Tools for Project Management, Workshops and Consulting A must-have compendium of essential tools and techniques by Nicolai Andler" P U B L I C I S
Brief contents/overview of tools 5 Application areas of each tool 8 1 Introduction 17 1.1 Structure of this book 17 1.2 How to use the book 17 1.3 The target audience of this book 18 1.4 The scope of this book : 19 1.5 Skills and competencies for your personal development 19 1.6 Clarification on methodologies, models, tools and techniques 21 2 The concept and application of this book 23 2.1 Problem solving 23 2.1.1 Different problem solving processes and approaches 24 2.1.2 The problem solving process used in this book 25 2.2 Categories of tools ; 29 2.3 How to select the right tool 32 2.3.1 Overview of tools (A), 33 2.3.2 Where 'in' the problem solving process am 1? (B) 34 2.3.3 Checklist for problem solving processes to identify required tool (C) 34 2.3.4 What is the right category? (D) 34 2.3.5 How to compile the shopping list (scenario for workshop, E) 34 3 Diagnosis 37 3.1 Definition of a situation/problem 37 3.1.1 Black box 39 3.1.2 IS - IS NOT 41 3.1.3 Helicoptering 42 3.1.4 Hypothesis 43 3.1.5 Stakeholder map 44 3.1.6 Stakeholder analysis - Expectation management 48 3.1.7 Stakeholder influence matrix 51 13
3.1.8 Stakeholder accordion 54 3.1.9 Stakeholder swapping 55 3.1.10 Context diagram tool 57 3.1.11 Silo view tool 60 3.1.12 Mind map 61 3.2 Information gathering 64 3.2.1 Interview (unstructured) 68 3.2.2 Climate assessment (structured) 70 3.2.3 Tripod (mixed) 73 3.2.4 Octagon 74 3.2.5 Focus groups (unstructured) 75 3.2.6 Questionnaires (structured) 77 3.2.7 Survey/field study - dipstick '. 79 3.2.8 Direct observation (DILO = day in the life of) 81 3.2.9 Delphi or expert panel...;. 83 3.2.10 Desk research/database research 84 3.2.11 5 Whys " 85 3.3 Creativity and grouping of information 85 3.3.1 Brainstorming 87 3.3.2 Cardstorming tool 89 3.3.3 6-3-5 tool 90 3.3.4 Nyaka (defect analysis) 91 3.3.5 Bionic 93 3.3.6 Attribute listing 94 3.3.7 Morphological matrix 95 3.3.8 Merlin technique/osborn checklist 96 3.3.9 Force field 99 3.3.10 Introduction to alternative creativity tools 102 3.3.11 Affinity diagram tool 103 3.3.12 Venn diagram 105 3.3.13 Fishbone or cause-effect tool 106 3.3.14 Pareto (80:20) 109 3.3.15 ABC tool Ill 4 Goals and objectives setting 114 4.1 Goal catalogue 115 4.2 SMART goals 117 4.3 Well-defined outcomes 119 4.4 3 P statements 120 4.5 Goal hierarchy 122 4.6 Goal grid 125 4.7 Charter 126 4.8 SNAP 128 14
5 Analysis and synthesis 130 5.1 Organisational analysis, '.. 133 5.1.1 Organisational structure 133 5.1.2 Span of control.' 137 5.1.3 Org structure versus process 139 5.1.4 Organisational assessment 141 5.1.5 Powergram 142 5.2 Technical analysis (system, process, data, technology) 145 5.2.1 Architectural decomposition view 145 5.2.2 Functional decomposition 146 5.2.3 Process analysis 148 5.2.4 Entity relationship diagram 152 5.2.5 Logical data relationship 153 5.2.6 Technology and systems landscape 155 5.2.7 Requirements catalogue 157 5.2.8 Logical and functional system modelling 160 5.3 Strategic analysis 161 5.3.1 Value chain analysis 163 5.3.2 Critical success factor (CSF) 167 5.3.3 SWOT and TOWS 170 5.3.4 Life cycle 176 5.3.5 5 Forces 181 5.3.6 Competitor analysis : 186 5.3.7 Environmental analysis (PEST) 189 5.3.8 Strategic market group 192 5.3.9 Customer segmentation 196 5.3.10 Strategic development 199 5.3.11 Business matrix 200 5.3.12 Product/market mix 204 5.3.13 Strategic development options 208 5.3.14 Strategy matrix 212 6 Decision making (incl. evaluation, prioritisation) 215 6.1 Introduction to decision making 216 6.1.1 Decision making process steps 218 6.1.2 Selection table for decision making tools 218 6.2 Decision tree 220 6.3 Perspectives 3 222 6.4 Argument balance 223 6.5 Cross of beliefs 224 6.6 Polarities tool 226 6.7 Utility analysis 227 6.8 Nominal group tool 229 15
6.9 100 Points 231 6.10 Cartesian coordinates 232 6.11 Vroom Yetton 234 6.12 Risk analysis 236 6.13 Prioritisation matrices 241 7 Project management tools 246 7.1 Project management skills radar 248 7.2 Expectation review tool 250 7.3 Roadmap 252 7.4 Gantt chart 253 7.5 Work breakdown structure (WBS) 255 7.6 Action steps and reviews 258 7.7 Project management roles and responsibilities 259 7.8 Accountability matrix (CIDA) 262 7.9 Project structure 264 7.10 Project communication plan 266 7.11 Workshop guideline tool. 270 7.12 De Bono thinking hats (6 hats) 272 7.13 Booz ball evaluation 273 8 Annex A - Check Questions 275 8.1 Check questions for a project start 275 8.2 Check questions to define the current situation - diagnostic 276 8.3 Check questions to define goals and objectives 277 8.4 Check questions during an analysis 277 8.5 Check questions during decision making 278 9 Annex B - Scenarios ('Shopping Lists' of Tools) 280 9.1 Feasibility study 280 9.2 System development 281 9.3 Organisational restructuring 282 9.4 Strategy workshop 282 9.5 Business process improvements 283 9.6 Project definition/scope 284 Bibliography 285 Application areas of each tool (in alphabetic order) 288 16