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TheCompleTeprojeCTm anagemenToffiCeh andbookTHIRD EDITIONg erard m. h illThe Complete Project Management Office Handbook, Third EditionGerard M. HillInternational Standard Book Number-13: 978-1-4665-6631-6 (Hardback) 2014 by Taylor & Francis Group, LLC

CRC PressTaylor & Francis Group6000 Broken Sound Parkway NW, Suite 300Boca Raton, FL 33487-2742 2014 by Taylor & Francis Group, LLCCRC Press is an imprint of Taylor & Francis Group, an Informa businessNo claim to original U.S. Government worksPrinted on acid-free paperVersion Date: 20130723International Standard Book Number-13: 978-1-4665-6631-6 (Hardback)This book contains information obtained from authentic and highly regarded sources. Reasonable effortshave been made to publish reliable data and information, but the author and publisher cannot assumeresponsibility for the validity of all materials or the consequences of their use. The authors and publishershave attempted to trace the copyright holders of all material reproduced in this publication and apologize tocopyright holders if permission to publish in this form has not been obtained. If any copyright material hasnot been acknowledged please write and let us know so we may rectify in any future reprint.Except as permitted under U.S. Copyright Law, no part of this book may be reprinted, reproduced, transmitted, or utilized in any form by any electronic, mechanical, or other means, now known or hereafter invented,including photocopying, microfilming, and recording, or in any information storage or retrieval system,without written permission from the publishers.For permission to photocopy or use material electronically from this work, please access www.copyright.com (http://www.copyright.com/) or contact the Copyright Clearance Center, Inc. (CCC), 222 RosewoodDrive, Danvers, MA 01923, 978-750-8400. CCC is a not-for-profit organization that provides licenses andregistration for a variety of users. For organizations that have been granted a photocopy license by the CCC,a separate system of payment has been arranged.Trademark Notice: Product or corporate names may be trademarks or registered trademarks, and are usedonly for identification and explanation without intent to infringe.Library of Congress Cataloging‑in‑Publication DataHill, Gerard M.The complete project management office handbook / Gerard M. Hill. -- Third edition.pages cm. -- (ESI international project management series)Includes bibliographical references and index.ISBN 978-1-4665-6631-6 (hardcover : alk. paper) 1. Project management--Handbooks,manuals, etc. I. Title.HD69.P75H54 2014658.4’04--dc232013027685Visit the Taylor & Francis Web site athttp://www.taylorandfrancis.comand the CRC Press Web site athttp://www.crcpress.comThe Complete Project Management Office Handbook, Third EditionGerard M. HillInternational Standard Book Number-13: 978-1-4665-6631-6 (Hardback) 2014 by Taylor & Francis Group, LLC

.xxiSection I  Practice Management1 Project Management Methodology.3Project Environment Interface Concepts.5Business Environment Interface Concepts.5Project Management Methodology Activities across the PMOContinuum. 6Project Management Methodology Function Model.8Establish Basis for Project Management Methodology.8Convene Methodology Development Team.9Prepare Methodology Deployment Strategy.10Examine Current Practices.19Develop Methodology Solution.22Identify Methodology Components.23Design Life Cycle Processes.25Develop Project Management Practices.31Introduce Methodology Platform.33Conduct Methodology Implementation.35Plan Methodology Implementation.35Plan Project Transition.39Conduct Methodology Training and Implementation. 42Manage Methodology Maturity.43Evaluate Methodology Implementation.43Analyze Methodology Performance. 44Manage Methodology Maintenance.45Postscript for the Smaller PMO. 46The Complete Project Management Office Handbook, Third EditionGerard M. HillInternational Standard Book Number-13: 978-1-4665-6631-6 (Hardback) 2014 by Taylor & Francis Group, LLCv

vi ContentsEstablish Simple, Critical Processes for Project Management.47Gain Increased Support for Process Expansion.47Expand and Incorporate Technical and Business Processes.482 Project Management Tools.51Project Environment Interface Concepts.52Business Environment Interface Concepts.54Project Management Tools Activities across the PMO Continuum.56Project Management Tools Function Model.58Select Project Management Tools.58Identify the Need for Project Management Tools.59Examine General Types of Project Management Tools.60Assess Specific Project Management Tools.62Acquire Project Management Tools. 64Implement Project Management Tools.65Plan Tool Implementation.65Plan Tool Transition. 66Conduct Tool User Training. 66Conduct Tool Implementation.67Evaluate Tool Performance.67Identify and Resolve Utilization Problems.68Identify and Resolve Functional Problems.68Assess Overall Tool Effectiveness.69Postscript for the Smaller PMO.693 Standards and Metrics.71Project Environment Interface Concepts.72Business Environment Interface Concepts.73Standards and Metrics Activities across the PMO Continuum.74Standards and Metrics Function Model.76Implement Project Management Standards.76Examine Standards Sources. 77Identify Applicable Standards.80Introduce Preferred Standards.82Conduct Benchmarking. 84Determine Project Metrics Requirements.86Identify Process Management and Improvement Metrics.87Identify Project Performance Metrics.89Identify Business Management Metrics.92Introduce and Use Project Metrics.94Establish Metrics Measurement Plan.94Compare Metrics Performance.95Establish Corrective Actions.95Postscript for the Smaller PMO.96The Complete Project Management Office Handbook, Third EditionGerard M. HillInternational Standard Book Number-13: 978-1-4665-6631-6 (Hardback) 2014 by Taylor & Francis Group, LLC

Contents vii4 Project Knowledge Management.99Project Environment Interface Concepts.100Business Environment Interface Concepts.101Project Knowledge Management Activities across the PMOContinuum. 102Project Knowledge Management Function Model.102Establish Knowledge Management Framework.104Information Management.105Document Management.108Process Management. 110Collaboration Management. 111Project Archive and Reference Library Management. 114Introduce Knowledge Management System. 117Conduct Installation and Establish Connectivity. 117Perform Function and Feature Customization. 117Introduce Project Knowledge Management Content.120Implement Knowledge Management System.121Develop PMIS.121Develop Executive Dashboard.130Construct Project Management Library.131Implement Online Project Collaboration.132Implement Other Knowledge Management Tools.134Postscript for the Smaller PMO.135Section II Infrastructure Management5 Project Governance.139Project Environment Interface Concepts.140Business Environment Interface Concepts. 141Project Governance Activities across the PMO Continuum.142Project Governance Function Model.144Prepare and Maintain PMO Charter.144Define Business Purpose.146Specify Organizational Alignment.148Highlight Functional Responsibility.148Specify PMO Authority.149Identify PMO Funding.150Develop Project Management Policies.150Evaluate Policy Needs. 151Demonstrate Senior Management Support. 151Prepare Policy Guidance. 152Develop Project Classification Guidance.154Examine Project Classification Purpose.154The Complete Project Management Office Handbook, Third EditionGerard M. HillInternational Standard Book Number-13: 978-1-4665-6631-6 (Hardback) 2014 by Taylor & Francis Group, LLC

viii ContentsIdentify Project Classification Criteria.154Implement Project Classification Guidance. 157Establish Project Manager Authority. 157Establish Executive Control Board. 159Determine Executive Oversight Requirements.160Set Control Board Parameters. 161Prepare Control Board Operating Procedures.162Align Business and Technical Committees.163Postscript for the Smaller PMO.1646 Assessment.167Project Environment Interface Concepts.168Business Environment Interface Concepts.168Assessment Activities across the PMO Continuum.169Assessment Function Model.171Conduct Competency Assessments.171Identify Competency Assessments.172Perform Competency Assessments.173Implement Competency Improvement Plans. 174Conduct Capability Assessments.175Identify Capability Assessments.175Perform Capability Assessments.177Implement Capability Improvement Plans.179Conduct Maturity Assessments.180Identify Maturity Assessments. 181Perform Maturity Assessments.182Implement Maturity Advancement Plans.184Postscript for the Smaller PMO.1857 Organization and Structure.187Project Environment Interface Concepts.188Business Environment Interface Concepts.188Organization and Structure Activities across the PMO Continuum.188Organization and Structure Function Model.189Set Up the PMO Structure. 191Identify Staff Needs for PMO Functions.192Introduce PMO Staff.195Analyze and Establish PMO Relationships.196Establish Project Team Structure.198Specify Project Team and PMO Relationship.198Define Standard Project Team Structure.202Define Extended Project Team Alignment.205Develop Stakeholder Participation. 208Manage Internal Project Team Stakeholders.209The Complete Project Management Office Handbook, Third EditionGerard M. HillInternational Standard Book Number-13: 978-1-4665-6631-6 (Hardback) 2014 by Taylor & Francis Group, LLC

Contents ixManage Internal Oversight Stakeholders.210Manage Internal-Support Stakeholders. 211Manage Customer Stakeholders.212Manage Vendor/Contractor Stakeholders. 214Manage Other Project Stakeholders. 215Postscript for the Smaller PMO.2168 Facilities and Equipment Support.219Project Environment Interface Concepts. 220Business Environment Interface Concepts.221Facilities and Equipment Support Activities across the PMO Continuum. 221Facilities and Equipment Support Function Model.223Establish Project Team Requirements.224Establish Work Space Requirements.224Establish Equipment Requirements. 226Manage Project Facilities.229Manage Facility Acquisition Options.230Monitor Facility Utilization.232Monitor Facility Disposition. 234Manage Project Equipment.236Manage Equipment Acquisition.236Manage Equipment Assignments.238Manage Equipment Disposition.240Postscript for the Smaller PMO.241Section III Resource Integration9 Resource Management.245Project Environment Interface Concepts. 246Business Environment Interface Concepts. 246Resource Management Activities across the PMO Continuum.247Resource Management Function Model.249Acquire Project Resources.249Identify Resource Providers.251Establish Resource Requirements.253Fulfill Resource Requests.254Assign Project Resources.255Prepare Resource Assignment Notifications.255Obtain Individual Resource Commitments.256Introduce Resources to the Project Team.256Deploy Project Resources.256Perform Deployment Administration.257Identify and Arrange Relevant Training.259Monitor Travel Arrangements. 260The Complete Project Management Office Handbook, Third EditionGerard M. HillInternational Standard Book Number-13: 978-1-4665-6631-6 (Hardback) 2014 by Taylor & Francis Group, LLC