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Unformatted text preview: Project Management Institute A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Fifth Edition Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. Library of Congress Cataloging-in-Publication Data A guide to the project management body of knowledge (PMBOK® guide). -- Fifth edition. pages cm Includes bibliographical references and index. ISBN 978-1-935589-67-9 (pbk. : alk. paper) 1. Project management. I. Project Management Institute. II. Title: PMBOK guide. HD69.P75G845 2013 658.4’04--dc23 2012046112 ISBN: 978-1-935589-67-9 Published by: Project Management Institute, Inc. 14 Campus Boulevard Newtown Square, Pennsylvania 19073-3299 USA Phone: +610-356-4600 Fax: +610-356-4647 Email: [email protected] Internet: ©2013 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. PMI Publications welcomes corrections and comments on its books. Please feel free to send comments on typographical, formatting, or other errors. Simply make a copy of the relevant page of the book, mark the error, and send it to: Book Editor, PMI Publications, 14 Campus Boulevard, Newtown Square, PA 19073-3299 USA. To inquire about discounts for resale or educational purposes, please contact the PMI Book Service Center. PMI Book Service Center P.O. Box 932683, Atlanta, GA 31193-2683 USA Phone: 1-866-276-4764 (within the U.S. or Canada) or +1-770-280-4129 (globally) Fax: +1-770-280-4113 Email: [email protected] Printed in the United States of America. No part of this work may be reproduced or transmitted in any form or by any means, electronic, manual, photocopying, recording, or by any information storage and retrieval system, without prior written permission of the publisher. 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 Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412 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. While PMI administers the process and establishes rules to promote fairness in the development of consensus, it does not write the document and it does not independently test, evaluate, or verify the accuracy or completeness of any information or the soundness of any judgments contained in its standards and guideline publications. PMI disclaims liability for any personal injury, property or other damages of any nature whatsoever, whether special, indirect, consequential or compensatory, directly or indirectly resulting from the publication, use of application, or reliance on this document. PMI disclaims and makes no guaranty or warranty, expressed or implied, as to the accuracy or completeness of any information published herein, and disclaims and makes no warranty that the information in this document will fulfill any of your particular purposes or needs. 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: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. TABLE OF CONTENTS Table of Contents 1. Introduction...................................................................................................................... 1 1.1 Purpose of the PMBOK® Guide................................................................................. 2 1.2 What is a Project?....................................................................................................... 3 1.2.1. The Relationships Among Portfolios, Programs, and Projects..................... 4 1.3 What is Project Management?.................................................................................... 5 1.4 Relationships Among Portfolio Management, Program Management, Project Management, and Organizational Project Management............................................ 7 1.4.1 Program Management.................................................................................... 9 1.4.2 Portfolio Management..................................................................................... 9 1.4.3 Projects and Strategic Planning................................................................... 10 1.4.4 Project Management Office.......................................................................... 10 1.5 Relationship Between Project Management, Operations Management, and Organizational Strategy............................................................................................. 12 1.5.1 Operations and Project Management........................................................... 12 1.5.2 Organizations and Project Management...................................................... 14 1.6 Business Value.......................................................................................................... 15 1.7 Role of the Project Manager...................................................................................... 16 1.7.1 Responsibilities and Competencies of the Project Manager....................... 17 1.7.2 Interpersonal Skills of a Project Manager.................................................... 17 1.8 Project Management Body of Knowledge................................................................ 18 2. ORGANIZATIONAL INFLUENCES AND PROJECT LIFE CYCLE............................................... 19 2.1 Organizational Influences on Project Management................................................. 20 2.1.1 Organizational Cultures and Styles.............................................................. 20 2.1.2 Organizational Communications.................................................................. 21 2.1.3 Organizational Structures............................................................................. 21 2.1.4 Organizational Process Assets..................................................................... 27 2.1.5 Enterprise Environmental Factors................................................................ 29 ©2013 Project Management Institute. A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Fifth Edition Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. I TABLE OF CONTENTS 2.2 Project Stakeholders and Governance..................................................................... 30 2.2.1 Project Stakeholders..................................................................................... 30 2.2.2 Project Governance....................................................................................... 34 2.2.3 Project Success............................................................................................. 35 2.3 Project Team.............................................................................................................. 35 2.3.1 Composition of Project Teams...................................................................... 37 2.4 Project Life Cycle....................................................................................................... 38 2.4.1 Characteristics of the Project Life Cycle...................................................... 38 2.4.2 Project Phases............................................................................................... 41 3. PROJECT MANAGEMENT PROCESSES................................................................................ 47 3.1 Common Project Management Process Interactions............................................... 50 3.2 Project Management Process Groups...................................................................... 52 3.3 Initiating Process Group............................................................................................ 54 3.4 Planning Process Group............................................................................................ 55 3.5 Executing Process Group.......................................................................................... 56 3.6 Monitoring and Controlling Process Group.............................................................. 57 3.7 Closing Process Group.............................................................................................. 57 3.8 Project Information.................................................................................................... 58 3.9 Role of the Knowledge Areas.................................................................................... 60 4. PROJECT INTEGRATION MANAGEMENT.............................................................................. 63 4.1 Develop Project Charter............................................................................................ 66 4.1.1 Develop Project Charter: Inputs.................................................................... 68 4.1.2 Develop Project Charter: Tools and Techniques........................................... 71 4.1.3 Develop Project Charter: Outputs................................................................. 71 4.2 Develop Project Management Plan........................................................................... 72 4.2.1 Develop Project Management Plan: Inputs.................................................. 74 4.2.2 Develop Project Management Plan: Tools and Techniques......................... 76 4.2.3 Develop Project Management Plan: Outputs................................................ 76 II ©2013 Project Management Institute. A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Fifth Edition Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. TABLE OF CONTENTS 4.3 Direct and Manage Project Work.............................................................................. 79 4.3.1 Direct and Manage Project Work: Inputs..................................................... 82 4.3.2 Direct and Manage Project Work: Tools and Techniques............................ 83 4.3.3 Direct and Manage Project Work: Outputs................................................... 84 4.4 Monitor and Control Project Work............................................................................ 86 4.4.1 Monitor and Control Project Work: Inputs.................................................... 88 4.4.2 Monitor and Control Project Work: Tools and Techniques........................... 91 4.4.3 Monitor and Control Project Work: Outputs................................................. 92 4.5 Perform Integrated Change Control.......................................................................... 94 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............................................... 99 4.6 Close Project or Phase............................................................................................ 100 4.6.1 Close Project or Phase: Inputs.................................................................... 102 4.6.2 Close Project or Phase: Tools and Techniques........................................... 102 4.6.3 Close Project or Phase: Outputs................................................................. 103 5. PROJECT SCOPE MANAGEMENT....................................................................................... 105 5.1 Plan Scope Management......................................................................................... 107 5.1.1 Plan Scope Management: Inputs................................................................ 108 5.1.2 Plan Scope Management: Tools and Techniques....................................... 109 5.1.3 Plan Scope Management: Outputs............................................................. 109 5.2 Collect Requirements.............................................................................................. 110 5.2.1 Collect Requirements: Inputs..................................................................... 113 5.2.2 Collect Requirements: Tools and Techniques............................................ 114 5.2.3 Collect Requirements: Outputs................................................................... 117 5.3 Define Scope............................................................................................................ 120 5.3.1 Define Scope: Inputs................................................................................... 121 5.3.2 Define Scope: Tools and Techniques.......................................................... 122 5.3.3 Define Scope: Outputs................................................................................. 123 ©2013 Project Management Institute. A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Fifth Edition Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. III TABLE OF CONTENTS 5.4 Create WBS.............................................................................................................. 125 5.4.1 Create WBS: Inputs..................................................................................... 127 5.4.2 Create WBS: Tools and Techniques............................................................ 128 5.4.3 Create WBS: Outputs................................................................................... 131 5.5 Validate Scope......................................................................................................... 133 5.5.1 Validate Scope: Inputs................................................................................ 134 5.5.2 Validate Scope: Tools and Techniques....................................................... 135 5.5.3 Validate Scope: Outputs.............................................................................. 135 5.6 Control Scope.......................................................................................................... 136 5.6.1 Control Scope: Inputs.................................................................................. 138 5.6.2 Control Scope: Tools and Techniques......................................................... 139 5.6.3 Control Scope: Outputs............................................................................... 139 6. PROJECT TIME MANAGEMENT.......................................................................................... 141 6.1 Plan Schedule Management.................................................................................. 145 6.1.1 Plan Schedule Management: Inputs........................................................... 146 6.1.2 Plan Schedule Management: Tools and Techniques.................................. 147 6.1.3 Plan Schedule Management: Outputs........................................................ 148 6.2 Define Activities....................................................................................................... 149 6.2.1 Define Activities: Inputs.............................................................................. 150 6.2.2 Define Activities: Tools and Techniques..................................................... 151 6.2.3 Define Activities: Outputs........................................................................... 152 6.3 Sequence Activities................................................................................................. 153 6.3.1 Sequence Activities: Inputs........................................................................ 154 6.3.2 Sequence Activities: Tools and Techniques............................................... 156 6.3.3 Sequence Activities: Outputs...................................................................... 159 6.4 Estimate Activity Resources................................................................................... 160 6.4.1 Estimate Activity Resources: Inputs........................................................... 162 6.4.2 Estimate Activity Resources: Tools and Techniques.................................. 164 6.4.3 Estimate Activity Resources: Outputs........................................................ 165 IV ©2013 Project Management Institute. A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Fifth Edition Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412 This copy is a PMI Member benefit, not for distribution, sale, or reproduction. TABLE OF CONTENTS 6.5 Estimate Activity Durations..................................................................................... 165 6.5.1 Estimate Activity Durations: Inputs............................................................ 167 6.5.2 Estimate Activity Durations: Tools and Techniques................................... 169 6.5.3 Estimate Activity Durations: Outputs......................................................... 172 6.6 Develop Schedule.................................................................................................... 172 6.6.1 Develop Schedule: Inputs........................................................................... 174 6.6.2 Develop Schedule: Tools and Techniques.................................................. 176 6.6.3 Develop Schedule: Outputs......................................................................... 181 6.7 Control Schedule..................................................................................................... 185 6.7.1 Control Schedule: Inputs............................................................................. 187 6.7.2 Control Schedule: Tools and Techniques.................................................... 188 6.7.3 Control Schedule: Outputs............
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