A Guide to the Project Management Body of Knowledge
A Guide to the Project Management Body of Knowledge (PMBOK® Guide) 2000 Edition ©2000 Project Management Institute, Four Campus Boulevard, Newtown Square, PA 19073-3299 USA vii List of Figures Figure 1–1 Overview of Project Management Knowledge Areas and Project Management Processes – – – 8 Figure 1–2
A Guide to the Project Management Body of Knowledge (PMBOK
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A Guide to the Project MAnAGeMent Body of KnowledGe
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
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A Guide to the Project M
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A guide to the project management body of knowledge ( PMBOK guide ). -- Fifth edition. pages cmIncludes 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
2012046112Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412This copy is a PMI Member benefit, not for distribution, sale, or reproduction.
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Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412This copy is a PMI Member benefit, not for distribution, sale, or reproduction.
I©2013 Project Management institute. A Guide to the Project Management Body of Knowledge (PMBOKGuide) - Fifth edition
TABLE OF CONTENTS
TABLE OF CONTENTS
1. IntroductION .....................................................................................................................1
1.1Purpose of the PMBOK
Guide ................................................................................21.2 What is a Project?
1.2.1.
The Relationships Among Portfolios, Programs, and Projects ....................41.3 What is Project Management?
1.4 Relationships Among Portfolio Management, Program Management, ProjectManagement, and
Organizational Project Management ...........................................71.4.1 Program Management
1.4.2 Portfolio Management
1.4.3 Projects and Strategic Planning
1.4.4 Project Management
Office .........................................................................10 1.5 Relationship Between Project Management, Operations Management, andOrganizational Strategy ............................................................................................12
1.5.1 Operations and Project Management ..........................................................12 1.5.2 Organizations and Project Management .....................................................141.6 Business Value
1.7Role of the Project Manager .....................................................................................16
1.7.1 Responsibilities and Competencies of the Project Manager ......................171.7.2 Interpersonal Skills of a Project Manager
1.8 Project Management Body of Knowledge
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 2.1.3Organizational Structures ............................................................................21
2.1.4 Organizational Process Assets ....................................................................272.1.5 Enterprise Environmental Factors
...............................................................29Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412This copy is a PMI Member benefit, not for distribution, sale, or reproduction.
II©2013 Project Management institute. A Guide to the Project Management Body of Knowledge (PMBOKGuide) - Fifth edition
TABLE OF CONTENTS
2.2 Project Stakeholders and Governance ....................................................................30
2.2.1 Project Stakeholders
2.2.2 Project Governance
2.2.3 Project Success
2.3 Project
Team .............................................................................................................35
2.3.1 Composition of Project Teams .....................................................................372.4 Project Life
Cycle ......................................................................................................38
2.4.1 Characteristics of the Project Life Cycle .....................................................382.4.2 Project Phases
3. PROJECT MANAGEMENT PROCESSES ...............................................................................47
3.1 Common Project Management Process Interactions ..............................................503.2 Project Management Process Groups
3.3 Initiating Process Group
3.4 Planning Process Group
3.5 Executing Process Group
3.6 Monitoring and
Controlling Process Group .............................................................57 3.7Closing Process Group .............................................................................................57
3.8 Project Information
3.9Role of the Knowledge Areas ...................................................................................60
4. PROJECT INTEGRATION MANAGEMENT .............................................................................63
4.1Develop Project Charter ...........................................................................................66
4.1.1Develop Project Charter: Inputs ...................................................................68
4.1.2 Develop Project Charter: Tools and Techniques ..........................................71 4.1.3 Develop Project Charter: Outputs ................................................................71 4.2Develop Project Management Plan ..........................................................................72
4.2.1 Develop Project Management Plan: Inputs .................................................74 4.2.2 Develop Project Management Plan: Tools and Techniques ........................76 4.2.3Develop Project Management Plan: Outputs ...............................................76Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412This copy is a PMI Member benefit, not for distribution, sale, or reproduction.
III©2013 Project Management institute. A Guide to the Project Management Body of Knowledge (PMBOKGuide) - Fifth edition
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 ..................................................844.4 Monitor and
Control Project Work ...........................................................................864.4.1 Monitor and
Control Project Work: Inputs ...................................................884.4.2 Monitor and
Control Project Work: Tools and Techniques ..........................914.4.3 Monitor and
Control Project Work: Outputs ................................................924.5 Perform Integrated
Change Control .........................................................................944.5.1 Perform Integrated
Change Control: Inputs ................................................974.5.2 Perform Integrated
Change Control: Tools and Techniques .......................984.5.3 Perform Integrated
Change Control: Outputs ..............................................99 4.6Close Project or Phase ...........................................................................................100
4.6.1Close 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
5.1.1 Plan Scope Management: Inputs
5.1.2 Plan Scope Management:
Tools and Techniques ......................................1095.1.3 Plan Scope Management:
Outputs ............................................................109 5.2Collect 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 5.3Define Scope ...........................................................................................................120
5.3.1Define Scope: Inputs ..................................................................................121
5.3.2 Define Scope: Tools and Techniques .........................................................122 5.3.3Define Scope: Outputs ................................................................................123Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412This copy is a PMI Member benefit, not for distribution, sale, or reproduction.
IV©2013 Project Management institute. A Guide to the Project Management Body of Knowledge (PMBOKGuide) - Fifth edition
TABLE OF CONTENTS
5.4 Create WBS .............................................................................................................125
5.4.1Create WBS: Inputs ....................................................................................127
5.4.2 Create WBS: Tools and Techniques ...........................................................128 5.4.3Create WBS: Outputs ..................................................................................131
5.5 Validate Scope
5.5.1 Validate Scope: Inputs
5.5.2 Validate Scope:
Tools and Techniques ......................................................1355.5.3 Validate Scope:
Outputs .............................................................................135 5.6Control Scope .........................................................................................................136
5.6.1Control Scope: Inputs .................................................................................138
5.6.2 Control Scope: Tools and Techniques ........................................................139 5.6.3Control Scope: Outputs ..............................................................................139
6. PROJECT TIME MANAGEMENT .........................................................................................141
6.1 Plan Schedule Management
6.1.1 Plan Schedule Management: Inputs
6.1.2 Plan Schedule Management:
Tools and Techniques .................................1476.1.3 Plan Schedule Management:
Outputs .......................................................148 6.2Define Activities ......................................................................................................149
6.2.1Define Activities: Inputs .............................................................................150
6.2.2 Define Activities: Tools and Techniques ....................................................151 6.2.3Define Activities: Outputs ..........................................................................152
6.3 Sequence Activities
6.3.1 Sequence Activities: Inputs
6.3.2 Sequence Activities:
Tools and Techniques ..............................................1566.3.3 Sequence Activities:
Outputs .....................................................................1596.4 Estimate Activity
Resources ..................................................................................1606.4.1 Estimate Activity
Resources: Inputs ..........................................................1626.4.2 Estimate Activity
Resources: Tools and Techniques .................................1646.4.3 Estimate Activity
Resources: Outputs .......................................................165Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412This copy is a PMI Member benefit, not for distribution, sale, or reproduction.
V©2013 Project Management institute. A Guide to the Project Management Body of Knowledge (PMBOKGuide) - Fifth edition
TABLE OF CONTENTS
6.5 Estimate Activity Durations ....................................................................................165
6.5.1 Estimate Activity
Durations: Inputs ...........................................................1676.5.2 Estimate Activity
Durations: Tools and Techniques ..................................1696.5.3 Estimate Activity
Durations: Outputs ........................................................172 6.6Develop Schedule ...................................................................................................172
6.6.1Develop Schedule: Inputs ..........................................................................174
6.6.2 Develop Schedule: Tools and Techniques .................................................176 6.6.3Develop Schedule: Outputs ........................................................................181
6.7Control Schedule ....................................................................................................185
6.7.1Control Schedule: Inputs ............................................................................187
6.7.2 Control Schedule: Tools and Techniques ...................................................188 6.7.3Control Schedule: Outputs .........................................................................190
7. PROJECT COST MANAGEMENT ........................................................................................193
7.1 Plan
Cost Management ..........................................................................................195
7.1.1 Plan
Cost Management: Inputs ..................................................................1967.1.2 Plan
Cost Management: Tools and Techniques .........................................1987.1.3 Plan
Cost Management: Outputs ...............................................................1987.2 Estimate
Costs ........................................................................................................200
7.2.1 Estimate
Costs: Inputs ...............................................................................2027.2.2 Estimate
Costs: Tools and Techniques ......................................................2047.2.3 Estimate
Costs: Outputs .............................................................................207 7.3Determine Budget ...................................................................................................208
7.3.1Determine Budget: Inputs ..........................................................................209
7.3.2 Determine Budget: Tools and Techniques .................................................211 7.3.3 Determine Budget: Outputs........................................................................212 7.4Control Costs ..........................................................................................................215
7.4.1Control Costs: Inputs ..................................................................................216
7.4.2 Control Costs: Tools and Techniques .........................................................217 7.4.3Control Costs: Outputs ...............................................................................225Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412This copy is a PMI Member benefit, not for distribution, sale, or reproduction.
VI©2013 Project Management institute. A Guide to the Project Management Body of Knowledge (PMBOKGuide) - Fifth edition
TABLE OF CONTENTS
8. PROJECT QUALITY MANAGEMENT ...................................................................................227
8.1 Plan Quality Management
8.1.1 Plan Quality Management: Inputs
8.1.2 Plan Quality Management:
Tools and Techniques ....................................2358.1.3 Plan Quality Management:
Outputs ...........................................................2418.2 Perform Quality Assurance
8.2.1 Perform Quality Assurance: Inputs
8.2.2 Perform Quality Assurance:
Tools and Techniques ...................................2458.2.3 Perform Quality Assurance:
Outputs .........................................................247 8.3Control Quality ........................................................................................................248
8.3.1Control Quality: Inputs ...............................................................................250
8.3.2 Control Quality: Tools and Techniques ......................................................252 8.3.3Control Quality: Outputs .............................................................................252
9. PROJECT HUMAN RESOURCE MANAGEMENT ..................................................................255