1. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-1 Chapter 3 Project Management Processes

2. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-2 Project Management Processes 1.Initiating the project 2.Planning the project 3.Executing the project 4.Monitoring and Controlling the project 5.Closing the project

3. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-3 Project Management Process Chart Note for Kamran (Refer to Rita’s Process Chart - Ch 3 (Pg 41) – We need to have this chart animated. We will send you a copy of the chart. Need to animate an exercise from the book – Page 57. We will send you the scan of the exercise Narrator just needs to read the bullets from the animation

4. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-4 Project Management Process Flow Source: PMBOK® Guide 4 th edition Page 40 Note for Kamran – We need to animate this picture

5. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-5 Review Quiz Which process groups must be included in every project? A.Planning, executing, and closing B.Initiating, planning, and executing C.Initiating, planning, executing, monitoring and controlling, and closing D.Planning, executing, and monitoring and controlling

6. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-6 Review Quiz Project Management Process Groups are: A.Overlapping activities that occur at varying levels of intensity throughout the project B.Overlapping activities that occur at the same level of intensity throughout the project C.Discrete, one-time events D.Discrete, repetitive events that occur at the same level of intensity throughout each phase the project

7. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-7 Initiating Process Group How does your organization decide which project(s) to choose? –ROI –Cost Benefit Analysis –Discussed in detail in Integration chapter.

8. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-8 Inputs & Outputs Inputs for this Process Group? –Understand why these are important. Activities? –Develop Project Charter –Identify Stakeholders –Split large projects into phases

9. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-9 Notes for Kamran  Note for Kamran – Page 61 from the book needs to be animated  Narrator just needs to read each activity from the animation

10. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-10 When are we in initiation? Initiation Process is begun due to –Business need –Begin a new phase of the project –reevaluate the business need due to Project problems Change requirements Change in market conditions (competitor activity) Note for Kamran –Animation required (Page 63)

11. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-11 Review Quiz Reviewing the initiating processes at the start of each project phase: A.Is a waste of time and should be avoided whenever possible. B.Helps to keep project focused on the business need that the project was undertaken to address. C.Helps ensure that the project continues regardless of the changes in the business needs. D.Helps ensure continuous employment of the project team members even if the project is unlikely to satisfy the business need that it was undertaken to address.

12. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-12 Review Quiz The BEST time to assign a project manager to a project is during: A.Executing B.Closing C.Initiating D.Planning

13. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-13 Review Quiz All of the following must be performed during project initiating EXCEPT: A.Identify and document business needs B.Create a project scope statement C.Divide a large project into phases D.Accumulate and evaluate historical information.

14. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-14 Planning Process Group What do we need to plan for? –Define Scope –Work Breakdown Structure –Define Activities & Schedule –Estimate Time & Cost –Quality Planning –Procurement Planning –Human Resource Planning Which stakeholders should be involved in this process?

15. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-15 Planning Activities Note for Kamran – We need to animate the planning process group activities from page 41 Chart. We will scan and provide the chart. Notice Activity 'Go back – iteration' –Why is this activity after 'Perform risk identification'? –Why need to do this?

16. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-16 Planning Activities contd  Note for Kamran – We need to animate the planning activities listed on page 65, 66 and 67  Narrator to read the activities as they appear on the screen

17. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-17 When are we in Planning? Note for Kamran – Animate the picture from page 68. We will provide the picture.

18. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-18 Exam Tip Remember “Project Plan” is different than “Project Schedule”

19. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-19 Review Quiz Identifying which quality standards are relevant to the project and determining how to satisfy them should be addresses during: A.The conceptual phase B.The Planning process C.Project implementation D.Risk identification

20. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-20 Review Quiz All of the following occur during the planning process group EXCEPT: A.Develop Project Charter B.Create WBS C.Estimate Costs D.Sequence Activities

21. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-21 Review Quiz A detailed project schedule can be created only after creating the: A.Project budget B.Work Breakdown Structure (WBS). C.Project Management Plan D.Detailed risk assessment

22. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-22 Executing Process Group What is the purpose of this group? –To complete the work defined in the plan –To meet the project objectives –The “do” step (start, plan, do, check and act, end) This process consumes most amount of time, resources and money

23. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-23 When are we in Execution Process Group? Note for Kamran – We need to animate the picture on page 72.

24. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-24 Executing Process Group Activities Direct and Manage Project Execution Perform Quality Assurance Acquire Project Team Develop Project Team Manage Project Team Conduct Procurements Distribute Information

25. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-25 Activities Involved in Project Execution  Note for Kamran – We need to animate the Execution activities listed on page 70 and 71. We will provide you the details  Narrator to read the activities as they appear on the screen

26. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-26 Review Quiz Which project management process group generally takes the MOST project time and resources? A.Planning B.Design C.Integration D.Executing

27. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-27 Review Quiz Which process group focuses on completing the requirements of the project? A.Initiating B.Planning C.Closing D.Executing

28. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-28 Monitoring And Controlling Monitors project activities against the plan and baseline –How many baselines do we have? Approving change requests –Recommended corrective and preventive actions –Defect repair –Change control process / Change control board Why Monitor and Control? –Keep scope creep in check –Keep project on track (on time, on budget) –Handle changes amicably

29. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-29 What to Monitor? Scope Schedule Cost Quality Risks Procurements Use regular measurements and reports

30. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-30 Monitor And Control Triggers We enter Monitor and Control when –Requested changes (corrective/preventive actions, defect repair) –Work performance information –deliverables We can exit Monitor and Control to –Initiating Group to review project charter –Planning Group to re-plan –Executing Group to repair defects –Closing Group if the project is complete  Note for Kamran – we need to animate picture on page 78.

31. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-31 Closing Process Group The last set of activities on a project. What comes next? Project is Complete? –Close the project. Project Phase is complete? –Close the phase. Project terminated? –Close the project –What is there to close in this case? –Why do this?

32. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-32 When do we enter in Project Closing Note for Kamran – We need the picture animated from Page 81.

33. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-33 3.7 Closing Activities Finalize activities across all process groups Formally complete contractual obligations Verify completion of the defined processes Close procurement contracts Release resources Handover Note for Kamran – We need to animate page 79 and 80 and have Narrator read them out.

34. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-34 3.7 Closing Outputs Below tasks are outcomes from this process: –Obtain formal acceptance from customer or sponsor –Conduct post-project or phase end review –Record impacts of changes to any process –Document lessons learned –Update Organizational Process Assets –Archive all Project documents in the Project Management Information system –Close out all procurements

35. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-35 End of Chapter Quiz Questions 1. You have been asked to edit the descriptions in the online help feature of one of your company's ongoing standard software applications. The description relates to the procedure for downloading files. This is an example of: A.Project Execution B.Project Initiation C.Operations D.Project Control

36. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-36 End of Chapter Quiz Question 2. Which of the following is NOT a characteristic of the Project Management Plan? A.Collection of subsidiary plans B.Formal, written communication C.Bar chart that shows the order of tasks and their resource assignments D.Must be approved by project sponsor

37. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-37 End of Chapter Quiz Question 3. When is the BEST time to have project kickoff meetings? A.At the beginning of the project B.When each deliverable is created C.At the start of each phase D.When the Communications Management plan is approved

38. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-38 End of Chapter Quiz Question 4. Which of the following is NOT an output of the Close Project process? A.Project closure documents B.Project management methodology C.Project files D.Formal acceptance documentation

39. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-39 End of Chapter Quiz Question 5. Customer satisfaction should be measured at the end of the project to maintain long-term relationships. Which of the following is NOT always an aspect of customer satisfaction? A.The product meets its stated and unstated requirements B.The project is profitable C.The product is high quality D.The customer’s needs are met

40. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-40 End of Chapter Quiz Question 6. Your client has terminated your project before it is complete. Which of the following is true? A.You must stop all work and release the team immediately B.You must work with the team to document the lessons learned C.You must keep the team working on the project to give your senior management time to talk to the client D.You must update the project management plan to reflect this change

41. PMP, CAPM, PgMP, PMI-SP, PMI-RMP, OPM3 and PMBOK are registered marks of Project Management Institute, Inc Inov8Solutions Inc – Quality Educational Services For Professionals www.Inov8Solutions.com 3-41 End of Chapter Quiz Question 7. You have just been authorized to manage a new project for your company. Which of the following BEST describes your first action? A.Create the work breakdown structure B.Develop the project management plan C.Develop the project charter D.Create the preliminary scope statement