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Unformatted text preview: Project Management Institute A GUIDE TO THE PROJECT MANAGEMENT BODY OF KNOWLEDGE (PMBOK® Guide)—Fourth Edition An American National Standard ANSI/PMI 99-001-2008 Licensed To: El Sayed Abou El Ryat PMI MemberID: 579047 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. ISBN: 978-1-933890-51-7 Published by: Project Management Institute, Inc. 14 Campus Boulevard Newtown Square, Pennsylvania 19073-3299 USA. Phone: +610-356-4600 Fax: +610-356-4647 E-mail: [email protected] Internet: ©2008 Project Management Institute, Inc. All rights reserved. “PMI”, the PMI logo, “PMP”, the PMP logo, “PMBOK”, “PgMP”, “Project Management Journal”, “PM Network”, and the PMI Today logo are registered marks of Project Management Institute, Inc. The Quarter Globe Design is a trademark of the Project Management Institute, Inc. For a comprehensive list of PMI marks, contact the PMI Legal Department. 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The paper used in this book complies with the Permanent Paper Standard issued by the National Information Standards Organization (Z39.48—1984). 10 9 8 7 6 5 4 3 2 1 Cert no. SW-COC-001530 Licensed To: El Sayed Abou El Ryat PMI MemberID: 579047 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. NOTICE The Project Management Institute, Inc. (PMI) standards and guideline publications, of which the document contained herein is one, are developed through a voluntary consensus standards development process. This process brings together volunteers and/or seeks out the views of persons who have an interest in the topic covered by this publication. 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PMI does not undertake to guarantee the performance of any individual manufacturer or seller’s products or services by virtue of this standard or guide. In publishing and making this document available, PMI is not undertaking to render professional or other services for or on behalf of any person or entity, nor is PMI undertaking to perform any duty owed by any person or entity to someone else. Anyone using this document should rely on his or her own independent judgment or, as appropriate, seek the advice of a competent professional in determining the exercise of reasonable care in any given circumstances. Information and other standards on the topic covered by this publication may be available from other sources, which the user may wish to consult for additional views or information not covered by this publication. PMI has no power, nor does it undertake to police or enforce compliance with the contents of this document. PMI does not certify, test, or inspect products, designs, or installations for safety or health purposes. Any certification or other statement of compliance with any health or safety-related information in this document shall not be attributable to PMI and is solely the responsibility of the certifier or maker of the statement. Licensed To: El Sayed Abou El Ryat PMI MemberID: 579047 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. Licensed To: El Sayed Abou El Ryat PMI MemberID: 579047 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. TABLE OF CONTENTS PREFACE TO THE FOURTH EDITION ..................................................................................... XXII SECTION I - THE PROJECT MANAGEMENT FRAMEWORK ........................................................1 CHAPTER 1 - INTRODUCTION ...................................................................................................3 1.1 Purpose of the PMBOK® Guide ............................................................................... 4 1.2 What is a Project?.................................................................................................... 5 1.3 What is Project Management? ................................................................................ 6 1.4 Relationships Among Project Management, Program Management, and Portfolio Management ............................................... 7 1.4.1 Portfolio Management ................................................................................. 8 1.4.2 Program Management ................................................................................. 9 1.4.3 Projects and Strategic Planning................................................................ 10 1.4.4 Project Management Office ....................................................................... 11 1.5 Project Management and Operations Management............................................. 12 1.6 Role of a Project Manager ..................................................................................... 13 1.7 Project Management Body of Knowledge............................................................. 13 1.8 Enterprise Environmental Factors......................................................................... 14 CHAPTER 2 - PROJECT LIFE CYCLE AND ORGANIZATION .....................................................15 2.1 The Project Life Cycle—Overview ........................................................................ 15 2.1.1 Characteristics of the Project Life Cycle................................................... 16 2.1.2 Product vs. Project Life Cycle Relationships ............................................ 18 2.1.3 Project Phases ........................................................................................... 18 2.2 Projects vs. Operational Work ............................................................................... 22 2.3 Stakeholders .......................................................................................................... 23 2.4 Organizational Influences on Project Management ............................................. 27 2.4.1 Organizational Cultures and Styles ............................................................. 27 2.4.2 Organizational Structure .............................................................................. 28 2.4.3 Organizational Process Assets.................................................................. 32 A Guide to the Project Management Body of Knowledge (PMBOK® Guide) — Fourth Edition ©2008 Project Management Institute, 14 Campus Blvd., Newtown Square, PA 19073-3299 USA Licensed To: El Sayed Abou El Ryat PMI MemberID: 579047 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. I TABLE OF CONTENTS SECTION II - THE STANDARD FOR PROJECT MANAGEMENT OF A PROJECT ........................35 CHAPTER 3 - PROJECT MANAGEMENT PROCESSES FOR A PROJECT ..................................37 3.1 Common Project Management Process Interactions ........................................... 39 3.2 Project Management Process Groups .................................................................. 41 3.3 Initiating Process Group ........................................................................................ 44 3.3.1 Develop Project Charter............................................................................. 45 3.3.2 Identify Stakeholders ................................................................................ 46 3.4 Planning Process Group ........................................................................................ 46 3.4.1 Develop Project Management Plan ........................................................... 48 3.4.2 Collect Requirements ................................................................................ 49 3.4.3 Define Scope .............................................................................................. 49 3.4.4 Create WBS ................................................................................................ 49 3.4.5 Define Activities ......................................................................................... 50 3.4.6 Sequence Activities ................................................................................... 50 3.4.7 Estimate Activity Resources...................................................................... 50 3.4.8 Estimate Activity Durations ....................................................................... 51 3.4.9 Develop Schedule ...................................................................................... 51 3.4.10 Estimate Costs ........................................................................................... 52 3.4.11 Determine Budget ...................................................................................... 52 3.4.12 Plan Quality ................................................................................................ 52 3.4.13 Develop Human Resource Plan ................................................................. 53 3.4.14 Plan Communications................................................................................ 53 3.4.15 Plan Risk Management.............................................................................. 53 3.4.16 Identify Risks ............................................................................................. 54 3.4.17 Perform Qualitative Risk Analysis............................................................. 54 3.4.18 Perform Quantitative Risk Analysis .......................................................... 54 3.4.19 Plan Risk Responses ................................................................................ 55 3.4.20 Plan Procurements .................................................................................... 55 3.5 Executing Process Group ...................................................................................... 55 3.5.1 Direct and Manage Project Execution ...................................................... 57 3.5.2 Perform Quality Assurance........................................................................ 57 3.5.3 Acquire Project Team ................................................................................ 57 A Guide to the Project Management Body of Knowledge (PMBOK® Guide) — Fourth Edition ©2008 Project Management Institute, 14 Campus Blvd., Newtown Square, PA 19073-3299 USA II Licensed To: El Sayed Abou El Ryat PMI MemberID: 579047 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. TABLE OF CONTENTS 3.5.4 Develop Project Team ................................................................................ 58 3.5.5 Manage Project Team ................................................................................ 58 3.5.6 Distribute Information ............................................................................... 58 3.5.7 Manage Stakeholder Expectations ........................................................... 59 3.5.8 Conduct Procurements .............................................................................. 59 3.6 Monitoring and Controlling Process Group .......................................................... 59 3.6.1 Monitor and Control Project Work............................................................. 61 3.6.2 Perform Integrated Change Control .......................................................... 61 3.6.3 Verify Scope ............................................................................................... 61 3.6.4 Control Scope............................................................................................. 62 3.6.5 Control Schedule........................................................................................ 62 3.6.6 Control Costs.............................................................................................. 62 3.6.7 Perform Quality Control ............................................................................. 63 3.6.8 Report Performance................................................................................... 63 3.6.9 Monitor and Control Risks......................................................................... 63 3.6.10 Administer Procurements ......................................................................... 64 3.7 Closing Process Group .......................................................................................... 64 3.7.1 Close Project or Phase............................................................................... 65 3.7.2 Close Procurements .................................................................................. 65 SECTION III - THE PROJECT MANAGEMENT KNOWLEDGE AREAS.........................................67 Introduction .................................................................................................................... 69 Data Flow Diagrams ....................................................................................................... 69 CHAPTER 4 - PROJECT INTEGRATION MANAGEMENT ...........................................................71 4.1 Develop Project Charter ........................................................................................ 73 4.1.1 Develop Project Charter: Inputs ................................................................ 75 4.1.2 Develop Project Charter: Tools and Techniques ....................................... 77 4.1.3 Develop Project Charter: Outputs .............................................................. 77 4.2 Develop Project Management Plan ....................................................................... 78 4.2.1 Develop Project Management Plan: Inputs............................................... 78 4.2.2 Develop Project Management Plan: Tools and Techniques...................... 81 4.2.3 Develop Project Management Plan: Outputs ............................................ 81 A Guide to the Project Management Body of Knowledge (PMBOK® Guide) — Fourth Edition ©2008 Project Management Institute, 14 Campus Blvd., Newtown Square, PA 19073-3299 USA Licensed To: El Sayed Abou El Ryat PMI MemberID: 579047 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. III TABLE OF CONTENTS 4.3 Direct and Manage Project Execution .................................................................. 83 4.3.1 Direct and Manage Project Execution: Inputs .......................................... 85 4.3.2 Direct and Manage Project Execution: Tools and Techniques ................. 86 4.3.3 Direct and Manage Project Execution: Outputs ........................................ 87 4.4 Monitor and Control Project Work ........................................................................ 89 4.4.1 Monitor and Control Project Work: Inputs ................................................ 90 4.4.2 Monitor and Control Project Work: Tools and Techniques ....................... 92 4.4.3 Monitor and Control Project Work: Outputs.............................................. 92 4.5 Perform Integrated Change Control ...................................................................... 93 4.5.1 Perform Integrated Change Control: Inputs .............................................. 97 4.5.2 Perform Integrated Change Control: Tools and Techniques ..................... 98 4.5.3 Perform Integrated Change Control: Outputs ........................................... 98 4.6 Close Project or Phase .......................................................................................... 99 4.6.1 Close Project or Phase: Inputs ................................................................ 101 4.6.2 Close Project or Phase: Tools and Techniques ....................................... 101 4.6.3 Close Project or Phase: Outputs .............................................................. 101 CHAPTER 5 - PROJECT SCOPE MANAGEMENT ....................................................................103 5.1 Collect Requirements .......................................................................................... 105 5.1.1 Collect Requirements: Inputs .................................................................. 106 5.1.2 Collect Requirements: Tools and Techniques ......................................... 107 5.1.3 Collect Requirements: Outputs ............................................................... 109 5.2 Define Scope ........................................................................................................ 112 5.2.1 Define Scope: Inputs................................................................................ 113 5.2.2 Define Scope: Tools and Techniques....................................................... 114 5.2.3 Define Scope: Outputs ............................................................................. 115 5.3 Create WBS .......................................................................................................... 116 5.3.1 Create WBS: Inputs .................................................................................. 117 5.3.2 Create WBS: Tools and Techniques ......................................................... 118 5.3.3 Create WBS: Outputs ............................................................................... 121 5.4 Verify Scope ......................................................................................................... 123 5.4.1 Verify Scope: Inputs ................................................................................. 124 5.4.2 Verify Scope: Tools and Techniques ........................................................ 124 5.4.3 Verify Scope: Outputs .............................................................................. 125 A Guide to the Project Management Body of Knowledge (PMBOK® Guide) — Fourth Edition ©2008 Project Management Institute, 14 Campus Blvd., Newtown Square, PA 19073-3299 USA IV Licensed To: El Sayed Abou El Ryat PMI MemberID: 579047 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. TABLE OF CONTENTS 5.5 Control Scope ...................................................................................................... 125 5.5.1 Control Scope: Inputs .............................................................................. 126 5.5.2 Control Scope: Tools and Techniques ..................................................... 127 5.5.3 Control Scope: Outputs ............................................................................ 128 CHAPTER 6 - PROJECT TIME MANAGEMENT........
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