Body of Knowledge refresh Structure Working Group 16 November 2011 Paper2 2 draft consultation: proposed structure changes P3M3 dates content. Reference to products tkncl carry through with consistency authors and SWG. Section 1.1.1 Project management Current location 1.1 Governance Proposed change Should the title and treatment be Governance of Project Management? Otherwise there seems to be a confusion about the extent that this topic is just project management or the more confined topic of governance of project management. SWG As a point of principle, if 1.1.1 changes, 1.1.2 and 1.1.3 will also have to change. It is a P3 BoK and so the suggestion is not applicable here and would be inappropriate due to inclusion of programme and portfolio. The section is within governance and as this is a hierarchical structure, it is technically called ‘Governance/Project Management’. Page 1 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Section 1.1.6 Maturity and Success Current location 1.1 Governance Proposed change Success factors not obvious enough - appeared it wasn't there. Note it is covered in Maturity and Success but not obvious from the title - should be 'Maturity and Success Factors' and then would make more sense and be overt Paper2 SWG Reason together is because maturity is a collection of success factors. This is as agreed at the last SWG meeting. The focus is on the capability rather than the actual achieved result. Success factors are the environmental governance factors. The majority of success factors and maturity is the same, so this needs to be made clear and logical. To make this section clearer, there should be a better transition between the third and fourth paragraph, or the order should be changed. This section suggests that the only success factors are internal. It should point out that there are things which will impact success but are external to the organisation. Agreed to rename ‘Maturity and Success Factors’ to assist user locating success factors. Action SWG01: refresh team to update structure. SWG02: Consistency authors to review paragraphs 3-4. Page 2 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Section 2.1 Skills Current location 2.0 People Proposed change Skills - the definition focuses on interpersonal skills; what about other skills? Refresh team: Do we need to revisit the heading ‘skills’? 2.1.1 Communication 2.1 Skills I am not so sure this is a skill. Why have you separated it from Stakeholder Management? If Comms is a skill, then so is Stakeholder Management and vice versa. They look odd being separated. 2.1.5 Leadership 2.1 Skills 100% agreement that there should be more explicit reference to motivation. Motivation should be an explicit section within 2.1/rename Leadership to 'Leadership and Motivation' (4 or 5). 2.2.3 Ethics 2.2 Professionalism Should Ethics be part of the Governance section? Question: Why was Ethics transferred to 2.2.3 instead of being in 1.1 Governance? Paper2 SWG The reason for this is that this is specifically a section on people skills, and as above, it is a hierarchical structure and so the section is People/Skills. Have a collection of 7 things including value, skills and behaviours and the collective name for these is skills. Communication is broader than stakeholder management and touches upon most, if not all sections in the Body of Knowledge structure. Stakeholder Management procedure includes aspects of leadership, influencing, communications, and other items as well. ‘Motivation’ should be made explicit as it is covered but maybe not in enough detail. It is also an idea that ‘Emotional Intelligence’ be included. Despite this, Motivation and Emotional Intelligence do not need their own explicit sections; they just need to be included in 2.1 Skills. Action SWG03: consistency authors to include coverage in 2.1 Skills. SWG04: Refresh team opportunity for further supporting material. If it has been said that Ethics is not part of Professionalism, it is part of Page 3 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Section Current location Proposed change Despite the ruling of the august Structure Working Group, I still believe that the correct place for ethics is in the Governance section. Ethical principles and in particular the way to deal with the thorny problem of bribery and corruption must be set at corporate level and be part of corporate governance and, by implication, project governance. To make this clear, consider the question: Who will be prosecuted if there is a contravention of say the UK Bribery Act 2010 or the US Foreign Corruption Practices Act 1977? Is it Corporation or the individual project manager? If in doubt, look at the BAE case. Paper2 SWG Governance, then that is fine. However, this is not the case and so Ethics remains in Governance. A link should be provided from 2.2.3 Ethics to 1.1 Governance. Action SWG05: consistency authors to include link. The project manager merely carries out the policies set by the Corporation which is responsible for its employees’ behaviour. As far as the BoK is concerned, ethics should therefore be in the “governance”, not the “professionalism” section. 3.0 Delivery 3.0 Delivery Incidentally, the only offence a project manager can now be jailed for is contravention of Health and Safety regulations. The (changed) structure which places planning and execution in Delivery is not helpful. Planning and execution are part of delivery. This section was previously named Refresh team: Do we need to revisit the heading ‘Delivery’? Page 4 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Section Current location Proposed change Highly suspect use of delivery in the title. Looking at the contents of this section Management would be a better title. 3.1 Management 1.1.5 Life Cycle 'Handover and Closure of Product' should be an explicit title and go in 3.1 Management. Paper2 SWG ‘Performance’ but was changed to ‘Delivery’ as this was deemed to make more sense. ‘Execution’ was suggested as an alternative name, but this was decided against. It was also decided that ‘Development’ was not appropriate. There is a design principle for the structure not to put chronological constraints. Management is already a section within Delivery and so this is not a suitable alternative. In the absence of a suitable alternative heading, it stays as ‘Delivery’. Action SWG06: consistency authors to amend page 27 to ‘develop and deliver’. If one section of 1.1.5 Life Cycle is made explicit, then the same has to be done for all. Further materials looking at the detail within the life cycle stages can be developed outside of the BoK content to support this section. Page 5 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Paper2 Section Current location 3.0 Delivery Proposed change 'Management' should be 'Integrative Management'. SWG Due to the fact that all management should be integrative, this change is not necessary. Integrative management is mentioned in the definition. ‘Change Management’ should be one of the fundamentals and would need an explicit section (not topic). However this is a huge change to make at such a late stage in the Body of Knowledge refresh. On the other hand, if the title of this section is changed to ‘Integrative Management’, Change Management should not be included. The first sentence, “The topics in this section do not directly address the fundamental components of scope, schedule, cost, risk, quality and resources”, should be omitted. Planning, Control, Business Case, etc. span, scope, schedule, cost, etc. Recognise this as an area for further investigation in the future which can be highlighted in the eBoK. 3.1.2 Control 3.1 Management Control is getting things right first time on time. The section headed "Control" is better headed "Monitoring and Control". 3.1.5 Planning 3.1 Management Recommendation: Rename 3.1.5 Planning to 'Plans and Planning'. As you can monitor without control, but you cannot control without monitoring, monitoring is implicit as part of control. This was probably suggested by a PRINCE user who sees plans and planning as different things. Page 6 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Section 3.2.4 Managing Change Current location 3.2 Scope Management Proposed change Scope Management - why is there a separate section on Managing Change, should this be in People Management? In 2.1 Skills? Title is confusing as it is too close to Change Control. Why not use Transition Management (it does what it says on the tin)? Or at least 'Business Change Management. Would need rewording. Paper2 SWG See 3.1 Management comments above. Recommendation: Rename 'Managing Change' to 'Transition'. What about NGOs and government? ‘Business’ may not be applicable. ‘Business Change Management’ may fit better? This section does not need to be changed – it is fine as it is. Transition is a sub-set of change management and would therefore not fit as the heading. ‘Managing Change’ is a process (verb, present participant) whereas Change Management is a noun, and so for consistency with the rest of the structure titles, should remain as it is. Page 7 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Paper2 Section 4.0 Interfaces Current location 4.0 Interfaces Proposed change Recommendation: Rename 'Interfaces' to 'Legal Context' - this would imply this theme should then move into 1 Context, becoming 1.3 SWG The word ‘interfaces’ is not the best word to be used due to the fact that it is misleading as it has multiple meanings. However, ‘Legal Context’ is too limited and is not an accurate reflection of what is covered in the subsequent sections. It was suggested that the heading be changed to ‘Interfacing with Other Functions’ or ‘Interfaces to Other Functions’ but decided that either of these would be too long. ‘Interfacing Functions’ would be a much more fitting heading. It would be a good idea to find a better way of defining ‘Interfaces’. Maybe as ‘the interaction between two elements’? There was a discussion about omitting 4.0 Interfaces section. Health and Safety is everywhere so it was suggested that there is no need to include it as it is unnecessary. However, as the Body of Knowledge is a scope statement, it was agreed to keep the sections as they need to be referenced and awareness of these sections is required for P3 success. 4.1 Accounting 4.0 Interfaces Recommendation: Rename 'Accounting' to 'Project Accounting' and place it in 3.4 Financial and Cost Management. The Body of Knowledge now includes programme and portfolio and so it is not appropriate to call it ‘project accounting’. Page 8 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Section 4.6 Sustainability Current location 4.0 Interfaces Proposed change Some concern in terms of position in the BoK and ascribed importance which appears to be low. Could change to 'Physical Environment'. New 2.1 Skills Reference or additional topic could be: Problem Solving. 3.1.2 Control Issue Management is not present; this is considered to be an important topic, central to the role of project manager. Could be placed in 3.5 Risk Management, there are other options. Needs clearer information about Integration - could sit in Context or Governance section. New New Has Integration Management moved away from the BoK - would like to be clear if it is there or not (possibly in 1.2?) - would need to include Systems Integration. Paper2 SWG The sections are alphabetical and do not indicate importance of topics. This needs to be included in introductory text to clarify. Action SWG07: consistency authors to include. It was felt that this was too narrow as the topic also covers social and economic sustainability. This can be flagged for development of further supporting material for eBoK. Issue Management is already included in 3.1.2 Control. As above with discussion on Integrative Management, it is implicit within management and so is already covered. Due to the rationale for the Governance section, it would not logically sit under Governance. Integration Management has not previously appeared as a discrete section within the Body of Knowledge, and so unsure of why ‘moving away’. Integration management is still included and is covered under 3.1 Management. Page 9 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Section Paper2 Current location New Proposed change The topic of complexity has not been addressed in the document. It could be included in P2, section 2 (people), section 2.2.2 (competences – para 8) or in 1.2 (setting) once completed. Either way, the BoK while using the word ‘complexity’ does not discuss its impact in relation to the people that manage it (see BS6079-pt1 as reference) which I would consider it needs to in order to make APMs CF work! Add topic – Complexity (see P3 point above – and happy to write if needed?) will lead it on to People section nicely as defined in BS6079 pt1 SWG This comment relates to the Competence Framework rather than the Body of Knowledge and can be fed into the refresh of the Competence Framework. New Also should cultural difference be mentioned under 'Interfaces' culture is referenced in People section but could be scope for a separate topic? Needs to be covered adequately. References to cultural difference need to be included in 2.0 People, as well as 3.2.4 Managing Change. Action SWG08: consistency authors to include references. Detail on culture should be treated in similar way to Motivation and Emotional Intelligence in the sense that it needs to be made explicit but does not require its own section. There are 17 references to ‘culture’ in the Body of Knowledge. New Facilitation should be under 2.1 It was queried why Facilitation should be separated out. This is another item that can be expanded upon within supporting information. Page 10 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Section Current location New New New Proposed change Relationship Management should be under 2.1 This section (3.0 Delivery) should also include Plan Optimisation as a topic which is about the refinement of an initial plan to its optimal state. Question: Is there room for a Section 5 - Techniques? Paper2 SWG A previous Structure Working Group decision was not to make this change – as before. Commission supporting material. This is not necessary as Plan Optimisation is implicit in the content. The use of management approaches such as 6 Sigma and/or AGILE are sufficiently pervasive to warrant a separate section under 1.2. Many different techniques are referred to throughout the Body of Knowledge, just not in a specific section. This provides sufficient information about the various techniques without going into detail, as that is not what the Body of Knowledge is for. The thematic approach is methodology free and there is an opportunity to have interpretive materials signposting to the relevant sections. It was suggested that the different approaches, e.g. AGILE, PRINCE, etc. could be indexed and specific references could be provided. AGILE is already defined in the Glossary, as are PRINCE and six sigma. Agile is referred to 18 times within the content of the Body of Knowledge. Page 11 of 12 Body of Knowledge refresh Structure Working Group 16 November 2011 Section Sequencing Current location Proposed change Sequence (order) within sections matters - it is noted that they are alphabetical right now with the exception of Governance, the point being that if there is a good reason for Governance not to be alphabetical, then this applies to others. Paper2 SWG The Introduction will explain the rationale for the ordering of sections. Main headings work, the subsets within should be reviewed for logical sequencing. Page 12 of 12