Key activities: Develop Project Charter
- identify stakeholders
- define scope
- define project objectives, constraints, and success criteria
- documenting risks
- meet with key stakeholders (confirm high-level requirements, scope, risks, assumptions, and issues)
Inputs: Develop Project Charter
- business documents (business case, benefits management plan)
- agreements
- OPAs
- EEFs
Business Case Components
- business need
- why project was selected
- how project fits into strategic goals
- how it brings value to the organization
- assumptions and contsraints
Benefits Management Plan
- identifies desired benefits from a project (economic and intangible)
- explains how benefits will be maximized and sustained.
- defines metrics and processes for measuring benefits
Benefits of Project Charter
- clarifies understandting re: major deliverables and milestones
- defines key roles and responsibilities for project
- gives PM authority to spend money
- gives PM authority to commit resources
- provides objectives, high-level requirements, and success criteria for project
- links project to ongoing work of the organization
Outputs: Develop Project Charter
- Project Charter
- Assumption Log
Project Management Plan
Defines how the project is executed, monitored, and controlled
Components of Project Management Plan
- Management plans for each knowledge area
- Requirements management plan
- Change management plan
- Confirguration management plan
- Performance measurement baselines (Scope, Schedule, Cost)
- Project Life Cycle description (phases)
- Development approach
Scope Baseline
scope statement, WBS, WBS dictionary
Schedule Baseline
agreed upon schedule, start and stop dates for each activity, and scheduled milestones
Cost Baseline
time-phased cost budget (indicates how much money is approved and when funds are required and available)
Performance Managment Baseline
Scope Baseline, Schedule Baseline & Cost Baseline
What should you do if a project deviates from established baselines?
Correct answer on exam is likley review the project’s risk management process.
Deviation from baselines are often due to incomplete risk identification & risk management
Key activities: Direct & Manage Project Work
- complete activities & deliverables in project mgmt plan
- gathering work performance data
- creating and using the issue log
- requesting changes
- completing the work resulting from approved change requests
- managing the execution of plans for the specific knowledge areas
Requirements Management Plan
- defines how requirements will be gathered, analyzed, prioritized, evaluated, and documented
- how requirements will be managed and controlled throughout the project
Change Management Plan
documents how changes will be managed and controlled; includes
- change control procedures
- approval levels for authorizing challenges
- change control board (and board member roles)
- plan for how changes will be managed and controls
- org tools for tracking and controlling changes
- how to report outcome of changes requests
- emergency change process
Configruation Management Plan
defines naming conventions, the version control system, document storage and retrieval system, and details how to manage changes to documentation
Project Documents
any project-related documents that are not part of the project management plan
Kickoff Meeting
- announce the start of the project
- ensure everyone is familiar with the details (including project objectives, stakeholder roles, and responsibilities)
- ensure a commitment to the project from everyone
- typically reviews milestones, risk, comms plan, and meeting schedule
Inputs: Develop Project Management Plan
- project charter
- outputs from other projects
- EEFs
- OPAs
Outputs: Develop Project Management Plan
Project Management Plan
Inputs: Direct & Manage Project Work
- PM Plan
- Project Docs
- Approved Change Requests
- EFFs
- OPAs
Outputs: Direct & Manage Project Work
- Deliverables
- Work Performance Data
- Issue Log
- Change Requests
- PM Plan Updates
- Project Docs Updates
- OPA updates
PMIS
Performance management information system
includes automated tools, such as scheduling software, a configuraiton management system, shared workspaces for file storage or distribution, work authorizaiton software, time-tracking software, procurement management software and repositories for historical information
