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PMO Education– PMBOK Overview Tuesday, August 20th 9:00 a.m. – 1:00 p.m. Training Room

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PMO Education– PMBOK Overview

Tuesday, August 20th 9:00 a.m. – 1:00 p.m.

Training Room

The purpose of this course is to ensure that the entire Project Management Office (PMO) has the tools for utilizing the Project Management Body of Knowledge (PMBOK) principles - specifically around the Process Groups and Knowledge Areas - to build up the team's project management capabilities.

2

Course Agenda

3

Course Introduction

Module 1: Knowledge Areas

Module 2: Process Groups

Module 3: Interpersonal Skills

Course Wrap-Up

Course Agenda

4

Course Introduction

Module 1: Knowledge Areas

Module 2: Process Groups

Module 3: Interpersonal Skills

Course Wrap-Up

Introduction

What are the Course Objectives? What is Project Management? Why PMI’s Project Management Body of Knowledge?

5

Course Objectives

By the end of this course, you will be able to

Understand how to find the PMBOK Process Groups and Knowledge Areas Navigate the PMBOK as a resource to apply PMBOK principles to Project Management at Company Identify the soft skills associated with delivery according to PMBOK

6

Pay attention... there will be pop quizzes!

7

Rules of Engagement

8

What is Project Management?

Project management is the application of knowledge, skills, tools, and techniques to project activities to meet the project requirements.

9

Project Management Maturity Model

10

Ad-hoc Level 1

Planned Level 2

Managed Level 3

Integrated Level 4

Optimized Level 5

SOURCE: Capability Maturity Model Integration (CMMI)

Why the Project Management Body of Knowledge?

First Edition 1995 Detailed methodology, process, and tools Repeatable, adaptable

11

How is the Project Management Body of Knowledge organized?

Initiating Process Group

Planning Process Group

Executing Process Group

Monitoring and

Controlling

Closing Process Group

4. Project Integration Management5. Project Scope Management6. Project Time Management7. Project Cost Management8. Project Quality Management9. Project Human Resource Management

10. Project Communication Management

12. Project Procurement Management11. Project Risk Management

13. Stakeholder Management

Knowledge AreasProcess Groups

12

Initiating Process Group

Planning Process Group

Executing Process Group

Monitoring and

Controlling

Closing Process Group

4.1 Develop Project Charter

4. Project Integration Management

4.2 Develop Project Management Plan

4.3 Direct and Manage Project Work

4.4 Monitor and Control Project Work 4.5 Perform Integrated Change Control

4.6 Close Project or Phase

5. Project Scope Management

5.1 Plan Scope Management 5.2 Collect Requirements 5.3 Define Scope 5.4 Create WBS

6. Project Time Management

6.1 Plan Schedule Management 6.2 Define Activities 6.3 Sequence Activities 6.4 Estimate Activity Resources 6.5 Estimate Activity Durations 6.6 Develop Schedule

7. Project Cost Management

7.1 Plan Cost Management 7.2 Estimate Costs 7.3 Determine Budget

5.5 Validate Scope 5.6 Control Scope

6.7 Control Schedule

7.4 Control Costs

8. Project Quality Management

8.1 Plan Quality Management

9. Project Human Resource Management

9.1 Plan HR Management

Process Groups

Knowledge Areas

13

8.2 Perform Quality Assurance 8.3 Control Quality

9.2 Acquire Project Team 9.3 Develop Project Team 9.4 Manage Project Team

p. 61

Initiating Process Group

Planning Process Group

Executing Process Group

Monitoring and

Controlling

Closing Process Group

10. Project Communication Management

10.1 Plan Communications Management

10.2 Manage Communications

10.3 Control Communications

12. Project Procurement Management

12.1 Plan Procurement Management

11. Project Risk Management

11.1 Plan Risk Management 11.2 Identify Risks 11.3 Perform Qualitative Risk Analysis 11.4 Perform Quantitative Risk Analysis 11.5 Plan Risk Responses

13. Stakeholder Management

13.2 Plan Stakeholder Management

12.3 Control Procurements

13.4 Control Stakeholder Engagement

12.2 Conduct Procurements

13.1 Identify Stakeholders

13.3 Manage Stakeholder Engagement

11.6 Control Risks

Process Groups

Knowledge Areas

14

12.3 Close Procurements

p. 61

Pop Quiz #1What does PMBOK stand for?

Project Management Body of Knowledge

What are the PMBOK Process Groups?

Initiating Planning Executing Monitoring and Controlling Closing

15

Course Agenda

16

Course Introduction

Module 2: Process Groups

Module 3: Interpersonal Skills

Course Wrap-Up

Module 1: Knowledge Areas

Knowledge Areas

17

Project Case Study

18

Marriott Bedding Case Study

Time limit: 3 minutes

4 Project Integration Management

19

What is Project Integration Management?

Identify, define, combine, unify, and coordinate the various processes and project management activities within the Project Management Process groups.

p. 63

4 Project Integration Management

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What activities does Project Integration Management include?

Coordination across Process Areas

Communication

Making decisions

p. 63

4 Project Integration Management

21

What are the outputs of the Project Management Plan?

Scope baseline, schedule baseline, cost baseline;

Subsidiary plans to include scope management, requirements, schedule

p. 76

4.1 Develop Project Charter

22p. 66

4.1 Develop Project Charter

What is included in a project charter?

Project purpose or justification, Measurable project objectives and related success criteria, High-level requirements, Assumptions and constraints, High-level project description and boundaries, High-level risks, Summary milestone schedule, Summary budget, Stakeholder list, Project approval requirements Assigned project manager, responsibility, and authority level Name and authority of the sponsor or other person(s) authorizing the project charter.

23

Hint: Turn to page 71

p. 71

Project Case Study #2 - Project CharterProject purpose or justification

Measurable project objectives and related success criteria

High level risks 24

Group Exercise #1Split into 2 groups - Group A and Group B

Group A: Scope Management, Time Management Group B: Cost Management, Quality Management

Discuss and prepare the following:

Describe the process area What components have you used? How?

25

Time limit: 20 minutes

Group Exercise #1

Describe the process area.

What components have you used? How?

What is new? How can you use this at Company?

26

5 Project Scope Management

What is WBS?

27

Work Breakdown Structure

p. 105

5.4 Create WBS5.4.2.1 Decomposition Dividing and subdividing the project scope and project deliverables into smaller, more manageable parts. Work package is the work defined at the lowest level of the WBS for which cost and duration can be estimated and managed. The level of decomposition is often guided by the degree of control needed to effectively manage the project.

28p. 128

5.4 Create WBS

29p. 125

Sample WBS

30p. 129

Project Case Study #3- Create WBS

Create WBS for the Marriott Case Study

31

6 Project Time Management

Activity Definition

Activity Sequencing

Project Schedule

32p. 141

7 Project Cost Management

Budgeting

Finance

33p. 193

8 Project Quality Management

Quality Metrics

Quality Audit

34p. 227

Pop Quiz #2When do you begin developing the project charter?

What is a WBS?

Name 3 Knowledge Areas that we have discussed so far.

35

Pop Quiz #2When do you begin developing the project charter? In the beginning!

What is a WBS? Work Breakdown Structure

Name 3 Knowledge Areas that we have discussed so far. Integration, Scope, Time, Cost, or Quality

36

Course Agenda

37

Course Introduction

Module 2: Process Groups

Module 3: Interpersonal Skills

Course Wrap-Up

Module 1: Knowledge Areas

38

SOURCE: http://www.dilbert.com/ Used for educational purposes.

9 Project Human Resource Management

What are the Human Resource elements of project management?

Team building Resource calendars Onboarding and orientation Staff assignments Team performance

39p. 255

10 Project Communications Management

Project Communications Management includes the processes that are required to ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, monitoring, and the ultimate disposition of project information.

40p. 287

Case Study #4: Communication Plan

41

Audience/ Stakeholder

Group

Purpose/ Objective

Format (meetings, email,

status, etc.)Frequency Responsible

42

SOURCE: http://www.dilbert.com/ Used for educational purposes.

10.2.2.5 Performance Reporting

Performance reporting involves the periodic collection and analysis of baseline versus actual data to understand and communicate the project progress and performance as well as to forecast the project results.

43p. 301

Case Study #5: Status Report

Accomplishments

Next Steps

Risks

44

Status Reporting: Best Practices

Keep It Simple

Clear/ concise

Unambiguous

Active vs. passive tense

45

Group Exercise #2Split into 2 groups - Group A and Group B

Group A: 11 Risk Management Group B: 12 Procurement Management

Discuss and prepare the following:

Describe the process area What components have you used? How?

46

Time limit: 10 minutes

Group Exercise #2

Describe the process area.

What components have you used? How?

What is new? How can you use this at Compn?

47

11 Project Risk Management

Risk Identification

Probability vs. Impact

Risk Responses

48p. p. 309

12 Project Procurement Management

Contract Administration

Purchase Orders

Vendor Management

49p. 355

13 Project Stakeholder Management

Project Stakeholder Management includes the processes 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.

50p. 391

Power/ Influence Grid

51p. 397

Stakeholder Engagement Matrix

52p. 403

Pop QuizWhat are the PMBOK Knowledge Areas?

What can I use to plan communications for my project?

I have defined the scope of my project and need to develop a schedule, what should I do next?

What are available responses to risk?

53

Break: 5 minutes

Pop QuizWhat are the PMBOK Knowledge Areas? Integration, Time, Cost, Human Resource, Risk, Procurement, Stakeholder, Quality, Communication

What can I use to plan communications for my project? Communication Plan

I have defined the scope of my project and need to develop a schedule, what should I do next? Create WBS

What are available responses to risk? Avoid, Transfer, Mitigate, Accept

54

Course Agenda

55

Course Introduction

Module 1: Knowledge Areas

Module 3: Interpersonal Skills

Course Wrap-Up

Module 2: Process Groups

Process Groups

56

Initiating Process Group

57Annex A1, p . 425

Planning Process Group

58Annex A1, p . 428

Executing Process Group

59Annex A1, p . 445

Monitoring and Controlling Process Group

60Annex A1, p . 451

Closing Process Group

61Annex A1, p . 460

Pop Quiz

What Process Group touches every Knowledge Area?

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Any Questions?

63

Break/ Lunch: 15 minutes

Course Agenda

64

Course Introduction

Module 1: Knowledge Areas

Module 2: Process Groups

Course Wrap-Up

Module 3: Interpersonal Skills

Interpersonal Skills

65

Interpersonal Skills for Successful Project The key to your project’s success is the project team.

66p. 513

Group Exercise

1. What would you define as interpersonal skills?

2. Prioritize the top 3 interpersonal skills for project managers at Company.

67

Group Exercise...Cont’d

Interpersonal Skills

Behaviors

Behaviors

Behaviors

68

Group Exercise...Cont’d

Rating Scale: 1-5 1: Not at all 2: A little 3: So-so 4: Most times 5: Always

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What will you do differently?

Write down 3 new behaviors you will take on to help develop your interpersonal skills.

70

Course Agenda

71

Course Introduction

Module 1: Knowledge Areas

Module 2: Process Groups

Module 3: Interpersonal Skills

Course Wrap-Up

Feedback

72

Next Steps

• PMBOK Resource • PMO Wiki • ITIL Training • 4 PMI PDUs (Cat B - Continuing Ed) • PMP certification

Thank you!73