pmbok® guide 5th edition - 47 project management · pdf fileclosing monitoring &...
TRANSCRIPT
CLOSING MONITORING & CONTROLLING
PLANNING
EXECUTINGINITIATING
PMBOK® GUIDE 5TH EDITION - 47 PROJECT MANAGEMENT PROCESSES
Based on the PMBOK® Guide 5th Edition (English Version) - 2013
Copyright: Project Management Institute, A Guide to the Project Management Body of Knowledge - Fifth Edition (PMBOK® Guide), Project Management Institute, Inc., (2013). Copyright and all rights reserved. The material from this publication has been reproduced with the permission of PMI.
Explanatory Note: The represented process flow is based on figures of the PMBOK® Guide. Only a few connections are depicted in the flow. To see the detailed relationships, please recall the process data flow diagrams in the PMBOK® Guide. This flow does not replace the need for reading the PMBOK® Guide. The PMBOK® Guide contains a deep explanation of all processes including Inputs, Tools & Techniques and Outputs that are not listed in this flow.
Adaptation: Ricardo Viana Vargas, MSc, CSM, PRINCE2® Practitioner, PMI-RMP, PMI-SP, PMP. Download this processes flow at www.ricardo-vargas.com
Review: Wagner Maxsen, Kaplan-Norton BSC Certified Graduate, PMP, PRINCE2 Practitioner, PMI-RMP
Graphic Design: Sérgio Alves Lima Jardim, PMP
Become a member of PMI and download the PMBOK® Guide 5th Edition and all other PMI Standards.
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PMBOK® GUIDE 5TH EDITION 47 PROJECT MANAGEMENT PROCESSES
INTEGRATION4.1 Develop Project Charter
Inputs
1. Project statement of work2. Business case3. Agreements4. Enterprise environmental factors5. Organizational process assets
tools & technIques
1. Expert judgment2. Facilitation techniques
outputs
1. Project charter
STAKEHOLDER13.1 Identify StakeholdersInputs
1. Project charter2. Procurement documents3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Stakeholder analysis2. Expert judgment3. Meetings
outputs
1. Stakeholder register
SCOPE5.2 Collect Requirements
Inputs
1. Scope management plan2. Requirements management plan3. Stakeholder management plan4. Project charter5. Stakeholder register
tools & technIques
1. Interviews2. Focus groups3. Facilitated workshops4. Group creativity techniques5. Group decision-making techniques6. Questionnaires and surveys7. Observations8. Prototypes9. Benchmarking10. Context diagrams11. Document analysis
outputs
1. Requirements documentation2. Requirements traceability matrix
SCOPE5.1 Plan Scope Management
Inputs
1. Project management plan2. Project charter3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Expert judgment2. Meetings
outputs
1. Scope management plan2. Requirements management plan
SCOPE5.4 Create WBS
Inputs
1. Scope management plan2. Project scope statement3. Requirements documentation4. Enterprise environmental factors5. Organizational process assets
tools & technIques
1. Decomposition2. Expert judgment
outputs
1. Scope baseline2. Project documents updates
SCOPE5.3 Define Scope
Inputs
1. Scope management plan2. Project charter3. Requirements documentation4. Organizational process assets
tools & technIques
1. Expert judgment2. Product analysis3. Alternatives generation4. Facilitated workshops
outputs
1. Project scope statement2. Project documents updates
PROCUREMENT12.1 Plan Procurement ManagementInputs
1. Project management plan2. Requirements documentation3. Risk register4. Activity resource requirements5. Project schedule6. Activity cost estimates7. Stakeholder register8. Enterprise environmental factors9. Organizational process assets
tools & technIques
1. Make-or-buy analysis2. Expert judgment3. Market research4. Meetings
outputs
1. Procurement management plan2. Procurement statement of work3. Procurement documents4. Source selection criteria5. Make-or-buy decisions6. Change requests7. Project documents updates
COMMUNICATIONS
10.1 Plan Communications Management
Inputs
1. Project management plan2. Stakeholder register3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Communication requirements analysis2. Communication technology3. Communication models4. Communication methods5. Meetings
outputs
1. Communications management plan2. Project documents updates
QUALITY8.1 Plan Quality Management
Inputs
1. Project management plan2. Stakeholder register3. Risk register4. Requirements documentation5. Enterprise environmental factors6. Organizational process assets
tools & technIques
1. Cost-benefit analysis2. Cost of quality3. Seven basic quality tools4. Benchmarking5. Design of experiments6. Statistical sampling7. Additional quality planning tools8. Meetings
outputs
1. Quality management plan2. Process improvement plan3. Quality metrics4. Quality checklists5. Project documents updates
STAKEHOLDER13.2 Plan Stakeholder ManagementInputs
1. Project management plan2. Stakeholder register3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Expert judgment2. Meetings3. Analytical techniques
outputs
1. Stakeholder management plan2. Project documents updates
INTEGRATION
4.2 Develop Project Management Plan
Inputs
1. Project charter2. Outputs from other processes3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Expert judgment2. Facilitation techniques
outputs
1. Project management plan
PROCUREMENT12.2 Conduct ProcurementsInputs
1. Procurement management plan2. Procurement documents3. Source selection criteria4. Seller proposals5. Project documents6. Make-or-buy decisions7. Procurement statement of work8. Organizational process assets
tools & technIques
1. Bidder conference2. Proposal evaluation techniques3. Independent estimates4. Expert judgment5. Advertising6. Analytical techniques7. Procurement negotiations
outputs
1. Selected sellers2. Agreements3. Resource calendars4. Change requests5. Project management plan updates6. Project documents updates
STAKEHOLDER
13.3 Manage Stakeholder Engagement
Inputs
1. Stakeholder management plan2. Communications management plan3. Change log4. Organizational process assets
tools & technIques
1. Communication methods2. Interpersonal skills3. Management skills
outputs
1. Issue log2. Change requests3. Project management plan updates4. Project documents updates5. Organizational process assets updates
INTEGRATION4.3 Direct and Manage Project Work
Inputs
1. Project management plan2. Approved change requests3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Expert judgment2. Project management information system3. Meetings
outputs
1. Deliverables2. Work performance data3. Change requests4. Project management plan updates5. Project documents updates
HUMAN RESOURCE9.2 Acquire Project Team
Inputs
1. Human resource management plan2. Enterprise environmental factors3. Organizational process assets
tools & technIques
1. Pre-assignment2. Negotiation3. Acquisition4. Virtual teams5. Multi-criteria decision analysis
outputs
1. Project staff assignments2. Resource calendars3. Project management plan updates
HUMAN RESOURCE9.3 Develop Project Team
Inputs
1. Human resource management plan2. Project staff assignments3. Resource calendars
tools & technIques
1. Interpersonal skills2. Training3. Team-building activities4. Ground rules5. Colocation6. Recognition and rewards7. Personnel assessment tools
outputs
1. Team performance assessments2. Enterprise environmental factors updates
HUMAN RESOURCE9.4 Manage Project Team
Inputs
1. Human resource management plan2. Project staff assignments3. Team performance assessments4. Issue log5. Work performance reports6. Organizational process assets
tools & technIques
1. Observation and conversation2. Project performance appraisals3. Conflict management4. Interpersonal skills
outputs
1. Change requests2. Project management plan updates3. Project documents updates4. Enterprise environmental factors updates5. Organizational process assets updates
QUALITY8.2 Perform Quality Assurance
Inputs
1. Quality management plan2. Process improvement plan3. Quality metrics4. Quality control measurements5. Project documents
tools & technIques
1. Quality management and control tools2. Quality audits3. Process analysis
outputs
1. Change requests2. Project management plan updates3. Project documents updates4. Organizational process assets updates
COMMUNICATIONS10.2 Manage CommunicationsInputs
1. Communications management plan2. Work performance reports3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Communication technology2. Communication models3. Communication methods4. Information management systems5. Performance reporting
outputs
1. Project communications2. Project management plan updates3. Project documents updates4. Organizational process assets updates
PROCUREMENT12.4 Close ProcurementsInputs
1. Project management plan2. Procurement documents
tools & technIques
1. Procurement audits2. Procurement negotiations3. Records management system
outputs
1. Closed procurements2. Organizational process assets updates
INTEGRATION4.6 Close Project or Phase
Inputs
1. Project management plan2. Accepted deliverables3. Organizational process assets
tools & technIques
1. Expert judgment2. Analytical techniques3. Meetings
outputs
1. Final product, service, or result transition2. Organizational process assets updates
QUALITY8.3 Control Quality
Inputs
1. Project management plan2. Quality metrics3. Quality checklists4. Work performance data5. Approved change requests6. Deliverables7. Project documents8. Organizational process assets
tools & technIques
1. Seven basic quality tools2. Statistical sampling3. Inspection4. Approved change requests review
outputs
1. Quality control measurements2. Validated changes3. Verified deliverables4. Work performance information5. Change requests6. Project management plan updates7. Project documents updates8. Organizational process assets updates
COST7.4 Control Costs
Inputs
1. Project management plan2. Project funding requirements3. Work performance data4. Organizational process assets
tools & technIques
1. Earned value management2. Forecasting3. To-complete performance index (TCPI)4. Performance reviews5. Project management software6. Reserve analysis
outputs
1. Work performance information2. Cost forecasts3. Change requests4. Project management plan updates5. Project documents updates6. Organizational process assets updates
TIME6.7 Control Schedule
Inputs
1. Project management plan2. Project schedule3. Work performance data4. Project calendars5. Schedule data6. Organizational process assets
tools & technIques
1. Performance reviews2. Project management software3. Resource optimization techniques4. Modeling techniques5. Leads and lags6. Schedule compression7. Scheduling tool
outputs
1. Work performance information2. Schedule forecasts3. Change requests4. Project management plan updates5. Project documents updates6. Organizational process assets updates
RISK11.6 Control RisksInputs
1. Project management plan2. Risk register3. Work performance data4. Work performance reports
tools & technIques
1. Risk reassessment2. Risk audits3. Variance and trend analysis4. Technical performance measurement5. Reserve analysis6. Meetings
outputs
1. Work performance information2. Change requests3. Project management plan updates4. Project documents updates5. Organizational process assets updates
COMMUNICATIONS10.3 Control CommunicationsInputs
1. Project management plan2. Project communications3. Issue log4. Work performance data5. Organizational process assets
tools & technIques
1. Information management systems2. Expert judgment3. Meetings
outputs
1. Work performance information2. Change requests3. Project management plan updates4. Project documents updates5. Organizational process assets updates
PROCUREMENT12.3 Control ProcurementsInputs
1. Project management plan2. Procurement documents3. Agreements4. Approved change requests5. Work performance reports6. Work performance data
tools & technIques
1. Contract change control system2. Procurement performance reviews3. Inspections and audits4. Performance reporting5. Payment systems6. Claims administration7. Records management system
outputs
1. Work performance information2. Change requests3. Project management plan updates4. Project documents updates5. Organizational process assets updates
STAKEHOLDER
13.4 Control StakeholderEngagement
Inputs
1. Project management plan2. Issue log3. Work performance data4. Project documents
tools & technIques
1. Information management systems2. Expert judgment3. Meetings
outputs
1. Work performance information2. Change requests3. Project management plan updates4. Project documents updates5. Organizational process assets updates
HUMAN RESOURCE
9.1 Plan Human Resource Management
Inputs
1. Project management plan2. Activity resource requirements3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Organization charts and position descriptions2. Networking3. Organizational theory4. Expert judgment5. Meetings
outputs
1. Human resource management plan
COST7.1 Plan Cost Management
Inputs
1. Project management plan2. Project charter3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Expert judgment2. Analytical techniques3. Meetings
outputs
1. Cost management plan
COST7.2 Estimate Costs
Inputs
1. Cost management plan2. Human resource management plan3. Scope baseline4. Project schedule5. Risk register6. Enterprise environmental factors7. Organizational process assets
tools & technIques
1. Expert judgment2. Analogous estimating3. Parametric estimating4. Bottom-up estimating5. Three-point estimating6. Reserve analysis7. Cost of quality8. Project management software9. Vendor bid analysis10. Group decision-making techniques
outputs
1. Activity cost estimates2. Basis of estimates3. Project documents updates
COST7.3 Determine Budget
Inputs
1. Cost management plan2. Scope baseline3. Activity cost estimates4. Basis of estimates5. Project schedule6. Resource calendars7. Risk register8. Agreements9. Organizational process assets
tools & technIques
1. Cost aggregation2. Reserve analysis3. Expert judgment4. Historical relationships5. Funding limit reconciliation
outputs
1. Cost baseline2. Project funding requirements3. Project documents updates
TIME6.1 Plan Schedule Management
Inputs
1. Project management plan2. Project charter3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Expert judgment2. Analytical techniques3. Meetings
outputs
1. Schedule management plan
TIME6.6 Develop Schedule
Inputs
1. Schedule management plan2. Activity list3. Activity attributes4. Project schedule network diagrams5. Activity resource requirements6. Resource calendars7. Activity duration estimates8. Project scope statement9. Risk register10. Project staff assignments11. Resource breakdown structure12. Enterprise environmental factors13. Organizational process assets
tools & technIques
1. Schedule network analysis2. Critical path method3. Critical chain method4. Resource optimization techniques5. Modeling techniques6. Leads and lags7. Schedule compression8. Scheduling tool
outputs
1. Schedule baseline2. Project schedule3. Schedule data4. Project calendars5. Project management plan updates6. Project documents updates
TIME6.2 Define Activities
Inputs
1. Schedule management plan2. Scope baseline3. Enterprise environmental factors4. Organizational process assets
tools & technIques
1. Decomposition2. Rolling wave planning3. Expert judgment
outputs
1. Activity list2. Activity attributes3. Milestone list
TIME6.4 Estimate Activity Resources
Inputs
1. Schedule management plan2. Activity list3. Activity attributes4. Resource calendars5. Risk register6. Activity cost estimates7. Enterprise environmental factors8. Organizational process assets
tools & technIques
1. Expert judgment2. Alternative analysis3. Published estimating data4. Bottom-up estimating5. Project management software
outputs
1. Activity resource requirements2. Resource breakdown structure3. Project documents updates
TIME6.3 Sequence Activities
Inputs
1. Schedule management plan2. Activity list3. Activity attributes4. Milestone list5. Project scope statement6. Enterprise environmental factors7. Organizational process assets
tools & technIques
1. Precedence diagramming method (PDM)2. Dependency determination3. Leads and lags
outputs
1. Project schedule network diagrams2. Project documents updates
TIME6.5 Estimate Activity Durations
Inputs
1. Schedule management plan2. Activity list3. Activity attributes4. Activity resource requirements5. Resource calendars6. Project scope statement7. Risk register8. Resource breakdown structure9. Enterprise environmental factors10. Organizational process assets
tools & technIques
1. Expert judgment2. Analogous estimating3. Parametric estimating4. Three-point estimating5. Group decision-making techniques6. Reserve analysis
outputs
1. Activity duration estimates2. Project documents updates
RISK11.1 Plan Risk ManagementInputs
1. Project management plan2. Project charter3. Stakeholder register4. Enterprise environmental factors5. Organizational process assets
tools & technIques
1. Analytical techniques2. Expert judgment3. Meetings
outputs
1. Risk management plan
RISK
11.4 Perform QuantitativeRisk Analysis
Inputs
1. Risk management plan2. Cost management plan3. Schedule management plan4. Risk register5. Enterprise environmental factors6. Organizational process assets
tools & technIques
1. Data gathering and representation techniques2. Quantitative risk analysis and modeling techniques3. Expert judgment
outputs
1. Project documents updates
RISK11.2 Identify RisksInputs
1. Risk management plan2. Cost management plan3. Schedule management plan4. Quality management plan5. Human resource management plan6. Scope baseline7. Activity cost estimates8. Activity duration estimates9. Stakeholder register10. Project documents11. Procurement documents12. Enterprise environmental factors13. Organizational process assets
tools & technIques
1. Documentation reviews2. Information gathering techniques3. Checklist analysis4. Assumptions analysis5. Diagramming techniques6. SWOT analysis7. Expert judgment
outputs
1. Risk register
RISK
11.3 Perform QualitativeRisk Analysis
Inputs
1. Risk management plan2. Scope baseline3. Risk register4. Enterprise environmental factors5. Organizational process assets
tools & technIques
1. Risk probability and impact assessment2. Probability and impact matrix3. Risk data quality assessment4. Risk categorization5. Risk urgency assessment6. Expert judgment
outputs
1. Project documents updates
RISK11.5 Plan Risk ResponsesInputs
1. Risk management plan2. Risk register
tools & technIques
1. Strategies for negative risks or threats2. Strategies for positive risks or opportunities3. Contingent response strategies4. Expert judgment
outputs
1. Project management plan updates2. Project documents updates
INTEGRATION
4.5 Perform IntegratedChange Control
Inputs
1. Project management plan2. Work performance reports3. Change requests4. Enterprise environmental factors5. Organizational process assets
tools & technIques
1. Expert judgment2. Meetings3. Change control tools
outputs
1. Approved change requests2. Change log3. Project management plan updates4. Project documents updates
INTEGRATION
4.4 Monitor and ControlProject Work
Inputs
1. Project management plan2. Schedule forecasts3. Cost forecasts4. Validated changes5. Work performance information6. Enterprise environmental factors7. Organizational process assets
tools & technIques
1. Expert judgment2. Analytical techniques3. Project management information system4. Meetings
outputs
1. Change requests2. Work performance reports3. Project management plan updates4. Project documents updates
SCOPE5.5 Validate Scope
Inputs
1. Project management plan2. Requirements documentation3. Requirements traceability matrix4. Verified deliverables5. Work performance data
tools & technIques
1. Inspection2. Group decision-making techniques
outputs
1. Accepted deliverables2. Change requests3. Work performance information4. Project documents updates
SCOPE5.6 Control Scope
Inputs
1. Project management plan2. Requirements documentation3. Requirements traceability matrix4. Work performance data5. Organizational process assets
tools & technIques
1. Variance analysis
outputs
1. Work performance information2. Change requests3. Project management plan updates4. Project documents updates5. Organizational process assets updates