1. Project Management Body of Knowledge
Changes to PMBOK® from Version 4 to Version 5
December 2012 Project Management Institute (PMI) released version 5 of their Project Management Body of Knowledge (PMBOK).
In this chapter, we will discuss the following topics:
Scope of changes reflected in PMBOK 5
Role Delineation study by PMI
New Knowledge Area introduced in this release
Rules for handing Inputs, Tools and Techniques, and Outputs
Redefinition of Project Management Work Execution Data
New processes
Renaming of processes
Glossary Updates
Data Flow Diagrams
Exam cutover date
Advice on studying and taking the exam
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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2. Inov8Solutions Inc – Quality Educational Services For Professionals
Introduction
PMBOK® Guide 5th Edition published
See Appendix X1 in PMBOK® Guide 5th Edition for details
Download the PMBOK® Guide 5th Edition from the PMI website
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The scope of the updates made in The project management body of knowledge guide 5th Edition (referred to as PMBOK 5 from here on) spans changes in terminology, a new Knowledge Area, new processes, establishment of rules for handling Inputs, Tools and Techniques, and Outputs, glossary updates, and updates to Data Flow Diagrams
PMI members may download PMBOK 5, for free, from PMI’s website using this link
PMBOK 5 is now also available in hard copy for members of PMI and non-members alike
Appendix X1 (p. 463 to p. 482) in PMBOK 5 describes all the changes in detail
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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Why the changes?
New developments
Role Delineation Study (RDS)
Keep the certification and exam up to date
You might be wondering why PMI has made changes to the PMBOK.
Just like any other profession, Project Management is a dynamic discipline that is constantly evolving. An ever-changing business environment, new technologies, and new standards necessitate updates to the practice of Project Management.
Naturally, changes in the practice of Project Management requires changes to the PMP credential and exam.
For this purpose, PMI conducts a Role Delineation Study (RDS) every 5 to 7 years.
The purpose of the RDS is to assess what changes need to be made to the PMP credential so that it aligns with and reflects the way experienced project managers are conducting Project Management around the world.
Another reason for the RDS is to ensure compliance with the PMP credential’s accreditation against the ISO standard.
The changes included in PMBOK 5 are based on the results of the latest RDS.
The following slides will provide an overview on the changes implemented in PMBOK 5
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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New Knowledge Area
Stakeholder Management
Chapter 13 Of PMBOK® Guide 5th Edition
Emphasizes Stakeholder Management as a distinct function
Note for Kamran...can we do an animation showing the split of stakeholder management from communication management?
In PMBOK 4, there was no separate knowledge area for managing stakeholders; managing stakeholders was part of Communications Management
Separating Communications Management and Stakeholder Management makes it clear that rather than being merely an aspect of managing communications, managing and engaging stakeholders requires proper planning , monitoring, and controlling and needs to be a separate function that is critical for project success.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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5. 10 Knowledge Areas in PMBOK 5
1. Integration Management
2. Scope Management
3. Cost Management
4. Time Management
5. Quality Management
6. Risk Management
7. Human Resource Management
8. Communications Management
9. Procurement Management
10. Stakeholder Management
Note for Kamran...can we do an animation here that highlights each knowledge area as it’s being mentioned in the narration?
With the addition of Stakeholder Management as a separate Knowledge Area, there are now 10 Knowledge Areas in PMBOK 5. They are: Integration Management, Scope Management, Cost Management, Time Management, Quality Management, Risk Management, Human Resource Management, Communications Management, Procurement Management, and Stakeholder Management.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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6. Rules for Handling Inputs, Tools and Techniques, and Outputs (ITTOs)
Business rules have been established
Fundamental Rules
Project Document Rules
Project Management Plan Rules
Sequencing Rules
ITTO terminology redefined
PMBOK 5 establishes business rules to clearly define ITTOs to aid their understanding and usage
Some important broad categories of these business rules are: Fundamental Rules, Project Document Rules, Project Management Plan Rules, and Sequencing Rules.
Examples of Fundamental Rules are:
“Inputs are any documents that are key to the process”
“Process inputs should map as an output from another project management process unless the input comes from outside the project.”
The 2 Project Document Rules are:
“On the ITTO list, if the input is a major project document, it needs to be specifically listed out”
“On the ITTO output list, specific project documents are put on the list the first time they are created as an output. Subsequently, these are listed as “project document updates” on the ITTO output list, and described in the section narrative.”
Examples of Project Management Plan Rules are:
“On the ITTO input list, for those planning processes that create a subsidiary plan, the project management plan is listed as the key input”
“On the ITTO output list, subsidiary plans and baselines for the project management plan are grouped as a single output as “project management plan updates” and described in the section narrative.”
Example of Sequencing Rules are:
“For inputs, and outputs: plans, subsidiary plans, and baselines are listed first”
“Enterprise environmental factors and organization process assets are listed last in that order”
“Tools and techniques have meetings listed last”
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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7. Redefinition of Project Management Work Execution Data
Redefined for clarity
Work Performance Data,
Work Performance Information, and
Work Performance Reports
PMBOK 5 seeks to provide more clarity and consistency with regard to Work Performance Data, Work Performance Information, and Work Performance Reports by clearly defining the meaning and purpose of each element.
PMBOK 5 defines each entity as follows:
Work Performance Data are “the raw observations and measurements identified during activities performed to carry out the project work.”
Work Performance Information is “the performance data collected from various controlling processes, analyzed in context and integrated based on relationships across areas.”
Work Performance Reports are “the physical or electronic representation of work performance information compiled in project documents, intended to generate decisions, raise issues, actions, or awareness”
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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8. Inov8Solutions Inc – Quality Educational Services For Professionals
5 New Processes
Five planning processes have been added:
4 Planning processes:
Plan Scope Management
Plan Schedule Management
Plan Cost Management
Plan Stakeholder Management
1 Monitoring and Controlling process:
Control Stakeholder Engagement
Note for Kamran...can we do an animation here that shows process numbers going from 42 to 47
These five processes were not part of PMBOK 4.
The first four are planning processes that have been added to bring more clarity and consistency with regard to subsidiary plans that comprise the overall project management plan.
The impetus for adding these processes was to emphasize that each knowledge area requires active thinking and planning.
The last one, Control Stakeholder Engagement, is part of Stakeholder Management
With the addition of these 5 processes, there are now 47 processes in PMBOK 5, whereas there were 42 processes in PMBOK 4.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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Processes Renamed
Many processes have been renamed
“Plan {XXX} Management” processes
“Control {XXX}” processes
Note for Kamran...animate “New processes” and “process renames” mentioned in the narration.
Many processes have been renamed in PMBOK 5. Again, this was done to establish more consistency.
The following rules were applied in renaming processes:
Processes that create a subsidiary plan were named using the form “Plan {XXX} Management”
Monitoring and Controlling processes were named using the form “Control {XXX}”
Other processes were renamed to make the names more clear
The following is a comprehensive list of the changes in processes:
New processes that have been added are:
Plan Scope Management
Plan Schedule Management
Plan Cost Management
Plan Stakeholder Management
Control Stakeholder Engagement
Processes have been renamed as follows:
Direct and Manage Project Execution is now Direct and Manage Project Work
Verify Scope is now Validate Scope
Plan Quality is now Plan Quality Management
Perform Quality Control is now Control Quality
Develop Human Resource Plan is now Plan Human Resource Management
Plan Communications was renamed to Plan Communications Management
Distribute Information has been changed to Manage Communications
Report Performance is now Control Communications
Monitor and Control Risks has been changed to Control Risks
Plan Procurements has been renamed as Plan Procurement Management
Administer Procurements is now Control Procurements
Manage Stakeholder Expectations has been changed to Manage Stakeholder Engagement
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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Glossary Updates
Clarify meanings
Eliminate unneeded terms
Ensure alignment with PMI lexicon
The glossary of PMBOK 5 has been updated to reflect the changes that have been implemented in terminology and definitions
The updates to the glossary:
Clarify meanings of new terms and terms that have been redefined
Eliminate any terms not used in PMBOK 5
Make certain that terms are in accordance with the terms in the PMI lexicon and other PMI standards
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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11. Inov8Solutions Inc – Quality Educational Services For Professionals
Data Flow Diagrams
Data Flow Diagrams updated
Data Flow Diagrams for all processes have been updated to reflect changes in inputs, tools and techniques, and outputs.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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12. Exam Cutover Date Exam Date PMBOK Guide to use Before July 31, 2012
PMBOK® Guide 4th Edition
On or after July 31, 2012
PMBOK® Guide 5th Edition
The cutover date, which is the date on which the PMP exam will be based on PMBOK 5 and NOT PMBOK 4, is July 31, 2013.
This means:
If you are taking the PMP Exam before July 31, 2013, you will need to use PMBOK 4.
If you are taking the PMP Exam on or after July 31, 2013, you will need to use PMBOK 5.
If you are using other materials or exam prep guides to study from, make sure you know which version of PMBOK the material is based on.
Note: If you are already a PMP credential holder, these changes do not affect you directly. You will have to follow the Continued Certification Requirement (CCR) program to maintain your PMP credential.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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Advice
Decide on exam date
Study from correct PMBOK® Guide
Understand the changes
It is understood that the publication of a new PMBOK Guide presents some challenges to those currently pursuing the PMP certification, especially for those who are studying from PMBOK 4 and plan on taking the exam after July 31, 2013.
Here are some steps to help you with your situation:
Decide when you want to take the PMP exam.
If you are studying from PMBOK 4 and are taking the exam prior to July 31, 2013, you are fine.
If you have been studying only from PMBOK 5 and are taking the exam on or after July 31, 2013, you are fine. Make sure all materials you are using for your study are based on PMBOK 5.
However, if you are studying from PMBOK 4 and are taking the exam on or after July 31, then you have 2 options:
Reschedule the exam to a date prior to July 31, 2013 or
Keep your current exam date and start studying from PMBOK 5, making sure that any other references you are using are also based on PMBOK 5. Make sure you understand thoroughly the changes that have been implemented from PMBOK 4 to PMBOK 5.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK  are registered marks of Project Management Institute, Inc
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