Professional Documents
Culture Documents
PMP Awareness
Introduction
Please open your handouts and write down your notes Language: English and Arabic Attendance Sheet Refreshments Facilities (parking lot, toilets, prayer room, break area, and restaurant)
Intro (Cont)
Agenda Daily Schedule Trainer Profile Objectives of This Course Material How to Read the Handouts? Course Ground Rules
3
Agenda
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
Daily Schedule
Session 1: Break: Session 2: Break: Session 3: Break: Session 4:
5
13:30 15:00 15:00 15:15 15:15 16:15 16:15 16:45 16:45 18:15 18:15 18:45 18:45 20:45
Trainer Profile:
Name: Molham Aldrobi Background:
Bachelor in Computer Eng. / Msc in Computer Science (Artificial Intelligence) Certified PMP Lecturer: McGill University - Canada Managed many projects in North America, Far East, Middle East Managed hundred of Millions projects Trained Thousands of people
Project Managment
8
Contents at a glance Contents of each main title Contents of lengthy sub-titles Highlight at the start of each main title
Ground Rules
Attend 80% or more of the Course to get your certificate of attendance On time: Come on time and return back from breaks on time No mobiles, PDAs or laptops please! No smoking
10
11
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
12
Key Concepts
What is a Project?
Project vs. Operational Work Projects and Strategic Planning
What is Project Management (PM)? PMBOK and PMBOK Guide The Triple Constraint Areas of Expertise Key Terms in PM The Project Life Cycle Organizational Influences
13
14
What is a Project?
Temporary
Has a clear start and end. End means
Objectives are met, will not be met or cannot be met Project is not needed any more
15
What is a Project?
(Cont)
Progressively elaborated
Less details at the start More details are known with time Iterative
16
Projects
Temporary and unique Its purpose is to fulfill its objectives and terminate
17
Similarities
Performed by people Resource constrained Planned, executed and controlled
18
Why Projects
19
PM Includes
Identifying project requirements Establishing clear yet achievable objectives Balancing the triple constraint Adapting the specifications, plans, and approach to the different concerns of the all stakeholders
20
21
The PMBOK
The Project Management Body of Knowledge (PMBOK) is all the knowledge about the project management profession A Guide to the PMBOK is a standard developed by PMI to identify that subset of the PMBOK that is generally recognized as good practices (PMBOK Guide 3)
22
The PMBOK
(cont)
PMBOK Guide addresses single projects only PM team responsible to customize the PMBOK Guide to fit their project
23
st Co
Ti m
24
Quality Scope
Areas of Expertise
Interpersonal skills
25
Processes Interactions
Initiating Processes
Closing Processes
Executing Processes
Phase
Phase
Phase
Phase
Initiating Processes
Closing Processes
Initiating Processes
Closing Processes
Initiating Processes
Closing Processes
Initiating Processes
Closing Processes
Executing Processes
Executing Processes
Executing Processes
Executing Processes
26
Key Terms in PM
27
Program Program A
Proj X
Extra Benefit
Proj Y
Proj Z
28
Portfolio Portfolio
Program A
Proj X
Strategic Objective
Extra Benefit
Proj Y
Proj N Operations
Proj Z
Proj M
Program B
Proj U
Extra Benefit
Proj W
Proj V
29
Subproject
Sub X2
30
An organizational unit (ex. department) Centralizes and brings together PM Other names
Project Office Program Management Office Program Office
31
PMO Functions
(Cont)
Make recommendations Provide PM support (training, software, standardized policies and procedures) Manage and responsible for achieving projects objectives Involved in the selection, management, and redeployment of project personnel
32
OPM3
Organizational Project Management Maturity Model Developed by PMI for the overall organizational maturity in PM
33
Management by Projects
Differs from PM Management approach that should be adapted and supported by top management Example: publishing a newspaper or magazine
34
Stakeholders
35
Stakeholders (Cont)
Includes
Project Manager Customer/ user Performing Organization Sponsor Project Management Team Project Team PMO Others (Influencers)
36
The Relationship Between Stakeholders and the Project (Fig 2-5, PMBOK 25)
Project
Project Sponsor
Project Manager
Project Stakeholders
37
Stakeholders
(Cont)
38
Stakeholders
(Cont)
The PM Should
Identify stakeholders Determine their requirements Determine and manage their expectations Communicate with them Manage their influences (negative and positive)
39
The set of tools, techniques, methodologies, resources, and procedures used to manage a project
40
Characteristics of the Project Life Cycle Characteristics of Project Phases Project Life Cycle & Product Life Cycle
41
Sequential Defines project phases No one ideal project life cycle It could be general or detailed When moving from one phase to another
Technical handover Deliverables examination
42
(Cont)
43
(Cont)
The level of uncertainty (and therefore risk) is highest at start Certainty gets progressively better with time
44
(Cont)
High
End
Influence of Stakeholders
Low
45
Deliverables
A deliverable is an assessable, quantifiable, verifiable work result such as feasibility study report, prototype, or design document Types of deliverables
PM Process deliverable Final product Component of the final product
46
(Cont)
For larger projects, a phase can be divided into phases Each project phase includes all PM process groups
47
Organizational Influences
Introduction Organizational Systems Organizational Cultures and Styles Organizational Structure The Role of PMO in Organizational Structures
48
A project is influenced by
The organization that initiated it How mature the organization is with respect to
Project Management System Culture and style Organizational Structure
PMO
49
Organizational Systems
Project-based organizations
Primarily derive their revenues from projects Adapted Management by Projects
Non-project-based organizations
Lack management systems that support project needs This makes PM more difficult May have organizational units that work as a project-based organization
50
Beliefs, shared values, norms, and expectations Policies and procedures View of authority relationships Work hours and work ethics
51
Organizational Structure
52
Functional Organization
Project Coordination
Projectized Organization
Project Coordination
Project Coordination
Project Coordination
Project Coordination
Composite Organization
Project B Coordination
Project A Coordination
58
(Fig 2-6,
Matrix
Functional
Weak Matrix
Limited
Balanced Matrix
Low to Moderate Low to Moderate Mixed Full-time
Strong Matrix
Moderate to High Moderate to High Project Manager Full-time
Projectized
Project Managers Authority Resource Availability Who controls the project budget Project Managers Role Project Management Administrative Staff
59
Part-time
Part-time
Part-time
Full-time
Full-time
(Cont)
In matrix organizations PM and functional manager share project responsibility Resources in Matrix organizations have two bosses! dual reporting PM responsible to have a successful project
60
61
Project Coordination
Project Coordination
Project Coordination
Project Coordination
Project B Coordination
Project A Coordination
67
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
68
69
Introduction
70
71
PM Process Groups
Closing Processes
Executing Processes
72
73
74
75
76
PM Process Groups
(Cont)
All five groups are required for any project Not all processes are required Independent of application area Iterated throughout the project
77
Processes Interactions
Initiating Planning Process Process Group Group
Start
Time
Fig 3-11, PMBOK 68
78
Finish
PM Process Mapping
79
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
80
Initiating
Planning
Executing
M&C
Closing
Initiating
Initiating: Grants the approval and authorization to assign the organizations resources to working on the project or phase. It happens at the start of the project or project phase
81
Initiating
Planning
Executing
M&C
Closing
Initiating
(Cont)
Project Boundaries
Monitoring and Controlling Processes Planning Processes
Project Deliverables
End Users
Project Inputs
Initiating Processes
Closing Processes
Executing Processes
Project Records
Process Assets
Initiating
Planning
Executing
M&C
Closing
Initiating
(Cont)
Starts a project or project phase Define project purpose Identify project objectives Initial scope description Define required resources Assign and authorize PM Document initial assumptions and constraints Divide large projects into phases
83
Initiating
Planning
Executing
M&C
Closing
Initiating
(Cont)
Initiating
Planning
Executing
M&C
Closing
Planning
Planning: Describes and purifies objectives, and plans all actions required to achieve the objectives and scope that the project was carried out to address
85
Initiating
Planning
Executing
M&C
Closing
Planning
(Cont)
Develops the PM plan Identifies, defines, and matures the project scope, cost and Schedule Iterative and progressively elaborated
86
Initiating
Planning
Executing
M&C
Closing
Planning
(Cont)
PM plan is a live document Caution: plans are developed to be followed but they can and will change over the Program of the project execution Planning cannot continue forever
The Performing Organization procedures should identify when it should stop
87
Initiating
Planning
Executing
M&C
Closing
88
Initiating
Planning
Executing
M&C
Closing
Executing
Executing: Puts together people, materials, tools, and other resources to undertake the PM plan for the project Processes to do the PM plan
89
Initiating
Planning
Executing
M&C
Closing
Executing
(Cont)
Coordinating people and other resources Integrating and performing project activities The Executing processes consumes the majority of the project budget
90
Initiating Executing
(Cont)
Planning
Executing
M&C
Closing
Perform Quality Assurance 3.2.3.2 (8.2) Acquire Project Team 3.2.3.3 (9.2) Information Distribution 3.2.3.5 (10.2)
Initiating M&C
Planning
Executing
M&C
Closing
92
Initiating M&C
(Cont)
Planning
Executing
M&C
Closing
Scope Control 3.2.4.4 (5.5) Schedule Control 3.2.4.5 (6.6) Cost Control 3.2.4.6 (7.3)
Perform Quality Control 3.2.4.7 (8.3) Manage Project Team 3.2.4.8 (9.4) Performance Reporting 3.2.4.9 (10.3) Manage Stakeholders 3.2.4.10 (10.4) Risk Monitoring and Control 3.2.4.11 (11.6) Contract Administration 3.2.4.12 (12.5)
Initiating Closing
Planning
Executing
M&C
Closing
Closing: Brings a formal acceptance of the project, service, or result and orderly end activities of a project phase or the project itself
94
Initiating
Planning
Executing
M&C
Closing
Closing
(Cont)
When completed
Verifies that the defined processes are completed within all the Process Groups to close the project or a project phase, as appropriate Formally establishes that the project or project phase is finished (PMBOK Guide 66)
95
Initiating
Planning
Executing
M&C
Closing
Closing
(Cont)
Monitoring & Monitoring & Controlling Controlling Process Process Group Group
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
97
Inputs to the first process and available for succeeding processes in their latest updated form
PM plan Organizational Process Assets Enterprise Environmental Factors
99
What is a Process?
A set of interconnected actions and activities carried out to attain a particular set of services, products, or results
101
Initiating
Planning
Executing
M&C
Closing
3.2.1.1 4.1
T&T .1 Project Selection Methods .2 PM Methodology .3 PM Information System (PMIS) .4 Expert Judgment
Integration
102
Initiating
Planning
Executing
M&C
Closing
3.2.1.2 4.2
Inputs .1 Project Charter .2 Project Statement of Work .3 Enterprise Environmental Factors .4 Organizational Process Assets T&T .1 PM Methodology .2 PMIS .3 Expert judgment
Integration
103
Initiating
Planning
Executing
M&C
Closing
3.2.1.2 4.2
Integration
104
Planning
Executing
M&C
Closing
3.2.2.1 4.3
Inputs .1 Preliminary project scope statement .2 PM processes (~PMBOK Guide!) .3 Enterprise Environmental Factors .4 Organizational Process Assets T&T .1 PM methodology .2 PMIS .3 Expert judgment
Integration
Outputs .1 PM Plan
105
Planning
Executing
M&C
Closing
3.2.2.1 4.3
(Cont)
Templates
Scope Mgt Plan Component Schedule Mgt Plan Component Cost Mgt Plan Component
PM Plan
Component
Integration
Component
Components
106
Initiating
Planning
Executing (Cont)
M&C
Closing
3.2.3.1 4.4
Integration
107
Initiating
Planning
Executing (Cont)
M&C
Closing
3.2.3.1 4.4
Integration
Scrap
Approved Y
Defect Repair
108
Initiating
Planning
Executing
M&C
Closing
3.2.3.1 4.4
Inputs .1 PM Plan .2 Approved Corrective Actions .3 Approved Preventive Actions .4 Approved Change Requests .5 Approved Defect Repair .6 Validated Defect Repair .7 Administrative Closure Procedure Outputs .1 Deliverables .2 Requested Changes .3 Implemented Change Requests .4 Implemented Corrective Actions .5 Implemented Preventive Actions .6 Implemented Defect Repair .7 Work Performance Info.
109
Integration
Initiating
Planning
Executing
M&C
Closing
3.2.4.1 4.5
Monitor all project processes from initiating, planning, executing and closing Corrective or preventive actions are recommended to control and direct the project performance
Integration
110
Initiating
Planning
Executing
M&C
Closing
3.2.4.1 4.5
Integration
111
Initiating
Planning
Executing
M&C
Closing
3.2.4.1 4.5
Inputs .1 PM Plan .2 Work Performance Information .3 Rejected Change Requests T&T .1 PM Methodology .2 PMIS .3 Earned Value Technique .4 Expert Judgment
Integration
112
Outputs .1 Recommended Corrective Actions .2 Recommended Preventive Actions .3 Forecasts .4 Recommended Defect Repair .5 Requested Changes
Initiating
Planning
Executing
M&C
Closing
3.2.4.2 4.6
From start to end Required because projects hardly ever run exactly according to the PM Plan
Integration
113
Initiating
Planning
(Cont)
Executing
M&C
Closing
3.2.4.2 4.6
Integration
Initiating
Planning
Executing
M&C
Closing
3.2.5.1 4.7
Close Project
Integration
115
Initiating
Planning
Executing
M&C
Closing
3.2.5.1 4.7
Close Project
(Cont)
Inputs .1 PM Plan .2 Contract Documentation .3 Enterprise Environmental Factors .4 Organizational Process Assets .5 Work Performance Information .6 Deliverables Outputs .1 Administrative Closure Procedure .2 Contract Closure Procedure .3 Final Product, Service, or Result .4 Organizational Process Assets (update)
Integration
116
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
117
Initiating
Planning
Executing
M&C
Closing
3.2.2.2 5.1
Scope Planning
(Cont)
Inputs .1 Enterprise Environmental Factors .2 Organizational Process Assets .3 Project Charter .4 Preliminary Project Scope Statement .5 PM Plan
Scope
118
Initiating
Planning
Executing
M&C
Closing
3.2.2.2 5.1
(Cont)
Scope
119
Initiating
Planning
Executing
M&C
Closing
3.2.2.3 5.2
Scope Definition
Developing an in depth project scope statement as the foundation for future scope activities. Expand the Preliminary Project Scope Statement
Scope
120
Initiating
Planning
Executing
M&C
Closing
3.2.2.3 5.2
Scope Definition
(Cont)
Inputs .1 Organizational Process Assets .2 Project Charter .3 Preliminary Project Scope Statement .4 Project Scope Management Plan .5 Approved Change Requests
Scope
Outputs .1 Project Scope Statement .2 Requested Changes .3 Project Scope Management Plan (Updates)
121
Planning
Executing
M&C
Closing
3.2.2.4 5.3
Work Break Down Structure. Defining and organizing the total scope of the project using a ranking tree structure. Subdivides projects work into lesser, more controllable, manageable pieces Work Packages
The lowest rank of the WBS Can be scheduled, cost projected, monitored, and controlled
Scope
122
Planning
Executing
M&C
Closing
3.2.2.4 5.3
Inputs .1 Organizational Process Assets .2 Project Scope Statement .3 Project Scope Management Plan .4 Approved Change Requests T&T .1 WBS templates .2 Decomposition
Scope
123
Outputs .1 Project Scope Statement (updates) .2 WBS .3 WBS Dictionary .4 Scope baseline .5 Project Scope Management Plan (updates) .6 Requested Changes
Planning
Executing
M&C
Closing
3.2.2.4 5.3
Scope
124
Planning
Executing
M&C
Closing
3.2.4.3 5.4
Incorporates reviewing deliverables to assure that it is done satisfactory Even if the project is terminated early, it should be established
Scope
125
Initiating
Planning
Executing
M&C
Closing
3.2.4.3 5.4
Differs from QC
Scope verification is concerned with acceptance of the deliverables QC is concerned with complying with the quality requirements
Scope
126
Initiating
Planning
Executing
M&C
Closing
3.2.4.3 5.4
Scope
127
Initiating
Planning
Executing
M&C
Closing
3.2.4.4 5.5
Scope Control
Assures all requested changes are processed through the Integrated Change Control Integrated with other control processes
Scope
128
Initiating
Planning
Executing
M&C
Closing
3.2.4.4 5.5
Scope
Outputs .1 Project Scope Statement (Updates) .2 WBS (Updates) .3 WBS Dictionary (Updates) .4 Scope Baseline (Updates) .5 Requested Changes .6 Recommended Corrective Action .7 Organizational Process Assets (Updates) .8 PM Plan (Updates)
T&T .1 Change Control System .2 Variance Analysis .3 Replanning .4 Configuration Management System
129
Initiating
Planning
Executing
M&C
Closing
3.2.4.4 5.5
T&T .1 Change Control System .2 Variance Analysis .3 Replanning .4 Configuration Management System
Scope
130
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
131
Initiating
Planning
Executing
M&C
Closing
3.2.2.5 6.1
Activity Definition
Decomposing Work Packages into smaller components (Schedule Activities) to provide basis for estimation Schedule Activities are not part of the WBS
Often carried out by the project team members in charge of the work package
Time
132
Initiating
Planning
Executing
M&C
Closing
3.2.2.5 6.1
T&T .1 Decomposition .2 Templates .3 Rolling Wave Planning .4 Expert judgment .5 Planning Component
Time
133
Planning
Executing
M&C
Closing
3.2.2.6 6.2
Recognizing and documenting the sound associations among schedule activities Shows leads and lags
Time
134
Initiating Activity Sequencing (Cont) Inputs .1 Project Scope Statement .2 Activity List .3 Activities Attributes .4 Milestone List .5 Approved Change Requests
Planning
Executing
M&C
Closing
3.2.2.6 6.2
T&T .1 Precedence Diagramming Method (PDM) .2 Arrow Diagramming Method (ADM) .3 Schedule Network Templates .4 Dependency Determination .5 Applying Leads and Lags
Time
Outputs .1 Project Schedule Network Diagram .2 Activity list (updates) .3 Activity attributes (updates) .4 Requested changes
135
Initiating
Planning
Executing
M&C
Closing
3.2.2.6 6.2
1
C
4
H F
5
G
Begin
End
I K
L 12 Activities 2 Dummies
Time
136
Initiating
Planning
Executing
M&C
Closing
3.2.2.6 6.2
Activity
Time
t1
137
t2
t3
t4
time
Initiating
Planning
Executing
M&C
Closing
3.2.2.7 6.3
Time
138
Initiating
Planning
Executing
M&C
Closing
3.2.2.7 6.3
T&T .1 Expert Judgment .2 Alternative Analyses .3 Published Estimating Data .4 PM Software .5 Bottom-up Estimating
Time
139
Outputs 1.Activity Resource Requirements 2.Activity Attributes (updates) 3.Resource Breakdown Structure 4.Resource Calendar (updates) 5.Requested Changes
Initiating
Planning
Executing
M&C
Closing
3.2.2.8 6.4
Time
140
Initiating
Planning
Executing
M&C
Closing
3.2.2.8 6.4
T&T .1 Expert Judgment .2 Analogous Estimating .3 Parametric Estimating .4 Three-Point Estimates .5 Reserve Analysis
Time
141
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Schedule Development
Iterative process Determines planned start and finish dates for each activity The Schedule Management Plan
Output of the Develop PM Plan process Sets the layout, format and establishes criteria for developing and managing, and controlling the project schedule
Time
142
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Time
143
Outputs .1 Project Schedule .2 Schedule Model Data .3 Schedule Baseline .4 Resource requirements (updates) .5 Activity Attributes (updates) .6 Project Calendar (updates) .7 Requested Changes .8 PM Plan (updates) Schedule Management Plan (updates)
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Time
T&T .1 Schedule Network Analysis .2 Critical Path Method .3 Schedule Compression .4 What-If Scenario Analysis .5 Resource Leveling .6 Critical Chain Method .7 PM Software .8 Applying Calendars .9 Adjusting Leads and Lags .10 Schedule Model
144
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Time
145
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Free Float is the amount of time for an activity to be delayed without delaying the early start of any immediate successor activity Schedule flexibility (Total Float) is calculated by the positive difference between early and late dates for each path
Time
146
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Time
147
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Progressive elaboration may cause CP to change during the project life PM should pay close attention to paths that are close to CP Critical Activities are those that are on the CP
Time
148
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
(Cont)
Activity
A B C D E F End
149
Preceding Activity
Begin A B, E Begin D D C, F
Estimate
3 2 4 2 5 5 0
Time
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Schedule Development: T&T CPM Tutorial Constructing the network (Cont) 3 A 2 B 4 C Begin 2 Legend:
Blue: Duration Black: ES & EF Orange: LS & LF Red: Critical Path Green: Float
5 E
A Begin A B, E Begin D D C, F
End
3 2 4 2 5 5 0
5 F
B C D E F End
Time
150
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Schedule Development: T&T CPM Tutorial: Forward Pass (Cont) 3 2 0 A 3 3 B 5 4 7 C Begin 0 2 Legend:
Blue: Duration Black: ES & EF Orange: LS & LF Red: Critical Path Green: Float
11 11 End
5 2 E 2 5 2 F 7 7
0 D
A B C D E F End
Begin A B, E Begin D D C, F
3 2 4 2 5 5 0
Time
151
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
2 5 4 7 7 C 7 11 11 11 End
0 2
Legend:
Blue: Duration Black: ES & EF Orange: LS & LF Red: Critical Path Green: Float
0 D 0
3 2 4 2 5 5 0
Time
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Schedule Development: T&T CPM Tutorial: Critical Path (Cont) Use either 2 3 2 2 2 Float = LS-ES 0 3 3 Float = LF-EF A B 2 5 5 Begin 0 0 Legend:
Blue: Duration Black: ES & EF Orange: LS & LF Red: Critical Path Green: Float
2 5 0 7 5 0 7 7 7 C 7 4
0 2 E 2 4 2 2 F 6
0 2
0 D 0
Begin A B, E Begin D D C, F
3 2 4 2 5 5 0
4 7 11
B C D E F End
Time
153
Initiating
Planning
Executing
M&C
Closing
3.2.2.9 6.5
Obtain the greatest amount of compression for the least cost increment Does not always generate a feasible substitute May lead to an increased cost
Time
154
Initiating
Planning
Executing
M&C
Closing
3.2.4.5 6.6
Schedule Control
Deciding on the current status of the project schedule Influencing the factors that make schedule changes Verifying that the project schedule has changed Managing and controlling the actual changes as they occur
Time
155
Initiating
Planning
Executing
M&C
Closing
3.2.4.5 6.6
Time
Outputs .1 Schedule Model Data (Updates) .2 Schedule Baseline (Updates) .3 Performance Measurements .4 Requested Changes .5 Recommended Corrective Action .6 Organizational Process Assets (Updates) .7 Activity List (updates) .8 Activity Attributes (updates) .9 PM Plan (Updates)
156
T&T .1 Progress Reporting .2 Schedule Change Control System .3 Performance Measurement .4 PM Software .5 Variance Analysis .6 Schedule Comparison Bar Charts
Initiating
Planning
Executing
M&C
Closing
3.2.4.5 6.6
Time
157
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
158
Initiating
Planning
Executing
M&C
Closing
3.2.2.10 7.1
Cost Estimating
Develop an estimate of resource costs to complete every activity The estimator should consider the likely causes of variation of the cost estimates, as well as risks Includes identifying, recognizing, and considering various cost alternatives
Cost
159
Initiating
Planning
Executing
M&C
Closing
3.2.2.10 7.1
Cost
Initiating
Planning
Executing
M&C
Closing
3.2.2.10 7.1
Cost
T&T .1 Analogous Estimating .2 Determine Resource Cost Rates .3 Bottom-up Estimating .4 Parametric Estimating .5 PM Software .6 Vendor Bid Analysis .7 Reserve Analysis .8 Cost of Quality
161
Initiating
Planning
Executing
M&C
Closing
3.2.2.11 7.2
Cost Budgeting
Totaling the estimated costs of all project activities or work packages Establishes a cost baseline which is used to measure project performance
Cost
162
Initiating
Planning
Executing
M&C
Closing
3.2.2.11 7.2
T&T .1 Cost Aggregation .2 Reserve Analysis .3 Parametric Estimating .4 Funding Limit Reconciliation
Cost
Initiating
Planning
Executing
M&C
Closing
3.2.2.11 7.2
Cost
Total Cost of Project = Total Cost of all Control Accounts = Total Cost of all Work Packages = Total Cost of all Activities
164
Higher Amounts
Initiating
Planning
Executing
M&C
Closing
3.2.4.6 7.3
Cost Control
Component of Integrated Change Control Looks for causes of positive and negative variances
Cost
165
Initiating
Planning
Executing
M&C
Closing
3.2.4.6 7.3
Cost
166
Outputs .1 Cost Estimates (Updates) .2 Cost Baseline (Updates) .3 Performance Measurements .4 Forecasted Completion .5 Requested Changes .6 Recommended Corrective Action .7 Organizational Process Assets (Updates) .8 PM Plan (Updates)
Initiating
Planning
Executing
M&C
Closing
3.2.4.6 7.3
Inputs .1 Cost Baseline .2 Project Funding Requirements .3 Performance Reports .4 Work Performance Information .5 Approved Change Requests .6 PM Plan
Cost
T&T .1 Cost Change Control System .2 Performance Measurement Analysis .3 Forecasting .4 Project Performance Reviews .5 PM Software .6 Variance Management
167
Initiating
Planning
Executing
M&C
Closing
3.2.4.6 7.3
Activity A B C D Project
Cost
168
Initiating
Planning
Executing
M&C
Closing
3.2.4.6 7.3
Activity
Data Date
B C D Project
D C B A
Cost
Time 1
169
Initiating
Planning
Executing
M&C
Closing
3.2.4.6 7.3
Activity
Data Date
B C D Project
D C B A 100% Time 1
170
50% 100%
Cost
Initiating
Planning
Executing
M&C
Closing
3.2.4.6 7.3
EV/AC EV/PV
Activity
A B C D Project
171
PV
1,000 500 800 --2,300
AC
1,000 1,000 200 --2,200
EV
1,000 500 400 --1,900
CV
0 -500 200 ---300
SV
0 0 -400 ---400
CPI
1 0.5 2 --0.86
SPI
1 1 0.5 --0.83
Cost
Initiating
Planning
Executing
M&C
Closing
3.2.4.6 7.3
Cumulative Values
CV SV
Cost
172
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
173
Includes all the activities of the performing organization that determine quality
Policies Objectives, and Responsibilities the project will satisfy the needs for which it was undertaken
Quality
174
Initiating
Planning
Executing
M&C
Closing
3.2.2.12 8.1
Quality Planning
Involves
Identifying which quality standards are relevant to the project Determining how to satisfy them
Quality is
Planned, designed and built-in Not inspected in
Quality
175
Initiating
Planning
Executing
M&C
Closing
3.2.2.12 8.1
Quality
Outputs .1 Quality Management Plan .2 Quality Metrics .3 Quality Checklists .4 Process Improvement Plan .5 Quality Baseline .6 PM Plan (Updates)
176
T&T .1 Cost-benefit Analysis .2 Benchmarking .3 Design of Experiments .4 Cost of Quality (COQ) .5 Additional Quality Planning Tools
Initiating
Planning
Executing
M&C
Closing
3.2.2.12 8.1
(Cont)
Quality
177
Initiating
Planning
Executing
M&C
Closing
3.2.3.2 8.2
Quality
Outputs .1 Requested Changes .2 Recommended Corrective Actions .3 Org. Process Assets (updates) .4 PM Plan (updates)
178
Initiating
Planning
Executing
M&C
Closing
3.2.4.7 8.3
Quality
179
Outputs .1 QC Measurements .2 Validated Defect Repair .3 Quality Baseline (updates) .4 Recommended Corrective Actions .5 Recommended Preventive Actions .6 Requested Changes .7 Recommended Defect Repair .8 Org. Process Assets (updates) .9 Validated Deliverables .10 PM Plan (updates)
Initiating
Planning
Executing
M&C
Closing
3.2.4.7 8.3
Quality
T&T .1 Cause and Effect Diagram .2 Control Charts .3 Flowcharting .4 Histogram .5 Pareto Chart .6 Run Chart .7 Scatter Diagram .8 Statistical Sampling .9 Inspection .10 Defect Repair Review
180
Initiating
Planning
Executing
M&C
Closing
3.2.4.7 8.3
Energy
Measurement
Personnel
Environment
Quality
Potential Causes
Fig 8-6, PMBOK 192
181
Effect
Initiating
Planning
Executing
M&C
Closing
3.2.4.7 8.3
Quality
182
Initiating
Planning
Executing
M&C
Closing
3.2.4.7 8.3
Quality
183
Initiating
Planning
Executing
M&C
Closing
3.2.4.7 8.3
Quality
Example of a Control Chart of Project Schedule Performance (Fig 8-7, PMBOK 193)
184
Initiating
Planning
Executing
M&C
Closing
3.2.4.7 8.3
Quality
185
Initiating
Planning
Executing
M&C
Closing
3.2.4.7 8.3
100 80 75
30
20
50
10
Frequency by Cause
25
Quality
Car Problems
Initiating
Planning
Executing
M&C
Closing
3.2.4.7 8.3
Normal Distribution
The most common probability distribution chart A bill curve shape
Quality
187
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
188
Initiating
Planning
Executing
M&C
Closing
3.2.2.13 9.1
HR Planning
Human Resources
189
Initiating
Planning
Executing
M&C
Closing
3.2.2.13 9.1
HR Planning (Cont)
Inputs .1 Enterprise Environmental Factors .2 Organizational Process Assets .3 PM Plan Activity Resource Requirements
Human Resources
T&T .1 Organization Charts and Position Descriptions .2 Networking .3 Organizational Theory Outputs .1 Roles and Responsibilities .2 Project Organization Charts .3 Staffing Management Plan
190
Initiating
Planning
Executing
M&C
Closing
3.2.3.3 9.2
Get hold of the HR required to complete the project PM team may or may not have power over team members chosen for the project
Human Resources
191
Initiating
Planning
Executing
M&C
Closing
3.2.3.3 9.2
Human Resources
Outputs .1 Project Staff Assignments .2 Resource Availability .3 Staffing Management Plan (updates)
192
Initiating
Planning
Executing
M&C
Closing
3.2.3.4 9.3
Human Resources
Objectives
Enhance skills of team members increase their capability to complete project activities Enhance feelings among team members increase productivity through superior team work
193
Initiating
Planning
Executing
M&C
Closing
3.2.3.4 9.3
Human Resources
Initiating
Planning
Executing
M&C
Closing
3.2.3.4 9.3
Human Resources
195
Initiating
Planning
Executing
M&C
Closing
3.2.3.4 9.3
Leadership styles
Directing: do this (good at the start of a project) Facilitating: coordinating the input of others Coaching: teaching others Supporting: provide assistance Above three are good during project execution Autocratic: take decisions without input Consultative (Democratic): welcomes others ideas Consensus: problem-solving in a group with decision-making based on group agreement
Human Resources
196
Initiating
Planning
Executing
M&C
Closing
3.2.4.8 9.4
The PM
Observes behavior Manages conflict Resolves issues Appraises team member performance
Human Resources
197
Initiating
Planning
Executing
M&C
Closing
3.2.4.8 9.4
Human Resources
T&T .1 Observation and Conversation .2 Project Perf. Appraisals .3 Conflict Management .4 Issues Log
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
199
Initiating
Planning
Executing
M&C
Closing
3.2.2.14 10.1
Communications Planning
How the information and communications requirements of the stakeholders will be met A vital factor for project success Progressively elaborated process PM spends 90% of his time communicating. PM = Documentation + Justification + Communication + Integration + Change Management
Communications
200
Initiating
Planning
Executing
M&C
Closing
3.2.2.14 10.1
Communications
201
Initiating
Planning
Executing
M&C
Closing
3.2.2.14 10.1
Communications
202
Initiating
Planning
Executing
M&C
Closing
3.2.2.14 10.1
Communications
A 2 1
3 5
203
Initiating
Planning
Executing
M&C
Closing
3.2.3.5 10.2
Communications
204
Initiating
Planning
Executing
M&C
Closing
3.2.3.5 10.2
.1 Communications Skills
Formal or informal Written or oral Internal or external Vertical or horizontal
Communications
205
Initiating
Planning
Executing
M&C
Closing
3.2.3.5 10.2
Initiating
Planning
Executing
M&C
Closing
3.2.4.9 10.3
Performance Reporting
Involves
The gathering of all baseline data Communicating performance information to stakeholders on the projects progress
Communications
Comprises how resources are being used to realize project objectives Reports may be according
To the communications management plan On an exception basis
207
Initiating
Planning
Executing
M&C
Closing
3.2.4.9 10.3
Communications
T&T .1 Information Presentation Tools .2 Performance Information Gathering and Compilation .3 Status Review Meetings .4 Time Reporting Systems .5 Cost Reporting Systems
208
Initiating
Planning
Executing
M&C
Closing
3.2.4.9 10.3
Communications
Outputs .1 Performance Reports .2 Forecasts .3 Requested Changes .4 Recommended Preventive Actions .5 Organizational Process Assets (updates)
T&T .1 Information Presentation Tools .2 Performance Information Gathering and Compilation .3 Status Review Meetings .4 Time Reporting Systems .5 Cost Reporting Systems
209
Initiating
Planning
Executing
M&C
Closing
3.2.4.10 10.4
Communications
T&T .1 Communications Methods .2 Issues Logs Outputs .1 Resolved Issues .2 Approved Change Requests .3 Approved Corrective Actions .4 Organizational Process Assets (updates) .5 PM Plan (updates)
210
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
211
Initiating
Planning
Executing
M&C
Closing
3.2.2.15 11.1
Inputs .1 Enterprise Environmental Factors .2 Organizational Process Assets .3 Project Scope Statement .4 PM Plan
Risk
212
Initiating
Planning
Executing
M&C
Closing
3.2.2.15 11.1
Risk
Initiating
Planning
Executing
M&C
Closing
3.2.2.16 11.2
T&T .1 Documentation Reviews .2 Information Gathering Techniques .3 Checklist Analysis .4 Assumptions Analysis .5 Diagramming Techniques
Risk
214
Initiating
Planning
Executing
M&C
Closing
3.2.2.17 11.3
Risk
215
Initiating
Planning
Executing
M&C
Closing
3.2.2.17 11.3
Fast and cost-effective Should be revisited throughout the project life cycle Facilitates advancing performance of projects by focusing on high priority risks
Risk
216
Initiating
Planning
Executing
M&C
Closing
3.2.2.17 11.3
Risk
217
Initiating
Planning
Executing
M&C
Closing
3.2.2.17 11.3
Risk
218
Initiating
Planning
Executing
M&C
Closing
3.2.2.17 11.3
Threats
0.08 0.04 0.02 0.01 0.10 0.16 0.08 0.04 0.02 0.20 0.32 0.16 0.08 0.04 0.40 0.64 0.32 0.16 0.08 0.80 0.64 0.32 0.16 0.08 0.80
Opportunities
0.32 0.16 0.08 0.04 0.40 0.16 0.08 0.04 0.02 0.20 0.08 0.04 0.02 0.01 0.10
Risk
219
Initiating
Planning
Executing
M&C
Closing
3.2.2.18 11.4
Risk
220
Initiating
Planning
Executing
M&C
Closing
3.2.2.18 11.4
T&T .1 Data Gathering and Representation Technique .2 Quantitative Risk Analysis and Modeling Techniques
Risk
221
Initiating
Planning
Executing
M&C
Closing
3.2.2.18 11.4
-$30M
$70M
Risk
222
Initiating
Planning
Executing
M&C
Closing
3.2.2.18 11.4
$52M
65% $200M
$80M
-$120M
EMV of the Chance Node $41.5M Weak -$10.5M Demand Strong Demand $45.5M
-$30M
$70M
Risk
-$50M
EMV of the Chance Node $49M Weak Demand $3.5M 35% $60M $10M
223
Initiating
Planning
Executing
M&C
Closing
3.2.2.18 11.4
$80M
Build or Upgrade?
EMV of the Chance Node $41.5M Weak -$10.5M 35% Demand $90M Strong Demand $45.5M65%
-$30M
$120M
$70M
Risk
EMV of the Chance Node $49M Weak Demand $3.5M 35% $60M $10M
224
Initiating
Planning
Executing
M&C
Closing
3.2.2.18 11.4
Mean = $46.67M
75%
Probability
50%
25%
12%
0% $41M $38.75M $50M $47.50M
Risk
$30.00M
$56.25M
$65.00M
Cost
Initiating
Planning
Executing
M&C
Closing
3.2.2.19 11.5
Risk
226
Initiating
Planning
Executing
M&C
Closing
3.2.2.19 11.5
T&T .1 Strategies for Negative Risks (Threats) .2 Strategies for Positive Risks (Opportunities) .3 Strategies for Both Threats and Opportunities .4 Contingent Response Strategy
Risk
227
Initiating
Planning
Executing
M&C
Closing
3.2.2.19 11.5
Risk
228
Initiating
Planning
Executing
M&C
Closing
3.2.2.19 11.5
Risk
229
Initiating
Planning
Executing
M&C
Closing
3.2.2.19 11.5
Risk
230
Planning
Executing
M&C
Closing
3.2.4.11 11.6
(Cont)
Inputs .1 Risk Management Plan .2 Risk Register .3 Approved Change Requests .4 Work Performance Information .5 Performance Reports
Risk
Outputs .1 Risk Register (Updates) .2 Requested Changes .3 Recommended Corrective Actions .4 Recomm. Preventive Actions .5 Organizational Process Assets (updates) .6 PM Plan (Updates)
T&T .1 Risk Reassessment .2 Risk Audits .3 Variance and Trend Analysis .4 Technical Perf. Measurement .5 Reserve Analysis .6 Status Meetings
231
Contents at a Glance
Key Concepts The Standard for PM of a Project The PM Process Groups Integration Management Scope Management Time Management Cost Management Quality Management HR Management Communications Management Risk Management Procurement Management Code of Ethics The Exam Tips & Tricks and Simulation Exam
232
Initiating
Planning
Executing
M&C
Closing
3.2.2.20 12.1
Identifies
Which project requirements can best be met by buying or obtaining them from outside the project organization Which needs can be accomplished by the project team
Procurement
233
Initiating
Planning
Executing
(Cont)
M&C
Closing
3.2.2.20 12.1
Involves consideration of
Whether How What How much When to acquire
Procurement
234
Initiating
Planning
Executing
(Cont)
M&C
Closing
3.2.2.20 12.1
Procurement
Outputs .1 Procurement Management Plan .2 Contract Statement of Work .3 Make-or-Buy Decisions .4 Requested Changes
235
Initiating
Planning
Executing
M&C
Closing
3.2.2.21 12.2
Plan Contracting
Prepare the required documents ready to support the next two procurement processes
Procurement
236
Initiating
Planning
Executing
M&C
Closing
3.2.2.21 12.2
Inputs .1 Procurement Management Plan .2 Contract Statement of Work .3 Make-or-Buy Decisions .4 PM Plan
Procurement
237
Initiating
Planning
Executing
M&C
Closing
3.2.3.6 12.3
Procurement
238
Initiating
Planning
Executing
M&C
Closing
3.2.3.7 12.4
Select Sellers
Select the sellers based on evaluation criteria A weighting system. Evaluation factors
Price or cost (off-the-shelf products) Technical (approach) Commercial (price) Some sections of the proposal are evaluated individually
Procurement
239
Initiating
Planning
Executing
M&C
Closing
3.2.3.7 12.4
To mitigate risks, several sources could be obligatory for critical products, services, or results
Procurement
240
Initiating
Planning
Executing
M&C
Closing
3.2.3.7 12.4
Procurement
241
Outputs .1 Selected Sellers .2 Contract .3 Contract Management Plan .4 Resource Availability .5 Procurement Management Plan (updates) .6 Requested Changes
Initiating
Planning
Executing
M&C
Closing
3.2.3.7 12.4
Procurement
T&T .1 Weighting System .2 Independent Estimates .3 Screening System .4 Contract Negotiation .5 Seller Rating System .6 Expert Judgment .7 Proposal Evaluation Techniques
242
Initiating
Planning
Executing
M&C
Closing
3.2.3.7 12.4
2 Methodology Technical Offer 4 Guarantee 3 Bilingual 3 Financial Offer 2 Technical PM Capabilities 2 Personality 1 Bilingual 4 3 Commitment Total Percentage
243
2 1 1 3 1 3 5 4 3
11 4 4 3 9 13 2 6 5 25 16 9 58 48%
4 5 5 5 4 5 4 5 4
43 8 20 15 15 22 8 10 4 32 20 12 112 93%
4 3 4 4 3 4 3 3 3
32 8 12 12 12 17 6 8 3 21 12 9 82 68%
Procurement
Initiating
Planning
Executing
M&C
Closing
3.2.4.12 12.5
Procurement
244
Initiating
Planning
Executing
M&C
Closing
3.2.4.12 12.5
Procurement
T&T .1 Contract Change Control System .2 Buyer-conducted Performance Review .3 Inspections and Audits .4 Performance Reporting .5 Payment System .6 Claims Administration .7 Records Management System .8 Information Technology
245
Initiating
Planning
Executing
M&C
Closing
3.2.4.12 12.5
Procurement
246
Outputs .1 Contract Documentation .2 Requested Changes .3 Recommended Corrective Actions .4 Organizational Process Assets (updates) .5 PM Plan (updates) Procurement Management Plan Contract Management Plan
Initiating
Planning
Executing
M&C
Closing
3.2.5.2 12.6
Contract Closure
Procurement
Initiating
Planning
Executing
M&C
Closing
3.2.5.2 12.6
Unsettled claims may be subject to legal action but after contract closure Early termination is an extraordinary case of contact closure and can be caused by
One of the parties or Mutual agreement of both
Procurement
The rights, authorities, and responsibilities of the parties in case of an early termination are enclosed in a termination clause of the contract
248
Initiating
Planning
Executing
M&C
Closing
3.2.5.2 12.6
Procurement
249
Contents at a Glance
The Credential Key Concepts The Standard for PM of a Project The PM Knowledge Areas Initiating Planning Executing Monitoring & Controlling Closing Code of Ethics The Exam Tips & Tricks and Simulation Exam
250
Code of ethics
251
Commitment to do what is right and honorable Describes the expectations of ourselves and our fellow practitioners Purpose: to instill confidence in the PM profession
252
Applying this code can advance the profession It will help make wise decisions in difficult situations The hope: it will serve as a catalyst for others to study, deliberate and write about ethics
253
Applicable to
All PMI members Non-members but:
Hold PMI certification Apply for a PMI certification Volunteer with PMI
254
Structure
Four main values Comments are not mandatory Glossary
255
Main values
Responsibility Respect Fairness Honesty
256