TASK CLASSIFICATION NOTES

Domain 01 Initiating the Project - 13%

Sequence PMBOK Group Area

Task 01 Perform project assessment based uponavailable information and meetings withthe sponsor, customer and other subjectmatter experts, in order to evaluate thefeasibility of new products or serviceswithin the given assumptions and/orconstraints.

5.1 Collect Requirements

>Requirements mgmt plan

Plan Scope

Task 02 Define the high-level scope of the projectbased on the business and compliancerequirements, in order to meet thecustomer’s project expectations.

5.2 Define Scope

>Scope mgmt plan

Plan Scope

Task 03 Perform key stakeholder analysis usingbrainstorming, interviewing, and otherdata gathering techniques, in order toensure expectation alignment and gainsupport for the project.

10.1 Identify Stakeholders

>Stakeholder register>Stakeholder mgmt strategy

Initiate Comm

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Task 04 Identify and document high-level risks,assumptions, and constraints based oncurrent environment, historical data and/or expert judgment, in order to identifyproject limitations and propose animplementation approach.

11.2 Identify Risks Plan Risk

Task 05 Develop the project charter by furthergathering and analyzing stakeholderrequirements, in order to document project scope, milestones and deliverables.

4.1 Develop Project Charter

Initiate Integrate

Task 06 Obtain approval for the project charterfrom the sponsor and customer (ifrequired), in order to formalize theauthority assigned to the project managerand gain commitment and acceptancefor the project.

10.4 Manage Stakeholder Expectations

>Comm mgmt plan

Execute Comm Issues and concerns

4.6 Close Project or Phase

Close Integrate Acceptance of inspected deliverable

TASK CLASSIFICATION NOTES

Domain 02 Plan the Project - 24%

Sequence PMBOK Group Area

Task 01 Assess detailed project requirements,constraints, and assumptions withstakeholders based on the project charter,lessons learned from previous projects,and the use of requirement-gatheringtechniques (e.g., planning sessions, brainstorming,focus groups), in orderto establish the project deliverables

5.2 Define Scope Plan Scope

Task 02 Create the work breakdown structure withthe team by deconstructing the scope, inorder to manage the scope of the project.

5.3 Create WBS Plan Scope

Task 03 Develop a budget plan based on the project scope using estimating techniques, in order

7.1 Estimate Costs>Cost mgmt plan

Plan Cost Integrated estimating based on known constraints across all Knowledge Areas

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to manage project cost aggregate estimated costs of individual activities to establish auth. cost baseline

7.2 Determine Budget

Task 04

>Repeat Task 03; if aligned, continue to Task 05

Develop a project schedule based on theproject timeline, scope, and resource plan,in order to manage timely completion ofthe project.

6.1 Define Activities Plan Time Activity specifications

Activity relationships6.2 Sequence Activities

Type and quantity of resources6.3 Estimate Activity Resources

Number of work periods needed to complete each activity according to resource estimates

6.4 Estimate Activity Durations

6.5 Develop Schedule Analyze coordination of all prior processes in this set

Task 05

>Repeat Task 04; if aligned, continue to Task 06

Develop a human resource managementplan by defining the roles andresponsibilities of the project teammembers in order to create an effectiveproject organization structure and provideguidance regarding how resources will beutilized and managed.

9.1 Develop Human Resource Plan

>HR mgmt plan

Plan HR

Task 06 Develop a communication plan based onthe project organization structure andexternal stakeholder requirements, in order to manage the flow of project information.

10.2 Develop Communications Plan

>Comm mgmt plan

Plan Comm

Task 07 Develop a procurement plan based on theproject scope and schedule, in order toensure that the required project resourceswill be available.

12.1 Plan Procurements

>Procure mgmt plan

Plan Procure

Task 08 Develop a quality management plan basedon the project scope and requirements, inorder to prevent the occurrence of defectsand reduce the cost of quality

8.1 Plan Quality

>Quality

Plan Quality

Task 09 Develop a change management plan bydefining how changes will be handled, inorder to track and manage changes.

4.2 Develop Project Management Plan

Plan Integrate

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Task 10

>Repeat Task 09, then continue to Task 11

Develop a risk management plan byidentifying, analyzing, and prioritizingproject risks and defining risk responsestrategies, in order to manage uncertaintythroughout the project life cycle.

11.1 Plan Risk Management >Risk mgmt plan

Plan Risk how to conduct risk management activitiesprioritizing risks for further analysis or action by assessing and combining their probability of occurrence and impact

11.2 Identify Risks

determine which risks will affect project and document change

11.3 Perform Qualitative Risk Analysis

numerical analysis of identified risk>analyze risk effects

11.4 Perform Quantitative Risk Analysis

options and actions to enhance opportunities and to reduce threats to project

11.5 Plan Risk Responses

Task 11 Present the project plan to the key stakeholders (if required), in order to obtain approval to execute the project.

10.3 Distribute Information

Execute Comm Managing communications

10.4 Manage Stakeholder Expectations

Interfacing with stakeholders

Task 12>Repeat Task 09 – 11; then, continue to Domain 03

Conduct a kick-off meeting with all keystakeholders, in order to announce thestart of the project, communicate theproject milestones, and share otherrelevant information.

4.3 Direct and Manage Project Execution

Execute Integrate Implement approved changes

9.3 Develop Project Team>Performance Measurement Baseline

Execute HR Improve competencies, team interaction, and overall team environment to enhance project performance

TASK CLASSIFICATION NOTES

Domain 03 Executing the Project - 30%

Sequence PMBOK Group Area

Task 01 Obtain and manage project resourcesincluding out-sourced deliverables byfollowing the project plan, in orderto ensure successful project execution.

9.2 Acquire Project Team

Execute HR Pre-assignment, acquisition, negotiation and virtual

12.2 Conduct Procurements

Execute Procure Seller responses, selecting seller, contract award

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Task 02 Execute the tasks as defined in the project plan, in order to achieve the project deliverables within budget and schedule.

4.3 Direct and Manage Project Execution

Execute Integrate

Task 03 Implement the quality management planusing the appropriate tools and techniques, in order to ensure that work is being performed according to required quality standards.

8.2 Perform Quality Assurance

Execute Quality

Task 04 Implement approved changes according to the change management plan, in order to meet project requirements.

4.3 Direct and Manage Project Execution

Execute Integrate

Task 05 Implement approved actions (e.g. workarounds) by following the risk management plan, in order to minimize the impact of the risks on the project.

11.6 Monitor and Control Risks

M&C Risks

Task 06 Maximize team performance throughleading, mentoring, training, andmotivating team members.

9.3 Develop Project Team

Execute HR Enhancing teamwork; forming, storming, norming, performing, adjourning

9.4 Manage Project Team

Tracking performance, provide feedback, resolve issues, manage changes

TASK CLASSIFICATION NOTES

Domain 04 Monitoring and Controlling the Project - 25%

Sequence PMBOK Group Area

Task 01 Measure project performance using appropriate tools and techniques, in order to identify and quantify any variances, perform approved corrective actions, and communicate with relevant stakeholders.

10.5 Report Performance

M&C Comm

Task 02 Manage procurement relationships, monitor contract performance, and manage contract changes by following the project plan in order to meet contractual obligations and to protect the legal rights of the buyer and/or seller.

12.3 Administer Procurements

M&C Procure

Manage changes to the project scope, 5.5 Control Scope M&C Scope Product and whole project Scope status

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Task 03 schedule, and costs by updating theproject plan and communicating approved changes to the team, in order to ensure that revised project goals are met.

6.6 Control Schedule M&C Time Status re:schedule baseline changes

7.3 Control Costs M&C Cost Status re: cost baseline changes

4.5 Perform Integrated Change Control

M&C Integrate Review all change requests, change approval, change mgmt of deliverables, OPA, PD's, & PM Plan

Task 04 Ensure that project deliverables conformto the quality standards established inthe quality management plan by usingappropriate tools and techniques (e.g.testing, inspection, control charts), in order to satisfy customer requirements.

8.3 Perform Quality Control

M&C Quality

Task 05 Update the risk register and risk response plan by identifying any new risks, assessing old risks, and determining and implementing appropriate response strategies, in order to manage the impact of risks on the project.

11.6 Monitor and Control Project Risks

M&C Risk

Task 06>Repeat Task 03, then continue to Task 07

Assess corrective actions on the issueregister and determine next steps forunresolved issues by using appropriatetools and techniques in order to minimizethe impact on project schedule, cost, andresources.

4.4 Monitor and Control Project Work

M&C Integrate

Task 07 Communicate project status to stakeholders for their feedback, in order to ensure the project aligns with business needs.

10.3 Distribute Information

Execute Comm Communication channels

10.4 Manage Stakeholder Expectations

Interfacing

TASK CLASSIFICATION NOTES

Domain 05 Close the Project - 8%

Sequence PMBOK Group Area

Task 01 Obtain final acceptance of the projectdeliverables by working with the sponsor

5.4 Verify Scope M&C Scope

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and/or customer, in order to confirm thatproject scope and deliverables were met.

Task 02 Transfer the ownership of deliverables tothe assigned stakeholders in accordancewith the project plan, in order to facilitateproject closure.

12.4 Close Procurements

Close Procure

Task 03 Obtain financial, legal, and administrativeclosure using generally accepted practices, in order to communicate formal project closure and ensure no further liability.

4.6 Close Project or Phase

Close Integrate

Task 04 Distribute the final project report including all project closure-related information, project variances, and any issues, in order to provide the final project status to all stakeholders.

10.3 Distribute Information

Execute Comm

Task 05 Collate lessons learned throughcomprehensive project review, in order tocreate and/or update the organization’sknowledge base.

4.6 Close Project or Phase

Close Integrate

Task 06 Archive project documents and material in order to retain organizational knowledge, comply with statutory requirements, and ensure availability of data for potential use in future projects and internal/external audits.

4.6 Close Project or Phase

Close Integrate

TASK CLASSIFICATION NOTES

Domain 06 Professional & Social Responsibility

Area PMCOE

Responsibility Contribute to the PM Knowledge Base

Respect Promote Interaction Among Stakeholders

Fairness Enhance Professional Competence

Honesty Ensure Individual Integrity

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