PM Processes

 Chapter 3 – Project Management Processes for a Project – Key Points

 
** Please note that PMBOK Version 5 will lead to a change in the number of processes, which is different from this version which is Version 4 **
  • In order for a project to be successful, the team must
    • Select correct processes
    • Use a defined approach to meet requirements
    • Comply with requirements to meet stakeholder needs
    • Balance 
      • 1) scope 
      • 2) time 
      • 3) cost 
      • 4) quality 
      • 5) resources 
      • 6) risk to complete the project
  • The project manager is always responsible for determining what processes are appropriate for that project.This is known as “tailoring” the project
  • Project team processes generally fall into one of the following categories:
    • Project processes generally initiate, plan, execute, monitor, control and close a project
    • Product-oriented processes create the product and vary by area
  • The five process groups are 
    • 1) initiating 
    • 2) planning 
    • 3) executing 
    • 4) monitoring & controlling 
    • 5) closing


  • Plan – Do – Check – Act is another way to accomplish this
  • The Process Groups are not Project Phases!
  • Initiating group for formal authorization of a project or a project phase.The basic scope, duration, deliverables and resources for the project are determined at this time.The relationship of the project to the organization’s strategic initiatives is also identified.The project manager is also assigned during this phase.The project charter is written, and when the charter is approved, the project becomes officially authorized.It is critical to involve stakeholders during the initiation phase
  • The planning process group is used to plan and manage the project.These processes identify, define and mature the project scope, cost and schedule.Significant changes during the life of the project will trigger the need to revisit planning process items.Key deliverables of the planning process include the project management plan, scope planning, the WBS, activities, sequencing and scheduling, cost estimating & budgeting,and planning for risk, HR, communications and quality
  • The executing process group contains the steps necessary to perform the work laid out in the project plan to meet the project’s objectives.The vast majority of the project’s budget will be spent in this phase
  • The monitoring and controlling process group contains steps and processes needed to watch project execution to identify potential problems and corrective action can be taken to keep the project on track.This group also influences the factors that could thwart change control to ensure only approved changes get made (i.e. stop scope creep)
  • The closing process group includes the processes needed to formally conclude the project and hand off the completed product to the end customer
  • All of the steps below (44) are mapped into the five groups listed above
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