Project Workflow Management

Retail Price: $89.95

Direct Price: $79.95

A Business Process Approach
By Dan Epstein and Rich Maltzman
Hardcover, 7×10, 352 pages
ISBN: 978-1-60427-092-1
November 2013

LEARN & EARN: Get 8.2 PDUs in the PMI skill areas of Technical or Strategic and Business Management Skills


Foreword by industry legend Harold Kerzner!

This book describes a completely unique step-by-step, workflow-guiding approach to project management which simplifies activities by enforcing execution of all required processes on time, and redirecting to an alternative path in the event of project issues. Since compliance with all project management processes is enforced by the workflow, product quality is significantly improved and life cycle errors are almost eliminated.

Project Workflow Management: A Business Process Approach is the first and only book in the marketplace which enables readers with no prior project management experience to manage the entire life cycle of any small to mid-sized project. It also equips mid- and senior-level project managers with directions and a detailed map to the effective management of complex projects and programs.


Nominated for the PMI® 2014 David I. Cleland Project Management Literature Award

Key Features

  • Prompts and instructs users in every step of the project life cycle from day one to project closing, while constantly performing qualitative assessments of outcomes
  • Details project management methods, tips, and techniques to show readers the practical knowledge required to manage projects hands-on from scratch, up to delivering the completed and tested product or service to the client
  • Illustrates project management business processes using over 40 process flow diagrams, providing a visual portrayal and full explanation of processes
  • Enables organizations to more easily implement project management processes, minimize costs and ensure product quality
  • Contains a holistic learning environment so that after finishing the book and assignments, new project managers or students will possess enough knowledge to confidently manage small to medium projects
  • WAV offers software tools for project risk management and earned value analysis, a client satisfaction survey, and the figures from chapter 5—available from the Web Added Value™ Download Resource Center at

About the author(s)

Dan Epstein has over twenty five years of experience in the project management field and has worked for several major US and Canadian corporations. He also spent four years teaching university students project management and several software engineering subjects. Throughout his career, Mr. Epstein managed multiple complex inter-dependent projects and programs around the globe. This subject matter expert possesses multi-industry business analysis, process reengineering, best practices, and professional training development experience and a technical background in a wide array of technologies. Dan earned a Master’s Degree in Engineering, a Master’s Certificate in Project Management from George Washington University (2000), a Professional Engineer certification from the Canadian Association of Professional Engineers – Ontario (1987), and a PMP certification from the Project Management Institute (2001). He is a published author and has been a keynote speaker and educator at the PMI sponsored International Project Management Symposium.


Rich Maltzman, PMP, was the winner of PMI’s prestigious Cleland Award for literature in 2011 for a book he co-authored entitled Green Project Management. He has published numerous articles and also professionally developed project management professional (PMP®) Exam prep courseware and books. Mr. Maltzman has been an engineer at a major telecom since 1978, a project management director since 1988, and has directed large telecom projects such as the 1996 Summer Olympics. In his global PMO work, Rich has been responsible for the learning and professional advancement (career path, competency models, accreditation, credentialing, training) for about 2500 project managers. He is an active speaker and has also focused on consulting and teaching, having developed curricula and/or taught at the Boston University Corporate Education Center, Merrimack College, Northern Essex Community College, and the University of Massachusetts. Rich earned a BSEE from the University of Massachusetts, an MSIE from Purdue University, and Masters Certificates in Business Management from Wharton (University of Pennsylvania) and INSEAD (France). He obtained his Masters certificate in project management from Stevens Institute of Technology.


If you’d like to contact the authors or learn more, please visit

Table of Contents

Part I – Project Management Overview

Chapter 1 – Introduction to Project Management and Workflow


Part II – Requirements Frame

Chapter 2 – Introduction and Initial Project Analysis

Chapter 3 – Business Requirements Analysis (BRA) – R4

Chapter 4 – Requirements Management


Part III – Planning/High-Level Design Frame

Chapter 5 – Planning Frame Process Flow

Chapter 6 – Risk Management (P1)

Chapter 7 – WBS and the Preliminary Project Planning

Chapter 8 – Issue and Configuration Management

Chapter 9 – Communications Management (P6)

Chapter 10 – Scope Change Control (P7)

Chapter 11 – Estimating

Chapter 12 – Outsourcing and Resource Management

Chapter 13 – Statement of Work (P10)

Chapter 14 – Quality Management (P2)


Part IV – Construction/Tracking Frame

Chapter 15 – Construction/Tracking Frame


Part V – Closing/Testing Frame

Chapter 16 – Closing/Testing Frame


Appendix A – Project Workflow Process Hierarchy

Appendix B – Frames Interaction Diagram

Appendix C – Keeping Track of Multithreaded Processes




Project Workflow Management is not the ultimate cure for all of your project management ills, but right now it appears to be the best alternative and significantly more valuable to the project manager than complex methodologies and processes.”

—Dr. Harold Kerzner, Senior Executive Director for Project Management, International Institute for Learning and Best-Selling Author


Project Workflow Management is an excellent guide to what needs to be done in a project, while explaining how it can be done. The richness of unique concepts, formulas, and templates in this book make it a one-stop reference for all new and experienced project managers, anyone studying or teaching project management, and for organizations that are standardizing their project management methodologies.”

Jean Binder, PMP, Author of the Best Book of the Year—PMI® Cleland Award Winner 2008, Executive Lecturer, University of Fribourg


“Great coverage! This book takes the processes of project management to a new, higher level of competency.  It effectively addresses all essential project management processes needed to ensure a successful project outcome. The effective planning, executing, and tracking process guidance prescribed for each frame will serve readers and their organizations well in keeping projects on schedule and on budget.”

Gerrard M. Hill, Principal Consultant, Hill Consulting Group, Author of The Complete Project Management Office Handbook and The Complete Project Management Methodology and Toolkit