Project Management Process Groups
Initiating Planning Executing
Monitoring &
Controlling Closing
Develop Project Charter
Identify Stakeholders
Develop Project Management Plan
Plan Scope Management
Collect Requirements
Define Scope
Create WBS
Plan Schedule Management
Define Activities
Sequence Activities
Estimate Activity Durations
Develop Schedule
Plan Cost Management
Estimate Costs
Determine Budget
Plan Quality Management
Plan Resource Management
Estimate Activity Resources
Plan Communications Management
Plan Risk Management
Identify Risks
Perform Qualitative Risk Analysis
Perform Quantitative Risk Analysis
Plan Risk Responses
Plan Procurement Management
Plan Stakeholder Engagement
Direct and Manage Project Work
Manage Project Knowledge
Manage Quality
Acquire Resources
Develop Team
Manage Team
Manage Communications
Implement Risk Responses
Conduct Procurements
Manage Stakeholder Engagement
Monitor and Control Project Work
Perform Integrated Change Control
Validate Scope
Control Scope
Control Schedule
Control Costs
Control Quality
Control Resources
Monitor Communications
Monitor Risks
Control Procurements
Monitor Stakeholder Engagement
Close Project or Phase
PROCESS GROUPS & KNOWLEDGE AREAS TABLE
Page 22, PMI Process Grou
A Practice Guide
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Project Charter
 The process of developing a document to
formally authorize a project or a phase
 Outlines the project objectives
 Defines the authority of the project
manager
 Provides the project manager with the
authority to put the resources together to
project activities
 The approved project charter formally
initiates the project
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Project Charter
INPUTS
Business Documents
Agreements
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUESEXPERT
JUDGMENT
Expert Judgment
Data Gathering
Interpersonal and Team Skills
Meetings
OUTPUTS
Project Charter
Assumption Log
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Develop Project Charter -
Inputs
 Inputs
 Business Documents - Contain specific
information as to why a project should
be initiated. There are two main
documents the business case and the
benefits management plan.
 Business Case - Necessary
information that determines whether
or not the project is worth the
required investment
 Market Demand, Customer Request,
Organizational Need, Legal requirement
 Project Benefits Management Plan
 Describes the main benefits that the
project will produce once it is completed
and how to measure the benefits. The
project benefit could be the product,
service, or result.
 It maybe created by doing a cost-benefit
analysis a project.
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Develop Project Charter -
Inputs
 Agreements
 Service Level Agreements
(SLA)
 Letters of intent
 Contract between internal
and external customer
 Work required to be
performed for Payment
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Develop Project Charter -
Output
 Output
 Project Charter
 Formally authorizes the existence
of the project and it assigns the
Project Manager and their
Authority Level
 Signed by the organization Senior
Management
 High Level requirements & risks
 Preliminary Project Budget and
Schedule
 Project Purpose or justification
 Assumption Log
 A list of things that you perceive to
be true (assumptions) and things
that might constrain the project.
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Identify Stakeholders
 Identifying project
stakeholders regularly
 Analyzing and recording
relevant information
regarding their interests and
involvement
 It enables the project team to
identify the appropriate focus
for engagement of each
stakeholder or group of
stakeholders
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Identify Stakeholders - ITTO
INPUTS
Project Charter
Business Documents
Project Management Plan
Project Documents
Agreements
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Gathering
Data Analysis
Data Representation
Meetings
OUTPUTS
Stakeholder Register
Change Requests
Project Management Plan Updates
Project Documents Updates
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Identify Stakeholders - Tools
 Data Analysis
 Stakeholder Analysis
 analyzes who your stakeholders are
and how they feel about the project
 What would be the stakeholder’s
role such as a team member,
sponsor, or functional manger etc.?
 How would the project affect them,
either in a positive or negative way?
 Would they be active stakeholders,
such as team members who work
on the deliverable, or passive, such
as customers who watch the project
work get done?
 What is their power authority, such
as sponsors who will be paying for
the project
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Identify Stakeholders - Tools
 Data Representation
 Stakeholder
Mapping/Representation
 Method to categorize stakeholders.
 Power/interest grid, power/influence grid,
or impact/influence grid
 Stakeholder cube
 A three-dimensional methodology to
support the mapping of a stakeholder’s
interest, power, and influence
 Salience model:
 Power: Level of authority
 Urgency: Immediate attention
 Legitimacy: How appropriate is their
involvement
 Directions of Influence:
 Upward: Senior management
 Downward: Team members
 Outward: Vendors, government, public,
end-users
 Sideward: peers such as other project
managers
 Prioritization
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Identify Stakeholders -
Output
 Stakeholder Register
 Should contain:
 Contact information
 Role on the project, such as, sponsor or
functional manager
 Communication requirements
 Expectations of the project
 How are they affected by the project
 Power influence level on the project
 Change Requests
 Project Management Plan Updates
 Requirements Management Plan
 Communications Management Plan
 Risk Management Plan
 Stakeholder Engagement Plan
 Project Documents Updates
 Assumption Log
 Issue Log
 Risk Register
Planning
Project Management Process Groups
Initiating Planning Executing
Monitoring &
Controlling Closing
Develop Project Charter
Identify Stakeholders
Develop Project Management Plan
Plan Scope Management
Collect Requirements
Define Scope
Create WBS
Plan Schedule Management
Define Activities
Sequence Activities
Estimate Activity Durations
Develop Schedule
Plan Cost Management
Estimate Costs
Determine Budget
Plan Quality Management
Plan Resource Management
Estimate Activity Resources
Plan Communications Management
Plan Risk Management
Identify Risks
Perform Qualitative Risk Analysis
Perform Quantitative Risk Analysis
Plan Risk Responses
Plan Procurement Management
Plan Stakeholder Engagement
Direct and Manage Project Work
Manage Project Knowledge
Manage Quality
Acquire Resources
Develop Team
Manage Team
Manage Communications
Implement Risk Responses
Conduct Procurements
Manage Stakeholder Engagement
Monitor and Control Project Work
Perform Integrated Change Control
Validate Scope
Control Scope
Control Schedule
Control Costs
Control Quality
Control Resources
Monitor Communications
Monitor Risks
Control Procurements
Monitor Stakeholder Engagement
Close Project or Phase
PROCESS GROUPS & KNOWLEDGE AREAS TABLE
Page 22, PMI Process Group:
A Practice Guide
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Project Management
Plan
 Process of defining, preparing,
and coordinating all plan
components and consolidating
them into an integrated project
management plan
 Comprehensive document that
outlines the basis of all project
work and how the work will be
performed
 Either summary or detailed
 Contains baselines and plans
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Develop Project Management
Plan
INPUTS
Project Charter
Outputs from other Processes
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Gathering
Interpersonal and Team Skills
Meetings
OUTPUTS
Project Management Plan
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Develop Project Management
Plan - Outputs
 Outputs
 Project Management Plan
 Outlines how the project is executed,
monitored and controlled, and closed.
 4 Baselines
 Scope, Schedule, Cost, Performance
Measurement
 14 Subsidiary plans
 Approved by either the Project Manager,
Sponsor, Functional Manager, Program
Manager, or in rare instances Senior
Management
 Provides Guidance on project execution
 Formal Written piece of communication
 Only changed when a change request is
generated and approved by the change
control board
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Develop Project Management
Plan - Outputs
Project Plan Process where made
Scope Management Plan Plan Scope Management
Requirement Management Plan Plan Scope Management
Schedule Management Plan Plan Schedule Management
Cost Management Plan Plan Cost Management
Quality Management Plan Plan Quality Management
Resource Management Plan Plan Resource Management
Communication Management Plan Plan Communications Management
Risk Management Plan Plan Risk Management
Procurement Management Plan Plan Procurement Management
Stakeholder Management Plan Plan Stakeholder Management
Change Management Plan Develop Project Management Plan
Configuration Management Plan Develop Project Management Plan
Scope Baseline Create WBS
Schedule Baseline Develop Schedule
Cost Baseline Determine Budget
Performance Measurement
Baseline
Develop Project Management Plan
Project Life Cycle Description Develop Project Management Plan
Development Approach Develop Project Management Plan
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Plan Scope Management
 Process of creating a
scope management plan
that documents how the
project and product
scope will be defined,
validated, and controlled.
 Guidance and direction
on how scope will be
managed throughout the
project
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Scope Terms
 Product Scope - features and
functions that characterize a
product, service, or result
 Project Scope - the work that is
needed to be accomplished to
deliver a product, service, or result
with specified features and
functions.
 Prevent Gold Plating, which is
doing extra work not in the scope.
 Prevent Scope creep, which are
unauthorized work added to the
scope.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Plan Scope Management -
ITTO
INPUTS
Project Charter
Project Management Plan
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Analysis
Meetings
OUTPUTS
Scope Management Plan
Requirements Management Plan
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Plan Scope Management -
Output
 Scope Management Plan
 How the scope will be defined,
developed, monitored, controlled and
verified
 Process for preparing &
maintaining Scope Statement, WBS
 How changes request to the scope
statement will be process
 Requirement Management Plan
 How the requirements will be
analyzed, documented and managed.
 Traceability structure to reflect which
requirements need to be captured on
the traceability matrix
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Collect Requirements
 Process of determining,
documenting, and
managing stakeholder
needs and requirements to
meet objectives.
 Process plays a significant
role in the success of the
overall project since project
schedule, budget, risk
factors, quality
specifications, and resource
planning are closely linked
to the requirements
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Collect Requirements - ITTO
INPUTS
Project Charter
Project Management Plan
Project Documents
Business Documents
Agreements
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Gathering
Data Analysis
Decision Making
Data Representation
Interpersonal and Team Skills
Context Diagram
Prototypes
OUTPUTS
Requirements Documentation
Requirements Traceability Matrix
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Collect Requirements - Tools
 Data Gathering
 Benchmarking
 Data Analysis
 Analyzing documents,
agreements, policies,
proposals, or business
plans
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Collect Requirements - Tools
 Data Representation
 Idea / Mind Mapping - Ideas gather
through brainstorming are map
together to discover new
considerations and conception
variations
 Affinity Diagram - Large ideas that are
grouped and sorted together for
further review and analysis.
Mind Mapper for
Brainstorm
https://www.mindvectorweb.com/blog/mind-
mapping-for-brainstorming/
Richa Shaily, Oct 1, 2016
Affinity Diagram
https://en.wikipedia.org/wiki/Affinity_diagram
Wikipedia, Oct 15, 2009
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Collect Requirements - Tools
 Interpersonal and Team Skills
 Observations/Conversations-Job
shadowing, viewing personalities in
their environment and work place.
Recording how jobs, chores and tasks
are executed.
 Context Diagrams
 Used to visually show how a business
process, other systems, and people
interact.
 Prototypes
 A working model of a product that
stakeholders can interact with and
provide feedback how they might want
to change it to better meet their
requirements. This gives the
stakeholders a great view and feel of
what the final product will be when the
project is finished.
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Collect Requirements –
Outputs
 Requirement Documentation
 How individual requirements
are to be performed and why
each requirement is important
to the project.
 Components may include:
 Stakeholder and business
requirements
 Acceptance criteria
 Quality requirements
 Project objectives
 Organizational impacts
 Legal or ethical compliance
 Requirements assumptions and
constraints
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Collect Requirements Outputs
 Requirement Traceability
Matrix
 Once a requirement is created, a
table is created that will link the
requirement back to it source. This
is used to help manage changes to
the project scope.
 The table is created to track, but
not limited to:
 Who is the original stakeholder
that provided the requirement
 Why was the requirement added
 Description of the requirement
 Current status of the
requirement, completed, in
progress, delayed, cancelled, etc…
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Define Scope
 Developing a detailed
description of the
project and product.
 A detailed project scope
statement is critical to
project success and
builds upon the major
deliverables,
assumptions, and
constraints that are
documented during
project initiation.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Define Scope - ITTO
Inputs
Project Charter
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
Tools & Techniques
Expert Judgment
Data Analysis
Decision Making
Interpersonal and Team Skills
Product Analysis
Outputs
Project Scope Statement
Project Documents Updates
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Define Scope - Tools
 Product Analysis
 Detailed understanding
of the project’s product,
service, or result, with the
commitment to improve
the team’s focus, it’s
knowledge base, the
correct interpretation of
requirements,
 Some tools used are
 Product breakdown
 System analysis
 System requirements
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Define Scope Outputs
 Project Scope Statement
 Describes in detail the project
deliverables, and the work that is
required to produce those deliverables.
The greater the detail level of the scope
allows the team the better
understanding on how to reach the end
state of the project successfully. The less
detail of the scope statement creates a
great chance of project risk, as well as
offering the possibility of greater scope
creep.
 Details should include, but not limited
to:
 Product description, Goals of the
project
 Identified risks
 Project/Product acceptance criteria
 Project constraints/exclusions
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Create WBS (Work
Breakdown Structure)
 Subdividing project
deliverables and project
work into smaller, more
manageable components.
 Breakdown of the project
deliverables from the
scope statement
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
WBS Example
1.0 Phone
System Upgrade
1.1 Collect
Requirements
1.1.1 List All
Stakeholders
1.1.2 Interview
Stakeholders
1.1.3 Create
Requirements
Documentation
1.2 Select Phone
System
1.2.1 Reseach
Avilable Systems
1.2.2 Demo
Systems
1.2.3 Purchase
System
1.3 Install
System
1.3.1 Configure
Server Software
1.3.2 Configure
Network
Components
1.3.3 Install New
Phones On Desk
1.3.4 Configure
Individual
Phones
1.4 Test System
1.4.1 Test Server
Configurations
1.4.2 Test
Network
Configurations
1.4.3 Test
Individual
Phones
1.4.4 User
Acceptance
Testing
1.5 Train Users
1.5.1 Create
Training Course
Material
1.5.2 Conduct
Training
Sessions
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Create WBS - ITTO
INPUTS
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
TOOLS & TECHNIQUES
Decomposition
Expert Judgment
OUTPUTS
Scope Baseline
Project Documents Updates
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Create WBS - Input
 Project Management Plan
 Scope Management Plan
 Project Documents
 Project Scope Statement
 Requirement
Documentation
 Enterprise Environmental
Factors
 Organizational Process
Assets
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Create WBS - Tools
 Expert Judgment
 Decomposition
 It comprises of breaking
down each of the project
deliverables into smaller
components. The basic
work package should be
able to estimated its basic
time, cost and effort.
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Create WBS - Outputs
 Scope Baseline (3
Components)
 Project Scope Statement
 WBS
 WBS Dictionary
 Project Documents Updates
 Assumption Log
 Requirements
Documentation
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Create WBS
 WBS
 It is essential to the success of the
project, if it is not in the WBS, it is not
part of the project
 Defines responsibilities of the team
 A communication tool
 It is created by the PM, SME’s, the
Project team, and it a great tool for
team building
 A deliverable-oriented ranked
decomposition of the work to be
executed by the project team.
 Each node must have a unique
identifying number. This is used to help
locate and arrange each node. They
can not be any gaps and any overlap of
work packages. Nothing is eliminated
and nothing is duplicated.
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WBS Example
Project Name
Control Account
Work Package
Work Package
Work Package
Control Account
Work Package
Work Package
Work Package
Control Account
Work Package
Work Package
Work Package
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
WBS Example
1.0 Phone
System Upgrade
1.1 Collect
Requirements
1.1.1 List All
Stakeholders
1.1.2 Interview
Stakeholders
1.1.3 Create
Requirements
Documentation
1.2 Select Phone
System
1.2.1 Reseach
Avilable Systems
1.2.2 Demo
Systems
1.2.3 Purchase
System
1.3 Install System
1.3.1 Configure
Server Software
1.3.2 Configure
Network
Components
1.3.3 Install New
Phones On Desk
1.3.4 Configure
Individual
Phones
1.4 Test System
1.4.1 Test Server
Configurations
1.4.2 Test
Network
Configurations
1.4.3 Test
Individual
Phones
1.4.4 User
Acceptance
Testing
1.5 Train Users
1.5.1 Create
Training Course
Material
1.5.2 Conduct
Training Sessions
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Create WBS Continued
 WBS Dictionary
 A document that details the
contents of the WBS
 It provides detailed information
on each node of the WBS
 It captures additional qualities
about each Work Package in a
separate document
 It should include team member
assigned to it, time estimate, cost
estimate, account information,
work package ID, quality
requirements, contract
information, Scheduled Milestone,
plus detail overall of the task at
hand
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
WBS Dictionary
Project Name: Phone System Upgrade Work Package ID: 1.3.1
Work Package Name: Configure Server Software
Work Package Description: Install a new virtual server. Install the phone server
software. Configure the software to support 100 phones and voice mail to email.
Ensure all updates are applied to the operating system before installing the phone
system software.
Assigned to: Bob Peterson Duration: 5 days
Date Assigned: 12/30/2017 Due Date: 1/30/2018
Estimated Cost: $5,000 Account Code: PSU-882.3
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Plan Schedule Management
 Establishing the policies,
procedures, and
documentation for
planning, developing,
managing, executing, and
controlling the project
schedule.
 Provides guidance and
direction on how the
project schedule will be
managed throughout the
project.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Plan Schedule Management
INPUTS
Organizational Process Assets
INPUTS
Project Charter
Project Management Plan
Enterprise Environmental
Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Analysis
Meetings
OUTPUTS
Schedule Management Plan
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Plan Schedule Management -
Outputs
 Schedule Management Plan
 how the project schedule will
be planned, developed,
managed, executed, and
controlled throughout the
phase or project
 It may establish the following:
 Levels of Accuracy
 Rules of Performance
Measurement
 Reporting formats
 Release and Iteration Length
 Project Schedule Model
Development
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Define Activities
 Process of identifying and
documenting the specific
actions to be performed to
produce the project
deliverables.
 Decomposes work
packages into schedule
activities that provide a
basis for estimating,
scheduling, executing,
monitoring, and controlling
the project work.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Define Activities - ITTO
INPUTS
Project Management Plan
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Decomposition
Rolling Wave Planning
Meetings
OUTPUTS
Project Management Plan Updates
OUTPUTS
Activity List
Activity Attributes
Milestone List
Change Requests
Project Management Plan Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Define Activities - Tools
 Decomposition
 Rolling Wave Planning
 A form of Progressive Elaboration.
Near term work packages are able to
be defined in a much great detail.
Long term work packages may not be
able to be defined in any detail, a
place holder maybe created for later
date.
 As the project moves along to
completion, long term place holders
will be removed and then allowed to
be decomposed into work packages
as more details become available.
 This planning must always be
revisited throughout the life cycle of
the project when long term work
pages can not be clearly define
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Define Activities -
Tools
Configur
e
routers
Configur
e
switches
Configur
e
firewalls
Configur
e Access
points
Configur
e IDS
1.3.2 Configure Network
Components
Activities
Work Package
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Define Activities - Outputs
 Activity List
 A complete list of all scheduled activities
that is required to be perform on the
project.
 It should include a sufficient work
description as well as an activity
identifier. This is recommended so all
stakeholders have better understanding
of all work that is needed to be perform
on the project
 Work packages are Scope determined
deliverable based,
 Activity are focused in the work that
needs to be executed the work packages
 Schedule focused, not WBS focused
 Each activity should map back to one and
only one work package(work package
could have many activities
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Define Activities - Outputs
 Activity Attributes
 Any additional information
required to execute the
Activity list
 Point of contact, location of work
being performed
 Used for scheduling development
 Milestone List
 Key dates of the projects
 Mandatory, optional,
contractual, % complete
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Sequence Activities
 Is the process of identifying and
documenting relationships among the
project activities.
 It defines the logical sequence of work to
obtain the greatest efficiency given all
project constraints.
 Taking the activity list defined earlier and
arranging the activities in the order they
must be performed
 Sequencing can be performed by using
project management software or by using
manual or automated techniques.
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Sequence Activities
INPUTS
Project Management Plan
Project Documents
Enterprise Environmental
Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Precedence Diagramming Method
Dependency Determination and
Integration
Leads and Lags
Project Management Information
System
OUTPUTS
Project Schedule Network Diagrams
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Sequence Activities - Tools
 Precedence Diagramming
Method, (PDM)
 Graphical representation of
all work that is needed to be
perform on the project. This
represents the flow of the
project. What work
packages tie into another
work packages, in order as
well as durations. Simply
stated it is work packages
relationships to each other.
A C
B D
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Sequence Activities - Tools
 Relationships
 Finish to Start (The most
commonly used )
 The start of the successor’s work
package depends upon the
completion of its predecessor work
package
 Finish to Finish
 The completion of the successor work
package depends on the completion
of the predecessor work package
 Start to Start
 The start of the successor’s work
package depends upon the start of its
predecessor work package
 Start to Finish
 The completion of the successor work
package depends upon the start of its
predecessor work package
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Sequence Activities - Tools
 Dependency Determination
 Mandatory Dependencies (Hard Logic)
 They are tangible limitations of work
packages that are tie together. One work
package MUST be completed prior to the
subsequent work package beginning.
 Foundation of the house erected prior to the
house being built
 Turning on the computer prior to writing code
 Purchasing the paint prior to painting the walls
 Discretionary Dependencies (Soft Logic)
 Work packages that are tied together, but do
not have physical limitations. Work packages
may work in unison or tandem.
 Painting the walls of a room, &laying carpet at
the same time
 Cooking both Dinner & Dessert at the same
time in the oven
 Designing the packing of a computer game,
while it is in a finial testing stage
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Sequence Activities - Tools
 External Dependencies
 Work package relationship between
project and non-project activities.
Non-project Activities are usually
outside the control of the project
team.
 The gas station receiving Gas prior to you
filling up the Bulldozer gas tank
 The Home Improvement store down
stocking the paint prior to you buying it
 Internal Dependencies
 Project Activities are within control of
the team
 How to test computer software after you
installed it
 Who does what tasks on a project
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Sequence Activities - Tools
 Leads and Lags
 The management team during the
planning of activates will
determine the order of work
packages upon completion.
During this phase of this process,
work packages leads and lags must
be processed.
 A lead is the amount of time a
successor activity can be advanced
with respect to a predecessor activity
 i.e. The windows maybe scheduled to be
installed in the house up to 3 weeks
prior to the siding being installed.
 A lag directs the delay in the
successor work package or activity
 i.e. The windows can not be scheduled
to be installed in the house until the
external walls have been installed
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Sequence Activities - Outputs
 Project Schedule Network Diagrams
 These are system wide drawings
which shows the entire project work
packages/activities from start to
finish. It shows logical relationships
as well.
 Project Document Updates
Start
C
B
Finis
h
E
D
A
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Estimate Activity Durations
 Estimating the number of work
periods needed to complete
individual activities with estimated
resources.
 It provides the amount of time each
activity will take to complete.
 It should be calculated by the
individual most familiar with the
nature of work in the specific
activity.
 Uses information from the scope of
work, required resource types or
skill levels, estimated resource
quantities, and resource calendars.
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Estimate Activity Durations -
ITTO
Inputs
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
Tools and Techniques
Expert Judgment
Analogous Estimating
Parametric Estimating
Three-Point Estimates
Bottom-Up Estimating
Data Analysis
Decision Making
Meeting
Outputs
1.Duration Estimates
2.Basis of Estimates
3.Project Documents Updates
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Estimate Activity Durations -
Tools
 Analogous Estimating(top-down
estimating)
 This relies on historical
information to predict
estimates, (i.e. Time, Budget,
Difficulty), for current projects.
Often used when there is
limited amount of information
available. Cost less in Time
and Money to uses, but it
gives the least accuracy when
it comes to estimating.
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Estimate Activity Durations -
Tools
 Parametric
 A technique that uses a statistical
relationship between historical data and
other variables (for example, square
footage in construction, lines of code in
software development) to calculate an
estimate for activity parameters, such as
scope, cost, budget, and duration.
 Three Point Estimate
 Calculates an expected duration using a
weighted average of 3 estimated,
Optimistic, Pessimistic, Most Likely.
(O+P+4M)/6.
 If the Optimistic is 8 days, Pessimistic is 14
days, and Most likely is 10 days, Pert is
10.333.
 ((8+14+4*10)/6)
 (22+40)/6
 62/6
 10.33
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Estimate Activity Durations -
Tools
 Bottom-Up Estimating
 The work has to be very detailed for
this type of estimation to take place.
 Takes a very long time to complete,
but highly accurate.
 You break down the work to the lowest
levels and then aggregating the work
back up to find an overall duration.
 Data Analysis
 Reserve Analysis
 Often call Slack Time, or Contingency
Reserve, Time Reserves. Buffer
 Maybe a percentage or a set determined
time allowance
 Usually added because of Risk Factors
 Decision Making
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Estimate Activity Durations
Output
 Duration Estimates
 The likely number of work periods
required to completed an activity or
a work package. It does not have
any leads or lags assigned to it. It is
just a number. i.e. Painting room 6
with take at least 36 man hours, to a
maximum of 42 man hours
 May include some indication of the
range of possible results
 Basis of Estimates
 How the estimates were developed
and their ranges.
 It can also include all assumptions
and constraints made to create the
estimate
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3-Point Estimate (PERT)
 PERT(Program (or Project) Evaluation and Review
Technique )
 Three-Point Estimate
 A scheduling tool that uses a weighted average formula to
predict the length of activities and the project.
 Beta Distribution
 Specifically, the PERT formula is (O+R(4)+P)/6
(Optimistic Estimate + (4 x Realistic) + Pessimistic Estimate)
6
 Standard Deviation
(P-O)/6
 Triangle Distribution
 The Triangle Distribution formula is (O+R+P)/3
(Optimistic Estimate + Realistic + Pessimistic Estimate)
3
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Develop Schedule
 Analyzing activity sequences,
durations, resource
requirements, and schedule
constraints to create a schedule
model for project execution and
monitoring and controlling.
 It generates a schedule model
with planned dates for
completing project activities.
 Entering the activities, durations
and resources into the
scheduling tool will generates a
schedule with planned dates for
completing the project
activities.
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Develop Schedule - ITTO
Inputs
Project Management Plan
Project Documents
Agreements
Enterprise Environmental Factors
Organizational Process Assets
Tools and Techniques
Schedule Network Analysis
Critical Path Method
Resource Optimization
Data Analysis
Schedule Compression
Project Management Information System
Agile Release Planning
Outputs
Schedule Baseline
Project Schedule
Schedule Data
Project Calendars
Change Requests
Project Management Plan Updates
Project Documents Updates
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Develop Schedule - Tools
 Schedule Network Analysis
 It employs several different
techniques, (Critical path, Critical
Chain, What-if analysis, and
resource optimization techniques)
to determine the length of the
schedule. It is used to calculate the
early start and early finish dates,
late start and late finish dates.
 Resource Optimization Techniques
 A method to flatten the schedule
when resources are over-allocated
or allocated unevenly. Resource
leveling can be applied in different
methods to accomplish different
goals. One of the most common
methods is to ensure that workers
are not overextended on activities.
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Develop Schedule - Tools
 Critical Path Method
 Calculate the early start (ES), early
finish (EF), late start (LS) and late
finish (LF) dates, without require
for any resource limitations. It is
used to help determined Lags,
Leads, activity relationships,
schedule constraints
 Critical Chain Method
 A method of planning and
managing projects that puts
more emphasis on the resources
required to execute project tasks
developed
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Develop Schedule - Tools
 Data Analysis
 What If Scenarios (Monte
Carlo)
 Simulations
 Leads and Lags
 Schedule Compression
 Crashing(Adding resources to
a project activity)
 Always adds cost
 May add additional Risk
 Fast Tracking( Activates
performed in parallel)
 May not always add cost
 May increase risk due to project
rework
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Develop Schedule - Tools
 PMIS
 Agile Release Planning
 The schedule will be broken up
into smaller iterations, verses to a
traditional project where the
schedule is for the entire product
release. Smaller increments allows
the customers an opportunity to
give feedback on the product with
a quicker turnaround
 Iteration plan is a plan that will be
used to create a single iteration for
part of the product.
 Release plan is a set of iterations
that will help to create a product
that would be given to the
customers for feedback
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Develop Schedule - Outputs
 Project Schedule
 Project start and end date. Each
activity start & end date. The
project schedule maybe a high
level document, or as detail as
having each activities resourced
assign to it. Most often showed
as a graphically presentation.
 Project Network Diagrams
 Bar charts
 Activities represented by horizontal
bars on a horizontal axis that
represents the calendar.
 Milestone Chart
 A list of only key dates in the
project. A very high level detail of
the status of the project.
 Schedule Baseline
 Original Schedule baseline with
any approved changes to the
schedule
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Develop Schedule - Outputs
 Schedule data
 Schedule templates that
the team used to calculate
durations, assumptions,
constraints or resource
requirements
 Project Calendars
 Identifies Project shifts
and work days
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Plan Cost Management
 Defining how the project
costs will be estimated,
budgeted, managed,
monitored, and controlled.
 It provides guidance and
direction on how the
project costs will be
managed throughout the
project.
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Project Cost Management -
Terms
 Value Engineering
 Aka, value analysis is finding
a less costly way of doing
work. It will look how to
achieve a goal/scope the
less costly way
Cost
Type
Explanation
Fixed Costs that stay same throughout the life of a project . I.E. bulldozer
Variable Costs that vary on a project. I.E. hourly labor, fuel for bulldozer
Direct
Expenses billed directly to the project. I.E. materials used to
construct bldg
Indirect
Costs that are shared & allocated among several or all projects. i.e.
mgr’s salary.
Sunk
Costs that have been invested into or expended upon the project.
Sunk costs are like spilt milk.
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Plan Cost Management - ITTO
INPUTS
Project Charter
Project Management Plan
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Analysis
Meetings
OUTPUTS
Cost Management Plan
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Plan Cost Management -
Output
 Cost Management Plan
 How costs will be planned,
structured and controlled
 Units of measure
 Level of accuracy
 Reporting formats
 Control thresholds
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Estimate Costs
 Developing an approximation of the
cost of resources needed to complete
project work.
 Usually expressed in some from of
currency, $, Euro, Yen, Won, etc..
 Accuracy of a project estimate will
increase as the project progresses
through the project life cycle
 Costs are estimated for all resources
that will be charged to the project
including but is not limited to labor,
materials, equipment, services, and
facilities, as well as special categories
such as an inflation allowance, cost of
financing, or contingency costs.
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Estimate Cost - Types
 Definitive Estimates: –5%
to +10%
 Budget Estimates: –10%
to +25%
 Rough Order of
Magnitude Estimates: –
25% to +75%
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Estimate Costs
INPUTS
Project Management Plan
Project Documents
Enterprise Environmental
Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Analogous Estimating
Parametric Estimating
Bottom-up Estimating
Three-Point Estimating
Data Analysis
Project Management Information System
Decision Making
OUTPUTS
Cost Estimates
Basis of Estimates
Project Documents Updates
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Estimate Costs - Tools
 Expert Judgment
 Analogous Estimating
 Top down, Pasted projects, Not
very detailed
 Parametric Estimating
 Statistical relationships between
historical data and variables
 8 hour work period, lay 50 cubic feet
of concrete
 1 hour work period, paint 32 square
feet of drywall
 Bottom-up Estimating
 Separate estimate for each activity
and aggregated up to summary
nodes on WBS
 Greatest Level of specified detail
 Highly accurate, labor intensive
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Estimate Costs - Tools
 Pert, Three point Estimating
(Covered in Schedule
Management)
 Data Analysis
 Reserve Analysis (Money set
aside for Risk)
 Cost of Quality
 Failure
 Internal caused, (may need to
rework, scrap)
 External caused, (Warranty work,
Lost of business)
 Leads to rework and increasing
spend rate
 Success
 Training, proper equipment,
inspections
 PMIS
 Decision Making
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Estimate Costs - Output
 Cost Estimates
 Costs associated with each
activity. This includes labor,
materials, equipment,
facilities, inflation, services,
etc…
 Basis of Estimates
 Range of possible estimates
 Confidence level of estimates
 How estimates were
developed and by whom
 Project Document Updates
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Determine Budget
 Process of aggregating
the estimated costs of
individual activities or
work packages to
establish an authorized
cost baseline.
 It determines the cost
baseline against which
project performance can
be monitored and
controlled.
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Determine Budget - ITTO
INPUTS
Project Management Plan
Project Documents
Business Documents
Agreements
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Cost Aggregation
Data Analysis
Historical Information Review
Funding Limit Reconciliation
Financing
OUTPUTS
Cost Baseline
Project Funding Requirements
Project Documents Updates
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Determine Budget - Tools
 Cost Aggregation
 Details on what each schedule activity is
scheduled to cost. These will be rolled up to
each parent work package to determined
total cost and budgetary requirements
 Data Analysis
 Reserve Analysis, Possible Contingency
reserves for the project
 Contingency Reserves: The PM determines,
manages, and controls the contingency reserves,
which will address the cost impact of the
remaining or known/unknown risks
 Management Reserve: The management
determines the funds to cover unknown/
unknown risks to the project
 Designed for possible risk obstacles to the
Baselines
 Historical Information Review
 Parametric or Analogous estimates based off
historical projects
 Best used when project are very similar in
nature
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Determine Budget - Tools
 Funding Limit Reconciliations
 Projects current run rate vs.
what was planned over the
life cycle of the project.
Sections of the project may
need to be reschedule due
to budget limitations
 Financing
 Acquiring money for the
project from an external
source
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Determine Budget Output
 Cost Baseline
 Includes the cost of all the activities, that are
aggregated to work packages. The work packages
and the contingency reserves are aggregated into
control account. The sum of all control account is
the cost baseline.
 Typically displayed in a S-Curve graph.
 The cost baseline represents the project cost, which
includes the contingency reserves. The project
budget is the cost baseline + management reserves.
 Project Funding Requirements
 What gets funded when and by how much. Is
there a trigger point, Milestone point, etc..
 Project Document Updates
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How To Ensure Effective
Quality Management
 Always cost more if the
customers find the
defects. Prevent defects
from going to the
customers
 Build quality into the
planning and design of a
project
 Build a culture in the
organization that wants
to produce quality work.
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Plan Quality Management
 “The standard of something as
measured against other things of a
similar kind; the degree of
excellence of something.”
 Identifying quality requirements
and/or standards for the project and
its deliverables, and documenting
how the project will demonstrate
compliance with quality
requirements and/or standards.
 Guidance and direction on how
quality will be managed and verified
throughout the project.
 Identifies what the quality
specifications are for this project and
how these specifications will be met
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Plan Quality Management
INPUTS
Project Charter
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
TOOLS & TECHNIQUES
Expert Judgment
Data Gathering
Data Analysis
Decision Making
Data Representation
Test and Inspection Planning
Meetings
OUTPUTS
Quality Management Plan
Quality Metrics
Project Management Plan Updates
Project Documents Updates
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Plan Quality Management -
Tools
 Data Analysis
 Cost Benefit Analysis
 Does the activities, work
packages performed cost more
then the expected results. The
benefits must out weigh their
costs.
 Cost of Quality, (COQ)
 All costs incurred over the life of
the product ensuring it meets
quality of the product
 Conformance, Prevention costs,
Appraisal costs
 Non-Conformance, Internal and
external failure costs
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Plan Quality Management -
Tools
 Test and Inspection Planning
 PM and team determine how to
test or inspect the project output
to ensure it meets the
stakeholders needs and
expectations.
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Plan Quality Management -
Tools
 Data Representation
 Logical Data Model
 A visual representation of
the data and you can then
use it to identify the best
methods to sort and
organize it
 Matrix Diagram
 The relationship between
two or more groups within
the project
 Mind Mapping
 Visually organize data
 Flowcharts
 A graphical representation of
the process and any room
for improvements
Collect
Requirements
Determine
Database
Fields
Organize into
tables
Determine Filed
types
Create
Database
Create tables
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Plan Quality Management -
Output
 Quality Management Plan
 Quality standards that will be used
by the project
 Quality control and management
activities for the project
 Quality tools that will be used
 How to continually improve our
processes
 Quality Metrics
 Specifications on how quality will be
measure during the control quality
process. Such as, error per line of
code
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Plan Resource Management
 Describing how to estimate,
acquire, manage, and use team
and physical resources.
 Team resources are the people
working on the project to build
the deliverables
 Physical resources such as
supplies, materials, services,
facilities, and equipment will
be measured, acquired,
managed, and used in the
project
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Plan Resource Management -
ITTO
INPUTS
Project Charter
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Representation
Organizational Theory
Meetings
OUTPUT
Resource Management Plan
Team Charter
Project Documents Updates
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Plan Resource Management -
Tools
 Data Representation
 Organization Charts and Positions
Descriptions
 3 Types
 Hierarchical
 Graphic, Top-Down Format, (similar format to
the WBS)
 Matrix-Based Chart
 Responsibility Assignment Matrix, (RAM).
RACI Charts
 Text-Oriented Format
 Detail description of roles, qualifications,
responsibilities, etc.
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Plan Resource Management -
Tools
Proje
ct
Mana
ger
Team
member
Sponsor Customer
Develop Project
charter
A I R I
Define scope A R C I
Create WBS C A I I
Validate scope A I C R
RACI Charts
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Plan Resource Management -
Tools
Project
Sponsor
Project Manager
Team Member
Sub Team
Member
Team Member
Sub Team
Member
Team Member
Sub Team
Member
Hierarchical Chart
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Plan Resource Management –
Output
 Resource Management Plan
 part of the project management plan
and is used to manage both physical
and team resources
 It will guide the remaining five resource
management processes
 Contains the roles and responsibilities,
the organization chart, and project team
resource management.
0
1
2
3
4
5
6
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
Team
members
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Plan Resource Management –
Output
 Team Charter
 Document that outlines
what will be acceptable
behavior within the project.
 Should include things like
the general rules of conduct
for meetings, decision-
making, and one-on-one
conversations
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Estimate Activity Resources
 Where you look at each
individual activity and
determine what and how
many resources are needed
to accomplish that activity
 Resources are not just
people, but also include
equipment, machines, and
different types of supplies
needed to finish the activity
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Estimate Activity Resources -
ITTO
Inputs
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
Tools and Techniques
Expert Judgment
Bottom-up Estimating
Analogous Estimating
Parametric Estimating
Data Analysis
Project Management Information System
Meetings
Outputs
Resource Requirements
Basis of Estimates
Resource Breakdown Structure
Project Documents Updates
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Estimate Activity Resources -
Tools
 Bottom-Up Estimating
 Break down the activities in more
detail until you can assign the
resources. You can then aggregate
them back up to the full activity
 Analogous Estimating
 Also known as top-down
estimation. Analogous estimation
relies on historical information to
assign the current duration to the
activities. It is based on a limited
amount of information.
 Parametric Estimating
 Uses a math algorithm to
calculate cost or duration
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Estimate Activity Resources -
Output
 Resource Requirements
 will document the number
and types of resources
needed to complete each
activity. This should be very
detailed.
 Resource Breakdown Structure
 Hierarchical breakdown of
resources by their categories
and types.
 Basis of Estimates
 How the estimates were
created.
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Plan Communication
Management
 Developing an appropriate
approach and plan for project
communications activities
 Based on the information needs
of the project stakeholders
 Documented approach to
effectively and efficiently engage
stakeholders
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Plan Communication
Management - ITTO
INPUTS
Project Charter
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Communication Requirements Analysis
Communication Technology
Communication Models
Communication Methods
Interpersonal and Team Skills
Data Representation
Meetings
OUTPUTS
Communications Management Plan
Project Management Plan Updates
Project Documents Update
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Plan Communication
Management - Tools
 Expert Judgement
 Communication Requirements Analysis
 Analyzing the communications needs of the stakeholders
 Lack of communication leads to failure
 Communications Channels
 Channels = n(n-1)/2
 N=The number of people on the project
 4 Team Members= 6 lines of communication
 4(4-1)/2=x
 6=x
 There are 10 stakeholders on a project, how many
channels will the project manager need to analyze?
 10(10-1)/2 = 45
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Plan Communication
Management - Tools
 Communication Technology
 Method of communication
 Technology, Email, phone, fax, Web page, in-person
 Level of Urgency
 Ease of use
 Sensitivity and confidentiality of the information
 Communication Methods
 Informal Written
 Email, Memorandums
 Formal Written
 Contracts, Project Documents, Legal Notices
 Informal Verbal
 Phone calls, random discussions
 Formal Verbal
 Presentations, Speeches
 Push- Email Blast
 Pull-Download information
 Interactive- Joint Discussions
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Plan Communication
Management - Tools
 Communication Models
 Sender - The person or group
sending the message to the
receiver.
 Encoder - The device or
technology that encodes the
message to travel over the
medium.
 Decoder - This is the inverse of the
encoder.
 Receiver - This is of course the
recipient of the message.
 Paralingual - The pitch, tone, &
inflections in the sender’s voice
affect the message being sent.
 Nonverbal
 Communication Blocker
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Plan Communication
Management - Tools
 Interpersonal and Team Skills
 Communication styles
assessment
 Technique to determine the ideal
communication method, format,
and substance for planned
communication
 Political awareness
 Achieved through a good
perception of strategies, hidden
agenda, and power structure and
relationship within and around the
project
 Cultural awareness
 Understanding the differences
among individuals, groups, and
organizations and adjusting the
project’s communication to these
differences.
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Plan Communication
Management - Output
 Communications Management Plan
 Who should receive project
communications
 What communications they should
receive
 Who should send the
communication
 How the communication will be
sent
 How often it will be updated
 Definitions so that everyone has a
common understanding of terms.
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Project Risk Management
 Conducting risk management planning,
identification, analysis, response
planning, response implementation, and
monitoring risk on a project.
 Individual project risk: is an uncertain
event or condition that, if it occurs, has a
positive or negative impact on one or
more parts of the project
 Overall project risk: The risk exposure of
the project as a whole. It’s made up of
the sum of individual project risks plus
other sources of uncertainty.
 Risk is negative or positive. Negative risk
are threats and positive risks are
opportunities.
 Increase the probability and/or impact of
positive risks and to decrease the
probability and/or impact of negative
risks
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Plan Risk Management
 Defining how to conduct risk
management activities for a
project
 Planning how to identity,
assess, response, implement
responses and monitor risk
 Risk Management is a
proactive approach and
should be done early in the
project
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Plan Risk Management - ITTO
INPUTS
Project Charter
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgments
Data Analysis
Meetings
OUTPUTS
Risk Management Plan
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Plan Risk Management -
Outputs
 Risk Management Plan, (Roadmap to
the other 6 risk processes)
 Used to determine
 How risks will be categorized/identified
 How quantitative/ qualitative analysis
will be completed
 How risk response planning will
happen
 How will the risk response be
implemented
 How risks will be monitored
 How ongoing risk management
activities will happen throughout the
project life cycle
 Roles and responsibilities for the
project team
 Stakeholders risk appetite, helps to
determine what is acceptable risk vs.
non acceptable
 Risk Breakdown structure(RBS) is used
to categories risks.
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Sample Risk Breakdown
Structure
Risk
External
Regulation
Vendors
Organizational
People
Funding
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Identify Risks
 Identifying individual project
risks as well as sources of
overall project risk, and
documenting them in the risk
register and risk report
 All personnel should be
encouraged to identify risks.
 Should be done throughout
the project. Risk changes
daily.
 Identify both positive and
negative risk
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Identify Risks
INPUTS
Project Management Plan
Project Documents
Agreements
Procurement Documentation
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Gathering
Data Analysis
Interpersonal and Team Skills
Prompt Lists
Meetings
OUTPUTS
Risk Register
Risk Report
Project Documents Updates
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Identify Risks - Tools
 Prompt Lists
 A predetermined list of
risk categories. RBS can
be used to used to
identity both individual
and overall risk
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Identify Risks - Tools
 Data Analysis
 Documentation Analysis
 Structure review of all
project documentation
 Assumptions and
constraints analysis
 Root Cause Analysis
 SWOT Analysis
Strengths
- Expert team
-Management support
Weaknesses
-Little free time
-High cost
Opportunities
-New Market
-New IT Systems
Threats
- Regulations
-Staff Shortage
SWOT
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Identify Risks
 Risk Register - (Individual Project
Risks)
 List of all Identified Risks
 List of Potential Responses
 Provides a list of all identified
risks on the project, what
reactions to this risk are, what
the root causes are, and what
categories the risks fall into.
 Risk Report
 Sources of overall project risk
and summary information on
identified individual risk.
Risk
ID
Risk Response Cause Project
Area
S1 Bad weather Add 3 more
days to
schedule
Environment Time
C1 Cost overrun Add 10% more
to budget
Supplier might
increase cost
Cost
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Perform Qualitative Risk
Analysis
 Prioritizing individual
project risks by assessing
their probability of
occurrence and impact as
well as other
characteristics.
 Done in order to determine
which risks are the highest
priority on the project.
 Creates a ranking
 Preformed throughout the
project
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Perform Qualitative Risk
Analysis - ITTO
INPUTS
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Gathering
Data Analysis
Interpersonal and Team Skills
Risk Categorization
Data Representation
Meetings
OUTPUTS
Project Documents Updates
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Perform Qualitative Risk
Analysis - Tools
 Data Analysis
 Risk Probability and Impact
Assessment
 The likelihood that each specific risk
will occur, level of probability
 Investigate the potential effect on the
project, Cost, Schedule, Quality,
Performance, Positive or Negative
 Risk Data Quality Assessment
 The degree of which the risk is
understood and the accuracy, quality,
reliability and the integrity of the data
 Assessment of other risk parameters
 Other parameters such as urgency,
proximity, manageability, and
detectability.
 Risk Categorization
 Sources of Risk
 Grouped by root cause
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Perform Qualitative Risk
Analysis - Tools
 Data Representation
 Probability and Impact Matrix
 Outlines the probability and impact on the project
 Sorted by High Risk, Medium Risk, Low Risk
 Hierarchical Char
 Bubble Chart
Risk bubble chart
Risk Probability Impact Score Ranking
Bad
Contractor
4 5 20 High
Bad
Weather
3 3 9 Medium
Earthquake 1 5 5 Low
Probability = 1-5 Impact = 1-5
Probability and Impact Matrix
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Perform Qualitative Risk
Analysis - Outputs
 Project Documents Updates
 Risk Register
 Risk Report
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Perform Quantitative Risk
Analysis
 Numerically analyzing the
effect of individual project
risks on the overall project
objectives.
 Assigns a value to the risk
that have been ranked by
qualitative risk analysis.
 Usually requires specific risk
software and knowledge in
the development and
interpretation of risk
models.
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Perform Quantitative Risk
Analysis - ITTO
INPUTS
Project Management Plan
Project Documents
Enterprise Environmental
Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Gathering
Interpersonal and Team Skills
Representations of Uncertainty
Data Analysis
OUTPUTS
Project Documents Updates
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Perform Quantitative Risk
Analysis – Tools
 Representation of
Uncertainty
 Probability distribution,
looking at the probability
of risks actually taking
place
 Triangular or beta
distributions
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Perform Quantitative Risk
Analysis – Tools
 Data Analysis
 Sensitivity Analysis
 Tornado Chart
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Perform Quantitative Risk
Analysis – Tools
Initial
Cost
Risk Cost Probabilit
y
EMV Total
New
Constructed
House
1,000,000 400,000 25% 100,000 1,100,000
Remodel older
house
800,000 500,000 10% 50,000 850,000
To calculate the EMV you would take the probability multiply the risk
costs. To get the total, add the EMV to the initial cost.
 Data Analysis
 Sensitivity Analysis
 Decision Tree Analysis
 Make or buy analysis
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Perform Quantitative Risk
Analysis – Output
 Project Documents Updates
 Risk register
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Plan Risk Responses
 Developing options, selecting
strategies, and agreeing on
ways to address risk on the
project
 Will allocate resources needed
to response to risk if they
happen
 Will address all risk
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Plan Risk Responses - ITTO
INPUTS
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Gathering
Interpersonal and Team Skills
Strategies for Threats
Strategies for Opportunities
Contingent Response Strategies
Strategies for Overall Project Risk
Data Analysis
Decision Making
OUTPUTS
Change Requests
Project Management Plan Updates
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Plan Risk Responses - Tools
 Strategies for Negative Risk or
threats
 Escalate-Outside the
Project Team Level
 Avoid-eliminate the risk
entirely
 Transfer-transfer ownership
to a 3rd party
 Mitigate- reduce the
probability of the risk event
 Accept- Deal with the Risk
at hand
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Plan Risk Responses - Tools
 Strategies for Opportunities (Positive
Risk)
 Escalate-Outside the Project Team
Level
 Exploit-Remove any and all
uncertainty
 Share-Some or all ownership to a
3rd party
 Enhance-Increase the probability
of the event happening
 Accept -Take advantage of the
opportunity, but not seek it
 Strategies for Overall Project Risk
 Avoid
 Exploit
 Transfer/Share
 Mitigate/Enhance
 Accept
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Plan Risk Responses - Tools
 Contingent Response Strategies
 May undertake certain risk
events, if certain conditions
apply
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Plan Risk Responses -
Outputs
 Project Documents Updates
 Risk register
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Agreements (Contracts)
 Should clearly outline the deliverables and results
anticipated, including any knowledge transfer from
the seller to the buyer.
 Know the laws and regulations from the local
country that could affect the contract
 Generally considered a legally binding documents
between buyers and sellers
 Should outline:
 Formal written document
 Scope of work to be performed
 Roles and responsibilities
 How to perform the work, including locations and
times?
 Terms and conditions
 Warranties and penalties
 Payment terms
 Termination clauses
 Change request process
 Incentives
 Insurance and performance bonds
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Types of Contracts
Contract Types
Fixed-Price
Firm fixed price
Fixed price
incentive fee
Fixed price with
economic price
adjustments
Cost-
reimbursable
Cost plus fixed
fee
Cost plus
incentive fee
Cost plus award
fee
Time and
Material
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Fixed Price (Lump Sum)
 When the buyer pays one flat price
(lump sum) for all work in the contract
 This would include all labor and
materials
 Use when the scope is well-defined
and understood
 All risk is with the seller
 3 Types:
 Firm Fixed Price (FFP): This contract is when the
price is fixed and cannot be changed.
 Fixed Price Incentive Fee (FPIF): This contract is
when the fixed price includes an additional fee
for meeting a target set forth in the contract.
 Fixed Price Economic Price Adjustment (FP-EPA):
This contract is used to adjust the fixed cost over
the life of the contract because of economic
conditions.
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Cost-reimbursable
 When the buyer pays for the work
expenses and then pays the seller a fee
for his profit
 The risk is with the buyer because the cost
overrun of work expense is covered by the
buyer
 3 Types
 Cost plus fixed fee (CPFF): This contract is
when the buyer pays the work expense and
then a fixed fee to the seller for profit.
 Cost plus incentive fee (CPIF): This contract
is when the buyer pays the work expense
and an additional fee, if a target is met, such
as, finishing two weeks earlier.
 Cost plus award fee (CPAF): This contract is
when the buyer pays the work expense and
pays an award fee that is based on
satisfaction of work.
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Time and material
 Time and material contract
is when the buyer pays for
both labor and material
 The buyer takes all the risk
of cost overrun for both the
labor and materials
 Should only be used when
the scope is high-level.
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Plan Procurement
Management
 Determines whether to obtain
goods and services from outside
the project and, if so, what to
acquire as well as how and when
to acquire it.
 The process of documenting
what procurements are needed
for the project, detailing the
approach, defining selection
criteria to identify potential
sellers, and putting together a
Procurement management plan.
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Plan Procurement
Management - ITTO
INPUTS
Project Charter
Business Documents
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Gathering
Data Analysis
Source Selection Analysis
Meetings
OUTPUTS
Procurement Management Plan
Procurement Strategy
Bid Documents
Procurement Statement of Work
Source Selection Criteria
Make-or-buy Decisions
Independent Cost Estimates
Change Requests
Project Documents Updates
Organizational Process Assets Updates
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Plan Procurement
Management - Tools
 Data Gathering
 Market Research
 Data Analysis
 Make-or-buy analysis
 Source Selection Analysis
 Understanding of work
 Risk
 Cost
 Past Performance
 References
 Production ability
 Warranty
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Plan Procurement
Management - Output
 Procurement Management Plan
 Outlines the activities to be undertaken
during the procurement processes
 Make contain a prequalified sellers list
 Procurement Strategy
 Determine how to deliver the deliverables,
types of contracts to use, what phases will be
used to complete procurements
 Bid Documents
 Used to Solicit Proposals from potential
sellers
 RFI, Request for information
 IFB, Invitation for bid
 RFP, Request for proposal
 RFQ, Request for quote
 Procurement Statement of Work
 Developed from the Scope Baseline, Lists the
needs of the buyer
 Allows prospective sellers to determine of
they can meet the requirements set forth by
the Buyer
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Plan Procurement
Management - Output
 Source Selection Criteria
 Cost, location, license, certification,
reference, warranty, or experience.
This needs to be determined before
seller is selected.
 Make or buy Decisions
 What will the project make or buy
 Independent Cost Estimates
 Cost estimate done by an outside
professional
 Change Requests
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Plan Stakeholder Engagement
 Developing methods to
involve project
stakeholders
 Centered on their needs,
expectations, interests, and
potential impact on the
project.
 It creates an actionable
plan to interact effectively
with stakeholders
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Plan Stakeholder Engagement
- ITTO
INPUTS
Project Charter
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Asset
TOOLS AND TECHNIQUES
Expert Judgment
Data Gathering
Data Analysis
Decision Making
Data Representation
Meetings
OUTPUTS
Stakeholder Engagement Plan
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Plan Stakeholder Engagement
 Data Representation
 Stakeholder Engagement
Assessment Matrix
 5 levels of engagement
 Unaware
 Resistant
 Neutral
 Supportive
 Leading
Stakeholder Unware Resistant Neutral Supportive Leading
Mary Current Desired
Jane Current Desired
Bob Desired
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Plan Stakeholder Engagement
- Outputs
 Stakeholder Engagement Plan
 How will the team keep the
stakeholders engaged on the
project.
 What type of communication
will be needed to engage
them on the project.
Executing
Project Management Process Groups
Initiating Planning Executing
Monitoring &
Controlling Closing
Develop Project Charter
Identify Stakeholders
Develop Project Management Plan
Plan Scope Management
Collect Requirements
Define Scope
Create WBS
Plan Schedule Management
Define Activities
Sequence Activities
Estimate Activity Durations
Develop Schedule
Plan Cost Management
Estimate Costs
Determine Budget
Plan Quality Management
Plan Resource Management
Estimate Activity Resources
Plan Communications Management
Plan Risk Management
Identify Risks
Perform Qualitative Risk Analysis
Perform Quantitative Risk Analysis
Plan Risk Responses
Plan Procurement Management
Plan Stakeholder Engagement
Direct and Manage Project Work
Manage Project Knowledge
Manage Quality
Acquire Resources
Develop Team
Manage Team
Manage Communications
Implement Risk Responses
Conduct Procurements
Manage Stakeholder Engagement
Monitor and Control Project Work
Perform Integrated Change Control
Validate Scope
Control Scope
Control Schedule
Control Costs
Control Quality
Control Resources
Monitor Communications
Monitor Risks
Control Procurements
Monitor Stakeholder Engagement
Close Project or Phase
PROCESS GROUPS & KNOWLEDGE AREAS TABLE
Page 22, PMI Process Group:
A Practice Guide
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Direct and Manage Project
Work
 Performing the work defined
in the project management
plan
 Involves managing people
and keeping them engaged,
improving the processes,
requesting changes, and
implementing approved
changes
 Summary of all other
executing processes
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Direct and Manage Project
Work - ITTO
INPUTS
Project Management Plan
Project Documents
Approved Change Requests
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Project Management Information System
Meetings
OUTPUTS
Deliverables
Work Performance Data
Issue Log
Change Requests
Project Management Plan Updates
Project Documents Updates
Organizational Process Assets Updates
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Direct and Manage Project
Work - Inputs
 Approved Change Requests
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Direct and Manage Project
Work - Output
 Deliverables
 Any product, service, or result required
to complete the project
 Work Performance Data
 Information on the status of these
deliverables
 Is it tracking Positive or Negative
against the plan/baselines,
(cost/durations)
 Work completed, start/end dates of
activities, # of changes requests, # of
defects,
 Issue Log
 A record of all the issues/problems you have
encountered on the project
 All issues are described, assigned, prioritized,
and addressed.
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Direct and Manage Project
Work - Output
 Change Requests
 Corrective Action
 Fixing past errors
 Realigns the project performance
 Preventive Action
 Fixing future errors
 Questions if everything is aligned with
the project plan
 Defect Repair
 Modify a nonconforming product or
result
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Manage Project Knowledge
 Using existing knowledge and creating
new knowledge
 Contribute to organizational learning
 Knowledge created by the project will be
made available to support organizational
operations and future projects or phases
 Commonly split into explicit and tacit.
 Explicit knowledge can be formally documented and shared,
 Data
 Documents
 Records
 Tacit knowledge exists inside the heads of your employees
 Experience
 Thinking
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Project Knowledge -
ITTO
INPUTS
Project Management Plan
Project Documents
Deliverables
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Knowledge Management
Information Management
Interpersonal and Team Skills
OUTPUTS
Lessons Learned Register
Project Management Plan Updates
Organizational Process Assets
Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Project Knowledge -
Tools
 Knowledge Management
 The sharing of knowledge between
stakeholders on a project. Used to foster
project interaction. Sure as:
 Networking
 Workshops
 Meetings
 Information Management
 The collection, storage, dissemination,
archiving and destruction of information
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Manage Project Knowledge -
Outputs
 Lessons Learned Register
 Gathered throughout the project,
not just at the end
 Updated whenever new
knowledge within the project is
discovered by any stakeholder
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Manage Quality
 Translating the quality
management plan into
executable quality activities
 It increases the probability of
meeting the quality objectives
as well as identifying
ineffective processes and
causes of poor quality.
 Maybe called Quality
Assurance.
 Confirm the quality processes
used are meeting the quality
objectives.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Quality
INPUTS
Project Management Plan
Project Documents
Organizational Process
Assets
TOOLS & TECHNIQUES
Data Gathering
Data Analysis
Decision Making
Data Representation
Audits
Design for X
Problem Solving
Quality Improvement Methods
OUTPUTS
Quality Reports
Test and Evaluation Documents
Change Requests
Project Management Plan Updates
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Quality - Tools
 Data Representation
 Affinity Diagrams
 Used to group ideas together
 Matrix Diagrams
 Shows the relationship among
processes
 Cause and Effect Diagrams
 Also known as Ishikawa or Fishbone
diagram, it will tell you the causes of
defects
Fail PMP Exam
Work/Famaily Exam
Lack of
Wrongmaterial
Lack of
Anxiety
Cold/Hot exam room
Run out of time
Distraction from studying
Too much work
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Quality - Tools
 Data Representation
 Flowcharts
 Flowcharts show you a graphical
representation of the process and
any room for improvements.
 Histograms
 Histograms are bar charts that show
the distribution of numerical data.
One example of a histogram is a
Pareto diagram. Pareto diagrams use
the Pareto principle of 80/20.
0%
20%
40%
60%
80%
100%
120%
$-
$10,000.00
$20,000.00
$30,000.00
$40,000.00
$50,000.00
$60,000.00
$70,000.00
$80,000.00
$90,000.00
Salaries Contractors Rentals Equipment Material
Project Expenses
Amount Cumulative %
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Manage Quality - Tools
 Data Representation
 Scatter Diagram
 Scatter diagrams show trends
in relation to different variables
0
1
2
3
4
5
6
7
8
9
0 5 10
Number
of
Defects
Weeks
Defects per week
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Manage Quality - Tools
 Audits
 Identify all best practices are being
executed
 Identify all short comings and gaps in the
process
 Design for X
 Used by engineers in order to design a
particular aspect of a product
 Problem Solving
 Finding solutions to problems. identifying
the problem, determining what’s causing it,
looking at possible solutions, selecting a
solution, implementing a solution, and
verifying that it solves the problem.
 Quality Improvement Methods
 Find ways to improve the quality processes
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Quality - Output
 Quality Reports
 Report generally includes
information about quality
issues on the project and
recommendations on how to
improve the processes being
used.
 Test and Evaluation Documents
 Documents generally take the
form of a checklist that can be
used when checking the
quality of the deliverables
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Acquire Resources
 Getting the staff and
physical resources needed
to build the deliverables
on the project.
 Done continuously
throughout the project or
phase
 Both internal and external
resources
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Acquire Resources - ITTO
INPUTS
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Decision Making
Interpersonal and Team Skills
Pre-Assignment
Virtual Teams
OUTPUTS
Physical Resource Assignments
Project Team Assignments
Resource Calendars
Change Requests
Project Management Plan updates
Project Documents Updates
Enterprise Environmental Factors Updates
Organizational Process Assets Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Acquire Resources - Tools
 Decision Making
 Multi-Criteria Decision Analysis
 Availability, Cost, Experience, Ability
 Knowledge, Skills, Attitude, International
Factors
 Interpersonal and Team Skills
 Negotiation
 Functional Managers for particular resources
 Other PM teams in motion, Vendors,
Contractors, 3rd parties
 Pre-Assignment
 Team Members are selected in advance of
the project
 Virtual Teams
 Wide Spread Geographical areas, Another
city, Country, etc…
 Work from home, Different Shifts
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Acquire Resources - Outputs
 Physical resource Assignments
 Document how you allocated the
physical resources on the project.
This usually includes assigning
materials, supplies, equipment, or
locations to the project work.
 Project Team Assignments
 Assign the project team to their
roles and responsibilities
 Resource Calendars
 Shows working shifts for
resources. Shows availability.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Team
 Process of improving
abilities, team member
communication, and the
overall team atmosphere.
 Critical factor for the
project success
 Focuses on building a
sense of team and
improving its performance
 PM primary responsible
Binging together multiple
personalities into one
working group
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Team
 Tuckman’s Ladder, (Five
Stages)
 Forming
 People getting to know
one another
 Storming
 Speaking about issues on
the project
 Norming
 Coming to a solution to
issues
 Performing
 Doing the work
 Adjourning
 Team is release
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Team - ITTO
INPUTS
Project Management Plan
Project Documents
Enterprise Environmental
Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Colocation
Virtual Teams
Communication Technology
Interpersonal and Team Skills
Recognition and Rewards
Training
Individual and Team Assessments
Meetings
OUTPUTS
Team Performance Assessments
Change Requests
Project Management Plan Updates
Project Documents Updates
Enterprise Environmental Factors
Updates
Organizational Process Assets
Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Team - Tools
 Co-Location (Tight Matrix)
 Moving the entire team into one
physical location, War room
 Maybe temporary or long term
 Virtual teams
 Communications Technology
 The way the team communicates,
Email, phone, fax, text messages
 Interpersonal and Team Skills, (Soft
Skills)
 Anticipating the team needs,
acknowledging their concerns
 Conflict Management
 Influencing
 Motivation
 Negotiations
 Team building
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Team - Tools
 Training
 Ensuring all team members
get required training for the
project
 Meetings
 Individual and Team
Assessments
 Individual’s strengths and
weaknesses
 How does the team makes
decisions, resolves conflicts,
communicates, a builds trust
with each other
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Team - Tools
 Recognition and Rewards
 Rewarding good behavior, Only
desirable behavior should be
rewarded, used to increase morale
 Maslow’s hierarchy of needs
1. Physiological: The necessities to live:
air, water, food, clothing, and shelter.
2. Safety: People need safety and
security; this can include stability in
life, work, and culture.
3. Social: People are social creatures and
need love, approval, and friends.
4. Esteem: People strive for the respect,
appreciation, and approval of others.
5. Self-actualization: At the pinnacle of
needs, people seek personal growth,
knowledge, and fulfillment.
Self-
Actualization
Esteem
Social
Safety
Physiological
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Team - Tools
 Herzberg’s Theory of Motivation
 Hygiene agents (What factors influence
satisfaction at work) are expected by and
can only demotivate if they are not present.
Motivating agents provide opportunity to
exceed, and advance.
 McGregor’s Theory X and Y
 Theory X- is bad. These people need to be
watched all the time, micromanaged, and
distrusted, people avoid work,
responsibility, and have no ability to
achieve.
 Theory Y is good. These people are self-
led, motivated, and can accomplish new
tasks proactively.
 Theory Z
 Increased Loyalty at the workplace. Theory
emphasizes the well-being of the
employees, both at work and outside of
work, it encourages steady employment
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Team - Tools
 Expectancy Theory
 People behave based on what
they expect as a result of their
behavior.
 McClelland 3 need theory
 Achievement
 Power
 Affiliation
 Forms of Power
 Reward Power - Ability to give
rewards
 Expert Power - SME
 Legitimate(formal power)
 Referent- Respect /Personality of
the Manger
 Punishment- Punish associates
when they fail (least desirable)
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Develop Team - Outputs
 Team Performance
Assessments
 Evaluation of the team
 Task-oriented or result-
oriented
 Improve team members skills
 Reduce staff turn over rate
 Increase team members
cohesiveness
 Additional training,
mentoring, coaching
assistance needed?
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Team
 Manage Team is the process
of tracing team member
performance, providing
feedback, resolving issues,
and managing team
changes.
 Team management involves
a combination of skills with
special emphasis on
communication, conflict
management, negotiation,
and leadership.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Team - ITTO
INPUTS
Project Management Plan
Project Documents
Work Performance Reports
Team Performance Assessments
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Interpersonal and Team Skills
Project Management Information
System
OUTPUTS
Change Requests
Project Management Plan Updates
Project Documents Updates
Enterprise Environmental Factors
Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Team - Tools
 Project Management Information System
(PMIS)
 Interpersonal and Team Skills
 Conflict Management
 Sources of Conflict
 Greatest project conflict occurs between
project managers and functional managers.
Disagreements over schedules, priorities, and
resources.
Conflict
Resolution
Quick Example
Problem
Solving
(confronting)
Let’s put our heads together, study the problem and
find the best solution. Win-Win
Forcing
Bob’s got priority here, so we’ll go with his opinion
on the solution. Win-Lose
Compromising
Let’s take a little of both sides of the arguments and
create a mixed solution. Lose-Lose
Smoothing
It’s really not that big of a problem. Can be
considered a Lose-Lose
Withdrawal
I’m leaving. Do whatever solution works. The conflict
is not resolved and it is considered a Yield-Lose
solution
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Team - Tools
 Interpersonal and Team Skills
 Steps to follow:
 Define the cause of the problem (not just the
symptoms).
 Analyze the problem (cause-and-effect
diagram).
 Identify solutions.
 Implement the selected solution.
 Review the solution.
 Confirm that the solution solved the problem.
 Emotional Intelligence
 Manage the personal emotions of oneself, other
people and groups.
 Leadership
 Drive the project vision, and inspire high quality
work
 Influencing
 Excellent listening skills, being able to articulate
key details and positions
 Reach agreements
 Effective Decision Making
 Manage risk, develop team creativity, focus on
project goals and milestones, analyze all project
information
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Team - Output
 Change Request
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Communication
 Ensuring timely and suitable
gathering, creation,
distribution, storage,
retrieval, management, and
monitoring, of project
communications
 Follow the communication
management plan
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Communications -
ITTO
INPUTS
Project Management Plan
Project Documents
Enterprise Environmental
Factors
Organizational Process
Assets
TOOLS AND TECHNIQUES
Communication Technology
Communication Methods
Communication Skills
Project Management Information
Systems
Project Reporting
Interpersonal and Team Skills
Meetings
OUTPUTS
Project Communications
Project Management Plan Updates
Project Documents Updates
Organizational Process Assets
Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Communication -
Tools
 Communication Technology
 Communication Methods
 Communication Skills
 Communication competence
 Feedback
 Nonverbal
 Presentations
 Project Reporting
 Collecting and distributing
project information
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Communication -
Tools
 Interpersonal and Team
Skills
 Active Listening
 Conflict Management
 Cultural Awareness
 Meeting Management
 Agendas
 Stay on Topic
 Minutes
 Networking
 Political Awareness
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Communication -
Output
 Project Communications
 Performance reports,
deliverables status,
baseline reporting
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Implement Risk Responses
 Executes risk response
plans when risk has taken
place
 Minimizes the project
threats and maximizes the
project opportunities
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Implement Risk Responses -
ITTO
Inputs
Project Management Plan
Project Documents
Organizational process assets
TOOLS AND TECHNIQUES
Expert Judgment
Interpersonal and Team Skills
Influencing
Project Management Information
System
OUTPUTS
Change Requests
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Conduct Procurements
 The process of obtaining a
seller response, selecting a
seller, and awarding a
contract.
 It selects a qualified seller
and implements the legal
agreement for delivery.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Conduct Procurements - ITTO
INPUTS
Project Management Plan
Project Documents
Procurement Documentation
Seller Proposals
Enterprise Environmental Factors
Organizational Process Assets
TOOLS & TECHNIQUES
Expert Judgment
Advertising
Bidder Conferences
Data Analysis
Interpersonal and Team Skills
OUTPUTS
Selected Sellers
Agreements
Change Requests
Project Management Plan Updates
Project Documents Updates
Organizational Process Assets Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Conduct Procurements -
Inputs
 Procurement Documentation
 Bid Documents
 Procurement Statement of Work
 Independent Cost Estimates
 Source Selection Criteria
 Seller Proposals
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Conduct Procurements -
Tools
 Advertising
 Some contracts may be
required to be advertised,
i.e. Government
 Bidder Conference
(Contractor, Vendor, or Pre-
bid conferences)
 Meeting between buyer
and sellers
 Data Analysis
 Proposal evaluation
 Interpersonal and Team
Skills
 Negotiations
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Conduct Procurements -
Outputs
 Selected Sellers
 Agreements
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Stakeholder
Engagement
 Communicating and working
with stakeholders to meet
their needs and expectations
 Addressing issues, and get
them involve
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Stakeholder
Engagement - ITTO
INPUTS
Project Management Plan
Project Documents
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Communication Skills
Feedback
Interpersonal and Team Skills
Ground Rules
Meetings
OUTPUTS
Change Requests
Project Management Plan Updates
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Stakeholder
Engagement - Tools
 Grounds rules
 Defined in the team
charter for team
members and
stakeholders
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Manage Stakeholder
Engagement - Output
 Change Requests
Project Management Process Groups
Initiating Planning Executing
Monitoring &
Controlling Closing
Develop Project Charter
Identify Stakeholders
Develop Project Management Plan
Plan Scope Management
Collect Requirements
Define Scope
Create WBS
Plan Schedule Management
Define Activities
Sequence Activities
Estimate Activity Durations
Develop Schedule
Plan Cost Management
Estimate Costs
Determine Budget
Plan Quality Management
Plan Resource Management
Estimate Activity Resources
Plan Communications Management
Plan Risk Management
Identify Risks
Perform Qualitative Risk Analysis
Perform Quantitative Risk Analysis
Plan Risk Responses
Plan Procurement Management
Plan Stakeholder Engagement
Direct and Manage Project Work
Manage Project Knowledge
Manage Quality
Acquire Resources
Develop Team
Manage Team
Manage Communications
Implement Risk Responses
Conduct Procurements
Manage Stakeholder Engagement
Monitor and Control Project Work
Perform Integrated Change Control
Validate Scope
Control Scope
Control Schedule
Control Costs
Control Quality
Control Resources
Monitor Communications
Monitor Risks
Control Procurements
Monitor Stakeholder Engagement
Close Project or Phase
PROCESS GROUPS & KNOWLEDGE AREAS TABLE
Page 22, PMI Process Group:
A Practice Guide
Monitor and Control
Project Management Process Groups
Initiating Planning Executing
Monitoring &
Controlling Closing
Develop Project Charter
Identify Stakeholders
Develop Project Management Plan
Plan Scope Management
Collect Requirements
Define Scope
Create WBS
Plan Schedule Management
Define Activities
Sequence Activities
Estimate Activity Durations
Develop Schedule
Plan Cost Management
Estimate Costs
Determine Budget
Plan Quality Management
Plan Resource Management
Estimate Activity Resources
Plan Communications Management
Plan Risk Management
Identify Risks
Perform Qualitative Risk Analysis
Perform Quantitative Risk Analysis
Plan Risk Responses
Plan Procurement Management
Plan Stakeholder Engagement
Direct and Manage Project Work
Manage Project Knowledge
Manage Quality
Acquire Resources
Develop Team
Manage Team
Manage Communications
Implement Risk Responses
Conduct Procurements
Manage Stakeholder Engagement
Monitor and Control Project Work
Perform Integrated Change Control
Validate Scope
Control Scope
Control Schedule
Control Costs
Control Quality
Control Resources
Monitor Communications
Monitor Risks
Control Procurements
Monitor Stakeholder Engagement
Close Project or Phase
PROCESS GROUPS & KNOWLEDGE AREAS TABLE
Page 22, PMI Process Group:
A Practice Guide
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Monitor and Control Project
Work
 Process of tracking, reviewing,
and recording the progress to
meet the performance defined in
the PM Plan.
 Ensures that the plan is working,
identifies any areas in which
changes to the plan are required,
and initiates the corresponding
changes
 Takes all the Work Performance
Information and creates the
Work Performance Reports.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Monitor and Control Project
Work - ITTO
INPUTS
Project Management Plan
Project Documents
Work Performance Information
Agreements
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Data Analysis
Decision making
Meetings
OUTPUTS
Work Performance Reports
Change Requests
Project Management Plan Updates
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Monitor and Control Project
Work - Inputs
 Work Performance
Information
 Status of the deliverables,
project forecasts, status of
change request
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Monitor and Control Project
Work - Outputs
 Change request
 Work Performance Reports
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Perform Integrated Change
Control
 Review all change requests;
approving changes and managing
changes to deliverables, project
documents, and the project
management plan
 Communicating the decisions.
 Process where you assess the change’s
impact on the project
 Any Stakeholder may request a change
 Should be submitted in written form
 Change Control Board – Group
responsible for reviewing, evaluating,
approving, deferring, or rejecting
changes to the project and for
recording and communicating such
decisions.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Perform Integrated Change
Control - ITTO
INPUTS
Project Management Plan
Project Documents
Risk Report
Work Performance Reports
Change Requests
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Change Control Tools
Data Analysis
Decision making
Meetings
OUTPUTS
Approved Change Requests
Project Management Plan Updates
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Perform Integrated Change
Control
 Process for making change
1. A stakeholder needs to identifies a need
for a Change request
2. A written change request is submitted it
to the Project Manager
3. The Project Manager assess the change
and looks for any other options for the
Change Request. Looks at the impact of
the change request
4. The Change request is submitted to the
Change Control Board
5. The Change request is either approved or
rejected by the Change Control Board
6. If approved, The PM will adjust the
Project Management Plan
• Then manage the project to the new
plan
7. If it is not approved, the team goes back
to the issue and develop a new change
request, repeat step 1
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Perform Integrated Change
Control - Inputs
 Work Performance Reports
 Change requests
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Perform Integrated Change
Control - Tools
 Change Control Tools
 To manage the change
requests, status, and resulting
decisions
 Update the Stakeholders with
current information
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Perform Integrated Change
Control - Outputs
 Approved Change Requests
 Once the change control board
members approve a change
request, it will be implemented
in the Direct and Manage
Project Work process
 Project Document updates
 Change log
Project Management Process Groups
Initiating Planning Executing
Monitoring &
Controlling Closing
Develop Project Charter
Identify Stakeholders
Develop Project Management Plan
Plan Scope Management
Collect Requirements
Define Scope
Create WBS
Plan Schedule Management
Define Activities
Sequence Activities
Estimate Activity Durations
Develop Schedule
Plan Cost Management
Estimate Costs
Determine Budget
Plan Quality Management
Plan Resource Management
Estimate Activity Resources
Plan Communications Management
Plan Risk Management
Identify Risks
Perform Qualitative Risk Analysis
Perform Quantitative Risk Analysis
Plan Risk Responses
Plan Procurement Management
Plan Stakeholder Engagement
Direct and Manage Project Work
Manage Project Knowledge
Manage Quality
Acquire Resources
Develop Team
Manage Team
Manage Communications
Implement Risk Responses
Conduct Procurements
Manage Stakeholder Engagement
Monitor and Control Project Work
Perform Integrated Change Control
Validate Scope
Control Scope
Control Schedule
Control Costs
Control Quality
Control Resources
Monitor Communications
Monitor Risks
Control Procurements
Monitor Stakeholder Engagement
Close Project or Phase
PROCESS GROUPS & KNOWLEDGE AREAS TABLE
Page 22, PMI Process Group:
A Practice Guide
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Validate Scope
 Formalizing acceptance of the
completed project deliverables.
 The verified deliverables obtained
from the Control Quality process
are reviewed with the customer or
sponsor to ensure they are
completed satisfactorily and have
received formal acceptance of the
deliverables by the customer or
sponsor
 Done at the same time or
immediately after Quality Control
 Close Project or Phase may start
upon completion of this process
 Concerned with correctness of the
deliverable
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Validate Scope - ITTO
INPUTS
Project Management Plan
Project Documents
Verified Deliverables
Work Performance Data
TOOLS AND TECHNIQUES
Inspection
Decision Making
OUTPUTS
Accepted Deliverables
Work Performance Information
Change Requests
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Validate Scope - Inputs
 Verified Deliverables (Created
during the Perform Quality
Control Process)
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Validate Scope - Tools
 Inspection
 The measuring, examining,
testing and verifying to
determine whether the work
and the deliverables have met
the requirements set forth in
the Scope Baseline, and you
have successful
product/result/service
acceptance.
 It can also be called a product
review, audit, walkthrough.
 Decision Making
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Validate Scope - Outputs
 Accepted Deliverables
 Deliverables that have met the
acceptance criteria, and that have
been signed off and approved by
the sponsor or the customer.
 Change Requests
 Deliverables that have not met the
acceptance criteria, are dealt with
via Perform Integrated Change
Control process. Product rework is
necessary to repair the defect.
 Work Performance Information
 Information about Project progress
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Scope
 Process of monitoring the status
of the project and product
scope and managing changes to
the scope baseline.
 The uncontrolled expansion to
product or project scope
without adjustments to time,
cost, and resources is referred to
as scope creep.
 Determines if a scope change
has happened.
 When changes are made and
approved, the project baselines
will need to be adjusted to
reflect these changes
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Scope - ITTO
INPUTS
Project Management Plan
Project Documents
Work Performance Data
Organizational Process Assets
TOOLS & TECHNIQUES
Data Analysis
OUTPUTS
Work Performance Information
Change Requests
Project Management Plan Updates
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Scope Control - Tools
 Data Analysis
 Variance Analysis
 Determining whether work being
perform has a degree of variance
as it relates to the scope baseline
 What is the cause of the variance,
how extensive is the variance
 Is corrective/preventative action
required
 Trend Analysis
 Performance of the scope over
time
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Scope Control -
Outputs
 Work Performance
Information
 Planned vs. actual
performance
 Change Requests
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Schedule
 Monitoring the status of the
project to update the project
schedule and managing changes
to the schedule baseline.
 The schedule baseline is
maintained throughout the
project.
 Compare the work results to the
plan to see if they line up
 What is the status of the project,
how did it reach this point?
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Schedule - ITTO
INPUTS
Project Management Plan
Project Documents
Work Performance Data
Organizational Process Assets
TOOLS AND TECHNIQUES
Data Analysis
Critical Path Method
Project Management Information
System
Resource Optimization
Leads and Lags
Schedule Compression
OUTPUTS
Work Performance Information
Schedule Forecasts
Change Requests
Project Management Plan Update
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Schedule - Tools
 Data Analysis
 Performance Reviews
 Measuring actual start/finish dates
vs. planned start/finish dates
 If negative variance is in place, is
the project in jeopardy
 Earned Value Analysis
 Performance Reviews
 What-If Scenarios
 PMIS
 Critical Path Method
 Resource Optimization Techniques
 Leads and Lags
 Schedule Compression, (Fast Track
or Crash)
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Schedule - Output
 Work Performance information
 Schedule Forecast
 Based on Past performance
and expected future
performance
 Change Requests
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Costs
 Monitoring the status of the project to
update the project costs and managing
changes to the cost baseline.
 Primarily Concern with cost variance
 Any increase to the authorized budget
can only be approved through the
Perform Integrated Change Control
process
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Cost - ITTO
INPUTS
Project Management Plan
Project Documents
Project Funding Requirements
Work Performance Data
Organizational Process Assets
TOOLS & TECHNIQUES
Expert Judgment
Data Analysis
To-Complete Performance Index
Project Management Information System
OUTPUTS
Work Performance Information
Cost Forecasts
Change Requests
Project Management Plan Updates
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Costs - Tools
 Data Analysis(Formulas to be
covered in EVM Section)
 Earned Value Analysis
 Variance Analysis
 Trend Analysis
 Reserve Analysis
 To-Complete Performance
Index (TCPI)
 Formula to be covered in
EVM Section.
 PMIS
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Costs Continue -
Outputs
 Work Performance Information
 Costs Forecasts
 Uses the EAC (Estimate at
Completion) EVM formula.
 Change requests
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Quality
 Assess performance and ensure the
project outputs are complete,
correct, and meet customer
expectations.
 Verifying that project deliverables
and work meet the requirements
specified by key stakeholders for
final acceptance.
 Each deliverable is inspected,
measured, and tested
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Quality - ITTO
INPUTS
Project Management Plan
Project Documents
Approved Change Requests
Deliverables
Work Performance Data
Enterprise Environmental Factors
Organizational Process Assets
TOOLS & TECHNIQUES
Data Gathering
Data Analysis
Inspection
Testing/Product Evaluations
Data Representation
Meetings
OUTPUTS
Quality Control Measurements
Verified Deliverables
Work Performance Information
Change Requests
Project Management Plan Updates
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Quality - Input
 Project Management Plan
 Quality Management Plan
 Work Performance Data
 Approved Change Requests
 Deliverables
 Output from direct and
manage project work
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Quality - Tools
 Data Gathering
 Checklists - ensures that all
components of the
deliverables are checked
correctly
 Check sheets - used to
keep a running total or tally
 Statistical Sampling
 Questionnaires and Surveys
 Inspection
 Inspections are often
referred to as audits, walk-
throughs or peer reviews.
Used to validate defect
repairs
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Quality - Tools
 Testing/Product Evaluations
 Before the project team or
manager can verify that a
deliverable has met all its
quality requirements they
would have to test these
deliverables extensively. E.g.
Unit testing, integration
testing.
 Data Representation
 Cause and Effect Diagrams
 Scatter Diagrams
 Histogram
 Pareto Diagrams
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Quality - Tools
 Data Representation
 Control Chart
 will tell if a process is in
“control”
 identify the rule of seven
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Quality - Output
 Quality Control Measurements
 The results of the activities done in
the control quality processes to
determine if the quality standards
or policies were met
 Verified Deliverables
 An input to Validate Scope
 Needed for formal acceptance
 Work Performance Information
 Change Requests
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Resources
 How to correctly manage
the physical resources on
the project as the project is
progressing
 This process does not look
at the HR resources which
was covered in the previous
process (manage team).
 project manager will have
to ensure that the physical
resources are being used
correctly and efficiently
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Resources
INPUTS
Project Management Plan
Project Documents
Work Performance Data
Agreements
Organizational Process Assets
TOOLS AND TECHNIQUES
Data Analysis
Problem Solving
Interpersonal and Team Skills
Project Management Information
System
OUTPUTS
Work Performance Information
Change Requests
Project Management Plan Updates
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Monitor Communication
 Ensuring the
communications
requirements of the project
and its stakeholders are met.
 Ensures that the
communications
management plan is being
followed
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Monitor Communication -
ITTO
INPUTS
Project Management Plan
Project Documents
Work Performance Data
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Expert Judgment
Project Management Information Systems
Data Analysis
Interpersonal and Team Skills
Meetings
OUTPUTS
Work Performance Information
Change Requests
Project Management Plan Updates
Project Documents Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Monitor Risks
 Monitoring the
implementation risk
response plans
 Tracking identified risks
to see if they change
 Identifying and analyzing
new risks
 Evaluating risk process
effectiveness throughout
the project.
 24/7/365
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Monitor Risks - ITTO
INPUTS
Project Management Plan
Project Documents
Work Performance Data
Work Performance Reports
TOOLS AND TECHNIQUES
Data Analysis
Audits
Meetings
OUTPUTS
Work Performance Information
Change Requests
Project Management Plan Updates
Project Documents Updates
Organizational Process Assets Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Procurements
 The process of managing
procurement relationships;
monitoring contract
performance and making
changes and corrections as
appropriate; and closing out
contracts.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Procurements –
ITTO’s
INPUTS
Project Management Plan
Project Documents
Agreements
Procurement Documentation
Approved Change Requests
Work Performance Data
Enterprise Environmental Factors
Organizational Process Assets
TOOLS & TECHNIQUES
Expert Judgment
Claims Administration
Data Analysis
Inspection
Audits
OUTPUT
Closed Procurements
Work Performance Information
Procurement Documentation Updates
Change Requests
Project Management Plan Updates
Project Documents Updates
Organizational Process Assets Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Procurements –Tools
 Inspections
 Audits
 Claims Administration
 How disputed changes can
be settled when the buyer
and the seller can not
reach and understanding
 Negotiation is the
preferred method
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Control Procurements -
Outputs
 Closed Procurements
 The buyer, usually through
its authorized procurement
administrator, provides the
seller with formal written
notice that the contract has
been completed.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Monitor Stakeholder
Engagement
 Monitoring stakeholder
relationships
 Engaging stakeholders
through modification of
engagement strategies and
plans.
 Increases the efficiency and
effectiveness of stakeholder
engagement
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Monitor Stakeholder
Engagement - ITTO
INPUTS
Project Management Plan
Project Documents
Work Performance Data
Enterprise Environmental Factors
Organizational Process Assets
TOOLS AND TECHNIQUES
Data Analysis
Decision Making
Data Representation
Communication Skills
Interpersonal and Team Skills
Meetings
OUTPUTS
Work Performance Information
Change Requests
Project Management Plan Updates
Project Documents Updates
Close Project or Phase
Project Management Process Groups
Initiating Planning Executing
Monitoring &
Controlling Closing
Develop Project Charter
Identify Stakeholders
Develop Project Management Plan
Plan Scope Management
Collect Requirements
Define Scope
Create WBS
Plan Schedule Management
Define Activities
Sequence Activities
Estimate Activity Durations
Develop Schedule
Plan Cost Management
Estimate Costs
Determine Budget
Plan Quality Management
Plan Resource Management
Estimate Activity Resources
Plan Communications Management
Plan Risk Management
Identify Risks
Perform Qualitative Risk Analysis
Perform Quantitative Risk Analysis
Plan Risk Responses
Plan Procurement Management
Plan Stakeholder Engagement
Direct and Manage Project Work
Manage Project Knowledge
Manage Quality
Acquire Resources
Develop Team
Manage Team
Manage Communications
Implement Risk Responses
Conduct Procurements
Manage Stakeholder Engagement
Monitor and Control Project Work
Perform Integrated Change Control
Validate Scope
Control Scope
Control Schedule
Control Costs
Control Quality
Control Resources
Monitor Communications
Monitor Risks
Control Procurements
Monitor Stakeholder Engagement
Close Project or Phase
PROCESS GROUPS & KNOWLEDGE AREAS TABLE
Page 22, PMI Process Group:
A Practice Guide
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Close Project or Phase
 Finalizing all activities for the project, phase, or
contract.
 Making certain that all documents and deliverables
are up-to-date and that all issues are resolved
 Confirming the delivery and formal acceptance of
deliverables by the customer
 Closing project accounts
 Reassigning personnel
 Confirming the formal acceptance of the seller’s
work and finalizing open claims
 Audit project success or failure
 Identify lessons learned, and archive project
information for future use by the organization.
 Transfer the project’s products, services, or results
to the next phase or to production and/or
operations
 Investigate and document the reasons for actions
taken if the project is terminated before
completion.
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Close Project or Phase - ITTO
Inputs
Project Charter
Project Management Plan
Project Documents
Accepted Deliverables
Business Documents
Agreements
Procurement Documentation
Organizational Process Assets
Tools and Techniques
Expert Judgment
Data Analysis
Meetings
Outputs
Project Documents Updates
Final Product, Services, or Result
Transition
Final Report
Organizational Process Assets Updates
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Close Project or Phase -
Inputs
 Project Management Plan
 Accepted Deliverables
Project Management Processes, ©TIA Education Group. DO NOT SHARE.
Close Project or Phase -
Outputs
 Final Product service, or
result Transition
 The transition of the deliverable
to organization.
 Final report
 A summary of what took place in
the project
 How successful was the project?
 Any variations in the Baselines

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project management information about pmp

  • 1. Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing Develop Project Charter Identify Stakeholders Develop Project Management Plan Plan Scope Management Collect Requirements Define Scope Create WBS Plan Schedule Management Define Activities Sequence Activities Estimate Activity Durations Develop Schedule Plan Cost Management Estimate Costs Determine Budget Plan Quality Management Plan Resource Management Estimate Activity Resources Plan Communications Management Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Plan Procurement Management Plan Stakeholder Engagement Direct and Manage Project Work Manage Project Knowledge Manage Quality Acquire Resources Develop Team Manage Team Manage Communications Implement Risk Responses Conduct Procurements Manage Stakeholder Engagement Monitor and Control Project Work Perform Integrated Change Control Validate Scope Control Scope Control Schedule Control Costs Control Quality Control Resources Monitor Communications Monitor Risks Control Procurements Monitor Stakeholder Engagement Close Project or Phase PROCESS GROUPS & KNOWLEDGE AREAS TABLE Page 22, PMI Process Grou A Practice Guide
  • 2. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Project Charter  The process of developing a document to formally authorize a project or a phase  Outlines the project objectives  Defines the authority of the project manager  Provides the project manager with the authority to put the resources together to project activities  The approved project charter formally initiates the project
  • 3. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Project Charter INPUTS Business Documents Agreements Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUESEXPERT JUDGMENT Expert Judgment Data Gathering Interpersonal and Team Skills Meetings OUTPUTS Project Charter Assumption Log
  • 4. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Project Charter - Inputs  Inputs  Business Documents - Contain specific information as to why a project should be initiated. There are two main documents the business case and the benefits management plan.  Business Case - Necessary information that determines whether or not the project is worth the required investment  Market Demand, Customer Request, Organizational Need, Legal requirement  Project Benefits Management Plan  Describes the main benefits that the project will produce once it is completed and how to measure the benefits. The project benefit could be the product, service, or result.  It maybe created by doing a cost-benefit analysis a project.
  • 5. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Project Charter - Inputs  Agreements  Service Level Agreements (SLA)  Letters of intent  Contract between internal and external customer  Work required to be performed for Payment
  • 6. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Project Charter - Output  Output  Project Charter  Formally authorizes the existence of the project and it assigns the Project Manager and their Authority Level  Signed by the organization Senior Management  High Level requirements & risks  Preliminary Project Budget and Schedule  Project Purpose or justification  Assumption Log  A list of things that you perceive to be true (assumptions) and things that might constrain the project.
  • 7. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Identify Stakeholders  Identifying project stakeholders regularly  Analyzing and recording relevant information regarding their interests and involvement  It enables the project team to identify the appropriate focus for engagement of each stakeholder or group of stakeholders
  • 8. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Identify Stakeholders - ITTO INPUTS Project Charter Business Documents Project Management Plan Project Documents Agreements Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Gathering Data Analysis Data Representation Meetings OUTPUTS Stakeholder Register Change Requests Project Management Plan Updates Project Documents Updates
  • 9. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Identify Stakeholders - Tools  Data Analysis  Stakeholder Analysis  analyzes who your stakeholders are and how they feel about the project  What would be the stakeholder’s role such as a team member, sponsor, or functional manger etc.?  How would the project affect them, either in a positive or negative way?  Would they be active stakeholders, such as team members who work on the deliverable, or passive, such as customers who watch the project work get done?  What is their power authority, such as sponsors who will be paying for the project
  • 10. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Identify Stakeholders - Tools  Data Representation  Stakeholder Mapping/Representation  Method to categorize stakeholders.  Power/interest grid, power/influence grid, or impact/influence grid  Stakeholder cube  A three-dimensional methodology to support the mapping of a stakeholder’s interest, power, and influence  Salience model:  Power: Level of authority  Urgency: Immediate attention  Legitimacy: How appropriate is their involvement  Directions of Influence:  Upward: Senior management  Downward: Team members  Outward: Vendors, government, public, end-users  Sideward: peers such as other project managers  Prioritization
  • 11. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Identify Stakeholders - Output  Stakeholder Register  Should contain:  Contact information  Role on the project, such as, sponsor or functional manager  Communication requirements  Expectations of the project  How are they affected by the project  Power influence level on the project  Change Requests  Project Management Plan Updates  Requirements Management Plan  Communications Management Plan  Risk Management Plan  Stakeholder Engagement Plan  Project Documents Updates  Assumption Log  Issue Log  Risk Register
  • 13. Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing Develop Project Charter Identify Stakeholders Develop Project Management Plan Plan Scope Management Collect Requirements Define Scope Create WBS Plan Schedule Management Define Activities Sequence Activities Estimate Activity Durations Develop Schedule Plan Cost Management Estimate Costs Determine Budget Plan Quality Management Plan Resource Management Estimate Activity Resources Plan Communications Management Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Plan Procurement Management Plan Stakeholder Engagement Direct and Manage Project Work Manage Project Knowledge Manage Quality Acquire Resources Develop Team Manage Team Manage Communications Implement Risk Responses Conduct Procurements Manage Stakeholder Engagement Monitor and Control Project Work Perform Integrated Change Control Validate Scope Control Scope Control Schedule Control Costs Control Quality Control Resources Monitor Communications Monitor Risks Control Procurements Monitor Stakeholder Engagement Close Project or Phase PROCESS GROUPS & KNOWLEDGE AREAS TABLE Page 22, PMI Process Group: A Practice Guide
  • 14. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Project Management Plan  Process of defining, preparing, and coordinating all plan components and consolidating them into an integrated project management plan  Comprehensive document that outlines the basis of all project work and how the work will be performed  Either summary or detailed  Contains baselines and plans
  • 15. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Project Management Plan INPUTS Project Charter Outputs from other Processes Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Gathering Interpersonal and Team Skills Meetings OUTPUTS Project Management Plan
  • 16. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Project Management Plan - Outputs  Outputs  Project Management Plan  Outlines how the project is executed, monitored and controlled, and closed.  4 Baselines  Scope, Schedule, Cost, Performance Measurement  14 Subsidiary plans  Approved by either the Project Manager, Sponsor, Functional Manager, Program Manager, or in rare instances Senior Management  Provides Guidance on project execution  Formal Written piece of communication  Only changed when a change request is generated and approved by the change control board
  • 17. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Project Management Plan - Outputs Project Plan Process where made Scope Management Plan Plan Scope Management Requirement Management Plan Plan Scope Management Schedule Management Plan Plan Schedule Management Cost Management Plan Plan Cost Management Quality Management Plan Plan Quality Management Resource Management Plan Plan Resource Management Communication Management Plan Plan Communications Management Risk Management Plan Plan Risk Management Procurement Management Plan Plan Procurement Management Stakeholder Management Plan Plan Stakeholder Management Change Management Plan Develop Project Management Plan Configuration Management Plan Develop Project Management Plan Scope Baseline Create WBS Schedule Baseline Develop Schedule Cost Baseline Determine Budget Performance Measurement Baseline Develop Project Management Plan Project Life Cycle Description Develop Project Management Plan Development Approach Develop Project Management Plan
  • 18. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Scope Management  Process of creating a scope management plan that documents how the project and product scope will be defined, validated, and controlled.  Guidance and direction on how scope will be managed throughout the project
  • 19. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Scope Terms  Product Scope - features and functions that characterize a product, service, or result  Project Scope - the work that is needed to be accomplished to deliver a product, service, or result with specified features and functions.  Prevent Gold Plating, which is doing extra work not in the scope.  Prevent Scope creep, which are unauthorized work added to the scope.
  • 20. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Scope Management - ITTO INPUTS Project Charter Project Management Plan Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Analysis Meetings OUTPUTS Scope Management Plan Requirements Management Plan
  • 21. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Scope Management - Output  Scope Management Plan  How the scope will be defined, developed, monitored, controlled and verified  Process for preparing & maintaining Scope Statement, WBS  How changes request to the scope statement will be process  Requirement Management Plan  How the requirements will be analyzed, documented and managed.  Traceability structure to reflect which requirements need to be captured on the traceability matrix
  • 22. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Collect Requirements  Process of determining, documenting, and managing stakeholder needs and requirements to meet objectives.  Process plays a significant role in the success of the overall project since project schedule, budget, risk factors, quality specifications, and resource planning are closely linked to the requirements
  • 23. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Collect Requirements - ITTO INPUTS Project Charter Project Management Plan Project Documents Business Documents Agreements Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Gathering Data Analysis Decision Making Data Representation Interpersonal and Team Skills Context Diagram Prototypes OUTPUTS Requirements Documentation Requirements Traceability Matrix
  • 24. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Collect Requirements - Tools  Data Gathering  Benchmarking  Data Analysis  Analyzing documents, agreements, policies, proposals, or business plans
  • 25. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Collect Requirements - Tools  Data Representation  Idea / Mind Mapping - Ideas gather through brainstorming are map together to discover new considerations and conception variations  Affinity Diagram - Large ideas that are grouped and sorted together for further review and analysis. Mind Mapper for Brainstorm https://www.mindvectorweb.com/blog/mind- mapping-for-brainstorming/ Richa Shaily, Oct 1, 2016 Affinity Diagram https://en.wikipedia.org/wiki/Affinity_diagram Wikipedia, Oct 15, 2009
  • 26. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Collect Requirements - Tools  Interpersonal and Team Skills  Observations/Conversations-Job shadowing, viewing personalities in their environment and work place. Recording how jobs, chores and tasks are executed.  Context Diagrams  Used to visually show how a business process, other systems, and people interact.  Prototypes  A working model of a product that stakeholders can interact with and provide feedback how they might want to change it to better meet their requirements. This gives the stakeholders a great view and feel of what the final product will be when the project is finished.
  • 27. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Collect Requirements – Outputs  Requirement Documentation  How individual requirements are to be performed and why each requirement is important to the project.  Components may include:  Stakeholder and business requirements  Acceptance criteria  Quality requirements  Project objectives  Organizational impacts  Legal or ethical compliance  Requirements assumptions and constraints
  • 28. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Collect Requirements Outputs  Requirement Traceability Matrix  Once a requirement is created, a table is created that will link the requirement back to it source. This is used to help manage changes to the project scope.  The table is created to track, but not limited to:  Who is the original stakeholder that provided the requirement  Why was the requirement added  Description of the requirement  Current status of the requirement, completed, in progress, delayed, cancelled, etc…
  • 29. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Define Scope  Developing a detailed description of the project and product.  A detailed project scope statement is critical to project success and builds upon the major deliverables, assumptions, and constraints that are documented during project initiation.
  • 30. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Define Scope - ITTO Inputs Project Charter Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets Tools & Techniques Expert Judgment Data Analysis Decision Making Interpersonal and Team Skills Product Analysis Outputs Project Scope Statement Project Documents Updates
  • 31. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Define Scope - Tools  Product Analysis  Detailed understanding of the project’s product, service, or result, with the commitment to improve the team’s focus, it’s knowledge base, the correct interpretation of requirements,  Some tools used are  Product breakdown  System analysis  System requirements
  • 32. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Define Scope Outputs  Project Scope Statement  Describes in detail the project deliverables, and the work that is required to produce those deliverables. The greater the detail level of the scope allows the team the better understanding on how to reach the end state of the project successfully. The less detail of the scope statement creates a great chance of project risk, as well as offering the possibility of greater scope creep.  Details should include, but not limited to:  Product description, Goals of the project  Identified risks  Project/Product acceptance criteria  Project constraints/exclusions
  • 33. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Create WBS (Work Breakdown Structure)  Subdividing project deliverables and project work into smaller, more manageable components.  Breakdown of the project deliverables from the scope statement
  • 34. Project Management Processes, ©TIA Education Group. DO NOT SHARE. WBS Example 1.0 Phone System Upgrade 1.1 Collect Requirements 1.1.1 List All Stakeholders 1.1.2 Interview Stakeholders 1.1.3 Create Requirements Documentation 1.2 Select Phone System 1.2.1 Reseach Avilable Systems 1.2.2 Demo Systems 1.2.3 Purchase System 1.3 Install System 1.3.1 Configure Server Software 1.3.2 Configure Network Components 1.3.3 Install New Phones On Desk 1.3.4 Configure Individual Phones 1.4 Test System 1.4.1 Test Server Configurations 1.4.2 Test Network Configurations 1.4.3 Test Individual Phones 1.4.4 User Acceptance Testing 1.5 Train Users 1.5.1 Create Training Course Material 1.5.2 Conduct Training Sessions
  • 35. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Create WBS - ITTO INPUTS Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS & TECHNIQUES Decomposition Expert Judgment OUTPUTS Scope Baseline Project Documents Updates
  • 36. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Create WBS - Input  Project Management Plan  Scope Management Plan  Project Documents  Project Scope Statement  Requirement Documentation  Enterprise Environmental Factors  Organizational Process Assets
  • 37. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Create WBS - Tools  Expert Judgment  Decomposition  It comprises of breaking down each of the project deliverables into smaller components. The basic work package should be able to estimated its basic time, cost and effort.
  • 38. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Create WBS - Outputs  Scope Baseline (3 Components)  Project Scope Statement  WBS  WBS Dictionary  Project Documents Updates  Assumption Log  Requirements Documentation
  • 39. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Create WBS  WBS  It is essential to the success of the project, if it is not in the WBS, it is not part of the project  Defines responsibilities of the team  A communication tool  It is created by the PM, SME’s, the Project team, and it a great tool for team building  A deliverable-oriented ranked decomposition of the work to be executed by the project team.  Each node must have a unique identifying number. This is used to help locate and arrange each node. They can not be any gaps and any overlap of work packages. Nothing is eliminated and nothing is duplicated.
  • 40. Project Management Processes, ©TIA Education Group. DO NOT SHARE. WBS Example Project Name Control Account Work Package Work Package Work Package Control Account Work Package Work Package Work Package Control Account Work Package Work Package Work Package
  • 41. Project Management Processes, ©TIA Education Group. DO NOT SHARE. WBS Example 1.0 Phone System Upgrade 1.1 Collect Requirements 1.1.1 List All Stakeholders 1.1.2 Interview Stakeholders 1.1.3 Create Requirements Documentation 1.2 Select Phone System 1.2.1 Reseach Avilable Systems 1.2.2 Demo Systems 1.2.3 Purchase System 1.3 Install System 1.3.1 Configure Server Software 1.3.2 Configure Network Components 1.3.3 Install New Phones On Desk 1.3.4 Configure Individual Phones 1.4 Test System 1.4.1 Test Server Configurations 1.4.2 Test Network Configurations 1.4.3 Test Individual Phones 1.4.4 User Acceptance Testing 1.5 Train Users 1.5.1 Create Training Course Material 1.5.2 Conduct Training Sessions
  • 42. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Create WBS Continued  WBS Dictionary  A document that details the contents of the WBS  It provides detailed information on each node of the WBS  It captures additional qualities about each Work Package in a separate document  It should include team member assigned to it, time estimate, cost estimate, account information, work package ID, quality requirements, contract information, Scheduled Milestone, plus detail overall of the task at hand
  • 43. Project Management Processes, ©TIA Education Group. DO NOT SHARE. WBS Dictionary Project Name: Phone System Upgrade Work Package ID: 1.3.1 Work Package Name: Configure Server Software Work Package Description: Install a new virtual server. Install the phone server software. Configure the software to support 100 phones and voice mail to email. Ensure all updates are applied to the operating system before installing the phone system software. Assigned to: Bob Peterson Duration: 5 days Date Assigned: 12/30/2017 Due Date: 1/30/2018 Estimated Cost: $5,000 Account Code: PSU-882.3
  • 44. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Schedule Management  Establishing the policies, procedures, and documentation for planning, developing, managing, executing, and controlling the project schedule.  Provides guidance and direction on how the project schedule will be managed throughout the project.
  • 45. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Schedule Management INPUTS Organizational Process Assets INPUTS Project Charter Project Management Plan Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Analysis Meetings OUTPUTS Schedule Management Plan
  • 46. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Schedule Management - Outputs  Schedule Management Plan  how the project schedule will be planned, developed, managed, executed, and controlled throughout the phase or project  It may establish the following:  Levels of Accuracy  Rules of Performance Measurement  Reporting formats  Release and Iteration Length  Project Schedule Model Development
  • 47. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Define Activities  Process of identifying and documenting the specific actions to be performed to produce the project deliverables.  Decomposes work packages into schedule activities that provide a basis for estimating, scheduling, executing, monitoring, and controlling the project work.
  • 48. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Define Activities - ITTO INPUTS Project Management Plan Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Decomposition Rolling Wave Planning Meetings OUTPUTS Project Management Plan Updates OUTPUTS Activity List Activity Attributes Milestone List Change Requests Project Management Plan Updates
  • 49. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Define Activities - Tools  Decomposition  Rolling Wave Planning  A form of Progressive Elaboration. Near term work packages are able to be defined in a much great detail. Long term work packages may not be able to be defined in any detail, a place holder maybe created for later date.  As the project moves along to completion, long term place holders will be removed and then allowed to be decomposed into work packages as more details become available.  This planning must always be revisited throughout the life cycle of the project when long term work pages can not be clearly define
  • 50. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Define Activities - Tools Configur e routers Configur e switches Configur e firewalls Configur e Access points Configur e IDS 1.3.2 Configure Network Components Activities Work Package
  • 51. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Define Activities - Outputs  Activity List  A complete list of all scheduled activities that is required to be perform on the project.  It should include a sufficient work description as well as an activity identifier. This is recommended so all stakeholders have better understanding of all work that is needed to be perform on the project  Work packages are Scope determined deliverable based,  Activity are focused in the work that needs to be executed the work packages  Schedule focused, not WBS focused  Each activity should map back to one and only one work package(work package could have many activities
  • 52. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Define Activities - Outputs  Activity Attributes  Any additional information required to execute the Activity list  Point of contact, location of work being performed  Used for scheduling development  Milestone List  Key dates of the projects  Mandatory, optional, contractual, % complete
  • 53. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Sequence Activities  Is the process of identifying and documenting relationships among the project activities.  It defines the logical sequence of work to obtain the greatest efficiency given all project constraints.  Taking the activity list defined earlier and arranging the activities in the order they must be performed  Sequencing can be performed by using project management software or by using manual or automated techniques.
  • 54. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Sequence Activities INPUTS Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Precedence Diagramming Method Dependency Determination and Integration Leads and Lags Project Management Information System OUTPUTS Project Schedule Network Diagrams Project Documents Updates
  • 55. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Sequence Activities - Tools  Precedence Diagramming Method, (PDM)  Graphical representation of all work that is needed to be perform on the project. This represents the flow of the project. What work packages tie into another work packages, in order as well as durations. Simply stated it is work packages relationships to each other. A C B D
  • 56. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Sequence Activities - Tools  Relationships  Finish to Start (The most commonly used )  The start of the successor’s work package depends upon the completion of its predecessor work package  Finish to Finish  The completion of the successor work package depends on the completion of the predecessor work package  Start to Start  The start of the successor’s work package depends upon the start of its predecessor work package  Start to Finish  The completion of the successor work package depends upon the start of its predecessor work package
  • 57. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Sequence Activities - Tools  Dependency Determination  Mandatory Dependencies (Hard Logic)  They are tangible limitations of work packages that are tie together. One work package MUST be completed prior to the subsequent work package beginning.  Foundation of the house erected prior to the house being built  Turning on the computer prior to writing code  Purchasing the paint prior to painting the walls  Discretionary Dependencies (Soft Logic)  Work packages that are tied together, but do not have physical limitations. Work packages may work in unison or tandem.  Painting the walls of a room, &laying carpet at the same time  Cooking both Dinner & Dessert at the same time in the oven  Designing the packing of a computer game, while it is in a finial testing stage
  • 58. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Sequence Activities - Tools  External Dependencies  Work package relationship between project and non-project activities. Non-project Activities are usually outside the control of the project team.  The gas station receiving Gas prior to you filling up the Bulldozer gas tank  The Home Improvement store down stocking the paint prior to you buying it  Internal Dependencies  Project Activities are within control of the team  How to test computer software after you installed it  Who does what tasks on a project
  • 59. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Sequence Activities - Tools  Leads and Lags  The management team during the planning of activates will determine the order of work packages upon completion. During this phase of this process, work packages leads and lags must be processed.  A lead is the amount of time a successor activity can be advanced with respect to a predecessor activity  i.e. The windows maybe scheduled to be installed in the house up to 3 weeks prior to the siding being installed.  A lag directs the delay in the successor work package or activity  i.e. The windows can not be scheduled to be installed in the house until the external walls have been installed
  • 60. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Sequence Activities - Outputs  Project Schedule Network Diagrams  These are system wide drawings which shows the entire project work packages/activities from start to finish. It shows logical relationships as well.  Project Document Updates Start C B Finis h E D A
  • 61. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Activity Durations  Estimating the number of work periods needed to complete individual activities with estimated resources.  It provides the amount of time each activity will take to complete.  It should be calculated by the individual most familiar with the nature of work in the specific activity.  Uses information from the scope of work, required resource types or skill levels, estimated resource quantities, and resource calendars.
  • 62. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Activity Durations - ITTO Inputs Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets Tools and Techniques Expert Judgment Analogous Estimating Parametric Estimating Three-Point Estimates Bottom-Up Estimating Data Analysis Decision Making Meeting Outputs 1.Duration Estimates 2.Basis of Estimates 3.Project Documents Updates
  • 63. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Activity Durations - Tools  Analogous Estimating(top-down estimating)  This relies on historical information to predict estimates, (i.e. Time, Budget, Difficulty), for current projects. Often used when there is limited amount of information available. Cost less in Time and Money to uses, but it gives the least accuracy when it comes to estimating.
  • 64. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Activity Durations - Tools  Parametric  A technique that uses a statistical relationship between historical data and other variables (for example, square footage in construction, lines of code in software development) to calculate an estimate for activity parameters, such as scope, cost, budget, and duration.  Three Point Estimate  Calculates an expected duration using a weighted average of 3 estimated, Optimistic, Pessimistic, Most Likely. (O+P+4M)/6.  If the Optimistic is 8 days, Pessimistic is 14 days, and Most likely is 10 days, Pert is 10.333.  ((8+14+4*10)/6)  (22+40)/6  62/6  10.33
  • 65. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Activity Durations - Tools  Bottom-Up Estimating  The work has to be very detailed for this type of estimation to take place.  Takes a very long time to complete, but highly accurate.  You break down the work to the lowest levels and then aggregating the work back up to find an overall duration.  Data Analysis  Reserve Analysis  Often call Slack Time, or Contingency Reserve, Time Reserves. Buffer  Maybe a percentage or a set determined time allowance  Usually added because of Risk Factors  Decision Making
  • 66. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Activity Durations Output  Duration Estimates  The likely number of work periods required to completed an activity or a work package. It does not have any leads or lags assigned to it. It is just a number. i.e. Painting room 6 with take at least 36 man hours, to a maximum of 42 man hours  May include some indication of the range of possible results  Basis of Estimates  How the estimates were developed and their ranges.  It can also include all assumptions and constraints made to create the estimate
  • 67. Project Management Processes, ©TIA Education Group. DO NOT SHARE. 3-Point Estimate (PERT)  PERT(Program (or Project) Evaluation and Review Technique )  Three-Point Estimate  A scheduling tool that uses a weighted average formula to predict the length of activities and the project.  Beta Distribution  Specifically, the PERT formula is (O+R(4)+P)/6 (Optimistic Estimate + (4 x Realistic) + Pessimistic Estimate) 6  Standard Deviation (P-O)/6  Triangle Distribution  The Triangle Distribution formula is (O+R+P)/3 (Optimistic Estimate + Realistic + Pessimistic Estimate) 3
  • 68. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Schedule  Analyzing activity sequences, durations, resource requirements, and schedule constraints to create a schedule model for project execution and monitoring and controlling.  It generates a schedule model with planned dates for completing project activities.  Entering the activities, durations and resources into the scheduling tool will generates a schedule with planned dates for completing the project activities.
  • 69. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Schedule - ITTO Inputs Project Management Plan Project Documents Agreements Enterprise Environmental Factors Organizational Process Assets Tools and Techniques Schedule Network Analysis Critical Path Method Resource Optimization Data Analysis Schedule Compression Project Management Information System Agile Release Planning Outputs Schedule Baseline Project Schedule Schedule Data Project Calendars Change Requests Project Management Plan Updates Project Documents Updates
  • 70. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Schedule - Tools  Schedule Network Analysis  It employs several different techniques, (Critical path, Critical Chain, What-if analysis, and resource optimization techniques) to determine the length of the schedule. It is used to calculate the early start and early finish dates, late start and late finish dates.  Resource Optimization Techniques  A method to flatten the schedule when resources are over-allocated or allocated unevenly. Resource leveling can be applied in different methods to accomplish different goals. One of the most common methods is to ensure that workers are not overextended on activities.
  • 71. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Schedule - Tools  Critical Path Method  Calculate the early start (ES), early finish (EF), late start (LS) and late finish (LF) dates, without require for any resource limitations. It is used to help determined Lags, Leads, activity relationships, schedule constraints  Critical Chain Method  A method of planning and managing projects that puts more emphasis on the resources required to execute project tasks developed
  • 72. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Schedule - Tools  Data Analysis  What If Scenarios (Monte Carlo)  Simulations  Leads and Lags  Schedule Compression  Crashing(Adding resources to a project activity)  Always adds cost  May add additional Risk  Fast Tracking( Activates performed in parallel)  May not always add cost  May increase risk due to project rework
  • 73. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Schedule - Tools  PMIS  Agile Release Planning  The schedule will be broken up into smaller iterations, verses to a traditional project where the schedule is for the entire product release. Smaller increments allows the customers an opportunity to give feedback on the product with a quicker turnaround  Iteration plan is a plan that will be used to create a single iteration for part of the product.  Release plan is a set of iterations that will help to create a product that would be given to the customers for feedback
  • 74. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Schedule - Outputs  Project Schedule  Project start and end date. Each activity start & end date. The project schedule maybe a high level document, or as detail as having each activities resourced assign to it. Most often showed as a graphically presentation.  Project Network Diagrams  Bar charts  Activities represented by horizontal bars on a horizontal axis that represents the calendar.  Milestone Chart  A list of only key dates in the project. A very high level detail of the status of the project.  Schedule Baseline  Original Schedule baseline with any approved changes to the schedule
  • 75. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Schedule - Outputs  Schedule data  Schedule templates that the team used to calculate durations, assumptions, constraints or resource requirements  Project Calendars  Identifies Project shifts and work days
  • 76. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Cost Management  Defining how the project costs will be estimated, budgeted, managed, monitored, and controlled.  It provides guidance and direction on how the project costs will be managed throughout the project.
  • 77. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Project Cost Management - Terms  Value Engineering  Aka, value analysis is finding a less costly way of doing work. It will look how to achieve a goal/scope the less costly way Cost Type Explanation Fixed Costs that stay same throughout the life of a project . I.E. bulldozer Variable Costs that vary on a project. I.E. hourly labor, fuel for bulldozer Direct Expenses billed directly to the project. I.E. materials used to construct bldg Indirect Costs that are shared & allocated among several or all projects. i.e. mgr’s salary. Sunk Costs that have been invested into or expended upon the project. Sunk costs are like spilt milk.
  • 78. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Cost Management - ITTO INPUTS Project Charter Project Management Plan Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Analysis Meetings OUTPUTS Cost Management Plan
  • 79. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Cost Management - Output  Cost Management Plan  How costs will be planned, structured and controlled  Units of measure  Level of accuracy  Reporting formats  Control thresholds
  • 80. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Costs  Developing an approximation of the cost of resources needed to complete project work.  Usually expressed in some from of currency, $, Euro, Yen, Won, etc..  Accuracy of a project estimate will increase as the project progresses through the project life cycle  Costs are estimated for all resources that will be charged to the project including but is not limited to labor, materials, equipment, services, and facilities, as well as special categories such as an inflation allowance, cost of financing, or contingency costs.
  • 81. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Cost - Types  Definitive Estimates: –5% to +10%  Budget Estimates: –10% to +25%  Rough Order of Magnitude Estimates: – 25% to +75%
  • 82. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Costs INPUTS Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Analogous Estimating Parametric Estimating Bottom-up Estimating Three-Point Estimating Data Analysis Project Management Information System Decision Making OUTPUTS Cost Estimates Basis of Estimates Project Documents Updates
  • 83. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Costs - Tools  Expert Judgment  Analogous Estimating  Top down, Pasted projects, Not very detailed  Parametric Estimating  Statistical relationships between historical data and variables  8 hour work period, lay 50 cubic feet of concrete  1 hour work period, paint 32 square feet of drywall  Bottom-up Estimating  Separate estimate for each activity and aggregated up to summary nodes on WBS  Greatest Level of specified detail  Highly accurate, labor intensive
  • 84. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Costs - Tools  Pert, Three point Estimating (Covered in Schedule Management)  Data Analysis  Reserve Analysis (Money set aside for Risk)  Cost of Quality  Failure  Internal caused, (may need to rework, scrap)  External caused, (Warranty work, Lost of business)  Leads to rework and increasing spend rate  Success  Training, proper equipment, inspections  PMIS  Decision Making
  • 85. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Costs - Output  Cost Estimates  Costs associated with each activity. This includes labor, materials, equipment, facilities, inflation, services, etc…  Basis of Estimates  Range of possible estimates  Confidence level of estimates  How estimates were developed and by whom  Project Document Updates
  • 86. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Determine Budget  Process of aggregating the estimated costs of individual activities or work packages to establish an authorized cost baseline.  It determines the cost baseline against which project performance can be monitored and controlled.
  • 87. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Determine Budget - ITTO INPUTS Project Management Plan Project Documents Business Documents Agreements Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Cost Aggregation Data Analysis Historical Information Review Funding Limit Reconciliation Financing OUTPUTS Cost Baseline Project Funding Requirements Project Documents Updates
  • 88. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Determine Budget - Tools  Cost Aggregation  Details on what each schedule activity is scheduled to cost. These will be rolled up to each parent work package to determined total cost and budgetary requirements  Data Analysis  Reserve Analysis, Possible Contingency reserves for the project  Contingency Reserves: The PM determines, manages, and controls the contingency reserves, which will address the cost impact of the remaining or known/unknown risks  Management Reserve: The management determines the funds to cover unknown/ unknown risks to the project  Designed for possible risk obstacles to the Baselines  Historical Information Review  Parametric or Analogous estimates based off historical projects  Best used when project are very similar in nature
  • 89. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Determine Budget - Tools  Funding Limit Reconciliations  Projects current run rate vs. what was planned over the life cycle of the project. Sections of the project may need to be reschedule due to budget limitations  Financing  Acquiring money for the project from an external source
  • 90. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Determine Budget Output  Cost Baseline  Includes the cost of all the activities, that are aggregated to work packages. The work packages and the contingency reserves are aggregated into control account. The sum of all control account is the cost baseline.  Typically displayed in a S-Curve graph.  The cost baseline represents the project cost, which includes the contingency reserves. The project budget is the cost baseline + management reserves.  Project Funding Requirements  What gets funded when and by how much. Is there a trigger point, Milestone point, etc..  Project Document Updates
  • 91. Project Management Processes, ©TIA Education Group. DO NOT SHARE. How To Ensure Effective Quality Management  Always cost more if the customers find the defects. Prevent defects from going to the customers  Build quality into the planning and design of a project  Build a culture in the organization that wants to produce quality work.
  • 92. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Quality Management  “The standard of something as measured against other things of a similar kind; the degree of excellence of something.”  Identifying quality requirements and/or standards for the project and its deliverables, and documenting how the project will demonstrate compliance with quality requirements and/or standards.  Guidance and direction on how quality will be managed and verified throughout the project.  Identifies what the quality specifications are for this project and how these specifications will be met
  • 93. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Quality Management INPUTS Project Charter Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS & TECHNIQUES Expert Judgment Data Gathering Data Analysis Decision Making Data Representation Test and Inspection Planning Meetings OUTPUTS Quality Management Plan Quality Metrics Project Management Plan Updates Project Documents Updates
  • 94. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Quality Management - Tools  Data Analysis  Cost Benefit Analysis  Does the activities, work packages performed cost more then the expected results. The benefits must out weigh their costs.  Cost of Quality, (COQ)  All costs incurred over the life of the product ensuring it meets quality of the product  Conformance, Prevention costs, Appraisal costs  Non-Conformance, Internal and external failure costs
  • 95. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Quality Management - Tools  Test and Inspection Planning  PM and team determine how to test or inspect the project output to ensure it meets the stakeholders needs and expectations.
  • 96. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Quality Management - Tools  Data Representation  Logical Data Model  A visual representation of the data and you can then use it to identify the best methods to sort and organize it  Matrix Diagram  The relationship between two or more groups within the project  Mind Mapping  Visually organize data  Flowcharts  A graphical representation of the process and any room for improvements Collect Requirements Determine Database Fields Organize into tables Determine Filed types Create Database Create tables
  • 97. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Quality Management - Output  Quality Management Plan  Quality standards that will be used by the project  Quality control and management activities for the project  Quality tools that will be used  How to continually improve our processes  Quality Metrics  Specifications on how quality will be measure during the control quality process. Such as, error per line of code
  • 98. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Resource Management  Describing how to estimate, acquire, manage, and use team and physical resources.  Team resources are the people working on the project to build the deliverables  Physical resources such as supplies, materials, services, facilities, and equipment will be measured, acquired, managed, and used in the project
  • 99. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Resource Management - ITTO INPUTS Project Charter Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Representation Organizational Theory Meetings OUTPUT Resource Management Plan Team Charter Project Documents Updates
  • 100. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Resource Management - Tools  Data Representation  Organization Charts and Positions Descriptions  3 Types  Hierarchical  Graphic, Top-Down Format, (similar format to the WBS)  Matrix-Based Chart  Responsibility Assignment Matrix, (RAM). RACI Charts  Text-Oriented Format  Detail description of roles, qualifications, responsibilities, etc.
  • 101. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Resource Management - Tools Proje ct Mana ger Team member Sponsor Customer Develop Project charter A I R I Define scope A R C I Create WBS C A I I Validate scope A I C R RACI Charts
  • 102. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Resource Management - Tools Project Sponsor Project Manager Team Member Sub Team Member Team Member Sub Team Member Team Member Sub Team Member Hierarchical Chart
  • 103. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Resource Management – Output  Resource Management Plan  part of the project management plan and is used to manage both physical and team resources  It will guide the remaining five resource management processes  Contains the roles and responsibilities, the organization chart, and project team resource management. 0 1 2 3 4 5 6 Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Team members
  • 104. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Resource Management – Output  Team Charter  Document that outlines what will be acceptable behavior within the project.  Should include things like the general rules of conduct for meetings, decision- making, and one-on-one conversations
  • 105. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Activity Resources  Where you look at each individual activity and determine what and how many resources are needed to accomplish that activity  Resources are not just people, but also include equipment, machines, and different types of supplies needed to finish the activity
  • 106. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Activity Resources - ITTO Inputs Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets Tools and Techniques Expert Judgment Bottom-up Estimating Analogous Estimating Parametric Estimating Data Analysis Project Management Information System Meetings Outputs Resource Requirements Basis of Estimates Resource Breakdown Structure Project Documents Updates
  • 107. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Activity Resources - Tools  Bottom-Up Estimating  Break down the activities in more detail until you can assign the resources. You can then aggregate them back up to the full activity  Analogous Estimating  Also known as top-down estimation. Analogous estimation relies on historical information to assign the current duration to the activities. It is based on a limited amount of information.  Parametric Estimating  Uses a math algorithm to calculate cost or duration
  • 108. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Estimate Activity Resources - Output  Resource Requirements  will document the number and types of resources needed to complete each activity. This should be very detailed.  Resource Breakdown Structure  Hierarchical breakdown of resources by their categories and types.  Basis of Estimates  How the estimates were created.
  • 109. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Communication Management  Developing an appropriate approach and plan for project communications activities  Based on the information needs of the project stakeholders  Documented approach to effectively and efficiently engage stakeholders
  • 110. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Communication Management - ITTO INPUTS Project Charter Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Communication Requirements Analysis Communication Technology Communication Models Communication Methods Interpersonal and Team Skills Data Representation Meetings OUTPUTS Communications Management Plan Project Management Plan Updates Project Documents Update
  • 111. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Communication Management - Tools  Expert Judgement  Communication Requirements Analysis  Analyzing the communications needs of the stakeholders  Lack of communication leads to failure  Communications Channels  Channels = n(n-1)/2  N=The number of people on the project  4 Team Members= 6 lines of communication  4(4-1)/2=x  6=x  There are 10 stakeholders on a project, how many channels will the project manager need to analyze?  10(10-1)/2 = 45
  • 112. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Communication Management - Tools  Communication Technology  Method of communication  Technology, Email, phone, fax, Web page, in-person  Level of Urgency  Ease of use  Sensitivity and confidentiality of the information  Communication Methods  Informal Written  Email, Memorandums  Formal Written  Contracts, Project Documents, Legal Notices  Informal Verbal  Phone calls, random discussions  Formal Verbal  Presentations, Speeches  Push- Email Blast  Pull-Download information  Interactive- Joint Discussions
  • 113. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Communication Management - Tools  Communication Models  Sender - The person or group sending the message to the receiver.  Encoder - The device or technology that encodes the message to travel over the medium.  Decoder - This is the inverse of the encoder.  Receiver - This is of course the recipient of the message.  Paralingual - The pitch, tone, & inflections in the sender’s voice affect the message being sent.  Nonverbal  Communication Blocker
  • 114. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Communication Management - Tools  Interpersonal and Team Skills  Communication styles assessment  Technique to determine the ideal communication method, format, and substance for planned communication  Political awareness  Achieved through a good perception of strategies, hidden agenda, and power structure and relationship within and around the project  Cultural awareness  Understanding the differences among individuals, groups, and organizations and adjusting the project’s communication to these differences.
  • 115. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Communication Management - Output  Communications Management Plan  Who should receive project communications  What communications they should receive  Who should send the communication  How the communication will be sent  How often it will be updated  Definitions so that everyone has a common understanding of terms.
  • 116. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Project Risk Management  Conducting risk management planning, identification, analysis, response planning, response implementation, and monitoring risk on a project.  Individual project risk: is an uncertain event or condition that, if it occurs, has a positive or negative impact on one or more parts of the project  Overall project risk: The risk exposure of the project as a whole. It’s made up of the sum of individual project risks plus other sources of uncertainty.  Risk is negative or positive. Negative risk are threats and positive risks are opportunities.  Increase the probability and/or impact of positive risks and to decrease the probability and/or impact of negative risks
  • 117. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Risk Management  Defining how to conduct risk management activities for a project  Planning how to identity, assess, response, implement responses and monitor risk  Risk Management is a proactive approach and should be done early in the project
  • 118. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Risk Management - ITTO INPUTS Project Charter Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgments Data Analysis Meetings OUTPUTS Risk Management Plan
  • 119. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Risk Management - Outputs  Risk Management Plan, (Roadmap to the other 6 risk processes)  Used to determine  How risks will be categorized/identified  How quantitative/ qualitative analysis will be completed  How risk response planning will happen  How will the risk response be implemented  How risks will be monitored  How ongoing risk management activities will happen throughout the project life cycle  Roles and responsibilities for the project team  Stakeholders risk appetite, helps to determine what is acceptable risk vs. non acceptable  Risk Breakdown structure(RBS) is used to categories risks.
  • 120. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Sample Risk Breakdown Structure Risk External Regulation Vendors Organizational People Funding
  • 121. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Identify Risks  Identifying individual project risks as well as sources of overall project risk, and documenting them in the risk register and risk report  All personnel should be encouraged to identify risks.  Should be done throughout the project. Risk changes daily.  Identify both positive and negative risk
  • 122. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Identify Risks INPUTS Project Management Plan Project Documents Agreements Procurement Documentation Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Gathering Data Analysis Interpersonal and Team Skills Prompt Lists Meetings OUTPUTS Risk Register Risk Report Project Documents Updates
  • 123. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Identify Risks - Tools  Prompt Lists  A predetermined list of risk categories. RBS can be used to used to identity both individual and overall risk
  • 124. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Identify Risks - Tools  Data Analysis  Documentation Analysis  Structure review of all project documentation  Assumptions and constraints analysis  Root Cause Analysis  SWOT Analysis Strengths - Expert team -Management support Weaknesses -Little free time -High cost Opportunities -New Market -New IT Systems Threats - Regulations -Staff Shortage SWOT
  • 125. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Identify Risks  Risk Register - (Individual Project Risks)  List of all Identified Risks  List of Potential Responses  Provides a list of all identified risks on the project, what reactions to this risk are, what the root causes are, and what categories the risks fall into.  Risk Report  Sources of overall project risk and summary information on identified individual risk. Risk ID Risk Response Cause Project Area S1 Bad weather Add 3 more days to schedule Environment Time C1 Cost overrun Add 10% more to budget Supplier might increase cost Cost
  • 126. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Qualitative Risk Analysis  Prioritizing individual project risks by assessing their probability of occurrence and impact as well as other characteristics.  Done in order to determine which risks are the highest priority on the project.  Creates a ranking  Preformed throughout the project
  • 127. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Qualitative Risk Analysis - ITTO INPUTS Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Gathering Data Analysis Interpersonal and Team Skills Risk Categorization Data Representation Meetings OUTPUTS Project Documents Updates
  • 128. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Qualitative Risk Analysis - Tools  Data Analysis  Risk Probability and Impact Assessment  The likelihood that each specific risk will occur, level of probability  Investigate the potential effect on the project, Cost, Schedule, Quality, Performance, Positive or Negative  Risk Data Quality Assessment  The degree of which the risk is understood and the accuracy, quality, reliability and the integrity of the data  Assessment of other risk parameters  Other parameters such as urgency, proximity, manageability, and detectability.  Risk Categorization  Sources of Risk  Grouped by root cause
  • 129. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Qualitative Risk Analysis - Tools  Data Representation  Probability and Impact Matrix  Outlines the probability and impact on the project  Sorted by High Risk, Medium Risk, Low Risk  Hierarchical Char  Bubble Chart Risk bubble chart Risk Probability Impact Score Ranking Bad Contractor 4 5 20 High Bad Weather 3 3 9 Medium Earthquake 1 5 5 Low Probability = 1-5 Impact = 1-5 Probability and Impact Matrix
  • 130. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Qualitative Risk Analysis - Outputs  Project Documents Updates  Risk Register  Risk Report
  • 131. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Quantitative Risk Analysis  Numerically analyzing the effect of individual project risks on the overall project objectives.  Assigns a value to the risk that have been ranked by qualitative risk analysis.  Usually requires specific risk software and knowledge in the development and interpretation of risk models.
  • 132. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Quantitative Risk Analysis - ITTO INPUTS Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Gathering Interpersonal and Team Skills Representations of Uncertainty Data Analysis OUTPUTS Project Documents Updates
  • 133. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Quantitative Risk Analysis – Tools  Representation of Uncertainty  Probability distribution, looking at the probability of risks actually taking place  Triangular or beta distributions
  • 134. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Quantitative Risk Analysis – Tools  Data Analysis  Sensitivity Analysis  Tornado Chart
  • 135. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Quantitative Risk Analysis – Tools Initial Cost Risk Cost Probabilit y EMV Total New Constructed House 1,000,000 400,000 25% 100,000 1,100,000 Remodel older house 800,000 500,000 10% 50,000 850,000 To calculate the EMV you would take the probability multiply the risk costs. To get the total, add the EMV to the initial cost.  Data Analysis  Sensitivity Analysis  Decision Tree Analysis  Make or buy analysis
  • 136. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Quantitative Risk Analysis – Output  Project Documents Updates  Risk register
  • 137. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Risk Responses  Developing options, selecting strategies, and agreeing on ways to address risk on the project  Will allocate resources needed to response to risk if they happen  Will address all risk
  • 138. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Risk Responses - ITTO INPUTS Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Gathering Interpersonal and Team Skills Strategies for Threats Strategies for Opportunities Contingent Response Strategies Strategies for Overall Project Risk Data Analysis Decision Making OUTPUTS Change Requests Project Management Plan Updates Project Documents Updates
  • 139. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Risk Responses - Tools  Strategies for Negative Risk or threats  Escalate-Outside the Project Team Level  Avoid-eliminate the risk entirely  Transfer-transfer ownership to a 3rd party  Mitigate- reduce the probability of the risk event  Accept- Deal with the Risk at hand
  • 140. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Risk Responses - Tools  Strategies for Opportunities (Positive Risk)  Escalate-Outside the Project Team Level  Exploit-Remove any and all uncertainty  Share-Some or all ownership to a 3rd party  Enhance-Increase the probability of the event happening  Accept -Take advantage of the opportunity, but not seek it  Strategies for Overall Project Risk  Avoid  Exploit  Transfer/Share  Mitigate/Enhance  Accept
  • 141. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Risk Responses - Tools  Contingent Response Strategies  May undertake certain risk events, if certain conditions apply
  • 142. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Risk Responses - Outputs  Project Documents Updates  Risk register
  • 143. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Agreements (Contracts)  Should clearly outline the deliverables and results anticipated, including any knowledge transfer from the seller to the buyer.  Know the laws and regulations from the local country that could affect the contract  Generally considered a legally binding documents between buyers and sellers  Should outline:  Formal written document  Scope of work to be performed  Roles and responsibilities  How to perform the work, including locations and times?  Terms and conditions  Warranties and penalties  Payment terms  Termination clauses  Change request process  Incentives  Insurance and performance bonds
  • 144. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Types of Contracts Contract Types Fixed-Price Firm fixed price Fixed price incentive fee Fixed price with economic price adjustments Cost- reimbursable Cost plus fixed fee Cost plus incentive fee Cost plus award fee Time and Material
  • 145. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Fixed Price (Lump Sum)  When the buyer pays one flat price (lump sum) for all work in the contract  This would include all labor and materials  Use when the scope is well-defined and understood  All risk is with the seller  3 Types:  Firm Fixed Price (FFP): This contract is when the price is fixed and cannot be changed.  Fixed Price Incentive Fee (FPIF): This contract is when the fixed price includes an additional fee for meeting a target set forth in the contract.  Fixed Price Economic Price Adjustment (FP-EPA): This contract is used to adjust the fixed cost over the life of the contract because of economic conditions.
  • 146. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Cost-reimbursable  When the buyer pays for the work expenses and then pays the seller a fee for his profit  The risk is with the buyer because the cost overrun of work expense is covered by the buyer  3 Types  Cost plus fixed fee (CPFF): This contract is when the buyer pays the work expense and then a fixed fee to the seller for profit.  Cost plus incentive fee (CPIF): This contract is when the buyer pays the work expense and an additional fee, if a target is met, such as, finishing two weeks earlier.  Cost plus award fee (CPAF): This contract is when the buyer pays the work expense and pays an award fee that is based on satisfaction of work.
  • 147. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Time and material  Time and material contract is when the buyer pays for both labor and material  The buyer takes all the risk of cost overrun for both the labor and materials  Should only be used when the scope is high-level.
  • 148. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Procurement Management  Determines whether to obtain goods and services from outside the project and, if so, what to acquire as well as how and when to acquire it.  The process of documenting what procurements are needed for the project, detailing the approach, defining selection criteria to identify potential sellers, and putting together a Procurement management plan.
  • 149. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Procurement Management - ITTO INPUTS Project Charter Business Documents Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Gathering Data Analysis Source Selection Analysis Meetings OUTPUTS Procurement Management Plan Procurement Strategy Bid Documents Procurement Statement of Work Source Selection Criteria Make-or-buy Decisions Independent Cost Estimates Change Requests Project Documents Updates Organizational Process Assets Updates
  • 150. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Procurement Management - Tools  Data Gathering  Market Research  Data Analysis  Make-or-buy analysis  Source Selection Analysis  Understanding of work  Risk  Cost  Past Performance  References  Production ability  Warranty
  • 151. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Procurement Management - Output  Procurement Management Plan  Outlines the activities to be undertaken during the procurement processes  Make contain a prequalified sellers list  Procurement Strategy  Determine how to deliver the deliverables, types of contracts to use, what phases will be used to complete procurements  Bid Documents  Used to Solicit Proposals from potential sellers  RFI, Request for information  IFB, Invitation for bid  RFP, Request for proposal  RFQ, Request for quote  Procurement Statement of Work  Developed from the Scope Baseline, Lists the needs of the buyer  Allows prospective sellers to determine of they can meet the requirements set forth by the Buyer
  • 152. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Procurement Management - Output  Source Selection Criteria  Cost, location, license, certification, reference, warranty, or experience. This needs to be determined before seller is selected.  Make or buy Decisions  What will the project make or buy  Independent Cost Estimates  Cost estimate done by an outside professional  Change Requests
  • 153. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Stakeholder Engagement  Developing methods to involve project stakeholders  Centered on their needs, expectations, interests, and potential impact on the project.  It creates an actionable plan to interact effectively with stakeholders
  • 154. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Stakeholder Engagement - ITTO INPUTS Project Charter Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Asset TOOLS AND TECHNIQUES Expert Judgment Data Gathering Data Analysis Decision Making Data Representation Meetings OUTPUTS Stakeholder Engagement Plan
  • 155. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Stakeholder Engagement  Data Representation  Stakeholder Engagement Assessment Matrix  5 levels of engagement  Unaware  Resistant  Neutral  Supportive  Leading Stakeholder Unware Resistant Neutral Supportive Leading Mary Current Desired Jane Current Desired Bob Desired
  • 156. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Plan Stakeholder Engagement - Outputs  Stakeholder Engagement Plan  How will the team keep the stakeholders engaged on the project.  What type of communication will be needed to engage them on the project.
  • 158. Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing Develop Project Charter Identify Stakeholders Develop Project Management Plan Plan Scope Management Collect Requirements Define Scope Create WBS Plan Schedule Management Define Activities Sequence Activities Estimate Activity Durations Develop Schedule Plan Cost Management Estimate Costs Determine Budget Plan Quality Management Plan Resource Management Estimate Activity Resources Plan Communications Management Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Plan Procurement Management Plan Stakeholder Engagement Direct and Manage Project Work Manage Project Knowledge Manage Quality Acquire Resources Develop Team Manage Team Manage Communications Implement Risk Responses Conduct Procurements Manage Stakeholder Engagement Monitor and Control Project Work Perform Integrated Change Control Validate Scope Control Scope Control Schedule Control Costs Control Quality Control Resources Monitor Communications Monitor Risks Control Procurements Monitor Stakeholder Engagement Close Project or Phase PROCESS GROUPS & KNOWLEDGE AREAS TABLE Page 22, PMI Process Group: A Practice Guide
  • 159. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Direct and Manage Project Work  Performing the work defined in the project management plan  Involves managing people and keeping them engaged, improving the processes, requesting changes, and implementing approved changes  Summary of all other executing processes
  • 160. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Direct and Manage Project Work - ITTO INPUTS Project Management Plan Project Documents Approved Change Requests Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Project Management Information System Meetings OUTPUTS Deliverables Work Performance Data Issue Log Change Requests Project Management Plan Updates Project Documents Updates Organizational Process Assets Updates
  • 161. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Direct and Manage Project Work - Inputs  Approved Change Requests
  • 162. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Direct and Manage Project Work - Output  Deliverables  Any product, service, or result required to complete the project  Work Performance Data  Information on the status of these deliverables  Is it tracking Positive or Negative against the plan/baselines, (cost/durations)  Work completed, start/end dates of activities, # of changes requests, # of defects,  Issue Log  A record of all the issues/problems you have encountered on the project  All issues are described, assigned, prioritized, and addressed.
  • 163. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Direct and Manage Project Work - Output  Change Requests  Corrective Action  Fixing past errors  Realigns the project performance  Preventive Action  Fixing future errors  Questions if everything is aligned with the project plan  Defect Repair  Modify a nonconforming product or result
  • 164. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Project Knowledge  Using existing knowledge and creating new knowledge  Contribute to organizational learning  Knowledge created by the project will be made available to support organizational operations and future projects or phases  Commonly split into explicit and tacit.  Explicit knowledge can be formally documented and shared,  Data  Documents  Records  Tacit knowledge exists inside the heads of your employees  Experience  Thinking
  • 165. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Project Knowledge - ITTO INPUTS Project Management Plan Project Documents Deliverables Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Knowledge Management Information Management Interpersonal and Team Skills OUTPUTS Lessons Learned Register Project Management Plan Updates Organizational Process Assets Updates
  • 166. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Project Knowledge - Tools  Knowledge Management  The sharing of knowledge between stakeholders on a project. Used to foster project interaction. Sure as:  Networking  Workshops  Meetings  Information Management  The collection, storage, dissemination, archiving and destruction of information
  • 167. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Project Knowledge - Outputs  Lessons Learned Register  Gathered throughout the project, not just at the end  Updated whenever new knowledge within the project is discovered by any stakeholder
  • 168. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Quality  Translating the quality management plan into executable quality activities  It increases the probability of meeting the quality objectives as well as identifying ineffective processes and causes of poor quality.  Maybe called Quality Assurance.  Confirm the quality processes used are meeting the quality objectives.
  • 169. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Quality INPUTS Project Management Plan Project Documents Organizational Process Assets TOOLS & TECHNIQUES Data Gathering Data Analysis Decision Making Data Representation Audits Design for X Problem Solving Quality Improvement Methods OUTPUTS Quality Reports Test and Evaluation Documents Change Requests Project Management Plan Updates Project Documents Updates
  • 170. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Quality - Tools  Data Representation  Affinity Diagrams  Used to group ideas together  Matrix Diagrams  Shows the relationship among processes  Cause and Effect Diagrams  Also known as Ishikawa or Fishbone diagram, it will tell you the causes of defects Fail PMP Exam Work/Famaily Exam Lack of Wrongmaterial Lack of Anxiety Cold/Hot exam room Run out of time Distraction from studying Too much work
  • 171. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Quality - Tools  Data Representation  Flowcharts  Flowcharts show you a graphical representation of the process and any room for improvements.  Histograms  Histograms are bar charts that show the distribution of numerical data. One example of a histogram is a Pareto diagram. Pareto diagrams use the Pareto principle of 80/20. 0% 20% 40% 60% 80% 100% 120% $- $10,000.00 $20,000.00 $30,000.00 $40,000.00 $50,000.00 $60,000.00 $70,000.00 $80,000.00 $90,000.00 Salaries Contractors Rentals Equipment Material Project Expenses Amount Cumulative %
  • 172. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Quality - Tools  Data Representation  Scatter Diagram  Scatter diagrams show trends in relation to different variables 0 1 2 3 4 5 6 7 8 9 0 5 10 Number of Defects Weeks Defects per week
  • 173. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Quality - Tools  Audits  Identify all best practices are being executed  Identify all short comings and gaps in the process  Design for X  Used by engineers in order to design a particular aspect of a product  Problem Solving  Finding solutions to problems. identifying the problem, determining what’s causing it, looking at possible solutions, selecting a solution, implementing a solution, and verifying that it solves the problem.  Quality Improvement Methods  Find ways to improve the quality processes
  • 174. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Quality - Output  Quality Reports  Report generally includes information about quality issues on the project and recommendations on how to improve the processes being used.  Test and Evaluation Documents  Documents generally take the form of a checklist that can be used when checking the quality of the deliverables
  • 175. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Acquire Resources  Getting the staff and physical resources needed to build the deliverables on the project.  Done continuously throughout the project or phase  Both internal and external resources
  • 176. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Acquire Resources - ITTO INPUTS Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Decision Making Interpersonal and Team Skills Pre-Assignment Virtual Teams OUTPUTS Physical Resource Assignments Project Team Assignments Resource Calendars Change Requests Project Management Plan updates Project Documents Updates Enterprise Environmental Factors Updates Organizational Process Assets Updates
  • 177. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Acquire Resources - Tools  Decision Making  Multi-Criteria Decision Analysis  Availability, Cost, Experience, Ability  Knowledge, Skills, Attitude, International Factors  Interpersonal and Team Skills  Negotiation  Functional Managers for particular resources  Other PM teams in motion, Vendors, Contractors, 3rd parties  Pre-Assignment  Team Members are selected in advance of the project  Virtual Teams  Wide Spread Geographical areas, Another city, Country, etc…  Work from home, Different Shifts
  • 178. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Acquire Resources - Outputs  Physical resource Assignments  Document how you allocated the physical resources on the project. This usually includes assigning materials, supplies, equipment, or locations to the project work.  Project Team Assignments  Assign the project team to their roles and responsibilities  Resource Calendars  Shows working shifts for resources. Shows availability.
  • 179. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Team  Process of improving abilities, team member communication, and the overall team atmosphere.  Critical factor for the project success  Focuses on building a sense of team and improving its performance  PM primary responsible Binging together multiple personalities into one working group
  • 180. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Team  Tuckman’s Ladder, (Five Stages)  Forming  People getting to know one another  Storming  Speaking about issues on the project  Norming  Coming to a solution to issues  Performing  Doing the work  Adjourning  Team is release
  • 181. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Team - ITTO INPUTS Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Colocation Virtual Teams Communication Technology Interpersonal and Team Skills Recognition and Rewards Training Individual and Team Assessments Meetings OUTPUTS Team Performance Assessments Change Requests Project Management Plan Updates Project Documents Updates Enterprise Environmental Factors Updates Organizational Process Assets Updates
  • 182. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Team - Tools  Co-Location (Tight Matrix)  Moving the entire team into one physical location, War room  Maybe temporary or long term  Virtual teams  Communications Technology  The way the team communicates, Email, phone, fax, text messages  Interpersonal and Team Skills, (Soft Skills)  Anticipating the team needs, acknowledging their concerns  Conflict Management  Influencing  Motivation  Negotiations  Team building
  • 183. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Team - Tools  Training  Ensuring all team members get required training for the project  Meetings  Individual and Team Assessments  Individual’s strengths and weaknesses  How does the team makes decisions, resolves conflicts, communicates, a builds trust with each other
  • 184. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Team - Tools  Recognition and Rewards  Rewarding good behavior, Only desirable behavior should be rewarded, used to increase morale  Maslow’s hierarchy of needs 1. Physiological: The necessities to live: air, water, food, clothing, and shelter. 2. Safety: People need safety and security; this can include stability in life, work, and culture. 3. Social: People are social creatures and need love, approval, and friends. 4. Esteem: People strive for the respect, appreciation, and approval of others. 5. Self-actualization: At the pinnacle of needs, people seek personal growth, knowledge, and fulfillment. Self- Actualization Esteem Social Safety Physiological
  • 185. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Team - Tools  Herzberg’s Theory of Motivation  Hygiene agents (What factors influence satisfaction at work) are expected by and can only demotivate if they are not present. Motivating agents provide opportunity to exceed, and advance.  McGregor’s Theory X and Y  Theory X- is bad. These people need to be watched all the time, micromanaged, and distrusted, people avoid work, responsibility, and have no ability to achieve.  Theory Y is good. These people are self- led, motivated, and can accomplish new tasks proactively.  Theory Z  Increased Loyalty at the workplace. Theory emphasizes the well-being of the employees, both at work and outside of work, it encourages steady employment
  • 186. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Team - Tools  Expectancy Theory  People behave based on what they expect as a result of their behavior.  McClelland 3 need theory  Achievement  Power  Affiliation  Forms of Power  Reward Power - Ability to give rewards  Expert Power - SME  Legitimate(formal power)  Referent- Respect /Personality of the Manger  Punishment- Punish associates when they fail (least desirable)
  • 187. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Develop Team - Outputs  Team Performance Assessments  Evaluation of the team  Task-oriented or result- oriented  Improve team members skills  Reduce staff turn over rate  Increase team members cohesiveness  Additional training, mentoring, coaching assistance needed?
  • 188. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Team  Manage Team is the process of tracing team member performance, providing feedback, resolving issues, and managing team changes.  Team management involves a combination of skills with special emphasis on communication, conflict management, negotiation, and leadership.
  • 189. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Team - ITTO INPUTS Project Management Plan Project Documents Work Performance Reports Team Performance Assessments Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Interpersonal and Team Skills Project Management Information System OUTPUTS Change Requests Project Management Plan Updates Project Documents Updates Enterprise Environmental Factors Updates
  • 190. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Team - Tools  Project Management Information System (PMIS)  Interpersonal and Team Skills  Conflict Management  Sources of Conflict  Greatest project conflict occurs between project managers and functional managers. Disagreements over schedules, priorities, and resources. Conflict Resolution Quick Example Problem Solving (confronting) Let’s put our heads together, study the problem and find the best solution. Win-Win Forcing Bob’s got priority here, so we’ll go with his opinion on the solution. Win-Lose Compromising Let’s take a little of both sides of the arguments and create a mixed solution. Lose-Lose Smoothing It’s really not that big of a problem. Can be considered a Lose-Lose Withdrawal I’m leaving. Do whatever solution works. The conflict is not resolved and it is considered a Yield-Lose solution
  • 191. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Team - Tools  Interpersonal and Team Skills  Steps to follow:  Define the cause of the problem (not just the symptoms).  Analyze the problem (cause-and-effect diagram).  Identify solutions.  Implement the selected solution.  Review the solution.  Confirm that the solution solved the problem.  Emotional Intelligence  Manage the personal emotions of oneself, other people and groups.  Leadership  Drive the project vision, and inspire high quality work  Influencing  Excellent listening skills, being able to articulate key details and positions  Reach agreements  Effective Decision Making  Manage risk, develop team creativity, focus on project goals and milestones, analyze all project information
  • 192. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Team - Output  Change Request
  • 193. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Communication  Ensuring timely and suitable gathering, creation, distribution, storage, retrieval, management, and monitoring, of project communications  Follow the communication management plan
  • 194. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Communications - ITTO INPUTS Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Communication Technology Communication Methods Communication Skills Project Management Information Systems Project Reporting Interpersonal and Team Skills Meetings OUTPUTS Project Communications Project Management Plan Updates Project Documents Updates Organizational Process Assets Updates
  • 195. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Communication - Tools  Communication Technology  Communication Methods  Communication Skills  Communication competence  Feedback  Nonverbal  Presentations  Project Reporting  Collecting and distributing project information
  • 196. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Communication - Tools  Interpersonal and Team Skills  Active Listening  Conflict Management  Cultural Awareness  Meeting Management  Agendas  Stay on Topic  Minutes  Networking  Political Awareness
  • 197. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Communication - Output  Project Communications  Performance reports, deliverables status, baseline reporting
  • 198. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Implement Risk Responses  Executes risk response plans when risk has taken place  Minimizes the project threats and maximizes the project opportunities
  • 199. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Implement Risk Responses - ITTO Inputs Project Management Plan Project Documents Organizational process assets TOOLS AND TECHNIQUES Expert Judgment Interpersonal and Team Skills Influencing Project Management Information System OUTPUTS Change Requests Project Documents Updates
  • 200. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Conduct Procurements  The process of obtaining a seller response, selecting a seller, and awarding a contract.  It selects a qualified seller and implements the legal agreement for delivery.
  • 201. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Conduct Procurements - ITTO INPUTS Project Management Plan Project Documents Procurement Documentation Seller Proposals Enterprise Environmental Factors Organizational Process Assets TOOLS & TECHNIQUES Expert Judgment Advertising Bidder Conferences Data Analysis Interpersonal and Team Skills OUTPUTS Selected Sellers Agreements Change Requests Project Management Plan Updates Project Documents Updates Organizational Process Assets Updates
  • 202. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Conduct Procurements - Inputs  Procurement Documentation  Bid Documents  Procurement Statement of Work  Independent Cost Estimates  Source Selection Criteria  Seller Proposals
  • 203. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Conduct Procurements - Tools  Advertising  Some contracts may be required to be advertised, i.e. Government  Bidder Conference (Contractor, Vendor, or Pre- bid conferences)  Meeting between buyer and sellers  Data Analysis  Proposal evaluation  Interpersonal and Team Skills  Negotiations
  • 204. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Conduct Procurements - Outputs  Selected Sellers  Agreements
  • 205. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Stakeholder Engagement  Communicating and working with stakeholders to meet their needs and expectations  Addressing issues, and get them involve
  • 206. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Stakeholder Engagement - ITTO INPUTS Project Management Plan Project Documents Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Communication Skills Feedback Interpersonal and Team Skills Ground Rules Meetings OUTPUTS Change Requests Project Management Plan Updates Project Documents Updates
  • 207. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Stakeholder Engagement - Tools  Grounds rules  Defined in the team charter for team members and stakeholders
  • 208. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Manage Stakeholder Engagement - Output  Change Requests
  • 209. Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing Develop Project Charter Identify Stakeholders Develop Project Management Plan Plan Scope Management Collect Requirements Define Scope Create WBS Plan Schedule Management Define Activities Sequence Activities Estimate Activity Durations Develop Schedule Plan Cost Management Estimate Costs Determine Budget Plan Quality Management Plan Resource Management Estimate Activity Resources Plan Communications Management Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Plan Procurement Management Plan Stakeholder Engagement Direct and Manage Project Work Manage Project Knowledge Manage Quality Acquire Resources Develop Team Manage Team Manage Communications Implement Risk Responses Conduct Procurements Manage Stakeholder Engagement Monitor and Control Project Work Perform Integrated Change Control Validate Scope Control Scope Control Schedule Control Costs Control Quality Control Resources Monitor Communications Monitor Risks Control Procurements Monitor Stakeholder Engagement Close Project or Phase PROCESS GROUPS & KNOWLEDGE AREAS TABLE Page 22, PMI Process Group: A Practice Guide
  • 211. Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing Develop Project Charter Identify Stakeholders Develop Project Management Plan Plan Scope Management Collect Requirements Define Scope Create WBS Plan Schedule Management Define Activities Sequence Activities Estimate Activity Durations Develop Schedule Plan Cost Management Estimate Costs Determine Budget Plan Quality Management Plan Resource Management Estimate Activity Resources Plan Communications Management Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Plan Procurement Management Plan Stakeholder Engagement Direct and Manage Project Work Manage Project Knowledge Manage Quality Acquire Resources Develop Team Manage Team Manage Communications Implement Risk Responses Conduct Procurements Manage Stakeholder Engagement Monitor and Control Project Work Perform Integrated Change Control Validate Scope Control Scope Control Schedule Control Costs Control Quality Control Resources Monitor Communications Monitor Risks Control Procurements Monitor Stakeholder Engagement Close Project or Phase PROCESS GROUPS & KNOWLEDGE AREAS TABLE Page 22, PMI Process Group: A Practice Guide
  • 212. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Monitor and Control Project Work  Process of tracking, reviewing, and recording the progress to meet the performance defined in the PM Plan.  Ensures that the plan is working, identifies any areas in which changes to the plan are required, and initiates the corresponding changes  Takes all the Work Performance Information and creates the Work Performance Reports.
  • 213. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Monitor and Control Project Work - ITTO INPUTS Project Management Plan Project Documents Work Performance Information Agreements Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Data Analysis Decision making Meetings OUTPUTS Work Performance Reports Change Requests Project Management Plan Updates Project Documents Updates
  • 214. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Monitor and Control Project Work - Inputs  Work Performance Information  Status of the deliverables, project forecasts, status of change request
  • 215. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Monitor and Control Project Work - Outputs  Change request  Work Performance Reports
  • 216. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Integrated Change Control  Review all change requests; approving changes and managing changes to deliverables, project documents, and the project management plan  Communicating the decisions.  Process where you assess the change’s impact on the project  Any Stakeholder may request a change  Should be submitted in written form  Change Control Board – Group responsible for reviewing, evaluating, approving, deferring, or rejecting changes to the project and for recording and communicating such decisions.
  • 217. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Integrated Change Control - ITTO INPUTS Project Management Plan Project Documents Risk Report Work Performance Reports Change Requests Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Change Control Tools Data Analysis Decision making Meetings OUTPUTS Approved Change Requests Project Management Plan Updates Project Documents Updates
  • 218. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Integrated Change Control  Process for making change 1. A stakeholder needs to identifies a need for a Change request 2. A written change request is submitted it to the Project Manager 3. The Project Manager assess the change and looks for any other options for the Change Request. Looks at the impact of the change request 4. The Change request is submitted to the Change Control Board 5. The Change request is either approved or rejected by the Change Control Board 6. If approved, The PM will adjust the Project Management Plan • Then manage the project to the new plan 7. If it is not approved, the team goes back to the issue and develop a new change request, repeat step 1
  • 219. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Integrated Change Control - Inputs  Work Performance Reports  Change requests
  • 220. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Integrated Change Control - Tools  Change Control Tools  To manage the change requests, status, and resulting decisions  Update the Stakeholders with current information
  • 221. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Perform Integrated Change Control - Outputs  Approved Change Requests  Once the change control board members approve a change request, it will be implemented in the Direct and Manage Project Work process  Project Document updates  Change log
  • 222. Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing Develop Project Charter Identify Stakeholders Develop Project Management Plan Plan Scope Management Collect Requirements Define Scope Create WBS Plan Schedule Management Define Activities Sequence Activities Estimate Activity Durations Develop Schedule Plan Cost Management Estimate Costs Determine Budget Plan Quality Management Plan Resource Management Estimate Activity Resources Plan Communications Management Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Plan Procurement Management Plan Stakeholder Engagement Direct and Manage Project Work Manage Project Knowledge Manage Quality Acquire Resources Develop Team Manage Team Manage Communications Implement Risk Responses Conduct Procurements Manage Stakeholder Engagement Monitor and Control Project Work Perform Integrated Change Control Validate Scope Control Scope Control Schedule Control Costs Control Quality Control Resources Monitor Communications Monitor Risks Control Procurements Monitor Stakeholder Engagement Close Project or Phase PROCESS GROUPS & KNOWLEDGE AREAS TABLE Page 22, PMI Process Group: A Practice Guide
  • 223. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Validate Scope  Formalizing acceptance of the completed project deliverables.  The verified deliverables obtained from the Control Quality process are reviewed with the customer or sponsor to ensure they are completed satisfactorily and have received formal acceptance of the deliverables by the customer or sponsor  Done at the same time or immediately after Quality Control  Close Project or Phase may start upon completion of this process  Concerned with correctness of the deliverable
  • 224. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Validate Scope - ITTO INPUTS Project Management Plan Project Documents Verified Deliverables Work Performance Data TOOLS AND TECHNIQUES Inspection Decision Making OUTPUTS Accepted Deliverables Work Performance Information Change Requests Project Documents Updates
  • 225. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Validate Scope - Inputs  Verified Deliverables (Created during the Perform Quality Control Process)
  • 226. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Validate Scope - Tools  Inspection  The measuring, examining, testing and verifying to determine whether the work and the deliverables have met the requirements set forth in the Scope Baseline, and you have successful product/result/service acceptance.  It can also be called a product review, audit, walkthrough.  Decision Making
  • 227. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Validate Scope - Outputs  Accepted Deliverables  Deliverables that have met the acceptance criteria, and that have been signed off and approved by the sponsor or the customer.  Change Requests  Deliverables that have not met the acceptance criteria, are dealt with via Perform Integrated Change Control process. Product rework is necessary to repair the defect.  Work Performance Information  Information about Project progress
  • 228. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Scope  Process of monitoring the status of the project and product scope and managing changes to the scope baseline.  The uncontrolled expansion to product or project scope without adjustments to time, cost, and resources is referred to as scope creep.  Determines if a scope change has happened.  When changes are made and approved, the project baselines will need to be adjusted to reflect these changes
  • 229. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Scope - ITTO INPUTS Project Management Plan Project Documents Work Performance Data Organizational Process Assets TOOLS & TECHNIQUES Data Analysis OUTPUTS Work Performance Information Change Requests Project Management Plan Updates Project Documents Updates
  • 230. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Scope Control - Tools  Data Analysis  Variance Analysis  Determining whether work being perform has a degree of variance as it relates to the scope baseline  What is the cause of the variance, how extensive is the variance  Is corrective/preventative action required  Trend Analysis  Performance of the scope over time
  • 231. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Scope Control - Outputs  Work Performance Information  Planned vs. actual performance  Change Requests
  • 232. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Schedule  Monitoring the status of the project to update the project schedule and managing changes to the schedule baseline.  The schedule baseline is maintained throughout the project.  Compare the work results to the plan to see if they line up  What is the status of the project, how did it reach this point?
  • 233. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Schedule - ITTO INPUTS Project Management Plan Project Documents Work Performance Data Organizational Process Assets TOOLS AND TECHNIQUES Data Analysis Critical Path Method Project Management Information System Resource Optimization Leads and Lags Schedule Compression OUTPUTS Work Performance Information Schedule Forecasts Change Requests Project Management Plan Update Project Documents Updates
  • 234. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Schedule - Tools  Data Analysis  Performance Reviews  Measuring actual start/finish dates vs. planned start/finish dates  If negative variance is in place, is the project in jeopardy  Earned Value Analysis  Performance Reviews  What-If Scenarios  PMIS  Critical Path Method  Resource Optimization Techniques  Leads and Lags  Schedule Compression, (Fast Track or Crash)
  • 235. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Schedule - Output  Work Performance information  Schedule Forecast  Based on Past performance and expected future performance  Change Requests
  • 236. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Costs  Monitoring the status of the project to update the project costs and managing changes to the cost baseline.  Primarily Concern with cost variance  Any increase to the authorized budget can only be approved through the Perform Integrated Change Control process
  • 237. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Cost - ITTO INPUTS Project Management Plan Project Documents Project Funding Requirements Work Performance Data Organizational Process Assets TOOLS & TECHNIQUES Expert Judgment Data Analysis To-Complete Performance Index Project Management Information System OUTPUTS Work Performance Information Cost Forecasts Change Requests Project Management Plan Updates Project Documents Updates
  • 238. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Costs - Tools  Data Analysis(Formulas to be covered in EVM Section)  Earned Value Analysis  Variance Analysis  Trend Analysis  Reserve Analysis  To-Complete Performance Index (TCPI)  Formula to be covered in EVM Section.  PMIS
  • 239. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Costs Continue - Outputs  Work Performance Information  Costs Forecasts  Uses the EAC (Estimate at Completion) EVM formula.  Change requests
  • 240. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Quality  Assess performance and ensure the project outputs are complete, correct, and meet customer expectations.  Verifying that project deliverables and work meet the requirements specified by key stakeholders for final acceptance.  Each deliverable is inspected, measured, and tested
  • 241. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Quality - ITTO INPUTS Project Management Plan Project Documents Approved Change Requests Deliverables Work Performance Data Enterprise Environmental Factors Organizational Process Assets TOOLS & TECHNIQUES Data Gathering Data Analysis Inspection Testing/Product Evaluations Data Representation Meetings OUTPUTS Quality Control Measurements Verified Deliverables Work Performance Information Change Requests Project Management Plan Updates Project Documents Updates
  • 242. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Quality - Input  Project Management Plan  Quality Management Plan  Work Performance Data  Approved Change Requests  Deliverables  Output from direct and manage project work
  • 243. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Quality - Tools  Data Gathering  Checklists - ensures that all components of the deliverables are checked correctly  Check sheets - used to keep a running total or tally  Statistical Sampling  Questionnaires and Surveys  Inspection  Inspections are often referred to as audits, walk- throughs or peer reviews. Used to validate defect repairs
  • 244. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Quality - Tools  Testing/Product Evaluations  Before the project team or manager can verify that a deliverable has met all its quality requirements they would have to test these deliverables extensively. E.g. Unit testing, integration testing.  Data Representation  Cause and Effect Diagrams  Scatter Diagrams  Histogram  Pareto Diagrams
  • 245. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Quality - Tools  Data Representation  Control Chart  will tell if a process is in “control”  identify the rule of seven
  • 246. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Quality - Output  Quality Control Measurements  The results of the activities done in the control quality processes to determine if the quality standards or policies were met  Verified Deliverables  An input to Validate Scope  Needed for formal acceptance  Work Performance Information  Change Requests
  • 247. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Resources  How to correctly manage the physical resources on the project as the project is progressing  This process does not look at the HR resources which was covered in the previous process (manage team).  project manager will have to ensure that the physical resources are being used correctly and efficiently
  • 248. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Resources INPUTS Project Management Plan Project Documents Work Performance Data Agreements Organizational Process Assets TOOLS AND TECHNIQUES Data Analysis Problem Solving Interpersonal and Team Skills Project Management Information System OUTPUTS Work Performance Information Change Requests Project Management Plan Updates Project Documents Updates
  • 249. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Monitor Communication  Ensuring the communications requirements of the project and its stakeholders are met.  Ensures that the communications management plan is being followed
  • 250. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Monitor Communication - ITTO INPUTS Project Management Plan Project Documents Work Performance Data Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Expert Judgment Project Management Information Systems Data Analysis Interpersonal and Team Skills Meetings OUTPUTS Work Performance Information Change Requests Project Management Plan Updates Project Documents Updates
  • 251. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Monitor Risks  Monitoring the implementation risk response plans  Tracking identified risks to see if they change  Identifying and analyzing new risks  Evaluating risk process effectiveness throughout the project.  24/7/365
  • 252. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Monitor Risks - ITTO INPUTS Project Management Plan Project Documents Work Performance Data Work Performance Reports TOOLS AND TECHNIQUES Data Analysis Audits Meetings OUTPUTS Work Performance Information Change Requests Project Management Plan Updates Project Documents Updates Organizational Process Assets Updates
  • 253. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Procurements  The process of managing procurement relationships; monitoring contract performance and making changes and corrections as appropriate; and closing out contracts.
  • 254. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Procurements – ITTO’s INPUTS Project Management Plan Project Documents Agreements Procurement Documentation Approved Change Requests Work Performance Data Enterprise Environmental Factors Organizational Process Assets TOOLS & TECHNIQUES Expert Judgment Claims Administration Data Analysis Inspection Audits OUTPUT Closed Procurements Work Performance Information Procurement Documentation Updates Change Requests Project Management Plan Updates Project Documents Updates Organizational Process Assets Updates
  • 255. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Procurements –Tools  Inspections  Audits  Claims Administration  How disputed changes can be settled when the buyer and the seller can not reach and understanding  Negotiation is the preferred method
  • 256. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Control Procurements - Outputs  Closed Procurements  The buyer, usually through its authorized procurement administrator, provides the seller with formal written notice that the contract has been completed.
  • 257. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Monitor Stakeholder Engagement  Monitoring stakeholder relationships  Engaging stakeholders through modification of engagement strategies and plans.  Increases the efficiency and effectiveness of stakeholder engagement
  • 258. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Monitor Stakeholder Engagement - ITTO INPUTS Project Management Plan Project Documents Work Performance Data Enterprise Environmental Factors Organizational Process Assets TOOLS AND TECHNIQUES Data Analysis Decision Making Data Representation Communication Skills Interpersonal and Team Skills Meetings OUTPUTS Work Performance Information Change Requests Project Management Plan Updates Project Documents Updates
  • 260. Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing Develop Project Charter Identify Stakeholders Develop Project Management Plan Plan Scope Management Collect Requirements Define Scope Create WBS Plan Schedule Management Define Activities Sequence Activities Estimate Activity Durations Develop Schedule Plan Cost Management Estimate Costs Determine Budget Plan Quality Management Plan Resource Management Estimate Activity Resources Plan Communications Management Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Plan Procurement Management Plan Stakeholder Engagement Direct and Manage Project Work Manage Project Knowledge Manage Quality Acquire Resources Develop Team Manage Team Manage Communications Implement Risk Responses Conduct Procurements Manage Stakeholder Engagement Monitor and Control Project Work Perform Integrated Change Control Validate Scope Control Scope Control Schedule Control Costs Control Quality Control Resources Monitor Communications Monitor Risks Control Procurements Monitor Stakeholder Engagement Close Project or Phase PROCESS GROUPS & KNOWLEDGE AREAS TABLE Page 22, PMI Process Group: A Practice Guide
  • 261. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Close Project or Phase  Finalizing all activities for the project, phase, or contract.  Making certain that all documents and deliverables are up-to-date and that all issues are resolved  Confirming the delivery and formal acceptance of deliverables by the customer  Closing project accounts  Reassigning personnel  Confirming the formal acceptance of the seller’s work and finalizing open claims  Audit project success or failure  Identify lessons learned, and archive project information for future use by the organization.  Transfer the project’s products, services, or results to the next phase or to production and/or operations  Investigate and document the reasons for actions taken if the project is terminated before completion.
  • 262. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Close Project or Phase - ITTO Inputs Project Charter Project Management Plan Project Documents Accepted Deliverables Business Documents Agreements Procurement Documentation Organizational Process Assets Tools and Techniques Expert Judgment Data Analysis Meetings Outputs Project Documents Updates Final Product, Services, or Result Transition Final Report Organizational Process Assets Updates
  • 263. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Close Project or Phase - Inputs  Project Management Plan  Accepted Deliverables
  • 264. Project Management Processes, ©TIA Education Group. DO NOT SHARE. Close Project or Phase - Outputs  Final Product service, or result Transition  The transition of the deliverable to organization.  Final report  A summary of what took place in the project  How successful was the project?  Any variations in the Baselines