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PMI Processes
(Edition 5 + Const)
CONTRACT
PJCT Work Statement
Enter[rise Environment
Org Process
INITIATING
PLANNING

INTEGRATION

SCOPE

PROJECT CHARTER
Selection methd
PMIS
Expert Judgment
PM Methodology
PJCT MNGMNT PLAN
PM Method
PMIS
Expert Judgment

CLOSING

QUALITY

HR

COMMUNICATIONS /
STAKEHOLDER

RISK

Safety
Environment

PROCUREMENT
Claims Management

ID STAKEHOLDERS

PLAN SCOPE
MNGMNT

SCOPE DEFINITION
Product Analysis
Alternatives
Judgment
Stakeholder analysis
CREATE WBS
WBS Templates
Decomposition

MONITORING &
CONTROL

COST
Financial

COLLECT RQMNTS
PM plan
Matrix

EXECUTION

TIME

ACTIVITY
DEFINITION
Decomposition
Templates
Rolling Wave Plan
Judgement
ACTIVITY
SEQUENCE
Precedence / Arrow
diagram, Network
Diagram
Dependencies
ACT RESOURCE EST
Judgment
Alternatives
Published data
Bottom up estimate
ACT DURATION
Analogous estimate
Parametric
3 point
Reserve analysis
SCHEDULE DVLP
Network, CPM, what
if?, resource level,
Leads & Lags

COST ESTIMATE
Analogous estimate,
Resource costs,
Bottom Up,
Parametric, Cost of
quality, Tenders/bids
COST BUDGET
Cost aggregation
Reserve analysis
Parametric estimates,
Funding Limit
reconciliation

QUALITY PLANNING
Cost benefit analysis’
Benchmarking,
Experiments, Cost of
Quality, Metrics /
checklists

INTEGRATED
CHANGE CONTROL
PM Methodology
PMIS
Expert Judgment
CLOSE PROJECT
PM Methodology,
PMIS, Judgment

COST CONTROL
Cost change control,
Performance
measurement,
Forecasting, Variance
management

QUALITY CONTROL
Cause & effect
Control charts
Flowcharts
Histogram
Pareto charts
Run charts/trends
Scatter diagram
Inspection & samples

ACQUIRE TEAM
Pre-assignment,
Negotiation,
Acquisition, Virtual
DEVELOP TEAM
General Management,
Training, Teams,
Rules, Collocate
MANAGE TEAM
Observations &
conversations,
Appraisals, Training,
Issues Log, Conflict
management (Part of
Execution)

SCOPE CONTROL
Change Control
Variance Analysis
Configuration Mngmnt
Repalnning

Inspection

SCHEDULE
CONTROL
Progress Reports
Change Control
Performance Measure
PM Software
Variance,
Comparison Charts

RISK MNGMNT PLAN
Planning meeting &
analysis, Enterprise
standards

PLAN
STAKEHOLDER
MANAGEMENT

QUALITY
ASSURANCE
Audits, Process
analysis, QC Tools

SCOPE
VERIFICATION

COMMS PLANNING
Comms requirements,
Comms technology

RISK ID
Document review
Checklist analysis
Assumptions analysis
Brainstorming, Delphi,
Interviews, Diagrams
QUAL ANALYSIS
Probability & Impact
(Low/Med/High)
assessment matrix,
category / priority
QUANT ANALYSIS
Simulations, data
gathering, Monte Carlo

MANAGE COMMS
(INFORMATION
DISTRIBUTION)
Comms skills, Info
gather, store, distribute
MANAGE
S’HOLDERS
Issues logs,
experience, meetings
PERFORMANCE
REPORTS
Presentations
Meetings
Time & Cost reports
Performance gathering

CONDUCT
PROCUREMENT
Bidder conference
Advertise, prequal
Selection criteria,
negotiations,
independent estimates
RISK MONITORING &
CONTROL
Risk assessment
Audits
Variance & Trend
Reserve Analysis

CONTRACT
ADMINISTRATION
Change Control
Inspections & audits
Payment system
Performance
Claims admin
Records Mngmnt
IT tools
Letters by condition of
contract for evaluation
of contract difficulties
etc.

Close / Lessons learnt

CONTRACT
CLOSURE
Claims Resolution

CONTROL
STAKEHOLDER
ENGAGEMENT
As executed
programme

/mnt/temp/unoconv/20131109050852/pmiprocessespmbok5-131108230851-phpapp02.doc

PLAN
PROCUREMENT
Standard forms,
Judgement

RISK RESPONSE
Strategic for +ve & -ve
Contingency
Scenario

DIRECT & MANAGE
EXECUTION
PM Methodology
PMIS

MONITORING &
CONTROL
PM Methodology
PMIS
Earned Value
Expert Judgment

HR PLANNING
Org charts, Job
Descriptions,
Networking,
Organisation Theory,
RACI Chart

Close Financial

Close Quality / Safety
Assurance

Close Team

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Pmi processes pmbok5

  • 1. PMI Processes (Edition 5 + Const) CONTRACT PJCT Work Statement Enter[rise Environment Org Process INITIATING PLANNING INTEGRATION SCOPE PROJECT CHARTER Selection methd PMIS Expert Judgment PM Methodology PJCT MNGMNT PLAN PM Method PMIS Expert Judgment CLOSING QUALITY HR COMMUNICATIONS / STAKEHOLDER RISK Safety Environment PROCUREMENT Claims Management ID STAKEHOLDERS PLAN SCOPE MNGMNT SCOPE DEFINITION Product Analysis Alternatives Judgment Stakeholder analysis CREATE WBS WBS Templates Decomposition MONITORING & CONTROL COST Financial COLLECT RQMNTS PM plan Matrix EXECUTION TIME ACTIVITY DEFINITION Decomposition Templates Rolling Wave Plan Judgement ACTIVITY SEQUENCE Precedence / Arrow diagram, Network Diagram Dependencies ACT RESOURCE EST Judgment Alternatives Published data Bottom up estimate ACT DURATION Analogous estimate Parametric 3 point Reserve analysis SCHEDULE DVLP Network, CPM, what if?, resource level, Leads & Lags COST ESTIMATE Analogous estimate, Resource costs, Bottom Up, Parametric, Cost of quality, Tenders/bids COST BUDGET Cost aggregation Reserve analysis Parametric estimates, Funding Limit reconciliation QUALITY PLANNING Cost benefit analysis’ Benchmarking, Experiments, Cost of Quality, Metrics / checklists INTEGRATED CHANGE CONTROL PM Methodology PMIS Expert Judgment CLOSE PROJECT PM Methodology, PMIS, Judgment COST CONTROL Cost change control, Performance measurement, Forecasting, Variance management QUALITY CONTROL Cause & effect Control charts Flowcharts Histogram Pareto charts Run charts/trends Scatter diagram Inspection & samples ACQUIRE TEAM Pre-assignment, Negotiation, Acquisition, Virtual DEVELOP TEAM General Management, Training, Teams, Rules, Collocate MANAGE TEAM Observations & conversations, Appraisals, Training, Issues Log, Conflict management (Part of Execution) SCOPE CONTROL Change Control Variance Analysis Configuration Mngmnt Repalnning Inspection SCHEDULE CONTROL Progress Reports Change Control Performance Measure PM Software Variance, Comparison Charts RISK MNGMNT PLAN Planning meeting & analysis, Enterprise standards PLAN STAKEHOLDER MANAGEMENT QUALITY ASSURANCE Audits, Process analysis, QC Tools SCOPE VERIFICATION COMMS PLANNING Comms requirements, Comms technology RISK ID Document review Checklist analysis Assumptions analysis Brainstorming, Delphi, Interviews, Diagrams QUAL ANALYSIS Probability & Impact (Low/Med/High) assessment matrix, category / priority QUANT ANALYSIS Simulations, data gathering, Monte Carlo MANAGE COMMS (INFORMATION DISTRIBUTION) Comms skills, Info gather, store, distribute MANAGE S’HOLDERS Issues logs, experience, meetings PERFORMANCE REPORTS Presentations Meetings Time & Cost reports Performance gathering CONDUCT PROCUREMENT Bidder conference Advertise, prequal Selection criteria, negotiations, independent estimates RISK MONITORING & CONTROL Risk assessment Audits Variance & Trend Reserve Analysis CONTRACT ADMINISTRATION Change Control Inspections & audits Payment system Performance Claims admin Records Mngmnt IT tools Letters by condition of contract for evaluation of contract difficulties etc. Close / Lessons learnt CONTRACT CLOSURE Claims Resolution CONTROL STAKEHOLDER ENGAGEMENT As executed programme /mnt/temp/unoconv/20131109050852/pmiprocessespmbok5-131108230851-phpapp02.doc PLAN PROCUREMENT Standard forms, Judgement RISK RESPONSE Strategic for +ve & -ve Contingency Scenario DIRECT & MANAGE EXECUTION PM Methodology PMIS MONITORING & CONTROL PM Methodology PMIS Earned Value Expert Judgment HR PLANNING Org charts, Job Descriptions, Networking, Organisation Theory, RACI Chart Close Financial Close Quality / Safety Assurance Close Team