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This document is part of a series that explain the newly released PMBOK 5th edition. These documents provide simple explanation and summary of the book.
However they do not replace the necessity of reading the book.
The 10
Knowledge Areas
&
ITTOs
Based on PMBOK® Guide 5th Edition
Amr Miqdadi,PMP info@pmlead.net
http://www.pmlead.net
www.pmlead.
The 10 knowledge Areas and the 47 Processes…
Based on the PMBoK® 5th
http://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.
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Project Integration Management
Process Name Inputs Outputs Tools & Techniques
Develop Project Charter
Project Statement of Work Project Charter Experts Judgment
Business Case Facilitation
Techniques Agreements
Enterprise Environmental Factors Organizational Process Assets Develop Project
Management Plan
Project Charter Project Management Plan Experts Judgment
Outputs From other Processes Facilitation
Techniques Enterprise Environmental Factors
Organizational Process Assets Direct and Manage
Project Work
Project Management Plan Deliverables Experts Judgment Approved Change Requests Work Performance data Project management
information system(PMIS) Enterprise Environmental Factors Change requests Meetings Organizational Process Assets Project documents
updates Monitor and Control
Project Work
Project Management Plan Change Requests Experts Judgment Costs forecasts Work performance reports Analytical techniques Schedule forecasts Project management plan
updates
Project management information
system
(PMIS)Validated changes Project documents
updates
Meetings Work performance information
Enterprise Environmental Factors Organizational Process Assets Perform Integrated
Change Control
Project Management Plan Approved change requests Experts Judgment Work Performance reports Change log Meetings
Change Requests Project management plan updates
Change Control tools Enterprise Environmental Factors Project documents
updates Organizational Process Assets
Close Project or Phase Project Management Plan Final product, service, or result transition
Experts Judgment Accepted deliverables Organizational Process
Assets updates
Analytical techniques
Organizational Process Assets Meetings
Project Integration Management
Unification, consolidation, articulation and interactive actions those are crucial to project completion. Integration is about making choices, about where to concentrate resources and efforts. It also involves making tradeoffs among competing objectives and alternatives.
Integration is primarily concerned with effectively integrating the processes among the Project Management Process Groups.
The project Charter
o Authorizes Project Manager
o Created based on a business need, a customer request, or a market demand o Signed by the performing organization’s senior management.
o Officially confirms the start of the project
o 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 composed of one or more subsidiary management plans and other planning documents o The plan guides your work on the project
o It is iterative and progressively elaborated
o PMBOK does not offer Project Management Methodology
Direct and Manage Project Work
o The process of leading and performing the work defined in the project management plan, and implementing approved changes to achieve the project’s objectives.
Monitor and Control Project Work
o 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/phase
o 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 Management
Process Name Inputs Outputs Tools & Techniques
Plan Scope Management
Project management plan Scope management plan Experts Judgment
Project charter Requirements management
plan
Meetings Enterprise Environmental Factors
Organizational Process Assets
Collect Requirements
Scope management plan Requirements documentationInterviews Requirements management plan Requirements traceability
matrix
Focus group
Stakeholder management plan Facilitated workshops
Project charter Group creativity
techniques
Stakeholder register Group decision-making
techniques
Questionnaires and surveys
Observations Prototypes Benchmarking Context diagram Document analysis
Define Scope
Scope management plan Project scope statement Experts JudgmentProject charter Project documents updates Product analysis
Requirements documentation Alternative generation
Organizational Process Assets Facilitated workshops
Create WBS
Scope management plan Scope baseline Experts Judgment Project scope statement Project documents updates Decomposition Requirements documentationEnterprise Environmental Factors Organizational Process Assets
Validate Scope
Project management plan Accepted deliverables InspectionRequirements documentation Change requests Group decision-making techniques
Requirements traceability matrix Work performance information
Verified deliverables Project documents updates Work performance data
Control Scope
Project management plan Work performance informationVariance analysis Requirements documentation Change requests
Requirements traceability matrix Project management plan updates
Work performance data Project documents updates Organizational process assets Org. process assets updates
Project Scope Management
Includes the processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully.
Plan Scope Management
o The process of creating a scope management plan the documents how the project scope will be defined, validated, and controlled
Collect Requirements
o 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 and managing 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 the
specified features and functions. The project scope is measured against the project
management plan and it is usually include the product scope
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Project Time Management
Process Name Inputs Outputs Tools & Techniques
Plan Schedule Management
Project management plan Schedule management plan Experts Judgment
Project charter Analytical techniques
Enterprise Environmental Factors Meetings
Organizational Process Assets
Define Activities
Schedule management plan Activity list Decomposition Scope baseline Activity attributes Rolling wave planning Enterprise Environmental Factors Milestone list Experts Judgment Organizational Process AssetsSequence Activities
Schedule management plan Project schedule network diagramPrecedence diagramming method(PDM) Activity list Project documents updates Dependency
determination
Activity attributes Leads and lags
Milestone list
Project scope statement
Enterprise Environmental Factors Organizational Process Assets
Estimate Activity
Resources
Schedule management plan Activity resource requirements
Experts Judgment
Activity list Resource breakdown
structure
Alternative analysis Activity attributes Project documents updates Published estimating
data
Resource calendars Bottom-up estimating
Risk registrar Project management
software Activity cost estimates
Enterprise Environmental Factors Organizational Process Assets
Estimate Activity
Duration
Schedule management plan Activity duration estimate Experts Judgment Activity list Project documents updates Analogous estimating
Activity attributes Parametric estimating
Activity resource requirements Three-point estimating
Resource calendars Group decision-making
techniques
Project scope statement Reserve analysis
Risk register
Resource breakdown structure Enterprise Environmental Factors Organizational Process Assets
Develop Schedule
Schedule management plan Schedule baseline Schedule network analysisActivity list Project schedule Critical path method
Activity attributes Schedule data Critical chain method
Project schedule network diagrams Project calendars Resource optimization techniques
Activity resource requirements Project management plan updates
Modeling techniques Resource calendars Project documents updates Leads and lags
Activity duration estimate Schedule compression
Project scope statement Scheduling tools
Risk register
Project staff assignments Resource breakdown structure Enterprise Environmental Factors Organizational Process Assets
Control Schedule
Project management plan Work performance informationPerformance reviews
Project schedule Schedule forecasts Project management
software
Work performance data Change requests Resource optimization techniques
Project calendars Project management plan updates
Modeling techniques Schedule data Project documents updates Leads and lags Organizational Process Assets Organizational Process Assets
updates
Schedule compression Scheduling tools
Project Time Management
Project Time Management includes the processes required to manage timely completion of the project.
The project time management processes and their associated tools and techniques are documented in the schedule management plan. The schedule management plan is contained in, or is a subsidiary plan of, the project management plan.
Plan Schedule Management
o 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 the project deliverables
Sequence Activities
o 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 Durations
o 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 Schedule
o 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 Management
Process Name Inputs Outputs Tools & Techniques
Plan Cost Management
Project management plan Cost management plan Experts Judgment
Project charter Analytical techniques
Enterprise Environmental Factors Meetings
Organizational Process Assets
Estimate Costs
Cost management plan Activity cost estimates Experts Judgment HR management plan Basis of estimates Analogous estimating Scope baseline Project documents updates Parametric estimatingProject schedule Bottom-up estimating
Risk register Three-point estimating
Organizational Process Assets Reserve analysis
Cost of quality Project management software (PMS) Vendor bid analysis Group decision-making techniques
Determine Budget
Cost management plan Cost baseline Cost aggregation Scope baseline Project funding requirements Reserve analysis Activity cost estimates Project documents updates Expert judgmentBasis of estimates Historical relationships
Project schedule Funding limit
reconciliation Resource calendars
Risk register Agreements
Organizational Process Assets
Control Costs
Project management plan Work performance informationEarned value management Project funding requirements Cost forecasts Forecasting
Work performance data Change requests To-complete
performance index(TCPI) Organizational Process Assets Project management plan
updates
Performance reviews Project documents updates Project management
software Organizational process assets
updates
Reserve analysis
Project Cost Management
Include the processes Involved in planning, estimating, budgeting, funding, managing, and controlling costs so that the project can be completed within the approved budget.
Plan Cost Management
o The process that establishes the policies, procedures, and documentation for planning, managing, expending, and controlling project costs
Estimate Costs
o 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 work packages to establish an authorized cost baseline.
Control Costs
o The process of monitoring the status of the project to update the project budget
and managing changes to the cost baseline.
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Project Quality Management
Process Name Inputs Outputs Tools & Techniques
Plan Quality Management
Project management plan Quality management plan Cost-benefit analysis Stakeholder register Process improvement plan Cost of quality
Risk register Quality metrics Seven basic quality tools
Requirements documentation Quality checklists benchmarking
Enterprise environmental factors Project documents updates Design of experiments
Organizational Process Assets Statistical sampling
Additional quality planning tools Meetings
Perform Quality
Assurance
Quality management plan Change requests Quality management and control tools Process improvement plan Project management plan
updates
Quality audits Quality metrics Project documents updates Process analysis Quality control measurements Organizational Process Assets
updates Project documents
Control Quality
Project management plan Quality control measurementsSeven basic quality tools Quality metrics Validated changes Statistical sampling Quality Checklists Validated deliverables Inspection
Work performance data Work performance information
Approved change requests review Approved change requests Change requests
Deliverables Project management plan
updates
Project documents Project documents updates Organizational Process Assets Organizational process assets
updates
Project Quality Management
Includes the processes and activities of the performing organization that determine quality policies, objectives, and responsibilities so that the project will satisfy the needs for which it was undertaken. It implements the quality management system through policy and procedures with continuous process improvement activities conducted throughout, as appropriate.
Plan Quality Management
o The process of identifying quality requirements and/or standards for the project and product, and documenting how the project will demonstrate compliance with 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 operational definitions are used.
Perform Quality Control(QC)
o The process of monitoring and recording results of executing the quality
activities to assess performance and recommend necessary changes.
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Project Human Resource Management
Process Name Inputs Outputs Tools & Techniques
Plan HR Management
Project management plan HR management plan Organization charts and position descriptionActivity resource requirements Networking
Enterprise environmental factors Organizational theory
Organizational process assets Expert judgment
Meetings
Acquire Project Team
HR management plan Project staff assignments Pre- assignments Enterprise environmental factors Resource calendars Negotiation Organizational process assets Project management planupdates
Acquisition Virtual teams
Multi-criteria decision plan updates
Develop Project Team
HR management plan Team performance assessmentsInterpersonal skills Project staff assignments Enterprise environmental
factors updates
Training
Resource calendars Team-building activities
Ground rules Colocation Recognition and rewards
Personal assessment tools
Manage Project Team
HR management plan Change requests Observation and conversation Project staff assignments Project management planupdates
Project performance appraisals
Team performance assessments Project documents updates Conflict management
Issue log Enterprise environmental
factors updates
Interpersonal skills Work performance reports Organizational process assets
updates Organizational process assets
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 the project management and leadership activities such as initiating, planning, executing,
monitoring, controlling, and closing the various project phases. This group can also be referred to as the core, executive, or leadership team.”
Plan Human Resource Management
o 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 team necessary to complete project assignments
Develop Project Team
o 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 Management
Process Name Inputs Outputs Tools & Techniques
Plan Communication Management
Project management plan Communication management plan
Communication requirements analysis Stakeholder register Project documents updates Communication
technology
Enterprise environmental factors Communication models
Organizational process assets Communication
Methods Meetings
Manage
Communications
Communication management plan Project communications Communication technology Work performance reports Project management plan
updates
Communication models Enterprise environmental factors Project documents updates Communication
methods Organizational process assets Organizational process assets
updates
Information
management systems Performance reporting
Control
Communications
Project management plan Work performance information
Information
management systems Project communications Change requests Expert judgment
Issue log Project management plan
updates
Meeting Work performance data Project documents updates
Organizational process assets Organizational process assets updates
Project Communications Management
Includes the processes required to ensure timely and appropriate planning, collection,
distribution, storage, retrieval, management, control, monitoring, and ultimate disposition of project information. Project managers spend the majority of their time communicating with team members and other project stakeholders.
Plan Communications Management
o The process of developing an appropriate approach and plan for
communications based on stakeholder’s information needs and requirements, and available organizational assets
Manage Communications
o The process of creating, collecting, distributing, storing, retrieving and ultimate disposition of project information in accordance with communications
management plan
Control Communications
o The process of monitoring and controlling communications throughout the
entire project life cycle
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Project Risk Management
Process Name Inputs Outputs Tools & Techniques
Plan Risk Management
Project management plan Risk management plan Analytical techniquesProject charter Expert judgment
Stakeholder register Meetings
Enterprise environmental factors Organizational process assets
Identify Risks
Risk management plan Risk register Documentations reviewsCost management plan Information gathering
techniques
Schedule management plan Checklist analysis
Quality management plan Assumptions analysis
HR management plan Diagramming
techniques
Scope baseline SWOT analysis
Activity cost estimates Expert judgment
Activity duration estimates Stakeholder register Project documents Procurement documents
Enterprise environmental factors Organizational process assets
Perform Qualitative
Risk Analysis
Risk management plan Project documents updates Risk probability and impact assessment
Scope baseline Probability and impact
matrix
Risk register Risk data quality
assessment
Enterprise environmental factors Risk categorization
Organizational process assets Risk urgency assessment
Expert judgment
Perform Quantitative
Risk Analysis
Risk management plan Project documents updates Data gathering and representation techniques
Cost management plan Quantitative risk
analysis and modeling techniques
Schedule management plan Expert judgment
Risk register
Enterprise environmental factors Organizational process assets
Plan Risk Responses
Risk management plan Project management plan updatesStrategies for negative risks or threats
Risk register Project documents updates Strategies for positive risks or opportunity Contingent response
strategies Expert judgment
Control Risks
Project management plan Work performanceinformation
Risk reassessment
Risk register Change requests Risk audits
Work performance data Project management plan updates
Variance and trend analysis
Work performance reports Project documents updates Technical performance measurements
Organizational process assets updates
Reserve analysis Meetings
Project Risk Management
The processes of conducting risk management planning, identification, analysis, response planning, and monitoring and control on a project. The objectives of Project Risk Management are to increase the probability and impact of positive events, and decrease the probability and impact of negative events in the project.
“Project risk is always in the future. Risk is an uncertain event or condition that, if it occurs, has an effect on at least one project objective. Objectives can include scope, schedule, cost, and quality.”
Plan Risk Management
o The process of defining how to conduct risk management activities for a project
Identify Risks
o 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 and combining their probability of occurrence and impact
Perform Quantitative Risk Analysis
o The process of numerically analyzing the effect of identified risks on overall project objectives.
Plan Risk Responses
o 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 process
effectiveness throughout the project.
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Project Procurement Management
Process Name Inputs Outputs Tools & Techniques
Plan Procurement Management
Project management plan Procurement management plan
Make-or-buy analysis Requirements documentation Procurement statement of
work
Expert judgment
Risk register Procurement documents Market research
Activity resource requirements Source selection criteria Meetings Project schedule Make-or-buy decision
Activity cost estimates Change requests
Stakeholder register Project document updates Enterprise environmental factors
Organizational process assets
Conduct Procurements
Procurement management plan Selected seller Bidder conferenceProcurement documents Agreements Proposal evaluation
techniques
Source selection criteria Resource calendars Independent estimates
Seller proposals Change requests Expert judgment
Project documents Project management plan updates
Advertising
Make-or-buy decision Project documents updates Analytical techniques
Procurement statement of work Procurement
negotiations Organizational process assets
Control Procurements
Procurement management plan Work performance informationContract change control system
Procurement documents Change requests Procurement
performance review
Agreements Project management plan
updates
Inspections and audits Approved change request Project documents updates Performance reporting Work performance reports Organizational process assets
updates
Payment systems
Work performance data Claims administrations
Records management system
Close Procurements
Project management plan Closed Procurement Procurement audits Procurement documents Organizational process assetsupdates
Procurement negotiations
Records management system
Project Procurement Management
Includes the processes necessary to purchase or acquire products, services, or results needed from outside the project team. The organization can be either the buyer or seller of the products, services, or results of a project.
Plan Procurement Management
o The process of documenting project purchasing decisions, specifying the approach, and identifying potential sellers
Conduct Procurements
o The process of obtaining seller responses, selecting a seller, and awarding a contract
Control Procurements
o The process of managing procurement relationships, monitoring contract performance, and making changes and corrections as needed.
Close Procurements
o The process of completing each project procurement
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Project Stakeholder Management
Process Name Inputs Outputs Tools & Techniques
Identify Stakeholders
Project Charter Stakeholder register Stakeholder analysisProcurement documents Expert judgment
Enterprise environmental factors Meetings
Organizational process assets
Plan Stakeholder
Management
Project management plan Stakeholder management plan
Expert judgment Stakeholder register Procurement documents
updates
Meetings
Enterprise environmental factors Analytical techniques
Organizational process assets
Manage Stakeholder
Engagement
Stakeholder management plan Issue log Communication methods
Communication management plan Change requests Interpersonal skills
Change log Project management plan
updates
Management skills Organizational process assets Project documents updates
Organizational process assets updates
Control Stakeholder Engagement
Project management plan Work performance information
Information
management system
Issue log Change requests Expert judgment
Work performance data Project management plan updates
Meetings Project documents Project documents updates
Organizational process assets updates
Project Stakeholder Management
Includes the processes required to identify the people, groups, or organizations that could impact or be impacted by the project, to analyze stakeholder expectations and their impact on the project, and to develop appropriate management strategies for effectively engaging stakeholders in project decisions and execution.
Identify Stakeholders
o The process of identifying all people or organizations could impact or be impacted by a decision, activity, or outcome of the project; and analyzing and documenting relevant information regarding their interests, involvement, influence and impact on project success.
Plan Stakeholder Management
o The process of developing appropriate management strategies to effectively engage stakeholders throughout the project life cycle
Manage Stakeholder Engagement
o 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 adjusting
strategies and plans for engaging stakeholders
You need to understand the terms and the logic relationships between the inputs, outputs and tools& techniques. Memorizing them is not enough and will lead you nowhere.
Refer to the PMBoK 5h 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, PMP info@pmlead.net
http://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.
