导图社区 项目经理管理主视图
新手项目经理指引,从0到职场老手必看。项目管理是对一些成功地达成一系列目标相关的活动(譬如任务)的整体监测和管控。这包括策划、进度计划和维护组成项目的活动的进展。项目经理上手须知:职责类型,管理过程,工作内容,相关系统。助力你的工作更上一层楼!喜欢的朋友赶快收藏起来。
编辑于2019-10-22 05:14:04项目经理管理范围图
Project master map 项目经理经过对项目管理范围图中得每个阶段得工作按排和任务完成实现项目得可管理性和可跟踪性。 通过对本图涉及得内容得工作操作和完善进一步让项目经理明确从管理角度出发,项目工作应该如何开展,任务该如何划分,每个任务应该获得何种工作成果以及成果得具体要求。 管理人员: 项目管理: 部门管理:
启动和计划阶段
Initiation & planning phase
项目定义
Project Definition
项目信息
Project info
项目名称:
Project name:
开始日期
Start Date:
结束日期
End Date:
项目成功的定义
Success definition
项目成功的定义
Success definition
该项目对实现公司整 体目标起到的作用
Value project provides towards company goals
该项目对实现公司整 体目标起到的作用
Value project provides towards company goals
项目里程碑
Milestones 里程碑是项目管理和项目执行调整的依据。 公司管理人员:从里程碑角度分析项目的任意和安排以及通盘考虑所有项目时间和进度安排。 调整顺序程序。 该内容在项目启动和计划阶段由项目经理提出,之后上报到公司(部门->中心->公司)。 本部分内容需要经过至少三次修改和调整 首先由项目经理提出。 部门根据部门的项目安排进行的一次调整和修改。 在中心层面根据相关项目的进展和要求提出第二次调整和修改的要求 在公司层面根据市场和战略规划提出的第三次调整意见。 过程(步骤) 单位 意见重点 时机 说明 1 项目经理 -- 立项时 提交原始定义 2 公司 1、里程碑是否够 2、里程碑时间点 第一时间 3 中心 1、里程碑
里程碑:
Milestone:
交付日期
Due date:
资源要求:
Requirements:
提交的成果
Deliverable:
完成的标准
Criteria for success:
检查日期
Review date:
其它文件
Other documents
项目章程文件
Charter documentation
需求文件
Requirements documentation
设计文件
Design documentation
风险评估
Risk Assessment
涉众满意度定义
Stakeholder Satisfaction
提示:分析需要 考虑的情况
"What-if" scenarios: Prompt
预算的考虑
Consider BUDGET
超出预算
Going over budget
导致...
Will result in...
必须得到更多的钱
Having to get more money
必须重新组织预算
Having to reorganize budget
根据范围的变化调整预算
Adjusting budget due to scope change
根据资源的变化调整预算
Adjusting budget due to resources change
范围的考虑
Consider SCOPE
范围(需求)变化
Changing scope
扩大范围 (需求扩充)
Increasing scope
缩小范围 (需求缩减)
Decreasing scope
改变方向
Changing direction
时间上的考虑
Consider TIMELINES
延期
Extending deadlines
提前
Hurrying deadlines
由于某个项目组件问题 修改最后期限
Changing deadlines for certain project components
根据范围的变化 调整日程表
Adjusting schedule due to scope change
根据资源的变化 调整日程表
Adjusting timelines due to resource change
资源的考虑
Consider RESOURCES
流失的资源
Losing resources
不合格的资源
Having to replace resources
缺乏的资源
Running short on resources
涉众满意度
Stakeholder Satisfaction
项目信息
Project InfoProject Info:
项目名称:
Project Name:
链接到项目定义图:
Link to Project Definition map:
涉众
Stakeholder:
头衔/职位:
Title:
组织/部门/单位:
Organization:
重要性/影响力:
Importance:
联系方式
Contact information:
E-mail: 电子邮箱
Phone: 电话号码
对项目成功定义:
Project success definition:
如此定义的理由:
Reason for such definition:
最关心的里程碑:
Most important milestones:
为了项目成功 可以牺牲:
If necessary, sacrifice:
成本:
Budget:
时间:
Time:
范围
Scope:
衡量项目成功的标准:
Project met success standards:
最小范围
Within scope:
最短时间
Within time:
最低成本:
Within budget:
子课题:
Subtopic:
满意度总结:
Summary
什么情况是做的很好?:
What went well?:
什么情况是可以做到更好:
What could have gone better?:
最低要求是什么?:
What was the lowest point?:
最高标准是什么?:
What was the highest point?:
将来的教训:
Lessons for the future:
沟通途径
Communication Paths
项目信息
Project Info
项目名称:
Project name:
项目定义图:
Project Definition map:
程序性工作 沟通途径
Everyday communication paths
问题类型
Type of question
第一负责人:
Main contact name
E-mail: 电子邮箱
Phone: 电话号码
抄送
Cc-ing
其它相关人员:
Secondary contact name
E-mail: 电子邮箱
Phone: 电话号码
特殊事件 沟通图径
Escalation path
争议
In case of an issue
争议的定义:
Definition of issue:
联系人
Contact name
E-mail: 电子邮箱
Phone: 电话号码
问题
In case of a problem
问题的定义
Definition of problem:
联系人
Contact name
E-mail: 电子邮箱
Office phone: 办公室电话
Mobile phone: 手机号码
Home phone: 宅电
突发事件
In case of an emergency
突发事件的定义:
Definition of emergency:
联系人
Contact name
E-mail: 电子邮箱
Office phone: 办公室电话
Mobile phone: 手机号码
Home phone: 宅电
Pager: 主页
风险评估
Risk Assessment
Brainstorm risks
风险分类:说明
Categories: description
E_外部风险
External risks
风险超出了项目和团队的控制
Risks that are beyond the control of both the project and organization
O_组织风险
Organizational risks
风险与一个企业的运作息息相关
Risks that are specifically related to the operation of a business enterprise
P_项目风险
Project risks
风险与项目的计划和交付有直接联系
Risks that are directly linked to the planning and delivery of the project
执行
Performance
管理
Management
质量
Quality
技术
Technology
风险分析
Risk Analysis
After you finished your brainstorm session, you can now categorize and analyze risks by dragging and dropping them onto the analysis branches.
风险:
Risk:
描述:
Description:
种类:
Category:
影响:
Impact:
严重程度:
Severity:
可能性:
Probability:
建议的解决方案
Proposed solutions:
工作分类结构(WBS)
Work Breakdown Structure
项目信息:
Project Info
项目名称:
Project Name:
项目定义:
Project Definition
阶段
Phase
任务
Task
进度表
Schedule
项目信息
Project Info
项目名称:
Project Name
链接到项目定义图:
Link to Project Definition map
报告名称和/或日期
Report name and/or date
链接到团队成员状态报告(输入):
Link to team member Status Report (input)
总结状态报告(输出):
Summary Status Report (output)
项目计划包含阶段
准备-PREPARATION
Perform feasibility study
Perform risk & impact assessment
Document business case
Document umbrella contract
Obtain interim funding
项目定义-PROJECT DEFINITION
Define Project
Document project definition report
Document project plan
Document quality plan
Document resource terms of reference
Project definition approved
Agree Contract
Document vendor/client contract
分析-ANALYSIS
Document high-level business requirements
Document high-level technology requirements
Document detailed business requirements
Document detailed technology requirements
设计-DESIGN
Document current state design
Define process model
Define organisational chart
Define location chart
Define data architecture
Define application architecture
Define technical architecture
Current state design approved
Document future state design
Define process model
Define organisational chart
Define location chart
Define data architecture
Define application architecture
Define technical architecture
Future state design approved
Perform detailed planning
Define organisational change strategy
Define development strategy
Define testing strategy
Define implementation strategy
Define acceptance strategy
Define operational support strategy
开发-DEVELOPMENT
Build IT Infrastructure
Build prototype
Design physical prototype
Build physical prototype
Test physical prototype
Implement prototype
Market and approve prototype
Prototype authorised
Build database
Develop database
Produce database design
Build database
Build database testing routines
Perform database unit testing
Develop data migration
Produce data migration design
Build data migration components
Build data migration testing routines
Perform data migration unit testing
Database development complete
Build application software
Design software configuration
Install and configure software components
Build software testing routines
Unit test software components
Software development complete
Build technology hardware
Design hardware configuration
Install and configure hardware components
Build hardware testing routines
Unit test hardware components
Hardware development complete
Build Business Infrastructure
Build business processes
Document detailed process model
Document detailed procedures
Unit test processes and procedures
Process development complete
Undertake communications
Document communications plan
Communicate organisational changes
Communicate system changes
Measure communications effectiveness
Communications plan implemented
Undertake training
Document training procedures & handbook
Perform organisational training / re-skilling
Measure training effectiveness
Traininng complete
Build physical locations
Produce physical location design
Purchase / build locations
Unit test locations
Location development complete
测试-TESTING
Build test packs and scripts
Perform system testing
Perform integration testing
Perform user acceptance testing
Perform regression testing
Review implementation readiness
执行-IMPLEMENTATION
Schedule implementation
Implement IT Infrastructure
Implement data migration
Perform data extraction routines
Perform data scrubbing & migration routines
Perform data loading routines
Check data validity
Implement application software
Distribute and install application software
Test installed application software
Implement technology hardware
Distribute and install technology hardware
Test installed technology hardware
Implement Business Infrastructure
Implement processes
Distribute process & procedural documentation
Check distribution complete
Implement organisational changes
Undertake actual org. changes
验收-ACCEPTANCE
Perform final user acceptance
Perform final operational acceptance
Signoff implementation completion
检查-REVIEW
Document post implementation review
结束-CLOSE-DOWN
Document project closedown report
Release resources
Perform contract close-out / change-over
维护-OPERATIONAL SUPPORT
Manage operational schedule (facilities)
Manage availability
Manage capacity
Manage performance
Manage backup and recovery
Manage disaster recovery
Manage against SLAs
Manage security
Manage data
Manage on-going training
Support solution (1st/2nd/3rd level)
预算
Budget
其他
Other
资源
Resources
团队成员列表
Team Member List
项目信息
Project Info
项目名称:
Project Name:
链接到项目定义图
Link to Project Definition map:
成员名称
Name
链接到个体图
Link to individual map
团队成员访谈表
Team Member Introductory and Exit Interview 项目经理填写对应员工的评价 员工填写自己的评价
在项目启动阶段项 目经理和团队成员填写这部分
PM and the Team Member fill out this side together at the beginning of the project.
Intro加入
你为什么要为这个项目工作?
Why do you want to work on this project?
你在什么情况下 不想为这个项目工作?
Why don't you want to work on this project?
你喜欢什么类型的管理方式
What kind of management style do you prefer?
你的角色
Your role
必备的技能
Expected skills
技能
Skill
项目任务
Project tasks
项目任务
Project task
提交成果
Deliverables
提交成果
Deliverable
对你可利用的资源
Resources available to you
资源
Resource
什么时候?怎么处理问题:
When and how to escalate problems
如果你不能提交成果 该如何处理:
If you don't deliver
一旦项目完成, 你喜欢什么类型的个人酬劳?:
What kind of personal reward would you like to see once the project is completed?
你的报酬:
Your reward
你怎么应对发生的问题?
How did you respond when problems arose?
交付成果
Delivered
在项目成本之内:
Within budget
在项目范围之内:
Within scope
在项目时间之内:
Within time
工作的失败处:
Failures
工作的成功处:
Successes
最不满意的事情:
Low point
最满意的事情:
High point
你是否有完成这个项目足够的技能?
Were your skills sufficient to complete the project?
以你的观点,项目管理中 优点和缺点分别是什么?
What in your opinion were the strengths and weaknesses of the management of the project?
就项目而言,是否满足你的期待?
Were your expectations for the project met?
在项目结束或者成员离开时, 项目经理和团队成员 一起和单独填写这部分, 一起对比填写的答案.
PM and the Team Member fill out this side at the end of the project, either together or separately, and compare the answers together.
Exit离开
项目资源
Project Resources
项目信息
Project Info
项目名称:
Project Name
链接到项目定义图:
Link to Project Definition map
硬件:
Hardware
打印机:
Printers
扫描仪:
Scanners
投影仪:
Projectors
电缆/网线:
Cords/cables
触摸屏和笔:
Dry-erase boards and pens
鼠标垫:
Cork boards
刻录光驱:
CD-burner
信封:
Envelopes
特殊纸:
Special paper
幻灯片:
Transparencies
高射投影仪:
Overhead projector
数码录像机DV:
Tape/Video recorder
笔记本:
Laptop
服务器:
Servers
数码相机:
Digital camera
每个团队成员硬件
Hardware per team members
团队成员名称
Team member's name
工作站:
Work station
操作系统:
OS
磁盘空间:
Disc space
内存:
RAM
中央处理器:
CPU
其他:
Other
笔记本:
Laptop
磁带录音机/录像器:
Tape/Video recorder
触摸屏和笔:
Dry-erase boards and pens
电缆和网线:
Cords/cables
软件
Software
服务器软件:
Server software
项目管理软件:
Project Management software
其他软件
Other software
其他:
Other
团队成员软件
Software per team member
团队成员名称
Team member's name
思想管理者版本:
MindManager version
思想管理者语言:
MindManager language edition
其他软件产品
Other software product
出差安排
Travel Arrangements
机票:
Airline tickets
租车:
Car rentals
宾馆:
Hotel reservations
公寓:
Apartment lease
正餐:
Formal dinner ideas
考虑问题
Physical Aspects
办公地点:
Office space
附加的住房/必须的小卧室:
Additional rooms/ cubicles required
附加的桌子/必须的椅子:
Additional desks/ chairs required
会议资源清单
Meeting Hardware Checklist
会议
Meeting
日期:
Date
时间:
Time
地点:
Place
投影仪:
Projector
笔记本:
Laptop
议程打印稿:
Agenda print-out
纸/笔:
Pen/Paper
触摸屏/笔:
Dry-erase board, pens
饮料:
Refreshments
其他:
Other
其他
Other
控制和执行阶段
Control & execution phase
状态报告列表
Status Report List 项目每周和每个阶段应该提交得工作总结
Project Report 项目报告
Project information 项目信息
Project name 项目名称:
Link to project (defining) map: 链接到项目定义图
Review of the plan 回顾计划
Goals reached 已经达到的目标
Goal 目标
Goal 目标
Goal 目标
Goals yet to be reached : 目前需要达到的目标
Goal 目标
Reason why it has not been achieved 为什么要达到的原因:
Goal 目标
Link to plan:链接到计划
Project completed 项目结束
Date of completion 结束时间:
Delivered by被谁交付:
Delivered to 交付到:
Budget Review 预算回顾
Have you abided by the budget, exceeded it or fallen short of it?: 你是能容忍这个预算,或是超出,或是减少?
Exceeded or remained under budget by %:超出或是保持在原预算的百分比
Reason 原因:
Link to budget 链接到预算
Conclusions 结论
Questions to consider 要考虑的问题:
Was/were...
the goal clearly defined? 这个目标被详细定义了吗?
the goal in agreement with your business goals? 这个目标和您公司的整体目标一致吗?
the criteria for success clear? 成功的标准
the project completed? 项目结束了吗?
the resources optimally utilized? 资源最优化了吗?
the communication plan clear and intelligible? 相关信息设计的清楚易懂吗?
a project manager present? 目前的项目经理?
the report's structure well defined? 报告的结构详细说明了吗?
Ways to...
abbreviate the project plan 项目计划的缩写
reduce costs 减少成本
reduce risks 减少风险
improve communication 改善信息
improve results 改善成效
What could have been performed better?什么可以完成的更好?
Conclusion 结论:
Further analysis 深一层的分析
Link to satisfaction evaluation 链接到满意度评估
Link to project definition 链接到项目定义
状态报告 (个人)
Status Report: (individual)
状态报告信息
Status report info
项目名称:
Project name
状态报告日期:
Status report date
准备为:
Prepared for
上周的工作
Last week's tasks
上周完成的工作
Task completed last week
状态:
Status
完成百分比:
Percentage complete
下周工作
Next week's tasks
下周计划的工作
Task planned for next week
目标:
Goal
建议
Issues
观点
Issue
描述:
Description
采取的行动
Action taken:
必须采取的额外行动:
Additional action required
责任人:
Person accountable
决议日期:
Date of resolution
变更
Changes
变化
Change
描述
Description:
原因
Reason:
完成日期:
Date of completion
是否被认可?
Approved?
项目信息
Project Info
项目名称:
Project Name
链接到项目定义图:
Link to Project Definition map
报告名称和/或日期
Report name and/or date
链接到团队成员状态报告(输入):
Link to team member Status Report (input)
总结状态报告(输出):
Summary Status Report (output)
必做清单
To do lists
清单
List
其他:
Other
结束阶段
Closing phase
项目评审
Project Audit
项目结项评审
Project Audit
项目信息
Project Info
项目名称:
Project Name:
链接到项目定义图:
Link to Project Definition map:
项目结束
Project closed on
结束日期:
Date closed
移交人:
Handed off by
移交至:
Handed off to
回顾项目进程
Review of the schedule
按时完成的 项目里程碑
Milestones met
里程碑
Milestone
未按时完成的 目里程碑
Milestones not met
项目里程碑
Milestone
不可预见的原因:
Reason not met
可链接项目进程
Link to Schedule
回顾预算
Review of the budget
是否满足、超出和节支预算?:
Did you meet, exceed, or beat the budget?
预算节支与超额比例:
Exceeded or beat by %
原因:
Reason
链接预算
Link to Budget
其它方面分析:
More analysis
链接到涉众满意度
Link to Stakeholder Satisfaction
链接到项目定义
Link to Project Definition
项目导图 模版管理
Customized MindManager template review
需要更新的模板
Templates to be updated
模板名称
Template name
原因:
Reason
需要删除的模板
Templates to be deleted
模板名称
Template name
原因:
Reason
建议更新的模板
Suggested new templates
模板名称
Template name
原因:
Reason
其他建议
Other ideas
其他建议:
Other ideas
经验教训
Lessons learned
考虑到问题
Questions to consider
是/否
Was/were the(re)
是否有明晰的目标定义?
goal clearly defined?
目标是否和商业目标一致?
goal consistent with your business objectives?
是否接受的成功标准?
success criteria understandable?
项目是否完成?
project completed?
资源是否被充分利用?
resources being used well?
交流计划是否清晰和广泛?
communication plan clear and comprehensive?
是否只有一个项目领导?
one project leader?
是否定义完好的报告结构?
reporting structure well-defined?
解决方法
Ways to
压缩项目进度表
shorten the project schedule
降低的成本
lower costs
降低风险
reduce risks
改进交流
improve communication
改进产品
improve the deliverable
哪些可能做的更好?
What could have been done better?
经验:
Lesson
培训
Training
培训
Training
培训主题
Training topics
概括的培训主题
General training topic
培训团队
Training Team
名字
Name
E-mail: 电子邮箱
Phone: 电话号码
需要接受培训的团队
Groups that need training
需要接受培训的团队
Group that needs training
培训的时间
Date of training:
培训者
Trainer:
培训方式:
Training medium
特别的培训主题
Special training topics::
主题
Topic
预算:
Budget
培训材料
Training materials
手册:
Manuals
成果:
Hand-outs
软件:
Software
其他:
Other:
培训反馈的问题
Training feedback questions
需要回答的问题
Question to be asked
其他
Other
所有阶段
All phases
会议地图目录:
Meeting map directory
目的:
Purpose
会议信息
Meeting information
日期:
Date
开始时间:
Time Start
结束时间:
Time End
地点:
Place
类型:
Type
远距离电话参会
Call-in distant participants
姓名
Name
电话号码:
Phone number
其他参会人
Other attendees
参会人
Attendee
E-mail电子邮件:
Phone电话:
议题
Topics
优先级!
Prioritize
议题可能导致行动条款
Topic might result in an action item
议题
Topic
时间分配:
Time allotment
解决方案:
Solution
行动列表
Action items
行动条款
Action item
责任人:
Person responsible
截至日期:
Deadline
Parking lot 停车场
细则:
Item
会议行程发布
Meeting map posted
发布日期:
Date posted by
发布时间:
Time posted by
地点:
Location
其他
Other
其他目录
Other category
其他
Other