《Fundamentals of Project Management 4th Edition》 读书笔记 第三章 对项目进行计划

Fundamentals of Project Management 4thEdition

CHAPTER 3 Planning the Project

对项目进行计划

一个不喜欢计划的老板的例子，“我们没有时间计划”。

A fellow who attended my seminar on thetools of project management later told me that, upon returning to work, he immediatelyconvened a meeting of his project team to prepare a plan. His boss called himout
of the conference room.

“What are you doing?” asked the boss.

“Planning our project,” explained the fellow.

“Oh, you don’t have time for that nonsense,” his boss told hm. “Getthem out of the conference room so they can get the job done!”

It is clear that his boss didn’t believe inplanning.

人们觉得计划比较困难。往往对任务估计不准，往往这是没有历史数据造成的，或者历史数据也是不准确的

The second reason that people don’t plan isthat they find the activity painful. Some individuals, especially engineers andprogrammers, are concerned that they will be held to estimates of ask durationsthat
they have made using their best guesses. Because they have no historicaldata to draw on, this is all they can do. But they also know that such numbersare highly uncertain, and they are afraid that failure to meet establishedtargets will get them in trouble.

如果不进行计划，为任务设定截止点的话，人们往往会拖到永远。

You can schedule creativity, within limits.In fact, there is no better stimulus to creative thinking than a tightdeadline. If you give people forever, they simply mess around and don’t produceanything.

早期进行计划往往比较痛苦，但痛苦会随着项目的进行而减少。

When people are required to plan a project,they find the activity painful, there is a lot of pain early on, but it diminishesover time.

如果你知道你的项目进行到哪里了，你就能对项目进行控制。但知道你在哪里，并不是一件容易的事，尤其是对知识型工作进行跟踪，往往不能得到一个合理的百分比数值。

If you don’t know where you are, you can’thave control. Knowing where you are isn’t as easy as it may seem, especially indoing knowledge work. For example, you say you expect to write ten thousandlines of
code by today, and you’ve written eight thousand. Does that meanyou’re 80 percent of where you should be? Not necessarily.

人们往往那没有时间作为不进行计划的借口。

Another trap that causes people not to planis to believe that they have no time to plan; they need to get the job donereally fast! This is counter-intuitive, but think about it—if you have foreverto get something
done, then you don’t need a plan. It’s when the deadline istight that the plan becomes really important. As a simple example, imagineflying into Chicago and being late. You have a meeting across town in less thanan hour. You’ve never been to Chicago, but when
the rental car attendant asksif you need a map, you say, “I don’t have time for a map. I’ve got to get to mymeeting really fast!” Not very likely, is it?

计划往往回答“who, what, when, why, how much, how long?”这样的问题。这往往需要人们进行预测，这点就比较难。

Planning is quite simply answering thequestions shown in Figure 3-2. They may be called the “who, what, when, why,how much, how long?” questions that you learned if you ever studied interviewingmethods. It
is that simple. And it is that hard. I say hard because answeringsome of these questions requires a crystal ball—especially questions like “Howlong will that take?” On tasks for which no history is available, this is avery hard question to answer.

进行计划必须考虑3个方面：战略、战术和后勤。

To plan a project properly, you must attendto three kinds of activities that may have to be performed during the life ofthe job. These are strategy, tactics, and logistics. Strategy refers to theoverall method
you will employ to do the job, sometimes referred to as a “gameplan.”

战略制定后，就要决定细节上的问题。如果战略是错误的，细节决定的越多就失败的越快。

Once you have decided to build boats upsidedown, you must work out all of the details of how it will be done. In fact, itis implementation planning that many people think of when they talk aboutplanning.
However, a well-developed implementation plan for the wrong projectstrategy can only help you fail more efficiently.

军队都知道，没有后勤就不能打仗。

Military people can quickly tell you thebenefit of attention to logistics. You can’t fight a battle if people have noammunition, food, clothing, or transportation. It is logistics that attends to thesethings.

一旦计划准备好了，就需要干系人进行签字。签字是一种承诺和承认。

Once the plan has been prepared, it shouldbe submitted to stakeholders for their signatures.

A signature means that the individual iscommitted to his contribution, agrees with the scope of work to be done, andaccepts the specs as valid.

签字要正式，而不要采用邮件这样的手段。

The plan should be signed in a project planreview meeting, not by mail.

要在各个回顾会议上对计划进行重申，看原先的计划是否有漏洞。

People should be encouraged to
“shoot holesin the plan” during the review meeting, rather than wait until problems developlater on.

当显著的偏差发生时，就要进行计划变更。

Changes should be made only when asignificant deviation occurs.

变更控制防止scope creep

Change control is necessary to protecteveryone from the effects of scope creep—changes to the project that result inadditional work.

Causes of changes should be documented forreference in planning future projects. The causes should be factual, not blame-and-punishmentstatements.

为计划而进行计划，安排时间地点进行计划。让人们提前做出准备，会议要保持在正轨上。

Plan to plan. It is always difficult to getpeople together to develop a plan. The planning session itself should beplanned, or it may turn into a totally disorganized meeting of the type that plaguesmany
organizations. This means that an agenda must be prepared, the meetingshould be time limited to the degree possible, and people should be kept ontrack. If someone goes off on a tangent, the meeting facilitator should get theperson back on track as quickly
as possible.

执行计划的人，一定要参加计划的制定。否则他们不仅觉得没有对计划做出承诺，也可能导致计划出错。

The people who must implement a plan shouldparticipate in preparing it. Otherwise, you risk having contributors who feelno sense of commitment to the plan; their estimates may be erroneous, and majortasks
may be forgotten.

如果你感到不确定东西存在，计划很可能会变，就不要制定的太详细。

You should not plan in too much detail ifthere is a likelihood that the plan will have to be changed, as this wastestime.

意外的困难将会出现，所以一定要始终分析最可能发生的风险，准备后备计划。

Because unexpected obstacles will crop up,always conduct a risk analysis to anticipate the most likely ones (see Chapter5). Develop Plan B just in case Plan A doesn’t work.

使用WBS将任务分成足够小的单元，从而便于准确估计。

Use the Work Breakdown Structure (discussedin Chapter 6) to divide the work into smaller chunks for which you can developaccurate estimates for duration, cost, and resource requirements.