1.A Guide to Project Management

2. 6 Basic Principles to Project Management

Define the job in detail

Get the right people involved

Estimate the time and costs

Break the job down using the 40-hour rule

Establish a change procedure

Agree on acceptance criteria

3. Project Management Framework

Introduction

Project Management Context

Project Management Process

4. Introduction

What is a Project?

What is Project Management?

Relationship to Other Management Disciplines

Related Endeavors

5. What is a Project?

Performed by people

Constrained by limited resources

Planned, executed and controlled

6. What is Project Management?

Competing demands for:

• Scope

• Time

• Cost

• Risk

• Quality

Stakeholders with differing needs and expectations

Identified requirements

7. Relationship to Other Management Disciplines

Functional departments and supporting disciplines

Technical elements

Management specializations

Industry groups

8. Related Endeavors

Programs

Project portfolio management

Subprojects

9. Project Management Context

Project Phases and the Project Life Cycle

Project Stakeholders

Organizational Influences

Key General Management Skills

Social-Economic-Environmental Influences

10. Project Management Processes

Project Processes

Process Groups

Process Interaction

Customizing Process Interactions

Mapping of Project Management Processes

11. Mapping of Project Management Process

Contract Closeout

Solicitation

Source Selection

Contract Administration

Procurement Planning

Solicitation Planning

Project Procurement Management

Risk Monitoring and Control

Risk Management Planning

Risk Identification

Qualitative Risk Analysis

Quantitative Risk Analysis

Risk Response Planning

Risk Project Management

Administrative Closure

Performance Reporting

Information Distribution

Communications Planning

Project Communications Management

Team Development

Organizational Planning

Staff Acquisition

Project Human Resource Management

Quality Control

Quality Assurance

Quality Planning

Project Quality Management

Cost Control

Resource Planning

Cost Estimating

Cost Budgeting

Project Cost Management

Schedule Control

Activity Definition

Activity Sequencing

Activity Duration Estimating

Schedule Development

Project Time Management

Scope Verification

Scope Change Control

Scope Planning

Scope Definition

Initiation

Project Scope Management

Integrated Change Control

Project Plan Execution

Project Plan Development

Project Scope Management Closing Controlling Executing Planning Initiating Process Group Knowledge Area 12. Project Management Knowledge Areas

Project Integration Management

Project Scope Management

Project Time Management

Project Cost Management

Project Quality Management

Project Human Resource Management

Project Communications Management

Project Risk Management

Project Procurement Management

13. Project Integration Management

Project Plan Development

Project Plan Execution

Integrated Change Control

14. Project Plan Development

Inputs

• Other planning outputs

• Historical information

• Organizational policies

• Constraints

• Assumptions

Tools and Techniques

• Project planning methodology

• Stakeholders skills and knowledge

• Project management information systems (PMIS)

• Earned value management (EVM)

Outputs

• Project plan(s)

• Supporting detail

15. Project Plan Execution

Inputs

• Project plan

• Supporting detail

• Organizational policies

• Preventive action

• Corrective action

Tools and Techniques

• General management skills

• Product skills and knowledge

• Work authorization system

• Status review meetings

• Project management information system

• Organizational procedures

Outputs

• Work results

• Change requests

16. Integrated Change Control

Inputs

• Project plan

• Performance reports

• Change requests

Tools and Techniques

• Change control system

• Configuration management

• Performance measurement

• Additional planning

• Project management information system

Output

• Project plan updates

• Corrective action

• Lessons learned

17. Project Scope Management

Scope Initiation

Scope Planning

Scope Definition

Scope Verification

Scope Change Control

18. Scope Initiation

Inputs

• Product description

• Strategic plan

• Project selection criteria

Tools and Techniques

• Project selection methods

• Expert judgement

Outputs

• Project charter

• Project manager identified/assigned

• Constraints

• Assumptions

19. Scope Planning

Inputs

• Product description

• Project charter

• Constraints

• Assumptions

Tools and Techniques

• Product analysis

• Benefit/cost analysis

• Alternatives identification

• Expert judgement

Outputs

• Scope statement

• Supporting detail

• Scope management plan

20. Scope Definition

Inputs

• Scope statement

• Constraints

• Assumptions

• Other planning outputs

• Historical information

Tools and Techniques

• Work breakdown structure

• Decomposition

Outputs

• Work breakdown structure

• Scope statement updates

21. Scope Verification

Inputs

• Work results

• Product documentation

• Work breakdown structure

• Scope statement

• Project plan

Tools and Techniques

• Inspection

Outputs

• Formal acceptance

22. Scope Change Control

Inputs

• Work breakdown structure

• Performance reports

• Change requests

• Scope management plan

Tools and Techniques

• Scope change control system

• Performance measurement

• Additional planning

Outputs

• Scope changes

• Corrective action

• Lessons learned

• Adjusted baseline

23. Project Time Management

Activity Definition

Activity Sequencing

Activity Duration Estimating

Schedule Development

Schedule Control

24. Activity Definition

Inputs

• Work breakdown structure

• Scope statement

• Historical information

• Constraints

• Assumptions

• Expert judgement

Tools and Techniques

• Decomposition

• Templates

Outputs

• Activity list

• Supporting detail

• Work breakdown structure updates

25. Activity Sequencing

Inputs

• Activity list

• Product description

• Mandatory dependencies

• Discretionary dependencies

• External dependencies

• Milestones

Tools and Techniques

• Precedence diagramming methods (PDM)

• Arrow diagramming method (ADM)

• Conditional diagramming methods

• Network templates

Outputs

• Project network diagram

• Activity list updates

26. Activity Duration Estimating

Inputs

• Activity list

• Constraints

• Assumptions

• Resource requirements

• Resource capabilities

• Historical information

• Identified risks

Tools and Techniques

• Expert judgement

• Analogous estimating

• Quantitatively based durations

• Reserve time (contingency)

Outputs

• Activity duration estimates

• Basis of estimates

• Activity list updates

27. Schedule Development

Inputs

• Project network diagrams

• Activity duration estimates

• Resource requirements

• Resource pool description

• Calendars

• Constraints

• Assumptions

• Leads and lags

• Risk management plan

• Activity attributes

Tools and Techniques

• Mathematical analysis

• Duration compression

• Simulation

• Resource leveling heuristics

• Project management software

• Coding structure

Outputs

• Project schedule

• Supporting detail

• Schedule management plan

• Resource requirements updates

28. Schedule Control

Inputs

• Project schedule

• Performance reports

• Change requests

• Schedule management plan

Tools and Techniques

• Schedule change control system

• Performance measurement

• Additional planning

• Project management software

• Variance Analysis

Outputs

• Schedule updates

• Corrective action

• Lessons learned

29. Project Cost Management

Resource Planning

Cost Estimating

Cost Budgeting

Cost Control

30. Resource Planning

Inputs

• Work breakdown structure

• Historical information

• Scope statement

• Resource pool description

• Organization policies

• Activity duration estimates

Tools and Techniques

• Expert judgement

• Alternatives identification

• Project management software

Outputs

• Resource requirements

31. Cost Estimating

Inputs

• Work breakdown structure

• Resource requirements

• Resource rates

• Activity duration estimates

• Estimating publications

• Historical information

• Chart of accounts

• Risks

Tools and Techniques

• Analogous estimating

• Parametric modeling

• Bottom-up estimating

• Computerized tools

• Other cost estimating methods

Outputs

• Cost estimates

• Supporting detail

• Cost management plan

32. Cost Budgeting

Inputs

• Cost estimates

• Work breakdown structure

• Project schedule

• Risk management plan

Tools and Techniques

• Cost budgeting tools and techniques

Outputs

• Cost baseline

33. Cost Control

Inputs

• Cost baseline

• Performance reports

• Change requests

• Cost management plan

Tools and Techniques

• Cost change control system

• Performance measurement

• Earned value management (EVM)

• Additional planning

• Computerized tools

Outputs

• Revised cost estimates

• Budget updates

• Corrective action

• Estimate at completion

• Project closeout

• Lessons learned

34. Project Quality Management

Quality Planning

Quality Assurance

Quality Control

35. Quality Planning

Inputs

• Quality policy

• Scope statement

• Product description

• Standards and regulations

• Other process outputs

Tools and Techniques

• Benefit/cost analysis

• Benchmarking

• Flow-charting

• Design of experiments

• Cost of quality

Outputs

• Quality management plan

• Operational definitions

• Checklists

• Inputs to other processes

36. Quality Assurance

Inputs

• Quality management plan

• Results of quality control measurements

• Operations definitions

Tools and Techniques

• Quality planning tools and techniques

• Quality audits

Outputs

• Quality improvement

37. Quality Control

In puts

• Work results

• Quality management plan

• Operational definitions

• Checklists

Tools and Techniques

• Inspection

• Control charts

• Pareto Diagrams

• Statistical sampling

• Flow-charting

• Trend analysis

Outputs

• Quality improvements

• Acceptance decisions

• Rework

• Completed checklists

• Process adjustments

38. Project Human Resource Management

Organizational Planning

Staff Acquisition

Team Development

39. Organizational Planning

Inputs

• Project interfaces

• Staffing requirements

• Constraints

Tools and Techniques

• Templates

• Human resource practices

• Organizational theory

• Stakeholder analysis

Outputs

• Role and responsibilities assignments

• Staffing management plan

• Organization chart

• Supporting detail

40. Staff Acquisition

Inputs

• Staffing management plan

• Staffing pool description

• Recruitment practices

Tools and Techniques

• Negotiations

• Pre-assignment

• Procurement

Outputs

• Project staff assigned

• Project team directory

41. Team Development

Inputs

• Project staff

• Project plan

• Staffing management plan

• Performance reports

• External feedback

Tools and Techniques

• Team-building activities

• General management skills

• Reward and recognition systems

• Collocation

• Training

Outputs

• Performance improvements

• Input to performance appraisals

42. Project Communications Management

Communications Planning

Information Distribution

Performance Reporting

Administrative Closure

43. Communications Planning

Inputs

• Communications requirements

• Communications technology

• Constraints

• Assumptions

Tools and Techniques

• Stakeholder analysis

Outputs

• Communications management plan

44. Information Distribution

Inputs

• Work results

• Communications management plan

• Project plan

Tools and Techniques

• Communications skills

• Information retrieval systems

• Information distribution methods

Outputs

• Project records

• Project reports

• Project presentations

45. Performance Reporting

Inputs

• Project plan

• Work results

• Other project records

Tools and Techniques

• Performance reviews

• Variance analysis

• Trend analysis

• Earned value analysis

• Information distribution tools and techniques

Outputs

• Performance reports

• Change requests

46. Administrative Closure

Inputs

• Performance measurement documentation

• Product documentation

• Other project records

Tools and Techniques

• Performance reporting tools and techniques

• Project reports

• Project presentations

Outputs

• Project archives

• Project closure

• Lessons learned

47. Project Risk Management

Risk Management Planning

Risk Identification

Qualitative Risk Analysis

Quantitative Risk Analysis

Risk Response Planning

Risk Monitoring and Control

48. Risk Management Planning

Inputs

• Project charter

• Organizations risk management policies

• Defined roles and responsibilities

• Template for the organizations risk management plan

• Work breakdown structure

Tools and Techniques

• Planning meeting

Outputs

• Risk management plan

49. Risk Identification

Tools

• Risk management plan

• Project planning outputs

• Risk categories

• Historical information

Tools and techniques

• Documentation review

• Information-gathering techniques

• Checklists

• Assumptions analysis

• Diagramming techniques

Outputs

• Risks

• Triggers

• Inputs to other processes

50. Qualitative Risk Analysis

Inputs

• Risk management plan

• Identified risks

• Project status

• Project type

• Data precision

• Scales of probability and impact

• Assumptions

Tools and Techniques

• Risk probability and impact

• Probability/impact risk rating matrix

• Project assumptions testing

• Data precision ranking

Outputs

• Overall risk ranking for the project

• List of prioritized risks

• List of risk for additional analysis and management

• Trends in qualitative risk analysis results

51. Quantitative Risk Analysis

Inputs

• Risk management plan

• Identified risks

• List of prioritized risks

• List of risks for additional analysis and management

• Historical information

• Expert judgement

• Other planning outputs

Tools and Techniques

• Interviewing

• Sensitivity analysis

• Decision tree analysis

• Simulation

Outputs

• Prioritized list of quantified risks

• Probabilistic analysis of the project

• Probability of achieving the cost and time objectives

• Trends in quantitative risk analysis results

52. Risk Response Planning

Inputs

• Risk management plan

• List of prioritized risks

• Risk ranking of the project

• Prioritized list of quantified risks

• Probabilistic analysis of the project

• Probability of achieving the cost and time objectives

• List of potential responses

• Risk thresholds

• Risk owners

• Common risk causes

• Trends in qualitative and quantitative risk analysis results

Tools and Techniques

• Avoidance

• Transference

• Mitigation

• Acceptance

Outputs

• Risk response plan

• Residual risks

• Secondary risks

• Contractual agreements

• Contingency reserve amounts needed

• Inputs to other processes

• Inputs to a revised project plan

53. Risk Monitoring and Control

Inputs

• Risk management plan

• Risk response plan

• Project communication

• Additional risk identification and analysis

• Scope changes

Tools and Techniques

• Project risk response audits

• Periodic project risk reviews

• Earned value analysis

• Technical performance measurement

• Additional risk response planning

Outputs

• Workaround plans

• Corrective action

• Project change requests

• Updates to the risk response plan

• Risk Database

• Updates to risk identification checklists

54. Project Procurement Management

Procurement Planning

Solicitation Planning

Solicitation

Source Selection

Contract Administration

Contract Closeout

55. Procurement Planning

Inputs

• Scope statement

• Product description

• Procurement resources

• Market conditions

• Other planning outputs

• Constraints

• Assumptions

Tools and Techniques

• Make-or-buy analysis Expert judgement

• Contract type selection

Outputs

• Procurement management plan

• Statement(s) of work

56. Solicitation Planning

Inputs

• Procurement management plan

• Statement(s) of work

• Other planning outputs

Tools and Techniques

• Standard forms

• Expert judgement

Outputs

• Procurement documents

• Evaluation criteria

• Statement of work updates

57. Solicitation

Inputs

• Procurement documents

• Qualified seller lists

Tools and Techniques

• Bidder conferences

• Advertising

Outputs

• Proposals

58. Source Selection

Inputs

• Proposals

• Evaluation criteria

• Organizational policies

Tools and Techniques

• Contract negotiation

• Weighting system

• Screening system

• Independent estimates

Outputs

• Contract

59. Contract Administration

Inputs

• Contract

• Work results

• Change requests

• Seller invoices

Tools and Techniques

• Contract change control system

• Performance reporting

• Payment system

Outputs

• Correspondence

• Contract changes

• Payment requests

60. Contract Closeout

Inputs

• Contract documentation

Tools and Techniques

• Procurement audits

Outputs

• Contract file

• Formal acceptance and closure