing IT Projects 130
Performing Net Present Value Analysis, Return on Investment, and Payback
Analysis 131
Net Present Value Analysis 131
Return on Investment 134
Payback Analysis 135
Using a Weighted Scoring Model 136
Implementing a Balanced Scorecard 138
Developing a Project Charter 139
Developing a Project Management Plan 143
Project Management Plan Contents 143
Using Guidelines to Create Project Management Plans 146
Directing and Managing Project Work 148
Coordinating Planning and Execution 148
Providing Strong Leadership and a Supportive Culture 149
Capitalizing on Product, Business, and Application Area Knowledge 149
Project Execution Tools and Techniques 150
Monitoring and Controlling Project Work 151
Performing Integrated Change Control 153
Change Control on IT Projects 154
Change Control System 155
Closing Projects or Phases 157
Quick Quiz 158
Quick Quiz Answers 160
Discussion Questions 160
Exercises 160
Running Case 161
Tasks 163
Chapter　5 Project Scope Management 165
What Is Project Scope Management 166
Planning Scope Management 167
Collecting Requirements 169
Defining Scope 172
Creating the Work Breakdown Structure 176
Approaches to Developing Work Breakdown Structures 181
Using Guidelines 181
The Analogy Approach 182
The Top-Down and Bottom-Up Approaches 182
Mind Mapping 183
The WBS Dictionary 184
Advice for Creating a WBS and WBS Dictionary 185
Validating Scope 186
Controlling Scope 188
Suggestions for Improving User Input 190
Suggestions for Reducing Incomplete and Changing Requirements 190
Quick Quiz 193
Quick Quiz Answers 194
Discussion Questions 194
Exercises 195
Running Case 197
Tasks 198
Chapter　6 Project Time Management 199
The Importance of Project Schedules 200
Planning Schedule Management 203
Defining Activities 203
Sequencing Activities 206
Dependencies 206
Network Diagrams 207
Estimating Activity Resources 210
Estimating Activity Durations 211
Developing the Schedule 212
Gantt Charts 212
Adding Milestones to Gantt Charts 214
Using Tracking Gantt Charts to Compare Planned and Actual Dates 215
Critical Path Method 217
Calculating the Critical Path 217
Growing Grass Can Be on the Critical Path 218
Using Critical Path Analysis to Make Schedule Trade-Offs 219
Using the Critical Path to Shorten a Project Schedule 221
Importance of Updating Critical Path Data 222
Critical Chain Scheduling 222
Program Evaluation and Review Technique (PERT) 225
Controlling the Schedule 226
Reality Checks on Scheduling and the Need for Discipline 227
Quick Quiz 229
Quick Quiz Answers 231
Discussion Questions 231
Exercises 231
Running Case 235
Tasks 235
Chapter　7 Project Cost Management 237
The Importance of Project Cost Management 238
What Is Cost 240
What Is Project Cost Management 240
Basic Principles of Cost Management 241
Planning Cost Management 245
Estimating Costs 246
Types of Cost Estimates 246
Cost Estimation Tools and Techniques 248
Typical Problems with IT Cost Estimates 249
Sample Cost Estimate 250
Determining the Budget 255
Controlling Costs 257
Earned Value Management 257
Project Portfolio Management 263
Quick Quiz 265
Quick Quiz Answers 267
Discussion Questions 267
Exercises 268
Running Case 269
Tasks 269
Chapter　8 Project Quality Management 271
The Importance of Project Quality Management 272
What Is Project Quality Management 274
Planning Quality Management 276
Performing Quality Assurance 278
Controlling Quality 279
Tools and Techniques for Quality Control 280
Statistical Sampling 287
Six Sigma 288
How Is Six Sigma Quality Control Unique 289
Six Sigma and Project Selection and Management 290
Six Sigma and Statistics 291
Testing 293
Modern Quality Management 295
Deming and His 14 Points for Management 296
Juran and the Importance of Top Management Commitment to Quality 296
Crosby and Striving for Zero Defects 297
Ishikawa’s Guide to Quality Control 298
Taguchi and Robust Design Methods 298
Feigenbaum and Workers’ Responsibility for Quality 298
Malcolm Baldrige National Quality Award 298
ISO Standards 299
Improving IT Project Quality 300
Leadership 300
The Cost of Quality 301
Organizational Influences, Workplace Factors, and Quality 303
Expectations and Cultural Differences in Quality 303
Maturity Models 304
Software Quality Function Deployment Model 304
Capability Maturity Model Integration 304
Project Management Maturity Models 305
Quick Quiz 307
Quick Quiz Answers 309
Discussion Questions 309
Exercises 309
Running Case 310
Tasks 310
Chapter　9 Project Human Resource Management 313
The Importance of Human Resource Management 314
The Global IT Workforce 314
Implications for the Future of IT Human Resource Management 315
What Is Project Human Resource Management 317
Keys to Managing People 319
Motivation Theories 319
Maslow’s Hierarchy of Needs 319
Herzberg’s Motivation-Hygiene Theory 320
McClelland’s Acquired-Needs Theory 321
McGregor’s Theory X and Theory Y 322
Thamhain and Wilemon’s Influence and Power 322
Covey and Improving Effectiveness 324
Developing the Human Resource Plan 327
Project Organizational Charts 328
Responsibility Assignment Matrices 330
Staffing Management Plans and Resource Histograms 331
Acquiring the Project Team 332
Resource Assignment 333
Resource Loading 335
Resource Leveling 337
Developing the Project Team 338
Training 339
Team-Building Activities 340
The Myers-Briggs Type Indicator 340
The Social Styles Profile 342
DISC Profile 343
Reward and Recognition Systems 344
Managing the Project Team 344
Tools and Techniques for Managing Project Teams 345
General Advice on Managing Teams 347
Quick Quiz 348
Quick Quiz Answers 350
Discussion Questions 350
Exercises 350
Running Case 351
Chapter　10 Project Communications Management 353
The Importance of Project Communications Management 354
Keys to Good Communications 356
Focusing on Group and Individual Communication Needs 357
Formal and Informal Methods for Communicating 358
Distributing Important Information in an Effective and Timely Manner 359
Setting the Stage for Communicating Bad News 360
Determining the Number of Communication Channels 360
Planning Communications Management 362
Managing Communications 364
Using Technology to Enhance Information Creation and Distribution 364
Selecting the Appropriate Communication Methods and Media 365
Reporting Performance 368
Controlling Communications 368
Suggestions for Improving Project Communications 369
Developing Better Communication Skills 369
Running Effective Meetings 371
Using E-Mail, Instant Messaging, Texting, and Collaborative Tools
Effectively 372
Using Templates for Project Communications 375
Quick Quiz 379
Quick Quiz Answers 380
Discussion Questions 380
Exercises 381
Running Case 382
Chapter　11 Project Risk Management 383
The Importance of Project Risk Management 384
Planning Risk Management 391
Common Sources of Risk on IT Projects 392
Identifying Risks 396
Suggestions for Identifying Risks 397
The Risk Register 399
Performing Qualitative Risk Analysis 401
Using Probability/Impact Matrixes to Calculate Risk Factors 401
Top Ten Risk Item Tracking 403
Performing Quantitative Risk Analysis 405
Decision Trees and Expected Monetary Value 405
Simulation 407
Sensitivity Analysis 409
Planning Risk Responses 411
Controlling Risks 413
Quick Quiz 414
Quick Quiz Answers 415
Discussion Questions 416
Exercises 416
Running Case 417
Chapter　12 Project Procurement Management 419
The Importance of Project Procurement Management 420
Planning Procurement Management 423
Types of Contracts 425
Tools and Techniques for Planning Procurement Management 429
Make-or-Buy Analysis 429
Expert Judgment 430
Market Research 430
Procurement Management Plan 431
Statement of Work 431
Procurement Documents 433
Source Selection Criteria 434
Conducting Procurements 435
Controlling Procurements 437
Closing Procurements 439
Quick Quiz 440
Quick Quiz Answers 441
Discussion Questions 441
Exercises 442
Running Case 442
Chapter　13 Project Stakeholder Management 445
The Importance of Project Stakeholder Management 446
Identifying Stakeholders 448
Planning Stakeholder Management 452
Managing Stakeholder Engagement 452
Controlling Stakeholder Engagement 455
Quick Quiz 458
Quick Quiz Answers 460
Discussion Questions 460
Exercises 460
Running Case 461
Glossar 463