Project management overview
Overview of Projects
- Importance of Project
- Project Drive Change
- Portfolio, Programs and Projects (Business as usual BAU)
- Project Lifecycles and Phases (Predictve/Interative/Increamental/Adaptive)
- Project Management Data and Information
- Tailoring your Project
- Managing Benefits and Project Success Measures
- Project Charter and PM Plan
The Project management environments
- Enterprise Environmental Factors
- Organizational Process Assets
- Organizational and Project Governance
- Management Elements
- Organizational structures
- PMO and Project Oriented
- Matrix - Strong to Weak
- Functional and Organic
- PMO Types
- Directive
- Controlling
- Supportive
The Role of the Project Manager
- The Sphere of Influence
- Project Manager Competences
- Qualities and Skills of a Leader
- Performing Integration
Process
Initiating a Project
Develop Project Charter
Inputs
- Business Documents: Business Case, Benefits Management Plan
- Agreements
- Enterprise Environmental Factors
- Organizational Process Assets
Tools & Techniques
- Expert Judgement
- Data Gathering: Brainstorming, Focus Groups, Interviews
- Interpersonal and Team Skills: Conflict Management, Facilitation, Meeting Management
- Meetings
Outputs
- Project Charter
- Assumption Log
Identify Stakeholders
Inputs
- Project Charter
- Business Documents: Business Case, Benefits Management Plan
- Project Management Plan: Communications Management Plan, Stakeholder Engagement Plan
- Project Documents: Change Log, Issue Log, Requirements Documentation
- Agreements
- Enterprise Environmental Factors
- Organizational Process Assets
Tools & Techniques
- Expert Judgement
- Data Gathering: Questionnaires and Surveys, Brainstorming
- Data Analysis: Stakeholder Analysis, Document Analysis
- Data Representation: Stakeholder Mapping/Presentation
- Meetings
Outputs
- Stakeholder Register
- Change Requests
- Project Management Plan Updates: Requirements Management Plan, Communications Management Plan, Risk Management Plan, Stakeholder Engagement Plan
- Project Documents Updates: Assumption Log, Issue Log, Risk Register
Planning a Project
Develop Project Management Plan
Inputs
- Outputs from Other Processes
- Enterprise Environmental Factors
- Organizational Process Assets
Tools & Techniques
- Expert Judgement
- Data Gathering: Brainstorming, Checklists, Focus Groups, Interview
- Interpersonal and Team Skills: Conflict Management, Facilitation, Meeting Management
- Meetings
Outputs
Plan Scope Management
Inputs
- Project Charter
- Project Management Plan: Quality Management Plan, Project Lifecycle Description, Development Approach
- Enterprise Environmental Factors
- Organizational Process Assets
Tools & Techniques
- Expert Judgement
- Data Analysis: Alternatives Analysis
- Meetings
Outputs
- Scope Management Plan
- Requirements Management Plan
Collect Requirements
Inputs
- Project Charter
- Project Management Plan: Scope Management Plan, Requirements Management Plan, Stakeholder Engagement Plan
- Project Documents: Assumption Log, Lessons Learned Register, Stakeholder Register
- Business Documents: Business Case
- Agreements
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Gathering: Brainstorming, Interviews, Focus Groups, Questionnaires and Surveys, Benchmarking
- Data Analysis: Document Analysis
- Decision Making: Voting, Multi-Criteria Decision Analysis
- Data Representation: Affinity Diagrams, Mind Mapping
- Interpersonal and Team Skills: Nominal Group Technique, Observation / Conversation, Facilitation
- Context Diagram
- Prototypes
Outputs
- Requirements Documentation
- Requirements Traceability Matrix
Define Scope
Inputs
- Project Charter
- Project Management Plan: Scope Management Plan
- Project Documents: Assumption Log, Requirements Documentation, Risk Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Analysis: Alternatives Analysis
- Decision Making: Multi-Criteria Decision Making
- Interpersonal and Team Skills: Facilitation
- Product Analysis
Outputs
- Project Scope Statement
- Project Documents Updates: Assumption Log, Requirements Documentation, Requirements Traceability Matrix, Stakeholder Register
Create WBS
Inputs
- Project Management Plan: Scope Management Plan
- Project Documents: Project Scope Statement, Requirements Documentation
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Decomposition
Outputs
- Scope Baseline
- Project Documents Updates: Assumption Log, Requirements Documentation
Plan Schedule Management
Inputs
- Project Charter
- Project Management Plan: Scope Management Plan, Development Approach
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Analysis: Alternatives Analysis
- Meetings
Outputs
Define Activities
Inputs
- Project Management Plan: Schedule Management Plan, Scope Baseline
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Decomposition
- Rolling Wave Planning
- Meetings
Outputs
- Activity List
- Activity Attributes
- Milestone List
- Change Requests
- Project Management Plan Updates: Schedule Baseline, Cost Baseline
Sequence Activities
Inputs
- Project Management Plan: Schedule Management Plan, Scope Baseline
- Project Documents: Activity Attributes, Activity List, Assumption Log, Milestone List
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Precedence Diagramming Method
- Dependency Determination and Integration
- Leads and Lags
- Project Management Information System
Outputs
- Project Schedule Network Diagrams
- Project Documents Updates: Activity Attributes, Activity List, Assumption Log, Milestone List
Estimate Activity Duration
Inputs
- Project Management Plan: Schedule Management Plan, Scope Baseline
- Project Documents: Activity Attributes, Activity List, Assumption Log, Lessons Learned Register, Milestone List, Project Team Assignments, Resource Breakdown Structure, Resource Calendars, Resource Requirements, Risk Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Analogous Estimating
- Parametric Estimating
- Three Point Estimating
- Bottom-Up Estimating
- Data Analysis: Alternatives Analysis, Reserve Analysis
- Decision Making: Voting
- Meetings
Outputs
- Duration Estimates
- Basis of Estimates
- Project Documents Updates: Activity Attributes, Assumption Log, Lessons Learned Register
Develop Schedule
Inputs
- Project Management Plan: Schedule Management Plan, Scope Baseline
- Project Documents: Activity Attributes, Activity List, Assumption Log, Basis of Estimates, Duration Estimates, Lessons Learned Register, Milestone List, Project Schedule Network Diagrams, Project Team Assignments, Resource Calendars, Resource Requirements, Risk Register
- Agreements
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Schedule Network Analysis
- Critical Path Method
- Resource Optimization
- Data Analysis: What-if Scenario Analysis, Simulation
- Leads and Lags
- Schedule Compression
- Project Management Information System
- Agile Release Planning
Outputs
- Schedule Baseline
- Project Schedule
- Schedule Data: Schedule Management Plan, Cost Baseline
- Project Calendars: Activity Attributes, Assumption Log, Duration Estimates, Lessons Learned Register, Resource Requirements, Risk Register
- Change Requests
- Project Management Plan Updates
- Project Documents Updates
Plan Cost Management
Inputs
- Project Charter
- Project Management Plan: Schedule Management Plan, Risk Management Plan
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Analysis: Alternatives Analysis
- Meetings
Outputs
Estimate Costs
Inputs
- Project Management Plan: Cost Management Plan, Quality Management Plan, Scope Baseline
- Project Documents: Lessons Learned Register, Project Schedule, Resource Requirements, Risk Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Analogous Estimating
- Parametric Estimating
- Bottom-Up Estimating
- Three-Point Estimating
- Data Analysis: Alternatives Analysis, Reserve Analysis, Cost of Quality
- Project Management Information System
- Decision Making
Outputs
- Cost Estimates
- Basis of Estimates
- Project Documents Updates: Assumption Log, Lessons Learned Register, Risk Register
Determine Budget
Inputs
- Project Management Plan: Cost Management Plan, Resource Management Plan, Scope Baseline
- Project Documents: Basis of Estimates, Cost Estimates, Project Schedule, Risk Register
- Business Documents: Business Case, Benefits Management Plan
- Agreements
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Cost Aggregation
- Data Analysis: Reserve Analysis
- Historical Information Review
- Funding Limit Reconciliation
- Financing
Outputs
- Cost Baseline
- Project Funding Requirements
- Project Documents Updates: Cost Estimates, Project Schedule, Risk Register
Plan Quality Management
Inputs
- Project Charter
- Project Management Plan: Requirements Management Plan, Risk Management Plan, Stakeholder Engagement Plan, Scope Baseline
- Project Documents: Assumption Log, Requirements Documents, Requirements Traceability Matrix, Risk Register, Stakeholder Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Gathering: Benchmarking, Brainstorming, Interviews
- Data Analysis: Cost-Benefit Analysis, Cost of Quality
- Decision Making: Multi-Criteria Decision Analysis
- Data Representation: Flowcharts, Logical Data Model, Matrix Diagrams, Mind Mapping
- Test and Inspection Planning
- Meetings
Outputs
- Quality Management Plan
- Quality Metrics
- Project Management Plan Updates: Risk Management Plan, Scope Baseline
- Project Documents Updates: Lessons Learned Register, Requirements Traceability Matrix, Risk Register, Stakeholder Register
Plan Resource Management
Inputs
- Project Charter
- Project Management Plan: Quality Management Plan, Scope Baseline
- Project Documents: Project Schedule, Requirements Documentation, Risk Register, Stakeholder Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Representation: Hierarchical Charts, Responsibility Assignment Matrix, Text-oriented Formats
- Organizational Theory
- Meetings
Outputs
- Resource Management Plan
- Team Charter
- Project Documents Updates: Assumption Log, Risk Register
- Meetings
- Interpersonal and Team Skills
- Meetings
Estimate Activity Resources
Inputs
- Project Management Plan: Resource Management Plan, Scope Baseline
- Project Documents: Activity Attributes, Activity List, Assumption Log, Cost Estimates, Resource Calendars, Risk Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Bottom-Up Estimating
- Analogous Estimating
- Parametric Estimating
- Data Analysis: Alternatives Analysis
- Project Management Information System
- Meetings
Outputs
- Resource Requirements
- Basis of Estimates
- Resource Breakdown Structure
- Project Documents Updates: Activity Attributes, Assumption Log, Lessons Learned Register
Plan Communications Management
Inputs
- Project Charter
- Project Management Plan: Resource Management Plan, Stakeholder Engagement Plan
- Project Documents: Requirements Documentation, Stakeholder Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Communication Requirements Analysis
- Communication Technology
- Communication Models
- Communication Methods
- Interpersonal and Team Skills: Communication Styles Assessment, Political Awareness, Cultural Awareness
- Data Representation: Stakeholder Engagement Assessment Matrix
- Meetings
Outputs
- Communications Management Plan
- Project Management Plan Updates: Stakeholder Engagement Plan
- Project Documents Updates: Project Schedule, Stakeholder Register
Plan Risk Management
Inputs
- Project Charter
- Project Management Plan
- Project Documents: Stakeholder Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Analysis: Stakeholder Analysis
- Meetings
Outputs
Identify Risks
Inputs
- Project Management Plan: Requirements Management Plan, Schedule Management Plan, Cost Management Plan, Quality Management Plan, Resource Management Plan, Risk Management Plan, Scope Baseline, Schedule Baseline, Cost Baseline
- Project Documents: Assumption Log, Cost Estimates, Duration Estimates, Issue Log, Lessons Learned Register, Requirements Documentation, Resource Requirements, Stakeholder Register
- Agreements
- Project Documentation
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Gathering: Brainstorming, Checklists, Interviews
- Data Analysis: Root Cause Analysis, Assumption and Constraint Analysis, SWOT Analysis, Document Analysis
- Interpersonal and Team Skills: Facilitation
- Prompt Lists
- Meetings
Outputs
- Risk Register
- Risk Report
- Project Documents Updates: Assumption Log, Issue Log, Lessons Learned Register
Perform Qualitative Risk Analysis
Inputs
- Project Management Plan: Risk Management Plan
- Project Documents: Assumption Log, Risk Register, Stakeholder Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Gathering
- Data Analysis: Risk Data Quality Assessment, Risk Probability and Impact Assessment, Assessment of Other Risk Parameters
- Interpersonal and Team Skills: Facilitation
- Risk Categorization
- Data Representation: Probability and Impact Matrix, Hierarchical Charts
- Meetings
Outputs
- Project Documents Updates: Assumption Log, Issue Log, Risk Register, Risk Report
Perform Quantitative Risk Analysis
Inputs
- Project Management Plan: Risk Management Plan, Scope Baseline, Schedule Baseline, Cost Baseline
- Project Documents: Assumption Log, Basis of Estimates, Cost Estimates, Cost Forecasts, Duration Estimates, Milestone List, Resource Requirements, Risk Register, Risk Report, Schedule Forecasts
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Gathering: Interviews
- Interpersonal and Team Skills: Facilitation
- Representations of Uncertainty
- Data Analysis: Simulations, Sensitivity Analysis, Decision Tree Analysis, Influence Diagrams
Outputs
- Project Documents Updates: Risk Report
Plan Risk Responses
Inputs
- Project Management Plan: Resource Management Plan, Risk Management Plan, Cost Baseline
- Project Documents: Lessons Learned Register, Project Schedule, Project Team Assignments, Resource Calendars, Risk Register, Risk Report, Stakeholder Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement: Interviews
- Data Gathering
- Interpersonal and Team Skills: Facilitation
- Strategies for Threats
- Strategies for Opportunities
- Contingent Response Strategies
- Strategies for Overall Project Risk
- Data Analysis: Alternatives Analysis, Cost-Benefit Analysis
- Decision Making: Multi-Criteria Decision Analysis
Outputs
- Change Requests
- Project Management Plan Updates: Schedule Management Plan, Cost Management Plan, Quality Management Plan, Resource Management Plan, Procurement Management Plan, Scope Baseline, Schedule Baseline, Cost Baseline
- Project Documents Updates: Assumption Log, Cost Forecasts, Lessons Learned Register, Project Schedule, Project Team Assignments, Risk Register, Risk Report
Plan Procurement Management
Inputs
- Project Charter
- Business Documents: Business Case, Benefits Management Plan
- Project Management Plan: Scope Management Plan, Quality Management Plan, Resource Management Plan, Scope Baseline
- Project Documents: Milestone List, Project Team Assignments, Requirements Documentation, Requirements Traceability Matrix, Resource Requirements, Risk Register, Stakeholder Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Gathering: Market Research
- Data Analysis: Make-or-Buy Analysis
- Source Selection Analysis
- Meetings
Outputs
- Procurement Management Plan
- Procurement Strategy
- Bid Documents
- Procurement Statement of Work
- Source Selection Criteria
- Make or Buy Decisions
- Independent Cost Estimates
- Change Requests
- Project Documents Updates: Lessons Learned Register, Milestone List, Requirements Documentation, Requirements Traceability Matrix
- Organisational Process Assets Updates
Plan Stakeholder Engagement
Inputs
- Project Charter
- Project Management Plan: Resource Management Plan, Communications Management Plan, Risk Management Plan
- Project Documents: Assumption Log, Change Log, Issue Log, Project Schedule, Risk Register, Stakeholder Register
- Agreements
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Gathering: Benchmarking
- Data Analysis: Assumption and Constraint Analysis
- Decision Making: Prioritization / Ranking
- Data Representation: Mind Mapping, Stakeholder Engagement Assessment Matrix
- Meetings
Outputs
- Stakeholder Engagement Plan
Executing a Project
Direct and Manage Project Work
Inputs
- Project Management Plan
- Project Documents: Change Log, Lessons Learned Register, Milestone List, Project Communications, Project Schedule, Requirements Traceability Matrix, Risk Register, Risk Report
- Approved Change Requests
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Project Management Information System
- Meetings
Outputs
- Deliverables
- Work Performance Data
- Issue Log
- Change Requests
- Project Management Plan Updates
- Project Documents Updates: Activity List, Assumption Log, Lessons Learned Register, Requirements Documentation, Risk Register, Stakeholder Register
- Organisational Process Assets Updates
Manage Project Knowledge
Inputs
- Project Management Plan
- Project Documents: Lessons Learned Register, Project Team Assignments, Resource Breakdown Structure, Stakeholder Register
- Deliverables
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Knowledge Management
- Information Management
- Interpersonal and Team Skills: Active Listening, Facilitation, Leadership, Networking, Political Awareness
Outputs
- Lessons Learned Register
- Project Management Plan Updates
- Organisational Process Assets Updates
Manage Quality
Inputs
- Project Management Plan: Quality Management Plan
- Project Documents: Lessons Learned Register, Quality Control Measurements, Quality Metrics, Risk Report
- Organisational Process Assets
Tools & Techniques
- Data Gathering: Checklists
- Data Analysis: Alternatives Analysis, Document Analysis, Process Analysis, Root Cause Analysis
- Decision Making: Multi-Criteria Decision Analysis
- Data Representation: Affinity Diagrams, Cause and Effect Diagrams, Flowcharts, Histograms, Matrix Diagrams, Scatter Diagrams
- Problem Solving
- Audits
- Quality Improvement Methods
- Design for X
Outputs
- Quality Reports
- Test and Evaluation Documents
- Change Requests
- Project Management Plan Updates: Quality Management Plan, Scope Baseline, Schedule Baseline, Cost Baseline
- Project Documents Updates: Issue Log, Lessons Learned Register, Risk Register
Acquire Resources
Inputs
- Project Management Plan: Resource Management Plan, Procurement Management Plan, Cost Baseline
- Project Documents: Project Schedule, Resource Calendars, Resource Requirements, Stakeholder Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Decision Making: Multi-Criteria Decision Analysis
- Interpersonal and Team Skills: Negotiation
- Pre-assignment
- Virtual Teams
Outputs
- Physical Resource Assignments
- Project Team Assignments
- Resource Calendars: Resource Management Plan, Cost Baseline
- Change Requests
- Project Management Plan Updates
- Project Documents Updates: Lessons Learned Register, Project Schedule, Resource Breakdown Structure, Resource Requirements, Risk Register, Stakeholder Register
- Enterprise Environmental Factors Updates
- Organisational Process Assets Updates
Develop Team
Inputs
- Project Management Plan: Resource Management Plan
- Project Documents: Lessons Learned Register, Project Schedule, Project Team Assignments, Resource Calendars, Team Charter
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Co-location
- Virtual Teams
- Communication Technology
- Conflict Management: Influencing, Motivation, Negotiation, Team Building
- Recognition and Rewards
- Training
- Individual and Team Assessments
- Meetings
Outputs
- Team Performance Assessments
- Change Requests
- Project Management Plan Updates: Resource Management Plan
- Project Documents Updates: Lessons Learned Register, Project Schedule, Project Team Assignments, Resource Calendars, Team Charter
- Enterprise Environmental Factors Updates
- Organisational Process Assets Updates
Manage Team
Inputs
- Project Management Plan: Resource Management Plan
- Project Documents: Issue Log, Lessons Learned Register, Project Team Assignments, Team Charter
- Work Performance Reports
- Team Performance Assessments
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Interpersonal and Team Skills: Conflict Management, Decision Making, Emotional Intelligence, Influencing, Leadership
- Project Management Information System
Outputs
- Change Requests
- Project Management Plan Updates: Resource Management Plan, Schedule Baseline, Cost Baseline
- Project Documents Updates: Issue Log, Lessons Learned Register, Project Team Assignments
- Enterprise Environmental Factors Updates
Manage Communication
Inputs
- Project Management Plan: Resource Management Plan, Communications Management Plan, Stakeholder Engagement Plan
- Project Documents: Change Log, Issue Log, Lessons Learned Register, Quality Report, Risk Report, Stakeholder Register
- Work Performance Reports
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Communication Technology
- Communication Methods: Communication Competence, Feedback, Non-verbal, Presentations
- Communication Skills
- Project Management Information System
- Project Reporting
- Interpersonal and Team Skills: Active Listening, Conflict Management, Cultural Awareness, Meeting Management, Networking, Political Awareness
- Meetings
Outputs
- Project Communications
- Project Management Plan Updates: Communications Management Plan, Stakeholder Engagement Plan
- Project Documents Updates: Issue Log, Lessons Learned Register, Project Schedule, Risk Register, Stakeholder Register
- Organisational Process Assets Updates
Implement Risk Response
Inputs
- Project Management Plan: Risk Management Plan
- Project Documents: Lessons Learned Register, Risk Register, Risk Report
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Interpersonal and Team Skills: Influencing
- Project Management Information System
Outputs
- Change Requests
- Project Documents Updates: Issue Log, Lessons Learned Register, Project Team Assignments, Risk Register, Risk Report
Conduct Procurements
Inputs
- Project Management Plan: Scope Management Plan, Requirements Management Plan, Communications Management Plan, Risk Management Plan, Procurement Management Plan, Configuration Management Plan, Cost Baseline
- Project Documents: Lessons Learned Register, Project Schedule, Requirements Documentation, Risk Register, Stakeholder Register
- Procurement Documentation
- Seller Proposals
- Enterprise Environmental Factors
- Organizational Process Assets
Tools & Techniques
- Expert Judgement
- Advertising
- Bidder Conferences
- Data Analysis: Proposal Evaluation
- Interpersonal and Team Skills: Negotiation
Outputs
- Selected Sellers
- Agreements
- Change Requests
- Project Management Plan Updates: Requirements Management Plan, Quality Management Plan, Communications Management Plan, Risk Management Plan, Procurement Management Plan, Scope Baseline, Schedule Baseline, Cost Baseline
- Project Documents Updates: Lessons Learned Register, Requirements Documentation, Requirements Traceability Matrix, Resource Calendars, Risk Register, Stakeholder Register
- Organisational Process Assets Updates
Manage Stakeholder Engagement
Inputs
- Project Management Plan: Communications Management Plan, Risk Management Plan, Stakeholder Engagement Plan, Change Management Plan
- Project Documents: Change Log, Issue Log, Lessons Learned Register, Stakeholder Register
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Communication Skills: Feedback
- Interpersonal and Team Skills: Conflict Management, Cultural Awareness, Negotiation, Observation / Conversation, Political Awareness
- Ground Rules
- Meetings
Outputs
- Change Requests
- Project Management Plan Updates: Communications Management Plan, Stakeholder Engagement Plan
- Project Documents Updates: Change Log, Issue Log, Lessons Learned Register, Stakeholder Register
Monitoring and Controlling a Project
Monitor and Control Project Work
Inputs
- Project Management Plan
- Project Documents: Assumption Log, Basis of Estimates, Cost Forecasts, Issue Log, Lessons Learned Register, Milestone List, Quality Reports, Risk Register, Risk Report, Schedule Forecasts
- Work Performance Information
- Agreements
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Analysis: Alternatives Analysis, Cost-Benefit Analysis, Earned Value Analysis, Root Cause Analysis, Trend Analysis, Variance Analysis
- Decision Making: Voting
- Meetings
Outputs
- Work Performance Reports
- Change Requests
- Project Management Plan Updates
- Project Documents Updates: Cost Forecasts, Issue Log, Lessons Learned Register, Risk Register, Schedule Forecasts
Perform Integrated Change Control
Inputs
- Project Management Plan: Change Management Plan, Configuration Management Plan, Scope Baseline, Schedule Baseline, Cost Baseline
- Project Documents: Basis of Estimates, Change Log, Requirements Traceability Matrix, Risk Report
- Work Performance Reports
- Change Requests
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Change Control Tools
- Data Analysis: Alternatives Analysis, Cost-Benefit Analysis
- Decision Making: Voting, Autocratic Decision Making, Multicriteria Decision Analysis
- Meetings
Outputs
- Approved Change Requests
- Project Management Plan Updates
- Project Documents Updates: Change Log
Validate Scope
Inputs
- Project Management Plan: Scope Management Plan, Requirements Management Plan, Scope Baseline
- Project Documents: Lessons Learned Register, Quality Reports, Requirements Documentation, Requirements Traceability Matrix
- Verified Deliverables
- Work Performance Data
Tools & Techniques
- Inspection
- Decision Making: Voting
Outputs
- Accepted Deliverables
- Work Performance Information
- Change Requests
- Project Documents Updates: Lessons Learned Register, Requirements Documentation, Requirements Traceability Matrix
Control Scope
Inputs
- Project Management Plan: Scope Management Plan, Requirements Management Plan, Change Management Plan, Configuration Management Plan, Scope Baseline, Performance Measurement Baseline
- Project Documents: Lessons Learned Register, Requirements Documentation, Requirements Traceability Matrix
- Work Performance Data
- Organisational Process Assets
Tools & Techniques
- Data Analysis: Variance Analysis, Trend Analysis
Outputs
- Work Performance Information
- Change Requests
- Project Management Plan Updates: Scope Management Plan, Scope Baseline, Schedule Baseline, Cost Baseline, Performance Measurement Baseline
- Project Documents Updates: Lessons Learned Register, Requirements Documentation, Requirements Traceability Matrix
Control Schedule
Inputs
- Project Management Plan: Schedule Management Plan, Schedule Baseline, Scope Baseline, Performance Measurement Baseline
- Project Documents: Lessons Learned Register, Project Calendars, Project Schedule, Resource Calendars, Schedule Data
- Work Performance Data
- Organisational Process Assets
Tools & Techniques
- Data Analysis: Earned Value Analysis, Iteration Burndown Chart, Performance Reviews, Trend Analysis, Variance Analysis, What-if Scenario Analysis
- Critical Path Method
- Project Management Information System
- Resource Optimization
- Leads and Lags
- Schedule Compression
Outputs
- Work Performance Information
- Schedule Forecasts
- Change Requests
- Project Management Plan Updates: Schedule Management Plan, Schedule Baseline, Cost Baseline, Performance Measurement Baseline
- Project Documents Updates: Assumption Log, Basis of Estimates, Lessons Learned Register, Project Schedule, Resource Calendars, Risk Register, Schedule Data
Control Costs
Inputs
- Project Management Plan: Cost Management Plan, Cost Baseline, Performance Measurement Baseline
- Project Documents: Lessons Learned Register
- Project Funding Requirements
- Work Performance Data
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Analysis: Earned Value Analysis, Variance Analysis, Trend Analysis, Reserve Analysis
- To-Complete Performance Index
- Project Management Information System
Outputs
- Work Performance Information
- Cost Forecasts
- Change Requests
- Project Management Plan Updates: Cost Management Plan, Cost Baseline, Performance Measurement Baseline
- Project Documents Updates: Assumption Log, Basis of Estimates, Cost Estimates, Lessons Learned Register, Risk Register
Control Quality
Inputs
- Project Management Plan: Quality Management Plan
- Project Documents: Lessons Learned Register, Quality Metrics, Test and Evaluation Documents
- Approved Test Cases
- Deliverables
- Work Performance Data
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Data Gathering: Checklists, Check Sheets, Statistical Sampling, Questionnaires and Surveys
- Data Analysis: Performance Reviews, Root Cause Analysis
- Inspection
- Testing / Product Evaluations
- Data Representation: Cause and Effect Diagrams, Control Charts, Histogram, Scatter Diagrams
- Meetings
Outputs
- Quality Control Measurements
- Verified Deliverables
- Work Performance Information
- Change Requests
- Project Management Plan Updates: Quality Management Plan
- Project Documents Updates: Issue Log, Lessons Learned Register, Risk Register, Test and Evaluation Documents
Control Resources
Inputs
- Project Management Plan: Resource Management Plan
- Project Documents: Issue Log, Lessons Learned Register, Physical Resource Assignments, Project Schedule, Resource Breakdown Structure, Resource Requirements, Risk Register
- Work Performance Data
- Agreements
- Organisational Process Assets
Tools & Techniques
- Data Analysis: Alternatives Analysis, Cost-Benefit Analysis, Performance Reviews, Trend Analysis
- Problem Solving
- Interpersonal and Team Skills: Negotiation, Influencing
- Project Management Information System
Outputs
- Work Performance Information
- Change Requests
- Project Management Plan Updates: Resource Management Plan, Schedule Baseline, Cost Baseline
- Project Documents Updates: Assumption Log, Issue Log, Lessons Learned Register, Physical Resource Assignments, Resource Breakdown Structure, Risk Register
Monitor Communications
Inputs
- Project Management Plan: Resource Management Plan, Communications Management Plan, Stakeholder Engagement Plan
- Project Documents: Issue Log, Lessons Learned Register, Project Communications
- Work Performance Data
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Project Management Information System
- Data Representation: Stakeholder Engagement Assessment Matrix
- Interpersonal and Team Skills: Observation / Conversation
- Meetings
Outputs
- Work Performance Information
- Change Requests
- Project Management Plan Updates: Communications Management Plan, Stakeholder Engagement Plan
- Project Documents Updates: Issue Log, Lessons Learned Register, Stakeholder Register
Monitor Risks
Inputs
- Project Management Plan: Risk Management Plan
- Project Documents: Issue Log, Lessons Learned Register, Risk Register, Risk Report
- Work Performance Data
- Work Performance Reports
Tools & Techniques
- Data Analysis: Performance Analysis, Reserve Analysis
- Audits
- Meetings
Outputs
- Work Performance Information
- Change Requests
- Project Management Plan Updates
- Project Documents Updates: Assumption Log, Issue Log, Lessons Learned Register, Risk Register, Risk Report
- Organisational Process Assets Updates
Control Procurements
Inputs
- Project Management Plan: Requirements Management Plan, Risk Management Plan, Procurement Management Plan, Change Management Plan, Schedule Baseline
- Project Documents: Assumption Log, Lessons Learned Register, Milestone List, Quality Reports, Requirements Traceability Matrix, Risk Register, Stakeholder Register
- Agreements
- Procurement Documentation
- Approved Change Requests
- Work Performance Data
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Claims Administration
- Data Analysis: Performance Reviews, Earned Value Analysis, Trend Analysis
- Inspection
- Audits
Outputs
- Closed Procurements
- Work Performance Information
- Procurement Documentation Updates
- Change Requests
- Project Management Plan Updates: Risk Management Plan, Procurement Management Plan, Schedule Baseline, Cost Baseline
- Project Documents Updates: Lessons Learned Register, Resource Requirements, Requirements Traceability Matrix, Risk Register, Stakeholder Register
- Organisational Process Assets Updates
Monitor Stakeholder Engagement
Inputs
- Project Management Plan: Resource Management Plan, Communications Management Plan, Stakeholder Engagement Plan
- Project Documents: Issue Log, Lessons Learned Register, Project Communications, Risk Register, Stakeholder Register
- Work Performance Data
- Enterprise Environmental Factors
- Organisational Process Assets
Tools & Techniques
- Data Analysis: Alternatives Analysis, Root Cause Analysis, Stakeholder Analysis
- Decision Making: Multi-criteria Decision Making, Voting
- Data Representation: Stakeholder Engagement Assessment Matrix
- Communication Skills: Feedback, Presentations
- Interpersonal and Team Skills: Active Listening, Cultural Awareness, Leadership, Networking, Political Awareness
- Meetings
Outputs
- Work Performance Information
- Change Requests
- Project Management Plan Updates: Resource Management Plan, Communications Management Plan, Stakeholder Engagement Plan
- Project Documents Updates: Issue Log, Lessons Learned Register, Risk Register, Stakeholder Register
Closing a Project
Close Project or Phases
Inputs
- Project Charter
- Project Management Plan
- Project Documents: Assumption Log, Basis of Estimates, Change Log, Issue Log, Lessons Learned Register, Milestone List, Project Communications, Quality Control Measurements, Quality Reports, Requirements Documentation, Risk Register, Risk Report
- Accepted Deliverables
- Business Documents: Business Case, Benefits Management Plan
- Agreements
- Procurement Documentation
- Organisational Process Assets
Tools & Techniques
- Expert Judgement
- Data Analysis: Document Analysis, Regression Analysis, Trend Analysis, Variance Analysis
- Meetings
Outputs
- Project Documents Updates: Lessons Learned Register
- Final Product, Service or Result Transition
- Final Report
- Organisational Process Assets Updates
Full checklist
[ ] Business Case — Business justification, alternatives, costs, expected value (Core)
[ ] Benefits Management Plan — Expected benefits, KPIs, realization dates, benefit owners (Core)
[ ] Agreements / Contracts — Initial commercial or internal authorization agreements (Conditional)
[ ] Project Charter — Objectives, high-level scope, budget, milestones, authority (Core)
[ ] Assumption Log — Initial assumptions, constraints, uncertainties (Core)
[ ] Stakeholder Register — Stakeholder roles, interests, influence, expectations (Core)
[ ] Project Management Plan — Integrated execution, governance, and control framework (Core)
[ ] Change Management Plan — Change request, assessment, approval, implementation process (Core)
[ ] Configuration Management Plan — Version, baseline, and configuration controls (Conditional)
[ ] Scope Management Plan — How scope is defined, accepted, and controlled (Core)
[ ] Requirements Management Plan — Requirements collection, prioritization, and change rules (Core)
[ ] Requirements Documentation — Functional, nonfunctional, business and stakeholder requirements (Core)
[ ] Requirements Traceability Matrix — Requirements mapped to deliverables, validation, and acceptance (Core)
[ ] Project Scope Statement — Boundaries, inclusions, exclusions, acceptance criteria (Core)
[ ] Work Breakdown Structure (WBS) — Hierarchical decomposition of project deliverables (Core)
[ ] WBS Dictionary — Work-package details, boundaries, owners, acceptance criteria (Core)
[ ] Scope Baseline — Approved scope statement, WBS, WBS dictionary (Core)
[ ] Schedule Management Plan — Scheduling method, units, update frequency, thresholds (Core)
[ ] Activity List — Individual work activities derived from work packages (Core)
[ ] Activity Attributes — Dependencies, assumptions, constraints, resources, activity details (Core)
[ ] Milestone List — Key checkpoints and planned milestone dates (Core)
[ ] Project Schedule Network Diagram — Sequence and relationships among activities (Conditional)
[ ] Duration Estimates — Estimated effort or elapsed duration by activity (Core)
[ ] Basis of Estimates — Methods, assumptions, and confidence behind estimates (Core)
[ ] Project Schedule — Timeline, dependencies, dates, critical path (Core)
[ ] Schedule Data — Underlying activity and scheduling calculations (Conditional)
[ ] Project Calendars — Project working days, holidays, nonworking periods (Core)
[ ] Schedule Baseline — Approved schedule used for performance comparison (Core)
[ ] Cost Management Plan — Cost estimating, funding, reporting, and control approach (Core)
[ ] Cost Estimates — Estimated expenses by activity, resource, or work package (Core)
[ ] Cost Baseline — Approved time-phased project budget (Core)
[ ] Project Funding Requirements — Funding amounts and when funds are required (Conditional)
[ ] Quality Management Plan — Quality standards, assurance, testing, acceptance methods (Core)
[ ] Quality Metrics — Measurable quality targets and tolerances (Core)
[ ] Resource Management Plan — Staffing, acquisition, development, resource controls (Core)
[ ] Team Charter — Roles, working agreements, team values, conflict rules (Core)
[ ] Resource Requirements — Required people, equipment, materials and other resources (Core)
[ ] Resource Breakdown Structure — Hierarchy of resource categories (Conditional)
[ ] Resource Calendars — Resource capacity and availability (Core)
[ ] Responsibility Assignment Matrix (RACI) — Who performs, owns, consults, or receives updates (Recommended)
[ ] Communications Management Plan — Audience, channels, cadence, formats, responsibility (Core)
[ ] Stakeholder Engagement Plan — Engagement strategies and stakeholder expectations (Core)
[ ] Stakeholder Engagement Assessment Matrix — Current versus desired levels of engagement (Recommended)
[ ] Risk Management Plan — Risk methodology, categories, appetite, escalation thresholds (Core)
[ ] Risk Register — Threats and opportunities, probability, impact, owners, actions (Core)
[ ] Risk Report — Overall risk exposure, trends, key uncertainties (Core)
[ ] Probability and Impact Matrix — Qualitative prioritization of risks (Recommended)
[ ] Risk Response Plan / Actions — Mitigation, avoidance, transfer, escalation, contingency actions (Recommended)
[ ] Quantitative Risk Analysis — Simulations, sensitivity analysis, quantified exposure (Conditional)
[ ] Procurement Management Plan — Procurement process, ownership, contract controls (Conditional)
[ ] Procurement Strategy — What to source, how to source, contracting approach (Conditional)
[ ] Make-or-Buy Decision Record — Decision to build internally or source externally (Conditional)
[ ] Procurement Statement of Work — Supplier deliverables and expectations (Conditional)
[ ] Bid Documents — RFI, RFQ, RFP or other supplier solicitation documents (Conditional)
[ ] Source Selection Criteria — Scoring and evaluation rules for suppliers (Conditional)
[ ] Independent Cost Estimates — Independent benchmarks for supplier cost (Conditional)
[ ] Deliverables Register — Completed or in-progress deliverables and their owners (Core)
[ ] Work Performance Data — Raw progress, actual cost, effort and quality observations (Core)
[ ] Issue Log — Current obstacles, owners, impact, resolutions (Core)
[ ] Change Request Forms — Formal proposed changes and impact analysis (Core)
[ ] Change Log — Requests, decisions, approval dates, implementation state (Core)
[ ] Lessons Learned Register — Continuous learning during delivery (Core)
[ ] Project Communications / Meeting Records — Meeting minutes, decisions, distribution and follow-ups (Core)
[ ] Quality Reports — Process quality findings, audits, improvements (Core)
[ ] Test and Evaluation Documents — Test plans, cases, results, acceptance evidence (Core)
[ ] Physical Resource Assignments — Allocation of equipment and physical assets (Conditional)
[ ] Project Team Assignments — Assigned personnel and responsibilities (Core)
[ ] Team Performance Assessments — Capability, collaboration and team effectiveness (Recommended)
[ ] Seller Evaluation / Selection Records — Supplier assessments and award decisions (Conditional)
[ ] Selected Seller Register — Selected external vendors (Conditional)
[ ] Executed Procurement Agreements — Signed contracts and purchase commitments (Conditional)
[ ] Work Performance Information — Analyzed progress relative to expectations (Core)
[ ] Work Performance Reports — Integrated project status and performance summaries (Core)
[ ] Schedule Forecasts — Projected finish dates and schedule deviations (Core)
[ ] Cost Forecasts — Estimated final costs and funding outlook (Core)
[ ] Quality Control Measurements — Results of inspections, tests and quality measurements (Core)
[ ] Verified Deliverables — Deliverables passing internal quality verification (Core)
[ ] Accepted Deliverables — Stakeholder/customer acceptance evidence (Core)
[ ] Approved Change Requests — Approved changes with authorization and implementation tracking (Core)
[ ] Baseline Revision History — Controlled revisions to scope, schedule and cost baselines (Core)
[ ] Procurement Performance Records — Vendor performance, claims, inspections, audit evidence (Conditional)
[ ] Closed Procurement Records — Completed supplier contracts and closure evidence (Conditional)
[ ] Final Report — Final scope, schedule, cost, quality, benefits outlook and outcomes (Core)
[ ] Final Acceptance / Sign-Off — Formal confirmation that project deliverables are accepted (Core)
[ ] Final Product / Service Transition Record — Handover to operations, customer or owning team (Core)
[ ] Final Lessons Learned Register — Consolidated delivery lessons and recommendations (Core)
[ ] Project Archive / Records Index — Final approved versions and project evidence (Core)
[ ] Organizational Process Assets Updates — Reusable templates, process improvements, historical data (Recommended)