Simplifying the Project Management Process
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This document outlines the detailed project management process as described in the PMBOK, highlighting each phase: initiation, planning, executing, monitoring and controlling, and closing, with respective steps for each phase. It emphasizes the project manager's role in determining culture, defining scope, acquiring a team, executing plans, monitoring progress, and closing out projects. The document aims to provide a clearer understanding of how these processes interact and flow together.
Simplifying the Project Management Process
- 1. By Michael M. Garcia © 2008
- 2. The PMBOK describes the project management process in excruciating detail and although it provides a birds-eye-view it is hard to see how the whole thing flows together. This document is intended to show the workflow Each process step is numbered in subscript – look for those
- 3. Initiation – 10 steps Planning – 23 steps Executing – 14 steps Monitoring and controlling – 16 steps Closing – 9 steps
- 4. The Project Manager1 determines the Culture2 and collects Process and Procedure Documents3 Reviews possible Phases4 with the Stakeholders5 and discusses the Problem to Solve6 and the Objectives 7 Documents Assumptions and Constraints8 Meets with the sponsor to get the Charter9 and the Preliminary Scope10
- 5. The Project Manager Determines the Plan1 for the Scope2 and identifies the Team3 The team creates the WBS, WBSD4 and Activities List5 Relate activities into a Network Diagram6 then add Resources7 and Time & Cost8 to get the Critical path9. With the CP done, create a Schedule10 and Budget11. Four more plans: Quality12, Roles & Responsibilities13, Communication14 and Risk15 Loop16 Identify What To Buy17 and prepare Procurement Documents18 (Bids, RFPs ... ) Two more plans: Execution Control19 and Continuous Improvement20 Finalize The Plans21, Get Approval22 and hold the Kickoff23
- 6. The Project Manager Acquires the Project Team1 and begins Executing the Plan2 which Completes the Product Scope3 Implements Changes and Corrective Action4 to the plan and Sends & Receives Information5 to communicate the changes Also Implements Approved Changes, Defect Repair and Preventive Maintenance6 as part of Continuous Improvement7, Following the Process8 in the plan The Project Manager Builds his team9 by Giving Recognition and Rewards10 during Progress Meetings11 Uses the Work Authorization System12 to Request Seller Responses13 and Selection14
- 7. The Project Manager Measures Against the Baseline1 according to the Management Plan2 to Determine Variances and Warranted Corrective Actions3 Scope Verification4 is done with the stakeholders to make sure that all that is needed is done and no more Perform Configuration Management5 The Recommended Corrective Actions6 are reviewed with the stakeholders for approval via the Integrated Change Control7 process where they are Approved8 The project manager conducts Risk Audits9, Manages Reserves10, Maintains Issues Logs11, Resolves Conflicts12 and Measures Team Performance13 (S)He also Reports on Project Performance14 and Forecasts15 The PM may also do Contract Administration16
- 8. The Project Manager Develops the Closing Procedures1, Closes the contracts2, Confirms that the Work is Done to Requirements3 and Gains Formal Acceptance of the Product4 Performs the Final Performance Reporting5 and Indexes and Archives the Records6 Updates the Lessons Learned Knowledge Base7, Hands off the Completed Product8 and Releases the resources9
- 9. I hope that you have found this helpful.