The 10 Knowledge Areas & ITTOs

Transcription

1 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]

2 The 10 knowledge Areas and the 47 Processes Based on the PMBoK 5th

3 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.

4 Project Integration Management Process Name Inputs Outputs Tools & Techniques Develop Project Project Statement of Work Project Charter Experts Judgment Charter Business Case Facilitation Techniques Agreements Develop Project Management Plan Direct and Manage Project Work Monitor and Control Project Work Perform Integrated Change Control Enterprise Environmental Factors Project Charter Project Management Plan Experts Judgment Outputs From other Processes Facilitation Techniques Enterprise Environmental Factors Project Management Plan Deliverables Experts Judgment Approved Change Requests Work Performance data Project management information system(pmis) Enterprise Environmental Factors Change requests Meetings Project documents Project Management Plan Change Requests Experts Judgment Costs forecasts Work performance reports Analytical techniques Schedule forecasts Project management plan Project management information system(pmis) Validated changes Project documents Meetings Work performance information Enterprise Environmental Factors Project Management Plan Approved change requests Experts Judgment Work Performance reports Change log Meetings Change Requests Project management plan Change Control tools Enterprise Environmental Factors Project documents Close Project or Phase Project Management Plan Final product, service, or result transition Accepted deliverables Organizational Process Assets Experts Judgment Analytical techniques Meetings

5 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

6 Project Scope Management Process Name Inputs Outputs Tools & Techniques Plan Scope Project management plan Scope management plan Experts Judgment Management Project charter Requirements management Meetings plan Enterprise Environmental Factors Collect Requirements Scope management plan Requirements Interviews documentation Requirements management plan Requirements traceability Focus group matrix 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 Product analysis Requirements documentation Alternative generation Facilitated workshops Create WBS Scope management plan Scope baseline Experts Judgment Project scope statement Project documents Decomposition Requirements documentation Enterprise Environmental Factors 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 Work performance data Control Scope Project management plan Work performance Variance analysis information Requirements documentation Change requests Requirements traceability matrix Project management plan Work performance data Project documents Org. process assets

7 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

8 Project Time Management Process Name Inputs Outputs Tools & Techniques Plan Schedule Project management plan Schedule management plan Experts Judgment Management Project charter Analytical techniques Enterprise Environmental Factors Meetings Define Activities Schedule management plan Activity list Decomposition Scope baseline Activity attributes Rolling wave planning Enterprise Environmental Factors Milestone list Experts Judgment Sequence Activities Schedule management plan Project schedule network diagram Estimate Activity Resources Estimate Activity Duration Precedence diagramming method(pdm) Activity list Project documents Dependency determination Activity attributes Leads and lags Milestone list Project scope statement Enterprise Environmental Factors Schedule management plan Activity resource Experts Judgment requirements Activity list Resource breakdown Alternative analysis structure Activity attributes Project documents Published estimating data Resource calendars Bottom-up estimating Risk registrar Project management software Activity cost estimates Enterprise Environmental Factors Schedule management plan Activity duration estimate Experts Judgment Activity list Project documents Analogous estimating Activity attributes Parametric estimating Activity resource requirements Three-point estimating Resource calendars Group decision-making techniques Project scope statement Reserve analysis Risk register Resource breakdown structure Enterprise Environmental Factors

9 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 diagrams Project calendars Resource optimization techniques Activity resource requirements Project management plan Modeling techniques Resource calendars Project documents Leads and lags Activity duration estimate Schedule compression Project scope statement Scheduling tools Risk register Project staff assignments Resource breakdown structure Enterprise Environmental Factors Control Schedule Project management plan Work performance Performance reviews information Project schedule Schedule forecasts Project management software Work performance data Change requests Resource optimization techniques Project calendars Project management plan Modeling techniques Schedule data Project documents Leads and lags Schedule compression Scheduling tools

10 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.

11 Project Cost Management Process Name Inputs Outputs Tools & Techniques Plan Cost Project management plan Cost management plan Experts Judgment Management Project charter Analytical techniques Enterprise Environmental Factors Meetings Estimate Costs Cost management plan Activity cost estimates Experts Judgment HR management plan Basis of estimates Analogous estimating Scope baseline Project documents Parametric estimating Project schedule Bottom-up estimating Risk register Three-point estimating Reserve analysis Cost of quality Project management software (PMS) 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 Expert judgment Basis of estimates Project schedule Resource calendars Risk register Agreements Control Costs Project management plan Work performance information Historical relationships Funding limit reconciliation Earned value management Project funding requirements Cost forecasts Forecasting Work performance data Change requests To-complete performance index(tcpi) Project management plan Project documents Performance reviews Project management software Reserve analysis

12 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.

13 Project Quality Management Process Name Inputs Outputs Tools & Techniques Plan Quality Project management plan Quality management plan Cost-benefit analysis Management 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 Design of experiments 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 Quality audits Quality metrics Project documents Process analysis Quality control measurements 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 Project documents Project documents

14 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.

15 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 Expert judgment Meetings Acquire Project Team HR management plan Project staff assignments Pre- assignments Enterprise environmental factors Resource calendars Negotiation Project management plan Acquisition Develop Project Team HR management plan Team performance assessments Project staff assignments Enterprise environmental factors Resource calendars Virtual teams Multi-criteria decision plan Interpersonal skills Training 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 Project performance appraisals Team performance assessments Project documents Conflict management Issue log Enterprise environmental Interpersonal skills factors Work performance reports

16 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

17 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 Communication technology Enterprise environmental factors Communication models Communication Methods Meetings Manage Communications Communication management plan Project communications Communication technology Work performance reports Project management plan Communication models Enterprise environmental factors Project documents Communication methods Information management systems Control Communications Performance reporting Project management plan Work performance Information information management systems Project communications Change requests Expert judgment Issue log Project management plan Meeting Work performance data Project documents

18 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

19 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 Identify Risks Risk management plan Risk register Documentations reviews Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis 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 Risk management plan Project documents Risk probability and impact assessment Scope baseline Probability and impact matrix Risk register Risk data quality assessment Enterprise environmental factors Risk categorization Risk urgency assessment Expert judgment Risk management plan Project documents Data gathering and representation techniques Cost management plan Schedule management plan Risk register Enterprise environmental factors Plan Risk Responses Risk management plan Project management plan Quantitative risk analysis and modeling techniques Expert judgment Strategies for negative risks or threats Risk register Project documents Strategies for positive risks or opportunity Contingent response

20 strategies Expert judgment Control Risks Project management plan Work performance Risk reassessment information Risk register Change requests Risk audits Work performance data Project management plan Variance and trend analysis Work performance reports Project documents Technical performance measurements 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.

21 Project Procurement Management Process Name Inputs Outputs Tools & Techniques Plan Procurement Project management plan Procurement management Make-or-buy analysis Management plan Requirements documentation Procurement statement of Expert judgment work 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 Enterprise environmental factors 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 Advertising Make-or-buy decision Project documents Analytical techniques Procurement statement of work Procurement negotiations Control Procurements Procurement management plan Work performance information Contract change control system Procurement documents Change requests Procurement performance review Agreements Project management plan Inspections and audits Approved change request Project documents Performance reporting Work performance reports Payment systems Work performance data Claims administrations Records management system Close Procurements Project management plan Closed Procurement Procurement audits Procurement documents Procurement negotiations Records management system

22 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

23 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 Plan Stakeholder Project management plan Stakeholder management Expert judgment Management plan Stakeholder register Procurement documents Meetings Manage Stakeholder Engagement Control Stakeholder Engagement Enterprise environmental factors Analytical techniques Stakeholder management plan Issue log Communication methods Communication management plan Change requests Interpersonal skills Change log Project management plan Project documents Management skills Project management plan Work performance information Information management system Issue log Change requests Expert judgment Work performance data Project management plan Meetings Project documents Project documents

24 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

25 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 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.