pmbok version 5 – what are the changes?

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Project Management Institute

Baltimore Chapter

PMBOK Version 5 What are the Changes?

Mike Berendt, PMP, PMI-RMP

PMI PMP Exam Prep Course -(C) All Rights Reserved

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Agenda

PMBOK Review Scope

Major Changes

Changes by Knowledge Area/Chapter

Implementation Timelines


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We will need to have trainer notes with each slide

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Incorporate comments and feedback on Version 4 from practitioners

Align PMBOK with:

PMI Lexicon

Other PMI Standards Scheduling, Risk, Agile, PgMP. etc

ISO 21500

Consider project management role delineation study results

Reposition Chapter 3 (The Standard for Project Management) as a standalone, ANSI approved standard (Appendix) within the Fifth Edition

Scope of the Review


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Business Rules established for Inputs, Tools & Techniques and Outputs (ITTO)

Project Management plan is input for all processes that produce a subsidiary plan as output, eg. Scope Management Plan

Documents specifically named when created as a primary output, eg. Scope Management Plan; captured as part of Project Documents Updates subsequently

Precedence rules established for input and output lists plans, subsidiary plans, baselines, data/reports, updates, enterprise environmental factors, organizational process assets

Major Changes


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For consistency and clarity, four new Planning Processes were added to create subsidiary plans that are part of the overall project management plan

Plan Scope Management

Plan Schedule Management

Plan Cost Management

Plan Stakeholder Management

Major Changes


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For consistency and clarity, the monitor and controlling processes were named using the form Control {XXX}, since controlling includes monitoring eg. Monitor and Control Risks changed to Control Risks

Chapter 3 was downsized to introduce the project management processes and Process Groups but not list each individual process; most of this content was moved to an Appendix as the ANSI standard

Major Changes


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Chapter 10 was separated into two distinct Knowledge Areas: Project Communications Management and Project Stakeholder Management

New Chapter 13 Project Stakeholder Management

13.1 Identify Stakeholders

13.2 Plan Stakeholder Management

13.3 Manage Stakeholder Engagement

13.4 Control Stakeholder Engagement

Major Changes


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Redefined terms to align with the DIKW (data, information, knowledge, wisdom) model used in the field of Knowledge Management

Work Performance Data - The raw observations and measurements identified during activities being performed to carry out the project work ex. percent of work completed, actual costs

Work Performance Information - The performance data collected from various controlling processes, analyzed in context and integrated based on relationships across areas ex. status of deliverables and forecasted estimates to complete.

Work Performance Reports - The physical or electronic representation of work performance information compiled in project documents, intended to generate decisions, actions, or awareness ex. status reports and updates

Major Changes


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Refined Data Model


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Project Integration Management
PMBOK Version 4PMBOK Version 54.1 Develop Project Charter4.1 Develop Project Charter4.2 Develop Project Management Plan4.2 Develop Project Management Plan4.3 Direct and Manage Project Execution4.3 Direct and Manage Project Work4.4 Monitor and Control Project Work4.4 Monitor and Control Project Work4.5 Perform Integrated Change Control4.5 Perform Integrated Change Control4.6 Close Project or Phase4.6 Close Project or Phase


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Project Scope Management
PMBOK Version 4PMBOK Version 5 5.1 Plan Scope Management5.1 Collect Requirements5.2 Collect Requirements5.2 Define Scope5.3 Define Scope5.3 Create WBS5.4 Create WBS5.4 Verify Scope5.5 Validate Scope5.5 Control Scope5.6 Control Scope


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Project Time Management
PMBOK Version 4PMBOK Version 56.1 Plan Schedule Management6.1 Define Activities6.2 Define Activities6.2 Sequence Activities6.3 Sequence Activities6.3 Estimate Activity Resources6.4 Estimate Activity Resources6.4 Estimate Activity Durations6.5 Estimate Activity Durations6.5 Develop Schedule6.6 Develop Schedule6.6 Control Schedule6.7 Control Schedule


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Project Cost Management
PMBOK Version 4PMBOK Version 5 7.1 Plan Cost Management7.1 Estimate Costs7.2 Estimate Costs7.2 Determine Budget7.3 Determine Budget7.3 Control Costs7.4 Control Costs


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Project Quality Management
PMBOK Version 4PMBOK Version 58.1 Plan Quality8.1 Plan Quality Management8.2 Perform Quality Assurance8.2 Perform Quality Assurance8.3 Perform Quality Control8.3 Control Quality


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Project Human Resource Management
PMBOK Version 4PMBOK Version 59.1 Develop Human Resource Plan9.1 Plan Human Resource Management9.2 Acquire Project Team9.2 Acquire Project Team9.3 Develop Project Team9.3 Develop Project Team9.4 Manage Project Team9.4 Manage Project Team


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Project Communications Management
PMBOK Version 4PMBOK Version 510.1 Identify StakeholdersMoved to 13.110.2 Plan Communications10.1 Plan Communications Management10.3 Distribute Information10.2 Manage Communications10.4 Manage Stakeholder ExpectationsMoved to 13.310.5 Report Performance10.3 Control Communications


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Project Risk Management
PMBOK Version 4PMBOK Version 511.1 Plan Risk Management11.1 Plan Risk Management11.2 Identify Risks11.2 Identify Risks11.3 Perform Qualitative Risk Analysis11.3 Perform Qualitative Risk Analysis11.4 Perform Quantitative Risk Analysis11.4 Perform Quantitative Risk Analysis11.5 Plan Risk Responses11.5 Plan Risk Responses11.6 Risk Monitoring and Control11.6 Control Risks


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Project Procurement Management
PMBOK Version 4PMBOK Version 512.1 Plan Procurements12.1 Plan Procurement Management12.2 Conduct Procurements12.2 Conduct Procurements12.3 Administer Procurements12.3 Control Procurements12.4 Close Procurements12.4 Close Procurements


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Project Stakeholder Management
PMBOK Version 4PMBOK Version 510.1 Identify Stakeholders13.1 Identify Stakeholders 13.2 Plan Stakeholder Management10.4 Manage Stakeholder Expectations13.3 Manage Stakeholder Engagement 13.4 Control Stakeholder Engagement


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Chapter 13 Process Flow

Identify

Stakeholders

Project

Charter

Stakeholder

Register

Plan

Stakeholder

Management

Stakeholder

Management

Plan

Manage

Stakeholder

Engagement

Issue Log

Control

Stakeholder

Engagement

Perform

Integrated

Change Control

Change Requests


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1 new Knowledge Area/Chapter Project Stakeholder Management

5 new processes Up to 51 processes

12 process name changes

Summary of Changes


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15 January 2013 PMBOK, Version 5 available in print

January-July 2013 Registered Education Providers (REPs) modify training classes, boot camps, and educational materials to incorporate Version 5 changes

31 July 2013 Last PMP exam based on PMBOK, Ver. 4

1 August 2013 Full implementation of PMBOK, Version 5 with PMP exam aligned to new knowledge areas and processes

Implementation Timelines


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Questions???

Mike Berendt, PMP, PMI-RMP

Vice President, Programs (Retired) & Columbia Site Director

410-908-6777

[email protected]


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pmbok version 5 – what are the changes?

Documents

project management processes

project work

pmi lexiconother pmi

plan stakeholder management13

scope management plandocuments

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