undestand pmbok 5th, section 4
DESCRIPTION
This document is part of a series that explain the newly released PMBOK 5th edition. These documents provide simple explanation and summary of the book. However they do not replace the necessity of reading the book.(The 10 Knowledge Areas & ITTOs)TRANSCRIPT
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This document is part of a series that explain the newly released PMBOK 5th edition. These documents provide simple explanation and summary of the book. However they do not replace the necessity of reading the book.
The 10 Knowledge Areas & ITTOs Based on PMBOK® Guide 5th Edition
Amr Miqdadi,PMP [email protected]
http://www.pmlead.net
www.pmlead. The 10 knowledge Areas and the 47 Processes… Based on the PMBoK® 5th
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PMI®, PMP®, CAPM® and PMBOK® Guide are trademarks of the Project Management Institute, Inc. PMI® has not endorsed and did not participate in the development of this product.
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Project Integration Management Process Name Inputs Outputs Tools & Techniques
Develop Project Charter
Project Statement of Work Project Charter Experts Judgment Business Case Facilitation
Techniques Agreements Enterprise Environmental Factors Organizational Process Assets
Develop Project Management Plan
Project Charter Project Management Plan Experts Judgment Outputs From other Processes Facilitation
Techniques Enterprise Environmental Factors Organizational Process Assets
Direct and Manage Project Work
Project Management Plan Deliverables Experts Judgment Approved Change Requests Work Performance data Project management
information system Enterprise Environmental Factors Change requests Meetings Organizational Process Assets Project management plan
updates
Monitor and Control Project Work
Project Management Plan Change Requests Experts Judgment Costs forecasts Work performance reports Analytical techniques Schedule forecasts Project management plan
updates Project management information system
Validated changes Project documents updates
Meetings
Work performance information Enterprise Environmental Factors Organizational Process Assets
Perform Integrated Change Control
Project Management Plan Approved change requests Experts Judgment Work Performance reports Change log Meetings Change Requests Project management plan
updates Change log tools
Enterprise Environmental Factors Project documents updates
Organizational Process Assets Close Project or Phase Project Management Plan Final product, service, or
result transition Experts Judgment
Accepted deliverables Organizational Process Assets updates
Analytical techniques
Organizational Process Assets Meetings
Project Integration Management
Unification, consolidation, articulation and interactive actions those are crucial to project completion. Integration is about making choices, about where to concentrate resources and efforts. It also involves making tradeoffs among competing objectives and alternatives.
Integration is primarily concerned with effectively integrating the processes among the Project Management Process Groups.
• The project Charter o Authorizes Project Manager o Created based on a business need, a customer request, or a market demand o Signed by the performing organization’s senior management. o Officially confirms the start of the project o Includes high level project requirements, acceptance criteria, project objectives,
product requirements, and key milestone dates. • Develop Project management Plan
o A formal, approved document that defines how the project is managed, executed, and controlled. It may be summary or detailed and may be composed of one or more subsidiary management plans and other planning documents
o The plan guides your work on the project o It is iterative and progressively elaborated o PMBOK does not offer Project Management Methodology
• Direct and Manage Project Work
o The process of leading and performing the work defined in the project management plan, and implementing approved changes to achieve the project’s objectives.
• Monitor and Control Project Work o The process of tracking, reviewing, and reporting project progress against the
performance objectives defined in the project management plan
• Perform Integrated Change Control o The process of reviewing, approving, and managing changes across the project
• Close Project / Phase o The process of finalizing all activities to close the project/phase o Main risk here is resources tend to leave even before closing the project
properly. o Evaluating project success/failure, formal acceptance, project records, lessons
learned
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Project Scope Management Process Name Inputs Outputs Tools & Techniques
Plan Scope Management
Project management plan Scope management plan Experts Judgment Project charter Requirements management
plan Meetings
Enterprise Environmental Factors Organizational Process Assets
Collect Requirements Scope management plan Requirements documentation
Interviews
Requirements management plan Requirements traceability matrix
Focus group
Stakeholder management plan Facilitated workshops Project charter Group creativity
techniques Stakeholder register Group decision-making
techniques Questionnaires and
surveys Observations Prototypes Benchmarking Context diagram Document analysis
Define Scope Scope management plan Project scope statement Experts Judgment Project charter Project documents updates Product analysis Requirements documentation Alternative generation Organizational Process Assets Facilitated workshops
Create WBS Scope management plan Scope baseline Experts Judgment Project scope statement Project documents updates Decomposition Requirements documentation Enterprise Environmental Factors Organizational Process Assets
Validate Scope
Project management plan Accepted deliverables Inspection Requirements documentation Change requests Group decision-making
techniques Requirements traceability matrix Work performance
information
Verified deliverables Project documents updates Work performance data
Control Scope Project management plan Work performance information
Variance analysis
Requirements documentation Change requests Requirements traceability matrix Project management plan
updates
Work performance data Project documents updates Organizational process assets Org. process assets updates
Project Scope Management
Includes the processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully.
• Plan Scope Management o The process of creating a scope management plan the documents how the
project scope will be defined, validated, and controlled • Collect Requirements
o The process of determining, defining and documenting stakeholders’ needs to meet the project objectives
• Define Scope o The process of developing a detailed description of the project and product
• Create WBS o The process of subdividing project deliverables and project work into smaller and
more manageable components. • Validate Scope
o The process of formalizing acceptance of the completed project deliverables. • Control Scope
o The process of monitoring the status of the project and product scope and managing changes to the scope baseline
The term scope can refer to:
• Product scope: The features and functions that characterize a product, service, or result. The completion of product scope is measured against the product requirements
• Project scope: The work performed to deliver a product, service, or result with the specified features and functions. The project scope is measured against the project management plan and it is usually include the product scope
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Project Time Management
Process Name Inputs Outputs Tools & Techniques Plan Schedule Management
Project management plan Schedule management plan Experts Judgment Project charter Analytical techniques Enterprise Environmental Factors Meetings Organizational Process Assets
Define Activities Schedule management plan Activity list Decomposition Scope baseline Activity attributes Rolling wave planning Enterprise Environmental Factors Milestone list Experts Judgment Organizational Process Assets
Sequence Activities Schedule management plan Project schedule network diagram
Precedence diagramming method(PDM)
Activity list Project documents updates Dependency determination
Activity attributes Leads and lags Milestone list Project scope statement Enterprise Environmental Factors Organizational Process Assets
Estimate Activity Resources
Schedule management plan Activity resource requirements
Experts Judgment
Activity list Resource breakdown structure
Alternative analysis
Activity attributes Project documents updates Published estimating data
Resource calendars Bottom-up estimating Risk registrar Project management
software Activity cost estimates Enterprise Environmental Factors Organizational Process Assets
Estimate Activity Duration
Schedule management plan Activity duration estimate Experts Judgment Activity list Project documents updates Analogous estimating Activity attributes Parametric estimating Activity resource requirements Three-point estimating Work performance data Group decision-making
techniques Resource calendars Reserve analysis Project scope statement Risk register Resource breakdown structure Enterprise Environmental Factors Organizational Process Assets
Develop Schedule Schedule management plan Schedule baseline Schedule network analysis
Activity list Project schedule Critical path method Activity attributes Schedule data Critical chain method Project schedule network diagram Project calendars Resource optimization
techniques Activity resource requirements Project management plan
updates Modeling techniques
Resource calendars Project documents updates Leads and lags Activity duration estimate Schedule compression Project scope statement Scheduling tools Risk register Project staff assignments Resource breakdown structure Enterprise Environmental Factors Organizational Process Assets
Control Schedule Project management plan Work performance information
Performance reviews
Project schedule Schedule forecasts Project management software
Work performance data Change requests Resource optimization techniques
Project calendars Project management plan updates
Modeling techniques
Schedule data Project documents updates Leads and lags Organizational Process Assets Organizational Process Assets
updates Schedule compression
Scheduling tools
Project Time Management
Project Time Management includes the processes required to manage timely completion of the project.
The project time management processes and their associated tools and techniques are documented in the schedule management plan. The schedule management plan is contained in, or is a subsidiary plan of, the project management plan.
• Plan Schedule Management o The process of establishing the policies, procedures, and documentation for
planning, developing, managing, executing, and controlling the project schedule • Define Activities
o The process of identifying the specific actions to be performed to produce the project deliverables
• Sequence Activities o The process of identifying and documenting relationships among the project
activities • Estimate Activity Resources
o The process of estimating the type and quantities of material, people, equipment, or supplies required to perform each activity
• Estimate Activity Durations o The process of approximating the number of work periods needed to complete
individual activities with estimated resources. • Develop Schedule
o The process of analyzing activity sequences, durations, resource requirements, and schedule constraints to create the project schedule model.
• Control Schedule o The process of monitoring the status of the project to update project progress
and managing changes to the schedule baseline.
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Project Cost Management Process Name Inputs Outputs Tools & Techniques
Plan Cost Management
Project management plan Cost management plan Experts Judgment Project charter Analytical techniques Enterprise Environmental Factors Meetings Organizational Process Assets
Estimate Costs Cost management plan Activity cost estimates Experts Judgment HR management plan Basis of estimates Analogous estimating Scope baseline Project documents updates Parametric estimating Project schedule Bottom-up estimating Risk register Three-point estimating Requirements documentation Reserve analysis Organizational Process Assets Cost of quality Project management
software Vendor bid analysis Group decision-making
techniques Determine Budget Cost management plan Cost baseline Cost aggregation
Scope baseline Project funding requirements Reserve analysis Activity cost estimates Project documents updates Expert judgment Basis of estimates Historical relationships Project schedule Funding limit
reconciliation Resource calendars Risk register Agreements Organizational Process Assets
Control Costs Project management plan Work performance information
Earned value management
Project funding requirements Cost forecasts Forecasting Work performance data Change requests To-complete
performance index(TCPI)
Organizational Process Assets Project management plan updates
Performance reviews
Project documents updates Project management software
Organizational process assets updates
Reserve analysis
Project Cost Management
Include the processes Involved in planning, estimating, budgeting, funding, managing, and controlling costs so that the project can be completed within the approved budget.
• Plan Cost Management o The process that establishes the policies, procedures, and documentation for
planning, managing, expending, and controlling project costs • Estimate Costs
o The process of developing an approximation of the monetary resources needed to complete project activities
• Determine Budget o The process of aggregating the estimated costs of individual activities or work
packages to establish an authorized cost baseline. • Control Costs
o The process of monitoring the status of the project to update the project budget and managing changes to the cost baseline.
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Project Quality Management Process Name Inputs Outputs Tools & Techniques Plan Quality
Management Project management plan Quality management plan Cost-benefit analysis Stakeholder register Process improvement plan Cost of quality Risk register Quality metrics Seven basic quality tools Requirements documentation Quality checklists benchmarking Enterprise environmental factors Project documents updates Design of experiments Organizational Process Assets Statistical sampling Additional quality
planning tools Meetings
Perform Quality Assurance
Quality management plan Change requests Quality management and control tools
Process improvement plan Project management plan updates
Quality audits
Quality metrics Project documents updates Process analysis Quality control measurements Organizational Process Assets
updates
Project documents Control Quality Project management plan Quality control
measurements Seven basic quality tools
Quality metrics Validated changes Statistical sampling Quality Checklists Validated deliverables Inspection Work performance data Work performance
information Approved change requests review
Approved change requests Change requests Deliverables Project management plan
updates
Project documents Project documents updates Organizational Process Assets Organizational process assets
updates
Project Quality Management
Includes the processes and activities of the performing organization that determine quality policies, objectives, and responsibilities so that the project will satisfy the needs for which it was undertaken. It implements the quality management system through policy and procedures with continuous process improvement activities conducted throughout, as appropriate.
• Plan Quality Management o The process of identifying quality requirements and/or standards for the project
and product, and documenting how the project will demonstrate compliance with quality requirements
• Perform Quality Assurance(QA) o The process of auditing the quality requirements and the results from quality
control measurements to ensure appropriate quality standards and operational definitions are used.
• Perform Quality Control(QC) o The process of monitoring and recording results of executing the quality
activities to assess performance and recommend necessary changes.
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Project Human Resource Management Process Name Inputs Outputs Tools & Techniques
Plan HR Management Project management plan HR management plan Organization charts and position description
Activity resource requirements Networking Enterprise environmental factors Organizational theory Organizational process assets Expert judgment Meetings
Acquire Project Team HR management plan Project staff assignments Pre- assignments Enterprise environmental factors Resource calendars Negotiation Organizational process assets Project management plan
updates Acquisition
Virtual teams Multi-criteria decision
plan updates Develop Project Team HR management plan Team performance
assessments Interpersonal skills
Project staff assignments Enterprise environmental factors updates
Training
Resource calendars Team-building activities Ground rules Colocation Recognition and
rewards Personal assessment
tools Manage Project Team HR management plan Change requests Observation and
conversation Project staff assignments Project management plan
updates Project performance appraisals
Team performance assessments Project documents updates Conflict management Issue log Project management plan
updates Interpersonal skills
Work performance reports Organizational process assets Organizational process assets
Project Human Resource Management
HR management includes the processes that organize, manage, and lead the project team.
“The project management team, is a subset of the project team, and is responsible for the project management and leadership activities such as initiating, planning, executing, monitoring, controlling, and closing the various project phases. This group can also be referred to as the core, executive, or leadership team.”
• Plan Human Resource Management o The process of identifying and documenting project roles, responsibilities, and
required skills, reporting relationships, and creating a staffing management plan • Acquire Project Team
o The process of confirming human resource availability and obtaining the team necessary to complete project assignments
• Develop Project Team o The process of improving the competencies, team member interaction, and the
overall team environment to enhance project performance. • Manage Project Team
o The process of tracking team member performance, providing feedback, resolving issues, and managing changes to optimize project performance
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Project Communications Management Process Name Inputs Outputs Tools & Techniques
Plan Communication Management
Project management plan Communication management plan
Communication requirements analysis
Stakeholder register Project documents updates Communication technology
Enterprise environmental factors Communication models Organizational process assets Communication
Methods Meetings
Manage Communications
Communication management plan Project communications Communication technology
Work performance reports Project management plan updates
Communication models
Enterprise environmental factors Project documents updates Communication methods
Organizational process assets Organizational process assets updates
Information management systems
Performance reporting Control
Communications Project management plan Work performance
information Information management systems
Project communications Change requests Expert judgment Issue log Project management plan
updates Meeting
Work performance data Project documents updates Organizational process assets Organizational process assets
updates
Project Communications Management
Includes the processes required to ensure timely and appropriate planning, collection, distribution, storage, retrieval, management, control, monitoring, and ultimate disposition of project information. Project managers spend the majority of their time communicating with team members and other project stakeholders.
• Plan Communications Management o The process of developing an appropriate approach and plan for
communications based on stakeholder’s information needs and requirements, and available organizational assets
• Manage Communications o The process of creating, collecting, distributing, storing, retrieving and ultimate
disposition of project information in accordance with communications management plan
• Control Communications o The process of monitoring and controlling communications throughout the
entire project life cycle
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Project Risk Management Process Name Inputs Outputs Tools & Techniques
Plan Risk Management Project management plan Risk management plan Analytical techniques Project charter Expert judgment Stakeholder register Meetings Enterprise environmental factors Organizational process assets
Identify Risks Risk management plan Risk register Documentations reviews
Cost management plan Information gathering techniques
Schedule management plan Checklist analysis Quality management plan Assumptions analysis HR management plan Diagramming
techniques Scope baseline SWOT analysis Activity cost estimates Expert judgment Activity duration estimates Stakeholder register Project documents Procurement documents Enterprise environmental factors Organizational process assets
Perform Qualitative Risk Analysis
Risk management plan Project documents updates Risk probability and impact assessment
Scope baseline Probability and impact matrix
Risk register Risk data quality assessment
Enterprise environmental factors Risk categorization Organizational process assets Risk urgency assessment Expert judgment
Perform Quantitative Risk Analysis
Risk management plan Project documents updates Data gathering and representation techniques
Cost management plan Quantitative risk analysis and modeling techniques
Schedule management plan Expert judgment Risk register Enterprise environmental factors Organizational process assets
Plan Risk Responses Risk management plan Project management plan updates
Strategies for negative risks or threats
Risk register Project documents updates Strategies for positive risks or opportunity
Contingent response
strategies Expert judgment
Control Risks Project management plan Work performance information
Risk reassessment
Risk register Change requests Risk audits Work performance data Project management plan
updates Variance and trend analysis
Work performance reports Project documents updates Technical performance measurements
Organizational process assets updates
Reserve analysis
Meetings
Project Risk Management
The processes of conducting risk management planning, identification, analysis, response planning, and monitoring and control on a project. The objectives of Project Risk Management are to increase the probability and impact of positive events, and decrease the probability and impact of negative events in the project.
“Project risk is always in the future. Risk is an uncertain event or condition that, if it occurs, has an effect on at least one project objective. Objectives can include scope, schedule, cost, and quality.”
• Plan Risk Management o The process of defining how to conduct risk management activities for a project
• Identify Risks o The process of determining which risks may affect the project and documenting
their characteristics • Perform Qualitative Risk Analysis
o The process of prioritizing risks for further analysis or action by assessing and combining their probability of occurrence and impact
• Perform Quantitative Risk Analysis o The process of numerically analyzing the effect of identified risks on overall
project objectives. • Plan Risk Responses
o The process of developing options and actions to enhance opportunities and to reduce threats to project objectives.
• Control Risks o The process of implementing risk response plans, tracking identified risks,
monitoring residual risks, identifying new risks, and evaluating risk process effectiveness throughout the project.
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Project Procurement Management Process Name Inputs Outputs Tools & Techniques
Plan Procurement Management
Project management plan Procurement management plan
Make-or-buy analysis
Requirements documentation Procurement statement of work
Expert judgment
Risk register Procurement documents Market research Activity resource requirements Source selection criteria Meetings Project schedule Make-or-buy decision Activity cost estimates Change requests Stakeholder register Project document updates Enterprise environmental factors Organizational process assets
Conduct Procurements Procurement management plan Selected seller Bidder conference Procurement documents Agreements Proposal evaluation
techniques Source selection criteria Resource calendars Independent estimates Seller proposals Change requests Expert judgment Project documents Project management plan
updates Advertising
Make-or-buy decision Project documents updates Analytical techniques Procurement statement of work Procurement
negotiations Organizational process assets
Control Procurements Procurement management plan Work performance information
Contract change control system
Procurement documents Change requests Procurement performance review
Agreements Project management plan updates
Inspections and audits
Approved change request Project documents updates Performance reporting Work performance reports Organizational process assets
updates Payment systems
Work performance data Claims administrations Records management
system Close Procurements Project management plan Closed Procurement Procurement audits
Procurement documents Organizational process assets updates
Procurement negotiations
Records management system
Project Procurement Management
Includes the processes necessary to purchase or acquire products, services, or results needed from outside the project team. The organization can be either the buyer or seller of the products, services, or results of a project.
• Plan Procurement Management o The process of documenting project purchasing decisions, specifying the
approach, and identifying potential sellers • Conduct Procurements
o The process of obtaining seller responses, selecting a seller, and awarding a contract
• Control Procurements o The process of managing procurement relationships, monitoring contract
performance, and making changes and corrections as needed. • Close Procurements
o The process of completing each project procurement
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Project Stakeholder Management Process Name Inputs Outputs Tools & Techniques
Identify Stakeholders Project Charter Stakeholder register Stakeholder analysis Procurement documents Expert judgment Enterprise environmental factors Meetings Organizational process assets
Plan Stakeholder Management
Project management plan Stakeholder management plan
Expert judgment
Stakeholder register Procurement documents updates
Meetings
Enterprise environmental factors Analytical techniques Organizational process assets
Manage Stakeholder Engagement
Stakeholder management plan Issue log Communication methods
Communication management plan Change requests Interpersonal skills Change log Project management plan
updates Management skills
Organizational process assets Project documents updates Organizational process assets
updates
Control Stakeholder Engagement
Project management plan Work performance information
Information management system
Issue log Change requests Expert judgment Work performance data Project management plan
updates Meetings
Project documents Project documents updates Organizational process assets
updates
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.
• Identify Stakeholders o The process of identifying all people or organizations could impact or be
impacted by a decision, activity, or outcome of the project; and analyzing and documenting relevant information regarding their interests, involvement, influence and impact on project success.
• Plan Stakeholder Management o The process of developing appropriate management strategies to effectively
engage stakeholders throughout the project life cycle • Manage Stakeholder Engagement
o The process of communicating and working with stakeholders to meet their needs/expectations
• Control Stakeholder Engagement o The process of monitoring overall project stakeholder relationships and adjusting
strategies and plans for engaging stakeholders
You need to understand the terms and the logic relationships between the inputs, outputs and tools& techniques. Memorizing them is not enough and will lead you nowhere. Refer to the PMBoK 5h Edition for more details. & Please do not hesitate to contact me anytime if you have any questions, comments, and feedbacks.
Success is yours, Prepared By: Amr Miqdadi, PMP [email protected] http://www.pmlead.net
PMI®, PMP®, CAPM® and PMBOK® Guide are trademarks of the Project Management Institute, Inc. PMI® has not endorsed and did not participate in the development of this product.