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Project Management Process Overview

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the work to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management

Process Closure Process Closure Process Closure Process Closure


Opportunity Assessment Process
Opportunity Assessment Approval

Inputs Opportunity Deliverables (Outputs) Initiating


Assessment
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
investment

Idea Generation

Idea Structuring

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Opportunity Assessment Inputs
Opportunity Assessment Approval

Inputs Opportunity
Deliverables (Outputs) Initiating
Assessment
• To identify, screen, and select
ideas that
• Business Plans - Provide value to the
customers
• Program Plans - Maximize the return on
investment
• Research
Documents
• Requests for
Change
Idea Generation

Idea Structuring

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Opportunity Assessment Outputs
Opportunity Assessment Approval

Inputs Opportunity
Deliverables (Outputs) Initiating
Assessment
• To identify, screen, and select
ideas that
- Provide value to the • Project Initiation
customers Document (Project
- Maximize the return on
investment Request section)
• Lessons Learned
(Opportunity
Assessment)

Idea Generation

Idea Structuring

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Idea Generation
Opportunity Assessment Approval

Inputs Opportunity Initiating


Deliverables (Outputs)
Assessment
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
investment

 Receive and/or Solicit Ideas


Idea Generation  Identify Program Manager
(or equivalent)
 Refine Idea

Idea Structuring

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Idea Structuring
Opportunity Assessment Approval

Inputs Opportunity
Deliverables (Outputs) Initiating
Assessment
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
investment
 Identify Project Sponsor
 Identify High-Level
Requirements and Critical
Success Factors
Idea Generation
 Identify Primary Clients/Users
 Define High Level Business
Benefits
 Identify Related
Idea Structuring Projects/Affected Systems
 Identify Key Stakeholders

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance


 Plan for Next Phase (Initiating)
Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing

 Prepare Project Initiation


• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Document (Project Request


Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach

Project
Cost Management

Quality
Management
Post-Project
Review
section)
Idea Structuring Project Definition HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Opportunity Assessment Approval
Opportunity Assessment Approval

Inputs Opportunity
Deliverables (Outputs) Initiating
Assessment
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
investment
 Prepare for Opportunity
Assessment Approval
Checkpoint Review
 Prioritize Idea
Idea Generation  Obtain Approval to Proceed
 Follow-Up after Opportunity
Assessment Approval
Checkpoint Review

Idea Structuring

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Process Closure
Opportunity Assessment Approval

Inputs Opportunity Deliverables (Outputs) Initiating


Assessment
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
investment

Idea Generation

Idea Structuring

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

 Assess the Opportunity


Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management


Process Closure
Assessment Process
Procurement
Management

Process Closure Process Closure Process Closure Process Closure


Initiating Process
Opportunity Assessment Approval Initiating Approval

Opportunity Inputs Initiating Deliverables (Outputs) Planning


Assessment

• Formally recognize a new project


exists
• Document the Business Area’s
need
• Authorize the work to proceed
• Link the project to ongoing work

Process Start Up

Project Definition

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Initiating Inputs
Opportunity Assessment Approval Initiating Approval

Opportunity Inputs
Assessment Initiating Deliverables (Outputs) Planning

• Formally recognize a new project


exists
• Project Initiation • Document the Business Area’s
Document need
• Authorize the work to proceed
(Project Request • Link the project to ongoing work
section)
• Lessons Learned

Process Start Up

Project Definition

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Initiating Outputs
Opportunity Assessment Approval Initiating Approval

Opportunity Inputs Planning


Initiating Deliverables (Outputs)
Assessment

• Formally recognize a new project


exists
• Document the Business Area’s • Project Initiation
need Document
• Authorize the work to proceed
• Link the project to ongoing work
• Project Charter
• Concept Analysis
Document
• Schedule for Initiating
Process Start Up Process
• Business Case (Initial)
• Lessons Learned
(Initiating)

Project Definition

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Process Start Up
Opportunity Assessment Approval Initiating Approval

Opportunity Inputs Initiating Deliverables (Outputs) Planning


Assessment

• Formally recognize a new project


exists
• Document the Business Area’s
need
• Authorize the work to proceed
• Link the project to ongoing work

 Identify Initiating Process


Participants
Process Start Up
 Review Project Request
Information
 Create Initiating Schedule

Project Definition

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Project Definition
Opportunity Assessment Approval Initiating Approval

Opportunity Inputs Initiating Deliverables (Outputs) Planning


Assessment

• Formally recognize a new project


exists
• Document the Business Area’s
need
• Authorize the work to proceed
• Link the project to ongoing work

 Describe Project Overview


 Describe Project Scope
Process Start Up
 Determine Approach/Strategy
 Define Business Case
 Identify High-Level Project
Risks
Project Definition
 Identify Project Manager
 Plan Next Phase (Planning)
Opportunity
Assessment
Opportunity Assessment Approval

• To identify, screen, and select


Initiating
Initiating Approval

• Formally recognize a new project


Planning
Determine more specifically:
Planning Approval

Executing/
Controlling
• Manage the work performed
Client Acceptance

Closing
• Close project records
 Finalize the Project Initiation
ideas that exists • What needs to be done • Measure and report project • Document lessons learned

Document
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Initiating Approval
Opportunity Assessment Approval Initiating Approval

Opportunity Inputs Deliverables (Outputs) Planning


Assessment Initiating
• Formally recognize a new project
exists
• Document the Business Area’s
need
• Authorize the work to proceed
• Link the project to ongoing work  Prepare for Initiating Approval
Checkpoint Review
 Prioritize Project
 Obtain Approval to Proceed

Process Start Up
 Follow-Up after Initiating
Approval Checkpoint Review
 Commit to the Project

Project Definition

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Process Closure
Opportunity Assessment Approval Initiating Approval

Opportunity Inputs Initiating Deliverables (Outputs) Planning


Assessment

• Formally recognize a new project


exists
• Document the Business Area’s
need
• Authorize the work to proceed
• Link the project to ongoing work

Process Start Up

Project Definition

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure

 Assess the Initiating Process


Management

Project Planning Risk Management

Procurement
Management
Process
Process Closure
Closure
Process Closure Process Closure Process Closure Process Closure
Planning Process
Initiating Approval Planning Approval

Inputs Deliverables (Outputs) Executing/


Initiating Planning Controlling

Determine more specifically:


• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• When it will be implemented
• How much it will cost

Process Start Up

Project Approach

Project
Schedule/Budget

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
• Formally recognize a new project
exists
• Document the Business Area’s
need
• Authorize the IT area to proceed
Determine more specifically:
• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off
• Close project records
• Document lessons learned
• Ensure staff are rewarded
and reassigned
Project Planning
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Planning Inputs
Initiating Approval Planning Approval

Executing/
Initiating Inputs Planning Deliverables (Outputs) Controlling

Determine more specifically:


• What needs to be done
• Project Initiation • How the objectives will be met
Document • Who will be involved in the
solution
• When it will be implemented
• Project Charter • How much it will cost

• Concept Analysis
Document
Process Start Up
• Schedule for
Initiating Process
• Business Case
Project Approach
(Initial)
• Lessons Learned
Project
Schedule/Budget

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
• Formally recognize a new project
exists
• Document the Business Area’s
need
• Authorize the IT area to proceed
Determine more specifically:
• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off
• Close project records
• Document lessons learned
• Ensure staff are rewarded
and reassigned
Project Planning
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Planning Outputs
Initiating Approval Planning Approval

Inputs Executing/
Initiating Planning Deliverables (Outputs)
Controlling

Determine more specifically:


• What needs to be done
• How the objectives will be met • Requirements
• Who will be involved in the Specification
solution
• When it will be implemented
• How much it will cost • Project Schedule/
Timeline
• Project Budget
Process Start Up
• Business Case/Project
Funding Form
• Support Expectations
Project Approach
• Technical Evaluation
• System Diagram
Project
Schedule/Budget
• Project Organizational
Chart
• Communications Matrix
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/

• Lessons Learned
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
• Formally recognize a new project
exists
• Document the Business Area’s
need
• Authorize the IT area to proceed
Determine more specifically:
• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off
• Close project records
• Document lessons learned
• Ensure staff are rewarded
and reassigned
Project Planning
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Process Start Up
Integration
Management
Scope
Management
Project
Completion
(Planning)
Idea Generation Process Start Up Time
Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Process Start Up
Initiating Approval Planning Approval

Inputs Deliverables (Outputs) Executing/


Initiating Planning Controlling

Determine more specifically:


• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• When it will be implemented
• How much it will cost
 Identify Planning Participants

Process Start Up  Prepare for and Conduct


Planning Kick-Off Meeting
 Create Planning Schedule

Project Approach

Project
Schedule/Budget

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
• Formally recognize a new project
exists
• Document the Business Area’s
need
• Authorize the IT area to proceed
Determine more specifically:
• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off
• Close project records
• Document lessons learned
• Ensure staff are rewarded
and reassigned
Project Planning
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Project Approach
Initiating Approval Planning Approval

Inputs Deliverables (Outputs) Executing/


Initiating Planning Controlling
Determine more specifically:
• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• When it will be implemented
• How much it will cost  Define Project Measures of
Success
Process Start Up  Refine Project Scope,
Objectives, and Deliverables
 Define Project Requirements
Project Approach  Identify Project Lifecycle
 Develop Work Breakdown
Structure
Project  Refine Business Case
Schedule/Budget
 Define Project Organization
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance
 Identify Project Team
Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing

Project Planning
 Define Communications
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management

Idea Generation Process Start Up


Process Start Up Scope
Management
Time
Management
Project
Completion
Strategy
Project Approach Cost Management Post-Project
Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Project Schedule/Budget
Initiating Approval Planning Approval

Executing/
Initiating Inputs Planning Deliverables (Outputs)
Controlling

Determine more specifically:


• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• When it will be implemented
• How much it will cost

 Refine the Project WBS


Process Start Up
 Identify Sequence and
Dependencies
 Estimate Work Effort and
Project Approach Duration
 Identify Resource
Requirements
Project Schedule/  Create Project Schedule
Budget
 Establish Project Budget

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance


 Review Project
Opportunity Executing/
Assessment
• To identify, screen, and select
ideas that
- Provide value to the
customers
exists
Initiating
• Formally recognize a new project

• Document the Business Area’s


need
Planning
Determine more specifically:
• What needs to be done
• How the objectives will be met
• Who will be involved in the
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off
Closing
• Close project records
• Document lessons learned
• Ensure staff are rewarded
and reassigned
Project Planning Schedule/Budget
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Project Planning
Initiating Approval Planning Approval

Executing/
Initiating Inputs Planning Deliverables (Outputs) Controlling

Determine more specifically:


• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• When it will be implemented
• How much it will cost

Process Start Up

Project Approach
 Identify Project Constraints
 Identify Project Dependencies
Project
Schedule/Budget
 Identify Project Assumptions
 Identify Project Risks

Opportunity
Opportunity Assessment Approval Initiating Approval Planning Approval

Executing/
Client Acceptance
 Document Management
Initiating Planning Closing
Assessment
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
• Formally recognize a new project
exists
• Document the Business Area’s
need
• Authorize the IT area to proceed
Determine more specifically:
• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off
• Close project records
• Document lessons learned
• Ensure staff are rewarded
and reassigned
Project Planning Approaches
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration

 Determine Change Enablement


Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Approach, if applicable
Post-Project
Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Planning Approval
Initiating Approval Planning Approval

Inputs Executing/
Initiating Planning Deliverables (Outputs)
Controlling

Determine more specifically:


• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• When it will be implemented
• How much it will cost
 Finalize Project Documentation
 Prepare for Planning Approval
Process Start Up Checkpoint Review
 Obtain Approval to Proceed
 Follow-Up after Planning
Project Approach Approval Checkpoint Review
 Commit to the Project

Project
Schedule/Budget

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
• Formally recognize a new project
exists
• Document the Business Area’s
need
• Authorize the IT area to proceed
Determine more specifically:
• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off
• Close project records
• Document lessons learned
• Ensure staff are rewarded
and reassigned
Project Planning
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Process Closure
Initiating Approval Planning Approval

Executing/
Initiating Inputs Planning Deliverables (Outputs) Controlling

Determine more specifically:


• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• When it will be implemented
• How much it will cost

Process Start Up

Project Approach

Project
Schedule/Budget

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select
ideas that
- Provide value to the
customers
- Maximize the return on
• Formally recognize a new project
exists
• Document the Business Area’s
need
• Authorize the IT area to proceed
Determine more specifically:
• What needs to be done
• How the objectives will be met
• Who will be involved in the
solution
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off
• Close project records
• Document lessons learned
• Ensure staff are rewarded
and reassigned
Project Planning
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications

 Assess the Planning Process


Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Executing/Controlling Process
Planning Approval Client Acceptance

Inputs Executing/
Planning Deliverables (Outputs) Closing
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration
Management
Scope
Management

Time Management

Cost Management

Quality
Management

HR Management

Communications
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing
Assessment
• To identify, screen, and select
ideas that
- Provide value to the
• Formally recognize a new project
exists
• Document the Business Area’s
Determine more specifically:
• What needs to be done
• How the objectives will be met
Controlling
• Manage the work performed
• Measure and report project
performance
• Close project records
• Document lessons learned
• Ensure staff are rewarded
Risk Management
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management

Procurement
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Post-Project
Review Management
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Executing/Controlling Inputs
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs) Closing


Planning
Controlling
• Manage the work performed
• Measure and report project
• Requirements performance
Specification • Obtain final client sign-off

Process Start Up
• Project Schedule/Timeline
• Project Budget Integration
Management
• Business Case Scope
Management
• Support Expectations
Time Management
• Technical Evaluation
• System Diagram Cost Management

• Project Organizational Quality


Management
Chart
HR Management
• Communications Matrix
Communications
• Lessons Learned Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing
Assessment
• To identify, screen, and select
ideas that
- Provide value to the
• Formally recognize a new project
exists
• Document the Business Area’s
Determine more specifically:
• What needs to be done
• How the objectives will be met
Controlling
• Manage the work performed
• Measure and report project
performance
• Close project records
• Document lessons learned
• Ensure staff are rewarded
Risk Management
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management

Procurement
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Post-Project
Review Management
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Executing/Controlling Outputs
Planning Approval Client Acceptance

Inputs Executing/ Closing


Planning Deliverables (Outputs)
Controlling
• Manage the work performed
• Measure and report project
performance • Project Documentation
• Obtain final lient sign-off
• Implementation Strategy
Process Start Up
and Plan
Integration
Management
• Deliverables Acceptance
Scope • Lessons Learned
Management (Executing/Controlling)
Time Management

Cost Management

Quality
Management

HR Management

Communications
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing
Assessment
• To identify, screen, and select
ideas that
- Provide value to the
• Formally recognize a new project
exists
• Document the Business Area’s
Determine more specifically:
• What needs to be done
• How the objectives will be met
Controlling
• Manage the work performed
• Measure and report project
performance
• Close project records
• Document lessons learned
• Ensure staff are rewarded
Risk Management
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management

Procurement
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Post-Project
Review Management
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Process Start Up
Planning Approval Client Acceptance

Inputs Executing/
Planning Deliverables (Outputs) Closing
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off
 Coordinate Project Resources
Process Start Up
 Prepare for and Conduct
Integration
Management Implementation Kick-Off
Meeting
Scope
Management  Begin Implementation Planning
Time Management

Cost Management

Quality
Management

HR Management

Communications
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing

Risk Management
Assessment Controlling
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Integration Management
Planning Approval Client Acceptance

Inputs Executing/
Planning Deliverables (Outputs) Closing
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration  Manage Issues


Management
Scope  Manage Change Control
Management
 Manage Project Information
Time Management

Cost Management

Quality
Management

HR Management

Communications
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing

Risk Management
Assessment Controlling
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Scope Management
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs)


Planning Closing
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration
Management  Review Deliverable
Requirements
Scope Management
 Conduct Deliverables Reviews
Time Management
 Complete Deliverable Review
Cost Management Follow-Up

Quality
Management

HR Management

Communications
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing

Risk Management
Assessment Controlling
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Time Management
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs) Closing


Planning
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration
Management
Scope  Collect Actual Progress
Management
 Update Schedule During
Time
Management Control Intervals
Cost Management  Resolve Schedule Conflicts and
Issues
Quality
Management  Review at Project Milestones
HR Management

Communications
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing

Risk Management
Assessment Controlling
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Cost Management
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs) Closing


Planning
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration
Management
Scope
Management

Time Management

Cost
Management  Measure Progress
Quality  Revise Cost Estimates
Management

HR Management

Communications
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing

Risk Management
Assessment Controlling
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Quality Management
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs) Closing


Planning
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration
Management
Scope
Management

Time Management

Cost Management
 Perform Quality Assurance
Quality
Management  Conduct Quality Control
Reviews
HR Management

Communications
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing

Risk Management
Assessment Controlling
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
HR Management
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs) Closing


Planning
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration
Management
Scope
Management

Time Management

Cost Management

Quality
Management

HR Management  Manage Team


Communications  Manage Business Interfaces
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing

Risk Management
Assessment Controlling
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Communications Management
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs) Closing


Planning
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration
Management
Scope
Management

Time Management

Cost Management

Quality
Management

HR Management  Review Project


Communications Communications Plan
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance
 Collect Status and Progress
Opportunity Executing/

Information
Initiating Planning Closing

Risk Management
Assessment Controlling
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

 Distribute Information
Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Risk Management
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs) Closing


Planning
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration
Management
Scope
Management

Time Management

Cost Management

Quality  Identify Additional Risks


Management
 Analyze Additional Risks
HR Management
 Develop Additional Risk
Communications
Management Responses
 Respond to the Actual Risk
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity
Assessment
• To identify, screen, and select
Initiating
• Formally recognize a new project
Planning
Determine more specifically:
Executing/
Controlling
• Manage the work performed
Closing
• Close project records
Risk
Management
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded

Events
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

 Update the Risk Management


Idea Generation Process Start Up Time
Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Log/Database
Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Procurement Management
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs) Closing


Planning
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration
Management
Scope
Management

Time Management

Cost Management

Quality
Management

HR Management
 Ensure Contract Terms are
Communications Fulfilled
Management
Opportunity
Opportunity Assessment Approval

Initiating
Initiating Approval

Planning
Planning Approval

Executing/
Client Acceptance

Closing  Manage Relationship with


Risk Management
Assessment Controlling
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned

Contractor
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

 Perform Contractor Exit


Idea Generation Process Start Up Time
Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Idea Structuring Project Definition Project
HR Management
Schedule/Budget

 Close Out the Contract


HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Client Acceptance
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs) Closing


Planning
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up
 Prepare for Final Deliverable
Review
Integration
Management  Conduct Final Deliverable
Scope
Review
Management
 Obtain Approval to Proceed
Time Management
 Follow-Up After Final
Cost Management
Deliverable Review

Quality
Management

HR Management

Communications
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Initiating Planning Closing

Risk Management
Assessment Controlling
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up

Procurement
Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management

Quality
Management
Post-Project
Review Management
Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management
Process Closure
Process Closure Process Closure Process Closure Process Closure
Process Closure
Planning Approval Client Acceptance

Inputs Executing/ Deliverables (Outputs) Closing


Planning
Controlling
• Manage the work performed
• Measure and report project
performance
• Obtain final client sign-off

Process Start Up

Integration
Management
Scope
Management

Time Management

Cost Management

Quality
Management

HR Management

Communications
Management
Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
• To identify, screen, and select
ideas that
- Provide value to the
exists
Initiating
• Formally recognize a new project

• Document the Business Area’s


Planning
Determine more specifically:
• What needs to be done
• How the objectives will be met
Controlling
• Manage the work performed
• Measure and report project
performance
Closing
• Close project records
• Document lessons learned
• Ensure staff are rewarded
Risk Management
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management

Idea Generation Process Start Up


Process Start Up Scope
Management
Time
Project
Completion
Procurement
Management
Management

Project Approach Cost Management Post-Project


Review
Quality
Management

 Assess the Executing/


Idea Structuring Project Definition Project
HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management


Process Closure
Process Closure Process Closure Process Closure
Procurement
Management

Process Closure Controlling Process


Closing Process
Client Acceptance

Executing/Controlling Inputs Closing Deliverables (Outputs)

• Close project records


• Document lessons learned
• Ensure staff are rewarded
and reassigned

Project
Completion

Post-Project
Review

HR Management
Closure

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management

Process Closure Process Closure Process Closure Process Closure


Closing Inputs
Client Acceptance

Executing/Controlling Inputs Closing Deliverables (Outputs)

• Close project records


• Document lessons learned
• Project • Ensure staff are rewarded
Documentation and reassigned

• Deliverables
Acceptance
• Lessons Learned Project
Completion

Post-Project
Review

HR Management
Closure

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management

Process Closure Process Closure Process Closure Process Closure


Closing Outputs
Client Acceptance

Executing/Controlling Inputs Closing Deliverables (Outputs)

• Close project records


• Document lessons learned
• Ensure staff are rewarded • Project Closeout Report
and reassigned

Project
Completion

Post-Project
Review

HR Management
Closure

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management

Process Closure Process Closure Process Closure Process Closure


Project Completion
Client Acceptance

Executing/Controlling Inputs Closing Deliverables (Outputs)

• Close project records


• Document lessons learned
• Ensure staff are rewarded
and reassigned

 Document Final
Schedule/Budget
Project  Archive Project Files
Completion
 Close Project Logs
 Close Time Reporting System
and Project Database Tool
Post-Project
Review  Populate Existing Knowledge
Bases
 Begin Preparing the Project
Closeout Report
HR Management
Closure

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management

Process Closure Process Closure Process Closure Process Closure


Post-Project Review
Client Acceptance

Executing/Controlling Inputs Closing Deliverables (Outputs)

• Close project records


• Document lessons learned
• Ensure staff are rewarded
and reassigned

 Administer Team Questionnaire


Project  Assess Client Satisfaction
Completion
 Consolidate Lessons Learned
 Prepare for Post-Project
Review
Post-Project
Review  Conduct Post-Project Review
 Follow-up after Post-Project
Review
HR Management  Submit Lessons Learned
Closure

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management

Process Closure Process Closure Process Closure Process Closure


HR Management Closure
Client Acceptance

Executing/Controlling Inputs Closing Deliverables (Outputs)

• Close project records


• Document lessons learned
• Ensure staff are rewarded
and reassigned

Project
Completion

 Conduct Final Reviews and


Post-Project Evaluations
Review
 Acknowledge/Recognize
Project Participants
 Release Project Resources
HR Management
Closure

Opportunity Assessment Approval Initiating Approval Planning Approval Client Acceptance

Opportunity Executing/
Assessment
Initiating Planning Controlling
Closing
• To identify, screen, and select • Formally recognize a new project Determine more specifically: • Manage the work performed • Close project records
ideas that exists • What needs to be done • Measure and report project • Document lessons learned
- Provide value to the • Document the Business Area’s • How the objectives will be met performance • Ensure staff are rewarded
customers need • Who will be involved in the • Obtain final client sign-off and reassigned
- Maximize the return on • Authorize the IT area to proceed solution
investment • Link the project to ongoing work • When it will be implemented Process Start Up
• How much it will cost

Integration
Management
Project
Process Start Up Scope Completion
Management

Idea Generation Process Start Up Time


Management

Project Approach Cost Management Post-Project


Review
Quality
Management

Idea Structuring Project Definition Project


HR Management
Schedule/Budget
HR Management
Communications Closure
Management

Project Planning Risk Management

Procurement
Management

Process Closure Process Closure Process Closure Process Closure

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