processes recipes Flashcards
- 1 Develop Project Chart
- which process group?
- what is the purpose?
- Initiating process group
- purpose is to authorize the PJT and give authority to the PM
- what does Develop Project Charter create? (output)
- what do we need to accomplish it (inputs)?
- how do we achieve it (T&T)?
- we create a PJT charter (and the assumption log)
- we need a business case (or agreements)
- we create a PJT charter through data gathering (brainstorming, interviews, etc)
- 2 Develop PMP
- which process group?
- what is the purpose?
- planning
- purpose is to create the document that defines what the work is to performed and how it will be performed
- what does Develop PMP create? (output)
- what do we need to accomplish it (inputs)?
- how do we achieve it (T&T)?
- the PMP
- we need the PJT charter
- through data gathering (brainstorming, interviews, etc)
- 3 Direct and Manage PJT work
- which process group?
- what is the purpose?
- Executing
- purpose is to lead and perform the work defined in the PMP
- purpose is to collect WP data
- purpose is to implement approved changes
- what does Direct and Manage PJT Work create? (output) -> #2
- what do we need to accomplish it (inputs)? #2
- how do we achieve it (T&T)?
- it produces deliverables and work performance data
- we need the PMP and approved CRs
- PMIS / expert judgement / meeting
- 4 Manage PJT knowledge
- which process group?
- what is the purpose?
- Executing
- purpose is to use existing knowledge and to create/capture/share new knowledge
- through past lessons and knowledge of your team
- what does Manage PJT knowledge create? (output) -> #1
- what do we need to accomplish it (inputs)? #2
- how do we achieve it (T&T)? #3
- lessons learned register
- PMP, deliverables, PJT docs, etc
- we use knowledge mgt, information mgt and interpersonal and team skills
- 5 Monitor and Control PJT work
- which process group?
- what is the purpose?
- M&C
- purpose is to keep an eye on the PJT progress and report the progress
- How is the current status of your project (re cost, schedule and scope)?
- what does Monitor and Control PJT work create? (output) -> #2
- what do we need to accomplish it (inputs)? #2
- how do we achieve it (T&T)? #2
- Work performance reports and CRs
- PMP and docs (to compare progress), and Work performance information
- Data analysis and decision making
- 6 Perform Integrated Change Control
- which process group?
- what is the purpose?
- M&C
- purpose is to review and approve/reject CRs, and manage changes
- what does Perform Integrated Change Control create? (output) -> #1
- what do we need to accomplish it (inputs)? #3
- how do we achieve it (T&T)? #2
- Approved CRs
- CRs + PMP, docs and WP reports to make an informed decision
- Data analysis and decision making
- 7 Close Project / Phase
- which process group?
- what is the purpose?
- Closing
- purpose is to finalize all activities for the phase, PJT or contract
- work is completed
- purpose is to release rss
- what does Close Project / Phase create? (output) -> #2
- what do we need to accomplish it (inputs)? #3
- how do we achieve it (T&T)? #2
- final product, service or result + final report
- Accepted deliverables and PJT charter (+ most of PJT docs, business case, agreements, EEFs, OPAs)
- data analysis
- 1 Plan scope mgt
- which process group?
- what is the purpose?
- Planning
- purpose is to create a plan that will document how the PJT and Pdt scopes will be defined, validated and controlled
- what does Plan scope mgt
create ? (output) -> #2 - what do we need to accomplish it (inputs)? #1
- how do we achieve it (T&T)? #3
- scope mgt plan and requirements mgt plan
- Project Charter (+PMP (dvpt approach)/EEF/OPA)
- expertt judgement, data analysis, meetings
- 2 Collect requirements
- which process group?
- what is the purpose? #2
- Planning
- purpose is to determine stakeH needs and PJT requirements
- what does Collect requirements create ? (output) -> #2
- what do we need to accomplish it (inputs)? #4
- how do we achieve it (T&T)? #7
- Requirements documentation and requirement traceability matrix
- PJT charter, PMP. agreements, business docs, pjt docs
- data gathering, data analysis, decision-making, data representation, prototypes, context diagram, interpersonal and team skills (+meetings, expert jdgt)
- 3 Define scope
- which process group?
- what is the purpose?
- Planning
- purpose is to fully characterize the project and product’s scope and acceptance criteria, based upon the requirements captured in the previous process
- what does Define scope create ? (output) -> #1
- what do we need to accomplish it (inputs)? #3
- how do we achieve it (T&T)? #1
- Project Scope statement
- PJT charter, scope mgt plan, PJT docs (Requirements trac. matrix)
- product analysis
- 4 Create WBS
- which process group?
- what is the purpose?
- Planning
- purpose is to decompose your project’s work into easy-to-manage “chunks”
- what does Create WBS create ? (output) -> #1
- what do we need to accomplish it (inputs)? #3
- how do we achieve it (T&T)? #1
- Scope baseline (scope statement + wbs + wbs dico)
- Scope mgt plan, scope statement, requirements doc
- decomposition (+expert jdgt)
- 5 Validate Scope
- which process group?
- what is the purpose?
- M&C
- purpose is to obtain formal acceptance of project’s deliverables from customer
- what does Validate scope create ? (output) -> #2
- what do we need to accomplish it (inputs)? #7
- how do we achieve it (T&T)? #2
- accepted deliverables and work performance info
- verified deliverables, work performance data, scope mgt plan, requirement mgt plan, scope baseline, requirements docs, RTM
- inspection, decision-making
[work performance data -> number of non conformance, number of tests completed, and “raw” compliance information]
- 6 Control Scope
- which process group?
- what is the purpose? #2
- M&C
- Change is inevitable. The purpose is to monitor and control the PJT scope to make sure it does not change without being reviewed & approved by the Board through the formal CR process
- purpose is also to manage the actual changes
- what does Control scope create ? (output) -> #2
- what do we need to accomplish it (inputs)? #5
- how do we achieve it (T&T)? #2
- Change requests, Work Perf Info
[CR -> request from stakeH to modify the scope or schedule baselines] - work performance data, scope mgt plan, requirements docs, RTM, change mgt plan
- data analysis (variance and trend analysis)
[Work perf data -> number of change requests and number of verified & validated project deliverables]
- 1 Plan Schedule Mgt
- which process group?
- what is the purpose?
- Planning
- purpose is to outline our strategy for creating, managing, and controlling our project’s schedule
- what does Plan schedule mgt create ? (output) -> #1
- what do we need to accomplish it (inputs)? #3
- how do we achieve it (T&T)?
- schedule mgt plan
- PJT charter, scope mgt plan, dvpt approach
- data analysis, expert jdgt, meetings
- 2 Define activities
- which process group?
- what is the purpose?
- Planning
- purpose is to determine what activities need to be performed in order to complete the project’s work
- what does define activities create ? (output) -> #3
- what do we need to accomplish it (inputs)? #2
- how do we achieve it (T&T)? #2
- activity list, activity attributes, milestone list
- schedule mgt plan, scope baseline
- decomposition, rolling wave planning
- 3 Sequence activities
- which process group?
- what is the purpose? #2
- Planning
- purpose is to identify the relationship btw the activities
- purpose is to determine in what order these activities take place
- what does sequence activities create ? (output) -> #1
- what do we need to accomplish it (inputs)? #4
- how do we achieve it (T&T)? #4
- [PJT schedule] network diagram
- schedule mgt plan, activity list/attributes, scope baseline, milestone list
- Precedence Diagramming Method, Dependency Determination and Integration, Leads and Lags, PMIS
- 4 estimate activity duration
- which process group?
- what is the purpose? #2
- Planning
- how long does it take to complete each Activity with the rss available?
- what does estimate activity duration create ? (output) -> #2
- what do we need to accomplish it (inputs)? #7
- how do we achieve it (T&T)? #3
- duration estimates, basis of estimates
- scope baseline, schedule mgt plan, activity list/attributes, milestone list, rss breakdown structure, rss calendar
- estimation techniques (analogous, parametric, 3-point, bottom-up), data analysis, decision making
- 5 develop schedule
- which process group?
- what is the purpose? #2
- Planning
- purpose is to create a Project Schedule based on activity list and estimated duration
- what does develop schedule create ? (output) -> #5
- what do we need to accomplish it (inputs)? #8
- how do we achieve it (T&T)? #7
- Schedule baseline, PJT schedule, PJT calendars. schedule data, CRs
- scope baseline, schedule mgt plan, activity list/attributes, milestone list, rss breakdown structure, rss calendar, network diagram
- schedule network analysis, critical path method, rss optimization, schedule compression, PMIS, data analysis (what-if scenarios, simulation), agile release planning,
- 6 control schedule
- which process group?
- what is the purpose? #2
- M&C
- purpose is to monitor the project’s status and update the project schedule and schedule baseline, as needed
- what does control schedule create ? (output) -> #3
- what do we need to accomplish it (inputs)? #6
- how do we achieve it (T&T)? #6
- Work Perf Info, CRs, schedule forecasts
- Work performance data, schedule baseline, scope baseline, scope mgt plan, PJT schedule and calendars
- data analysis (EV analysis, burn charts, trend analysis), critical path method, PMIS, rss optimization, leads & lags. schedule compression
- 1 Plan cost mgt
- which process group?
- what is the purpose?
- Planning
- purpose is to develop a strategy for managing and controlling our project’s costs. How will the cost be estimated, budgeted, managed and monitored & controlled
- what does Plan cost mgt create ? (output) -> #1
- what do we need to accomplish it (inputs)? #3
- how do we achieve it (T&T)?
- Cost mgt plan
- PJT charter, schedule mgt plan, risk mgt plan
- data analysis, expert jdgt, meetings
- 2 estimate cost
- which process group?
- what is the purpose?
- Planning
- purpose is to develop an approximation of the cost of rss needed
- what does estimate cost create ? (output) -> #2
- what do we need to accomplish it (inputs)? #4
- how do we achieve it (T&T)? #3
- Cost estimates and basis of estimates
- cost mgt plan, Q mgt plan, scope baseline, PJT schedule
- estimation techniques (analogous, parametric, 3-point, bottom up), data analysis (reserve and alternative analyses), PMIS
- 3 determine budget
- which process group?
- what is the purpose?
- Planning
- purpose is to aggregate all the estimated costs of each activity and establish a cost baseline
- what does determine budget create ? (output) -> #2
- what do we need to accomplish it (inputs)? #4
- how do we achieve it (T&T)? #3
- Cost baseline and PJT funding requirements
- cost mgt plan, cost estimates, basis of estimates, pjt schedule
- cost aggregation, funding limit reconciliation, financing,
- 4 control costs
- which process group?
- what is the purpose?
- M&C
- purpose is to monitor the status of the project to update PJT costs and manage changes to the cost baseline
- what does control costs create ? (output) -> #3
- what do we need to accomplish it (inputs)? #4
- how do we achieve it (T&T)? #3
- work perf info, cost forecasts, CRs
- work perf data, pjt funding requirements, cost baseline, cost mgt plan
- data analysis (EV, variance, trend and reserve analyses), to-complete performance index, PMIS
- 1 plan Q mgt
- which process group?
- what is the purpose?
- Planning
- purpose is to develop a strategy for defining our project’s definition of Quality, and how we will accomplish our Quality Objectives. How will we show that we are complying with our quality requirements?
- what does plan Q mgt create ? (output) -> #2
- what do we need to accomplish it (inputs)? #5
- how do we achieve it (T&T)? #5
- Q mgt plan, Q metrics
- PJT charter, scope baseline, requirements mgt plan, risk mgt plan, stakeH engagement plan
- test & Inspection planning, data gathering, data representation, data analysis (Cost of Quality and Cost-Benefit Analysis), decision making
- 2 Manage Q
- which process group?
- what is the purpose?
- Executing
- purpose is to execute the Q activities
- purpose is to identify ineffective processes and causes of poor Q
- purpose is to verify that final product meets customer needs and requirements
- Manage Q uses the data from Control Q
- what does Manage Q create ? (output) -> #3
- what do we need to accomplish it (inputs)? #3
- how do we achieve it (T&T)? #6
- Q reports, test and evaluation documents, CRs
- Q mgt plan, Q control measurements, Q metrics
- data gathering (checklists), audits, design for X, problem solving, Q improvement methods (PDCS, six sigma)
- 3 Control Q
- which process group?
- what is the purpose?
- M&C
- purpose is to monitor and record the results of Q activities to ensure the deliverables are correct, complete and meet expectations
- what does Control Q create ? (output) -> #4
- what do we need to accomplish it (inputs)? #6
- how do we achieve it (T&T)? #5
- QC measurements, verified deliverables, Work PErf info, CRs
- deliverables, Work perf data, approved CRs, Q mgt plan, Q metrics, test and evaluation docs
- data gathering (checklists), inspection, testing (or pdt evaluations), data analysis, data representation
- 1 Plan Rss mgt
- which process group?
- what is the purpose? #2
- Planning
- purpose is to develop a strategy for understanding what resources are needed to successfully execute your project
- purpose is to develop a strategy for acquiring & managing these resources
- what does Plan Rss Mgt create ? (output) -> #2
- what do we need to accomplish it (inputs)? #5
- how do we achieve it (T&T)? #4
- Rss Mgt Plan, Team charter
- PJT charter, scope baseline (to know what needs to be produced), PJT schedule (to know when activities occur), stakeH register (who has an impact/influence on rss), Requirements docs (will dictate type and amount of rss)
- Organizational Theory, data representation (assignment matrix, hierarchical matrix, job descs)
- 2 Estimate Activity Rss
- which process group?
- what is the purpose?
- Planning
- purpose is to determine the rss you need to execute the PJT
- what does Estimate Activity Rss create ? (output) -> #3
- what do we need to accomplish it (inputs)? #5
- how do we achieve it (T&T)? #3
- rss breakdown structure, rss requirements, basis of estimates
- rss mgt plan, scope baseline, activity list, activity attributes, rss calendars
- estimating techniques (analogous, parametric, bottom-up), data analysis (alternatives), PMIS
- 3 Acquire Rss
- which process group?
- what is the purpose?
- Executing
- purpose is to obtain rss (staff, facilities, equipment, materials, supplies) needed for the work
- what does Acquire Rss create ? (output) -> #4
- what do we need to accomplish it (inputs)? #6
- how do we achieve it (T&T)? #3
- physical rss assignments, staff assignments, rss calendars, CRs
- rss mgt plan, procurement mgt plan, cost baseline, pjt schedule, rss calendars, rss requirements
- Virtual teams, pre-assignments, negotiation
- 4 Develop Team
- which process group?
- what is the purpose?
- Executing
- purpose is to improve the teams dynamics, competencies, interaction and environment
- what does Develop Team create ? (output) -> #4
- what do we need to accomplish it (inputs)? #5
- how do we achieve it (T&T)? #7
- team performance assessment, CRs, EEFs updates, OPAs updates
- rss mgt plan, team charter, pjt schedule, team assignments, rss calendars
- colocation, virtual teams, comm technology, recognition & awards, training, individual & team assessment, interpersonal and team skills (conflict mgt, negotiation, motivation, team building, influencing)
- 5 Manage Team
- which process group?
- what is the purpose?
- Executing
- purpose is to optimize the project’s performance by tracking each person’s performance, giving feedback, helping solve issues, and managing team changes.
develop vs manage ->
- develop - a brand new team created for a PJT (team building)
- manage - think operations where a supervisor manages team
- what does Manage Team create ? (output) -> #2
- what do we need to accomplish it (inputs)? #5
- how do we achieve it (T&T)? #2
- CRs (eg staffing changes) and EEFs updates [+PMP and docs updates]
- Work performance reports, team performance assessments, team assignments, team charter, rss mgt plan
- interpersonal skills (conflict, emotional intelligence, influencing, leadership, etc) and PMIS (rss mgt and scheduling software)
- 5 Control Rss
- which process group?
- what is the purpose? #2
- M&C
- purpose is to ensure that rss assigned and requested are available as planned
- purpose is to monitor that rss are being used as planned
- what does Control Rss create ? (output) -> #2
- what do we need to accomplish it (inputs)? #5
- how do we achieve it (T&T)? #4
- Work perf info, CRs
- rss mgt plan, rss calendars, rss breakdown structure, pjt schedule, rss assignments
- data analysis (alternative, trend, performance), pb solving, interpersonal skills, PMIS
- 1 Plan Comm Mgt
- which process group?
- what is the purpose?
- Planning
- purpose is to develop a strategy for how you will manage communications with all members on your project & actively keep them engaged
- strategy will address what information you will communicate, who will receive that information, when they will receive it, using what technique, and how often
- what does Plan Comm Mgt create ? (output) -> #1
- what do we need to accomplish it (inputs)? #4
- how do we achieve it (T&T)? #8
- Communication mgt plan
- PJT charter, rss mgt plan, stakeH engagement plan, stakeH register
- Communication Requirements Analysis, Communication Technology, Communication models, Communication methods, Communication styles assessment (interpersonal), cultural awareness, political awareness, stakeH engagement assessment matrix (data representation)
- 2 Manage Comm
- which process group?
- what is the purpose?
- Executing
- purpose is to create an effective flow of information between all team members
- purpose is to ensure timely and appropriate collection, creation, distribution, storage, mgt, monitoring and disposition of PJT comm
- what does Manage Comm create ? (output) -> #1
- what do we need to accomplish it (inputs)? #4
- how do we achieve it (T&T)? #6
- PJT comm (reports, status, schedule progress, presentation, etc)
- comm mgt plan, work perf reports, stakeH engagement plan, pjt docs (Q report, risk report)
- Communication Technology, Communication methods, Communication skills, Project reporting, PMIS, interpersonal skills (conflict mgt, listening, cultural awareness)
- 3 Monitor Comm
- which process group?
- what is the purpose?
- M&C
- purpose is to make sure that the team and stakeH have the info they need
- Is the right message being delivered to the right audience at the right time?
- what does Monitor Comm create ? (output) -> #2
- what do we need to accomplish it (inputs)? #4
- how do we achieve it (T&T)? #3
- Work perf info, CRs
- work perf data, comm mgt plan, rss mgt plan, stakeH eng plan
- observation/conversation, stakeH eng assessment matrix
- 1 Plan Risk Mgt
- which process group?
- what is the purpose?
- Planning
- purpose is to develop a strategy for conducting risk mgt activities
- what does Plan Risk Mgt create ? (output) -> #1
- what do we need to accomplish it (inputs)? #3
- how do we achieve it (T&T)? #1
- risk mgt plan
- PJT charter, PMP (all sub), stakeH register
- stakeH analysis (assess their risk appetite) [+expert jdgt, meetings]
- 2 Identify risks
- which process group?
- what is the purpose?
- Planning
- purpose is to identify individual risks and their source, and to document these risks
- what does Identify Risk create ? (output) -> #2
- what do we need to accomplish it (inputs)? #4
- how do we achieve it (T&T)? #4
- risk register, risk report
- agreements, procurement docs, PMP (most sub and baselines), PJT docs (most)
- data gathering, data analysis (root cause, assumption & constraint, SWOT, Doc analyses), Prompt list, facilitation
- 3 Perform Qualitative risk analysis
- which process group?
- what is the purpose?
- Planning
- purpose is to prioritize risks - determine the High-impact and High-Priority risks which should be analyzed further
Key benefit is to focus efforts on high-priority risks
- what does Perform Qualitative risk analysis create ? (output) -> #2
- what do we need to accomplish it (inputs)? #3
- how do we achieve it (T&T)? #3
- updates to risk register, risk report, [assumption log and issue log]
- risk mgt plan, risk register, stakeH register
- Data Analysis (Risk Data Quality Assessment, Probability & Impact Assessment, Assessment of other Parameters) / Data Representation (Probability & Impact Matrix, Hierarchical Charts) / Risk Categorization
- 4 Perform Quantitative risk analysis
- which process group?
- what is the purpose?
- Planning
- purpose is to numerically analyze and ‘quantify’ the effect of the narrowed down risks from the previous process, Qualitative Risk Analysis.
- what does Perform Quantitative risk analysis create ? (output) -> #1
- what do we need to accomplish it (inputs)? #3
- how do we achieve it (T&T)? #2
- updates to risk report
- risk mgt plan, all 3 baselines and most PJT docs
- representation of uncertainty, data analysis (Simulation, Sensitivity Analysis, Decision Tree Analysis, Influence Diagrams)
NB: this process is not required for every PJT
- 5 Plan risk responses
- which process group?
- what is the purpose?
- Planning
- purpose is to develop options, select strategies and agree on actions to address/minimize risks and enhance opportunities
- what does Plan risk responses create ? (output) -> #3
- what do we need to accomplish it (inputs)? #4
- how do we achieve it (T&T)? #4
- CRs, PMP and PJT docs updates
- risk mgt plan, rss mgt plan, cost baseline, and PJT docs
- Strategies for Threats, Strategies for Opportunities, Contingent Response Strategies, data analysis (alternative, cost-benefit)
- 6 Implement risk responses
- which process group?
- what is the purpose?
- Executing
- purpose is to execute the planned/agreed upon risk responses
- what does Implement risk responses create ? (output) -> #2
- what do we need to accomplish it (inputs)? #2
- how do we achieve it (T&T)? #3
- CRs, PJT docs updates (eg PJT team assignments: team members will need to be assigned to execute those strategies)
- risk mgt plan, risk register
- expert jdgt, influencing (encourage risk owner to take action), PMIS
- 7 Monitor risk
- which process group?
- what is the purpose?
- M&C
- purpose is to track and monitor the implementation of the Risk Responses, as well as the effectiveness of the Risk Management Process
- are any new risks which need to be addressed throughout the stages of the project?
- what does monitor risks create ? (output) -> #2
- what do we need to accomplish it (inputs)? #2
- how do we achieve it (T&T)? #2
- Work perf info, CRs
- Work perf data, Work perf reports
- audits, data analysis (reserve + technical performance analyses)