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Cover |
1 |
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Tools for Project Management, Workshops and Consulting |
4 |
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Brief contents / Overview of tools |
6 |
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Application areas of each tool |
9 |
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Foreword |
13 |
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Preface |
14 |
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Table of contents |
16 |
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1 Introduction to the concept and application of this book |
21 |
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1.1 Structure of this book |
21 |
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1.2 How to use the book |
21 |
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1.3 The target audience of this book |
22 |
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1.4 The scope of this book |
23 |
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1.5 Skills and competencies for your personal development |
23 |
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1.6 Clarification on methodologies, models, tools and techniques |
25 |
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2 Problem solving approach and application |
27 |
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2.1 Problem solving |
27 |
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2.1.1 Different problem solving processes and approaches |
28 |
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2.1.2 The problem solving process used in this book |
29 |
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2.1.3 Mental thinking levels during problem solving |
33 |
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2.1.4 The author’s assumptions |
34 |
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2.1.5 Macro logic project cycle – micro logic problem solving cycle |
36 |
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2.2 Categories of tools |
38 |
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2.3 How to select the right tool |
43 |
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2.3.1 Overview of tools (A) |
44 |
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2.3.2 Where ‘in’ the problem solving process am I? (B) |
45 |
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2.3.3 Checklist for problem solving processes to identify required tool (C) |
45 |
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2.3.4 What is the right category? (D) |
45 |
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2.3.5 How to compile the shopping list (scenario for workshop, E) |
45 |
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3 Diagnosis |
48 |
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3.1 Definition of a situation/problem |
48 |
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3.1.1 Problem definition |
51 |
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3.1.2 Problem tree |
57 |
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3.1.3 Reverse the problem |
61 |
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3.1.4 Hypotheses |
62 |
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3.1.5 Hypothesis tree |
64 |
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3.1.6 Competing hypothesis (N) |
67 |
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3.1.7 Issue tree |
68 |
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3.1.8 Influence matrix |
71 |
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3.1.9 Fishbone or Cause-effect tool |
73 |
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3.1.10 Black box |
75 |
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3.1.11 IS – IS NOT |
78 |
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3.1.12 Stakeholder analysis |
80 |
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3.1.13 Stakeholder map |
85 |
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3.1.14 Stakeholder expectation management |
88 |
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3.1.15 Stakeholder influence matrix |
90 |
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3.1.16 Stakeholder accordion |
92 |
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3.1.17 Stakeholder swapping |
94 |
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3.1.18 Context diagram tool |
96 |
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3.1.19 Silo view tool |
100 |
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3.1.20 Helicoptering |
102 |
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3.1.21 Mind map |
103 |
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3.2 Information gathering |
105 |
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3.2.1 Information gathering plan |
111 |
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3.2.2 Interview (unstructured) |
112 |
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3.2.3 Tripod (mixed) |
114 |
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3.2.4 Octagon |
115 |
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3.2.5 Focus groups (unstructured) |
116 |
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3.2.6 Questionnaire (structured) |
118 |
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3.2.7 Survey/field study – dipstick |
120 |
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3.2.8 Direct observation (DILO = day in the life of) |
122 |
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3.2.9 Delphi or expert panel |
124 |
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3.2.10 Desk research/database research |
124 |
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3.2.11 5 Whys |
126 |
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3.2.12 Climate assessment (structured) |
126 |
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3.3 Creativity |
130 |
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3.3.1 Brainstorming |
131 |
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3.3.2 Cardstorming tool |
133 |
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3.3.3 6-3-5 tool |
135 |
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3.3.4 Nyaka (defect analysis) |
136 |
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3.3.5 Bionic |
137 |
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3.3.6 Attribute listing |
138 |
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3.3.7 Morphological matrix |
139 |
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3.3.8 Merlin technique/Osborn checklist |
140 |
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3.3.9 Lotus blossom |
144 |
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3.3.10 Irritating words |
145 |
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3.3.11 Mental provocation |
147 |
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3.3.12 Introduction to alternative creativity tools |
148 |
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3.4 Information consolidation |
149 |
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3.4.1 Consolidation of qualitative and quantitative information |
149 |
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3.4.2 Pareto (80:20) |
151 |
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3.4.3 ABC tool |
154 |
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3.4.4 Information matrix |
156 |
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3.4.5 Card sorting |
158 |
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3.4.6 Affinity diagram tool |
159 |
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3.4.7 Venn diagram |
161 |
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3.4.8 Force field |
163 |
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4 Goals and objectives setting |
166 |
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4.1 Goal-setting criteria |
167 |
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4.2 Objectives tree |
168 |
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4.3 Goal hierarchy |
170 |
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4.4 Charter |
173 |
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4.5 Goal catalogue |
175 |
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4.6 SMART goals |
177 |
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4.7 Goal grid |
179 |
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4.8 Well-defined outcomes |
180 |
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4.9 3 P statements |
182 |
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4.10 SNAP |
183 |
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5 Analysis |
186 |
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5.1 Organisational analysis |
189 |
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5.1.1 Organisational structure |
191 |
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5.1.2 Diamond grading tool |
196 |
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5.1.3 Org structure versus process |
197 |
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5.1.4 Span of control |
199 |
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5.1.5 Organisational assessment |
201 |
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5.1.6 Powergram |
202 |
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5.2 Technical analysis (system, process, data, technology) |
205 |
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5.2.1 Architectural decomposition view |
205 |
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5.2.2 Logical data relationship |
207 |
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5.2.3 Functional decomposition |
209 |
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5.2.4 Process analysis |
210 |
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5.2.5 Entity relationship diagram |
214 |
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5.2.6 Technology and systems landscape |
216 |
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5.2.7 Requirements catalogue |
218 |
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5.2.8 Logical and functional system modelling |
220 |
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5.3 Strategic analysis |
222 |
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5.3.1 Value chain analysis |
223 |
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5.3.2 Critical success factor (CSF) |
227 |
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5.3.3 SWOT and TOWS |
231 |
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5.3.4 Life cycle |
238 |
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5.3.5 5 Forces |
243 |
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5.3.6 Competitor analysis |
247 |
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5.3.7 Environmental analysis (PEST) |
251 |
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5.3.8 Strategic market group |
253 |
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5.3.9 Customer segmentation |
257 |
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5.3.10 Strategic development |
260 |
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5.3.11 Business matrix |
261 |
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5.3.12 Product/market mix |
265 |
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5.3.13 Strategic development options |
269 |
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5.3.14 Strategy matrix |
274 |
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6 Decision making (incl. evaluation, prioritisation) |
277 |
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6.1 Introduction to decision making |
278 |
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6.1.1 Decision making process steps |
280 |
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6.1.2 Selection table for decision making tools |
280 |
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6.2 Decision tree |
282 |
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6.3 Perspectives3 |
284 |
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6.4 Argument balance |
285 |
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6.5 Polarities tool |
287 |
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6.6 Swap sorting tool |
288 |
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6.7 Pair ranking |
289 |
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6.8 Nominal group tool |
291 |
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6.9 100 Points |
292 |
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6.10 Utility analysis |
293 |
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6.11 Cartesian coordinates |
295 |
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6.12 Cross of beliefs |
297 |
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6.13 Vroom Yetton |
298 |
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6.14 Risk analysis |
300 |
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6.15 Prioritisation matrices |
306 |
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7 Project management tools |
311 |
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7.1 Project management – activities, processes and tools |
312 |
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7.1.1 Key project management activities and tools |
312 |
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7.1.2 Brief glossary of key project management terms |
312 |
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7.1.3 Warning sign of project risks |
317 |
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7.2 Project contract |
319 |
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7.3 LogFrame |
322 |
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7.4 Project roadmap/programme |
328 |
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7.5 Work breakdown structure |
330 |
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7.6 Gantt chart |
334 |
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7.7 Project work plan |
335 |
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7.8 Project environment analysis |
336 |
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7.9 Project structure |
338 |
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7.10 Project management roles and responsibilities |
340 |
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7.11 Project communication plan |
343 |
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7.12 Accountability matrix (CIDA) |
347 |
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7.13 Stakeholder communication |
349 |
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7.14 Workshop guideline |
351 |
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7.15 Expectation review tool |
353 |
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7.16 Booz ball evaluation |
354 |
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7.17 Six thinking hats |
355 |
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7.18 Action steps and reviews |
356 |
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7.19 Project management skills radar |
358 |
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8 Annex A – Check Questions |
361 |
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8.1 Check questions for a project start |
361 |
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8.2 Check questions to review ideas and qualitative information |
362 |
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8.3 Check questions to define the current situation – diagnostic |
362 |
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8.4 Check questions to define goals and objectives |
363 |
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8.5 Check questions during an analysis |
364 |
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8.6 Check questions during decision making |
365 |
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8.7 Check questions for the project initiation phase |
366 |
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9 Annex B – Scenarios and tool lists |
367 |
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9.1 Author’s top 10 tools |
367 |
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9.2 Scenario: Good practice for project and problem definition |
367 |
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9.3 Project planning and definition |
369 |
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9.4 Strategic analysis |
370 |
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9.5 Org analysis and org design |
371 |
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9.6 Organisational restructuring |
372 |
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9.7 Feasibility study |
372 |
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9.8 System development |
373 |
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9.9 Strategy workshop |
374 |
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9.10 Business process improvements |
375 |
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Bibliography |
376 |
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Application areas of each tool (in alphabetic order) |
380 |
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