《项目管理沟通工具箱》

TheProjectManagementCommunicationsToolkitForalistingofrecenttitlesintheArtechHouseEffectiveProjectManagementLibrary,turntothebackofthisbook.DISCLAIMEROFWARRANTYThetechnicaldescriptions,procedures,andcomputerprogramsinthisbookhavebeendevelopedwiththegreatestofcareandtheyhavebeenusefultotheauthorinabroadrangeofapplications;however,theyareprovidedasis,withoutwarrantyofanykind.ArtechHouse,Inc.andtheauthorandeditorsofthebooktitledTheProjectManagementCommu-nicationsToolkitmakenowarranties,expressedorimplied,thattheequations,programs,andproceduresinthisbookoritsassociatedsoftwarearefreeoferror,orareconsistentwithanyparticularstandardofmerchantability,orwillmeetyourrequirementsforanyparticularapplication.Theyshouldnotberelieduponforsolvingaproblemwhoseincor-rectsolutioncouldresultininjurytoapersonorlossofproperty.Anyuseoftheprogramsorproceduresinsuchamannerisattheuser’sownrisk.Theeditors,author,andpublisherdisclaimallliabilityfordirect,incidental,orconsequentdamagesresultingfromuseoftheprogramsorproceduresinthisbookortheassociatedsoftware.TheProjectManagementCommunicationsToolkitCarlPritchardArtechHouse,Inc.BostonLondon–(ArtechHouseprojectmanagementlibrary)ISBN1-58053-747-2(alk.paper)1.Managementinformationsystems.2.Projectmanagement.I.TitleII.Series.T58.6.P7362004658.4’038–dc222004041033BritishLibraryCataloguinginPublicationDataPritchard,CarlTheprojectmanagementcommunicationstoolkit1.Communicationinmanagement2.ProjectmanagementI.Title658.4’5ISBN1-58053-747-2CoverdesignbyIgorValdman©2004ARTECHHOUSE,INC.685CantonStreetNorwood,MA02062Allrightsreserved.PrintedandboundintheUnitedStatesofAmerica.Nopartofthisbookmaybereproducedorutilizedinanyformorbyanymeans,electronicormechanical,includ-ingphotocopying,recording,orbyanyinformationstorageandretrievalsystem,withoutpermissioninwritingfromthepublisher.Alltermsmentionedinthisbookthatareknowntobetrademarksorservicemarkshavebeenappropriatelycapitalized.ArtechHousecannotattesttotheaccuracyofthisinforma-tion.Useofaterminthisbookshouldnotberegardedasaffectingthevalidityofanytrade-markorservicemark.InternationalStandardBookNumber:1-58053-747-210987654321ContentsPrefaceixCHAPTER1TheNatureofProjectCommunications1TheRoleoftheProjectManagerinCommunications3CommonCommunicationsProblemsandtheCommunicationsModel4SelectingtheRightTools6References7CHAPTER2ProjectCommunicationsTechnologyandMedia9Computer-BasedTechnology9AudioTechnologies12VideoTechnologies14TraditionalWrittenCommunicationsMedia16TraditionalVerbalCommunicationsMedia17OtherMedia21Conclusion21CHAPTER3CommunicationToolsintheInitiatingProcesses23Approvals23BusinessCase25BusinessJustification27CostCase29CostEstimate31CustomerRequirements33FeasibilityAnalysis37Forecasts40ImpactAnalysis43MissionStatement45OrganizationChart46PressKits48PressRelease49ProjectCharter50ProjectProposal52ProjectRequest53vQualityPolicy54RiskModels56ScopeStatement58StakeholderAnalysis59StatementofWork62SystemRequirements64Conclusion66References66CHAPTER4CommunicationsToolsinthePlanningProcesses67Blueprints/Schematics67Budgets68ChangeControlPlan70CommunicationsPlan73ComprehensiveTestPlan75CostBaseline77DataFlowDiagrams78DesignSpecifications79DevelopmentPlan:Personal/Individual81DevelopmentPlan:Strategic83DocumentControlPlan84GoalsandObjectives85HelpDeskProcedures87HumanResourcePlan89IntegratedChangeControlProcedures90IssueManagementPlan91KickoffMeetingAgenda93MilestoneList96PerformanceBaseline97ProjectCustomerPresentations98ProjectPlan100ProjectSchedule102QualityManagementPlan104QualityMetrics106ResourcesPlan107ResponsibilityMatrix108RiskManagementPlan110RiskMitigationPlan(RiskResponsePlan)113ScheduleBaseline114ScheduleManagementPlan115ScopeDocument116ScopeManagementPlan118TaskList119TeamCharter121TestingPlan122viContentsWorkBreakdownStructure124Conclusion126References126CHAPTER5CommunicationsToolsintheExecutingProcesses127AcceptanceTestPlanResults127ActionItemRegister129ChangeControlForm130ChangeControlRecord132ChangeRequestsandtheChangeRequestLog132DataDictionaries134EffortStatement135E-Mail/E-MailProtocol135GanttChart137Memoranda138PlanningMeetingAgenda139Presentations141ProblemResolution143Prototype144RiskAssessmentForm145RiskLog147TechnicalDocuments148TelephoneLogs149WorkResults150Conclusion151Reference152CHAPTER6CommunicationsToolsintheControllingProcesses153ControlBook153DashboardReport155EarnedValueAnalysis156IssuesList159MeetingMinutes160PerformanceReports162ProgressReport163RecoveryPlan169RYGTool171StatusMeetingAgenda172StatusReports174SummaryReports175TeamReport177VarianceReport179Conclusion180Reference180ContentsviiCHAPTER7CommunicationsToolsintheClosingProcesses181As-BuiltDrawings181CloseoutMeetingAgenda/KeyReviewMeetingAgenda182FinalReport185FinalVarianceAnalysis187FormalAcceptanceDocument188LessonsLearnedReport189PhaseCloseouts191ProjectArchives192UserAcceptanceDocuments193Conclusion195CHAPTER8Implement