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http://www.pmlead.net

This document is part of a series that

explain the newly released PMBOK 5thedition. These documents provide simpleexplanation and summary of the book.However they do not replace the necessityof reading the book.

The 10Knowledge Areas&ITTOsBased on PMBOK Guide 5th Edition

Amr Miqdadi,[email protected]
http://www.pmlead.net/http://www.pmlead.net/mailto:[email protected]:[email protected]:[email protected]://www.pmlead.net/

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www.pmlead. The 10 knowledge Areas and the 47 ProcessesBased on the PMBoK 5th
http://www.pmlead.net/http://www.pmlead.net/http://www.pmlead.net/

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PMI, PMP, CAPM and PMBOK Guide are trademarks of the Project Management Institute, Inc.PMI has not endorsed and did not participate in the development of this product.

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Project Integration ManagementProcess Name Inputs Outputs Tools & Techniques

Develop ProjectCharter

Project Statement of Work Project Charter Experts JudgmentBusiness Case Facilitation

Techniques Agreements

Enterprise Environmental Factors

Organizational Process Assets

Develop ProjectManagement Plan

Project Charter Project Management Plan Experts JudgmentOutputs From other Processes Facilitation

TechniquesEnterprise Environmental FactorsOrganizational Process Assets

Direct and ManageProject Work

Project Management Plan Deliverables Experts JudgmentApproved Change Requests Work Performance data Project management

information systemEnterprise Environmental Factors Change requests MeetingsOrganizational Process Assets Project management plan

updatesMonitor and Control

Project Work Project Management Plan Change Requests Experts JudgmentCosts forecasts Work performance reports Analytical techniquesSchedule forecasts Project management plan

updatesProject managementinformation system

Validated changes Project documentsupdates

Meetings

Work performance information



Perform IntegratedChange Control

Project Management Plan Approved change requests Experts JudgmentWork Performance reports Change log MeetingsChange Requests Project management plan

updatesChange log tools

Enterprise Environmental Factors Project documentsupdates


Close Project or Phase Project Management Plan Final product, service, orresult transition Experts Judgment

Accepted deliverables Organizational ProcessAssets updates

Analytical techniques

Organizational Process Assets Meetings

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Project Integration Management

Unification, consolidation, articulation and interactive actions those are crucial to projectcompletion. Integration is about making choices, about where to concentrate resources andefforts. It also involves making tradeoffs among competing objectives and alternatives.

Integration is primarily concerned with effectively integrating the processes among the ProjectManagement Process Groups.

The project Chartero Authorizes Project Managero Created based on a business need, a customer request, or a market demando Signed by the performing organizations senior management.o Officially confirms the start of the projecto Includes high level project requirements, acceptance criteria, project objectives,

product requirements, and key milestone dates. Develop Project management Plan

o A formal, approved document that defines how the project is managed,executed, and controlled. It may be summary or detailed and may be composedof one or more subsidiary management plans and other planning documents

o The plan guides your work on the projecto It is iterative and progressively elaboratedo PMBOK does not offer Project Management Methodology

Direct and Manage Project Worko The process of leading and performing the work defined in the project

management plan, and implementing approved changes to achieve the projectsobjectives.

Monitor and Control Project Worko The process of tracking, reviewing, and reporting project progress against the

performance objectives defined in the project management plan Perform Integrated Change Control

o The process of reviewing, approving, and managing changes across the project Close Project / Phase

o The process of finalizing all activities to close the project/phaseo Main risk here is resources tend to leave even before closing the project

properly.o Evaluating project success/failure, formal acceptance, project records, lessons

learned

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Project Scope ManagementProcess Name Inputs Outputs Tools & Techniques

Plan ScopeManagement

Project management plan Scope management plan Experts JudgmentProject charter Requirements management

planMeetings


Organizational Process AssetsCollect Requirements Scope management plan Requirements

documentationInterviews

Requirements management plan Requirements traceabilitymatrix

Focus group

Stakeholder management plan Facilitated workshopsProject charter Group creativity

techniquesStakeholder register Group decision-making

techniquesQuestionnaires and

surveysObservationsPrototypesBenchmarkingContext diagramDocument analysis

Define Scope Scope management plan Project scope statement Experts JudgmentProject charter Project documents updates Product analysisRequirements documentation Alternative generationOrganizational Process Assets Facilitated workshops

Create WBS Scope management plan Scope baseline Experts Judgment

Project scope statement Project documents updates DecompositionRequirements documentationEnterprise Environmental FactorsOrganizational Process Assets

Validate Scope Project management plan Accepted deliverables InspectionRequirements documentation Change requests Group decision-making

techniquesRequirements traceability matrix Work performance

informationVerified deliverables Project documents updatesWork performance data

Control Scope Project management plan Work performanceinformation Variance analysis

Requirements documentation Change requestsRequirements traceability matrix Project management plan

updatesWork performance data Project documents updatesOrganizational process assets Org. process assets updates

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Project Scope Management

Includes the processes required to ensure that the project includes all the work required, andonly the work required , to complete the project successfully.

Plan Scope Managemento

The process of creating a scope management plan the documents how theproject scope will be defined, validated, and controlled

Collect Requirementso The process of determining, defining and documenting stakeholders needs to

meet the project objectives Define Scope

o The process of developing a detailed description of the project and product Create WBS

o The process of subdividing project deliverables and project work into smaller and

more manageable components. Validate Scope

o The process of formalizing acceptance of the completed project deliverables. Control Scope

o The process of monitoring the status of the project and product scope andmanaging changes to the scope baseline

The term scope can refer to:

Product scope : The features and functions that characterize a product, service, or result.The completion of product scope is measured against the product requirements

Project scope : The work performed to deliver a product, service, or result with thespecified features and functions. The project scope is measured against the projectmanagement plan and it is usually include the product scope

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Project Time Management

Process Name Inputs Outputs Tools & TechniquesPlan ScheduleManagement

Project management plan Schedule management plan Experts JudgmentProject charter Analytical techniques

Enterprise Environmental Factors MeetingsOrganizational Process AssetsDefine Activities Schedule management plan Activity list Decomposition

Scope baseline Activity attributes Rolling wave planningEnterprise Environmental Factors Milestone list Experts JudgmentOrganizational Process Assets

Sequence Activities Schedule management plan Project schedule networkdiagram

Precedencediagrammingmethod(PDM)

Activity list Project documents updates Dependencydetermination

Activity attributes Leads and lagsMilestone listProject scope statementEnterprise Environmental FactorsOrganizational Process Assets

Estimate ActivityResources

Schedule management plan Activity resourcerequirements

Experts Judgment

Activity list Resource breakdownstructure

Alternative analysis

Activity attributes Project documents updates Published estimatingdata

Resource calendars Bottom-up estimatingRisk registrar Project management

softwareActivity cost estimatesEnterprise Environmental FactorsOrganizational Process Assets

Estimate ActivityDuration

Schedule management plan Activity duration estimate Experts JudgmentActivity list Project documents updates Analogous estimatingActivity attributes Parametric estimatingActivity resource requirements Three-point estimatingWork performance data Group decision-making

techniquesResource calendars Reserve analysisProject scope statementRisk registerResource breakdown structureEnterprise Environmental FactorsOrganizational Process Assets

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Develop Schedule Schedule management plan Schedule baseline Schedule networkanalysis

Activity list Project schedule Critical path methodActivity attributes Schedule data Critical chain methodProject schedule network diagram Project calendars Resource optimization

techniquesActivity resource requirements Project management plan

updates

Modeling techniques

Resource calendars Project documents updates Leads and lagsActivity duration estimate Schedule compressionProject scope statement Scheduling toolsRisk registerProject staff assignmentsResource breakdown structureEnterprise Environmental FactorsOrganizational Process Assets

Control Schedule Project management plan Work performanceinformation

Performance reviews

Project schedule Schedule forecasts Project managementsoftware

Work performance data Change requests Resource optimizationtechniques

Project calendars Project management planupdates

Modeling techniques

Schedule data Project documents updates Leads and lagsOrganizational Process Assets Organizational Process Assets

updatesSchedule compression

Scheduling tools

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Project Time Management

Project Time Management includes the processes required to manage timely completion of theproject.

The project time management processes and their associated tools and techniques are

documented in the schedule management plan. The schedule management plan is containedin, or is a subsidiary plan of, the project management plan.

Plan Schedule Managemento The process of establishing the policies, procedures, and documentation for

planning, developing, managing, executing, and controlling the project schedule Define Activities

o The process of identifying the specific actions to be performed to produce theproject deliverables

Sequence Activitieso The process of identifying and documenting relationships among the project

activities Estimate Activity Resources

o The process of estimating the type and quantities of material, people,equipment, or supplies required to perform each activity

Estimate Activity Durationso The process of approximating the number of work periods needed to complete

individual activities with estimated resources. Develop Schedule

o The process of analyzing activity sequences, durations, resource requirements,and schedule constraints to create the project schedule model.

Control Scheduleo The process of monitoring the status of the project to update project progress

and managing changes to the schedule baseline.

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Project Cost ManagementProcess Name Inputs Outputs Tools & Techniques

Plan CostManagement

Project management plan Cost management plan Experts JudgmentProject charter Analytical techniquesEnterprise Environmental Factors MeetingsOrganizational Process Assets

Estimate Costs Cost management plan Activity cost estimates Experts JudgmentHR management plan Basis of estimates Analogous estimatingScope baseline Project documents updates Parametric estimatingProject schedule Bottom-up estimatingRisk register Three-point estimatingRequirements documentation Reserve analysisOrganizational Process Assets Cost of quality

Project managementsoftwareVendor bid analysisGroup decision-making

techniquesDetermine Budget Cost management plan Cost baseline Cost aggregation

Scope baseline Project funding requirements Reserve analysisActivity cost estimates Project documents updates Expert judgmentBasis of estimates Historical relationshipsProject schedule Funding limit

reconciliationResource calendarsRisk registerAgreementsOrganizational Process Assets

Control Costs Project management plan Work performanceinformation

Earned valuemanagement

Project funding requirements Cost forecasts ForecastingWork performance data Change requests To-complete

performanceindex(TCPI)

Organizational Process Assets Project management planupdates

Performance reviews

Project documents updates Project managementsoftware

Organizational process assets

updates

Reserve analysis

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Project Cost Management

Include the processes Involved in planning, estimating, budgeting, funding, managing, andcontrolling costs so that the project can be completed within the approved budget.

Plan Cost Managemento

The process that establishes the policies, procedures, and documentation forplanning, managing, expending, and controlling project costs

Estimate Costso The process of developing an approximation of the monetary resources needed

to complete project activities Determine Budget

o The process of aggregating the estimated costs of individual activities or workpackages to establish an authorized cost baseline.

Control Costso

The process of monitoring the status of the project to update the project budgetand managing changes to the cost baseline.

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Project Quality ManagementProcess Name Inputs Outputs Tools & TechniquesPlan Quality

ManagementProject management plan Quality management plan Cost-benefit analysisStakeholder register Process improvement plan Cost of qualityRisk register Quality metrics Seven basic quality toolsRequirements documentation Quality checklists benchmarking

Enterprise environmental factors Project documents updates Design of experimentsOrganizational Process Assets Statistical sampling

Additional qualityplanning toolsMeetings

Perform QualityAssurance

Quality management plan Change requests Quality managementand control tools

Process improvement plan Project management planupdates

Quality audits

Quality metrics Project documents updates Process analysisQuality control measurements Organizational Process Assets

updatesProject documents

Control Quality Project management plan Quality controlmeasurements

Seven basic quality tools

Quality metrics Validated changes Statistical samplingQuality Checklists Validated deliverables InspectionWork performance data Work performance

informationApproved changerequests review

Approved change requests Change requestsDeliverables Project management plan

updates

Project documents Project documents updatesOrganizational Process Assets Organizational process assets

updates

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Project Quality Management

Includes the processes and activities of the performing organization that determine qualitypolicies, objectives, and responsibilities so that the project will satisfy the needs for which itwas undertaken. It implements the quality management system through policy and procedureswith continuous process improvement activities conducted throughout, as appropriate.

Plan Quality Managemento The process of identifying quality requirements and/or standards for the project

and product, and documenting how the project will demonstrate compliancewith quality requirements

Perform Quality Assurance(QA)o The process of auditing the quality requirements and the results from quality

control measurements to ensure appropriate quality standards and operationaldefinitions are used.

Perform Quality Control(QC)

o The process of monitoring and recording results of executing the qualityactivities to assess performance and recommend necessary changes.

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Project Human Resource ManagementProcess Name Inputs Outputs Tools & Techniques

Plan HR Management Project management plan HR management plan Organization charts andposition description

Activity resource requirements NetworkingEnterprise environmental factors Organizational theory

Organizational process assets Expert judgmentMeetings

Acquire Project Team HR management plan Project staff assignments Pre- assignmentsEnterprise environmental factors Resource calendars NegotiationOrganizational process assets Project management plan

updatesAcquisition

Virtual teamsMulti-criteria decisionplan updates

Develop Project Team HR management plan Team performanceassessments

Interpersonal skills

Project staff assignments Enterprise environmentalfactors updates

Training

Resource calendars Team-building activitiesGround rulesColocationRecognition andrewardsPersonal assessmenttools

Manage Project Team HR management plan Change requests Observation andconversation

Project staff assignments Project management planupdates Project performanceappraisalsTeam performance assessments Project documents updates Conflict managementIssue log Project management plan

updatesInterpersonal skills

Work performance reports Organizational process assetsOrganizational process assets

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Project Human Resource Management

HR management includes the processes that organize, manage, and lead the project team.

The project management team , is a subset of the project team, and is responsible for theproject management and leadership activities such as initiating, planning, executing,

monitoring, controlling, and closing the various project phases. This group can also be referredto as the core, executive, or leadership team.

Plan Human Resource Managemento The process of identifying and documenting project roles, responsibilities, and

required skills, reporting relationships, and creating a staffing management plan Acquire Project Team

o The process of confirming human resource availability and obtaining the teamnecessary to complete project assignments

Develop Project Teamo The process of improving the competencies, team member interaction, and the

overall team environment to enhance project performance. Manage Project Team

o The process of tracking team member performance, providing feedback,resolving issues, and managing changes to optimize project performance

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Project Communications ManagementProcess Name Inputs Outputs Tools & Techniques

Plan CommunicationManagement

Project management plan Communication managementplan

Communicationrequirements analysis

Stakeholder register Project documents updates Communicationtechnology

Enterprise environmental factors Communication modelsOrganizational process assets Communication

MethodsMeetings

ManageCommunications

Communication management plan Project communications Communicationtechnology

Work performance reports Project management planupdates

Communication models

Enterprise environmental factors Project documents updates Communicationmethods

Organizational process assets Organizational process assets

updates

Information

management systemsPerformance reportingControl

Communications Project management plan Work performance

informationInformationmanagement systems

Project communications Change requests Expert judgmentIssue log Project management plan

updatesMeeting

Work performance data Project documents updatesOrganizational process assets Organizational process assets

updates

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Project Communications Management

Includes the processes required to ensure timely and appropriate planning, collection,distribution, storage, retrieval, management, control, monitoring, and ultimate disposition ofproject information. Project managers spend the majority of their time communicating withteam members and other project stakeholders.

Plan Communications Managemento The process of developing an appropriate approach and plan for

communications based on stakeholders information needs and requirements,and available organizational assets

Manage Communicationso The process of creating, collecting, distributing, storing, retrieving and ultimate

disposition of project information in accordance with communicationsmanagement plan

Control Communications

o The process of monitoring and controlling communications throughout theentire project life cycle

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Project Risk ManagementProcess Name Inputs Outputs Tools & Techniques

Plan Risk Management Project management plan Risk management plan Analytical techniquesProject charter Expert judgmentStakeholder register MeetingsEnterprise environmental factors

Organizational process assetsIdentify Risks Risk management plan Risk register Documentations

reviewsCost management plan Information gathering

techniquesSchedule management plan Checklist analysisQuality management plan Assumptions analysisHR management plan Diagramming

techniquesScope baseline SWOT analysisActivity cost estimates Expert judgment

Activity duration estimatesStakeholder registerProject documentsProcurement documentsEnterprise environmental factorsOrganizational process assets

Perform QualitativeRisk Analysis

Risk management plan Project documents updates Risk probability andimpact assessment

Scope baseline Probability and impactmatrix

Risk register Risk data quality

assessmentEnterprise environmental factors Risk categorizationOrganizational process assets Risk urgency assessment

Expert judgmentPerform Quantitative

Risk Analysis Risk management plan Project documents updates Data gathering and

representationtechniques

Cost management plan Quantitative riskanalysis and modelingtechniques

Schedule management plan Expert judgment

Risk registerEnterprise environmental factorsOrganizational process assets

Plan Risk Responses Risk management plan Project management planupdates

Strategies for negativerisks or threats

Risk register Project documents updates Strategies for positiverisks or opportunityContingent response

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strategiesExpert judgment

Control Risks Project management plan Work performanceinformation

Risk reassessment

Risk register Change requests Risk auditsWork performance data Project management plan

updatesVariance and trendanalysis

Work performance reports Project documents updates Technical performancemeasurements

Organizational process assetsupdates

Reserve analysis

Meetings

Project Risk Management

The processes of conducting risk management planning, identification, analysis, responseplanning, and monitoring and control on a project. The objectives of Project Risk Managementare to increase the probability and impact of positive events, and decrease the probability andimpact of negative events in the project.

Project risk is always in the future. Risk is an uncertain event or condition that, if it occurs, hasan effect on at least one project objective. Objectives can include scope, schedule, cost, andquality.

Plan Risk Managemento The process of defining how to conduct risk management activities for a project

Identify Riskso The process of determining which risks may affect the project and documenting

their characteristics Perform Qualitative Risk Analysis

o The process of prioritizing risks for further analysis or action by assessing andcombining their probability of occurrence and impact

Perform Quantitative Risk Analysiso The process of numerically analyzing the effect of identified risks on overall

project objectives.

Plan Risk Responseso The process of developing options and actions to enhance opportunities and to

reduce threats to project objectives. Control Risks

o The process of implementing risk response plans, tracking identified risks,monitoring residual risks, identifying new risks, and evaluating risk processeffectiveness throughout the project.

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Project Procurement ManagementProcess Name Inputs Outputs Tools & Techniques

Plan ProcurementManagement

Project management plan Procurement managementplan

Make-or-buy analysis

Requirements documentation Procurement statement ofwork

Expert judgment

Risk register Procurement documents Market researchActivity resource requirements Source selection criteria MeetingsProject schedule Make-or-buy decisionActivity cost estimates Change requestsStakeholder register Project document updatesEnterprise environmental factorsOrganizational process assets

Conduct Procurements Procurement management plan Selected seller Bidder conferenceProcurement documents Agreements Proposal evaluation

techniquesSource selection criteria Resource calendars Independent estimates

Seller proposals Change requests Expert judgmentProject documents Project management plan

updatesAdvertising

Make-or-buy decision Project documents updates Analytical techniquesProcurement statement of work Procurement

negotiationsOrganizational process assets

Control Procurements Procurement management plan Work performanceinformation

Contract change controlsystem

Procurement documents Change requests Procurementperformance review

Agreements Project management planupdates Inspections and audits

Approved change request Project documents updates Performance reportingWork performance reports Organizational process assets

updatesPayment systems

Work performance data Claims administrationsRecords managementsystem

Close Procurements Project management plan Closed Procurement Procurement auditsProcurement documents Organizational process assets

updatesProcurementnegotiations

Records managementsystem

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Project Procurement Management

Includes the processes necessary to purchase or acquire products, services, or results neededfrom outside the project team. The organization can be either the buyer or seller of theproducts, services, or results of a project.

Plan Procurement Management

o The process of documenting project purchasing decisions, specifying theapproach, and identifying potential sellers

Conduct Procurementso The process of obtaining seller responses, selecting a seller, and awarding a

contract Control Procurements

o The process of managing procurement relationships, monitoring contractperformance, and making changes and corrections as needed.

Close Procurements

o The process of completing each project procurement

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Project Stakeholder ManagementProcess Name Inputs Outputs Tools & Techniques

Identify Stakeholders Project Charter Stakeholder register Stakeholder analysisProcurement documents Expert judgmentEnterprise environmental factors MeetingsOrganizational process assets

Plan StakeholderManagement

Project management plan Stakeholder managementplan

Expert judgment

Stakeholder register Procurement documentsupdates

Meetings

Enterprise environmental factors Analytical techniquesOrganizational process assets

Manage StakeholderEngagement

Stakeholder management plan Issue log Communicationmethods

Communication management plan Change requests Interpersonal skillsChange log Project management plan

updatesManagement skills

Organizational process assets Project documents updatesOrganizational process assetsupdates

Control StakeholderEngagement

Project management plan Work performanceinformation

Informationmanagement system

Issue log Change requests Expert judgmentWork performance data Project management plan

updatesMeetings

Project documents Project documents updatesOrganizational process assetsupdates

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Project Stakeholder Management

Includes the processes required to identify the people, groups, or organizations that couldimpact or be impacted by the project, to analyze stakeholder expectations and their impact onthe project, and to develop appropriate management strategies for effectively engagingstakeholders in project decisions and execution.

Identify Stakeholderso The process of identifying all people or organizations could impact or be

impacted by a decision, activity, or outcome of the project; and analyzing anddocumenting relevant information regarding their interests, involvement,influence and impact on project success.

Plan Stakeholder Managemento The process of developing appropriate management strategies to effectively

engage stakeholders throughout the project life cycle

Manage Stakeholder Engagemento The process of communicating and working with stakeholders to meet their

needs/expectations Control Stakeholder Engagement

o The process of monitoring overall project stakeholder relationships and adjustingstrategies and plans for engaging stakeholders

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You need to understand the terms and the logic relationships between the inputs, outputs andtools& techniques. Memorizing them is not enough and will lead you nowhere.

Refer to the PMBoK 5 h Edition for more details. &Please do not hesitate to contact me anytime if you have any questions, comments, and feedbacks .

Success is yours,

Prepared By: Amr Miqdadi, [email protected]://www.pmlead.net

PMI, PMP, CAPM and PMBOK Guide are trademarks of the Project Management Institute, Inc.PMI has not endorsed and did not participate in the development of this product.
mailto:[email protected]://www.pmlead.net/http://www.pmlead.net/mailto:[email protected]

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