Tài liệu Excel 2007 for Project Managers P1 docx

Wiley Publishing, Inc.

Microsoft

®

Office

Excel

®

2007

for Project Managers

Kim Heldman
William Heldman

47178book.book Page iii Wednesday, December 6, 2006 10:10 AM

47178book.book Page ii Wednesday, December 6, 2006 10:10 AM

Microsoft

®

Office

Excel

®

2007

for Project Managers

47178book.book Page i Wednesday, December 6, 2006 10:10 AM

47178book.book Page ii Wednesday, December 6, 2006 10:10 AM

Wiley Publishing, Inc.

Microsoft

®

Office

Excel

®

2007

for Project Managers

Kim Heldman
William Heldman

47178book.book Page iii Wednesday, December 6, 2006 10:10 AM

Acquisitions Editor: Maureen Adams
Development Editors: Maureen Adams and Tom Cirtin
Technical Editor: Vanessa L. Williams
Production Editor: Sarah Groff-Palermo
Copy Editor: Judy Flynn
Production Manager: Tim Tate
Vice President and Executive Group Publisher: Richard Swadley
Vice President and Executive Publisher: Joseph B. Wikert
Vice President and Publisher: Neil Edde
Book Designer: Judy Fung
Compositor: Laurie Stewart, Happenstance Type-O-Rama
Proofreader: Ian Golder
Indexer: Ted Laux
Anniversary Logo Design: Richard Pacifico
Cover Designer: Archer Design
Copyright © 2007 by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-0-470-04717-9
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Acknowledgments

We’d like to thank all the people who helped make this book possible. Writing a book meets
the definition of a project, and as with most projects, it takes the dedication and hard work
of many team members to bring it to a successful conclusion.
Thank you to Maureen Adams, our acquisitions editor, for suggesting this book and for
asking us to write it. It’s always a delight to work with her. We’ll miss her and we wish her well
in her new endeavors.
Thanks also to Vanessa Williams, our technical editor, for checking and rechecking the
Excel and MOSS references. Her suggestions were invaluable and helped make some of our
examples even better.
Thanks to Sarah Groff-Palermo and Judy Flynn, our production editor and copyeditor,
respectively, who are experts at quality assurance! We appreciate their thoroughness and eye
for detail.
There are many others behind the scenes at Sybex who also worked hard to make this
book the best product it could be. Thanks to Laurie Stewart and Ian Golder. We also want
to thank the book distributors and merchants for getting our books on the shelves and into
your hands.
Another big thanks goes to all of the instructors and consultants out there who’ve used Kim’s
other project management books for classroom and corporate instruction—Terri Wagner and
Claudia Baca in particular.
Most of all, thanks to you, our readers, for buying this book. We hope you find it helpful
for managing your next project.

47178book.book Page v Wednesday, December 6, 2006 10:10 AM

About the Authors

Kim Heldman, the chief information officer for the Colorado Department of Natural Resources,
has more than 16 years of project management experience in the information technology field.
She’s managed small, medium, and large projects over the course of her career and shares her
breadth of experience and knowledge in her books through examples, stories, and tips.

Kim is the best-selling author of several other project management books, including

PMP
Project Management Professional Study Guide, Third Edition

(Sybex, 2005);

Project Manager’s
Spotlight on Risk Management

(Sybex, 2005); and

Project Management JumpStart

(Sybex,
2005). You can learn more about Kim at her website:

KimHeldman.com.

Bill Heldman is a computer technology instructor at a Career and Technical Education
(CTE) high school in Lakewood, Colorado, where he teaches 11th- and 12th-graders on a
variety of topics, including programming (application and game), networks, A+, project
management, security, databases, and TCP/IP. Bill has 20 years of experience in the computer
technology field, starting with mainframe computing and working through programming,
networks, and enterprise application software. He has worked as a technician, supervisor,
and mid-manager in both public and private-sector information technology organizations.
Bill has written numerous certification study guides for Sybex. He is also a frequent con-
tributor to

Microsoft Certified Professional (MCP) Magazine

and its cousin,

Redmond Mag-
azine

, as well as

Windows IT Pro

magazine. You can learn more about Bill at his website:

BillHeldman.com

. You can view his class outline along with other academic information
at

www.ctfp.org

.

47178book.book Page vi Wednesday, December 6, 2006 10:10 AM

Contents at a Glance

Introduction xiii

Chapter 1

Establishing Project Management Fundamentals 1

Chapter 2

Establishing Excel and Office 2007 SharePoint
Server Fundamentals 23

Chapter 3

Initiating the Project 49

Chapter 4

Determining Project Requirements 81

Chapter 5

Planning and Acquiring Resources 119

Chapter 6

Assessing and Tracking Risk 149

Chapter 7

Quality Management 177

Chapter 8

Constructing the Project Schedule and Budget 211

Chapter 9

Establishing Change Control Processes 245

Chapter 10

Controlling Project Outcomes and Archiving
Documents 275

Appendix A

Excel Function Junction 303

Index 335

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Contents

Introduction xiii

Chapter 1 Establishing Project Management Fundamentals 1

Project Management Institute 2
What Is a Project? 3
Projects versus Ongoing Operations 3
How Projects Come About 5
Overview of the Project Process Groups 6
Key Project Management Skills 10
Project Management Maturity 11

Leadership Skills 12
Communicating Successfully 13
Negotiating and Problem-Solving Skills 16
General Management Skills 17
Organizing Time and Information 19
Professional Responsibility 22

Chapter 2 Establishing Excel and Office 2007 SharePoint
Server Fundamentals 23

Using Excel and SharePoint to Manage Projects 24
How Excel 2007 and MOSS Support Project
Management Processes 29
Excel Is a One-Stop Environment For Project Documents 32
SharePoint Services 32
Office 2007 33
Excel 2007 and Office SharePoint Server 2007 34
Creating a Document Repository 37
Setting Up MOSS Page Forms 40
Embedded MOSS Form Links 42
Populating MOSS with Documentation 46
Notifying Users of Document Availability 46

Chapter 3 Initiating the Project 49

Establishing a Project Initiation Process 50
Components of the Initiating Process 51
The Elements of a Project Request Form 51
Establishing the Business Justification 54
Creating the Project Request Form using Excel 56

Publishing the Project Request Form 57

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Contents

ix

Project Selection Criteria 65
Creating a Project Request Tracking Log 71
Identifying Stakeholders 72
The Role of the Project Sponsor 72
Key Stakeholders 73
Documenting Key Stakeholders 74
Defining Project Goals and Creating the Project Charter 75
Principles of Goal Setting 75
Project Charter Elements 76
Obtaining Approval 79

Chapter 4 Determining Project Requirements 81

Creating the Project Scope Statement 82
Essential Elements of the Project Scope Statement 84
Determining Deliverables and Acceptance Criteria 84
Documenting Requirements 87
Remaining Scope Statement Elements 94
Creating the Communication Plan 100
Determining Communication Needs 101
Improving Project Communication with SharePoint
and the MOSS 102

Reporting and Tracking Project Progress 104
Status Reporting 104
Creating Reporting Templates with MS Excel 105
Action Item Log 109
Issues Log 115

Chapter 5 Planning and Acquiring Resources 119

Establishing the Project Team 120
Team Member Recruitment 120
Stages of Team Development 122
Performing a Skills Assessment 124
Documenting Roles and Responsibilities 126
Creating a Project Organizational Chart 128
Motivating Teams 131
Adding Team Members to MOSS 135
Contact List Update 140
Procuring Materials, Supplies, and Equipment 142
Creating a Materials List 143
Make-or-Buy Analysis 144
Soliciting Bids and Proposals 145
Selecting a Winner 145
Managing Vendors 147

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