(Integration process) Close Project or Phase process (PMI) Input: Accepted deliverables. Project Management Plan. Output: Final product, service or result transition. (Integration process) Develop Project Charter (PMI) Involves developing a document that outlines the initial project requirements and stakeholder expectations. Acceptance of this document formally authorizes the project and launches the Planning phase. Inputs: SOW, business case, contract (if external customer), enterprise env factors, org process assets. Output: Project charter. Main technique is expert judgment. (Integration process) Develop Project Management Plan (PMI) Input: Project Charter, outputs from planning processes, enterprise environmental factors, organizational process assets. Output: Proj Mgmt Plan that integrates all subsidiary plans, and is continually updated throughout lifecycle of project. (Integration process) Direct and Manage Execution process (PMI) Input: Project Management Plan. Output: Updates to Project Mgmt Plan. Deliverables. Work performance information. Change requests. (Integration process) Monitor and Control Project Work (PMI) Input: Project Management Plan. Output: Change requests. Project Management Plan updates. (Integration process) Perform Integrated Change Control (PMI) Input: Change requests. Project Management Plan updates. Output: Change request status. Project Management Plan updates. Categories of business needs (PMI) 8 project drivers (COST of GLaMoR): organizational, customer request, governmental standards, legal requirements, market demand, required training, social need, technological advance. Closing processes (2) (PMI) [Integration] Close project or phase. [Procurement] Close procurements. Definition of Business Case (PMI) Provides project justification. Assesses initials risks, project timing (impact of not doing project now; when results are expected), legal requirements, cost/benefit analysis, alternative solutions. Definition of Change request (PMI) Request to adjust the way a project was initially planned. Definition of Deliverable (PMI) Products or results that the project creates. Definition of Project Charter (PMI) High level overview of how a project meets a specified business need. Formally starts the project. Outlines scope, budget, schedule. Defines stakeholder expectations, success criteria, key roles and responsibilities. Authorizes the PM to assign resources to the project. Definition of Risk Analysis (PMI) Identify, assess and prioritize risks. Definition of Statement Of Work (PMI) High level description of project characteristics. Contractual document between Sponsor and project team. Describes business need, scope description, how project supports the strategic plan. Input: Business Case. Definition of enterprise environmental factors (PMI) Internal and external factors that influence the circumstances around a project. They often provide constraints to project management. E.g. marketplace conditions, organizational infrastructure, personnel, available tools. Definition of organizational process assets (PMI) Existing assets gained from an organization's processes and procedures or corporate knowledge base. They are used as inputs to the project management processes. E.g. Policies, procedures, plans, guidelines, historical information. Definition of portfolio (PMI) Collection of programs, projects and ongoing work. May not be directly related. Ensure that all projects within an organization comply with strategic goals. Portfolio is derived from strategic plan. Definition of process (PMI) A set of interrelated actions and activities performed to achieve a pre-specified product, result or service that contributes to achieving project milestones and objectives. Three elements: (1) inputs (2) tools & techniques (3) outputs. Definition of program (PMI) A group of related projects and ongoing work. Provides coordinated management and level of control not possible through managing projects individually. Definition of project (PMI) A temporary endeavor undertaken to create a unique product or service. Temporary means that every project has a definite beginning and a definite end. Executing process for Integration Mgmt (PMI) Direct and manage project execution Executing process for Procurement Mgmt (PMI) Conduct procurements Executing process for Quality Mgmt (PMI) Perform quality assurance Executing processes (2) for Communications Mgmt (PMI) Distribute information. Manage stakeholder expectations. Executing processes (3) for Human Resource Mgmt (PMI) Acquire project team. Develop project team. Manage project team. Five Process Groups (PMI) Initiating, Planning, Executing, Monitoring & Controlling, Closing Five stages of the product life cycle (PMI) (1) Product inception and development (2) market introduction (3) market growth (4) market maturity (5) sales decline Four stages of a project (lifecycle, PMI) (1) starting (2) organizing and preparing (3) carrying out the work (4) closing. The four stages can be repeated in each phase of a multi-phase project. Initiating processes (2) (PMI) [Integration] Develop project charter. [Communications] Identify stakeholders. Monitoring and Controlling process for Communications Mgmt (PMI) Report performance. Monitoring and Controlling process for Cost Mgmt (PMI) Control costs Monitoring and Controlling process for Procurement Mgmt (PMI) Administer procurements. Monitoring and Controlling process for Quality Mgmt (PMI) Peform quality control. Monitoring and Controlling process for Risk Mgmt (PMI) Monitor and control risks. Monitoring and Controlling process for Time Mgmt (PMI) Control schedule. Monitoring and Controlling processes (2) for Integration Mgmt (PMI) Monitor and control project work. Perform integrated change control. Monitoring and Controlling processes (2) for Scope Mgmt (PMI) Verify scope. Control scope. Nine Knowledge Areas (PMI) CRICTSPHQ = Communication, Risk, Integration, Cost, Time, Scope, Procurement, Human Resources, Quality Planning process for Communications Mgmt (PMI) Plan communications. Planning process for Human Resource Mgmt (PMI) Develop human resource plan. Planning process for Integration Mgmt (PMI) Develop project management plan Planning process for Procurement Mgmt (PMI) Plan procurements. Planning process for Quality Mgmt (PMI) Plan quality. Planning processes (2) for Cost Mgmt (PMI) Estimate costs. Determine budget. Planning processes (3) for Scope Mgmt (PMI) Collect requirements. Define scope. Create work breakdown structure. Planning processes (5) for Risk Mgmt (PMI) Plan risk management. Identify risks. Perform qualitative risk analysis. Perform quantitative risk analysis. Plan risk responses. Planning processes (5) for Time Mgmt (PMI) Define activities. Sequence activities. Estimate activity resources. Estimate activity durations. Develop schedule. Process: Global vs product-oriented (PMI) Global = project management process; applies generally (e.g. the 42 PMBOK processes). Product-oriented = relate directly to the creation of a product or service. Project charter - Why is it important? (PMI) (1) Documents authorization to begin (2) Documents what the project will do and how (3) Enables the PM to assign resources to project (4) Links the project to the ongoing work of the organization. Three competencies (PMI) (1) knowledge, i.e. the 9 knowledge areas (2) personal, e.g. motives, attitude, values (3) performance, e.g. skills, qualifications, experience Three organizational influencers (PMI) (1) organizational culture (2) organizational structure (3) organizational process assets Three organizational structures (PMI) (1) projectized (2) functional (3) matrix Types of customer relationships (PMI) Internal, external (contractual), external (consumer, non-contractual)