The Project Management Body of Knowledge (PMBOK)

The Project Management Body of Knowledge (PMBOK)
Study Guide The PMBOK guide is an attempt to document the generally accepted PM information and practices and has since become the standard amongst project management around the globe.

The Project Management Body of Knowledge (PMBOK) is a collection of processes and knowledge areas generally accepted as best practice within the project management discipline. As an internationally recognized standard (IEEE Std ) it provides the fundamentals of project management, irrespective of the type of project be it construction, software, engineering, automotive etc. PMBOK recognizes 5 basic process groups containing 42 processes and 9_knowledge areas typical of almost all projects. Processes overlap and interact throughout a project or phase. Processes are described in terms of: Inputs (documents, plans, designs, etc.) Tools and Techniques (mechanisms applied to inputs) Outputs (documents, products, etc.)

1. Integration Management 2. Scope Management 3. Time Management
The Project Management Knowledge Areas organize the 42 project management processes into nine Knowledge Areas. 1. Integration Management 2. Scope Management 3. Time Management 4. Cost Management 5. Quality Management 6. HR Management 7. Communication Management 8. Risk Management 9. Procurement Management Project Management Knowledge Areas describe the key competencies that project managers must develop. Four core knowledge areas lead to specific project objectives (scope, time, cost, and quality). Four facilitating knowledge areas are the means through which the project objectives are achieved (human resources, communication, risk, and procurement management). One knowledge area (project integration management) affects and is affected by all of the other knowledge areas.

Project Management Process Groups Monitoring & Controlling
Project Management Process Groups and Knowledge Areas Map (Process Matrix Chart) Knowledge Areas Project Management Process Groups Initiating Planning Executing Monitoring & Controlling Closing Project Integration Management Develop Project Charter Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Perform Integrated Change Control Close Project or Phase Project Scope Management Collect Requirements Define Scope Create Work Breakdown Structure (WBS) Verify Scope Control Scope Project Time Management Project Time Management Define Activities Sequence Activities Estimate Activity Resources Estimate Activity Durations Develop Schedule Control Schedule Project Cost Management Estimate Costs Determine Budget Control Costs Project Quality Management Plan Quality Perform Quality Assurance Perform Quality Control Project Human Resource Management Develop Human Resource Plan Acquire Project Team Develop Project Team Manage Project Team Project Communications Management Identify Stakeholders Plan Communications Distribute Information Manage Stakeholder Expectations Report Performance Project Risk Management Plan Risk Management Identify Risk Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Response Monitor & Control Risk Project Procurement Management Plan Procurements Conduct Procurements Administer Procurements Close Procurements

Develop Project Charter Inputs, Tools and Techniques, and Outputs
PROCESS GROUP = Initiating | KNOWLEDGE AREA = Project Integration Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project Statement of work Business case Contract Enterprise environmental factors Organizational process assets Expert judgment Project Charter

Identify Stakeholders Inputs, Tools and Techniques, and Outputs
PROCESS GROUP = Initiating | KNOWLEDGE AREA = Project Communications Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project Charter Procurement documents Enterprise environmental factors Organizational process assets Stakeholder analysis Expert judgment Stakeholder register Stakeholder management strategy

Develop Project Management Plan
PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Integration Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project charter Outputs from planning processes Enterprise environmental factors Organizational process assets Expert judgment Project Management Plan

Inputs, Tools and Techniques, and Outputs
Collect Requirements PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Scope Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project charter Stakeholder register Interviews Focus groups Facilitated workshops Group creativity techniques Group decision-making techniques Questionnaires and surveys Observations Prototypes Requirements documentation Requirements management plan Requirements traceability matrix

Define Scope PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Scope Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project charter Requirements documentation Organizational process assets Expert judgment Product analysis Alternative identification Facilitated workshops Project scope statement Project document updates

Create Work Breakdown Structure (WBS)
PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Scope Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project Scope Statement Requirements documentation Organizational process assets Decomposition WBS WBS dictionary Scope baseline Project document updates

Define Activities PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Time Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Scope baseline Enterprise environmental factors Organizational process assets Decomposition Rolling wave planning Templates Expert judgment Activity list Activity attributes Milestone list

Sequence Activities PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Time Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Activity List Activity attributes Milestone list Project scope statement Organizational process assets Precedence diagram method (PDM) Dependency determination Applying leads and lags Schedule Network Templates Project schedule network diagrams Project document updates

Estimate Activity Resources Inputs, Tools and Techniques, and Outputs
PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Time Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Activity List Activity attributes Resource calendars Enterprise environmental factors Organizational process assets Expert judgment Alternative analysis Published estimating data Bottom-up estimating Project Management software Expert judgment Alternative analysis Published estimating data Bottom-up estimating Project Management software

Estimate Activity Durations Inputs, Tools and Techniques, and Outputs
PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Time Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Activity list Activity attributes Activity resource requirements Resource calendars Project scope statement Enterprise environmental factors Organizational process assets Expert judgment Analogous estimating Parametric estimating Three-point estimates Reserve analysis Activity duration estimates Project document updates

Develop Schedule PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Time Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Activity List Activity attributes Project Schedule Network diagram Activity Resource requirements Resource Calendars Activity duration estimates Project scope statement Enterprise Environmental Factors Organizational process assets Schedule network analysis Critical path method Critical chain method Resource levelling What-if scenario analysis Applying leads and lags Schedule Compression Scheduling tool Project Schedule Schedule baseline Schedule data Project document updates

Estimate Costs PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Cost Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Scope Baseline Project Schedule HR Plan Risk Register Enterprise Environmental Factors Organizational Process assets Expert Judgment Analogous Estimate Parametric Estimate Bottom-Up Estimate Three-Point Estimate Reserve Analysis Cost Of Quality Project Management Estimating Software Vendor Bid Analysis Activity Cost Estimate Basis of Estimates Project Document updates

Determine Budget PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Cost Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Activity Cost Estimates Basis of Estimate Scope Baseline Project Schedule Resource Calendars Contracts Organizational Process Assets Cost Aggregation Reserve Analysis Expert Judgment Historical relationships Funding limit reconciliation Cost Performance Baseline Project Funding requirements Project document updates

Plan Quality PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Quality Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Scope baseline Stakeholder register Cost performance baseline Schedule baseline Risk register Enterprise environmental factors Organizational Process assets Cost-benefit analysis Cost of quality Control charts Benchmarking Design of experiments Statistical sampling Flow charting Proprietary quality management methodology Additional quality planning tools Quality management plan Quality metrics Quality checklists Process improvement plan Project document updates

Develop Human Resource Plan Inputs, Tools and Techniques, and Outputs
PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Human Resource Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Activity resource requirements Enterprise environmental factors Organizational process assets Organization charts and position descriptions Networking Organizational Theory Human resource plan

Plan Communications PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Communications Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Stakeholder register Stakeholder management strategy Enterprise environmental factors Organizational process assets Communication requirements analysis Communication technology Communication models Communication methods Communications management plan Project document updates

Plan Risk Management PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Risk Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project Scope Management Cost management plan Schedule management plan Communication management plan Enterprise environmental factors Organizational process assets Planning meetings & analysis Risk Management plan

Identify Risk PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Risk Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Risk Management plan Activity Cost Estimates Activity duration estimates Scope Baseline Stakeholder register Cost Management plan Schedule Management plan Quality Management plan Project documents Enterprise environmental factors Organizational Process assets Documentation reviews Information gathering technique Checklist analysis Assumptions analysis Diagramming techniques SWOT analysis Expert judgment Risk register

Perform Qualitative Risk Analysis
PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Risk Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Risk register Risk Management plan Project scope statement Organizational process assets Risk probability and impact assessment Probability and impact assessment Risk data quality assessment Risk categorization Risk urgency assessment Expert judgment Risk register updates

Perform Quantitative Risk Analysis
PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Risk Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Risk register Risk Management Plan Cost Management plan Schedule Management plan Organizational Process assets Data gathering and representative techniques Quantitative risk analysis and modelling techniques Expert Judgment Risk register updates

Plan Risk Response PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Risk Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Risk register Risk Management Plan Strategies for negative risks or threats Strategies for positive risks or opportunities Contingent response strategies Expert judgment Risk register updates Risk-related contract decisions Project management plan updates Project document updates

Plan Procurements PROCESS GROUP = Planning | KNOWLEDGE AREA = Project Procurement Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Scope baseline Requirements documentation Teaming agreements Risk register Risk-related contract decisions Activity resource requirements Project schedule Activity cost estimates Cost performance baseline Enterprise environmental factors Organizational process assets Make-or-buy analysis Expert judgment Contract types Procurement management plan Procurement statements of work Make-or-buy decisions Procurement documents Source selection criteria Change requests

Direct and Manage Project Execution
PROCESS GROUP = Executing | KNOWLEDGE AREA = Project Integration Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Approved change requests Enterprise Environmental factors Organizational Process Assets Expert judgement Project management information system Deliverable Work performance information Change requests Project Management Plan Updates Project document updates

Perform Quality Assurance Inputs, Tools and Techniques, and Outputs
PROCESS GROUP = Executing | KNOWLEDGE AREA = Project Quality Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Quality metrics Work performance information Quality control measurements Plan Quality and Perform Quality Control tools and techniques Quality audits Process analysis Organizational process updates Change requests Project management plan updates Project document updates

Acquire Project Team PROCESS GROUP = Executing | KNOWLEDGE AREA = Project Human Resource Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Enterprise environmental factors Organizational process assets Pre-assignment Negotiation Acquisition Virtual teams Project staff assignments Resource calendars Project management plan updates

Develop Project Team PROCESS GROUP = Executing | KNOWLEDGE AREA = Project Human Resource Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project staff assignments Resource calendars Project management plan updates Interpersonal skills Training Team-building activities Ground rules Co-location Recognition and rewards Interpersonal skills Training Team-building activities Ground rules Co-location Recognition and rewards

Manage Project Team PROCESS GROUP = Executing | KNOWLEDGE AREA = Project Human Resource Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project staff assignments Project management plan Team performance assets Performance reports Organizational process assets Observation and conversation Project performance appraisals Conflict management Issue log Interpersonal skills Enterprise environmental factors updates Organizational process assets updates Change requests Project management plan updates

Distribute Information Inputs, Tools and Techniques, and Outputs
PROCESS GROUP = Executing | KNOWLEDGE AREA = Project Communications Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Performance reports Organizational process assets Communication methods Information distribution tools Organizational process assets updates

Manage Stakeholder Expectations
PROCESS GROUP = Executing | KNOWLEDGE AREA = Project Communications Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Stakeholder register Stakeholder management strategy Project management plan Issue log Change log Organizational process assets Communication methods Interpersonal skills Management skills Organizational process assets updates Change requests Project management plan updates Project document updates

Conduct Procurements PROCESS GROUP = Executing | KNOWLEDGE AREA = Project Procurement Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project Management Plan Procurement documents Source Selection criteria Qualified seller list Seller proposals Project documents Make-or-buy decisions Teaming agreements Organizational process assets Bidder conferences Proposal evaluation techniques Independent estimates Expert judgment Advertising Internet search Procurement negotiations Selected sellers Procurement contract award Resource calendars Change requests Project management plan updates Project document updates

Monitor and Control Project Work
PROCESS GROUP = Monitoring & Controlling | KNOWLEDGE AREA = Project Integration Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Performance reports Enterprise environmental factors Organizational process assets Expert judgment Change requests Project management plan updates Project document updates

Perform Integrated Change Control
PROCESS GROUP = Monitoring & Controlling | KNOWLEDGE AREA = Project Integration Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Work performance information Change requests Enterprise environmental factors Organizational process assets Expert judgment Change control meetings Change request status updates Project management plan updates Project document updates

Verify Scope PROCESS GROUP = Monitoring & Controlling | KNOWLEDGE AREA = Project Scope Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Requirements documentation Requirements traceability matrix Validated deliverables Inspection Accepted Deliverable Change requests Project document updates

Control Scope PROCESS GROUP = Monitoring & Controlling | KNOWLEDGE AREA = Project Scope Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Work Performance Information Requirements documentation Requirements traceability matrix Organizational process assets Variance analysis Work performance measurements Organizational process assets updates Change requests Project management plan updates Project document updates

Control Schedule PROCESS GROUP = Monitoring & Controlling | KNOWLEDGE AREA = Project Time Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Project schedule Work performance information Organizational process assets Performance reviews Variance analysis Project management software Resource levelling What-if scenario analysis Adjusting leads and lags Schedule compression Scheduling tool Work performance measurements Organizational process assets updates Change requests Project management plan updates Project document updates

Control Costs PROCESS GROUP = Monitoring & Controlling | KNOWLEDGE AREA = Project Cost Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management Plan Project funding requirements Work Performance information Organizational Process assets Earned Value management Forecasting To-complete performance index (TCPI) Performance reviews Variance analysis Project Management software Work performance measurements Budget forecast Organizational process assets updates Change request Project management plan updates Project document updates

Perform Quality Control Inputs, Tools and Techniques, and Outputs
PROCESS GROUP = Monitoring & Controlling | KNOWLEDGE AREA = Project Quality Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Quality metrics Quality checklists Work performance measurements Approved change requests Deliverable Organizational process assets Cause and effect diagram Control charts Flow charting Histogram Pareto chart Run chart Scatter diagram Statistical Sampling Inspection Approved change requests review Quality control measurements Validated changes Validated deliverables Organizational process assets updates Change requests Project management plan updates Project document updates

Report Performance PROCESS GROUP = Monitoring & Controlling | KNOWLEDGE AREA = Project Communications Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project Management Plan Work performance information Work performance measurements Budget forecasts Organizational process assets Variance analysis Forecasting methods Communication methods Reporting systems Performance reports Organizational process assets updates Change requests

Monitor & Control Risk PROCESS GROUP = Monitoring & Controlling | KNOWLEDGE AREA = Project Risk Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Risk register Project management plan Work performance information Performance reports Risk assessment Risk audits variance and trend analysis Technical performance measurement Reserve analysis Status meetings Risk register updates Organizational Process assets updates Change requests Project management plan updates Project document updates

Administer Procurements Inputs, Tools and Techniques, and Outputs
PROCESS GROUP = Monitoring & Controlling | KNOWLEDGE AREA = Project Procurement Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Procurement documents Project management plan Contract Performance reports Approved change requests Work performance information Contract change control system Procurement performance reviews Inspection and audits Performance reporting Payment systems Claims administration Records management system Procurement documentation Organizational process assets updates Change requests Project management plan updates

Close Project or Phase PROCESS GROUP = Closing | KNOWLEDGE AREA = Project Integration Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Accepted deliverables Organizational process assets Expert judgment Final product, service or result transition Organizational process assets updates

Close Procurements PROCESS GROUP = Closing | KNOWLEDGE AREA = Project Procurement Management Inputs, Tools and Techniques, and Outputs Inputs Tools & Techniques Outputs Project management plan Procurement documentation Procurement audits Negotiated settlements Records management system Closed procurements Organizational process updates

The Project Management Body of Knowledge (PMBOK)

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The Project Management Body of Knowledge (PMBOK)

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