Overview

PM Processes
PM Processes – Process Group wise
Initiating Processes

Initiating Process group

• Align Project with strategic objective
• Define the new project or phase
• Defining initial scope
• Committing financial resources
• Project Manager officially authorized
Initiating Processes
• Develop Project Charter
• Authorize existence of project
• Major Outputs
• Project Charter
• Assumptions Log
• Identify Stakeholders
• Document the list of stakeholders , analyze their influence
and prioritize them
• Major Outputs
• Stakeholder register
Planning Processes
Planning Process Group
• Define and refine the project objectives
• Develop course of action to execute those objectives
• Project Management Plan is the Major output
• Project Management Plan is progressively elaborated
• Once Initial planning effort is over, baselines are produced
• Project management plan is progressively elaborated and
can be updated throughout the project
• There are 24 planning processes
• Overview of Planning processes
1. Develop Project Management Plan
• Output- Project Management Plan
• Following are the components (18) of PM Plan
• 10 subsidiary plans- these subsidiary plans are output of first
planning process of all knowledge areas (except integration
management)
• 4 Baselines – output of last planning processes of scope,
schedule and cost management knowledge area.
• Other components includes
• Configuration Management Plans
• Change Management Plan
• Life cycle approach
• Development approach
What is a subsidiary Plan ?
• A subsidiary plan is guiding document that gives the
procedure and basic details of handling the respective
knowledge area.
Components
What are the 10 subsidiary plans
Output of Plan Scope Management
1. Scope Management Plan
2. Requirements Management Plan
Output of Plan Schedule Management
3. Schedule Management Plan
Output of Plan Cost Management
4. Cost Management Plan
Output of Plan Quality Management
5. Quality Management Plan
Output of Plan Resources Management
6. Resources Management Plan
Output of Plan Communications Management
7. Communications Management Plan
Output of Plan Risk Management
8. Risk Management Plan
Output of Plan Procurement Management
9. Procurement Management Plan
Output of Plan Stakeholder Management
10. Stakeholder Management Plan

What are the baselines

Baselines are approved reference point to measure or compare
the progress of the project
• Output of Create WBS - Scope baseline,
• Output of Develop Schedule – Schedule baseline
• Output of Determine Budget – Cost Baseline
• Performance Measurement Baseline is the integration of scope,
schedule and cost baselines
Planning Processes
• Having discussed the make up Project Management Plan , lets
put together all the 24 planning processes
S.NO Planning Process Description Output

1 Develop Project Consolidation of 18 Project Management Plan

Management Plan components

2 Plan Scope Subsidiary planning process Scope Management Plan

Management that guides rest of the Scope Requirements Management
processes Plan

3 Collect Requirements Determine stakeholder needs Requirements Documentation

and expectations Requirements Traceability
Matrix

4 Define Scope Convert requirements into Scope Statement

deliverables and document all
the work and exclusions
5 Create WBS Decompose Deliverables in to Scope Baseline
smaller packages (work
packages) and deliver scope
baseline
6 Plan Schedule Subsdiary planning process Schedule Management Plan
management that guides rest of the
Schedule processes

7 Define Activities Decompose work packages Activity List

into activities Activity Attributes
Milestone List
8 Sequence Activities Determine relationship among Project Schedule Network
the activities Diagram

9 Estimate Activity Use various estimating Duration Estimate

Durations methods and determine time
taken to complete each
activity
10 Develop Schedule Analyse above info such as Schedule Baseline
durations, activities, resources Schedule data
data and apply schedule tool
, techniques like critical path
method to develop the
schedule
Planning Processes
S.NO Planning Process Description Output

11 Plan Cost Management Subsidiary planning process Cost Management Plan

that guides rest of the Cost
processes
12 Estimate Costs approximation of the Cost Estimates
monetary resources ( money
value) needed to complete
project

13 Determine Budget Aggregate cost estimates and Cost Baseline

establish cost baseline

14 Plan Quality Provide guidance on how Quality Management Plan

Management quality will be managed and
controlled and develop
subsidiary plan
15 Plan Resources Guides how resources will be Resource Management Plan
Management managed and approach to
mange them

16 Estimate Resources Estimating human resources Resource Estimates

,type and quantities of Resource Breakdown Structure
materials, equipment, and
supplies needed for the
project

17 Plan Communications Develop appropriate Communication Management

Management approach and plan for plan
project communication
activities.

18 Plan Risk Management Define how to conduct risk Risk Management Plan
Management activities

19 Identify Risks Identifying individual and Risk Register

overall project risks

20 Perform Qualitative risk Prioritize risk based on Project Document Updates

analysis subjective analysis of
probability and Impact
Planning Processes
S.NO Planning Process Description Output

21 Perform Quantitative Numerical analysis of risks Project Document Updates

Risk Analysis and

22 Plan Risk Responses Develop strategies to address Change request and updates
positive and negative risks

23 Plan Procurement Documenting procurement Procurement Management

Management approach, decisions and Plan
determine how to manage
sellers

24 Plan Stakeholder Develop approach to Stakeholder Management

Management manage stakeholders interest, Plan
expectations
Executing Processes
Executing Process Group
• Coordinating resources, managing stakeholders, and perform
the work accordance with project management plan.
• Work performance data and change requests are created as
an output of overall execution of project work
• There are 10 Executing Processes.
1. Direct and Manage Project Work
• Overall Management of project work and produce deliverables
• Major Outputs
• Deliverables ( refer to deliverable flow in the forecoming pages)
• Work Performance Data
• Issue Log
2. Manage Project Knowledge
• Use existing knowledge and create new knowledge
• Major Outputs
• Lessons Learned register – it is updated throughout the project
3. Manage Quality
• Execute quality management plan and achieve quality
objectives
• Analyze root cause for poor quality
• Major Outputs
• Quality Reports
• Test and Evaluation documents
4. Acquire Resources
• Obtaining team members, facilities, equipment, materials,
supplies, and other resources for the project work
• Assign responsibilities
• Major Outputs
• Physical resource assignment
• Project Team assignment
• Resource Calendar
5. Develop Team
• Improving competencies, team member interaction, and overall
team environment to enhance project performance
• Major Outputs
• Team Performance assessments
Executing Processes
6. Manage Project Team
• tracking team member performance,, resolving issues and
conflicts
• Major Outputs
• Change requests, Updates
7. Manage Communications
• Ensure efcient and effective information ow
• Major Outputs
• Project Communications
8. Implement Risk Responses
• Implement risk response plan
• Major Outputs
• Change requests, updates
9. Conduct Procurements
• Obtain response to RFPs,select sellers , award contract
• Major Outputs
• Selected sellers
• Change requests
10. Manage Stakeholder Engagement
• Communicate with stakeholders and address stakeholders
expectations.
• Major Outputs
• Change requests, Updates
Monitoring and Controlling Processes
Monitoring & Controlling Process group
• Required to track, review, and regulate the progress and
performance of the project
• Disseminating performance information.
• Identify any areas in which changes to the plan are
required; and initiate the corresponding changes
• Recommending corrective or preventive action
• In almost all M&C processes ( except integration
management), work performance information is an output
• Work performance report is an output of monitor and
control project work
• Change requests is an output of almost all processes
• Change control process is in this process group- Perform
Integrated Change Control
M&C Processes: There are 12 M&C Processes
1. Monitor and Control Project Work
1. Tracking, reviewing, and reporting the overall progress
2. Forecast future performance
3. Recognize actions
4. Major Output:
1. Work Performance Report
2. CR, Updates
2. Perform Integrated Change Control ( Refer CR Flow)
1. Review change request and take decision on change
request
2. Major Output:
1. Approved CR
M&C Processes
1. Validate Scope
1. Formal acceptance of Deliverables ( refer deliverable
flow)
2. Major Output:
1. Accepted Deliverables
2. Control Scope
1. Monitor Scope Performance and Manage changes to
scope.
2. Major Output :
1. WPI
2. CR and Updates
3. Control Schedule
1. Monitor Schedule Performance and Manage changes to
Schedule.
2. Major Output :
1. WPI
2. Schedule Forecast
3. CR and Updates
6. Control Cost
• Monitor Cost Performance and Manage changes to Cost.
• Major Output :
• WPI
• Cost Forecast
• CR and Updates
7. Control Quality
• Ensure project outputs are complete, correct and meet
customer expectations
• Major Output :
• Quality Control Measurements
• Verified Deliverables
• WPI, CR, Updates
M&C Processes
6. Control Resources
• Monitoring the planned versus actual utilization of resources
and taking corrective action as necessary
• Major Output :
• WPI, CR, Updates
7. Monitor Communications
• Ensuring optimal information ow
• Major Output :
• WPI, CR, Updates
8. Monitor Risks
• Monitor implementation of risk response plan and identify
and track new risks
9. Control Procurements
• Monitoring contract performance and making changes and
corrections as appropriate, and
• closing out contracts
• Major Output :
• Closed Procurements
• WPI, CR, Updates
10. Monitor Stakeholder Engagement
• Monitoring project stakeholder relationships, and tailoring
strategies for engaging stakeholders through modication of
engagement strategies
• Major Output :
• Closed Procurements
• WPI, CR, Updates
Important flowcharts

Flow of Change Requests

Important Flowcharts

Closing Process Group

• Close Project or Phase
• Formally complete or close a project, phase, or contract.
• address the early closure of the project, for example,
aborted projects or cancelled projects.
Archive info
• Release resources
• Major Outputs
• Final Product/Service/Result
• Final Report
• OPA updates