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 Chapter 3 Project Management Processes

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 Project Management Processes Learning Objectives At the end of this chapter, you should be able to: 1.Name the 5 project management process groups 2.Explain the sequence among the process groups 3.Explain the activities that take place in each process group

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 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

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 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 Reference might need to be updated for 8 th edition.

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 Project Management Process Flow Source: PMBOK® Guide 5 th edition Page 50 Note for Kamran – We need to animate this picture Updated reference

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 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

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 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

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 Initiating Process Group How does your organization decide which project(s) to choose? –ROI –Cost Benefit Analysis –Discussed in detail in Integration chapter.

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 Inputs & Outputs Inputs for this Process Group? –Understand why these are important. Activities? –Develop Project Charter –Identify Stakeholders –Split large projects into phases

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 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 Reference might need to be updated based on 8 th edition.

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 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) Reference might need to be updated.

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 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.

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 Review Quiz The BEST time to assign a project manager to a project is during: A.Executing B.Closing C.Initiating D.Planning

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 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.

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 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?

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 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? Reference might need to be updated.

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 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 Reference might need to be updated.

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 When are we in Planning? Note for Kamran – Animate the picture from page 68. We will provide the picture. Reference might need to updated.

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 Exam Tip Remember “Project Plan” is different than “Project Schedule”

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 Review Quiz Identifying which quality standards are relevant to the project and determining how to satisfy them should be addressed during: A.The conceptual phase B.The Planning process C.Project implementation D.Risk identification

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 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

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 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

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 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

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 When are we in Execution Process Group? Note for Kamran – We need to animate the picture on page 72. Reference might need to be updated for 8 th edition.

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 Executing Process Group Activities Direct and Manage Project Work Perform Quality Assurance Acquire Project Team Develop Project Team Manage Project Team Manage Communications Conduct Procurements Manage Stakeholder Engagement Upldated list with new processes. Updated narration accordingly.

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 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 Reference might need to be updated for 8 th edition.

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 Review Quiz Which project management process group generally takes the MOST project time and resources? A.Planning B.Design C.Integration D.Executing

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 Review Quiz Which process group focuses on completing the requirements of the project? A.Initiating B.Planning C.Closing D.Executing

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 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

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 What to Monitor? Scope Schedule Cost Quality Risks Procurements Use regular measurements and reports

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 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. Reference might need to be updated for 8 th edition.

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 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?

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 When do we enter in Project Closing Note for Kamran – We need the picture animated from Page 81. Reference might need to be updated for 8 th edition.

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 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. Reference might need to be updated for 8 th edition.

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 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

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 End of Chapter Summary 1. Process groups: Initiating, Planning, Executing, Monitoring and Controlling, Closing Project selection methods 2. Initiating: Purpose: authorizes project Reasons for initiation Activities: Project Charter, Stakeholders 3. Planning: Purpose: plan everything about the project Activities: Quality, Scope, Schedule, etc.

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 End of Chapter Summary 4. Executing: Purpose: Perform the project activities Activities: Perform work, Manage team, Manage Stakeholders, etc. 5. Monitoring and Controlling Purpose: Measure project performance Activities: Measure, Change requests, etc. 6. Closing Purpose: Bring project to a close Reasons for closure Activities: Lessons Learned, Archive, Procurements

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 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

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 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

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 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

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 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

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 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

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 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

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 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

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 End of Chapter Quiz Question 8. Which one of the following is not one of the process groups? A.Planning B.Verifying C.Initiating D.Closing

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 End of Chapter Quiz Question 9. Which process groups typically occur only once for a project? A.Initiating, Planning, and Executing B.Planning and Monitoring and Controlling C.Initiating and Closing D.Only Initiating

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 End of Chapter Quiz Question 10. Which process groups are typically conducted multiple times, in a cyclical fashion on a project ? A.Planning B.Planning, Executing, and Monitoring and Controlling C.Initiating and Closing D.Executing and Monitoring and Controlling

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 End of Chapter Quiz Question 11. Which of the following activities is not a part of Initiating? A.Executing the project B.Developing Project Charter C.Identifying stakeholders D.Define high level scope