OVERVIEW OFPROJECT

MANAGEMENTKNOWLEDGEAREAS

ANDPROCESSES

(BASED ON PMBOK 5TH EDITION)

Animasaun Idris, PMP, SFC

PROJECT INTEGRATION MANAGEMENT

This knowledge area coordinates other areas to work together throughout the project

and includes the processes and activities to identify, define, combine, unify and

coordinate the various processes and project management activities within the project

management process groups. It includes making choices about resource allocation,

making trade-offs among competing objectives and alternatives, and managing the

interdependencies among the project management knowledge areas. This knowledge

area emphasizes the generally accepted role of a Project Manager: performing

coordination and bringing all the pieces (the deliverables of the project) together.

2

PROJECT INTEGRATION MANAGEMENT OVERVIEW

PROCESS PROCESS GROUP INPUTS TOOLS & TECHNIQUES OUTPUTS

1 Develop Project Charter Initiating Project statement of work (SOW) Expert judgment Project charter

Business case Facilitation techniquesAgreementsEnterprise environmental factors (EEF)

Organizational process assets (OPA)2 Develop Project Management Plan Planning Project charter Expert judgment Project management plan

Outputs from other processes Facilitation techniquesEEFOPA

3 Direct & Manage Project Work Executing Project management plan Expert judgment DeliverablesApproved change requests Project management information

systemWork performance data

EEF Meetings Change requestsOPA Project management plan

Project documents updates4 Monitor & Control Project Work Monitoring & Controlling Project management plan Expert judgment Change requests

Schedule forecasts Analytical techniques Work performance reports

cost forecasts Project management informationsystem

Project management plan

Validated changes Meetings Project documents updates

Work performance informationEEFOPA

5 Perform Integrated Change Control Monitoring & Controlling Project management plan Expert judgment Approved change requests

Change requests Meetings Change logWork performance reports Change control tools Project management plan updates

EEF Project documents updates

OPA6 Close Project or Phase Closing Project management plan Expert judgment Final product, service, or result transition

Accepted deliverables Analytical techniques OPA updatesOPA Meetings

3

PROJECT SCOPE MANAGEMENT

A set of processes is used to ensure that the project includes all the requirements and

that no new requirements are added in a way that could harm the project. This

knowledge area includes the processes required to ensure that the project includes all

the work required, and only the work required, to complete the project successfully and

includes setting clearly defined project objectives, defining major project deliverables,

and controlling changes to those deliverables. Managing the scope primarily concerns

defining and controlling what is and what is not included in the project.

4

PROJECT SCOPE MANAGEMENT OVERVIEW

PROCESS PROCESS GROUP INPUTS TOOLS & TECHNIQUES OUTPUTS

1 Plan Scope Management Planning Project management plan Expert judgment Scope management planProject charter Meetings Requirements management planEEFOPA

2 Collect Requirements Planning Scope management plan Interviews Requirements documentationRequirements management plan Focus groups Requirements traceability matrixStakeholder management plan Facilitated workshopsProject charter Group creativity techniquesStakeholder register Group decision-making techniques

Questionnaires & surveysObservationsPrototypesBenchmarkingContext diagramsDocument analysis

3 Define Scope Planning Scope management plan Expert judgment Project scope statementProject charter Product analysis Project documents updatesRequirements documentation Alternatives generationOPA Facilitated workshops

4 Create WBS Planning Scope management plan Decomposition Scope baselineProject scope statement Expert judgment Project documents updatesRequirements documentationEEFOPA

5 Validate Scope Monitoring & Controlling Project management plan Inspection Accepted deliverables

Requirements documentation Group decision-making techniques Change requests

Requirements traceability matrix Work performance informationVerified deliverables Project documents updatesWork performance data

5

6 Control Scope Monitoring & Controlling Project management plan Variance analysis Work performance informationRequirements documentation Change requestsRequirements traceability matrix Project management plan updatesWork performance data Project documents updatesOPA OPA updates

6

PROJECT TIME MANAGEMENT

Processes are required to manage the timely completion of the project and to ensure

that the project is completed on schedule. This knowledge area is driven by risk,

resource availability, business value, and the scheduling methods used.

7

PROJECT TIME MANAGEMENT OVERVIEW

PROCESS PROCESS GROUP INPUTS TOOLS & TECHNIQUES OUTPUTS

1 Plan Schedule Management Planning Project management plan Expert judgment Schedule management planProject charter Analytical techniquesEEF MeetingsOPA

2 Define Activities Planning Schedule management plan Decomposition Activity listScope baseline Rolling wave planning Activity attributesEEF Expert judgment Milestone listOPA

3 Sequence Activities Planning Schedule management plan Precedence diagramming method(PDM)

Project schedule network diagrams

Activity list Dependency determination Project documents updatesActivity attributes Leads & lagsMilestone listProject scope statementEEFOPA

4 Estimate Activity Resources Planning Schedule management plan Expert judgment Activity resource requirementsActivity list Alternative analysis Resource breakdown structure (RBS)Activity attributes Published estimating data Project documents updatesResource calendars Bottom-up estimatingRisk register Project management softwareActivity cost estimatesEEFOPA

5 Estimate Activity Durations Planning Schedule management plan Expert judgment Activity duration estimatesActivity list Analogous estimating Project documents updatesActivity attributes Parametric estimatingActivity resource requirements Three-point estimatingResource calendars Group decision-making techniques

Project scope statement Reserve analysisRisk register

8

Resource breakdown structure (RBS)EEFOPA

6 Develop Schedule Planning Schedule management plan Schedule network analysis Schedule baselineActivity list Critical path method Project scheduleActivity attributes Critical chain method Schedule dataProject schedule network diagrams Resource optimization techniques Project calendarsActivity resource requirements Modeling techniques Project management plan updatesResource calendars Leads & lags Project documents updatesActivity duration estimates Schedule compressionProject scope statement Scheduling toolRisk registerProject staff assignmentsResource breakdown structure (RBS)EEFOPA

7 Control Schedule Monitoring & Controlling Project management plan Performance reviews Work performance informationProject schedule Project management software Schedule forecastsWork performance data Resource optimization techniques Change requestsProject calendars Modeling techniques Project management plan updatesSchedule data Leads & lags Project documents updatesOPA Schedule compression OPA updates

Scheduling tool

9

COST MANAGEMENT

Project cost management includes the processes involved in planning, estimating,

budgeting, financing, funding, managing, and controlling costs sothat the project can be

completed within the approved budget. In other words, this knowledge area includes

processes to ensure that the project is completed on budget.

10

PROJECT COST MANAGEMENT OVERVIEW

PROCESS PROCESS GROUP INPUTS TOOLS & TECHNIQUES OUTPUTS

1 Plan Cost Management Planning Project management plan Expert judgment Cost management planProject charter Analytical techniquesEEF MeetingsOPA

2 Estimate Costs Planning Cost management plan Expert judgment Activity cost estimatesHR management plan Analogous estimating Basis of estimatesScope baseline Parametric estimating Project documents updatesProject schedule Bottom-up estimatingRisk register Three-point estimatingEEF Reserve analysisOPA Cost of quality

Project management softwareVendor bid analysisGroup decision-making techniques

3 Determine Budget Planning Cost management plan Cost aggregation Cost baselineScope baseline Reserve analysis Project funding requirementsActivity cost estimates Expert judgment Project documents updatesBasis of estimates Historical relationshipsProject schedule Funding limit reconciliationResource calendarsRisk registerAgreementsOPA

4 Control Costs Monitoring & Controlling Project management plan Earned value management Work performance informationProject funding requirements Forecasting cost forecastsWork performance data To-complete performance index

(TCPI)change requests

OPA Performance reviews Project management plan updatesProject management software Project documents updatesReserve analysis OPA updates

11

PROJECT QUALITY MANAGEMENT

Project Quality Management includes the processes and activities of the performing

organization that determine the quality policies, objectives, and responsibilities so that

the project will satisfy the needs for which it was undertaken. It uses policies and

procedures to implement, within the project’s context, the organization’s quality

management system and supports continuous process improvement activities as

undertaken on behalf of the performing organization. This area also includes developing

plans to ensure that project requirements, including product requirements, are met and

validated. Quality management can ultimately establish a quality policy, help understand

quality principles introduced by quality experts, developing quality assurance processes,

and control the quality of all project deliverables.

12

PROJECT QUALITY MANAGEMENT OVERVIEW

PROCESS PROCESS GROUP INPUTS TOOLS & TECHNIQUES OUTPUTS

1 Plan Quality Management Planning Project management plan Cost-benefit analysis Quality management planStakeholder register Cost of quality Process improvement planRisk register Seven basic quality tools Quality metricsRequirements documentation Benchmarking Quality checklistsEEF Design of experiments Project documents updatesOPA Statistical sampling

Additional quality planning toolsMeetings

2 Perform Quality Assurance Executing Quality management plan Quality management & control tools change requests

Process improvement plan Quality audits Project management plan updatesQuality metrics Process analysis Project documents updatesQuality control measurements OPA updatesProject documents

3 Control Quality Monitoring & Controlling Project management plan Seven basic quality tools Quality control measurementsQuality metrics Statistical sampling Validated changesQuality checklists Inspection Verified deliverablesWork performance data Approved change requests review Work performance informationApproved change requests change requestsDeliverables Project management plan updatesProject documents Project documents updatesOPA OPA updates

13

PROJECT HR MANAGEMENT

Project Human Resource Management includes the processes that organize, manage,

and lead the project team. This knowledge area includes all the processes used to

develop, manage, and put the project team together. This involves planning HR

management, acquiring and developing the project team, motivating the team, and

understanding management styles and organizational structure.

14

PROJECT HR MANAGEMENT OVERVIEW

PROCESS PROCESS GROUP INPUTS TOOLS & TECHNIQUES OUTPUTS

1 Plan HR Management Planning Project management plan Organization charts & positiondescriptions

Human resource management plan

Activity resource requirements NetworkingEEF Organizational theoryOPA Expert judgment

Meetings2 Acquire Project Team Executing Human resource management plan Pre-assignment Project staff assignments

EEF Negotiation Resource calendarsOPA Acquisition Project management plan updates

Virtual teamsMulti-criteria decision analysis

3 Develop Project Team Executing Human resource management plan Interpersonal skills Team performance assessmentsProject staff assignments Training EEF updatesResource calendars Team-building activities

Ground rulesCo-locationRecognition & rewardsPersonnel assessment tools

4 Manage Project Team Executing Human resource management plan Observation & conversation change requestsProject staff assignments Project performance appraisals Project management plan updatesTeam performance assessments Conflict management Project documents updatesIssue log Interpersonal skills EEF updatesWork performance reports OPA updatesOPA

15

PROJECT COMMUNICATIONS MANAGEMENT

Project Communications Management includes the processes that are required to

ensure the timely and appropriate planning, collection, creation, distribution, storage,

retrieval management, control, monitoring, and ultimate disposition of project

information. This knowledge area determines what information is needed, how that

information will be sent and managed, and how project performance is reported. This

involves planning and distributing information correctly and to the appropriate

stakeholders, reporting the performance, managing stakeholders, and developing

processes to ensure effective transfer of information. Communications management is

mainly about effective communication among those involved in the project, from

stakeholders to internal project interests at different levels and with differing views.

16

PROJECT COMMUNICATIONS MANAGEMENT OVERVIEW

PROCESS PROCESS GROUP INPUTS TOOLS & TECHNIQUES OUTPUTS

1 Plan Communications Management Planning Project management plan Communication requirementsanalysis

Communications management plan

Stakeholder register Communication technology Project documents updatesEEF Communication modelsOPA Communication methods

Meetings2 Manage Communications Executing Communications management plan Communication technology Project communications

Work performance reports Communication models Project management plan updatesEEF Communication methods Project documents updatesOPA Information management systems OPA updates

Performance reporting3 Control Communications Monitoring & Controlling Project management plan Information management systems Work performance information

Project communications Expert judgment Change requestsIssue log Meetings Project management plan updatesWork performance data Project documents updatesOPA OPA updates

17

PROJECT RISK MANAGEMENT

Project Risk Management includes the processes of conducting risk management

planning, identification, analysis, response planning, and risk control in a project. The

objectives of project risk management are to increase the likelihood and impact of

positive events and decrease the likelihood and impact of negative events in the project.

This area includes identifying potential project risk events, using qualitative and

quantitative analysis to prioritize potential risks, respond to risk situations, and develop

risk monitoring and controlling processes. The PM and the project team actively discuss

potential risk situations that will make difference between a smooth-flowing project and

a project filled with surprises and potential disasters.

18

PROJECT RISK MANAGEMENT OVERVIEW

PROCESS PROCESS GROUP INPUTS TOOLS & TECHNIQUES OUTPUTS

1 Plan Risk Management Planning Project management plan Analytical techniques Risk management planProject charter Expert judgmentStakeholder register MeetingsEEFOPA

2 Identify Risks Planning Risk management plan Documentation reviews Risk registerCost management plan Information gathering techniquesSchedule management plan Checklist analysisQuality management plan Assumptions analysisHR management plan Diagramming techniquesScope baseline SWOT analysisActivity cost estimates Expert judgmentActivity duration estimatesStakeholder registerProject documentsProcurement documentsEEFOPA

3 Perform Qualitative Risk Analysis Planning Risk management plan Risk probability & impact assessment Project documents updates

Scope baseline probability & impact matrixRisk register Risk data quality assessmentEEF Risk categorizationOPA Risk urgency assessment

Expert judgment4 Perform Quantitative Risk Analysis Planning Risk management plan Data gathering & representation

techniquesProject documents updates

Cost management plan Quantitative risk analysis & modelingtechniques

Schedule management plan Expert judgmentRisk registerEEFOPA

19

5 Plan Risk Responses Planning Risk management plan Strategies for negative risks or threats Project management plan updates

Risk register Strategies for positive risks oropportunities

Project documents updates

Contingent response strategiesExpert judgment

6 Control Risks Monitoring & Controlling Project management plan Risk reassessment Work performance informationRisk register Risk audits Change requestsWork performance data Variance & trend analysis Project management plan updatesWork performance reports Technical performance measurement Project documents updates

Reserve analysis OPA updatesMeetings

20

PROJECT PROCUREMENT MANAGEMENT

Project Procurement Management includes the processes necessary to purchase or

acquire products, services, or results needed from outside the project team to complete

the project objectives. This includes determining what goods and services should be

purchased or developed internally by an organization, planning purchases, and

developing procurement documentation such as request for proposals. It also involves

determining appropriate contract types, negotiating terms, selecting sellers, managing

contracts through implementation, and them managing project closure and contractual

closure.

21

PROJECT PROCUREMENT MANAGEMENT OVERVIEW

PROCESS PROCESS GROUP INPUTS TOOLS & TECHNIQUES OUTPUTS

1 Plan Procurement Management Planning Project management plan Make-or-buy analysis Procurement management planRequirements documentation Expert judgment Procurement statement of workRisk register Market research Procurement documentsActivity resource requirements Meetings Source selection criteriaProject schedule Make-or-buy decisionsActivity cost estimates Change requestsStakeholder register Project documents updatesEEFOPA

2 Conduct Procurements Executing Procurement management plan Bidder conference Selected sellersProcurement documents Proposal evaluation techniques AgreementsSource selection criteria Independent estimates Resource calendarsSeller proposals Expert judgment Change requestsProject documents Analytical techniques Project management plan updatesMake-or-buy decisions Procurement negotiations Project documents updatesProcurement statement of workOPA

3 Control Procurements Monitoring & Controlling Project management plan Contract change control system Work performance informationProcurement documents Procurement performance reviews Change requests

Agreements Inspections & audits Project management plan updatesApproved change requests Performance reporting Project documents updatesWork performance data Payment systems OPA updatesWork performance reports Claims administration

Records management system4 Close Procurements Closing Project management plan Procurement audits Closed procurements

Procurement documents Procurement negotiations OPA updatesRecords management system

22

PROJECT STAKEHOLDER MANAGEMENT

Project stakeholders include anyone influenced by or influencing the result of a project.

Project Stakeholder Management includes the processes to ensure the identification of

stakeholders and to plan, manage, and control their engagement, which is required to

identify the people, groups, or organizations that could impact or be impacted by the

project, to analyze stakeholder expectations and their impact on the project, and to

develop appropriate management strategies for effectively engaging stakeholders in

project decisions and execution. Stakeholder management also focuses on continuous

communication with stakeholders to understand their needs and expectations,

addressing issues as they occur, managing conflicting interests, and fostering appropriate

stakeholder engagement in project decisions and activities.

23

PROJECT STAKEHOLDER MANAGEMENT OVERVIEW

PROCESS PROCESS GROUP INPUTS TOOLS & TECHNIQUES OUTPUTS

1 Identify Stakeholders Initiating Project charter Stakeholder analysis Stakeholder registerProcurement documents Expert judgmentEEF MeetingsOPA

2 Plan Stakeholder Management Planning Project management plan Expert judgment Stakeholder management planStakeholder register Meetings Project documents updatesEEF Analytical techniquesOPA

3 Manage Stakeholder Engagement Executing Stakeholder management plan Communication methods Issue logCommunications management plan Interpersonal skills Change requestsChange log Management skills Project management plan updatesOPA Project documents updates

OPA updates4 Control Stakeholder Engagement Monitoring & Controlling Project management plan Information management systems Work performance information

Issue log Expert judgment Change requestsWork performance data Meetings Project management plan updatesProject documents Project documents updates

OPA updates