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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 & Their ITTOs Based on PMBOK® Guide 5th Edition
Amr Miqdadi,PMP Miqdadi,PMP
[email protected]
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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 Develop Project Charter
Inputs Project Statement of Work Business Case
Outputs Project Charter
Tools & Techniques Experts Judgment Facilitation Techniques
Project Management Plan
Experts Judgment Facilitation Techniques
Deliverables Work Performance data
Experts Judgment Project management information system Meetings
Agreements Enterprise Environmental Factors Organizational Process Assets Develop Project Management Plan
Project Charter Outputs From other Processes
Direct and Manage Project Work
Enterprise Environmental Factors Organizational Process Assets Project Management Plan Approved Change Requests Enterprise Environmental Factors Organizational Process Assets
Monitor and Control Project Work
Project Management Plan Costs forecasts Schedule forecasts Validated changes
Change requests Project management plan updates Change Requests Work performance reports Project management plan updates Project documents updates
Experts Judgment Analytical techniques Project management information system Meetings
Work performance information Enterprise Environmental Factors Organizational Process Assets Perform Integrated Change Control
Project Management Plan Work Performance reports Change Requests Enterprise Environmental Factors
Close Project or Phase
Organizational Process Assets Project Management Plan Accepted deliverables
Approved change requests Change log Project management plan updates Project documents updates
Experts Judgment Meetings Change log tools
Final product, service, or result transition Organizational Process Assets updates
Experts Judgment
Organizational Process Assets
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Analytical techniques 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
Project Scope Management Process Name Plan Scope Management
Collect Requirements
Inputs
Outputs
Project management plan Project charter Enterprise Environmental Factors Organizational Process Assets Scope management plan Requirements management plan
Scope management plan Requirements management plan
Experts Judgment Meetings
Requirements documentation Requirements traceability matrix
Interviews
Stakeholder management plan Project charter Stakeholder register
Define Scope
Create WBS
Validate Scope
Scope management plan Project charter Requirements documentation Organizational Process Assets Scope management plan Project scope statement Requirements documentation Enterprise Environmental Factors Organizational Process Assets Project management plan Requirements documentation Requirements traceability matrix
Control Scope
Verified deliverables Work performance data Project management plan Requirements documentation Requirements traceability matrix Work performance data Organizational process assets
Tools & Techniques
Project scope statement Project documents updates
Scope baseline Project documents updates
Accepted deliverables Change requests
Focus group Facilitated workshops Group creativity techniques Group decision-making techniques Questionnaires and surveys Observations Prototypes Benchmarking Context diagram Document analysis Experts Judgment Product analysis Alternative generation Facilitated workshops Experts Judgment Decomposition
Inspection Group decision-making techniques
Work performance information Project documents updates Work performance information Change requests Project management plan updates Project documents updates Org. process assets updates
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Variance analysis
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
Project Time Management Process Name Plan Schedule Management
Define Activities
Sequence Activities
Inputs
Outputs
Project management plan Project charter Enterprise Environmental Factors Organizational Process Assets Schedule management plan Scope baseline Enterprise Environmental Factors Organizational Process Assets Schedule management plan
Activity list
Estimate Activity Resources
Schedule management plan
Experts Judgment Analytical techniques Meetings
Activity list Activity attributes Milestone list
Decomposition Rolling wave planning Experts Judgment
Project schedule network diagram
Precedence diagramming method(PDM) Dependency determination Leads and lags
Project documents updates
Activity attributes Milestone list Project scope statement Enterprise Environmental Factors Organizational Process Assets Schedule management plan Activity list Activity attributes
Activity resource requirements Resource breakdown structure Project documents updates
Experts Judgment
Activity duration estimate Project documents updates
Experts Judgment Analogous estimating Parametric estimating Three-point estimating Group decision-making techniques Reserve analysis
Resource calendars Risk registrar
Estimate Activity Duration
Activity cost estimates Enterprise Environmental Factors Organizational Process Assets Schedule management plan Activity list Activity attributes Activity resource requirements Work performance data
Tools & Techniques
Resource calendars Project scope statement Risk register Resource breakdown structure Enterprise Environmental Factors Organizational Process Assets
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Alternative analysis Published estimating data Bottom-up estimating Project management software
Develop Schedule
Control Schedule
Schedule management plan
Schedule baseline
Activity list Activity attributes Project schedule network diagram
Project schedule Schedule data Project calendars
Activity resource requirements
Project management plan updates Project documents updates
Resource calendars Activity duration estimate Project scope statement Risk register Project staff assignments Resource breakdown structure Enterprise Environmental Factors Organizational Process Assets Project management plan Project schedule
Work performance information Schedule forecasts
Work performance data
Change requests
Project calendars
Project management plan updates Project documents updates Organizational Process Assets updates
Schedule data Organizational Process Assets
Schedule network analysis Critical path method Critical chain method Resource optimization techniques Modeling techniques Leads and lags Schedule compression Scheduling tools
Performance reviews Project management software Resource optimization techniques Modeling techniques Leads and lags 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.
Project Cost Management Process Name Plan Cost Management
Estimate Costs
Determine Budget
Control Costs
Inputs
Outputs
Project management plan Project charter Enterprise Environmental Factors Organizational Process Assets Cost management plan HR management plan Scope baseline Project schedule Risk register Requirements documentation Organizational Process Assets
Cost management plan Scope baseline Activity cost estimates Basis of estimates Project schedule Resource calendars Risk register Agreements Organizational Process Assets Project management plan Project funding requirements Work performance data
Organizational Process Assets
Tools & Techniques
Cost management plan
Experts Judgment Analytical techniques Meetings
Activity cost estimates Basis of estimates Project documents updates
Experts Judgment Analogous estimating Parametric estimating Bottom-up estimating Three-point estimating Reserve analysis Cost of quality Project management software Vendor bid analysis Group decision-making techniques Cost aggregation Reserve analysis Expert judgment Historical relationships Funding limit reconciliation
Cost baseline Project funding requirements Project documents updates
Work performance information Cost forecasts Change requests
Project management plan updates Project documents updates Organizational process assets updates
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Earned value management Forecasting To-complete performance index(TCPI) Performance reviews Project management software 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.
Project Quality Management Process Name Plan Quality Management
Perform Quality Assurance
Inputs
Outputs
Project management plan Stakeholder register Risk register Requirements documentation Enterprise environmental factors Organizational Process Assets
Quality management plan Process improvement plan Quality metrics Quality checklists Project documents updates
Quality management plan
Change requests
Process improvement plan
Project management plan updates Project documents updates Organizational Process Assets updates
Quality metrics Quality control measurements
Control Quality
Project documents Project management plan Quality metrics Work performance data Approved change requests Deliverables Project documents Organizational Process Assets
Quality control measurements Validated changes Validated deliverables Work performance information Change requests Project management plan updates Project documents updates Organizational process assets updates
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Tools & Techniques Cost-benefit analysis Cost of quality Seven basic quality tools benchmarking Design of experiments Statistical sampling Additional quality planning tools Meetings Quality management and control tools Quality audits Process analysis
Seven basic quality tools Statistical sampling Inspection Approved change requests review
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 proje ct 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.
Project Human Resource Management Process Name Plan HR Management
Inputs
Outputs
Project management plan
HR management plan
Activity resource requirements Enterprise environmental factors Organizational process assets
Acquire Project Team
Develop Project Team
HR management plan Enterprise environmental factors Organizational process assets
HR management plan Project staff assignments
Project staff assignments Resource calendars Project management plan updates
Team performance assessments Enterprise environmental factors updates
Resource calendars
Manage Project Team
HR management plan
Change requests
Project staff assignments
Project management plan updates Project documents updates
Team performance assessments Issue log Work performance reports
Project management plan updates Organizational process assets
Organizational process assets
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Tools & Techniques Organization charts and position description Networking Organizational theory Expert judgment Meetings Pre- assignments Negotiation Acquisition Virtual teams Multi-criteria decision plan updates Interpersonal skills Training Team-building activities Ground rules Colocation Recognition and rewards Personal assessment tools Observation and conversation Project performance appraisals Conflict management Interpersonal skills
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
Project Communications Management Process Name Plan Communication Management
Inputs
Outputs
Tools & Techniques
Communication management plan Project documents updates
Communication requirements analysis Communication technology Communication models Meetings
Communication management plan
Project communications
Work performance reports
Project management plan updates Project documents updates
Communication technology Communication models
Project management plan Stakeholder register Enterprise environmental factors Organizational process assets
Manage Communications
Enterprise environmental factors
Control Communications
Organizational process assets
Organizational process assets updates
Project management plan
Work performance information Change requests Project management plan updates Project documents updates Organizational process assets updates
Project communications Issue log Work performance data Organizational process assets
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Communication methods Information management systems Performance reporting Information management systems Expert judgment Meeting
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
Project Risk Management Process Name Plan Risk Management
Identify Risks
Inputs
Outputs
Project management plan Project charter Stakeholder register Enterprise environmental factors Organizational process assets Risk management plan
Risk management plan
Analytical techniques Expert judgment Meetings
Risk register
Documentations reviews Information gathering techniques Checklist analysis Assumptions analysis Diagramming techniques SWOT analysis Expert judgment
Project documents updates
Risk probability and impact assessment Probability and impact matrix Risk data quality assessment Risk categorization Risk urgency assessment Expert judgment Data gathering and representation techniques Quantitative risk analysis and modeling techniques Expert judgment
Cost management plan Schedule management plan Quality management plan HR management plan
Perform Qualitative Risk Analysis
Scope baseline Activity cost estimates Activity duration estimates Stakeholder register Project documents Procurement documents Enterprise environmental factors Organizational process assets Risk management plan Scope baseline Risk register Enterprise environmental factors Organizational process assets
Perform Quantitative Risk Analysis
Risk management plan
Project documents updates
Cost management plan
Plan Risk Responses
Schedule management plan Risk register Enterprise environmental factors Organizational process assets Risk management plan Risk register
Tools & Techniques
Project management plan updates Project documents updates
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Strategies for negative risks or threats Strategies for positive risks or opportunity Contingent response
Risk management plan
Control Risks
Risk register Work performance data Work performance reports
Work performance information Change requests Project management plan updates Project documents updates Organizational process assets updates
strategies Expert judgment Risk reassessment Risk audits Variance and trend analysis 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 identifi ed 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.
Project Procurement Management Process Name Plan Procurement Management
Inputs
Outputs
Project management plan Requirements documentation
Conduct Procurements
Risk register Activity resource requirements Project schedule Activity cost estimates Stakeholder register Enterprise environmental factors Organizational process assets Project management plan Procurement documents Source selection criteria Seller proposals Project documents Make-or-buy decision Procurement statement of work
Control Procurements
Organizational process assets Procurement management plan Procurement documents Agreements Approved change request Work performance reports
Procurement management plan Procurement statement of work Procurement documents Source selection criteria Make-or-buy decision Change requests Project document updates
Make-or-buy analysis
Selected seller Agreements
Bidder conference Proposal evaluation techniques Independent estimates Expert judgment Advertising
Resource calendars Change requests Project management plan updates Project documents updates
Work performance information Change requests Project management plan updates Project documents updates Organizational process assets updates
Work performance data
Close Procurements
Project management plan Procurement documents
Tools & Techniques
Procurement audits Procurement negotiations Records management system
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Expert judgment Market research Meetings
Analytical techniques Procurement negotiations Contract change control system Procurement performance review Inspections and audits Performance reporting Payment systems Claims administrations Records management system Procurement audits 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
Project Stakeholder Management Process Name Identify Stakeholders
Plan Stakeholder Management
Inputs
Outputs
Project Charter Procurement documents Enterprise environmental factors Organizational process assets Project management plan Stakeholder register
Stakeholder register
Stakeholder analysis Expert judgment Meetings
Stakeholder management plan Procurement documents updates
Expert judgment
Enterprise environmental factors Organizational process assets
Manage Stakeholder Engagement
Control Stakeholder Engagement
Issue log
Communication management plan Change log
Change requests Project management plan updates Project documents updates Organizational process assets updates Work performance information Change requests Project management plan updates Project documents updates
Project management plan Issue log Work performance data Project documents
Meetings Analytical techniques Expert judgment Advertising
Stakeholder management plan
Organizational process assets
Tools & Techniques
Organizational process assets updates
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Procurement negotiations Communication methods Interpersonal skills Management skills
Information management system Expert judgment Meetings
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 5 h 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.