PM_Processes

Project Integration Management – Processes & activities required to ensure that the various elements of the project are properly coordinated to meet stakeholder expectations. Area Process Inputs Tools and Techniques Outputs / Deliverables Process Group Other Notes 4.1 Develop Project Charter which formally authorizes a project Contract SOW (includes business need, scope description, strategic plan) EEF OPA (templates, procedures) Business Case Expert judgment Project Charter Initiating 4.2 Identify Stakeholders Process of identifying all people or organizations impacted by the project. Project charter Procurement Document EEF OPA Project mgmt methodology PMIS Expert judgment Stakeholder Register Stakeholder Management Strategy. Initiating 4.2 Develop Project Management Plan that documents what is needed to define, prepare, integrate & coordinate all subsidiary plans Project Charter Output from planning processes EEF OPA Expert judgment Project management plan Planning 4.3 Direct & Manage Project Execution by executing the work defined in the project management plan to meet requirements defined in the scope statement Project management plan Approved change requests EEF OPA Expert Judgment Project Management Information System (PMIS) Deliverables Requested changes Work performance information (status, budget, % complete) Change Requests Project Mgt Plan updates Project Document Updates Executing 4.4Monitor & Control Project Work through the processes required to initiate, plan, execute & close a project to meet performance objectives defined in the project management plan Project management plan Performance report EEF OPA Expert judgment Change Requests Project Mgt Plan updates Project Document Updates Monitor & Control 4.5 Integrated Change Control by reviewing all change requests, approving changes & controlling changes to the deliverables & organizational process documents Project management plan Work performance information EEF OPA Expert judgment Change Control Meetings Change Request Status Project management plan (updates) Project document (updates) Monitor & Control 4.6 Close Project or Phase by finalizing all activities across all of the project process groups to formally close the project Project management plan OPA Accepted Deliverables Expert judgment Final product, service or result OPA (updates) Closing  Project Scope Management – Processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully; focus on what is and what is not included in the project Area Process Inputs Tools and Techniques Outputs / Deliverables Process Group Other Notes 5.1 Collect Requirement Project charter Stakeholder Register Interviews Focus Groups Facilitated workshops Group creativity techniques Group decision making techniques Questionnaires and Survey Observations Prototypes Requirement documentation Requirements management plan Requirement Traceability matrix Planning 5.2 Define Scope by developing a detailed project scope statement OPA Project charter Requirement documentation Product analysis Alternatives identification Expert judgment Facilitated workshops Project scope statement Project document (updates) Planning 5.3 Create Work Breakdown Structure (WBS) by subdividing the deliverables & work into smaller, more manageable components OPA Project scope statement Project documentation Decomposition WBS WBS dictionary Scope baseline Project document updates Planning 5.4 Verify Scope through formal acceptance of the completed project deliverables Project Management Plan Requirement Documentation Requirement Traceability Matrix Validated Deliverables Inspection Accepted deliverables Changes Request Project document updates. Monitor & Control 5.5 Control Scope by controlling changes to the project scope Project management plan Work performance information Requirement documentation Requirement traceability matrix OPA Variance analysis Change request Work Performance measurements OPA (updates) Project Management Plan (updates) Project document updates Monitor & Control  Project Time Management - Processes required to ensure timely completion of the project Area Process Inputs Tools and Techniques Outputs / Deliverables Process Group Other Notes 6.1 Define Activities by identifying the specific activities that must be performed to produce the various project deliverables Scope Baseline EEF OPA Decomposition Templates Rolling Wave planning Expert judgment Activity list Activity attributes Milestone list Planning 6.2 Sequence Activities by identifying and documenting dependencies among schedule activities Project scope statement Activity list Activity attributes Milestone list OPA Precedence diagramming method (PDM) Schedule network templates Dependency determination Applying leads and lags Project schedule network diagrams Project document updates Planning 6.3 Estimate Activity Resource through estimating the type & quantity of resources needed to complete each activity EEF OPA Activity list Activity attributes Resource Calendar Expert judgment Alternatives analysis Published estimating data Project management software Bottom-up estimating Activity resource requirements Resource breakdown structure Project Document updates Planning 6.4 Estimate Activity Duration by estimating the number of work periods which will be needed to complete individual activities EEF OPA Project scope statement Activity list Activity attributes Activity resource requirements Resource calendars Expert judgment Analogous estimating (use actual duration of similar activity from past) Parametric estimating (hours per meter) Three-point estimates (average of most likely, optimistic & pessimistic) Reserve analysis Activity duration estimates Project Document updates Planning 6.5 Develop Schedule by analyzing activity sequences, activity durations, and resource requirements to create the project schedule OPA Project scope statement Activity list Activity attributes Project schedule network diagrams Activity resource requirements Resource calendars Activity duration estimates EEF Schedule network analysis Critical path method Schedule compression What-if scenario analysis Resource leveling Critical chain method Adjusting leads and lags Scheduling tool Project schedule Schedule data Schedule baseline Project Document updates Planning 6.6 Control Schedule – controlling changes to the project schedule Project Schedule Project Mgt Plan OPA Work Performance Information What-if scenario analysis Resource leveling Adjusting leads and lags Performance Reviews Project management software Variance analysis Schedule comparison Scheduling tool Work Performance measurement Project management plan (updates) OPA updates Change request Project document updates. Monitor & Control  Project Cost Management – processes of planning and controlling costs so that the project can be completed within budget Area Process Inputs Tools and Techniques Outputs / Deliverables Process Group Other Notes 7.1 Estimate Cost through approximating the costs of the resources needed to complete project activities EEF OPA Scope Baseline Project Schedule Human Resource plan Risk Register Expert Judgment Analogous estimating Bottom-up estimating Parametric estimating Project management estimating software Three- point estimates Vendor bid analysis Reserve analysis Cost of quality Activity cost estimates Basis of Estimates Project document updates Planning 7.2 Determine Budget by aggregating estimated costs of individual activities or work packages to establish a cost baseline Activity cost estimates Basis of estimates Scope baseline Project Schedule Resource calendars Contracts OPA Cost aggregation Reserve analysis Expert Judgment Historical relationships Funding limit reconciliation Cost performance baseline Project funding requirements Project document updates Planning 7.3 Control Cost by influencing factors that create cost variances & controlling changes to the project budget Project management plan Project funding requirements Work Performance Information OPA Earned valve management Forecasting To-complete performance Index(TCPI) Performance Reviews Variance analysis Project Performance software. Work performance measurements Budget forecasts Change requests Organizational process assets (updates) Project management plan (updates) Project document updates Monitor & Control  Project Quality Management – processes to ensure that the project will satisfy the needs for which it was undertaken & implements the quality management system Area Process Inputs Tools and Techniques Outputs / Deliverables Process Group Other Notes 8.1 Plan Quality by identifying which quality standards are relevant to the project and determining how to satisfy them EEF OPA Scope baseline Cost performance baseline Schedule baseline Risk register Stakeholder register Cost-benefit analysis Benchmarking Design of experiments Cost of quality (COQ) Additional quality planning tools Control Charts Statistical sampling Flowcharting Proprietary quality management methodologies Quality management plan Quality metrics Quality checklists Process improvement plan (steps to analyze processes to identify waste & non-value added items Project document (updates) Planning 8.2 Perform Quality Assurance by employing activities to ensure the project employs all processes needed to meet requirements Project management plan Quality metrics Work performance information Quality control measurements Plan Quality and Perform quality control tools and techniques Quality audits Process analysis OPA updates Change requests Project management updates Project document updates Executing 8.3 Perform Quality Control by monitoring specific project results to determine if they comply with relevant quality standards and identifying ways to eliminate causes of unsatisfactory performance Project management plan Quality metrics Quality checklists OPA Work performance information Approved change requests Deliverables Cause and effect diagram Control charts Flowcharting Histogram Pareto chart Run chart Scatter diagram Statistical sampling Inspection Approved change requests review Quality control measurements Validated changes Project documents updates OPA updates Validated deliverables Project management plan (updates) Change Request Monitor & Control  Project Human Resource Management – process the organize & manage the project team Area Process Inputs Tools and Techniques Outputs / Deliverables Process Group Other Notes 9.1 Develop Human Resources Plan by identifying, documenting project roles, responsibilities & reporting relationships as well as creating the staffing management plan EEF (organizational, technical, interpersonal, logistical & political) OPA (templates, checklists) Activity resource requirements Organization charts and position descriptions (hierarchical charts, matrix charts, text formats) – responsibility assignment matrix (RAM) Networking Organizational theory Human Resource Plan Planning 9.2 Acquire Project Team by getting the human resources needed to complete the project EEF OPA Project management plan Pre-assignment Negotiation Acquisition Virtual teams Project staff assignments Resource Calendars Project management plan (updates) Executing 9.3 Develop Project Team by improving competencies & interactions to enhance project performance Project staff assignments Project management plan Resource Calendars Interpersonal skills Training Team-building activities Ground rules Co-location Recognition and rewards Team performance assessment includes 1) improvements in skills for individuals 2) improvements in competencies for the group as a whole 3) reduce staff turnover rate EEF updates Executing 9.4 Manage Project Team by tracking member performance, providing feedback, resolving issues and coordinating changes to enhance project performance OPA Project staff assignments Roles and responsibilities Project organizational charts Staffing management plan Team performance assessment Work performance information Performance reports Observation and conversation Project performance appraisals Conflict management Issue log Changes request OPA (updates) EEF updates Project management plan (updates) Executing  Project Communications Management – Processes required to ensure timely and appropriate generation, collection, dissemination, storage and ultimate disposition of project information; provide the critical links among people & information that are needed for successful communications Area Process Inputs Tools and Techniques Outputs / Deliverables Process Group Other Notes 10.1 Identify Stakeholders Project Charter Procurement documents EEF OPA Stakeholder analysis Expert Judgment Stakeholder Register Stakeholder Management strategy Initiating 10.2 Plan Communication by determining the information and communications needs of the stakeholders EEF OPA Stakeholder Register Stakeholder Management strategy Communications requirements analysis Communications technology Communications models Communications methods Communications management plan Project document updates Planning 10.3 Distribute Information through making needed information available to project stakeholders in a timely manner Project management plan Performance report OPA Communications methods Information distribution tools OPA updates Executing 10.4 Manage Stakeholders Expectations by managing communications to satisfy the requirements of, and resolve issues with, project stakeholders Stakeholder register Stakeholders Management Strategy Project Management plan Issue log Change log OPA Communications methods Interpersonal skills Management skills OPA updates Project management plans (updates) Change request Project document updates Executing 10.5 Report Performance by collecting and disseminating performance information including status reporting, progress measurement & forecasting Work performance information Work Performance measurements Budget forecast Project management plan (performance measurement baseline) OPA Variance analysis Forecasting methods Communication methods Reporting systems Performance reports Change Request OPA updates Monitor & Control  Project Risk Management – processes concerned with planning, identifying, analyzing and responding to project risk; objective is to increase the probability & impact of positive events and to decrease the probability and impact of adverse events Area Process Inputs Tools and Techniques Outputs / Deliverables Process Group Other Notes 11.1 Plan Risk Management Planning by deciding how to approach, plan & execute the risk management activities for a project EEF OPA Project scope statement Cost management plan Communications management plan Schedule management plan Planning Meetings and analysis Risk Management Plan Planning 11.2 Identify Risk by determining which risks might affect the project and documenting their characteristics Risk Management Plan Activity Cost Estimates Activity Duration estimates Scope baseline Stakeholder Register Cost management plan Quality management plan Schedule management plan Project document EEF OPA Documentation reviews Information gathering techniques Checklist analysis Assumptions analysis Diagramming techniques SWOT analysis Expert Judgment Risk register (includes list of risks, potential responses, root causes, and updated risk categories) Planning 11.3 Perform Qualitative Risk Analysis by prioritizing risks for further analysis or action by assessing & combining their probability of occurrence & impact OPA Project scope statement Risk management plan Risk register Risk probability and impact assessment Probability and impact matrix Risk data quality assessment Risk categorization Risk urgency assessment Expert Judgment Risk register (updates) Planning 11.4 Perform Quantitative Risk Analysis through numerically analyzing the effect on overall project objectives of identified risks Risk management plan Risk register Schedule management plan Cost management plan) OPA Data gathering and representation techniques Quantitative risk analysis and modeling techniques Expert Judgment Risk register (updates) Planning 11.5 Plan Risk Response by developing options & actions to enhance opportunities & reduce threats to project objectives Risk management plan Risk register Strategies for negative risk or threats (avoid, transfer or mitigate) Strategies for positive risks or opportunities (exploit, share or enhance) Contingency response strategy Expert Judgment Risk register (updates) Project management plan (updates) Risk-related contract decisions Project document updates Planning 11.6 Monitor and Control Risk by keeping track of identified risks, monitoring residual risks and identifying new risks, executing risk response plans and evaluating their effectiveness throughout the project life cycle Project management plan Risk register Work performance information Performance reports Risk reassessment Risk audits Variance and trend analysis Technical performance measurement Reserve analysis Status meetings Risk register (updates) Change Request OPA updates Project management plan (updates) Project document updates Monitor & Control   Project Procurement Management – processes required to acquire goods and services from outside the performing team; administering contractual obligations placed on the project team by the contract Area Process Inputs Tools and Techniques Outputs / Deliverables Process Group Other Notes 12.1 Plan Procurement Scope Baseline Requirement documentation Team agreements Risk register Risk-related contact decisions Activity resource requirements Project schedule Activity cost estimates Cost performance baseline EEF OPA Make or buy analysis Expert judgment Contract types Procurement management plan Procurement statements of work Make or buy decisions Change request Planning 12.2 Conduct Procurement Procurement management plan Procurement document Source selection criteria Qualified seller list Seller proposals Project document Make or Buy decisions Teaming agreements OPA Bidder conferences Proposal evaluation techniques Independent estimates Expert judgment Advertising Internet search Procurement negotiations Selected sellers Procurement contract award Resource calendars Change request Project management plan updates Project document updates Planning 12.3 Administer Procurements Procurement documents Procurement management plan Contract Performance reports Approved change request Work performance information Contract change control system Procurement performance reviews Inspections and audits Performance reporting Payment systems Claims administration Records management system Performance documentation OPA updates Change requests Project management plan updates Executing 12.4 Close Procurement Project Management plan Procurement documentation Procurement audits Negotiated settlement Record management systems Closed procurement OPA updates Executing