starpmo pmp prep guide (1)
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PMP GuideTRANSCRIPT
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Pa
ge0
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Introduction: Please read the following introductory note about Project Management and
PMP Certification. After that you will have a single page
answer and bring with you to the class room session on Day
that you are NOT expected to read anything else as a preparation for the class.
What should you: Read the note and answer all the questions at the end of note. After that,
bring that last page with your answers to the class room and subm
mandatory activity for the class room (Remember to write your full name on the page).
Short note on Project Management
Project management is the process and activity of planning, organizing, motivating, and
controlling resources, procedures and protocols to achieve specific goals in scientific or daily
problems. A project is a temporary endeavor designed to produce a unique product, service
or result with a defined beginning and end (usually time
by funding or deliverables), undertaken to meet unique goals and objectives, typically to
bring about beneficial change or added value. The temporary nature of projects stands in
contrast with business as usual (or operations), which are repetitive, pe
permanent functional activities to produce products or services. In practice, the management
of these two systems is often quite different, and as such requires the development of
distinct technical skills and management strategies.
The primary challenge of project management is to achieve all of the project goals
and objectives while honoring the preconceived constraints. The primary constraints are
scope, time, quality and budget. The secondary
optimize the allocation of necessary inputs and integrate them to meet pre
objectives. As a discipline, project management developed from several fields of application
including civil construction, engineering, and heavy defense activity. Two forefather
project management are Henry Gantt, called the father of planning and control techniques,
who is famous for his use of the Gantt chart as a project management tool and Henri Fayol
for his creation of the five management functions that form the foundat
knowledge associated with project and program management.
While project management was always there from the time humans have existed on
the planet, the 1950s marked the beginning of modern project management era where core
engineering fields come together to work as one. Project management became recognized
as a distinct discipline arising from the management discipline with engineering model.
The International Project Management Association (IPMA) was founded in Europe in
1967, as a federation of several national project management associations. IPMA maintains
its federal structure today and now includes member associations on every continent except
Antarctica. IPMA offers a Four Level Certification program based on the IPMA Competence
Baseline (ICB).
About Project Management Institute (PMI)
In 1969, the Project Management Institute
Guide to the Project Management Body of Knowledge (PMBOK Guide), which describes
project management practices th
also offers multiple certifications. Project Management Professional (PMP) is one of the most
popular certifications from PMI and has become the most well recognized mark of a
professional in project management.
Types of Project Management
There are a number of approaches to managing project activities including lean, iterative,
incremental, and phased approaches. Regardless of the methodology employed, careful
consideration must be given to the overal
the roles and responsibilities of all participants and stakeholders.
Please read the following introductory note about Project Management and
. After that you will have a single page with 10 questions which you need to
and bring with you to the class room session on Day-1 of PMP Tra
that you are NOT expected to read anything else as a preparation for the class.
Read the note and answer all the questions at the end of note. After that,
bring that last page with your answers to the class room and submit to the Instructor. This is
mandatory activity for the class room (Remember to write your full name on the page).
Short note on Project Management
Project management is the process and activity of planning, organizing, motivating, and
es, procedures and protocols to achieve specific goals in scientific or daily
problems. A project is a temporary endeavor designed to produce a unique product, service
or result with a defined beginning and end (usually time-constrained, and often constrai
by funding or deliverables), undertaken to meet unique goals and objectives, typically to
bring about beneficial change or added value. The temporary nature of projects stands in
contrast with business as usual (or operations), which are repetitive, pe
permanent functional activities to produce products or services. In practice, the management
of these two systems is often quite different, and as such requires the development of
distinct technical skills and management strategies.
imary challenge of project management is to achieve all of the project goals
and objectives while honoring the preconceived constraints. The primary constraints are
scope, time, quality and budget. The secondary — and more ambitious
ize the allocation of necessary inputs and integrate them to meet pre
objectives. As a discipline, project management developed from several fields of application
including civil construction, engineering, and heavy defense activity. Two forefather
project management are Henry Gantt, called the father of planning and control techniques,
who is famous for his use of the Gantt chart as a project management tool and Henri Fayol
for his creation of the five management functions that form the foundat
knowledge associated with project and program management.
While project management was always there from the time humans have existed on
the planet, the 1950s marked the beginning of modern project management era where core
ields come together to work as one. Project management became recognized
as a distinct discipline arising from the management discipline with engineering model.
The International Project Management Association (IPMA) was founded in Europe in
eration of several national project management associations. IPMA maintains
its federal structure today and now includes member associations on every continent except
Antarctica. IPMA offers a Four Level Certification program based on the IPMA Competence
About Project Management Institute (PMI)
In 1969, the Project Management Institute (PMI) was formed in the USA.
Guide to the Project Management Body of Knowledge (PMBOK Guide), which describes
project management practices that are common to "most projects, most of the time." PMI
also offers multiple certifications. Project Management Professional (PMP) is one of the most
popular certifications from PMI and has become the most well recognized mark of a
management.
Types of Project Management
There are a number of approaches to managing project activities including lean, iterative,
incremental, and phased approaches. Regardless of the methodology employed, careful
consideration must be given to the overall project objectives, timeline, and cost, as well as
the roles and responsibilities of all participants and stakeholders.
Pa
ge1
Please read the following introductory note about Project Management and
with 10 questions which you need to
1 of PMP Training. Please note
that you are NOT expected to read anything else as a preparation for the class.
Read the note and answer all the questions at the end of note. After that,
it to the Instructor. This is
mandatory activity for the class room (Remember to write your full name on the page).
Project management is the process and activity of planning, organizing, motivating, and
es, procedures and protocols to achieve specific goals in scientific or daily
problems. A project is a temporary endeavor designed to produce a unique product, service
constrained, and often constrained
by funding or deliverables), undertaken to meet unique goals and objectives, typically to
bring about beneficial change or added value. The temporary nature of projects stands in
contrast with business as usual (or operations), which are repetitive, permanent, or semi-
permanent functional activities to produce products or services. In practice, the management
of these two systems is often quite different, and as such requires the development of
imary challenge of project management is to achieve all of the project goals
and objectives while honoring the preconceived constraints. The primary constraints are
and more ambitious — challenge is to
ize the allocation of necessary inputs and integrate them to meet pre-defined
objectives. As a discipline, project management developed from several fields of application
including civil construction, engineering, and heavy defense activity. Two forefathers of
project management are Henry Gantt, called the father of planning and control techniques,
who is famous for his use of the Gantt chart as a project management tool and Henri Fayol
for his creation of the five management functions that form the foundation of the body of
While project management was always there from the time humans have existed on
the planet, the 1950s marked the beginning of modern project management era where core
ields come together to work as one. Project management became recognized
as a distinct discipline arising from the management discipline with engineering model.
The International Project Management Association (IPMA) was founded in Europe in
eration of several national project management associations. IPMA maintains
its federal structure today and now includes member associations on every continent except
Antarctica. IPMA offers a Four Level Certification program based on the IPMA Competence
(PMI) was formed in the USA. PMI publishes A
Guide to the Project Management Body of Knowledge (PMBOK Guide), which describes
at are common to "most projects, most of the time." PMI
also offers multiple certifications. Project Management Professional (PMP) is one of the most
popular certifications from PMI and has become the most well recognized mark of a
There are a number of approaches to managing project activities including lean, iterative,
incremental, and phased approaches. Regardless of the methodology employed, careful
l project objectives, timeline, and cost, as well as
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The traditional approach
A traditional phased approach identifies a sequence of steps to be completed. In the
"traditional approach", five developmental components of a project can be distinguished
(four stages plus control):
Typical development phases of an engineering project
1. initiation
2. planning and design
3. execution and construction
4. monitoring and controlling systems
5. completion
Not all projects will have every stage, as projects can be terminated before they reach
completion. Some projects do not follow a structured planning and/or monitoring process.
And some projects will go through steps 2, 3 and 4 multiple times. M
variations of these project stages. For example, when working on a brick
and construction, projects will typically progress through stages like pre
design, schematic design, design development, cons
documents), and construction administration.
PRINCE2
PRINCE2 is a structured approach to project management released in 1996 as a generic
project management method. It combines the original PROMPT methodology (which evolved
into the PRINCE methodology) with IBM's MITP (managing the implementation of the total
project) methodology. PRINCE2 provides a method for managing projects within a clearly
defined framework.
PRINCE2 provides a common language for all participants in the
framework of PRINCE2 – its roles and responsibilities
tailoring to suit the complexity of the project and skills of the organization.
Process-based management
The incorporation of process
models such as the CMMI and ISO/IEC15504 (SPICE
capability estimation).
Agile project management
Agile project management approaches, based on the principles of human interac
management, are founded on a process view of human collaboration. It is "most typically
used in software, website, technology, creative and marketing industries." This contrasts
sharply with the traditional approach. In the agile software development
development approach, the project is seen as a series of relatively small tasks conceived
and executed to conclusion as the situation demands in an adaptive manner, rather than as
a completely pre-planned process.
Project managers
A project manager is a professional in the field of project management. Project managers
can have the responsibility of the planning, execution, and closing of any project, typically
relating to construction industry, engineering, architecture, computing, and
telecommunications. Many other fields in production engineering and design engineering
and heavy industrial have project managers.
A project manager is the person accountable for accomplishing the stated project
objectives. Key project management responsib
project objectives, building the project requirements, and managing the triple constraint for
projects, which is cost, time, and scope. A project manager is often a client representative
and has to determine and implement the exact needs of the client, based on knowledge of
A traditional phased approach identifies a sequence of steps to be completed. In the
five developmental components of a project can be distinguished
Typical development phases of an engineering project
execution and construction
monitoring and controlling systems
Not all projects will have every stage, as projects can be terminated before they reach
completion. Some projects do not follow a structured planning and/or monitoring process.
And some projects will go through steps 2, 3 and 4 multiple times. M
variations of these project stages. For example, when working on a brick-
and construction, projects will typically progress through stages like pre-planning, conceptual
design, schematic design, design development, construction drawings (or contract
documents), and construction administration.
PRINCE2 is a structured approach to project management released in 1996 as a generic
project management method. It combines the original PROMPT methodology (which evolved
into the PRINCE methodology) with IBM's MITP (managing the implementation of the total
project) methodology. PRINCE2 provides a method for managing projects within a clearly
PRINCE2 provides a common language for all participants in the project. The governance
its roles and responsibilities – are fully described and require
tailoring to suit the complexity of the project and skills of the organization.
The incorporation of process-based management has been driven by the use of Maturity
models such as the CMMI and ISO/IEC15504 (SPICE – software process improvement and
Agile project management approaches, based on the principles of human interac
management, are founded on a process view of human collaboration. It is "most typically
used in software, website, technology, creative and marketing industries." This contrasts
sharply with the traditional approach. In the agile software development
development approach, the project is seen as a series of relatively small tasks conceived
and executed to conclusion as the situation demands in an adaptive manner, rather than as
planned process.
oject manager is a professional in the field of project management. Project managers
can have the responsibility of the planning, execution, and closing of any project, typically
relating to construction industry, engineering, architecture, computing, and
telecommunications. Many other fields in production engineering and design engineering
and heavy industrial have project managers.
A project manager is the person accountable for accomplishing the stated project
objectives. Key project management responsibilities include creating clear and attainable
project objectives, building the project requirements, and managing the triple constraint for
projects, which is cost, time, and scope. A project manager is often a client representative
d implement the exact needs of the client, based on knowledge of
Pa
ge2
A traditional phased approach identifies a sequence of steps to be completed. In the
five developmental components of a project can be distinguished
Not all projects will have every stage, as projects can be terminated before they reach
completion. Some projects do not follow a structured planning and/or monitoring process.
And some projects will go through steps 2, 3 and 4 multiple times. Many industries use
-and-mortar design
planning, conceptual
truction drawings (or contract
PRINCE2 is a structured approach to project management released in 1996 as a generic
project management method. It combines the original PROMPT methodology (which evolved
into the PRINCE methodology) with IBM's MITP (managing the implementation of the total
project) methodology. PRINCE2 provides a method for managing projects within a clearly
project. The governance
are fully described and require
agement has been driven by the use of Maturity
software process improvement and
Agile project management approaches, based on the principles of human interaction
management, are founded on a process view of human collaboration. It is "most typically
used in software, website, technology, creative and marketing industries." This contrasts
sharply with the traditional approach. In the agile software development or flexible product
development approach, the project is seen as a series of relatively small tasks conceived
and executed to conclusion as the situation demands in an adaptive manner, rather than as
oject manager is a professional in the field of project management. Project managers
can have the responsibility of the planning, execution, and closing of any project, typically
relating to construction industry, engineering, architecture, computing, and
telecommunications. Many other fields in production engineering and design engineering
A project manager is the person accountable for accomplishing the stated project
ilities include creating clear and attainable
project objectives, building the project requirements, and managing the triple constraint for
projects, which is cost, time, and scope. A project manager is often a client representative
d implement the exact needs of the client, based on knowledge of
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the firm they are representing. The ability to adapt to the various internal procedures of the
contracting party, and to form close links with the nominated representatives, is essential in
ensuring that the key issues of cost, time, quality and above all, client satisfaction, can be
realized.
PMBOK
PMBOK is the short form of Project Management Book
PMI which presents the generally accepted guidelines (or good pr
management. This guide is the main guidelines for practitioners willing to get certified as a
PMI-PMP. From October 2014, the most updated guide is PMBOK edition 5. PMBOK 5
provides project management best practices which are broken up
1) Five Process Groups
2) 10 Knowledge Areas
3) 47 Process (Spread among the 10 knowledge Areas)
Process Groups
The process groups are mostly (not completely) with the flow of the project as it proceeds.
There are five process groups in a project and they are
monitor & control and closing. These get repeated in each phase of the project if there are
multiple phases. Each process consists of inputs (Information required to start a process),
outputs (Information obtained from a p
to do a process).
Knowledge Areas
The knowledge areas can be thought of as specializations in a project and describe the
various activities of the project in the form of specialized subjects. The 10 knowle
are integration management, stakeholder management, communication management, scope
management, time management, cost management, quality management,
Management, Human Resource management and procurement management.
knowledge area consists of a plan called as a “Management Plan” and hence there are
totally 10 management plans, a PM expected to make as a part of his project work in
projects as per PMBOK 5.
Processes
There are totally 47 project management processes which are spread across
knowledge areas of the project management as prescribed in PMBOK 5.
the firm they are representing. The ability to adapt to the various internal procedures of the
contracting party, and to form close links with the nominated representatives, is essential in
nsuring that the key issues of cost, time, quality and above all, client satisfaction, can be
PMBOK is the short form of Project Management Book/Body of Knowledge published by
PMI which presents the generally accepted guidelines (or good practices) on project
is the main guidelines for practitioners willing to get certified as a
October 2014, the most updated guide is PMBOK edition 5. PMBOK 5
provides project management best practices which are broken up into
47 Process (Spread among the 10 knowledge Areas)
The process groups are mostly (not completely) with the flow of the project as it proceeds.
There are five process groups in a project and they are initiation, planning, execution,
monitor & control and closing. These get repeated in each phase of the project if there are
Each process consists of inputs (Information required to start a process),
outputs (Information obtained from a process), Tools & Techniques (Procedures of methods
The knowledge areas can be thought of as specializations in a project and describe the
various activities of the project in the form of specialized subjects. The 10 knowle
, stakeholder management, communication management, scope
management, time management, cost management, quality management,
Human Resource management and procurement management.
sts of a plan called as a “Management Plan” and hence there are
totally 10 management plans, a PM expected to make as a part of his project work in
There are totally 47 project management processes which are spread across
knowledge areas of the project management as prescribed in PMBOK 5.
Pa
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the firm they are representing. The ability to adapt to the various internal procedures of the
contracting party, and to form close links with the nominated representatives, is essential in
nsuring that the key issues of cost, time, quality and above all, client satisfaction, can be
of Knowledge published by
actices) on project
is the main guidelines for practitioners willing to get certified as a
October 2014, the most updated guide is PMBOK edition 5. PMBOK 5
The process groups are mostly (not completely) with the flow of the project as it proceeds.
initiation, planning, execution,
monitor & control and closing. These get repeated in each phase of the project if there are
Each process consists of inputs (Information required to start a process),
rocess), Tools & Techniques (Procedures of methods
The knowledge areas can be thought of as specializations in a project and describe the
various activities of the project in the form of specialized subjects. The 10 knowledge areas
, stakeholder management, communication management, scope
management, time management, cost management, quality management, Risk
Human Resource management and procurement management. Each
sts of a plan called as a “Management Plan” and hence there are
totally 10 management plans, a PM expected to make as a part of his project work in
There are totally 47 project management processes which are spread across all the 10
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Differences between PMBOK and ISO 21500
At a high level, the differences between PMBOK and ISO are highlighted below in the form
of a table where the processes are illustrat
corresponding knowledge areas.
PMBOK4 Initiating
Integration 4.1
Develop
Project
Charter
Scope
Time
Cost
Quality
Human
Resources
Differences between PMBOK and ISO 21500
At a high level, the differences between PMBOK and ISO are highlighted below in the form
of a table where the processes are illustrated as a part of both process groups and their
corresponding knowledge areas.
Planning Executing Monitoring &
Controlling
4.2 Develop
Project
Management
Plan
4.2 Direct and
Manage
Project
Execution
4.4 Monitor
and Control
Project work
4.5 Perform
Integrated
Change
Control
5.1 Collect
Requirements
5.2 Define
Scope
5.3 Create
WBS
5.4 Verify
Scope
5.5 Control
Scope
6.1 Define
Activities
6.2 Sequence
Activities
6.3 Estimate
Activity
Resources
6.4 Estimate
Activity
Durations
6.5 Develop
Schedule
6.6 Control
Schedule
7.1 Estimate
costs
7.2 Determine
Budget
7.3 Control
Costs
8.1 Plan
Quality
8.2 Perform
Quality
Assurance
8.3 Perform
Quality
Control
9.1 Develop
HR plan
9.2 Acquire
Project Team
9.4 Develop
Project Team
9.4
Management
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At a high level, the differences between PMBOK and ISO are highlighted below in the form
ed as a part of both process groups and their
Monitoring &
Controlling
Closing
4.4 Monitor
and Control
Project work
4.5 Perform
Integrated
4.6 Close
Project or
Phase
5.4 Verify
5.5 Control
6.6 Control
Schedule
7.3 Control
8.3 Perform
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Communicati
ons
10.1
Identify
Stakehold
ers
Risk
Procurement
PMBOK5 Initiating
Integration 4.1
Develop
Project
Charter
Scope
Time
Project Team
10.2 Plan
Communicati
ons
10.3
Distribute
Information
10.4 Manage
Stakeholder
Expectations
10.5 Report
Performance
11.1 Plan
Risk
Management
11.2 Identify
Risks
11.3 Perform
Qualitative
Risk Analysis
11.4 Perform
Quantitative
Risk Analysis
11.5 Plan
Risk
Responses
11.6 Monitor
and Control
Risks
12.1 Plan
Procurements
12.2 Conduct
Procurements
12.3
Administer
Procurements
Planning Executing Monitoring &
Controlling
4.2 Develop
Project
Management
Plan
4.2 Direct and
Manage
Project
Execution
4.4 Monitor
and Control
Project work
4.5 Perform
Integrated
Change
Control
5.1 Plan
Scope
Management
5.2 Collect
Requirements
5.3 Define
Scope
5.4 Create
WBS
5.5 Validate
Scope
5.6 Control
Scope
6.1 Plan
Schedule
Management
6.7 Control
Schedule
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10.5 Report
Performance
11.6 Monitor
and Control
Administer
Procurements
12.4 Close
Procureme
nts
Monitoring &
Controlling
Closing
4.4 Monitor
and Control
Project work
4.5 Perform
Integrated
4.6 Close
Project or
Phase
5.5 Validate
5.6 Control
6.7 Control
Schedule
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Cost
Quality
Human
Resources
Communicati
ons
Risk
Procurement
6.2 Define
Activities
6.3 Sequence
Activities
6.4 Estimate
Activity
Resources
6.5 Estimate
Activity
Durations
6.6 Develop
Schedule
7.1 Plan Cost
Management
7.2 Estimate
costs
7.3 Determine
Budget
7.4 Control
Costs
8.1 Plan
Quality
8.2 Perform
Quality
Assurance
8.3 Perform
Quality
Control
9.1 Plan HR
management
9.2 Acquire
Project Team
9.4 Develop
Project Team
9.4
Management
Project Team
10.1 Plan
Communicati
ons
Management
10.2 Manage
Communicati
ons
10.3 Control
Communicati
ons
11.1 Plan
Risk
Management
11.2 Identify
Risks
11.3 Perform
Qualitative
Risk Analysis
11.4 Perform
Quantitative
Risk Analysis
11.5 Plan
Risk
Responses
11.6 Monit
and Control
Risks
12.1 Plan
Procurement
Management
12.2 Conduct
Procurements
12.3
Administer
Procurements Pa
ge6
7.4 Control
8.3 Perform
10.3 Control
Communicati
11.6 Monitor
and Control
Administer
Procurements
12.4 Close
Procureme
nts
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Stakeholder 13.1
Identify
Stakehold
ers
Next Few Pages provide detailed overview of the five phases of a project
13.2 Plan
Stakeholder
Management
13.3 Manage
Stakeholder
Management
13.4 Control
Stakeholder
Management
Next Few Pages provide detailed overview of the five phases of a project
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13.4 Control
Stakeholder
Management
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Phase-1: Project Initiation
The PMBOK5 categorizes project management processes into five groups. These
categories are known Project Manageme
• Initiating Process Group
• Planning Process Group
• Executing Process Group
• Monitoring and Controlling Process Group
• Closing Process Group
The Initiating Process Group is an essential step in completing your process. This is the
phase where you define your project and obtain authorization to complete your goals.
to how a referee starts a match with the blow of his whistle, a project or a new phase of
project needs some authorization to start it. The Initiating Process Group defined i
Project Management Book of Knowledge (PMBOK) Fifth Edition provides critical activities
that need to be performed before you plan and execute the project.
These process groups interact with each other during the project life
taking a look at the definition of the Initiating Process Group.
Definition of the Initiation Phase
"The Initiating Process Group
project or a new phase of
project or phase.” – A Guide
Guide) Fifth Edition
Now, let’s get into the process group and understand what this one sentence definition
entails. In order to define a new project, two processe
charter and identifying stakeholders. As shown below:
• Developing a Project Charter
The PMBOK5 categorizes project management processes into five groups. These
categories are known Project Management Process Groups.
Executing Process Group
Monitoring and Controlling Process Group
The Initiating Process Group is an essential step in completing your process. This is the
you define your project and obtain authorization to complete your goals.
to how a referee starts a match with the blow of his whistle, a project or a new phase of
project needs some authorization to start it. The Initiating Process Group defined i
Project Management Book of Knowledge (PMBOK) Fifth Edition provides critical activities
that need to be performed before you plan and execute the project.
These process groups interact with each other during the project life-cycle. Let’ start by
ing a look at the definition of the Initiating Process Group.
Definition of the Initiation Phase
Group consists of those processes performed
an existing project by obtaining authorization
Guide to the Project Management Body of Knowledge
Now, let’s get into the process group and understand what this one sentence definition
entails. In order to define a new project, two processes are necessary: developing a
and identifying stakeholders. As shown below:
Charter P
ag
e8
The PMBOK5 categorizes project management processes into five groups. These
The Initiating Process Group is an essential step in completing your process. This is the
you define your project and obtain authorization to complete your goals. Similar
to how a referee starts a match with the blow of his whistle, a project or a new phase of
project needs some authorization to start it. The Initiating Process Group defined in the
Project Management Book of Knowledge (PMBOK) Fifth Edition provides critical activities
cycle. Let’ start by
performed to define a new
authorization to start the
Knowledge (PMBOK
Now, let’s get into the process group and understand what this one sentence definition
s are necessary: developing a project
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A project charter contains an overview of the proj
all signatures needed to approve the
utilize organizational resources for the sake of the project. In order to create it, you must
interact with the person who wishes the project completed, this is known as the Project
Sponsor, Project Initiator, or Project Management Office (PMO). Basically the Project
Initiator must have the authority to commit organizational resources and funding to the
project.
To create the Project Charter
Business Case, Agreements, Enterprise Environmental Factors, and Organizational Process
Assets. The following figure shows some of the information that is typically found in a Project
Charter.
Identify Stakeholders
Stakeholders are the people or entities that can
project. A Stakeholder Register
stakeholders who will or can influence the project. The information can help a Project
Manager understand which stakeholder is potentially a supporter of the project objectives
and which stakeholder can derail th
stakeholders.
To create the Stakeholder Register, the following inputs are required: Project Charter,
Procurement Documents (Optional), Enterprise Environmental Factors, and Organizational
Process Assets. The key tools and techniques used to identify stakeholders are stakeholder
analysis, expert judgment, and meetings. During stakeholder analysis, you will use
the Power/Interest, Power/Influence,
The following figure shows some of the information that is typically found in a Stakeholder
Register.
contains an overview of the project, the approach the project will take and
all signatures needed to approve the project. This document authorizes a project manager to
utilize organizational resources for the sake of the project. In order to create it, you must
ho wishes the project completed, this is known as the Project
Sponsor, Project Initiator, or Project Management Office (PMO). Basically the Project
Initiator must have the authority to commit organizational resources and funding to the
Charter, the following inputs are required: Project Statement
Business Case, Agreements, Enterprise Environmental Factors, and Organizational Process
Assets. The following figure shows some of the information that is typically found in a Project
Stakeholders are the people or entities that can influence the success and outcome of the
Register is a document that provides information on the key
stakeholders who will or can influence the project. The information can help a Project
Manager understand which stakeholder is potentially a supporter of the project objectives
and which stakeholder can derail the project. It also documents the key expectations of
To create the Stakeholder Register, the following inputs are required: Project Charter,
Procurement Documents (Optional), Enterprise Environmental Factors, and Organizational
. The key tools and techniques used to identify stakeholders are stakeholder
analysis, expert judgment, and meetings. During stakeholder analysis, you will use
Power/Influence, and Influence/Impact grids and the
e shows some of the information that is typically found in a Stakeholder
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ect, the approach the project will take and
. This document authorizes a project manager to
utilize organizational resources for the sake of the project. In order to create it, you must
ho wishes the project completed, this is known as the Project
Sponsor, Project Initiator, or Project Management Office (PMO). Basically the Project
Initiator must have the authority to commit organizational resources and funding to the
Statement of Work,
Business Case, Agreements, Enterprise Environmental Factors, and Organizational Process
Assets. The following figure shows some of the information that is typically found in a Project
the success and outcome of the
cument that provides information on the key
stakeholders who will or can influence the project. The information can help a Project
Manager understand which stakeholder is potentially a supporter of the project objectives
e project. It also documents the key expectations of
To create the Stakeholder Register, the following inputs are required: Project Charter,
Procurement Documents (Optional), Enterprise Environmental Factors, and Organizational
. The key tools and techniques used to identify stakeholders are stakeholder
analysis, expert judgment, and meetings. During stakeholder analysis, you will use
grids and the Salience Model.
e shows some of the information that is typically found in a Stakeholder
www.StarPMO.com
Key Points for the Initiation
The Initiating process group has two processes: Develop Project Charter and Identify
Stakeholders. After completing the processes in th
authority to use organizational resources for project activities. The Project Charter and
Stakeholder Register are used as inputs to processes in the other process groups, such as
the Planning process group.
Phase
The Initiating process group has two processes: Develop Project Charter and Identify
Stakeholders. After completing the processes in this group, a project manager has the
authority to use organizational resources for project activities. The Project Charter and
Stakeholder Register are used as inputs to processes in the other process groups, such as
P
ag
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0
The Initiating process group has two processes: Develop Project Charter and Identify
is group, a project manager has the
authority to use organizational resources for project activities. The Project Charter and
Stakeholder Register are used as inputs to processes in the other process groups, such as
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Phase-2: Project Planning
In the Planning Process Group, you will be creating all of the project documents that will
enable you to deliver project. This group has the most processes of any other group. Read
on to understand the complexity.
A Definition
“The Planning Process Group consists of those processes performed to establish the total
scope of the effort, define and refine objectives, and develop the course of action required to
attain those objectives.” – A Guide
Guide) Fifth Edition
To understand the activities involved, let’s see the processes involved in this process group.
The many processes in the Planning Process Group are shown below in a diagram.
Unlike the other process groups, the Planning Process Group has processes from each
knowledge area. The following section provides a brief description of each process in the
Planning Process Group.
Developing a Project Management Plan
This process belongs to the Project Integrati
one output and that is the Project Management Plan. This plan is developed by reviewing
the Project Charter and outputs from several other processes, such as the Communications
Management Plan and the Cost Management Plan. The Project Management Plan is used
by over 20 other processes, such as Plan Schedule Management and Control Risks.
Therefore, it is a critical artifact.
Plan Scope Management, Collect
In the Planning Process Group, you will be creating all of the project documents that will
enable you to deliver project. This group has the most processes of any other group. Read
on to understand the complexity.
anning Process Group consists of those processes performed to establish the total
scope of the effort, define and refine objectives, and develop the course of action required to
Guide to the Project Management Body of Knowledg
To understand the activities involved, let’s see the processes involved in this process group.
The many processes in the Planning Process Group are shown below in a diagram.
Overview of the Processes
groups, the Planning Process Group has processes from each
knowledge area. The following section provides a brief description of each process in the
Developing a Project Management Plan
This process belongs to the Project Integration Management knowledge area. It has only
one output and that is the Project Management Plan. This plan is developed by reviewing
and outputs from several other processes, such as the Communications
Management Plan and the Cost Management Plan. The Project Management Plan is used
by over 20 other processes, such as Plan Schedule Management and Control Risks.
a critical artifact.
Collect Requirements, Define Scope, Create
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In the Planning Process Group, you will be creating all of the project documents that will
enable you to deliver project. This group has the most processes of any other group. Read
anning Process Group consists of those processes performed to establish the total
scope of the effort, define and refine objectives, and develop the course of action required to
Knowledge (PMBOK
To understand the activities involved, let’s see the processes involved in this process group.
The many processes in the Planning Process Group are shown below in a diagram.
groups, the Planning Process Group has processes from each
knowledge area. The following section provides a brief description of each process in the
on Management knowledge area. It has only
one output and that is the Project Management Plan. This plan is developed by reviewing
and outputs from several other processes, such as the Communications
Management Plan and the Cost Management Plan. The Project Management Plan is used
by over 20 other processes, such as Plan Schedule Management and Control Risks.
Create WBS
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These processes belong to the
of these processes are:
• Plan Scope Management
and Requirements Management Plan. The Scope Management Plan describes how the
scope is defined, validated, and controlle
• Collect Requirements: The outputs to this process are the
Matrix and the Requirements Documentation. Significant effort is expended in
understanding the stakeholder expectations and needs. Some of the techniques used
include prototyping, interviewing, and group creativity techniques, such as brainstorming.
• Define Scope: The outputs to this process are the
updates to the Project Documents. The Project Scope Statement describes the project
scope and the documents the project and product scope.
• Create WBS: The outputs to this process are the Scope Baseline and the updates to the
Project Documents. In this process, the scope is divided into smaller chunks.
Planning & Managing Your Schedule
These processes belong to the Project Time Management knowledge area. Some
these processes are:
• Plan Schedule Management
Management Plan. This plan states the activities involved in developing and monitoring
the schedule.
• Define Activities: The outputs to this process a
and Milestone List. In this process, work packages are broken down into activities. This
is then useful for estimating and scheduling.
process.
• Sequence Activities: The outputs to this process are Project Schedule Network
Diagrams and updates to the Project Documents. Precedence Diagrams are used in this
process.
• Estimate Activity Resources
outputs to this process are Activity Resource Requirements and Resource Breakdown
Structure.
• Estimate Activity Durations
Estimates and updates to t
three estimates Most Likely
techniques used.
• Develop a Schedule: Apart from updates to the Project Documents and the Project
Management Plan, the outputs to this process are the Schedule Baseline, Project
Schedule, Schedule Data, and Project Calendars. The
used in this process.
Planning Costs & Budget
These processes belong to the Project Cost Management knowledge area. Some outputs of
these processes are:
• Plan Cost Management: The only output of this process is the Cost Management P
This plan states the activities involved in planning and monitoring project costs.
• Estimate Costs: The outputs to this process are the Activity Cost Estimates, Basis of
Estimates, and updates to the Project Documents. Estimation techniques, such as
Bottom-up and Analogous Estimating, are performed here.
• Determine Budget: The outputs to this process are Cost Baseline, Project Funding
Requirements, and updates to the Project Documents.
These processes belong to the Project Scope Management knowledge area. Some outputs
Management: The outputs of this process are Scope Management Plan
and Requirements Management Plan. The Scope Management Plan describes how the
scope is defined, validated, and controlled.
: The outputs to this process are the Requirements
and the Requirements Documentation. Significant effort is expended in
ing the stakeholder expectations and needs. Some of the techniques used
include prototyping, interviewing, and group creativity techniques, such as brainstorming.
: The outputs to this process are the Project Scope
updates to the Project Documents. The Project Scope Statement describes the project
scope and the documents the project and product scope.
utputs to this process are the Scope Baseline and the updates to the
Project Documents. In this process, the scope is divided into smaller chunks.
Planning & Managing Your Schedule
These processes belong to the Project Time Management knowledge area. Some
Management: The only output of this process is the Schedule
Management Plan. This plan states the activities involved in developing and monitoring
: The outputs to this process are the Activity List, Activity Attributes,
and Milestone List. In this process, work packages are broken down into activities. This
is then useful for estimating and scheduling. Rolling Wave Planning
: The outputs to this process are Project Schedule Network
Diagrams and updates to the Project Documents. Precedence Diagrams are used in this
sources: Apart from updates to the Project Documents, the
outputs to this process are Activity Resource Requirements and Resource Breakdown
Durations: The outputs to this process are Activity Duration
Estimates and updates to the Project Documents. Three-point estimating, which takes
Likely, Optimistic, and Pessimistic, is one of the estimation
: Apart from updates to the Project Documents and the Project
he outputs to this process are the Schedule Baseline, Project
Schedule, Schedule Data, and Project Calendars. The Critical Path
These processes belong to the Project Cost Management knowledge area. Some outputs of
: The only output of this process is the Cost Management P
This plan states the activities involved in planning and monitoring project costs.
: The outputs to this process are the Activity Cost Estimates, Basis of
Estimates, and updates to the Project Documents. Estimation techniques, such as
up and Analogous Estimating, are performed here.
: The outputs to this process are Cost Baseline, Project Funding
Requirements, and updates to the Project Documents.
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ement knowledge area. Some outputs
: The outputs of this process are Scope Management Plan
and Requirements Management Plan. The Scope Management Plan describes how the
Requirements Traceability
and the Requirements Documentation. Significant effort is expended in
ing the stakeholder expectations and needs. Some of the techniques used
include prototyping, interviewing, and group creativity techniques, such as brainstorming.
Scope Statement and
updates to the Project Documents. The Project Scope Statement describes the project
utputs to this process are the Scope Baseline and the updates to the
Project Documents. In this process, the scope is divided into smaller chunks.
These processes belong to the Project Time Management knowledge area. Some outputs of
: The only output of this process is the Schedule
Management Plan. This plan states the activities involved in developing and monitoring
re the Activity List, Activity Attributes,
and Milestone List. In this process, work packages are broken down into activities. This
Planning is used in the
: The outputs to this process are Project Schedule Network
Diagrams and updates to the Project Documents. Precedence Diagrams are used in this
: Apart from updates to the Project Documents, the
outputs to this process are Activity Resource Requirements and Resource Breakdown
: The outputs to this process are Activity Duration
point estimating, which takes
, is one of the estimation
: Apart from updates to the Project Documents and the Project
he outputs to this process are the Schedule Baseline, Project
Path Method (CPM) is
These processes belong to the Project Cost Management knowledge area. Some outputs of
: The only output of this process is the Cost Management Plan.
This plan states the activities involved in planning and monitoring project costs.
: The outputs to this process are the Activity Cost Estimates, Basis of
Estimates, and updates to the Project Documents. Estimation techniques, such as
: The outputs to this process are Cost Baseline, Project Funding
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Quality Management
This process is part of the Project Quality Manag
documenting how the project deliverables will adhere to the defined quality standards. Apart
from updates to Project Documents, the outputs to this process are the Quality Management
Plan, Process Improvement Plan, Quality
Human Resource Management
This process is part of the Project Human Resource Management knowledge area. It
involves documenting roles and responsibilities, and the reporting structure. The only output
is the Human Resource Management Plan.
Communications Management
This process is part of the Project Communications Management knowledge area. Apart
from updates to the Project Documents, the Communications Management Plan is another
output. The escalation process is defined
Planning for Risk
These processes belong to the Project Risk Management knowledge area. Some outputs of
these processes are:
• Plan Risk Management: The only output of this process is the
This plan states the how risks will be managed in the project.
• Identify Risks: The only output to this process is the
• Perform Qualitative Risk
Project Documents. This process uses a litany of techniques, such as conducting a Risk
Probability and Impact Assessment.
• Perform Quantitative Risk
Project Documents. This process uses techniques, such as
(EMV) and Decision Trees
• Plan Risk Responses: The outputs to this process are updates to the Project
Documents and the Project Management Plan. Risks can be negative and positive and it
is important to have a strategy for
• Procurement Management
This process is part of the Project Procurement Management knowledge area. Key outputs
of this process are the Project Procurement Plan, Procurement Documents, and the
Procurement Statement of Work
• Stakeholder Management
This process is part of the Project Stakeholder Management knowledge area. The outputs of
this process are the Stakeholder Management Plan and updates to the Project Documents.
The Stakeholder Management Plan contains information on how to interact with
stakeholders to ensure the project objectives are met.
Key Points
As you can see, the Planning Process G
processes from every knowledge area. However, this stage is critical to the success of your
project. After the Project Management Plan and other outputs of this process group are
created, you will have a clear and actionable roadmap for project delivery. Don't be afraid to
return to the planning process at any point if you find that any artifact needs to be changed
or updated during the project life
This process is part of the Project Quality Management knowledge area. It involves
documenting how the project deliverables will adhere to the defined quality standards. Apart
from updates to Project Documents, the outputs to this process are the Quality Management
Plan, Process Improvement Plan, Quality Metrics, and Quality Checklists.
Human Resource Management
This process is part of the Project Human Resource Management knowledge area. It
involves documenting roles and responsibilities, and the reporting structure. The only output
e Management Plan.
Communications Management
This process is part of the Project Communications Management knowledge area. Apart
from updates to the Project Documents, the Communications Management Plan is another
output. The escalation process is defined in this plan.
These processes belong to the Project Risk Management knowledge area. Some outputs of
: The only output of this process is the Risk
This plan states the how risks will be managed in the project.
: The only output to this process is the Risk Register.
Risk Analysis: The only output to this process is updates to the
Project Documents. This process uses a litany of techniques, such as conducting a Risk
Probability and Impact Assessment.
Risk Analysis: The only output to this process is updates to the
Project Documents. This process uses techniques, such as Expected
Trees.
: The outputs to this process are updates to the Project
Documents and the Project Management Plan. Risks can be negative and positive and it
is important to have a strategy for both types.
This process is part of the Project Procurement Management knowledge area. Key outputs
of this process are the Project Procurement Plan, Procurement Documents, and the
Work. It involves identifying potential sellers.
This process is part of the Project Stakeholder Management knowledge area. The outputs of
are the Stakeholder Management Plan and updates to the Project Documents.
The Stakeholder Management Plan contains information on how to interact with
stakeholders to ensure the project objectives are met.
As you can see, the Planning Process Group can be the most complicated as it contains
processes from every knowledge area. However, this stage is critical to the success of your
project. After the Project Management Plan and other outputs of this process group are
r and actionable roadmap for project delivery. Don't be afraid to
return to the planning process at any point if you find that any artifact needs to be changed
or updated during the project life-cycle.
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ement knowledge area. It involves
documenting how the project deliverables will adhere to the defined quality standards. Apart
from updates to Project Documents, the outputs to this process are the Quality Management
This process is part of the Project Human Resource Management knowledge area. It
involves documenting roles and responsibilities, and the reporting structure. The only output
This process is part of the Project Communications Management knowledge area. Apart
from updates to the Project Documents, the Communications Management Plan is another
These processes belong to the Project Risk Management knowledge area. Some outputs of
Management Plan.
: The only output to this process is updates to the
Project Documents. This process uses a litany of techniques, such as conducting a Risk
: The only output to this process is updates to the
Expected Monetary Value
: The outputs to this process are updates to the Project
Documents and the Project Management Plan. Risks can be negative and positive and it
This process is part of the Project Procurement Management knowledge area. Key outputs
of this process are the Project Procurement Plan, Procurement Documents, and the
This process is part of the Project Stakeholder Management knowledge area. The outputs of
are the Stakeholder Management Plan and updates to the Project Documents.
The Stakeholder Management Plan contains information on how to interact with
roup can be the most complicated as it contains
processes from every knowledge area. However, this stage is critical to the success of your
project. After the Project Management Plan and other outputs of this process group are
r and actionable roadmap for project delivery. Don't be afraid to
return to the planning process at any point if you find that any artifact needs to be changed
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Phase-3: Project Execution
Your project plans are worth nothing without an impeccable project execution. This phase is
necessary to make sure project deliverables and project objectives will meet stakeholder
expectations. Learn more about the processes defined in the Executing Process Group.
Definition of the Executing Process
“The Executing Process Group consists of those processes performed to complete the work
defined in the project management plan to satisfy the project specifications.”
the Project Management Body of Knowledge (PMBOK Guide) Fifth Edition
To understand the activities involved in this process group, let’s get see the processes
involved. The processes in the Executing Process Group are shown below.
Processes in the Executing Process Group
As you can see from the diagram above, there are a number of processes to follow in the
Executing Process Group. These processes belong to several knowledge a
from Project Integration Management to Project Human Resource Management to Project
Stakeholder Management. This section provides a brief of each process in the Executing
Process Group.
Direct and Manage Project Work
The Direct and Manage Proj
Management knowledge area. Some outputs of this process are deliverables, work
performance data, and change requests. Some activities in this process include managing
th nothing without an impeccable project execution. This phase is
necessary to make sure project deliverables and project objectives will meet stakeholder
expectations. Learn more about the processes defined in the Executing Process Group.
Process Group:
“The Executing Process Group consists of those processes performed to complete the work
the project management plan to satisfy the project specifications.”
the Project Management Body of Knowledge (PMBOK Guide) Fifth Edition
To understand the activities involved in this process group, let’s get see the processes
cesses in the Executing Process Group are shown below.
Processes in the Executing Process Group
As you can see from the diagram above, there are a number of processes to follow in the
Executing Process Group. These processes belong to several knowledge a
from Project Integration Management to Project Human Resource Management to Project
Stakeholder Management. This section provides a brief of each process in the Executing
Work
The Direct and Manage Project Work process belongs to the Project Integration
Management knowledge area. Some outputs of this process are deliverables, work
performance data, and change requests. Some activities in this process include managing Pa
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th nothing without an impeccable project execution. This phase is
necessary to make sure project deliverables and project objectives will meet stakeholder
expectations. Learn more about the processes defined in the Executing Process Group.
“The Executing Process Group consists of those processes performed to complete the work
the project management plan to satisfy the project specifications.” – A Guide to
the Project Management Body of Knowledge (PMBOK Guide) Fifth Edition
To understand the activities involved in this process group, let’s get see the processes
cesses in the Executing Process Group are shown below.
As you can see from the diagram above, there are a number of processes to follow in the
Executing Process Group. These processes belong to several knowledge areas ranging
from Project Integration Management to Project Human Resource Management to Project
Stakeholder Management. This section provides a brief of each process in the Executing
ect Work process belongs to the Project Integration
Management knowledge area. Some outputs of this process are deliverables, work
performance data, and change requests. Some activities in this process include managing
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risks, performing activities to accom
suppliers.
Perform Quality Assurance
The Perform Quality Assurance process belongs to the Project Quality Management
knowledge area. This process involves auditing of quality requirements and quality contr
measurements. The process essentially makes sure that the quality standards and
operational definitions are being used during project execution. As you might expect, some
outputs of this process are change requests and updates to the project management
and project documents.
Acquire, Develop and Manage
All these processes are part of the Project Human Resources Management knowledge area.
The key outputs of these processes are:
• Acquire Project Team: Typical outputs include assigning staf
calendars. Negotiations and Acquisitions are part of this process.
• Develop Project Team: Typical outputs include conducting performance assessments.
All development related activities, such as training and team
this process.
• Manage Project Team: Typical outputs include updates to the project management plan
and other project documents. Project performance appraisals and
part of this process.
Conduct Procurements
This process is part of the Project Procurement Management knowledge area. Key activities
in this project include selecting a seller, aw
inputs to this process are the make
proposals, and the procurement
Manage Stakeholder Engagement
This process is part of the Project Stakeholder Management knowledge area. It involves
managing stakeholder expectations, stakeholder needs, and addressing issues in the project
life-cycle. Key outputs of this process are the issue log and change requests.
Key Points for the Executing Process Group
As listed above, the Executing process group has several processes. These processes
enable the completion of the work defined in the proj
execution, the project plans may change depending on the issue logs and change requests.
The process in this process group can trigger processes in other process groups. Most of
the project budget is used in this Executi
risks, performing activities to accomplish project objectives, and managing sellers and
The Perform Quality Assurance process belongs to the Project Quality Management
knowledge area. This process involves auditing of quality requirements and quality contr
measurements. The process essentially makes sure that the quality standards and
operational definitions are being used during project execution. As you might expect, some
outputs of this process are change requests and updates to the project management
Manage Project Team
All these processes are part of the Project Human Resources Management knowledge area.
The key outputs of these processes are:
: Typical outputs include assigning staff and creating resource
calendars. Negotiations and Acquisitions are part of this process.
: Typical outputs include conducting performance assessments.
All development related activities, such as training and team-building, are perform
: Typical outputs include updates to the project management plan
and other project documents. Project performance appraisals and conflict
This process is part of the Project Procurement Management knowledge area. Key activities
in this project include selecting a seller, awarding a contract, and signing an agreement. Key
inputs to this process are the make-or-buy decision, the source selection criteria, the seller
proposals, and the procurement statement of work.
Engagement
This process is part of the Project Stakeholder Management knowledge area. It involves
managing stakeholder expectations, stakeholder needs, and addressing issues in the project
cycle. Key outputs of this process are the issue log and change requests.
Key Points for the Executing Process Group
As listed above, the Executing process group has several processes. These processes
enable the completion of the work defined in the project management plan. During project
execution, the project plans may change depending on the issue logs and change requests.
The process in this process group can trigger processes in other process groups. Most of
the project budget is used in this Execution process group.
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plish project objectives, and managing sellers and
The Perform Quality Assurance process belongs to the Project Quality Management
knowledge area. This process involves auditing of quality requirements and quality control
measurements. The process essentially makes sure that the quality standards and
operational definitions are being used during project execution. As you might expect, some
outputs of this process are change requests and updates to the project management plan
All these processes are part of the Project Human Resources Management knowledge area.
f and creating resource
: Typical outputs include conducting performance assessments.
building, are performed in
: Typical outputs include updates to the project management plan
conflict resolution are
This process is part of the Project Procurement Management knowledge area. Key activities
arding a contract, and signing an agreement. Key
buy decision, the source selection criteria, the seller
This process is part of the Project Stakeholder Management knowledge area. It involves
managing stakeholder expectations, stakeholder needs, and addressing issues in the project
cycle. Key outputs of this process are the issue log and change requests.
As listed above, the Executing process group has several processes. These processes
ect management plan. During project
execution, the project plans may change depending on the issue logs and change requests.
The process in this process group can trigger processes in other process groups. Most of
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Phase-4: Project Monitoring and Controlling
Projects get delayed for many reasons, including unforeseen risks, optimistic estimates, and
evolving requirements. The reality is that projects rarely go as planned. The processes in the
Monitoring and Controlling process group trigger change requests that enable a project to
get back on track.
These process groups interact with each other during the project life
processes in the Initiating and Closing process groups, the processes in the Monitoring and
Controlling process group are implemented during the entire project life
taking a look at the definition of the Monitoring and Controlling process group.
A Definition
“The Monitoring and Controlling Process Group consists of those processes required to
track, review, and orchestrate the progress and performance of a project; identify any areas
in which changes to the plan are required; and initiate the correspon
Guide to the Project Management
To understand the activities involved in this process group, let’s see the processes involved
in this Process Group. The processes in the Monitoring and Control
shown below.
Processes in the Monitoring and Controlling Process Group
There are several processes in the Monitoring and Controlling Process Group. These
processes belong to knowledge areas ranging from
Risk Management to Project Quality Management. This section provides a brief of each
process.
4: Project Monitoring and Controlling
Projects get delayed for many reasons, including unforeseen risks, optimistic estimates, and
evolving requirements. The reality is that projects rarely go as planned. The processes in the
itoring and Controlling process group trigger change requests that enable a project to
These process groups interact with each other during the project life
Initiating and Closing process groups, the processes in the Monitoring and
Controlling process group are implemented during the entire project life-
taking a look at the definition of the Monitoring and Controlling process group.
“The Monitoring and Controlling Process Group consists of those processes required to
track, review, and orchestrate the progress and performance of a project; identify any areas
in which changes to the plan are required; and initiate the corresponding changes.”
Management Body of Knowledge (PMBOK Guide) Fifth
To understand the activities involved in this process group, let’s see the processes involved
in this Process Group. The processes in the Monitoring and Controlling Process Group are
Processes in the Monitoring and Controlling Process Group
There are several processes in the Monitoring and Controlling Process Group. These
processes belong to knowledge areas ranging from Project Scope Management to Project
Risk Management to Project Quality Management. This section provides a brief of each
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Projects get delayed for many reasons, including unforeseen risks, optimistic estimates, and
evolving requirements. The reality is that projects rarely go as planned. The processes in the
itoring and Controlling process group trigger change requests that enable a project to
These process groups interact with each other during the project life-cycle. Unlike the
Initiating and Closing process groups, the processes in the Monitoring and
-cycle. Let’ start by
taking a look at the definition of the Monitoring and Controlling process group.
“The Monitoring and Controlling Process Group consists of those processes required to
track, review, and orchestrate the progress and performance of a project; identify any areas
ding changes.” –A
Fifth Edition
To understand the activities involved in this process group, let’s see the processes involved
ling Process Group are
There are several processes in the Monitoring and Controlling Process Group. These
Management to Project
Risk Management to Project Quality Management. This section provides a brief of each
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Monitor & Control Project Work
These processes belong to the Project Integration Management knowledge area. Some
outputs of these processes are:
• Monitor and Control Project
reporting project progress. Some
reports, updates to the project management plan, and updates to the project documents.
• Perform Integrated Change
requests, some outputs are approved change req
management plan, and updated project documents.
Validate and Control Scope
These processes belong to the
of these processes are:
• Validate Scope: Since this process involves the formal acceptance of the completed
project deliverables, some outputs are accepted deliverables, change requests, work
performance information, and updates to the project documents.
• Control Scope: As this process involves monitoring scope, some outputs are change
requests, work performance information. The project management plan and project
documents may also need to be updated.
Control Costs
The Control Costs process belongs to the Project Cost Management knowledge area. The
key outputs of this process are work performance information, cost forecasts, and change
requests. The project management plan and project documents may also
updated. In this process, the Earned
Control Quality
This process is part of the Project Quality Management knowledge area. Since the key focus
area of this process is to ensure the deliverables are as per the quality requirements defined,
the Control Quality process typically takes place before the Validate Scope process. The k
outputs of the Control Quality process are:
• Quality control measurements
• Validated changes and verified deliverables
• Work performance information and change requests
There are several techniques, such as
these tools, read Quality Control
Control Communications
This process is part of the Project Communications Management knowledge area. It involves
making sure the communications needs of stakeholders are met throughout the project.
Therefore, outputs such as work perform
this process. And, as expected, meetings are critical to this process.
Control Risks
This process is part of the Project Risk Management knowledge area. It involves tracking
identified risks, which are docum
process can trigger change requests, which can include corrective and preventative actio
Control Procurements
Work & Perform Integrated Change Control
These processes belong to the Project Integration Management knowledge area. Some
outputs of these processes are:
Project Work: This process involves tracking, reviewing, and
reporting project progress. Some outputs are change requests, work performance
reports, updates to the project management plan, and updates to the project documents.
Change Control: As this process involves reviewing change
requests, some outputs are approved change requests, the change log, updated project
management plan, and updated project documents.
These processes belong to the Project Scope Management knowledge area. Some outputs
: Since this process involves the formal acceptance of the completed
project deliverables, some outputs are accepted deliverables, change requests, work
nce information, and updates to the project documents.
: As this process involves monitoring scope, some outputs are change
requests, work performance information. The project management plan and project
documents may also need to be updated.
The Control Costs process belongs to the Project Cost Management knowledge area. The
key outputs of this process are work performance information, cost forecasts, and change
requests. The project management plan and project documents may also
Earned Value Management technique is used.
of the Project Quality Management knowledge area. Since the key focus
area of this process is to ensure the deliverables are as per the quality requirements defined,
the Control Quality process typically takes place before the Validate Scope process. The k
outputs of the Control Quality process are:
Quality control measurements
Validated changes and verified deliverables
Work performance information and change requests
There are several techniques, such as Pareto Charts, used in this process. For more on
Control Tools and Techniques.
This process is part of the Project Communications Management knowledge area. It involves
making sure the communications needs of stakeholders are met throughout the project.
Therefore, outputs such as work performance information and change requests are part of
this process. And, as expected, meetings are critical to this process.
This process is part of the Project Risk Management knowledge area. It involves tracking
identified risks, which are documented in therisk register, and identifying new risks. The
process can trigger change requests, which can include corrective and preventative actio
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Control
These processes belong to the Project Integration Management knowledge area. Some
: This process involves tracking, reviewing, and
outputs are change requests, work performance
reports, updates to the project management plan, and updates to the project documents.
: As this process involves reviewing change
uests, the change log, updated project
Management knowledge area. Some outputs
: Since this process involves the formal acceptance of the completed
project deliverables, some outputs are accepted deliverables, change requests, work
: As this process involves monitoring scope, some outputs are change
requests, work performance information. The project management plan and project
The Control Costs process belongs to the Project Cost Management knowledge area. The
key outputs of this process are work performance information, cost forecasts, and change
requests. The project management plan and project documents may also need to be
technique is used.
of the Project Quality Management knowledge area. Since the key focus
area of this process is to ensure the deliverables are as per the quality requirements defined,
the Control Quality process typically takes place before the Validate Scope process. The key
, used in this process. For more on
This process is part of the Project Communications Management knowledge area. It involves
making sure the communications needs of stakeholders are met throughout the project.
ance information and change requests are part of
This process is part of the Project Risk Management knowledge area. It involves tracking
, and identifying new risks. The
process can trigger change requests, which can include corrective and preventative actions.
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This process is part of the Project Procurement Management knowledge area. It involves
managing contracts and monitoring performance of subcontracted work. Key outputs of this
process are work performance information and change req
typically performed in this process.
Control Stakeholder Engagement
This process is part of the Project Stakeholder Management knowledge area. It involves
managing stakeholders and the strategy used to engage them. Key out
are work performance information and change requests. Meetings and expert judgment are
key techniques used in this process.
Key Points for the Monitoring and Controlling Process Group
As listed above, the Monitoring and Controlling pro
using these processes, projects that are not going according to plan are brought back on
track. The processes in this process group trigger processes in other process groups. For
example, project plans may be tweaked ba
This process is part of the Project Procurement Management knowledge area. It involves
managing contracts and monitoring performance of subcontracted work. Key outputs of this
process are work performance information and change requests. Inspections and audits are
typically performed in this process.
Engagement
This process is part of the Project Stakeholder Management knowledge area. It involves
managing stakeholders and the strategy used to engage them. Key outputs of this process
are work performance information and change requests. Meetings and expert judgment are
key techniques used in this process.
Key Points for the Monitoring and Controlling Process Group
As listed above, the Monitoring and Controlling process group has several processes. By
using these processes, projects that are not going according to plan are brought back on
track. The processes in this process group trigger processes in other process groups. For
example, project plans may be tweaked based on the work performance information.
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This process is part of the Project Procurement Management knowledge area. It involves
managing contracts and monitoring performance of subcontracted work. Key outputs of this
uests. Inspections and audits are
This process is part of the Project Stakeholder Management knowledge area. It involves
puts of this process
are work performance information and change requests. Meetings and expert judgment are
cess group has several processes. By
using these processes, projects that are not going according to plan are brought back on
track. The processes in this process group trigger processes in other process groups. For
sed on the work performance information.
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Phase-5: Project Closing
The Project Management Body of Knowledge (PMBOK) defines five process groups in
Project Management. This article defines the Closing Process Group.
process, a project has a finite start and end. Unfortunately, when projects are successful or
there are some embarrassing moments, project closure can be poorly performed. Whether
the project has been successful or is aborted, a project needs to be closed! The Closing
Project Group defined in the Project Management Book of Knowledge (PMBOK) Fifth Edition
provides critical activities that pertain to closing a project.
These process groups interact with each other during the project
ends with the Closing Process Group. Let’s start by taking a look at the definition of the
Closing Process Group.
“The Closing Process Group
activities across all Project
project, phase, or contractual
of Knowledge (PMBOK Guide)
To understand the activities involved in this process group, let’s get see the pr
involved.
• Close Project or Phase Process
The outputs of this process are
and Organizational Process Assets
latter output is more complex. It involves
Management Plan, Risk Register
The Project Management Body of Knowledge (PMBOK) defines five process groups in
Project Management. This article defines the Closing Process Group. Unlike an operational
as a finite start and end. Unfortunately, when projects are successful or
there are some embarrassing moments, project closure can be poorly performed. Whether
the project has been successful or is aborted, a project needs to be closed! The Closing
Group defined in the Project Management Book of Knowledge (PMBOK) Fifth Edition
provides critical activities that pertain to closing a project.
These process groups interact with each other during the project life-cycle, and the project
ends with the Closing Process Group. Let’s start by taking a look at the definition of the
Group consists of those processes performed
Project Management Process Groups to formally
contractual obligations.” – A Guide to the Project Management
Guide) Fifth Edition
To understand the activities involved in this process group, let’s get see the pr
Close Project or Phase Process
The outputs of this process are Final Product, Service or Result
Assets Update. While the former output can be deduced, the
latter output is more complex. It involves capturing all project artifacts, such as the Project
Register, and Pa
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The Project Management Body of Knowledge (PMBOK) defines five process groups in
Unlike an operational
as a finite start and end. Unfortunately, when projects are successful or
there are some embarrassing moments, project closure can be poorly performed. Whether
the project has been successful or is aborted, a project needs to be closed! The Closing
Group defined in the Project Management Book of Knowledge (PMBOK) Fifth Edition
cycle, and the project
ends with the Closing Process Group. Let’s start by taking a look at the definition of the
performed to conclude all
formally complete the
Management Body
To understand the activities involved in this process group, let’s get see the processes
Result Transition,
. While the former output can be deduced, the
capturing all project artifacts, such as the Project
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Stakeholder Register. It’ll include formal documentation on the completion or termination of
the project/phase. As a project manager, you will review the contract and the customer
acceptance documentation.
A key activity that takes places during this process is that lessons learned are identified and
documented. Future projects may use these lessons and avoid project failure. Hence,
projects need to be closed earnestly. To succeed in this, ensure that the
the problems that they faced! The
faced, but makes team memb
The following figure shows some of the activities that are typically performed during the
Close Project or Phase process.
• Close Procurements Process
The outputs of this process are
Update. Closed Procurements involves reviewing the contract and providing a formal written
intimation to the seller. The Organizational Process Assets Update process is similar to that
in the Closing Process Group. The key difference is that
and procurement-related lessons learned. These lessons learned are important because
they would capture the experience of working with a particular vendor. Therefore, future
projects can easily mitigate the risks associa
The following figure shows some of the activities that are typically performed during the
Close Procurements process.
. It’ll include formal documentation on the completion or termination of
the project/phase. As a project manager, you will review the contract and the customer
A key activity that takes places during this process is that lessons learned are identified and
documented. Future projects may use these lessons and avoid project failure. Hence,
projects need to be closed earnestly. To succeed in this, ensure that the
the problems that they faced! The lessons learned are not only for reviewing the problems
faced, but makes team members retrospect on the successes.
The following figure shows some of the activities that are typically performed during the
Close Project or Phase process.
Close Procurements Process
The outputs of this process are Closed Procurements and Organizational
Closed Procurements involves reviewing the contract and providing a formal written
intimation to the seller. The Organizational Process Assets Update process is similar to that
in the Closing Process Group. The key difference is that it focuses on procurement artifacts
related lessons learned. These lessons learned are important because
they would capture the experience of working with a particular vendor. Therefore, future
projects can easily mitigate the risks associated with working with a particular vendor.
The following figure shows some of the activities that are typically performed during the
Close Procurements process.
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. It’ll include formal documentation on the completion or termination of
the project/phase. As a project manager, you will review the contract and the customer
A key activity that takes places during this process is that lessons learned are identified and
documented. Future projects may use these lessons and avoid project failure. Hence,
projects need to be closed earnestly. To succeed in this, ensure that the team appreciates
are not only for reviewing the problems
The following figure shows some of the activities that are typically performed during the
Organizational Process Assets
Closed Procurements involves reviewing the contract and providing a formal written
intimation to the seller. The Organizational Process Assets Update process is similar to that
it focuses on procurement artifacts
related lessons learned. These lessons learned are important because
they would capture the experience of working with a particular vendor. Therefore, future
ted with working with a particular vendor.
The following figure shows some of the activities that are typically performed during the
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Key Points for the Closing Process Group
The Closing process group has two processes: Close P
Procurements. After completing the processes in this group, a project manager must release
the organizational resources so that they can be deployed in other projects. If you are
closing a phase, the lessons learned are carried fo
the project has been aborted, you still need to perform the Close Project and Phase and the
Close Procurements processes, assuming that there is an external vendor.
Here are some tips on closing a project:
• Schedule the Close Project meeting (Post Project Review). Yes, that means have it in
your Gantt chart.
• Invite key stakeholders to meeting.
• Encourage openness and share the lessons learned with others in the organization.
• Evaluate the project against project object
end deadline.
• Evaluate how well you managed
• Celebrate with your team!
Key Points for the Closing Process Group
The Closing process group has two processes: Close Project or Phase and Close
Procurements. After completing the processes in this group, a project manager must release
the organizational resources so that they can be deployed in other projects. If you are
closing a phase, the lessons learned are carried forward and addressed in the next phase. If
the project has been aborted, you still need to perform the Close Project and Phase and the
Close Procurements processes, assuming that there is an external vendor.
Here are some tips on closing a project:
the Close Project meeting (Post Project Review). Yes, that means have it in
Invite key stakeholders to meeting.
Encourage openness and share the lessons learned with others in the organization.
Evaluate the project against project objectives, budget, quality requirements, and the
managed risks and your key stakeholders.
team!
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roject or Phase and Close
Procurements. After completing the processes in this group, a project manager must release
the organizational resources so that they can be deployed in other projects. If you are
rward and addressed in the next phase. If
the project has been aborted, you still need to perform the Close Project and Phase and the
Close Procurements processes, assuming that there is an external vendor.
the Close Project meeting (Post Project Review). Yes, that means have it in
Encourage openness and share the lessons learned with others in the organization.
ives, budget, quality requirements, and the
www.StarPMO.com
Now separate this and answer the questions given in th
that page to the class room and hand off to the instructor.
Your Full Name:_______________________________________________
Please answer the following questions (Choose only one option)
1) How many process groups would you find in a project?
a. 1
c. 10
2) How many knowledge areas are in PMBOK?
a. 1
c. 10
3) Which of the following is not a knowledge area?
a. Scope Management
c. Stakeholder Management
4) Which of the following is not a project management method?
a. Waterfall
c. Spiral
5) Which of the following is not an example of a project?
a. Creation of a produ
c. Sales of our product
6) Which of the following is not an element involved in Project Management?
a. Planning
c. Controlling
7) Which of the following is not
a. Temporary
c. Repetition
8) Who is the publisher of PMBOK?
a. PMI
c. IMTP
9) Which is the current edition of PMBOK in usage in Industry?
a. Second Edition
c. Fifth Edition
10) Which of the following is not a project management Process Group?
a. Design
c. Planning
nswer the questions given in this page. Remember to bring
that page to the class room and hand off to the instructor.
Your Full Name:_______________________________________________
llowing questions (Choose only one option)
How many process groups would you find in a project?
b. 5
d. 47
How many knowledge areas are in PMBOK?
b. 5
d. 47
Which of the following is not a knowledge area?
Scope Management b. Safety Management
c. Stakeholder Management d. Quality Management
Which of the following is not a project management method?
b. Agile
d. Six Sigma
Which of the following is not an example of a project?
Creation of a product website b. A conference event
c. Sales of our product d. Construction of an apartment
Which of the following is not an element involved in Project Management?
b. Organizing
d. expansion
Which of the following is not a property of a Project?
b. Deadlines
d. Defined Starting Date
Who is the publisher of PMBOK?
b. IPMA
d. ACI
Which is the current edition of PMBOK in usage in Industry?
Second Edition b. Fourth Edition
d. Eighth Edition
Which of the following is not a project management Process Group?
b. Controlling
d. Closing
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page. Remember to bring
Your Full Name:_______________________________________________
b. Safety Management
d. Quality Management
b. A conference event
d. Construction of an apartment
Which of the following is not an element involved in Project Management?
d. Defined Starting Date
on
d. Eighth Edition
Which of the following is not a project management Process Group?