major changes with pmbok guide fifth...

1

Major Changes with

PMBOK® Guide – Fifth Edition

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2

The Standard for Project Management

of a Project

• Moved content from Section II “The Standard for Project

Management of a Project” to Annex-A1

• New section 3 addresses project management

processes and Process Groups as in previous editions

of PMBOK® Guide

– Does not include the summary of the discrete processes within

each Process Group



3

New Knowledge Area

• Split chapter 10 “Project Communications Management” into

2 knowledge areas within 2 sections

– Section 10: Project Communications Management

• Focused Project Communications Management to planning , collecting,

storing, and disseminating project information, and monitoring overall

communications effectiveness

• Moved the report project performance process into the controlling

processes

– Section 13: Project Stakeholder Management

• New Knowledge Area to increase focus on identifying and engaging

stakeholders



4

Project Data and Information Flow

• New model for consistency in handling work execution

data and information flow



Figure 3-5 Project Data, Information and Report Flow

5

Planning Processes and Project

Management Plan

• Added four planning processes

– Scope, Time, Cost, and Stakeholder Management

• Reinforces concept that each major Knowledge Area

has a planning process focusing on how that area will

be planned and executed



6

Consistency Changes

• Harmonized definitions found in both PMBOK® Guide, PMI

Lexicon, and other PMI standards

• Renamed processes for consistency

– Processes creating subsidiary plans named Plan {XXX}

Management

– Monitoring and controlling processes named Control {XXX}

• Cleaned up ITTOs to address “orphans”, update tools &

techniques, and improve consistency

• Reinforced concept to improve value to project by

transforming data to information in order to create knowledge



7

Formatting Changes

• Removed section headings for sections I, II, III, and IV

– Change made after Section II – The Standard for Project

Management of a Project moved to Annex A1

• Removed chapter headings

– Chapters are now sections, numbered 1 – 13



8

Section Changes with

PMBOK® Guide – Fifth Edition



9

Increased Discussion in Introductory

Sections 1 & 2

• Realigned and harmonized text in addressing projects,

programs, and portfolios

• Increased discussion of PMOs and differences between

project and operations management

• Added section to address characteristics and structures

of project teams

• Expanded discussion on project life cycles and phases



10

Section 3 – Project Management

Processes

• Kept discussion on project management processes and

Process Groups

• Added new section addressing project information

– Work performance data – raw observations and measurements

– Work performance information – analyzed performance data

from controlling processes

– Work performance reports – physical or electronic

representations of work performance information



11

Section 4 – Project Integration

Management

• Renamed Direct and Manage Project Execution to

Direct and Manage Project Work

• Added Table 4-1 “Differentiation Between Project

Management Plan and Project Documents” to show

distinction between Project Management Plan and

project documents

– Brought table A1 from Fourth Edition forward into discussion of

Project Management Plan



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Table 4-1



Table 4-1 Differentiation Between the Project Management Plan and Project Documents

13

Section 5 – Project Scope Management

• Brought back process for Plan Scope Management

• Renamed Verify Scope to Validate Scope

• Revised definition for Collect Requirements to make

clear this process focuses on collecting all requirements

for project success

• Added Table 5-1 “Elements of Project Charter and

Project Scope Statement” to illustrate the differences

between the detail found in these project documents



14

Section 6 – Project Time Management

• Updated to align with Practice Standard for Scheduling

– Second Edition.

• Brought back process for Plan Time Management

• Agile concepts were incorporated into Develop

Schedule process

• Updated/added figures and text to clarify scheduling

concepts



15

Section 7 – Project Cost Management

• Updated to align with Practice Standard

for Estimating and the Practice Standard for Earned Value

Management – Second Edition

• Brought back process for Plan Cost Management

• Added emphasis on reserve analysis including

contingency and management reserves

• Added Table 7-1 on Earned Value Calculations Summary

• Added figure to illustrate the various components making

up the project budget



16

Figure 7-8



17

Section 8 – Project Quality Management

• Renamed Plan Quality to Plan Quality Management and

Perform Quality Control to Control Quality

• Expanded discussion on various tools & techniques

• Added figures to summarize the seven basic quality

tools and the seven quality management and control

tools.

• Added figure on IPECC and PDCA Cycles in Relation to

QA, QC, and COQ



18

Figure 8-2



Figure 8-2 Fundamental Relationships of Quality Assurance and Quality Control to

IPECC, PDCA, Cost of Quality Models and Project Management Process Groups

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Figure 8-7



Figure 8-7 Storyboard Illustrating a Conceptual Example of Each of the Seven Basic Quality Tools

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Figure 8-10



Figure 8-10 Storyboard illustrating the seven quality management and control tools

21

Section 9 – Project Human Resource

Management

• No significant changes were made in this section

• Changes consist primarily of some added or modified

inputs, tools and techniques, and outputs



22

Section 10 – Project Communications

Management

• Moved information on stakeholder management to section 13

• Processes for Distribute Information and Report

Performance were reworked to clear up confusion

between these processes and their overlap with controlling

processes

• Section 10 processes are now:

– Plan Communications Management

– Manage Communications

– Control Communications



23

Section 11 – Project Risk Management

• Text was added to expand upon the concepts of risk

attitude, risk appetite, risk tolerance, and risk thresholds

• Moved emphasis away from the term “positive risks”

toward “opportunity” to better align with feedback

• Risk still defined as, “An uncertain event or condition that,

if it occurs, has a positive or negative effect on one or

more project objectives”



24

Section 12 – Project Procurement

Management

• Reorganized some content to align with feedback received

• Renamed Administer Procurement to Control Procurement

• Cleaned up or modified some inputs, tools and

techniques, and outputs for consistency and to

accommodate feedback received



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Section 13 – Project Stakeholder

Management • New section; brought forward content for Identify Stakeholders

and Manage Stakeholder Expectations

– Renamed Manage Stakeholder Expectations to Manage Stakeholder

Engagement

• Added processes for Plan Stakeholder Management and

Control Stakeholder Engagement

• Stakeholder Management processes are:

• Shifted emphasis focus to the importance of appropriately

engaging project stakeholders



- Identify Stakeholders - Plan stakeholder Management

- Manage Stakeholder Engagement - Control Stakeholder Engagement

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Appendix A-1

• Appendix A-1 provides detailed summary of changes

incorporated into PMBOK® Guide – Fifth Edition



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Other Details

• PMP® Exam will be updated to align with PMBOK®

Guide – Fifth Edition July 31, 2013

– CAPM® exam updates at the same time

• PMI-SP® and PMI-RMP® exams update August 31,

2013

• PMBOK® Guide – Fifth Edition publishes in January

2013

– PMI members can download a PDF copy from PMI.org on

December 31, 2012