项目绩效管理：项目考核与监控指标的设计和量化（第4版）

本书系统地讲解了，在企业多项目运作的环境中，如何设计和开展多项目运营管理的绩效考核和评价机制，以帮助正处于转型变革中的企业有效地建立新环境下的评价和管控机制，达成转型目标。本书可以指导读者设计项目管理的评价指标，并与企业经营指标和其他相关职能指标链接，实现企业运营和项目的快速决策，推动企业项目管理从粗放型、模糊化向精细化、定量化发展，从而提升企业管理的成熟度。在第4版中，作者更新了部分案例和行业示例，并大幅扩充了有关敏捷实践的内容。

第1 章 项目管理的变化趋势·································································1 1.0 介绍·····················································································2 1.1 高管对项目管理的观点···························································2 1.2 复杂项目···············································································5 1.3 全球项目管理······································································.12 1.4 项目管理方法论和框架··························································.14 1.5 有效治理的必要性································································.19 1.6 约定项目管理······································································.19 1.7 客户关系管理······································································.21 1.8 项目管理的其他发展·····························································.22 1.9 从一个新的视角来定义项目成功··············································.23 1.10 无纸化项目管理的发展························································.28 1.11 项目管理成熟度和度量指标··················································.29 1.12 项目管理标杆对照和度量指标···············································.33 1.13 结论················································································.38 第2 章 度量指标改善的驱动力··························································.39 2.0 介绍··················································································.39 2.1 干系人关系管理···································································.40 2.2 项目审计和PMO ·································································.50 2.3 对范围蔓延的介绍································································.51 2.4 项目健康检查······································································.57 2.5 管理不良项目······································································.62 第3 章 度量指标·············································································.75 3.0 介绍··················································································.75 3.1 项目管理度量指标：早期·······················································.76 3.2 项目管理度量指标：当前视角·················································.78 3.3 对度量指标管理的误解··························································.79 3.4 向企业高管推销度量指标管理·················································.80 3.5 理解度量指标······································································.81 3.6 度量指标管理缺乏支持的原因·················································.86 3.7 在员工绩效评估中使用度量指标··············································.87 3.8 度量指标的特征···································································.87 3.9 度量指标类别和类型·····························································.89 3.10 选择度量指标····································································.92 3.11 选择度量指标/KPI 所有者·····················································.95 3.12 度量指标和信息系统···························································.95 3.13 关键成功因素····································································.96 3.14 度量指标和 PMO ·······························································.98 3.15 度量指标和项目监督/治理····················································101 3.16 度量指标的陷阱·································································101 3.17 推广度量指标····································································102 3.18 丘吉尔唐斯公司的项目绩效评估方法······································102 第4 章 关键绩效指标····································································.107 4.0 介绍··················································································108 4.1 KPI 的需要·········································································108 4.2 KPI 的使用·········································································112 4.3 KPI 的分解·········································································113 4.4 KPI 的特征·········································································115 4.5 KPI 的类别·········································································119 4.6 KPI 的选择·········································································120 4.7 KPI 测量············································································125 4.8 KPI 的相互依赖关系·····························································127 4.9 KPI 和培训·········································································129 4.10 KPI 目标···········································································130 4.11 理解挑战目标····································································132 4.12 KPI 失败···········································································133 4.13 KPI 和智力资本··································································134 4.14 KPI 的坏习惯·····································································136 4.15 仪表盘设计：关键绩效指标和度量指标···································141 第5 章 基于价值的项目管理度量指标···············································.149 5.0 介绍··················································································149 5.1 近年来的价值研究································································151 5.2 价值与领导力······································································152 5.3 整合成功和价值···································································154 5.4 认识价值度量指标的必要性····················································157 5.5 有效测量技术的必要性··························································160 5.6 客户/干系人对价值度量指标的影响··········································164 5.7 客户价值管理······································································166 5.8 项目管理与价值的关系··························································170 5.9 度量指标的背景···································································173 5.10 选择正确的度量指标···························································179 5.11 传统度量指标和KPI 的失败··················································182 5.12 对价值度量指标的需求························································183 5.13 创建价值度量指标······························································183 5.14 在仪表盘中展示价值度量指标···············································190 5.15 价值度量指标的行业示例·····················································190 5.16 对超出范围的价值属性使用危机仪表盘···································196 5.17 建立度量指标管理计划························································197 5.18 使用价值度量指标进行预测··················································198 5.19 度量指标和工作描述···························································200 5.20 度量指标的图形化展示························································201 5.21 创建项目价值基准······························································210 第6 章 仪表盘··············································································.217 6.0 介绍··················································································217 6.1 仪表盘到底是什么································································221 6.2 我们如何处理仪表盘信息·······················································225 6.3 仪表盘核心属性···································································225 6.4 信息的含义·········································································226 6.5 交通灯仪表盘报表································································227 6.6 仪表盘和计分卡···································································228 6.7 创建仪表盘的方法································································231 6.8 仪表盘的收益······································································234 6.9 商业智能工具是否足够灵活····················································234 6.10 实现成功的商业智能解决方案的四步指南································237 6.11 仪表盘的规则····································································242 6.12 仪表盘设计的七宗罪及避免··················································242 6.13 亮点咨询：高管仪表盘的设计···············································245 6.14 闪光的未必都是金子···························································252 6.15 使用表情符号····································································270 6.16 具有误导性的信息······························································271 6.17 敏捷和Scrum 的度量指标·····················································273 6.18 数据仓库··········································································292 6.19 仪表盘设计技巧·································································295 6.20 TeamQuest 公司最佳实践·····················································297 6.21 一个简单模板····································································314 6.22 仪表盘设计需求的总结························································316 6.23 仪表盘的局限性·································································321 6.24 仪表盘的试运行·································································323 6.25 评估仪表盘供应商······························································323 6.26 新的仪表盘应用程序···························································325 第7 章 仪表盘的应用·····································································.326 7.0 介绍··················································································326 7.1 使用中的仪表盘：Dundas 数据可视化公司·································327 7.2 使用中的仪表盘：Pie ····························································333 7.3 Pie 解决方案概述·································································333 7.4 使用中的仪表盘：国际学习集团··············································342 第8 章 项目组合管理PMO 及度量指标·············································.344 8.0 介绍··················································································344 8.1 关键问题············································································345 8.2 价值类别············································································345 8.3 项目组合度量指标································································347 8.4 度量技术与度量指标·····························································349 8.5 项目度量指标的增长·····························································350 8.6 衡量无形资产的度量指标·······················································352 8.7 战略指标的必要性································································354 8.8 危机仪表盘·········································································357