第一部分
項(xiàng)目管理知識(shí)體系指南(PMBOK 指南)
1. 引論....................................................................................................................................1
1.1 指南概述和目的..............................................................................................................1
1.2 基本要素...........................................................................................................................4
2. 項(xiàng)目運(yùn)行環(huán)境....................................................................................................................37
2.1 概述.................................................................................................................................37
2.2 事業(yè)環(huán)境因素................................................................................................................38
2.3 組織過(guò)程資產(chǎn)................................................................................................................39
2.4 組織系統(tǒng).........................................................................................................................41
3. 項(xiàng)目經(jīng)理的角色.................................................................................................................51
3.1 概述.................................................................................................................................51
3.2 項(xiàng)目經(jīng)理的定義............................................................................................................52
3.3 項(xiàng)目經(jīng)理的影響力范圍................................................................................................52
3.4 項(xiàng)目經(jīng)理的能力............................................................................................................56
3.5 執(zhí)行整合.........................................................................................................................66
4. 項(xiàng)目整合管理...................................................................................................................69
4.1 制定項(xiàng)目章程................................................................................................................75
4.2 制定項(xiàng)目管理計(jì)劃........................................................................................................82
4.3 指導(dǎo)與管理項(xiàng)目工作....................................................................................................90
4.4 管理項(xiàng)目知識(shí)................................................................................................................98
4.5 監(jiān)控項(xiàng)目工作..............................................................................................................105
4.6 實(shí)施整體變更控制......................................................................................................113
4.7 結(jié)束項(xiàng)目或階段..........................................................................................................121
5. 項(xiàng)目范圍管理.................................................................................................................129
5.1 規(guī)劃范圍管理..............................................................................................................134
5.2 收集需求.......................................................................................................................138
5.3 定義范圍.......................................................................................................................150
5.4 創(chuàng)建
WBS......................................................................................................................156
5.5 確認(rèn)范圍.......................................................................................................................163
5.6 控制范圍.......................................................................................................................167
6. 項(xiàng)目進(jìn)度管理...................................................................................................................173
6.1 規(guī)劃進(jìn)度管理..............................................................................................................179
6.2 定義活動(dòng).......................................................................................................................183
6.3 排列活動(dòng)順序..............................................................................................................187
6.4 估算活動(dòng)持續(xù)時(shí)間......................................................................................................195
6.5 制定進(jìn)度計(jì)劃..............................................................................................................205
6.6 控制進(jìn)度.......................................................................................................................222
7. 項(xiàng)目成本管理..................................................................................................................231
7.1 規(guī)劃成本管理..............................................................................................................235
7.2 估算成本.......................................................................................................................240
7.3 制定預(yù)算.......................................................................................................................248
7.4 控制成本.......................................................................................................................257
8. 項(xiàng)目質(zhì)量管理...................................................................................................................271
8.1 規(guī)劃質(zhì)量管理..............................................................................................................277
8.2 管理質(zhì)量.......................................................................................................................288
8.3 控制質(zhì)量......................................................................................................................298
9. 項(xiàng)目資源管理..................................................................................................................307
9.1 規(guī)劃資源管理..............................................................................................................312
9.2 估算活動(dòng)資源..............................................................................................................320
9.3 獲取資源.......................................................................................................................328
9.4 建設(shè)團(tuán)隊(duì).......................................................................................................................336
9.5 管理團(tuán)隊(duì).......................................................................................................................345
9.6 控制資源.......................................................................................................................352
10. 項(xiàng)目溝通管理.................................................................................................................359
10.1 規(guī)劃溝通管理............................................................................................................366
10.2 管理溝通.....................................................................................................................379
10.3 監(jiān)督溝通.....................................................................................................................388
11. 項(xiàng)目風(fēng)險(xiǎn)管理..................................................................................................................395
11.1 規(guī)劃風(fēng)險(xiǎn)管理............................................................................................................401
11.2 識(shí)別風(fēng)險(xiǎn).....................................................................................................................409
11.3 實(shí)施定性風(fēng)險(xiǎn)分析....................................................................................................419
11.4 實(shí)施定量風(fēng)險(xiǎn)分析....................................................................................................428
11.5 規(guī)劃風(fēng)險(xiǎn)應(yīng)對(duì)............................................................................................................437
11.6 實(shí)施風(fēng)險(xiǎn)應(yīng)對(duì)............................................................................................................449
11.7 監(jiān)督風(fēng)險(xiǎn)...................................................................................................................453
12. 項(xiàng)目采購(gòu)管理................................................................................................................459
12.1 規(guī)劃采購(gòu)管理............................................................................................................466
12.2 實(shí)施采購(gòu).....................................................................................................................482
12.3 控制采購(gòu).....................................................................................................................492
13. 項(xiàng)目相關(guān)方管理.............................................................................................................503
13.1 識(shí)別相關(guān)方.................................................................................................................507
13.2 規(guī)劃相關(guān)方參與........................................................................................................516
13.3 管理相關(guān)方參與........................................................................................................523
13.4 監(jiān)督相關(guān)方參與........................................................................................................530
參考文獻(xiàn)...............................................................................................................................537
第二部分
項(xiàng)目管理標(biāo)準(zhǔn)
1. 引論................................................................................................................................541
1.1 項(xiàng)目和項(xiàng)目管理..........................................................................................................542
1.2 項(xiàng)目組合、項(xiàng)目集和項(xiàng)目之間的關(guān)系.....................................................................543
1.3 組織治理與項(xiàng)目治理之間的聯(lián)系.............................................................................545
1.4 項(xiàng)目成功與效益管理..................................................................................................546
1.5 項(xiàng)目生命周期..............................................................................................................547
1.6 項(xiàng)目相關(guān)方...................................................................................................................550
1.7 項(xiàng)目經(jīng)理的角色..........................................................................................................552
1.8 項(xiàng)目管理知識(shí)領(lǐng)域......................................................................................................553
1.9 項(xiàng)目管理過(guò)程組..........................................................................................................554
1.10 事業(yè)環(huán)境因素和組織過(guò)程資產(chǎn)......................................
... ............................................557
1.11 裁剪項(xiàng)目工件.................................................................
..............................................558
2. 啟動(dòng)過(guò)程組........................................................................................................................561
2.1 制定項(xiàng)目章程..............................................................................................................563
2.2 識(shí)別相關(guān)方...................................................................................................................563
2.2.1 項(xiàng)目管理計(jì)劃組件..........................................................
... ... ...................................564
2.2.2 項(xiàng)目文件示例........................
... ......................................... ...
....................................564
2.2.3 項(xiàng)目管理計(jì)劃更新....................................................
... ...... ......................................564
2.2.4 項(xiàng)目文件更新...............................................................
... ... ......................................564
3. 規(guī)劃過(guò)程組......................................................................................................................565
3.1 制定項(xiàng)目管理計(jì)劃......................................................................................................567
3.2 規(guī)劃范圍管理..............................................................................................................567
3.3 收集需求.......................................................................................................................568
3.4 定義范圍.......................................................................................................................569
3.5 創(chuàng)建 WBS......................................................................................................................570
3.6 規(guī)劃進(jìn)度管理..............................................................................................................571
3.7 定義活動(dòng).......................................................................................................................572
3.8 排列活動(dòng)順序..............................................................................................................573
3.9 估算活動(dòng)持續(xù)時(shí)間......................................................................................................574
3.9.1 項(xiàng)目管理計(jì)劃組件.................................................................
... ............................574
3.9.2 項(xiàng)目文件示例......................................................................
... ...............................574
3.9.3 項(xiàng)目文件更新.......................................................................
... ..............................575
3.10 制定進(jìn)度計(jì)劃............................................................................................................575
3.11 規(guī)劃成本管理............................................................................................................577
3.12 估算成本.....................................................................................................................577
3.13 制定預(yù)算.....................................................................................................................578
3.14 規(guī)劃質(zhì)量管理............................................................................................................580
3.15 規(guī)劃資源管理............................................................................................................581
3.16 估算活動(dòng)資源............................................................................................................582
3.17 規(guī)劃溝通管理.............................................................................................................584
3.18 規(guī)劃風(fēng)險(xiǎn)管理............................................................................................................585
3.19 識(shí)別風(fēng)險(xiǎn).....................................................................................................................586
3.20 實(shí)施定性風(fēng)險(xiǎn)分析....................................................................................................588
3.21 實(shí)施定量風(fēng)險(xiǎn)分析....................................................................................................589
3.22 規(guī)劃風(fēng)險(xiǎn)應(yīng)對(duì)............................................................................................................590
3.23 規(guī)劃采購(gòu)管理............................................................................................................592
3.24 規(guī)劃相關(guān)方參與........................................................................................................594
4. 執(zhí)行過(guò)程組.......................................................................................................................595
4.1 指導(dǎo)與管理項(xiàng)目工作..................................................................................................597
4.2 管理項(xiàng)目知識(shí)..............................................................................................................598
4.3 管理質(zhì)量.......................................................................................................................599
4.4 獲取資源.......................................................................................................................601
4.5 建設(shè)團(tuán)隊(duì).......................................................................................................................602
4.6 管理團(tuán)隊(duì).......................................................................................................................604
4.7 管理溝通.......................................................................................................................605
4.8 實(shí)施風(fēng)險(xiǎn)應(yīng)對(duì)..............................................................................................................607
4.9 實(shí)施采購(gòu).......................................................................................................................608
4.10 管理相關(guān)方參與........................................................................................................610
5. 監(jiān)控過(guò)程組
....................................................................................................................613
5.1 監(jiān)控項(xiàng)目工作..............................................................................................................615
5.2 實(shí)施整體變更控制......................................................................................................616
5.3 確認(rèn)范圍.......................................................................................................................618
5.4 控制范圍.......................................................................................................................619
5.5 控制進(jìn)度.......................................................................................................................621
5.6 控制成本.......................................................................................................................622
5.7 控制質(zhì)量.......................................................................................................................624
5.8 控制資源.......................................................................................................................625
5.9 監(jiān)督溝通.......................................................................................................................627
5.10 監(jiān)督風(fēng)險(xiǎn).....................................................................................................................628
5.11 控制采購(gòu).....................................................................................................................629
5.12 監(jiān)督相關(guān)方參與........................................................................................................631
6. 收尾過(guò)程組......................................................................................................................633
6.1 結(jié)束項(xiàng)目或階段..........................................................................................................634
第三部分
附錄、術(shù)語(yǔ)表、索引
附錄 X1 第六版更新..............................................................................................................639
附錄 X2 第六版《PMBOK 指南》編審人員.....................................................................651
附錄 X3 敏捷型、迭代型、適應(yīng)型和混合型項(xiàng)目環(huán)境............................ ... ..........................665
附錄 X4 知識(shí)領(lǐng)域關(guān)鍵概念總結(jié)...........................................................................................673
附錄 X5 知識(shí)領(lǐng)域裁剪考慮因素總結(jié)...................................................................................679
附錄 X6 工具與技術(shù)...............................................................................................................685
術(shù)語(yǔ)表(英文排序)...............................................................................................................695
術(shù)語(yǔ)表(中文排序)...............................................................................................................718