| Here's the table of contents from our project funding course:
Table of Contents
PM401: PROJECT FUNDING. GOING BEYOND THE BASIC CAPITAL
REQUEST............................................................................................................
8
I NTRODUCTION....................................................................................................
9
REASONS GIVEN FOR
“NO!”..........................................................................
10
R ESPONSES TO UNREASONABLE
REASONS
.......................................................... 11
It costs too much. You think “budget” is a foreign word.
................................................................13
It’s overkill. It’s a space
shuttle......................................................................................................13
We’ve gone without it all these
years…...........................................................................................13
We’ve tried this before, and it hasn’t worked.
.................................................................................14
We need new furniture in the lobby,
first.........................................................................................14
You’re stupid.
................................................................................................................................15
It’s not in the
plan..........................................................................................................................15
We don’t have the resources to do it.
..............................................................................................15
We don’t have the expertise to do it.
...............................................................................................16
Isn’t there a simpler (better, faster, cheaper) way to do
this............................................................16
I don’t think upper management will understand
this......................................................................17
I don’t think upper management will approve
this...........................................................................18
W HY THESE REASONS EXIST
..............................................................................
19
Financial issues
.............................................................................................................................19
Managerial
issues..........................................................................................................................19
Cultural issues
...............................................................................................................................19
Communication
issues....................................................................................................................19
E LIMINATING THE REASONS................................................................................
20
This requires effort and research on our
part..................................................................................20
You need to find funding in all the right places
...............................................................................20
Funding won’t come looking for you
..............................................................................................20
W HERE TO LOOK
(ALL THE RIGHT PLACES)
.......................................................... 21
Your
Goal......................................................................................................................................22
Define it. What are you really trying to do, here?
.......................................................................................23
Determine what it takes to meet your
goal..................................................................................................24
Design what it takes to meet your
goal.......................................................................................................25
T HE
COMPANY’S
BUSINESS
NEEDS
.................................................................... 26
Determine if this project fits with long-term
goals...........................................................................27
Determine the specific benefits of this
project.................................................................................27
R ESOURCES
.....................................................................................................
28
Tap underutilized resources
...........................................................................................................28
Resolve resource
limitations...........................................................................................................31
The overlook
list.......................................................................................................................................32
Resource identification tips
.......................................................................................................................33
Determine if the implementation is
sustainable...............................................................................35
Y OUR
PROJECT
OPTIONS
..................................................................................
36
SWOT
analysis...............................................................................................................................38
Cost-benefit
analysis......................................................................................................................39
Judgment.......................................................................................................................................40
Using your expertise
.................................................................................................................................40
Using someone else’s expertise
.................................................................................................................43
Y OUR
PERFORMANCE
ASSUMPTIONS..................................................................
44
Make accurate
assumptions............................................................................................................45
Base assumptions on solid information, not on
guesses...................................................................46
Question validity and accuracy
......................................................................................................47
Assign confidence factors when in gray
areas.................................................................................48
If you’re unsure, say why
...............................................................................................................51
YOUR FINANCIAL CALCULATIONS
............................................................... 52
F INANCIAL
SUMMARY.........................................................................................
53
T ERMINOLOGY
..................................................................................................
55
P RESENTATION
.................................................................................................
58
Concise written
statements.............................................................................................................59
Graphics........................................................................................................................................59
Financials conclusion
....................................................................................................................60
U NMEASURABLES..............................................................................................
61
Goodwill........................................................................................................................................62
Morale...........................................................................................................................................63
Professionalism
.............................................................................................................................64
Safety.............................................................................................................................................66
Y OUR
ACCOUNTANT..........................................................................................
67
Virgin proposals
............................................................................................................................68
Critical veteran
proposals..............................................................................................................69
P ROJECT PORTFOLIO.........................................................................................
70
New
markets..................................................................................................................................71
New business with existing customer
..............................................................................................75
Y OUR
WRITING
.................................................................................................
79
General writing tips
.......................................................................................................................80
Project proposal writing
tips..........................................................................................................81
Leave out history
......................................................................................................................................81
Write tight
................................................................................................................................................81
Eliminate judgment statements
..................................................................................................................81
Justify all assumptions
..............................................................................................................................82
Sell the benefits that are important to the
gatekeepers.................................................................................84
Take a methodical approach.
.....................................................................................................................84
Project proposal form
tips..............................................................................................................85
Use lead-in summaries
..............................................................................................................................86
Use
headlines............................................................................................................................................86
Use conclusions
........................................................................................................................................87
Add a short
glossary..................................................................................................................................88
Include references and sources
..................................................................................................................88
Developing writing
skills................................................................................................................90
Do general
reading....................................................................................................................................90
Read about
writing....................................................................................................................................90
Take a
course............................................................................................................................................91
Write often
...............................................................................................................................................91
Volunteer to
tutor......................................................................................................................................92
C ONCLUSION
....................................................................................................
93
PM 401 E XERCISES..........................................................................................
94
PM402: DEALING WITH A DIFFICULT CUSTOMER --AND MAKING THAT
CUSTOMER YOUR BIGGEST SUPPORTER.
.................................................. 95
I NTRODUCTION..................................................................................................
96
S UBSTANCE TRUMPS FORM................................................................................
98
Spin
...............................................................................................................................................99
Trust............................................................................................................................................
101
D OS AND
DON’TS
............................................................................................
102
Don’t:..........................................................................................................................................
104
Instead,
do:..................................................................................................................................
105
The customer says your work is faulty
..........................................................................................
107
The customer blames you for something he did.
............................................................................ 113
Hypothetical example
#1.........................................................................................................................114
Hypothetical example
#2.........................................................................................................................117
The customer expects you to control things beyond his
control...................................................... 119
The customer is unreasonable, no matter what you do.
................................................................. 122
T YING IT ALL TOGETHER...................................................................................
125
PM 402 E XERCISES........................................................................................
126
PM 403: DEALING WITH A DIFFICULT PARTNER: HOW TO HANDLE
MANIPULATIVE, BACKSTABBING, OR INCOMPETENT COWORKERS AND
BOSSES
..........................................................................................................
127
I NTRODUCTION................................................................................................
128
B EHAVIOR CHOICES.........................................................................................
129
R ULES OF CONFLICT........................................................................................
132
H ANDLING INCOMPETENCE AND
INCOMPETENTS.................................................
134
Expose the
fraud..........................................................................................................................
136
Feed the shark to the
wolves.........................................................................................................
139
Let the lazy one hang
himself........................................................................................................
141
H ANDLING THE BACKSTABBER
.......................................................................... 145
Signs you are being
backstabbed..................................................................................................
147
Some clues as to who the backstabber
is.......................................................................................
148
Defensive tactics for handling
backstabbing.................................................................................
149
Confront, confront,
confront....................................................................................................................149
Ask, and you shall
find............................................................................................................................150
Keep your own porch
clean.....................................................................................................................152
Watch the brownie
points........................................................................................................................153
Smile......................................................................................................................................................153
Mind your own
business..........................................................................................................................153
Watch the kudos
.....................................................................................................................................154
Sow seeds of assurance
...........................................................................................................................154
Offensive tactics for handling
backstabbers..................................................................................
155
Pretend to
befriend..................................................................................................................................156
Document deficiencies
............................................................................................................................157
Tattle......................................................................................................................................................158
Super-dirty tricks
.........................................................................................................................
160
Set him up as a
lecher..............................................................................................................................161
Ruin his personal life
..............................................................................................................................162
T HE SECRET TO ALL OF THIS.............................................................................
167
PM 403 E XERCISES........................................................................................
168
B ONUS...........................................................................................................
168
PM404: CYA TRICKS THAT DON'T BITE YOU
LATER................................. 169
I NTRODUCTION................................................................................................
170
G ENERAL PHILOSOPHY
....................................................................................
171
T HE PREVENTION ASPECT OF
“GOTCHAS”
.......................................................... 173
Inputs to consider
........................................................................................................................
174
H ANDLING THE UNEXPECTED............................................................................
179
C AUGHT IN AN ERROR......................................................................................
182
S OLVING THE GOTCHA
GRACEFULLY..................................................................
187
K EYS TO RESOLVING
“GOTCHAS”
...................................................................... 189
Preparation
.................................................................................................................................
190
Integrity.......................................................................................................................................
190
Honesty
.......................................................................................................................................
190
Empathy
......................................................................................................................................
191
Responsiveness............................................................................................................................
191
Creativity.....................................................................................................................................
191
Cooperation.................................................................................................................................
191
Thinking
......................................................................................................................................
191
PM 404 E XERCISES........................................................................................
192
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