Cagle R.B. - Blueprint for Project Recovery[c] A Project Management Guide (2003)(en)

Blueprint for Project Recovery— A Project

Management Guide
		Y
	L
	F
	M
A
Ronald B. Cagle
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AMACOM

Blueprint for

PROJECT

RECOVERY—

A Project

Management Guide

This Page Intentionally Left Blank

Blueprint for

PROJECT

RECOVERY—

A Project

Management Guide

The Complete Process for Getting Derailed Projects Back on Track

Ronald B. Cagle

American Management Association

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This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

Various names used by companies to distinguish their software and other products can be claimed as trademarks. AMACOM uses such names throughout this book for editorial purposes only, with no intention of trademark violation. All such software or product names are in initial capital letters or ALL CAPITAL letters. Individual companies should be contacted for complete information regarding trademarks and registration. A list of these trademarks can be found on page 273 following the bibliography.

Library of Congress Cataloging-in-Publication Data

Cagle, Ronald B.

Blueprint for project recovery : a project management guide : the complete process for getting derailed projects back on track / Ronald B. Cagle.

p. cm.

Includes bibliographical references and index. ISBN 0-8144-0766-8 (hardcover)

1. Project management. I. Title.

HD69.P75 C345 2003
658.4 04—dc21	2002011733

2003 Ronald B. Cagle All rights reserved.

Printed in the United States of America.

Although this publication is subject to copyright, permission is granted free of charge to reproduce the forms that are required by each user and to print and use pages from the enclosed CD-ROM. Only the original purchaser may make copies. Under no circumstances is permission granted to sell or distribute on a commercial basis material reproduced from this publication.

Except as provided above, this publication may not be reproduced, stored in a retrieval system, or transmitted in whole or in part, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of AMACOM, a division of American Management Association, 1601 Broadway, New York, NY 10019.

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TABLE OF CONTENTS

PREFACE		xiii
ACKNOWLEDGMENTS		xvii
CHAPTER 1
GETTING STARTED		1
1.1	General	3
1.2	Requirements	7
1.3	The Search Methodology	7
CHAPTER 2
CHECKING PROGRAMMATIC PERFORMANCE		9
2.1	General	9
2.2	Programmatic Performance Checklist	9
2.3	Programmatic Explanations	10
CHAPTER 3
CHECKING TECHNICAL PERFORMANCE		38
3.1	General	38
3.2	Technical Performance Checklist	38
3.3	Technical Explanations	41

v

vi	T A B L E O F C O N T E N T S
CHAPTER 4
RECOVERING FROM PROGRAMMATIC PROBLEMS		56
4.1	General	56
4.2	Programmatic Recovery Checklist	56
4.3	Programmatic Recovery Cause Descriptions	58
CHAPTER 5
RECOVERING FROM TECHNICAL PROBLEMS		109
5.1	General	109
5.2	Technical Search Tables	109
5.3	Technical Recovery Cause Descriptions	112
CHAPTER 6
EXPANDING THE CAUSE BASE FOR YOUR PROJECT		156
6.1	General	157
6.2	Brainstorming	158
6.3	Researching Appropriate Benchmarks	160
6.4	Researching the Processes	161
6.4.1	Standard Processes	161
6.4.2	Customer Processes	162
6.4.3	Enterprise Processes	162
6.4.4	Project/Program Processes	162
CHAPTER 7
GROUPING THE CAUSES FOR ACTION		165
7.1	General	165
7.2	Ordering Techniques	165
7.2.1	85:15 Rule	166
7.2.2	Cause and Effect Diagram	167
7.2.3	Affinity Diagrams	171
7.2.4	Relationship Diagrams	173
7.3	Interrelationships of Causes	176

T A B L E	O F C O N T E N T S	vii
CHAPTER 8
SELECTING THE BEST OF THE BEST		177
8.1	General	177
8.2	Evaluation Techniques	178
8.2.1	Pareto Analysis	178
8.2.2	Force Field Analysis	180
8.2.3	Failure Mode Effect Analysis (FMEA)	182
8.2.4	Monte Carlo Simulation	184
8.3	Eliminating Holes and Overlaps	186
8.4	Choosing the Causes	187
CHAPTER 9
IMPLEMENTING THE TAILORED CHANGES		188
9.1	General	188
9.2	Implementation Techniques	188
9.2.1	Slipping in the Fix	189
9.2.2	Creating ‘‘On-Ramps’’	189
9.2.3	‘‘Dumping’’ the Fix	190
9.3	Selecting Your Technique	190
CHAPTER 10
CONCLUDING		191
10.1	General	191
10.2	The Concluding Process	192
10.2.1	Quantum Improvement	192
10.2.2	Documentation	193
10.3	Data Trail	195
10.4	Modifying Methods	196
CHAPTER 11
USING THE COMPACT DISK (CD)		197
11.1	General	197
11.2	Loading	198
11.3	Using the Tables	198
11.4	Using the Attachments	198

viii	T A B L E	O F C O N T E N T S
SUMMARY		199
GLOSSARY		203
ATTACHMENTS		217
1	Standard Program Plan Outline	219
2	Standard Technical Plan Outline	223
3	Risk Mitigation Plan	227
4	Contract/Subcontract Outline	231
5	Configuration Management Plan Outline	234
6	Quality Assurance Plan Outline	237
7	Requirements Traceability Matrix	241
8	Requirements Flow-Down Matrix	245
9	Data Delivery Matrix	247
10	Capability Matrix	249
11	Policy-to-Plan Trail	251
12	Experience Window	253
13	Standards Traceability Matrix	255
14	Vendor Evaluation Process	258
15	Design Review Approval Form	263
16	In-Process Review Approval Form	265
17	Negotiation Checklist	267
18	Critical Success Factor (CSF) Matrix	269
BIBLIOGRAPHY		271

FIGURES

Figure 1-1	Project/Program Environment	2
Figure 1-2	Project/Program Requirements Control
	Relationships	4
Figure 1-3	Documentation Interrelationships	5
Figure 2-1	Vendor Evaluation Sheet	32
Figure 4-1	Vendor Evaluation Sheet	93
Figure 5-1	Requirements Allocation	123
Figure 5-2	Design Review Approval Form	128
Figure 5-3	In-Process Review Approval Form	130
Figure 7-1	Fishbone Diagram	168
Figure 7-2	Tree Diagram	169
Figure 7-3	Affinity Diagram	172
Figure 7-4	Relationship Diagram	174
Figure 8-1	Pareto Analysis: Raw Data	179
Figure 8-2	Pareto Analysis: Ordered Data	179
Figure 8-3	Force Field Schematic	181
Figure 10-1	A Typical Traditional Library	194
Figure 10-2	Schematic of an Electronic Library	195
Figure A3-1	Risk Mitigation Form	228
Figure A13-1 Policy-to-Program Plan to Support Document Flow		257
Figure A14-1 Vendor Evaluation Sheet		260
Figure A14-2 Vendor Evaluation Summary		261
Figure A14-3 Vendor Selection Summary Score Sheet		262
Figure A15-1 Design Review Approval Form		264
Figure A16-1 In-Process Review Approval Form		266

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