ITTO Trick Sheet: Based on PMBOK 5th Edition
‘TRICK SHEET’ on Project Management ITTO’s (Input, Tool & Techniques, Output) Compiled by Abdulla Al Mamun, MBA, MCAS, PMP Based on PMBOK 5th Edition
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ITTO Trick Sheet: Based on PMBOK 5th Edition
Integration Management Process Project Charter
Description Formal authorization of the project or phase
Group Input Initiate Project Statement of Work (SOW) Business case Agreement/Contract Enterprice Environment Factor (EEF) Organizationl Pricess Assets(OPA)
Tools & Technique Expert judgment Facilitation techniques
Output Project Charter
Develop Management Plan
Document actions to define, prepare, integrate, and coordinate subsidiary plans into the PMP
Plan
Expert judgment Facilitation techniques
Project Management Plan
Direct & Manage Project Work
Execute the work defined in the Execute Project management plan Expert judgment project mgmt plan to achieve Approved changed requests PMIS requirements in scope statement. Enterprice Entervironment Factors (EEF) Meetings Organizational Process Assets (OPA)
Deliverables Work performance information Change requests Project Management Plan Updates Project Documents Updates
Monitor & Control Project Work
Monitor and control the processes Control Project management plan to meet the performance Schedule Forecasts objectives. Cost Forecasts Validated Changes Work performance info Enterprice Entervironment Factors (EEF) Organizational Process Assets (OPA)
Expert judgment Analytical techniques PMIS Meetings
Change requests Work performance Reports Project Management Plan Updates Project Documents Updates
Perform Integrated Reviewing change requests, Change Control approving change requests and controlling changes.
Control Project management plan Expert judgment Work performance reports Meetings Change requests Change Control Tools Enterprice Entervironment Factors (EEF) Organizational Process Assets (OPA)
Approved Change Requests Change Log Project Management Plan Updates Project Document Updates
Close Project or Phase
Close
Final Product, Service or Result Transition Organizational Process Assets Updates
Finalize all activities to formally close the project or phase.
Project Charter Outputs from Planning Process Enterprice Environment Factor (EEF) Organizationl Pricess Assets(OPA)
Project management plan Accepted deliverables Organizational Process Assets (OPA)
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Expert judgment
ITTO Trick Sheet: Based on PMBOK 5th Edition
Scope Management Process Plan Scope Management
Description Is the process of creating a scope management plan that documents how the project scope will be defined, validated, and controlled.
Group Input Plan Plan Project Management Plan Project Charter Enterprise Environmental Factor Organizational Process Assests
Tools & Technique Expert Judgement Meetings
Output Scope Management Plan Requirement Management Plan
Collect Requirements
Defining and documenting Plan stakeholders' needs to ensure project objectives are met.
Scope Management Plan Requirement Management Plan Stakeholder Management Plan Project Charter Stakeholder Register
Interviews Focus Group Facilitated workshops Group Creativity Techniques Group Decision Making Techniques Questionnaires and Surveys Observations Prototypes Benchmarking Context Diagrams Document Analysis
Requirement Documents Requirement Traceability Matrix (RTM)
Define Scope
Developing detailed description of the project and product as a basis for future decisions.
Scope Management Plan Project Charter Requirement Documents OPA
Expert Judgement Product analysis Alternative Identification Facilitated Workship
Project Scope Statement Project Documents Updates
Create WBS
Subdividing major deliverables Plan into smaller components
Decomposition Expert Judgement
Scope Baseline Project Documents Updates
Validate Scope
Formal acceptance of the completed project deliverables.
Inspection Group Decision Making Techniques
Accepted deliverables Change requests Work Performance Information
Plan
Scope Management Plan Project Scope Statement Requirement Documentation EEF OPA Control Project Management Plan Requirement Documents Requirement Traceability Matrix Verified Deliverables Work Performance Data
Control Scope
Monitoring status of the Control Project Management Plan project and product scope and Requirement Documentation managing changes to scope Requirement Traceability Matrix baseline. Work Performance Data OPA
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Project Documents updates
Variance analysis
Work Performance Information Change requests Updates: Plan, Docs, OPA
ITTO Trick Sheet: Based on PMBOK 5th Edition
Time Management (ITTO) Process Plan Schedule Management
Define Activities
Description Group Plan Schedule Management is Plan the process of establishing the policies, procedures, and documentation for planning, Activity list Plan Milestone list
Sequence Activities Identify and document the logical relationships and dependencies
Plan
Estimate Activity Resources
Plan
Estimate Activity Durations
Develop Schedule
Control Schedule
Estimating the type and quantities of resources required
Input Project Management Plan Project Charter Enterprise Environmental Factor Organizational Process Assets Schedule Management Plan Scope baseline Enterprice Entervironmental Foactors Organizational Process Assets Schedule Management Plan Activity lists Activity Attributes Milestone List Project Scope Statement Enterprice Entervironmental Foactors (EEF) Organizational Process Assets Schedule Management Plan
Activity lists Activity Attributes Resource calendars Risk Register Activity Cost Estimates Enterprice Entervironmental Foactors (EEF) Organizational Process Assets Estimate # of work periods per Plan Schedule Management Plan activity Activity lists Activity Attributes Activity resource requirements Resource calendars Project Scope Statement Risk Register Resource Breakdown Structure Enterprice Entervironmental Foactors (EEF) Organizational Process Assets Analyze sequences, durations, Plan Schedule Management Plan resources and constraints to Activity lists document project schedule Activity Attributes Project Schedule Network Diagrams Activity resource requirements Resource calendars Project Scope Statement Risk Register Resource Breakdown Structure Enterprice Entervironmental Foactors (EEF) Organizational Process Assets Controlling changes Control Project Management Plan Project Schedule Work performance data Project Calendars Schedule data Organizational Process Assets
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Tools & Technique Expert Judgement Analytical Techniques Meetings
Output Schedule Management Plan
Decomposition Rolling wave planning Expert judgment
Activity list Activity Attributes Milestone Lists
Precedence Di a gra mi ng Method (PDM)
Project Network Schedule Diagram Project Document Updates
Dependency Determination Leads & Lags
Expert judgment
Activity Resource Requirements
Alternative Analysis Published Estimating Data Bottom Up Estimating Project Management Software
Resource Breakdown Structure Project Document Updates
Expert judgment Analogous Estimating Parametric Estimating 3 Point Estimating Group Decision Making Technique Reserve analysis
Activity duration estimates Project Document Updates
Schedule Network Analysis Critical Path Mehod Critical chain method Resource Optimization Technique Leads and Lags Schedule compression Scheduling Tools
Schedule baseline Project Schedule Schedule Data Project Calendars Plan Updates Project Document Updates
Performance Reviews PM Software Resource Optimization Technique Modeling Techniques Leads & Lags Schedule compression Scheduling Tools
Work Perform Information Schedule Forecasts Change Requests Updates: Plan, Docs, OPA
ITTO Trick Sheet: Based on PMBOK 5th Edition
Cost Management (ITTO) Process Plan Cost Management
Description Group Input Is the process that establishes the Plan Project Management Plan policies, procedures, and Project Charter documentation for planning, Enterprise Environmental Factors managing, expending, and Organizational process Assets controlling project costs.
Tools & Technique Expert Judgement Analytical Techniques Meetings
Output Cost Management Plan
Estimate Costs
Develop an approximation of the Plan costs of the resources to complete project activities
Cost Management Plan HRM Plan Scope baseline Project schedule Risk Register Enterprise Environmental Factors Organizational Process Assets
Expert judgment Analogous Estimating Parametric Estimating Bottom-up estimating 3-point estimating Reserve analysis Cost of quality Vendor Bid Analysis Group Decision Making Tech PM Estimating Software
Activity cost estimates Basis of estimates Project Documents Updates
Cost Management Plan Scope baseline
Cost Aggregation Reserve analysis
Activity Cost Estimates Basis of Estimates Project schedule Resource Calendars Risk Register Agreements Organizational Process Assets
Expert judgment Historical relationships Fund limit reconciliation
Cost Baseline Project Funding Requirements Project Documents Updates
Determine Budget Aggregating estimated costs to establish an authorized cost baseline.
Control Costs
Plan
Monitoring status of the project to Control Project Management Plan update the project budget and Project Funding Requirements managing changes to the cost Work performance Data baseline OPA
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Earned Value Mgt (EMV) Forecasting (ETC, VAC etc) To Complete Perf Indx (TCPI) Performance Reviews Reserve analysis PM Software
Work Performance Cost Forecasts Change requests Project Management Plan Project Documents Updates Organizational Process Assets
ITTO Trick Sheet: Based on PMBOK 5th Edition
Quality Management (ITTO) Process Plan Quality
Description Group Identifying quality Plan Requirements and/or standards for the project and product and documenting how the project will demonstrate compliance.
Input Project management plan Stakeholder Register
Tools & Technique Cost-Benefit Analysis Cost of quality (COQ)
Output Quality Management Plan Process Improvement pLan
Risk register Requirement Documentation
Seven Basic Quality Tools Benchmarking
Quality Metrics Quality Checklist
EEF OPA
Design of experiments Statistical sampling Flowcharting Additional Quality Planning Tool Meetings
Project Docs Updates
Quality Managementa and Control Tools Quality Audits Process Analysis
Change requests
Cause & Effect diagrams Control charts Flowcharting Histrogram Pareto Chart Run Charts Scatter Diagram Statistical sampling Inspection Approved Change Request Review
Quality Contraol Measuret Validated changes Validated deliverables Change requests Work performance Info Updates: docs, plan, OPA
Perform Quality Auditing the quality Execute Quality Management Plan Assurance Requirements and the results from quality control Process Improvement Plan measurements to ensure Quality Metrics appropriate quality standards Quality Control Measurement and operations definitions are Project Documents used. Control Quality Monitoring and recording Control Project management plan results of executing the quality Quality metrics activities to assess Quality checklists performance and recommend Work Performance Data necessary changes. Approved change requests Deliverables Project Documents OPA
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Updates: docs, plan, OPA
ITTO Trick Sheet: Based on PMBOK 5th Edition
Human Resources Management (ITTO) Process Plan HRM
Description Identify, document, assign R & R & reporting structure.
Group Plan
Input
Tools & Technique Organization charts and Project Management Plan Position Description Activity resource requirements Networking EEF Organization theory OPA Expert Judgement Meetings
Output Human Resource Plan: √ Roles & Responsibility √ Project Org Chart √ Staffing Mgt Plan
Acquire Project Team Obtaining required project resources.
Execute HRM Plan EEF OPA
Pre -Assignment Project Staff assignments Negotiation Resource calendars Acquisition Project Mgt Plan Updates Virtual Team Muli-criteria decision analysis
Develop Project Team Develop individual or group skills to enhance project performance.
Execute HRM Plan Project Staff Assignments Resource calendars
Interpersonal skills Training Team building Activities Ground Rules Co-Location Recognition & Rewards Personal Assessment Tools
Manage Project Team Track team performance, providing feedback, resolving issues, managing changes to optimize project performance.
Execute HRM Plan Project Staff Assignments
Observation & conversation Change Request Project performance appraisal Updates: Plan, Docs, EEF, OPA Conflict Management Interpersonal skills
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Team perform assessment Issue Log Work Performance Reports OPA
Team Perfom Assessment EEF Updates
ITTO Trick Sheet: Based on PMBOK 5th Edition
Communication Management (ITTO) Process
Description
Plan Commutations Management
Is the process of developing an Plan appropriate approach and plan for project communications based on stakeholder’s information needs and requirements
Manage Communication
Control Communication
Group
Input
Tools & Technique
Output
Project Management Plan Stakeholder register EEF OPA
Communication Requirement Analysis Communication Technology Communication Model Communication methods Meetings
Communications Mgt plan Project Docs Updates
Is the process of creating, Execute Communication Management Plan collecting, distributing, storing, Work Performance Reports retrieving, and the ultimate EEF disposition of project OPA information
Communication Technology
Project Communication
Communication Model
Project Management Plan Updates
Communication Mothods Informmation Management Methods Performance Reporting
Project Document Updates OPA Updates
Is the process of monitoring Control Project Management Plan and controlling Project Communications communications throughout Issue Log the entire project life cycle to Work Performance Data ensure the information needs OPA of the project stakeholders are met.
Information Management Systems Expert Judgement Meetings
Work Performance Information Change Requests Project Management Plan Updates
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OPA Updates
ITTO Trick Sheet: Based on PMBOK 5th Edition
Risk Management (ITTO) Process
Description
Plan Risk
Determine approach and Plan plan risk mgmt activities
Identify Risk
Group
Determine and Plan document characteristics of potential risks
Input
Tools & Technique
Output
Project Management Plan Project Charter
Analytical Techniques Expert Judgement
Stakeholder register EEF OPA
Meetings
Risk management plan (Methodology, Roles & Responsibility, Budgetting, Timing, Risk Categories, Probablity and Impact Matrix, Rivised Stakeholder Tolerance, Reporting Formats, Tracking)
Risk management plan Cost management plan
Documentation Reviews Information gathering Techniques
Schedule mgmt plan Quality Management Plan HRM Plan Scope Baseline
Checklist analysis Assumption analysis Diagramming techniques:
Activity Cost Estimates Activty Duration Estimates Stakeholder register Project Documents Procurement Documents EEF, OPA
Risk register (List of Identified Risk, List of Potential Responses)
(C & E Diagram, System or Process Flow Diagram, Influence Diagram)
SWOT analysis Expert judgment
Perform Conduct qualitative Qualitative Risk analysis of risks and Analysis conditions and prioritize their effects
Plan
Risk management plan Scope Baseline Risk register EEF OPA
Risk Probablity and Impact Assesst Probablity & Impact Matrix Risk Data Quality Assessment Risk Categorization Risk Urgency Assessment Expert judgement
Project Documents Updates
Perform Quantitative Risk Analysis
Plan
Risk management plan
Data gathering & representation Technique Quantitative Risk Analysis and Modeling Techniques Expert Judgement
Project Documents Updates
Strategies for Negative Risk or Threats Strategies for Position Risk or Opportunities Contingent response strategies Expert Judgement
Project Management Plan Updates Project Documents Updates
Risk Reassessment Risk Audits Varinace & Trend Anlysis Technical Perfom Measurement Reserve Analysis Meeting
Work Performance Info Change Requests Updates: Plan, Docs, OPA
Plan Risk Response
Risk Control
Measure probability and consequences of risks and estimate implications for project objectives
Cost management plan Schedule mgmt plan Risk register EEF, OPA
Develop options and Plan actions to enhance opportunities and reduce threats to the project's objectives
Monitor residual risks, identifying new risks, executing risk response plans and evaluating their effectiveness.
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Risk management plan Risk register
Control Project Management Plan Risk register Work Performance Data Work Performance Reports
ITTO Trick Sheet: Based on PMBOK 5th Edition
Procurement Management (ITTO) Process
Description
Group
Plan Procurements Determine what, how and Plan when to procure. Prepare procurement documents to support vendor selection and develop the procurement SOW.
Input
Tools & Technique
Output
Project management plan Requirements Documents Risk register Activity resource requirements Project Schedule Activity Cost Estimates Stakeholder Register EEF OPA
Make-or-buy analysis Expert judgment Market Research Meetings
Procurement Mgt Plan Procurement SOW Make/buy decisions Procurement Documents Source selection criteria Change requests Procurement Documents Updates
Bidders Conference Proposal evaluation technique Independent Estimates Expert judgment Advertising Analytical Techniques Procurement Negotiations
Sellected Sellers Agreements Resource Calenders Project Plan Updates Project Doc Updates
Conduct Procurements
Select from potential sellers
Control Procurement
Manage seller relationship, Control Project management plan review seller performance Procurement Documents and manage contract Agreement related changes Work Performance reports Approved change Requests Work Performance Data
Contract Change Control Sysm Procurement Perfrom Review Inspections and Audits Performance Reporting Payment Systems Claims administration Records mgmt system
Work Performance Information Change requests Updates: Plans, Docs, OPA
Close Procurements
Select from potential sellers
Procurement audits Procurement Negotiations Records mgmt system
Closed procurements Updates: OPA
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Execute Project management plan Procurement Documents Source selection criteria Seller proposals Project Documents Make / Buy decision Procurement SOW OPA
Close
Procurement documentation Procurement documentation
ITTO Trick Sheet: Based on PMBOK 5th Edition
Stakeholder Management (ITTO) Process
Description
Group
Identify Stakeholders
Documenting stakeholders, interest, power and expectations
Initiate Project Charter Procurement Documents EEF OPA
Plan Stakeholder Is the process of Plan Management developing appropriate management strategies to effectively engage stakeholders Manage Stakeholders Engagement
Control Stakeholder Engagement
Input
Project Management Plan Stakeholder register EEF OPA
Is the process of Execute Stakeholder Management Plan communicating and Communication Management Plan working with stakeholders Change Log to meet their OPA needs/expectations, address issuesof etc Is the process Control Project Management Plan monitoring overall project stakeholder relationships Issue Log and adjusting strategies Work Performance Data and plans for engaging Project Documents stakeholders.
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Tools & Technique
Output
Stakeholder analysis Expert judgment Meetings
Stakeholder register
Expert judgment Meetings Analytical Techniques
Stakeholder Mgt Plan Project Docs Updates
Communication methods Interpersonal skills
Issue Log Change requests
Management Skills
Updates: docs; plan; OPA
Information Management System Expert judgment Meetings
Performance reports Change requests OPA Updates
