01. PMBOK Overview

8/2/2019 01. PMBOK Overview

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Introduction toIntroduction to

Project ManagementProject ManagementPMBOK Guide 2004

John H. Cable, R.A., PMPCopyright 2006, All rights reserved.


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Isnt this a great day to studyIsnt this a great day to studyProject Management!Project Management!


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PMBOK Guide

A guide to the

Project Management Body of KnowledgeProject Management Body of Knowledge

Fourth Edition, 2004


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PMBOK Discussion GroupsPMBOK Discussion Groups

1. Context

2. Processes

3. Knowledge

Areas

Project Life Cycles

Stakeholders

Organizational Influences

General Management Styles

Socioeconomic Influences

Initiating Planning

Executing

Controlling

Closing

Human Resour

ces, Communications,

Risk, &

Procurement

Integration Scope,

Time,

Cost,

Quality,


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1. Context1. Context

Project Life Cycles

Stakeholders


General Management

Styles


1.1. ContextContext

2. Processes

3. Knowledge Areas


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Project Life CyclesProject Life Cycles

Define technical work + who

should be involved

Share common characteristics

Staff level profile

Probability profile

Ability to influence profile

Project Life

Cycles

Stakeholders Organizational

Influences

General

Management

Styles

Socioeconomic

Influences


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Staffing Level ProfileStaffing Level Profile

Low at the start

Build to highest in the 50% -

90% complete stages

Drop rapidly toward the close

Project Life

Cycles


Influences

General

Management

Styles

Socioeconomic

Influences


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Probability ProfileProbability Profile

Beginning

Successful competition lowest

Uncertainty highest

Risk diminishes as completion% goes up

Project Life

Cycles


Influences

General

Management

Styles

Socioeconomic

Influences


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Project Life CyclesProject Life Cycles

1. Initiation

(Feasibility)

2. Definition(Planning & Design)

3. Execution

(Production /Construction)4. Closeout / Operate

Project Life

Cycles


Influences

General

Management

Styles

Socioeconomic

Influences


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Process OverlapsProcess Overlaps


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Generic Life CycleGeneric Life Cycle


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Ability to InfluenceAbility to Influence

Project Life

Cycles


Influences

General

Management

Styles

Socioeconomic

Influences


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Life CycleLife Cycle

Tool for measuring project completion as a

function of schedule or budget (time or

resources)

Must understand projects life cycle

PMs focus shifts at different stages

Could make wrong decisions if not understood

(resource allocation, potential schedule delays)

Understand WIP (work-in-place)


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TypicalS ShapeTypicalS Shape


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CShape (Software)CShape (Software)


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Project Life CycleProject Life Cycle

Maximize ability to influence project

Tool for measuring progress

Framework for in-progress decisions

Road map for focus


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Who are the Stakeholders?Who are the Stakeholders?

Project Life

Cycles


Influences

General

Management

Styles

Socioeconomic

Influences


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StakeholdersStakeholders

Individuals and organizations whose

interests may be affected as a resultof project execution.

Often have competing interests or

objectives

Differences should be resolved in

favor of CUSTOMER

Project Life

Cycles


Influences

General

Management

Styles

Socioeconomic

Influences


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Organizational InfluencesOrganizational Influences

Systems

Management systems support / dontsupport project management

Cultures & Styles

Shared values, norms, beliefs, and

expectations

Structures

Functional, matrix, to projectized

Project Life

Cycles


Influences

General

Management

Styles

Socioeconomic

Influences


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General ManagementGeneral Management

SkillsSkills Provide foundation for developing

project management skills

Highly likely to affect most projects: Leading

Communicating

Negotiating Problem solving

Influencing the organization

Project Life

Cycles

S

takeholders Organizational

Influences

General

Management

Styles

Socioeconomic

Influences


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LeadingLeading

Leading and managing both essential

Managing ~ consistently producing

key results expected by stakeholders

Leading:

Establishing direction

Aligning people

Motivating & inspiring

Project Life

Cycles

S

takeholders Organizational

Influences

General

Management

Styles

Socioeconomic

Influences


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CommunicatingCommunicating Involves exchange of information

Sender:responsible for making clear,unambiguous, and complete

Receiver:

responsible for making sureinformation received in itsentirety and understood correctly

Project Life

Cycles

Stakeholders

Organizational

Influences

General

Management

Styles

Socioeconomic

Influences


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NegotiatingNegotiating

Conferring with others in order to

come to terms or reach agreement

Negotiate directly or with assistance

Mediation

Arbitration

Project Life

Cycles

Stakeholders

Organizational

Influences

General

Management

Styles

Socioeconomic

Influences


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Problem Solving CombinesProblem Solving Combines

Problem definition

Distinguish between cause & symptom

Internal or external

Technical, managerial, interpersonal

Decision making

Identify viable solutions Make choice

Implement

Project Life

Cycles

Stakeholders

Organizational

Influences

General

Management

Styles

Socioeconomic

Influences


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Influencing theInfluencing the

OrganizationOrganization

Ability to get things done

Understand formal and informal

structures

Understand mechanics of power and

politics

Project Life

Cycles

Stakeholders

Organizational

Influences

General

Management

Styles

Socioeconomic

Influences


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Socioeconomic InfluencesSocioeconomic Influences

Wide range of elements

Understand current conditions / trends Some include:

Standards & Regulations

International events Cultural influences

Project Life

Cycles

Stakeholders

Organizational

Influences

General

Management

Styles

Socioeconomic

Influences


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SummarySummary -- 1. Context1. Context

Project Life Cycles

Stakeholders


General Management

Styles


1. Context

2. Processes

3. Knowledge Areas


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PMBOK DiscussionPMBOK Discussion

GroupsGroups

1. Context

2.2. ProcessesProcesses

3. Knowledge Areas


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Key UnderstandingKey Understanding

Project management is an

integrative endeavor.

Action, or failure to take action,

in one area usually affects other

areas.

PM as a number of interlinked

processes ~ a system!

1. Context

2. Processes

3. Knowledge

Areas


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2 Major Categories2 Major Categories

Project Management Processes

Concerned with describing / organizing

the work of the project. Product-oriented Processes

Concerned with specifying and creating

the project product.

Overlap and interact throughout the

project closely intertwined.


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PM Process GroupsPM Process Groups

Initiating

Planning

Executing

Controlling, and

Closing

1. Context

2. Processes

3. Knowledge Areas


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Links Among ProcessesLinks Among Processes

1. Context

2. Processes

3. Knowledge

Areas

Initiating Planning

Controlling Executing

Closing


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Process OverlapsProcess Overlaps


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Initiating ProcessesInitiating Processes

Committing the organization to

do, and begin, the project orphase.The Initiating Process

Group includes:

.1Develop Project Charter

.2 Develop Preliminary Project

Scope Statement

Initiating

Planning

Executing

Controlling

Closing


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Planning ProcessesPlanning Processes

Devising and maintaining a

workable scheme to accomplish the

business need that the project was

undertaken to address.

Initiating

PlanningPlanning

Executing

Controlling

Closing


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Planning Processes1

Planning Processes1

1. Develop Project Management Plan

2. Scope Planning

3. Scope Definition4. Create Work Breakdown Structure

5. Activity Definition

6. Activity Sequencing

7. Activity Resource Estimating8. Activity Duration Estimating

9. Schedule Development

10. Cost Estimating

Initiating

PlanningPlanning

Executing

Controlling

Closing


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Planning Processes 2Planning Processes 211. Cost Budgeting

12. Quality Planning

13. Human Resource Planning14. Communication Planning

15. Risk Management Planning

16. Risk Identification

17. Qualitative Risk Analysis

18. Quantitative Risk Analysis19. Risk Response Planning

20. Plan Purchases and Acquisitions

21. Plan Contrtacting

Initiating

PlanningPlanning

Executing

Controlling

Closing


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Facilitating ProcessesFacilitating Processes

Organizational planning

Quality planning

Staff acquisition

Communications planning

Risk identification, quantification, and

response development

Procurement planning

Solicitation planning

Initiating

PlanningPlanning

Executing

Controlling

Closing


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Executing ProcessesExecuting Processes

Coordinating people and other

resources to carry out the

project plan.

Initiating

Planning

ExecutingExecuting

Controlling

Closing


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Executing ProcessesExecuting Processes

1. Direct & Manage Project Execution

2. Perform Quality Assurance

3. Acquire Project Team

4. Develop Project Team

5. InformationDistribution

6. Request Seller Responses

7. Select Sellers

Initiating

Planning

ExecutingExecuting

Controlling

Closing


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Controlling ProcessesControlling Processes

Ensuring that project objectives

are met by monitoring and

measuring progress and taking

corrective action when

necessary.

Initiating

Planning

Executing

ControllingControlling

Closing


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Controlling ProcessesControlling Processes1. Monitor & Control Project Work

2. Integrated Change Control

3. Scope Verification

4. Scope control5. Schedule control

6. Cost Control

7. Perform Quality Control

8. Manage Project Team

9. Performance reporting

10. Manage Stakeholders

11. Risk Monitoring & Control

12. Contract Administration

Initiating

Planning

Executing

ControllingControlling

Closing


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Closing ProcessesClosing Processes

Formalizing acceptance and

bringing the project to an orderly

end.

1. Close Project (Administrative

closure)

2. Contract close-out

Initiating

Planning

Executing

Controlling

ClosingClosing


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SummarySummary 2. Processes2. Processes

A series of actions bringing

about a result PMBOK PM is about integrating systems

and subsystems

5 typical process phases Initiating, Planning, Executing,

Controlling, and Closing

1. Context


3. Knowledge Areas


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GroupsGroups

1. Context

2. Processes

3.3. Knowledge AreasKnowledge Areas


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3. Knowledge Areas3. Knowledge Areas

1. Integration

2. Scope,3. Time,

4. Cost,

5. Quality,

6. Human

Resources,7. Communications,

8. Risk, &

9. Procurement


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1. Project Integration1. Project Integration

ManagementManagement

Includes the processes required to

ensure that the various elements ofthe project are properly

coordinated.

1.1. IntegrationIntegration

2. Scope,

3. Time,

4. Cost,

5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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1. Project Integration1. Project Integration

ManagementManagement1. Develop Project Charter

2. Develop Preliminary Project Scope

Statement3. Develop Project Management plan

4. Direct & Manage Project Execution

5. Monitor & Control Project Work6. Integrated Change Control

7. Close Project


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2. ProjectScope Management2. ProjectScope Management

Includes processes to ensure

project includes all the work

required, and only the work

required, to complete the project

successfully.

1. Integration

2.2. ScopeScope,,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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2. ProjectScope Management2. ProjectScope Management

1. Scope Planning

2. Scope Definition3. Create WBS

4. Scope Verification

5. Scope Control

1. Integration

2.2. ScopeScope,,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Scope StatementScope Statement

Provides documented basis for

making future decisions +

developing common understanding

among stakeholders

1. Integration

2.2. Scope,Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Scope Statement IncludesScope Statement Includes Project justification business need

project was undertaken to address

Product summary description Deliverables summary level sub-

products

Objectives quantifiable criteria that

must be met for successful project Supporting detail

1. Integration

2.2. Scope,Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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3. ProjectTime Management3. ProjectTime Management

1. Activity Definition

2. Activity Sequencing3. Activity Resource Estimating

4. Activity Duration Estimating

5. Schedule Development6. Schedule Control

1. Integration

2. Scope,

3.3. Time,Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Time Mgt. ToolsTime Mgt. Tools

Precedence diagramming method

(PDM) Arrow method (ADM)

Conditional method (GERT)Graphical Evaluation Review Technique

Network method

1. Integration

2. Scope,

3.3. Time,Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Schedule DisplaysSchedule Displays Network diagrams

Bar charts ~Gantt charts

Milestone charts

Time-scaled network diagrams

1. Integration

2. Scope,

3.3. Time,Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Schedule ControlSchedule Control Does anyone control a schedule?

The very best is:

advance planning,

anticipation,

contingency planning,

risk management

experience

1. Integration

2. Scope,

3.3. Time,Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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4. Project Cost Management4. Project Cost Management

Includes processes required to

ensure project completion

within approved budget.

1. Cost Estimating

2. Cost Budgeting

3. Cost Control

1. Integration

2. Scope,

3. Time,

4.4. Cost,Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Cost EstimatingCost Estimating Involves developing an approximation

of the costs of the needed resources.

Order of magnitude

Conceptual

Preliminary

Definitive Control

1. Integration

2. Scope,

3. Time,


6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Cost ~ PriceCost ~ Price Cost estimating ~ quantitative

assessment of likely cost

Pricing ~ a business decision.

How much to charge!

1. Integration

2. Scope,

3. Time,


6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Cost BudgetingCost BudgetingInvolves allocating the overall

cost to individual work items to

establish a cost baseline formeasuring performance.

1. Integration

2. Scope,

3. Time,


6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Cost ControlCost Control Influencing factors which create

change

Determining that the cost baseline haschanged

Managing the actual changes

Monitoring cost performance Ensuring accurate recording

Prevent including incorrect charges

1. Integration

2. Scope,

3. Time,


6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Cash Flow / Cost BaselineCash Flow / Cost Baseline


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5. Project Quality Management5. Project Quality Management

Processes required to ensure

project will satisfy its intendedpurpose. Includes:

1. Quality Planning

2. Perform Quality Assurance3. Perform Quality Control

1. Integration

2. Scope,

3. Time,

4. Cost,5.5. QualityQuality,,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Quality PlanningQuality PlanningQuality is planned in, not inspected in.

Quality is the way you perform

Customer satisfaction includes

conformance to specifications and

fitness for use

Prevention over inspection cost of

avoiding < cost of correcting

1. Integration

2. Scope,

3. Time,


6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Quality AssuranceQuality Assurance

All the planned and systematic

activities implemented within thequality system. May be provided

to:

Project team

Performing organization

Customer

1. Integration

2. Scope,

3. Time,


6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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Quality ControlQuality Control

Involves monitoring specific results to

determine compliance. Includes:

Inspection

Control charts

Pareto diagrams

Statistical sampling

Flowcharting

Trend analysis

1. Integration

2. Scope,

3. Time,


6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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6. Project Human Resource6. Project Human Resource

ManagementManagementProcesses required to make themost effective use of people

involved with the project -including stakeholders.

1. Human Resource Planning

2.Acquire Project

T

eam3. Develop Project Team

4. Manage Project Team

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6.6. Human ResourcesHuman Resources,

7. Communications,

8. Risk, &

9. Procurement


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1. Human Resource Planning1. Human Resource Planning

Involves identifying,

documenting, and assigning

project roles, responsibilities, andreporting relationships. Outputs:

Roles & responsibility

assignments Staffing plan

Organization chart

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,


7. Communications,

8. Risk, &

9. Procurement


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2. Acquire ProjectT

eam2. Acquire ProjectT

eam

Involves obtaining the neededhuman resources.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,


7. Communications,

8. Risk, &

9. Procurement


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3. Develop Project

Team

3. Develop Project

Team

Foundation of a successful

project

Provide opportunity for growth

Complicated when members are

responsible to both the team and

functional managers.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,


7. Communications,

8. Risk, &

9. Procurement


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4. Manage ProjectT

eam4. Manage ProjectT

eam Tracking member performance

Providing immediate feedback

Resolving conflicts and issues

Reward and recognition system

that reinforces the desired

behavior

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,


7. Communications,

8. Risk, &

9. Procurement


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Project Communications Mgt.Project Communications Mgt.Processes to ensure timely and

appropriate generation, collection,

dissemination of projectinformation. Includes:

1. Communications Planning

2. Information Distribution

3. Performance Reporting

4. Manage Stakeholders

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7.7. Communications,Communications,

8. Risk, &

9. Procurement


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1. Communications Planning1. Communications Planning

Determining information needs

of the stakeholders; who needs

what, when, and how it will be

delivered.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,


8. Risk, &

9. Procurement


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2. Information Distribution2. Information DistributionMaking needed information

available in a timely manner.

Includes implementing the

communications plan and

responding to unexpected

requests.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,


8. Risk, &

9. Procurement


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3. Performance Reporting3. Performance Reporting

Collecting and disseminating

project performance information

to provide the team andstakeholders status, progress, and

forecast information.

Tools include; performance reviews,variance and trend analysis, and

earned value analysis.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,


8. Risk, &

9. Procurement


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4. ManageS

takeholders4. ManageS

takeholdersInvolves managing

communications at all levels to

satisfy the requirements of and

resolve issues with project

stakeholders.

Information flow should beintegral with business processes.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,


8. Risk, &

9. Procurement


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Project Risk ManagementProject Risk ManagementProcesses concerned withidentifying, analyzing, andresponding to project risk.

1. Risk Management Planning

2. Risk Identification

3. Qualitative Risk Analysis

4. Quantitative Risk Analysis5. Risk Response Planning

6. Risk Monitoring & Control

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8.8. RiskRisk, &

9. Procurement


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1. Risk Management Planning1. Risk Management Planning

Deciding how to approach,

plan, and execute the risk

management activities for aproject.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8.8. RiskRisk, &

9. Procurement


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2. Risk Identification2. Risk IdentificationDetermining which risks

might affect the project and

documenting their

characteristics

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8.8. RiskRisk, &

9. Procurement


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4. Quantitative Risk Analysis4. Quantitative Risk AnalysisNumerically analyzing the

effect on overall project

objectives of identified risks.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8.8. RiskRisk, &

9. Procurement


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5. Risk Response Planning5. Risk Response Planning

Developing options and actions

to enhance opportunities, and to

reduce threats to projectobjectives

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8.8. RiskRisk, &

9. Procurement


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6. Risk Monitoring & Control6. Risk Monitoring & ControlTracking identified risks,

monitoring residual risks,

identifying new risks, executingrisk response plans, and

evaluating their effectiveness

throughout the project lifecycle.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8.8. RiskRisk, &

9. Procurement


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CommonS

ources of RiskCommonS

ources of Risk Changes in requirements

Design errors and omissions

Misunderstandings

Poorly defined/understood roles

and responsibilities

Poor estimates

Insufficiently skilled staff

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9. Procurement


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ProjectProjectProcurementProcurementManagementManagement

Processes required to acquire goods

and services.

1. Plan Purchases & Acquisitions

2. Plan Contracting

3. Request Seller Responses

4. Select Sellers

5. Contract Administration

6. Contract Closure

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &

9.9. ProcurementProcurement


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1. Plan Purchases & Acquisitions1. Plan Purchases & Acquisitions

Determining what to purchase

or acquire and determining

when and how.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &



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2. Plan Contracting2. Plan Contracting

Documenting products,

services, and results

requirements and identifying

potential sellers.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &



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3. RequestSeller Responses3. RequestSeller Responses

Obtaining information,

quotations, bids, offers, or

proposals, as appropriate.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &



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4. SelectSellers4. SelectSellers

Reviewing offers, choosing

among potential sellers, and

negotiating a written contract

with each seller.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &



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5. Contract Administration5. Contract Administration

Managing the contracts and

relationships between buyer

and sellers.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &



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6. Contract Closure6. Contract Closure

Completing and settling each

contract, including resolution of

any open items, and closing

each contract applicable to the

project or phase.

1. Integration

2. Scope,

3. Time,

4. Cost,5. Quality,

6. Human Resources,

7. Communications,

8. Risk, &



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GroupsGroups

1.1. ContextContext


3.3. Knowledge AreasKnowledge Areas


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1. Context1. Context

Project Life Cycles

Stakeholders Organizational Influences

General Management

Styles


1. Context

2. Processes

3. Knowledge Areas


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2. PM Process Groups2. PM Process Groups

Initiating

Planning Executing

Controlling, and

Closing

1. Context

2. Processes

3. Knowledge Areas


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3. Knowledge Areas3. Knowledge Areas

1. Integration

2. Scope,3. Time,

4. Cost,

5. Quality,

6. Human

Resources,7. Communications,

8. Risk, &

9. Procurement

1. Context

2. Processes

3. Knowledge Areas


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Questions?Questions?

Date post:	06-Apr-2018
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01. PMBOK Overview

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