Dedication |
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vii | |
Preface |
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xxi | |
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xxi | |
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P.2 Some of the Original Ideas |
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xxii | |
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P.2.1 A Consistent and Integrated Model |
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xxii | |
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P.2.2 Typical Problem and Analysis |
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xxii | |
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P.2.3 Integrating the Frameworks |
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xxii | |
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P.2.4 An Honest Cost and Benefit Model for Programs |
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xxiii | |
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P.2.5 Calculating the Model |
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xxiii | |
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P.2.6 Disbenefits and Essential Links |
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xxiv | |
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xxiv | |
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xxiv | |
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xxv | |
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xxv | |
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xxv | |
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P.2.12 Implementation Tracking |
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xxv | |
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P.2.13 Progress Tracking and Review |
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xxv | |
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P.2.14 Stakeholder Relationship Management |
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xxvi | |
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xxvi | |
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xxvi | |
Acknowledgments |
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xxvii | |
About the Author |
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xxix | |
Chapter 1 Defining the Domains |
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1 | (14) |
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1 | (1) |
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1.2 Projects, Programs, and Portfolios |
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2 | (1) |
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1.2.1 Why Does This Matter? |
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2 | (1) |
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1.3 Projects and Operations |
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2 | (1) |
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1.4 Understanding the Roles |
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3 | (5) |
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4 | (1) |
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4 | (1) |
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5 | (1) |
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6 | (1) |
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7 | (1) |
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8 | (1) |
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8 | (2) |
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8 | (2) |
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10 | (1) |
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1.6.3 Easing the Transition |
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10 | (1) |
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1.7 Compromise Terminology |
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10 | (1) |
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11 | (1) |
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1.9 Conclusion on Ps, O, and T |
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12 | (1) |
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12 | (1) |
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1.10.1 Evolutionary Projects |
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13 | (1) |
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1.10.2 Integration Projects |
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13 | (1) |
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1.11 Towards Total Program Management |
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13 | (1) |
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13 | (1) |
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1.13 Now to Focus on Programs |
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13 | (1) |
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14 | (1) |
Chapter 2 Understanding the Problem |
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15 | (10) |
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15 | (1) |
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16 | (3) |
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2.2.1 The Need for Synergy |
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16 | (2) |
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2.2.2 The Problem with Synergy |
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18 | (1) |
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2.2.3 Characteristics of the Benefits Realization Map |
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19 | (1) |
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2.3 Business and Benefits Management: The Core Concepts |
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19 | (3) |
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20 | (1) |
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20 | (1) |
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21 | (1) |
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21 | (1) |
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21 | (1) |
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21 | (1) |
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22 | (1) |
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22 | (1) |
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2.4 Structure of the Benefits Realization Map |
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22 | (1) |
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2.5 Recap on the Benefits Realization Mapping Technique |
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23 | (1) |
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24 | (1) |
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2.7 The Need for End-to-End Control |
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24 | (1) |
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24 | (1) |
Chapter 3 A Life Cycle for Program Management, Benefits Management, and Business Analysis |
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25 | (28) |
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25 | (1) |
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25 | (8) |
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3.2.1 The Program Management Phases |
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25 | (2) |
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27 | (2) |
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3.2.3 Delivery of Program Benefits |
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29 | (3) |
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32 | (1) |
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3.2.5 Linking the Program to the Benefits |
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33 | (1) |
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3.3 Modified Benefits Realization Life Cycle |
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33 | (3) |
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3.3.1 Defining the Modified Life Cycle |
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33 | (2) |
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3.3.2 Overview of the Benefits Realization Life Cycle Phases |
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35 | (1) |
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3.4 Close-Up on the Benefits Realization Life Cycle |
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36 | (8) |
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3.4.1 Benefits Assessment |
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36 | (1) |
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3.4.2 Business Case Development |
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37 | (2) |
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3.4.3 Benefits Realization Planning |
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39 | (3) |
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3.4.4 Benefits Realization |
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42 | (1) |
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3.4.5 The Completion Phase |
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43 | (1) |
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3.4.6 Business Analysis Skills and Tools |
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44 | (1) |
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3.5 Integrating Business Analysis and Project Management |
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44 | (4) |
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45 | (1) |
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45 | (1) |
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3.5.3 Effective Link to Program Management |
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45 | (1) |
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3.5.4 The Business Analysis Life Cycle |
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46 | (2) |
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3.6 Working with the Business Analyst |
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48 | (1) |
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3.7 Case Study: QERTS Merger |
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49 | (1) |
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3.7.1 Benefits Assessment |
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49 | (1) |
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3.7.2 Business Case Development |
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50 | (1) |
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50 | (1) |
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51 | (2) |
Chapter 4 Building an Integrated Business Model |
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53 | (26) |
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4.1 Business Case Development |
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53 | (2) |
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4.2 Contributions and Allocations |
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55 | (1) |
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4.3 Description of the Benefits Realization Map |
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55 | (9) |
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55 | (8) |
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63 | (1) |
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63 | (1) |
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4.3.4 Reviewing the Completed Map |
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63 | (1) |
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4.4 The Business Transformation Example |
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64 | (3) |
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4.4.1 From Right to Left: The Business View |
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64 | (1) |
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4.4.2 From Left to Right: The Technical View |
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65 | (1) |
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4.4.3 Linkages Showing Relationships |
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66 | (1) |
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4.5 Estimating the Contribution Fractions |
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67 | (1) |
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4.5.1 Analog Evaluation Approach |
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67 | (1) |
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4.5.2 Quantifying the Fractions |
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68 | (1) |
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4.6 Applying the Concepts to the QERTS Example |
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68 | (7) |
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4.6.1 Business Consultancy Approach for Building the BRM |
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70 | (1) |
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4.6.2 Start with the Business Targets |
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70 | (1) |
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4.6.3 QERTS Strategic Outcomes |
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70 | (1) |
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4.6.4 QERTS Business Outcomes |
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70 | (1) |
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4.6.5 QERTS Business Capabilities |
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71 | (2) |
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4.6.6 QERTS Technical Capabilities |
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73 | (2) |
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75 | (1) |
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75 | (1) |
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4.7 An Honest Business Case |
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75 | (3) |
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78 | (1) |
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78 | (1) |
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78 | (1) |
Chapter 5 Calculating the Model |
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79 | (20) |
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5.1 Picturing the Contributions |
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79 | (4) |
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5.1.1 Identifying the Contributions |
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80 | (1) |
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5.1.2 Calculating the Contributions |
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80 | (2) |
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5.1.3 Remote Contributions |
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82 | (1) |
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5.2 Understanding Allocations |
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83 | (1) |
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5.3 Selecting the Algorithm for Determining the Allocation Fractions |
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84 | (5) |
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5.3.1 Agreeing on the Allocation Fractions by Consensus |
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84 | (1) |
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5.3.2 Using Contribution Fractions to Calculate the Allocation Fractions |
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84 | (5) |
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5.4 Using the Contribution Values to Calculate the Allocation Fractions |
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89 | (1) |
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5.5 Using the Contribution Shares to Calculate the Allocation Fractions |
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89 | (4) |
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5.6 Calculating the Allocations |
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93 | (4) |
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5.7 Defining a Decision Criterion |
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97 | (1) |
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5.8 Proof that the Fourth Option Satisfies the Criterion |
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98 | (1) |
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98 | (1) |
Chapter 6 Disbenefits and Essential Links |
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99 | (30) |
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6.1 Allowing for Disbenefits |
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99 | (4) |
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6.1.1 The Contributions in the Disbenefits Example |
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99 | (1) |
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6.1.2 The Allocation Fractions in the Disbenefits Example |
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100 | (2) |
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6.1.3 The Allocations in the Disbenefits Example |
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102 | (1) |
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6.1.4 Discussion on the Disbenefits Example |
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102 | (1) |
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6.1.5 Percentage Disbenefits |
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103 | (1) |
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103 | (1) |
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6.2 Essential Contributions |
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103 | (5) |
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103 | (4) |
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6.2.2 Essential Node and Essential Contribution |
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107 | (1) |
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6.3 Applying the Concept of Essential Links |
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108 | (3) |
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6.3.1 Prioritizing Initiatives |
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108 | (1) |
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6.3.2 Developing the Financial Justification for an Initiative |
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108 | (1) |
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6.3.3 Performing a Risk Analysis of the Network |
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109 | (1) |
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6.3.4 Optimizing the Benefits Realization Map |
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109 | (1) |
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6.3.5 Discussion on Contributions and Essential Nodes |
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109 | (2) |
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6.4 Creating an Essential Network |
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111 | (7) |
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6.4.1 Picturing the Essential Contributions |
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111 | (1) |
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6.4.2 Calculating the Contributions |
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111 | (7) |
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6.4.3 Conclusion: The Value of the Concept of Essential Contributions |
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118 | (1) |
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6.5 Structured Approach for Removing Nodes |
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118 | (4) |
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6.6 Recalculating the Pruned Network |
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122 | (4) |
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6.6.1 What's in the BEER? |
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122 | (1) |
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6.6.2 Step 1: Clear the Redundant Data |
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123 | (1) |
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6.6.3 Step 2: Recalculate the Pruned Network Contribution Shares and Contributions |
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123 | (1) |
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6.6.4 Step 3: Calculate the Contribution Fractions |
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124 | (1) |
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6.6.5 Step 4: Reuse the Initiative Allocations |
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124 | (2) |
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6.6.6 Step 5: Recalculate the Pruned Network |
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126 | (1) |
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126 | (1) |
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126 | (3) |
Chapter 7 Applying the BRM Approach to the QERTS Example |
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129 | (24) |
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7.1 Analyzing Outcomes and Options: The QERTS Example |
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129 | (2) |
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131 | (6) |
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7.2.1 Simple Initiative Removal |
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131 | (1) |
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7.2.2 Accounting for Essential Links |
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131 | (6) |
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7.3 Alternative QERTS Example |
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137 | (7) |
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7.3.1 Simple Initiative Removal |
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137 | (1) |
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7.3.2 Accounting for Essential Links |
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137 | (2) |
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7.3.3 An Alternative Remedy |
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139 | (1) |
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7.3.4 Insights for Program Management |
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140 | (1) |
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7.3.5 Resolving Subprograms |
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141 | (3) |
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7.3.6 Insights from Subprograms |
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144 | (1) |
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7.4 Including Disbenefits in the QERTS Example |
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144 | (8) |
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7.4.1 Mitigating the Disbenefits in the QERTS Example |
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145 | (7) |
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152 | (1) |
Chapter 8 A Generalized Approach to Scheduling and Cash Flow |
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153 | (28) |
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153 | (1) |
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154 | (1) |
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8.3 The New Approach: Characterizing the Components |
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155 | (3) |
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155 | (1) |
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155 | (3) |
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8.4 Toward a Simplified Scheduling Model |
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158 | (1) |
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8.5 Extensions to Other Scheduling Methods |
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158 | (4) |
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158 | (1) |
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158 | (1) |
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159 | (3) |
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8.6 Applying the VEST Approach to Programs |
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162 | (1) |
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8.7 Additional Definitions |
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162 | (1) |
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8.8 Applying the VEST to the QERTS Example |
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163 | (2) |
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8.8.1 Scheduling the Initiative Activities |
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163 | (2) |
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8.8.2 Creating an Integrated Schedule |
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165 | (1) |
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8.9 Linking Cash-Flow to the Schedule |
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165 | (12) |
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169 | (5) |
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8.9.2 The Lag Evaluation Rules |
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174 | (1) |
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8.9.3 Dealing with Essential Links |
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175 | (1) |
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8.9.4 Reviewing the Effect of Multiple Lags |
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175 | (2) |
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8.9.5 The Cumulative Contribution Curve for the QERTS Example |
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177 | (1) |
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8.9.6 Optimizing the Cash Flow |
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177 | (1) |
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177 | (2) |
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8.11 From Schedule to Risk |
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179 | (1) |
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179 | (2) |
Chapter 9 Total Risk and Issue Management |
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181 | (40) |
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181 | (1) |
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182 | (2) |
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9.2.1 Contentious Introductory Assertion |
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182 | (1) |
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183 | (1) |
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184 | (6) |
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185 | (1) |
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185 | (4) |
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9.3.3 The Dual Nature of Issues |
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189 | (1) |
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190 | (4) |
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190 | (2) |
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9.4.2 Addressing the Three Components of Risk |
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192 | (1) |
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9.4.3 Choose Any Two of Three |
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192 | (2) |
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194 | (22) |
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9.5.1 Define TRIM Framework |
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195 | (4) |
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199 | (2) |
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9.5.3 Analysis and Prioritization |
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201 | (3) |
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204 | (6) |
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9.5.5 Execution, Monitoring, and Control |
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210 | (3) |
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9.5.6 Links between the TRIM Processes |
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213 | (3) |
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9.6 Generic versus Specific Risks |
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216 | (2) |
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9.6.1 Probability Distributions |
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216 | (1) |
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9.6.2 Sensitivity Analysis |
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217 | (1) |
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9.6.3 Hypothesis Analysis: The Confidence Matrix |
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218 | (1) |
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218 | (1) |
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218 | (1) |
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219 | (2) |
Chapter 10 Resource Capacity Planning |
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221 | (8) |
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221 | (1) |
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10.2 Simple Operations Resourcing Model |
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221 | (3) |
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10.2.1 Practical Operations Staffing Model |
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222 | (1) |
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10.2.2 Theoretical Resourcing Model for Unplanned Remedial Actions (URAs) |
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222 | (2) |
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10.2.3 Calculating Staffing Levels |
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224 | (1) |
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10.3 Applying the New Model |
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224 | (1) |
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10.3.1 Servicing URA Requests |
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225 | (1) |
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10.3.2 Staffing for Operational Staff in Projects |
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225 | (1) |
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10.3.3 Planning SOA Resources |
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225 | (1) |
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10.4 Implementing the Erlang-Based Approach |
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225 | (1) |
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10.4.1 Advantages of the Erlang-Based Approach |
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225 | (1) |
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10.4.2 Planning the Required Organizational Changes |
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226 | (1) |
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10.5 Organizational Change Program |
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226 | (1) |
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226 | (1) |
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227 | (2) |
Chapter 11 Procurement |
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229 | (8) |
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11.1 Background: Innovative Contractor Engagement and the London Underground Bank Station Capacity Upgrade |
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229 | (1) |
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230 | (2) |
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230 | (1) |
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230 | (1) |
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230 | (2) |
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232 | (1) |
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11.2.5 The Invitation to Tender (ITT) Phase |
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232 | (1) |
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11.2.6 The Evaluation and Award Phase |
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232 | (1) |
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11.3 ICE and the Benefits Realization Map (BRM) |
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|
232 | (1) |
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11.4 Modeling the Value of the Options |
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233 | (3) |
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11.5 The Next Step: Tracking the Work |
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236 | (1) |
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236 | (1) |
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236 | (1) |
Chapter 12 Implementation Tracking-Earned Benefit |
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237 | (38) |
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12.1 The Earned Benefit Approach |
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|
237 | (1) |
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12.2 The Component-Benefit Matrix |
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|
238 | (3) |
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12.2.1 Calculating the Component-Benefit Matrix |
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|
238 | (3) |
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12.2.2 Calculating the Earned Benefit |
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241 | (1) |
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241 | (2) |
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12.4 Further Development of the Earned Benefit Calculations |
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243 | (1) |
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12.5 Earned Value and Earned Benefit Case Study |
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|
243 | (4) |
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12.5.1 The Garden Services Business Plan |
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|
243 | (4) |
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12.5.2 The Initial Parameters for the Calculations |
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|
247 | (1) |
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247 | (1) |
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12.6 The Earned Benefit System |
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247 | (1) |
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12.7 Earned Value Abbreviations, Parameters, and Indicators |
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|
248 | (1) |
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248 | (1) |
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248 | (1) |
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248 | (1) |
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248 | (1) |
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12.7.5 CPI: Cost-Performance Index |
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249 | (1) |
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12.7.6 SPI: Schedule-Performance Index |
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249 | (1) |
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12.7.7 BAC: Budget at Completion |
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249 | (1) |
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12.8 Earned Benefit Abbreviations and Values |
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249 | (11) |
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12.8.1 ADD: Actual Date Duration |
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249 | (1) |
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12.8.2 EB: Earned Benefit |
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250 | (1) |
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12.8.3 EBAC: Earned Benefit at Completion |
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250 | (1) |
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12.8.4 PB: Planned Benefit |
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250 | (2) |
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12.8.5 EBEV: Earned Benefit Equivalent Value |
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252 | (1) |
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12.8.6 BCPI: Benefit-Cost Performance Index |
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252 | (1) |
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12.8.7 BPI: Benefit Performance Index |
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253 | (1) |
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12.8.8 EBED: Earned Benefit Equivalent Date |
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253 | (1) |
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12.8.9 EBEDD: Earned Benefit Equivalent Date Duration |
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254 | (1) |
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12.8.10 BV: Benefit Variance |
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254 | (1) |
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12.8.11 BSV: Benefit Schedule Variance |
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254 | (1) |
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12.8.12 BSPI: Benefit Schedule Performance Index |
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|
255 | (1) |
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12.8.13 VED: Value Equivalent Date |
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255 | (1) |
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12.8.14 VEDD: Value Equivalent Date Duration |
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|
255 | (1) |
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12.8.15 BVSV: Benefit Value Schedule Variance |
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|
256 | (1) |
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12.8.16 BVPI: Benefit Value Performance Index |
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|
256 | (1) |
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12.8.17 CBM: Component-Benefit Matrix |
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|
257 | (1) |
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12.8.18 CCB,: Component Contribution to Benefit |
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|
257 | (1) |
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12.8.19 CEB,: Component Earned Benefit |
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|
257 | (1) |
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12.8.20 EBEC: Earned Benefit Equivalent Cost |
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|
258 | (1) |
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12.8.21 VEB: Value Equivalent Benefit |
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|
258 | (1) |
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12.8.22 PPC: Program Percent Complete |
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|
258 | (1) |
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12.8.23 PED: Planned End Date |
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|
259 | (1) |
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12.8.24 PEDD: Planned End Date Duration |
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|
259 | (1) |
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12.8.25 PSD: Program Start Date |
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|
259 | (1) |
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12.8.26 TCPIx: To-Complete Performance Index |
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|
259 | (1) |
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12.8.27 TCPFx: To-Complete Performance Factor |
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|
260 | (1) |
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12.9 Further Analysis of the Garden Services Case |
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|
260 | (3) |
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12.9.1 Understanding the Earned Benefit Results |
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|
262 | (1) |
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12.9.2 Revising the Business Case for the Garden Services Program |
|
|
262 | (1) |
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12.10 Revisiting Earned Benefit |
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|
263 | (6) |
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12.10.1 Evaluating the Component-Benefit Matrix from the Results Chain |
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263 | (3) |
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12.10.2 Earned Benefit Based on the Results Chain Calculations |
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266 | (1) |
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12.10.3 Earned Benefit Including Essential Links |
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267 | (2) |
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12.11 Applying Earned Benefit for Status Reviews |
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269 | (2) |
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12.12 Communicating the Information |
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271 | (1) |
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271 | (1) |
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12.14 The Benefits of Earned Benefit |
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271 | (1) |
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12.15 Earned Benefit Parameter Tables |
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271 | (2) |
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273 | (1) |
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273 | (2) |
Chapter 13 Business Key Performance Indicators |
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275 | (20) |
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13.1 Setting Key Performance Indicators |
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275 | (1) |
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275 | (2) |
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13.3 Agreeing on the Questions |
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277 | (1) |
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278 | (1) |
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278 | (1) |
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13.5.1 Strategic Outcome KPIs |
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278 | (1) |
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13.5.2 Business Outcome KPIs |
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278 | (1) |
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13.5.3 Quantifiable Outcome KPIs in the QERTS Example |
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278 | (1) |
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13.5.4 Nonquantifiable Outcome KPIs in the QERTS Example |
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279 | (1) |
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279 | (1) |
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279 | (2) |
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13.7.1 Operational Values |
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280 | (1) |
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13.7.2 Using Operational and Model KPIs to Assess the Model |
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280 | (1) |
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281 | (6) |
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13.8.1 Left-to-Right Analysis |
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282 | (5) |
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13.9 Example Based on QERTS Model |
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287 | (6) |
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13.9.1 Developing the Component-Outcome Matrix |
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287 | (1) |
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13.9.2 QERTS Example KPIs |
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287 | (6) |
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293 | (1) |
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294 | (1) |
Chapter 14 Stakeholder Analysis |
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295 | (18) |
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14.1 Stakeholder Interest and Power |
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295 | (3) |
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14.1.1 Three Categories of Stakeholders |
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296 | (1) |
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296 | (2) |
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298 | (1) |
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14.1.4 Stakeholder Impact |
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298 | (1) |
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14.1.5 Stakeholder Impact Analysis |
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298 | (1) |
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14.2 Mapping the Analysis onto the Model |
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298 | (3) |
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14.2.1 Mapping Stakeholder Power |
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298 | (1) |
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14.2.2 Mapping Stakeholder Interest |
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299 | (1) |
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14.2.3 Normalizing the Results |
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300 | (1) |
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14.2.4 Using Mendelow's Grid |
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300 | (1) |
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301 | (10) |
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301 | (2) |
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303 | (1) |
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304 | (1) |
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14.3.4 Mendelow's Grid for QERTS |
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304 | (7) |
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311 | (1) |
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14.5 From Analysis to Communications |
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311 | (1) |
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311 | (2) |
Chapter 15 Communication-Why, How, and What |
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313 | (20) |
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313 | (1) |
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15.2 Understanding Hierarchies |
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314 | (2) |
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15.2.1 Definition of Hierarchy |
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314 | (1) |
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15.2.2 Examples of Hierarchies |
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314 | (2) |
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15.3 Addressing Data, Knowledge, Information, and Wisdom |
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316 | (4) |
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15.3.1 Background to DIKW |
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316 | (1) |
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316 | (1) |
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15.3.3 Overview of the DIKW Process |
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317 | (1) |
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15.3.4 Negotiating the DIKW Ladder |
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318 | (1) |
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15.3.5 A DIKW Example from Earned Value |
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319 | (1) |
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15.3.6 Applying DIKW to Communications and Stakeholders |
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320 | (1) |
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15.4 Effective Communications |
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320 | (1) |
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15.4.1 The Scope of Communications Management for Projects and Programs |
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320 | (1) |
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15.5 Information and Communications |
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320 | (3) |
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320 | (1) |
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15.5.2 Communication and the Program Manager |
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321 | (2) |
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15.6 The Viable System Approach |
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323 | (8) |
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15.6.1 The Viable System Model |
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324 | (1) |
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15.6.2 The Components of the VSM |
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324 | (4) |
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15.6.3 The VSM and the Program Environment |
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328 | (2) |
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330 | (1) |
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15.6.5 Synergy Between VSM and DIKW |
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330 | (1) |
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331 | (1) |
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15.7.1 Vision and Intuition |
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331 | (1) |
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331 | (1) |
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331 | (1) |
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332 | (1) |
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332 | (1) |
Finale: Benefit Mapping the Book |
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333 | (6) |
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333 | (1) |
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F.2 The Book's Strategic Benefits |
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333 | (2) |
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333 | (1) |
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334 | (1) |
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F.3 The Book's Initiatives |
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335 | (1) |
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335 | (1) |
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335 | (1) |
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F.4 The Book Review Model |
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335 | (2) |
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335 | (1) |
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F.4.2 Learning Capabilities |
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336 | (1) |
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336 | (1) |
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337 | (1) |
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F.5 Analysis of the Book Review Model |
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337 | (1) |
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338 | (1) |
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338 | (1) |
Appendix: Carrying Out the Calculations |
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339 | (6) |
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A.1 Calculating the Contributions |
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339 | (3) |
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A.2 Calculating the Allocations |
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|
342 | (1) |
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A.3 Completing the Calculations |
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|
343 | (1) |
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A.4 Requirements from a Tool |
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|
343 | (1) |
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344 | (1) |
Acronyms |
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345 | (2) |
Glossary |
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347 | (4) |
Bibliography |
|
351 | (4) |
Index |
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355 | |