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1、Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,1,项目管理Project Management项目管理课程介绍Jinan University 佟瑞,Clifford F.Gray/Erick W.larsonProject Management:The Managerial process,Session#1,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,2,Welcome to PM Course欢迎学习项目管理课程,Sep
2、.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,3,Contact Modes 联系方式,手机：E-Mail:,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,4,What I Expect of Myself 对我自己的期望,Facilitate lively and meaningful discussion.使课上讨论生动活泼，富有意义Focus activities around“real world”situations 注重实
3、际情况Provide constructive feedback.提供建设性的反馈。Meet your needs(as best I can).尽我所能满足大家的要求。,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,5,What I ask of You 老师对学生们的要求,Active participation 积极参与Open mindedness 开动脑筋Constructive dialog 建设性的对话Active listening 积极听讲Helping with keeping us(i.e
4、.“me”)on task&schedule 帮助我完成教学任务和进度 High-quality,graduate-level research 高质量，研究生水平的研究Professional writing 专业写作 Challenging yourself and me 挑战你和我Helping to make this class meaningful.帮助我使本课程富有意义。,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,6,PM Course Description 项目管理课程描述,This co
5、urse introduces specific managerial concepts and techniques useful in project management.Topics include:organizational structure;how to plan,begin,carry out,control and close project processes;and the relationship between projects and an organizations mission,objectives and goals.本课程介绍了用于项目管理当中一些特别的
6、管理概念和技术。题目包括：组织结构，如何做计划、如何开始、执行、控制及结束项目过程；以及项目与组织使命，目的和目标的关系等。,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,7,Everyone could be successful,PM should be a golden key that would bring you success,Your future success would depend on your behavior of doing something and the way of th
7、inking.Interpersonal relationship should be stressed wherever you go.IQ is important,but EQ is more important than IQ.(智商 Intelligence quotient,),Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,8,Learning Goals 学习目标,Upon the successful completion of this course,you will be able to:U
8、nderstand how projects and project management relate to the various functions of an organizational“enterprise”;Assess project feasibility and project plan completeness,procedures,and techniques;Apply basic project management concepts to business situations,including the“project life cycle”.成功地学完本课程后
9、，学生们将能够：1）了解项目和项目管理与组织企业中的各种职能的相关性。2）评估项目的可行性、项目计划的完整性以及项目程序和技术。3）应用项目管理的基本概念于具体商业情形中，包括项目生命周期等。,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,9,Assignments,Final Exam and Grading作业，最终考试和评分,Group Assignment 30 points 小组作业（Project plan）Class participation 课上参与-10Final Exam 最终考试 60
10、pointsTotal 100 points 总分,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,10,Group Assignment 小组作业,Develop a detailed project plan.This project plan should be representative of those in use in actual projects in your environments.You may pick a project of your own,using an actual or
11、 created situation.Your plan must include the core elements listed below,using conventional formats:制定一个详细的项目计划书该项目计划书应当能代表商业环境中具体的项目。你可以自己选择一个项目，用实际的或虚拟的。项目计划书一定包含如下的核心要素，按常规的格式去写。,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,11,Group Assignment 小组作业,For group assignment you wil
12、l create a detailed Work Breakdown Structure(WBS)for a project of your choice.The WBS should include an element dictionary that describes each element at least to level three.选定项目创立一个详细的WBS,至少要分三层。Your WBS project may involve any one of the following project types:WBS 项目可以包括如下类型的项目。,Sep.-Nov.2004 暨南
13、大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,12,Grading Criteria for Individual Assignments作业的评分标准,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,13,Assignment Specific Requirements作业的特别要求,Assignment Please submit it on the date of final exam by hardcopy and also e-mail me at t
14、he same time.请将打印好的作业在最终考试时交于老师，同时请将作业电子版发到我的电子信箱中。Length of Paper.A quality undergraduate-level research paper of this type should consist of between 5-8 typed,double spaced pages(not including title page,table of contents,or reference list)5-8页，空两格间距大学生水平质量的研究论文（不包括标题页，目录以及参考文献）Writing Style.Ameri
15、can Psychological Association(APA)recommended 推荐用美国心理协会的写作风格（APA格式）,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,14,Overview of Project Management 项目管理概要,TIME,COST,PERFORMANCE/TECHNOLOGY,RESOURCES,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,15,Overview of Pro
16、ject Management 项目管理概要,This figure is a pictorial representation of project management.该图是一种项目管理的图形解释The objective of the figure is to show that project management is designed to manage or control company resources on a given activity,within time,within cost,and within performance.这张图的目的是表明项目管理是在一定的
17、时间、成本、绩效下，针对给定的活动管理或控制公司资源。Time,cost,and performance are the constraints on the project.时间、成本、和绩效是项目的约束因素If the project is to be accomplished for an outside customer,then,project has a fourth constraint:good customer relations.如果项目是为外部客户实施的，那么，项目又有了第四个限制因素：良好的客户关系。,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward T
18、ong)MBA,MPM copyright reserved,16,Three Project objectives三个项目目标,Time 时间Cost 成本Performance 绩效,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,17,What is project?什么是项目？,A project is a complex,non-routine,one-time effort limited by time,budget,resources,and performance specification d
19、esigned to meet customer needs.项目是一种复杂的，非日常性的、一次性的努力，并受时间、预算、资源以及能满足客户要求绩效或规格的限制。,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,18,A project is a one time job or activity 项目是一次性的工作或活动。Has definite starting and ending points 有明确的开始和结束点。Clearly defined objectives 有清楚界定的目标。Scope 有范围
20、Budget 有预算 A project is a problem scheduled for solution.Dr.J.M.Juran(Dean of American consultants on quality control,was a pioneer in the development of principles and methods for managing quality control programs),What is Project?什么是项目？,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reser
21、ved,19,What is a Project?什么是项目?,A Project is any series of tasks and activities that:,Have Specific Objectives to be CompletedWithin Certain Specifications 某种规定内要完成特定的目标,Have Defined Start and End Dates 有开始和结束日期,Have Funding Limits 有资金的限制,Consume Resources要消耗资源，包括人力、物力。,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edw
22、ard Tong)MBA,MPM copyright reserved,20,The major characteristics of a project项目的主要特点,An established objective 一个确立的目标A defined life span with a beginning and an end;有规定的生命周期，有开始和结束。Usually,the involvement of several departments and professionals.通常会有多部门及众多专业人员参与。（强调跨部门沟通与协作）Typically,doing something
23、 that has never been done before.过去从未做过。（不确定性大）Specific time,cost,and performance requirements.有具体的时间，成本以及绩效要求。,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,21,Project life cycle项目生命周期,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,22,Project life cycle项目生命周期,De
24、finition:Specifications of the project are defined;project objectives are established;teams are formed;major responsibilities are assigned.Planning stage:the level of effort increases and plans are developed to determine what the project will entail,when it will be scheduled,whom it will benefit,wha
25、t quality level should be maintained and what the budget will be.Execution stage:A major portion of the project work takes place-both physical and mental.The physical product is produced(a bridge,a report,and software program),Time,cost and specification measures are used for control.Is the project
26、on schedule,on budget,and meeting specifications?What are the forecasts of each of these measures?What revisions/changes are necessary?Delivery stage:Includes the two activities:delivering the project product to the customer and redeploying project resources.Delivery of the project might include cus
27、tomer training and transferring documents.Redeployment usually involves releasing project equipment/materials to other projects and finding new assignments for teams members,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,23,WHY USE PROJECT MANAGEMENT?为什么要用项目管理？,Project Management a
28、nd productivity are related！项目管理与生产力相关！,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,24,The Importance of Project Management项目管理的重要性(The dawning of“the age of Project Management”),Compression of the Product Life Cycle 产品生命周期的缩短Global Competition 全球性竞争Knowledge Explosion 知识爆炸Corpo
29、rate Downsizing for survival 求生存公司压缩Increased Customer Focus 客户化服务的增强Rapid Development of Developing countries and Closed Economies 第三世界，发展中国家飞速发展以及封闭经济的解禁Small Projects Represent Big Problems 小项目代表大问题,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,25,The importance of Project Mana
30、gement&The Age of Project Management 项目管理的重要性与项目管理的时代,1-2,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,26,The Importance of Project Management,Global competitionTodays open market demands not only cheaper products and services but also better products and services.This has led to
31、 the emergence of the quality movement across the world with ISO 9000 certification a requirement for doing business.ISO 9000 is a family of international standards for quality management and assurance.These standards cover design,procurement,quality assurance,and delivery processes for everything f
32、rom banking to manufacturing.Quality management and improvement invariably involve project managementMore and more work is being classified as projects,Individuals are being assigned responsibility to achieve a specific objective within a given budget and by a specified deadline.Project management,w
33、ith its triple focus on time,cost,and performance,is proving to be an efficient,flexible way to get things done.,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,27,The Importance of Project Management,Knowledge explosion The growth in new knowledge has increased the complexity of pr
34、ojects because projects encompass the latest advances.For example,building a road 30 years ago was somewhat simple process.Today,each area have increased in complexity,including materials,specifications,codes,aesthetics,equipment,and required specialists.Similarly,in todays digital,electronic age it
35、 is becoming hard to find a new product that does not contain at least one microchip.Project complexity has increased the need to integrate divergent technologies.Project management has emerged as an important discipline for achieving this task.,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyrigh
36、t reserved,28,The Importance of Project Management,Corporate Downsizing The last decade has seen a dramatic restructuring of organizational life.Downsizing and sticking to core competencies have become necessary for survival for many firms.Middle management is a mere skeleton of the past.In todays f
37、latter and leaner organizations,where change is a constant,project management is replacing middle management as a way of ensuring that things get done.Corporate downsizing has also led to a change in the way organizations approach projects.Companies outsource significant segments of project work,and
38、 project management have to manage not only their own people but also their counterparts in different organizations.,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,29,The Importance of Project Management,Increased Customer focusIncreased competition has placed a premium on customer
39、 satisfaction.Customers no longer simple settle for generic products and services.They want customized products and services that cater to their specific needs.This mandate requires a much closer working relationship between the provider and the receiver.Increased customer attention has also prompte
40、d the development of customized products and services.Project management is critical both to development of customized products and services and to sustaining lucrative relationships with customers.,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,30,The Importance of Project Managem
41、ent,Rapid development of third world and closed economiesThe collapse of the Soviet Empire and the graduate opening of Asian communist countries have created an explosion of pent-up demand within these societies for all manger of consumer goods and infrastructure development.Western firms are scramb
42、ling to introduce their products and service to these new markets,many firms are using project management techniques to establish distribution channels,and foreign bases of operations,these historical change have created a tremendous market for core project work in the area of heavy construction and
43、 telecommunications as eastern European and Asian countries strive to revitalize their inefficient industries and decrepit infrastructure.,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,31,The Importance of Project Management,Small projects represent big problemsThe velocity of cha
44、nge required to remain competitive or simply keep up has created an organizational climate in which hundreds of projects are implemented concurrently.This climate has created a multiproject environment and a plethora of new problems.Sharing and prioritizing resources across a portfolio of projects i
45、s a major challenge for senior management.Small projects typically carry the same or more risk as do large projects.Because so many projects are going on concurrently and because the perception of the inefficiency impact is small,measuring inefficiency is usually nonexistent.Unfortunately,many small
46、 projects soon add up to large sums of money,many customers and millions of dollars are lost each year on small projects in product and service organizations.Many small projects can eat up the people resources of a firm and represent hidden costs not measured in the accounting system.,Sep.-Nov.2004
47、暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,32,The Importance of Project Management,Organizations with many small project going on concurrently face the difficult project management problems.A key question becomes one of how to create an organizational environment that supports multi project
48、management.A process is needed to prioritize and develop a portfolio of small projects that supports the mission of the organization.,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,33,The Importance of Project Management,In summary,there are a variety of environmental forces intera
49、cting in todays business world that contribute to the increased demand for good project management across all industries and sectors.Project management apprears to be ideally suited for a business environment requiring accountability,flexibility,innovation,speed and continuous improvement,however,pe
50、ople do not embrace change easily or quickly.,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,34,The“professional”PMPMI Membership 美国项目管理协会 会员数从90年到2001年剧增情况。,1990:7,500 members 2001:86,000 members,Sep.-Nov.2004 暨南大学管理学院,佟瑞(Edward Tong)MBA,MPM copyright reserved,35,战略管理、运作管理与项目管理Str
