A Guide to Project Management 6 Basic Principles to Project Management • • • • Define the job in detail Get the right people involved Estimate the time and costs Break the job down using the 40-hour rule • Establish a change procedure • Agree on acceptance criteria Project Management Framework • Introduction • Project Management Context • Project Management Process Introduction • What is a Project? • What is Project Management? • Relationship to Other Management Disciplines • Related Endeavors What is a Project? • Performed by people • Constrained by limited resources • Planned, executed and controlled What is Project Management? • Competing demands for: • • • • • Scope Time Cost Risk Quality • Stakeholders with differing needs and expectations • Identified requirements Relationship to Other Management Disciplines • Functional departments and supporting disciplines • Technical elements • Management specializations • Industry groups Related Endeavors • Programs • Project portfolio management • Subprojects Project Management Context • Project Phases and the Project Life Cycle • Project Stakeholders • Organizational Influences • Key General Management Skills • Social-Economic-Environmental Influences Project Management Processes • • • • Project Processes Process Groups Process Interaction Customizing Process Interactions • Mapping of Project Management Processes Mapping of Project Management Process Process Group Knowledge Area Initiating Project Scope Management Project Scope Management Planning •Project Plan Development •Initiation Executing •Project Plan Execution Controlling Closing •Integrated Change Control •Scope Planning •Scope Definition •Scope Verification •Scope Change Control Project Time Management •Activity Definition •Activity Sequencing •Activity Duration Estimating •Schedule Development •Schedule Control Project Cost Management •Resource Planning •Cost Estimating •Cost Budgeting •Cost Control Project Quality Management •Quality Planning •Quality Assurance Project Human Resource Management •Organizational Planning •Staff Acquisition •Team Development Project Communications Management •Communications Planning •Information Distribution Risk Project Management •Risk Management Planning •Risk Identification •Qualitative Risk Analysis •Quantitative Risk Analysis •Risk Response Planning Project Procurement Management •Procurement Planning •Solicitation Planning •Quality Control •Performance Reporting •Administrative Closure •Risk Monitoring and Control •Solicitation •Source Selection •Contract Administration •Contract Closeout Project Management Knowledge Areas • • • • • • • • • Project Project Project Project Project Project Project Project Project Integration Management Scope Management Time Management Cost Management Quality Management Human Resource Management Communications Management Risk Management Procurement Management Project Integration Management • Project Plan Development • Project Plan Execution • Integrated Change Control Project Plan Development • Inputs • • • • • Other planning outputs Historical information Organizational policies Constraints Assumptions • Tools and Techniques • Project planning methodology • Stakeholders skills and knowledge • Project management information systems (PMIS) • Earned value management (EVM) • Outputs • Project plan(s) • Supporting detail Project Plan Execution • Inputs • • • • • Project plan Supporting detail Organizational policies Preventive action Corrective action • Tools and Techniques • • General management skills • Product skills and knowledge • Work authorization system • Status review meetings • Project management information system • Organizational procedures Outputs • Work results • Change requests Integrated Change Control • Inputs • Project plan • Performance reports • Change requests • Tools and Techniques • Change control system • Configuration management • Performance measurement • Additional planning • Project management information system • Output • Project plan updates • Corrective action • Lessons learned Project Scope Management • • • • • Scope Scope Scope Scope Scope Initiation Planning Definition Verification Change Control Scope Initiation • Inputs • Product description • Strategic plan • Project selection criteria • Tools and Techniques • Project selection methods • Expert judgement • Outputs • Project charter • Project manager identified/assigned • Constraints • Assumptions Scope Planning • Inputs • • • • Product description Project charter Constraints Assumptions • Tools and Techniques • Product analysis • Benefit/cost analysis • Alternatives identification • Expert judgement • Outputs • Scope statement • Supporting detail • Scope management plan Scope Definition • Inputs • • • • Scope statement Constraints Assumptions Other planning outputs • Historical information • Tools and Techniques • Work breakdown structure • Decomposition • Outputs • Work breakdown structure • Scope statement updates Scope Verification • Inputs • Work results • Product documentation • Work breakdown structure • Scope statement • Project plan • Tools and Techniques • Inspection • Outputs • Formal acceptance Scope Change Control • Inputs • Work breakdown structure • Performance reports • Change requests • Scope management plan • Tools and Techniques • Scope change control system • Performance measurement • Additional planning • Outputs • • • • Scope changes Corrective action Lessons learned Adjusted baseline Project Time Management • • • • • Activity Definition Activity Sequencing Activity Duration Estimating Schedule Development Schedule Control Activity Definition • Inputs • Work breakdown structure • Scope statement • Historical information • Constraints • Assumptions • Expert judgement • Tools and Techniques • Decomposition • Templates • Outputs • Activity list • Supporting detail • Work breakdown structure updates Activity Sequencing • Inputs • Activity list • Product description • Mandatory dependencies • Discretionary dependencies • External dependencies • Milestones • Tools and Techniques • Precedence diagramming methods (PDM) • Arrow diagramming method (ADM) • Conditional diagramming methods • Network templates • Outputs • Project network diagram • Activity list updates Activity Duration Estimating • Inputs • • • • Activity list Constraints Assumptions Resource requirements • Resource capabilities • Historical information • Identified risks • Tools and Techniques • Expert judgement • Analogous estimating • Quantitatively based durations • Reserve time (contingency) • Outputs • Activity duration estimates • Basis of estimates • Activity list updates Schedule Development • Inputs • Project network diagrams • Activity duration estimates • Resource requirements • Resource pool description • Calendars • Constraints • Assumptions • Leads and lags • Risk management plan • Activity attributes • Tools and Techniques • • • • • Mathematical analysis Duration compression Simulation Resource leveling heuristics • Project management software • Coding structure Outputs • Project schedule • Supporting detail • Schedule management plan • Resource requirements updates Schedule Control • Inputs • • • • Project schedule Performance reports Change requests Schedule management plan • Tools and Techniques • Schedule change control system • Performance measurement • Additional planning • Project management software • Variance Analysis • Outputs • Schedule updates • Corrective action • Lessons learned Project Cost Management • • • • Resource Planning Cost Estimating Cost Budgeting Cost Control Resource Planning • Inputs • Work breakdown structure • Historical information • Scope statement • Resource pool description • Organization policies • Activity duration estimates • Tools and Techniques • Expert judgement • Alternatives identification • Project management software • Outputs • Resource requirements Cost Estimating • Inputs • Work breakdown structure • Resource requirements • Resource rates • Activity duration estimates • Estimating publications • Historical information • Chart of accounts • Risks • Tools and Techniques • • • • • Analogous estimating Parametric modeling Bottom-up estimating Computerized tools Other cost estimating methods • Outputs • Cost estimates • Supporting detail • Cost management plan Cost Budgeting • Inputs • Cost estimates • Work breakdown structure • Project schedule • Risk management plan • Tools and Techniques • Cost budgeting tools and techniques • Outputs • Cost baseline Cost Control • Inputs • • • • Cost baseline Performance reports Change requests Cost management plan • Tools and Techniques • • Cost change control system • Performance measurement • Earned value management (EVM) • Additional planning • Computerized tools Outputs • • • • • • Revised cost estimates Budget updates Corrective action Estimate at completion Project closeout Lessons learned Project Quality Management • Quality Planning • Quality Assurance • Quality Control Quality Planning • Inputs • • • • Quality policy Scope statement Product description Standards and regulations • Other process outputs • Tools and Techniques • • • • • Benefit/cost analysis Benchmarking Flow-charting Design of experiments Cost of quality • Outputs • Quality management plan • Operational definitions • Checklists • Inputs to other processes Quality Assurance • Inputs • Quality management plan • Results of quality control measurements • Operations definitions • Tools and Techniques • Quality planning tools and techniques • Quality audits • Outputs • Quality improvement Quality Control • In puts • Work results • Quality management plan • Operational definitions • Checklists • Tools and Techniques • • • • • • Inspection Control charts Pareto Diagrams Statistical sampling Flow-charting Trend analysis • • • • • Quality improvements Acceptance decisions Rework Completed checklists Process adjustments • Outputs Project Human Resource Management • Organizational Planning • Staff Acquisition • Team Development Organizational Planning • Inputs • Project interfaces • Staffing requirements • Constraints • Tools and Techniques • Templates • Human resource practices • Organizational theory • Stakeholder analysis • Outputs • Role and responsibilities assignments • Staffing management plan • Organization chart • Supporting detail Staff Acquisition • Inputs • Staffing management plan • Staffing pool description • Recruitment practices • Tools and Techniques • Negotiations • Pre-assignment • Procurement • Outputs • Project staff assigned • Project team directory Team Development • Inputs • Project staff • Project plan • Staffing management plan • Performance reports • External feedback • Tools and Techniques • Team-building activities • General management skills • Reward and recognition systems • Collocation • Training • Outputs • Performance improvements • Input to performance appraisals Project Communications Management • • • • Communications Planning Information Distribution Performance Reporting Administrative Closure Communications Planning • Inputs • Communications requirements • Communications technology • Constraints • Assumptions • Tools and Techniques • Stakeholder analysis • Outputs • Communications management plan Information Distribution • Inputs • Work results • Communications management plan • Project plan • Tools and Techniques • Communications skills • Information retrieval systems • Information distribution methods • Outputs • Project records • Project reports • Project presentations Performance Reporting • Inputs • Project plan • Work results • Other project records • Tools and Techniques • • • • • Performance reviews Variance analysis Trend analysis Earned value analysis Information distribution tools and techniques • Outputs • Performance reports • Change requests Administrative Closure • Inputs • Performance measurement documentation • Product documentation • Other project records • Tools and Techniques • Performance reporting tools and techniques • Project reports • Project presentations • Outputs • Project archives • Project closure • Lessons learned Project Risk Management • • • • • • Risk Management Planning Risk Identification Qualitative Risk Analysis Quantitative Risk Analysis Risk Response Planning Risk Monitoring and Control Risk Management Planning • Inputs • Project charter • Organization’s risk management policies • Defined roles and responsibilities • Template for the organization’s risk management plan • Work breakdown structure • Tools and Techniques • Planning meeting • Outputs • Risk management plan Risk Identification • Tools • Risk management plan • Project planning outputs • Risk categories • Historical information • Tools and techniques • Documentation review • Information-gathering techniques • Checklists • Assumptions analysis • Diagramming techniques • Outputs • Risks • Triggers • Inputs to other processes Qualitative Risk Analysis • Inputs • • • • • • Risk management plan Identified risks Project status Project type Data precision Scales of probability and impact • Assumptions • Tools and Techniques • • Risk probability and impact • Probability/impact risk rating matrix • Project assumptions testing • Data precision ranking Outputs • Overall risk ranking for the project • List of prioritized risks • List of risk for additional analysis and management • Trends in qualitative risk analysis results Quantitative Risk Analysis • Inputs • • • • Risk management plan Identified risks List of prioritized risks List of risks for additional analysis and management • Historical information • Expert judgement • Other planning outputs • Tools and Techniques • • • • Interviewing Sensitivity analysis Decision tree analysis Simulation • Outputs • Prioritized list of quantified risks • Probabilistic analysis of the project • Probability of achieving the cost and time objectives • Trends in quantitative risk analysis results Risk Response Planning • Inputs • Risk management plan • List of prioritized risks • Risk ranking of the project • Prioritized list of quantified risks • Probabilistic analysis of the project • Probability of achieving the cost and time objectives • List of potential responses • Risk thresholds • Risk owners • Common risk causes • Trends in qualitative and quantitative risk analysis results • • Tools and Techniques • Avoidance • Transference • Mitigation • Acceptance Outputs • Risk response plan • Residual risks • Secondary risks • Contractual agreements • Contingency reserve amounts needed • Inputs to other processes • Inputs to a revised project plan Risk Monitoring and Control • Inputs • Risk management plan • Risk response plan • Project communication • Additional risk identification and analysis • Scope changes • Tools and Techniques • • • • • • Project risk response audits Periodic project risk reviews Earned value analysis Technical performance measurement Additional risk response planning Outputs • • • • • • Workaround plans Corrective action Project change requests Updates to the risk response plan Risk Database Updates to risk identification checklists Project Procurement Management • • • • • • Procurement Planning Solicitation Planning Solicitation Source Selection Contract Administration Contract Closeout Procurement Planning • Inputs • Scope statement • Product description • Procurement resources • Market conditions • Other planning outputs • Constraints • Assumptions • Tools and Techniques • Make-or-buy analysis Expert judgement • Contract type selection • Outputs • Procurement management plan • Statement(s) of work Solicitation Planning • Inputs • Procurement management plan • Statement(s) of work • Other planning outputs • Tools and Techniques • Standard forms • Expert judgement • Outputs • Procurement documents • Evaluation criteria • Statement of work updates Solicitation • Inputs • Procurement documents • Qualified seller lists • Tools and Techniques • Bidder conferences • Advertising • Outputs • Proposals Source Selection • Inputs • Proposals • Evaluation criteria • Organizational policies • Tools and Techniques • Contract negotiation • Weighting system • Screening system • Independent estimates • Outputs • Contract Contract Administration • Inputs • • • • Contract Work results Change requests Seller invoices • Tools and Techniques • Contract change control system • Performance reporting • Payment system • Outputs • Correspondence • Contract changes • Payment requests Contract Closeout • Inputs • Contract documentation • Tools and Techniques • Procurement audits • Outputs • Contract file • Formal acceptance and closure