Operational Project Management Maturity

ORGANIZATIONAL PROJECT MANAGEMENT MATURITY MODEL (O
SPREADSHEETS DESCRIPTION
WHAT IS OPM?
WHAT IS OPM3?
OPM3 BENEFITS
OPM3 PRIMARY PHYSICAL

PARTS
HOW DOES IT WORK?
COMMITMENT REQUIRED TO
OPM3
PURPOSE AND SCOPE
IMPLEMENTING STRATEGY
THROUGH OPM3
ORGANIZATIONAL MATURITY
OPM3 INTRODUCTION STEPS
WHAT ARE BEST PRACTICES?
HOW BEST PRACTICES CAN

BE USED?
CAPABILITIES, OUTCOMES
AND KPIs
DEPENDENCIES AMONG BEST
PRACTICES AND
CAPABILITIES
BEST PRACTICES AND

CAPABILITIES
CARACTERIZATION
PROJECTS, PROGRAMS AND

PORTFOLIOS
EXPLANATION OF
DIRECTORIES
OPM3 CYCLE
SELF ASSESSMENT 1
SELF ASSESSMENT 2
SELF ASSESSMENT 3
SELF ASSESSMENT 4
SELF ASSESSMENT 5
SELF ASSESSMENT 6
SELF ASSESSMENT 7
SELF ASSESSMENT 8
SELF ASSESSMENT 9
SELF ASSESSMENT 10
SELF ASSESSMENT 11
SELF ASSESSMENT 12
STANDARDIZE PROJECTS
BEST PRACTICES 1
BEST PRACTICES 2
BEST PRACTICES 3
MEASURE PROJECTS BEST
PRACTICES 4
MEASURE PROJECTS BEST

PRACTICES 5
CONTROL PROJECTS BEST

PRACTICES 6
CONTROL PROJECTS BEST

PRACTICES 7
IMPROVE PROJECTS BEST

PRACTICES 8

PRACTICES 9

PRACTICES 10
STANDARDIZE PROGRAMS
BEST PRACTICES 11
BEST PRACTICES 12
BEST PRACTICES 13
MEASURE PROGRAMS BEST

PRACTICES 14
MEASURE PROGRAMS BEST

PRACTICES 15
CONTROL PROGRAMS BEST

PRACTICES 16
CONTROL PROGRAMS BEST

PRACTICES 17
IMPROVE PROGRAMS BEST
PRACTICES18

PRACTICES 19

PRACTICES 20
STANDARDIZE PORTFOLIO
BEST PRACTICES 21
BEST PRACTICES 22
BEST PRACTICES 23
MEASURE PORTFOLIO BEST

PRACTICES 24
MEASURE PORTFOLIO BEST
PRACTICES 25
CONTROL PORTFOLIO BEST

PRACTICES 26
CONTROL PORTFOLIO BEST

PRACTICES 27
IMPROVE PORTFOLIO BEST

PRACTICES28

PRACTICES 29

PRACTICES 30
ANIZATIONAL PROJECT MANAGEMENT MATURITY MODEL (OPM3)
SPREADSHEETS DESCRIPTION
Organizational Project Management
What is OPM3
OPM3 Benefits
Primary Physical Parts of OPM3
How does OPM3 works?
Required Commitment to Implement OPM3

OPM3 Purpose and Scope
Implementing Strategy Through OPM3
Organizational Maturity
Introduction to OPM3 Steps
What are Best Practices?
How Best Practices Can be Used?
Capabilities, Outcomes and Key Performance Indicators

Dependencies Among Best Practices and Capabilities
Caracterization of Best Practices and Capabilities within OPM3
Projects, Programs and Portfolios
Explanation of Directories
OPM3 Cycle
Self Assessment Questions 1


Standardize Projects Best Practices 1

Measure Projects Best Practices 4
Measure Projects Best Practices 5
Control Projects Best Practices 6
Control Projects Best Practices 7
Improve Projects Best Practices 8

Standardize Programs Best Practices 11
Measure Programs Best Practices 14
Measure Programs Best Practices 15
Control Programs Best Practices 16
Control Programs Best Practices 17

Improve Programs Best Practices 18
Standardize Portfolio Best Practices 21
Measure Portfolio Best Practices 24

Measure Portfolio Best Practices 25
Control Portfolio Best Practices 26
Control Portfolio Best Practices 27
Improve Portfolio Best Practices 28

TO GO
SPREADSHEET
TO THIS
SPREAD
TO GO TO THIS
SHEET
1 Land & Site Development
2 Land & Site Development (2)
3 Civil Engineering Capital Projects Activities
4 Civil Engineering Capital Projects Activities (2)

7 Buildings & Services Activities
8 Buildings & Services Activities (2)
9 Structural in capital project Activites
10 Plant and Equipment Activities Checklist
12 Plant and Equipment Activities Checklist (2)

15 Mechanical Services Activities in Capital Projects
16 Mechanical Services Activities in Capital Projects (2)

24 Electrical Services Activities in Capital Projects
25 Electrical Services Activities in Capital Projects (2)

28 Instrumentation Activities in Capital Projects
29 Instrumentation Activities in Capital Projects (2)
34 Remote Fabrication Activities in Capital Projects

35 Remote Fabrication Activities in Capital Projects (2)
36 Insulation Activities in Capital Projects
37 Protective Coatings Activities in Capital Projects
38 Offsite Facilities Activities in Capital Projects
39 Offsite Facilities Activities in Capital Projects (2)
40 Import - Export Pipelines Activities in Capital Projects
41 Import - Export Pipelines Activities in Capital Projects (2)

42 Import - Export Pipelines Activities in Capital Projects (3)
43 Import - Export Loading Facilities Activities
44 Operational & General Services Activities in Capital Proje
47 Temporary & Common Site Facilities Activity in Capital P
48 Temporary & Common Site Facilities Activity in Capital P

49 Infrastructure Activities in Capoital Projects
50 Modifications & Alteration Activities in Capital Projects
51 Spares Activites in Capital Projects
52 Engineering Design & Procurement Activities in Capital P

56 Construction Management & Charges Activities in Capita
57 Construction Management & Charges Activities in Capita
58 Contract Conditions Activities in Capital Projects
59 Overseas Activities in Capital Projects
60 Overseas Activities in Capital Projects (2)
61 Commissioning Activities in Capital Projects

ts Activities (2)
ts Activities (3)
ts Activities (4)
Checklist (3)
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Figure 3-4
Figure 3-5
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Figure 4.1
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1. Are the sponsor and other stakeholders involved in s
in the best interests of all stakeholders?
2. Does your organization consider risk during project s
3. Are your organization's goals and objectives commun

project teams?
4. Do the projects in your organization have clear and m

time, cost, and quality?
5. Does your organization continuously improve the qua

satisfaction?
6. Does your organization have policies that describe th

control, and continuous improvement of project manage
7. Has your organization fully integrated the PMBOK Gu

management methodology?
8. Does your organization use project management pro

that is relevant and effective for each project?
9. Does your organization use data internal to the proje

and industry data to develop models for planning and re
10. Does your organization establish the project manag
11. Does your organization establish standard cross-fun
12. Does your organization create a work environment

encourages project teams to take calculated risks when
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126. Does your organization establish and use measurements
planning core processes (project plan development, scope pla
activity definition, activity sequencing, activity duration estima
resource planning, cost estimating, cost budgeting, risk mana

planning facilitating processes (quality planning, organizationa
communications planning, risk identification, qualitative risk an
analysis, risk response planning, procurement planning, solici

executing core processes (project plan execution)?
129. Does your organziation establish and use measurements

executing facilitating processes (quality assurance, team deve
distribution, solicitation, source selection, contract administrat
130. Does your organziation establish and use measurements

controlling core processes (performance reporting, integrated
controlling facilitating processes (scope verification, scope cha
controls, cost control, quality control, risk monitoring and cont

closing processes (contract closeout, administrative closure)?
133. Does your organization establish and execute controls a

the stability of initiation processes (initiation process)?

the stability of planning core processes (project plan developm
definition, activity definition, activity sequencing, activity durat
development, resource planning, cost estimating, cost budget
planning)?

the stability of planning facilitating processes (quality planning
staff acquisition, communications planning, risk identification,
quantitative risk analysis, risk response planning, procuremen
planning)?

the stability of executing core processes (project plan executio
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STANDARDIZE PROJECTS BEST PRACTICES 1

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BP ID TITLE DESCRIPTION
1000 Establish Organizational The organization has policies describing

Project Management the standarization, measurement, control,
Policies and continuous improvement of
organizational project management
processess.
1010 Project Initiation Process Project Initiation Process standards are

Standarization established.
1020 Project Plan Develoment Project Plan Development Process

Process Standarization Standards are established
1030 Project Scope Planning Project Scope Planning Process

Process Standarization Standards are established.
1040 Project Scope Definition Project Scope Definition standards are

Process Standarization established.
1050 Projecgt Activity Defintion Project Activity Definition Process

Process Standarization standards are established.
1060 Project Activity Project Activity Sequencing Process

Sequencing Process standards are established.
Standarization
1070 Project Activity Duration Project Activity Duration Estimating

Estimating Process Process standards are established.
Standarization
1080 Project Schedule Project Schedule development Process

development Process standards are established.
Standarization
1090 Project Resource Project Resource Planning Process

Planning Process standards are established.
Standarization
1100 Project Cost Estimating Project Cost Estimating Process

1110 Project Cost Budgeting Project Cost Budgeting Process

1120 Project Risk Management Project Risk Management Planning

Planning Process Process standards are established.
Standarization
1130 Project Quality Planning Project Quality Planning Process

1140 Project Organizational Project Organizational Planning Process

Planning Process standards are established.
Standarization
1150 Project Staff Acquisiton Project Staff Acquisition Process

1160 Project Communications Project Communications Planning

Planning Process Process standards are established.
Standarization
1170 Project Risk Identification Project Risk Identification Process

BP ID TITLE
1080 Project Qualitative Risk

Analysis Process
Standarization
1190 Project Quantitative Risk

Analysis Process
Standarization
1200 Project Risk Response

Planning Process
Standarization
1210 Project Procurement

Planning Process
Standarization
1220 Project Solicitation

Planning Process
Standarization
1230 Project Plan Execution

Process Standarization
1240 Project Quality Assurance
1250 Project Team

Development Process
Standarization
1260 Project Information

Distribution Process
Standarization
1270 Project Solictiation

1280 Project Source Selection

1290 Project Contract

Administration Process
Standarization
1300 Project Performance

Reporting Process
Standarization
1310 Project Integrated Change

Control Process
Standarization
1320 Project Scope Verification

1330 Project Scope Change

Control Process
Standarization
1340 Project Schedule Control

1350 Project Cost Control

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EST PRACTICES 2
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DESCRIPTION
Project Qualitative Risk

Analysis Process standards
are established.
Project Quantitative Risk

are established.
Project Risk Response

Planning Process standards
are established.
Project Procurement
are established.
Project Solicitation Planning

Process standards are
established.
Project Plan Execution

established.
Project Quality Assurance
established.
Project Team Development

established.
Project Information
Distribution Process standards
are established.
Project Solicitation Process

standards are established.
Project Source Selection

established.
Project Contract
Project Performance Reporting

established.
Project Integrated Change

Control Process standards
are established.
Project Scope Verification

established.
Project Scope Change

Control Process standards
are established.
Project Schedule Control

established.
Project Cost Control Process

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1360 Project Quality Control Project Quality Control Process

1370 Project Risk Monitoring Project Risk Monitoring and

and Control Process Control Process standards are
1380 Project Contract Closeout Project Contract Closeout

Process Standarization Process standards are
established.
1390 Project Administrative Project Administrative Closure

Closure Process Process standards are
1400 Staff Projects with The organization provides projects

Competent Resources with an adequate workforce with
the right level of competence for
each project-relatecd role.
1410 Manage Project Resource The organization has the

Pool mechanisms, systems, and
processes that provide project
with professional project managers
project team members.
1420 Establish Role of Project The organization establishes the

Manager role of project manager for all
projects.
1430 Establish Project Manager The Organization established a

Competency Processes process to ensure project
managers have sufficient
knowledge and experience.
1440 Determine Project Scope The project Manager and sponsor

make decisions that determine
the project scope.
1450 Establish Strong Sponsors actively participate in

Sponsorship supporting the project.
1460 Apply Project Management The organization applies

Process Flexibly processes in a manner that is
relevant to each project.
1470 Define Project Team The organization has a standard

Structure project team structure definition.
1480 Use Teamwork Cross functional teams carry out

the organizational activities.
1490 Integrate PMBOK Guide The organziation integrates the

Knowledge Areas PMBOK Guide knowledge areas
fully into its project management
methodology.
1500 Manage Using Project The organization has processes,

Processes. structures, and practives that
allow individual projects to be
effectively managed.
1510 Consider Stakeholder The organization bases decisions

Interests on the interests of all its
stakeholders.
1520 Communicate the The organization communicates

Organization's Direction its goals, strategies, project
assignments, and work
interdependencies to project
teams.
1530 Use formal performance The organization uses formal

assessment processes and procedures to
assess performance.
1540 Include Strategic Goals Objectives of projects include

into Project Objectives explicit strategic goals in addition
to time, cost, and quality.
1550 Use Standard Planning The organization creates a

Baseline standard project planning
baseline
1560 Align projects to strategic The organizaltion ensures that

objectives projects align with the
organization's strategic objective.
1570 Set Project Objective Project resources have clear,

measurable objectives.
1580 Improve Quality to Achieve The organization continuously

Customer Satisfaction improves quality to achieve
customer satisfaction.
1590 Record Project Resource The organization has a formal

Assignments process for assigning resources
to projects and recording
assignments.
1600 Agree on Core Project The organization selects a core

Management Techniques set of Project Management
techniques to which it adapts
and evolves over time. The
Organization also permits these
techniques to be tailored based
upon the specific needs of the
project.
1610 Assess Project Risks The organization evaluates

impact of risks on project
viability.
1620 Quantity Specifications The organization develops

quantifiable specifications.
1630 Establish Mathematical The organization establishes

Models for Planning and uses mathematical models
for planning and replanning.
1640 Optimize Portfolio The organization's portfolio is

Management reviewed on a regular basis to
ensure optimization against the
strategic goals.
1650 Align Projects The organization aligns all

projects with organizational
strategies.
1660 Understand Project Project Managers understand

Strategy Alignment the strategy for their projects
and how their project strategies
support the organization
strategies.
1670 Know Inter-Project Plan Project Managers know the

goal and plans of all projects
related to their own projects.
This allows them to explore
alternative ways to avoid
conflicts while still satisfying
goals.
1680 Adhere to Inter-Project Project Managers adhere to

Rules of Conduct appropriate rules of conduct
including definitions of privilege
and responsibility for
communication and action. The
rules define the standard
processes for collaboration and
communication.
1690 Estimate Project Task The project managers estimate

Duration best, worst, and most likely
durations for project tasks.
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MEASURE PROJECTS BEST PRACTICES 4
1700 Project Initiation Process Project Initiation Process

Measurement measures are established,
assembled and analyzed.
1710 Project Plan Development Project Plan Development

Process Measurement Process measures are
established, assembled and
analyzed.
1720 Project Scope Planning Project Scope Planning Process

Process Measurement measures are established,
assembled, and analyzed.
1730 Project Scope Definition Project Scope Definition Process

1740 Project Activity Project Activity Definition Process

Definition Process measures are established,
Measurement assembled, and analyzed.
1790 Project Cost Estimating Project Cost Estimating

established, assembled and
analyzed.
1800 Project Cost Budgeting Project Cost Budgeting

Process Measurement Process Measures are
established, assembled,
and analyzed.
1810 Project Risk Project Risk Management

Management Planning Planning Process measures
Process Measurement are established, assembled,
and analyzed.
1820 Project Quality Planning Project Quality Planning

and analyzed.
1830 Project Organizational Project Organizational

Planning Process Planning Process measures
Measurement are established, assembled,
and analyzed.
1840 Project Staff Acquisiton Project Staff Acquisition

established, assembled, and
analyzed.
1850 Project Communications Project Communications

and analyzed.
1860 Project Risk Identification Project Risk Identification

analyzed.
1870 Project Qualitative Risk Project Qualitative Risk

Analysis Process Analysis Process Measures
and analyzed.
1880 Project Quantitative Risk Project Quantitative Risk

Analysis Process Analysis Process Measures
and analyzed.
1890 Project Risk Response Project Risk Response

and analyzed.
1900 Project Procurement Project Procurement

and analyzed.
1910 Project Solicitation Project Solicitation Planning

Planning Process Process measures are
Measurement established, assembled,
and analyzed.
1920 Project Plan Execution Project Plan Execution

and analyzed.
1930 Project Quality Project Quality Assurance

Assurance Process Process measures are
Measurement established, assembled, and
analyzed.
1940 Project Team Project Team Development

Development Process Process Measures are
analyzed.
1950 Project Information Project Information

Distribution Process Distribution Process measures
and analyzed.
1960 Project Solicitation Project Solicitation Process

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MEASURE PROJECTS BEST PRACTICES 5
1970 Project Source Project Source Selection

Selection Process Process measures are
Measurement established, assembled,
and analyzed.
1980 Project Contract Project Contract Administration

Administration Process Process measures are
analyzed.
1990 Project Performance Project Performance Reporting

Reporting Process Process measures are
analyzed.
2000 Project Integrated Project Integrated Change

Change Control Control Process measures are
Process Measurement established, assembled, and
analyzed.
2010 Project Scope Project Scope Verification

Verification Process Process measures are
analyzed.
2020 Project Scope Change Project Scope Change Control

Control Process Process measures are
analyzed.
2030 Project Schedule Project Schedule Control

Control Process Process measures are
analyzed.
2040 Project Cost Control Project Cost Control Process

2050 Project Quality Control Project Quality Control

analyzed.

and Control Process Control are established,
2070 Project Contract Project Contract Closeout

Closeout Process Process measures are
analyzed.

Closure Process Process measures are
analyzed.
2090 Adhere to Project The organization adheres to a

Management standard set of project
Methodology management methodology,
processes, and procedures.
2100 Provide Course The organization has a system

Correction that provides information for
decisions about course
correction and terminating
projects.
2110 Track the Return on The organization demonstrates

Investment the return on investment from
undertaking programs and
projects.
2120 Use Formal Performance The organization uses and

System maintains a formal performance
system to evaluate individuals
and project teams.
2130 Assess Project Baseline The organization analyzes the

Variance Impact impacts of project baseline
variances on strategic goals.
2140 Define and Review The organization defines and

Project Goals reviews project goals to ensure
they are consistent and
attainable.
2150 Managed Project The organization defines

Success Criteria success criteria at the start of
the project and are managed,
and remain visible, throughout
the project.
2160 Review Projects against The organization has gateways

Continue or Terminate where deliverables are assessed
criteria and the projects are allowed to
continue or need to be stopped.
2170 Prioritize Projects A project prioritization process

is used to directly link projects
to the organization goals.
2180 Link Performance The organization assesses team

Measurement to Project and individual performance and
Cycles makes awards according to
project structures, achievements
and timescales which do not
necessarily align with calendar
cycles.
2190 Benchmark Project The organization identifies

Performance Against external standards against which
Industry Standards they measure project performance
2200 Establish Risk The organization utilizes Risk

Management Management Techniques to take
measurements and assess the
impact of risk during project
execution.
2210 Measure Consistently The organization has a standard

approach, valuation, format, and
meaning for project metrics.
2220 Measure Accuracy Project teams extract and test the

accuracy of all metrics using
internal and external methods.
2230 Analyze and Track The analysis and tracking of past

Return on Investment investments demonstrates a
benefitial return.
CONTROL PROJECTS BEST PRACTICES 6
BP ID TITLE
2240 Project Initiation Process

Control
2250 Project Plan Development

Process Control
2260 Project Scope Planning

Process Control
2270 Project Scope Definition

Process Control
2280 Project Activity Definition

Process Control
2290 Project Activity
Sequencing Process
Control
2300 Project Activity Duration

Estimating Process
Control
2310 Project Schedule

Development Process
Control
2320 Project Resource Planning

Process Control
2330 Project Cost Estimating

Process Control
2340 Project Cost Budgeting

Process Control
2350 Project Risk Management
Planning Process Control
2360 Project Quality Planning

Process Control
2370 Project Organizational

2380 Project Staff Acquisition

Process Control
2390 Project Communications

2400 Project Risk Identification
Process Control
2410 Project Qualitative Risk

Analysis Process Control

Analysis Process Control
2430 Project Risk Response

2440 Project Procurement

2460 Project Plan Execution

Process Control
2470 Project Quality Assurance

Process Control
2480 Project Team Development

Process Control

Control
Control

Process Control
2510 Project Source Selection

Process Control
2520 Project Contract

Control
2530 Project Performance

Reporting Process Control
2540 Project Integrated Change

Control Process Control
2550 Project Scope Verification
Process Control
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RACTICES 6
DESCRIPTION
Project Initiation Process Controls

are established and executed to
control the stability of the process.
Project Plan Development Process

controls are established and
executed to control the stability
of the process.
Project Scope Planning Process

of the process.
Project Scope Definition Process

of the process
Project Activity Definition Process

executed to control the stability of
the process.
Project Activity Sequencing
Process controls are established
and executed to control the
stability of the process.
Project Activity Duration

Estimating Process controls are
established and executed to
Project Schedule Development

Project Resource Planing Process

the process.
Project Cost Estimating Process

of the process.
Project Cost Budgeting Process

the process.
Project Risk Management

Planning Process controls are
Project Quality Planning

Process controls are
control the stability of the
process.
Project Organizational Planning

of the process.
Project Staff Acquisition

process.
Project Communications
process.
Project Risk Identification

process.
Project Qualitative Risk Analysis

Project Quantitative Risk

Analysis Process controls are
process.
Project Risk Response Planning

and exectued to control the
Project Procurement Planning

Project Solicitation Planning

Project Plan Execution Process

of the process.
Project Quality Assurance

Project Team Development

Project Information Distribution

Project Information Distribution
Project Solicitation Process

executed to control the
Project Source Selection

Project Contract Administration

Project Performance Reporting

Project Integrated Change

Control Process controls are
process.
Project Scope Verification

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CONTROL PROJECTS BEST PRACTICES 7

Control Process Process controls are established
Control and executed to control the
2570 Project Schedule Project Schedule Control Process

Control Process controls are established and
Control executed to control the stability
of the process.

Process Control controls are established and
of the process.

of the process.

and Control Process Control Process controls are
Control established and executed to
process.
2610 Project Contract Project Contract Closeout Process

Closeout Process controls are established and
of the process.

Closure Process Process controls are established
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IMPROVE PROJECTS BEST PRACTICES 8
2630 Project Initiation Project Initiation Process problem

Process Improvement areas are assessed, process
improvement recommendations are
collected, and process
improvements are implemented.
2640 Project Plan Project Plan Development Process

Development Process problem areas are assessed,
Improvement process improvement
recommendations are collected
and process improvements are
implemented.
2650 Project Scope Project Scope Planning Process

Planning Process problem areas are assessed,
recommendations are collected,
implemented.
2660 Project Scope Project Scope Definition Process

Definition Process problem areas are assessed,
implemented.
2670 Project Activity Project Activity Definition Process

Definition Process Areas are assessed,
implemented.
2680 Project Activity Project Activity Sequencing

Sequencing Process Process problem areas are
Improvement assessed,
process improvement
implemented.
2690 Project Activity Project Activity Duration Estimating

Duration Estimating Process problem areas are
Process Improvement assessed,
process improvement
implemented.
2700 Project Schedule Project Schedule Development

Development Process Process problem areas are
Improvement assessed,
process improvement
implemented.
2710 Project Resource Project Resource Planning Process

implemented.
2720 Project Cost Estimating Project Cost Estimating Process

Process Improvement problem areas are assessed,
process improvement
implemented.
2730 Project Cost Budgeting Project Cost Budgeting Process

implemented.
2740 Project Risk Project Risk Management

Management Plannning Planning Process problem areas
Process Improvement are assessed,
implemented.
2750 Project Quality Project Quality Planning

Planning Process Process problem areas are
Improvement assessed, process improvement
implemented.
2760 Project Organizational Project Organzational Planning

implemented.
2770 Project Staff Acquisition Project Staff Acquisiton Process

implemented.
2780 Project Communications

Planning Process Planning Process problem areas
Improvement are assessed, process
improvement recommendations
are collected, and process
2790 Project Risk ID Project Risk ID Process problem

Process Improvement areas area assessed, process
2800 Project Qualitative Risk Project Qualitative Risk Analysis

Analysis Process Process problem areas are
implemented.

Analysis Process Analysis Process problem areas
Improvement are assessed,
process improvement
implemented.
2820 Project Risk Response Project Risk Response Planning

implemented.
2830 Project Procurement Project Procurement Planning

implemented.
2840 Project Solicitation Project Solicitation Planning

implemented.
2850 Project Plan Execution Project Plan Execution Process

Process Improvement problems areas are assessed,
process improvement
implemented.
2860 Project Quality Project Quality Assurance

Assurance Process Process problem areas are
implemented.
2870 Project Team Project Team Development

implemented.
2880 Project Information Project Information Distribution

Distribution Process Process problem areas are
implemented.
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IMPROVE PROJECTS BEST PRACTICES 9 Info!A1
2890 Project Solicitation Project Solicitation Process

process improvement
recommendations collected, and
process improvements are
implemented.
2900 Project Source Project Source Selection

Selection Process Process problem areas are
implemented.
2910 Project Contract Project Contract Administration

Administration Process Process problem areas are
implemented.
2920 Project Performance Project Performance Reporting

Reporting Process Process problem areas are
implemented.
2930 Project Integrated Project Integrated Change

Change Control Control Process problem areas
Process Improvement are assessed, process
2940 Project Scope Project Scope Verification

Verification Process Process problem areas are
implemented.

Control Process Process problem areas are
implemented.
2960 Project Schedule Project Schedule Control

Control Process Process problem areas are
implemented.

process improvement
implemented.

process improvement
implemented.

and Control Process Control Process problem areas
3000 Project Contract Project Contract Closeout

Closeout Process Process problem areas are
implemented.

Closure Process Process problem areas are
implemented.
3020 Quantify Lessons The organization quantifies

Learned lessons learned.
3030 Capture and Share The organization collects and

Lessons Learned shares lessons learned form
projects, programs, and
portfolios
3040 Apply Lessons The project teams capture,

Learned assess, retrieve, and apply
lessons learned.
3050 Perform Benchmarking The organization uses the

to Improve Performance technique of benchmarking to
continually improve project
performance.
3060 Select Projects Based The organization selects projects

on Organizational Best taking into account the best
Interests interest of both the customer
and the organization.
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IMPROVE PROJECTS BEST PRACTICES 10 Info!A1
3070 Encourage Risk The organization encourages

Taking project teams to take calculated
risks that enhance project
performance.
3080 Supportive Team The organization creates a

Environement work environment that supports
personal and professional
achievement.
3090 Build Trust The organization creates a

work environment that fosters
teamwork and builds trust.
3100 Provide Technical The organization provides

Administrative Support technical administrative
support to project teams.
3110 Allocate Resource The organization mobilizes

According to Strategic project resources behind
Objectives strategic objecives.
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STANDARDIZE PROGRAMS BEST PRACTICES 11 Info!A1
3120 Program Initiation Program Initiation Process

Process Standardization standards are established.
3130 Program Plan Program Plan Development

Development Process Process standards are
3140 Program Scope Program Scope Planning

Planning Process Process standards are
3150 Program Scope Program Scope Definition

Definition Process Process standards are
Standardization established.
3160 Program Activity Program Activity Definition

Definition Process Process standards are
3170 Program Activity Program Activity Sequencing

Sequencing Process Process standards are
3180 Program Activity Program Activity Duration

Duration Estimating Estimating Process standards
Process Standardization are established.
3190 Program Schedule Program Schedule Development

Development Process Process standards are
3200 Program Resource Program Resource Planning

3210 Program Cost Program Cost Estimating

Estimating Process Process standards are
3220 Program Cost Program Cost Budgeting

Budgeting Process Process standards are
3230 Program Risk Program Risk Management

Management Planning Planning Process standards
Process Standardization are established.
3240 Program Quality Program Quality Planning

3250 Program Organizational Program Organizational

Planning Process Planning Process standards
Standardization are established.
3260 Program Staff Program Staff Acquisition

Acquisition Process Process standards are
3270 Program Communications Program Communications

Standarization are established.
3280 Program Risk ID Process Program Risk ID Process

Standarization standards are established.
3290 Program Qualitative Risk Program Qualitative Risk

Analysis Process Process standards are
3300 Program Quantitative Risk Program Quantitative Risk

Analysis Process Analysis Process standards
3310 Program Risk Response Program Risk Response

3320 Program Procurement Program Procurement

3330 Program Solicitation Program Soliciation

3340 Standardize Program Plan Program Plan Execution

Quality Assurance Process standards are
Process established.
3350 Standardize Program Program Quality Assurance

Quality Assurance Process standards are
3360 Standardize Program Program Team Development

Team Development Process standards are
3370 Standardize Program Program Information

Information Distribution Distribution Process
Process standards are established.
3380 Standardize Program Program Solicitation Process

Solicitation Process standards are established.
3390 Standardize Program Program Source Selection

Source Selection Process Process standards are
established.
3400 Standardize Program Program Contract

Contract Administration Administration Process
3410 Standardize Program Program Performance

Performance Reporting Reporting Process standards
Process are established.
3420 Program Integrated Change Program Integrated Change

Control Process Control Process standards
Standardization are established.
3430 Standardize Program Program Scope Verification

Scope Verification Process Process standards
are established.
RETURN
STANDARDIZE PROGRAMS BEST PRACTICES 12 Info!A1
3440 Program Scope Program Scope Change

Change Control Process Control standards are
3450 Program Schedule Program Schedule Control

Control Process Process standards are
3460 Program Cost Control Program Cost Control Process

3470 Program Quality Control Program Quality Control

Process Standardization Process standards are
established.
3480 Program Risk Program Risk Monitoring and

Monitoring and Control Control Process standards are
Process Standardization established.
3490 Program Contract Program Contract Closeout

Closeout Process Process standards are
3500 Program Administrative Program Administrative Closure

STANDARDIZE PROGRAMS BEST PRACTICES 13
3510 Optimize Project Results The organiza

Through Organizational optimizes pro
Structure all projects. I
necessary to
communicati
3520 Assess Confidence in Portfolio and

Plans assess the c
plans.
3530 Understand Program Program Man

Strategic Alignment the strategy f
and how the
supports the
strategies.
3540 Aware of Inter-Program Program Man

Plan the goals and
programs tha
organization'
enabling thos
explore altern
conflicts whil
goals.
3550 Adhere to Inter-program Program Man
Protocol Agreements appropriate r
(including de
and responsi
communicati
define how p
managers co
communicate
3560 Manage Projects Using The organiza

a Common Set of set of proces
Processes manage and
projects.
3570 Manage Related Projects Processes, s

practices allo
between proj
coordinated.
3580 Align Program The organiza

Management with its projects, p
Business Strategies portfolios rela
strategies.
RETURN
Info!A1
PRACTICES 13
DESCRIPTION
The organizational structure

optimizes project results across
all projects. It adapts as
necessary to facilitate effective
communication among projects.
Portfolio and program managers

assess the confidence in project
plans.
Program Managers understand

the strategy for the program
and how the program strategy
supports the organization's
strategies.
Program Managers understand

the goals and plans of all
programs that utilize the
organization's resources,
enabling those resources to
explore alternative ways to avoid
conflicts while still satisfying
goals.
Program Managers adhere to
appropriate rules of conduct
(including definitions of privilege
and responsibility for
communication and action) that
define how program and project
managers collaborate and
communicate.
The organization uses a common

set of processes to consistently
manage and integrate multiple
projects.
Processes, structures, and

practices allow interactions
between projects to be
coordinated.
The organization understands how

its projects, programs, and
portfolios relate to its business
strategies.
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Info!A1
MEASURE PROGRAMS BEST PRACTICES 14
3590 Program Initiation Process Program Initiation Process

Measurement measures are established, assembled,
and analyzed.
3600 Program Plan Development Program Plan Development Process

Process Measurement measures are established, assembled,
and analyzed.
3610 Program Scope Planning Program Scope Planning Process

Process Measurement measures ae established, assembled,
and analyzed.
3620 Program Scope Definition Program Scope Definition Process

Process Measurement measures are established, assembled,
and analyzed.

Definition Process Process measures are
analyzed.

Sequencing Process Process measures are
analyzed.

Duration Estimating Estimating Process measures
and analyzed.
3660 Program Schedule Program Schedule

Development Process Development Process
Measurement measures are established,

analyzed.

Estimating Process Process measures are
analyzed.

Budgeting Process Process measures are
analyzed.

Management Planning Planning Process measures
and analyzed.

Plannng Process Process measures are
analyzed.

and analyzed.

Acquisition Process Process measures are
analyzed.
3740 Program Program Communications

Communications Planning Process measures
Planning Process are established, assembled,
Measurement and analyzed.
3750 Program Risk ID Program Risk ID Process

3760 Program Qualitative Program Qualitative Risk

Risk Analysis Process Analysis Process measures
and analyzed.
3770 Program Quantitative Program Quantitative Risk

Risk Analysis Process Analysis Process measures
and analyzed.
3780 Program Risk Response Program Risk Response

and analyzed.
3790 Program Procurement Program Procurement

and analyzed.
3800 Program Solicitation Program Solicitation Planning

analyzed.
MEASURE PROGRAMS BEST PRACTICES 15
3810 Measure Program Plan Program Pla

Execution Process Process me
established.
3820 Measure Program Program Qu

Quality Assurance Process me
3830 Measure Program Program Te

Team Development Process me
3840 Measure Program Program Inf

Information Distribution Process me
Process established,
and analyze
3850 Measure Program Program So

Solicitation Process measures a
assembled,
3860 Measure Program Program So

Source Selection Process me
analyzed.
3870 Measure Program Program Co

Contract Administration Process me
analyzed.
3880 Measure Program Program Pe

Performance Process me
Reportin Process established,
analyzed.
3890 Program Integrated Program Int

Change Control Process Control Proc
Measurement established,
analyzed.
3900 Measure Program Program Sc

Scope Verification Process me
analyzed.
3910 Program Scope Program Sc

Change Control Process Process me
analyzed.
3920 Program Schedule Program Sc

Control Process Process me
analyzed.
3930 Program Cost control Program Co

Process Measurement measures a
assembled,
3940 Program Quality Control Program Qu

Process Measurement measures a
assembled,
3950 Program Risk Monitoring Program Ris

and Control Process Control Proc
analyzed.
3960 Program Contract Program Co

Closeout Process Process me
analyzed.
3970 Program Administrative Program Ad

Closure Process Process me
analyzed.
3980 Analyze and Improve The analyst

Metrics process to im
3990 Prioritize Project Work The Organiz

relative impo
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Info!A1
CTICES 15
DESCRIPTION
Program Plan Execution

Process measures are
established.
Program Quality Assurance

established.
Program Team Development

established.
Program Information Distribution

and analyzed.
Program Solicitation Process

measures are established,
Program Source Selection

analyzed.
Program Contract Administration

analyzed.
Program Performance Reporting

analyzed.
Program Integrated Change

Control Process measures are
analyzed.
Program Scope Verification

analyzed.
Program Scope Change Control

analyzed.
Program Schedule Control

analyzed.
Program Cost Control Process

Program Quality Control Process

Program Risk Monitoring and

analyzed.
Program Contract Closeout

analyzed.
Program Administrative Closure

analyzed.
The analysts evaluate the metric

process to improve them.
The Organization identifies the

relative importance of projects.
CONTROL PROGRAMS BEST PRACTICES 16
BP ID TITLE
4000 Program Initiation

Process Control
4010 Program Plan

Development Process
Control
4020 Program Scope

Planning Progress
Control
4030 Program Scope

Definition Process
Control
4040 Program Activity
Definition Process
Control

Sequencing Process
Control

Duration Estimating
Process Control
4070 Program Schedule

Development Process
Control
4080 Program Resource

Planning Process
Control
4090 Program Cost

Estimating Process
Control
4100 Program Cost

Budgeting Process
Control
4110 Program Risk

Management Planning
Process Control
4120 Program Quality

Plannng Process
Control
4130 Program Organizational
Planning Process
Control
4140 Program Staff

Acquisition Process
Control
4150 Program
Communications
Planning Process
Control
4160 Program Risk ID

Process Control
4170 Program Qualitative

Risk Analysis Process
Control
4180 Program Quantitative

Risk Analyzsis Process
Control
4190 Program Risk Response

Planning Process
Control
RETURN
Info!A1
PRACTICES 16
DESCRIPTION
Program Initiation Process

of the process.
Program Plan Development

process.
Program Plan Development

control the estability of the
process.
Program Scope Definition

process.
Program Activity Definition
process.
Program Activity Sequencing

process.
Program Activity Duration

Estimating controls are
process.
Program Schedule
Development Process controls
are established and executed to
process.
Program Resource Planning

process.
Program Cost Estimating

process.
Program Cost Budgeting

process.
Program Risk Management

process.
Program Quality Planning

process.
Program Organizational
process.
Program Staff Acquisition

process.
Program Communications
process.
Program Risk ID Process

controls are
process.
Program Qualitative Risk

process.
Program Quantitative Risk

process.
Program Risk Response

process.
CONTROL PROGRAMS BEST PRACTICES 17
4200 Program Procurement Program Procure

Planning Process Planning Process
Control established and e
control the stabili
process.
4210 Program Solicitation Program Solicita

Planning Process Process controls
control the stabili
process.
4220 Control Program Plan Program Plan Ex

Execution Process Process controls
established and e
control the stabili
process.
4230 Control Program Program Quality

Quality Assurance Process controls
Process established and e
control the stabili
process.
4240 Control Program Program Team D

Team Development Process controls
control the stabili
process.
4250 Contrl Program Program Informa

Information Distribution Process controls
control the stabili
process.
4260 Measure Program Program Solicita

Solicitation Process controls are
established and e
control the stabili
process.
4270 Control Program Program Source

Source Selection Process controls
control the stabili
process.
4280 Control Program Program Contrac

Contract Administration Process controls
control the stabili
process.
4290 Control Program Program Perform

Performance Process controls
Reporting Process established and e
control the stabili
process.
4300 Program Integrated Program Integrat

Change Control Process Control Process
control the stabili
process.
4310 Control Program Program Scope V

Scope Verification Process controls
control the stabili
process.
4320 Program Scope Program Scope C

Change Control Process Process controls
control the stabili
process.
4330 Program Schedule Program Schedu

Control Process Process controls
control the stabili
process.
4340 Program Cost control Program Cost Co

Process Control controls are
established and e
control the stabili
process.
4350 Program Quality Control Program Quality

Process Control controls are esta
and executed to
stability of the pro
4360 Program Risk Monitoring Program Risk Mo

and Control Process Control Process
control the stabili
process.
4370 Program Contract Program Contrac

Closeout Process Process controls
control the stabili
process.
4380 Program Administrative Program Adminis

Closure Process Process controls
control the stabili
process.
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Info!A1
RACTICES 17
DESCRIPTION
Program Procurement
process.
Program Solicitation Planning

process.

process.

process.

process.

process.

controls are
process.

process.

process.

process.

process.

process.

process.

process.

controls are
process.

controls are established

process.

process.

process.
RETURN
Info!A1
IMPROVE PROGRAMS BEST PRACTICES 18
4390 Program Initiation Program Initiation Process

process improvement
and process improvements
are implemented.
4400 Program Plan Program Plan Development

implemented.
4410 Program Scope Program Plan Development

Planning Progress Process problem areas are
implemented.
4420 Program Scope Program Scope Definition

Definition Process Process problem areas are
implemented.

Definition Process Process problem areas are
implemented.

Sequencing Process Process problem areas are
implemented.

Duration Estimating Estimating problem areas are
Process Improvement assessed, process improvement
implemented.
4460 Program Schedule Program Schedule

Development Process Development Process problem
Improvement areas are assessed, process

Inprovement assessed, process improvement
implemented.

Estimating Process Process problem areas are
implemented.

Budgeting Process Process problem areas are
implemented.

Management Planning Planning Process problem areas
Process Improvement are assessed, process

Plannng Process Process problem areas are
Inmprovement assessed, process improvement
implemented.

Planning Process Planning Process problem areas

Acquisition Process Process problem areas are
implemented.
4540 Program Program Communications

Communications Planning Process problem areas
Planning Process are assessed, process
Inmprovement improvement recommendations
4550 Program Risk ID Program Risk ID Process

process improvement
and improvements are
implemented.
BP ID TITLE
4560 Program Qualitative

Improvement
4570 Program Quantitative

Improvement
4580 Program Risk Response

Planning Process
Improvement
4590 Program Procurement

Planning Process
Improvement
4600 Program Solicitation

Planning Process
Improvement
4610 Improve Program Plan

Execution Process
4620 Improve Program

Quality Assurance
Process

Team Development
Process

Information Distribution
Process

Solicitation Process

Source Selection
Process

Contract Administration
Process

Performance
Reporting Process
4690 Program Integrated

Change Control Process
Improvement

Scope Verification
Process
4710 Program Scope

Change Control Process
Improvement
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Info!A1
PRACTICES 19
DESCRIPTION
Program Qualitative Risk

Analysis Process problem areas
are assessed, process
Program Quantitative Risk

Analysis Process problem areas
Program Risk Response

Planning Process problem areas
Program Procurement
Program Solicitation Planning

Process problem areas





problem areas are assessed,
process improvement
recommendations collected, and
process improvements
implemented.




Control Process problem areas


BP ID TITLE
4720 Program Schedule

Control Process
Improvement
4730 Program Cost control

Process Improvement
4740 Program Quality Control

Process Improvement
4750 Program Risk Monitoring

and Control Process
Improvement
4760 Program Contract

Closeout Process
Improvement
4770 Program Administrative

Closure Process
Improvement
RETURN
Info!A1
ACTICES 20
DESCRIPTION


problem areas

problem areas

Control Process problem areas


STANDARIZE PORTFOLIO BEST PRACTICES 21
BP ID TITLE
4780 Portfolio Initiation Process

Standardization
4790 Portfolio Plan Develoment

4800 Portfolio Scope Planning

4810 Portfolio Scope Definition

4820 Portfolio Project Defintion

4830 Portfolio Project

Dependency Analysis
Process
4840 Protfolio Program and

Project Duration
Estimating Process
Standarization
4850 Portfolio Schedule

development Process
Standarization
4860 Portfolio Resource

Planning Process
Standarization
4870 Portfolio Cost Estimating

4880 Portfolio Cost Budgeting

4890 Portfolio Risk Management

Planning Process
Standarization
4900 Portfolio Quality Planning

4910 Portfolio Organizational

Planning Process
Standarization
4920 Portfolio Staff Acquisiton

4930 Portfolio Communications

Planning Process
Standarization
4940 Portfolio Risk Identification

4950 Portfolio Qualitative Risk

Analysis Process
Standarization
4960 Portfolio Quantitative Risk

Analysis Process
Standarization
4970 Portfolio Risk Response

Planning Process
Standarization
4980 Portfolio Procurement

Planning Process
Standarization
4990 Portfolio Solicitation
Planning Process
Standarization
5000 Portfolio Plan Execution

5010 Porfolio Quality Assurance

5020 Portfolio Team

Development Process
Standarization
5030 Portfolio Information

Standarization
5040 Portfolio Solictiation

5050 Portfolio Source Selection

5060 Portfolio Contract
Standarization
ST PRACTICES 21
DESCRIPTION
Protfolio Initiation Process

Portfolio Plan Development Process

Standards are established
Portfolio Scope Planning Process

Standards are established.
Portfolio Scope Definition standards

are established.
Portfolio Project Definition Process

Portfolio Project Dependency

Analysis Process Standards
Standardizations are established.
Portfolio Program and Project

Duration Process standards are
established.
Portfolio Schedule development Process
Portfolio Resource Planning Process

Portfolio Cost Estimating Process

Portfolio Cost Budgeting Process

Portfolio Risk Management Planning

Portfolio Quality Planning Process

Portfolio Organizational Planning

Portfolio Staff Acquisition Process
Portfolio Communications Planning

Portfolio Risk Identification Process

Portfolio Qualitative Risk

are established.
Portfolio Quantitative Risk

are established.
Portfolio Risk Response

are established.
Portfolio Procurement
are established.
Portfolio Solicitation Planning
established.
Portfolio Plan Execution

established.
Portfolio Quality Assurance

established.
Portfolio Team Development

established.
Portfolio Information
Distribution Process standards
are established.
Portfolio Solicitation Process

Portfolio Source Selection

established.
Portfolio Contract
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RETURN
Info!A1
5070 Portfolio Performance Portfolio Performance Reporting

Reporting Process Process standards are
5080 Portfolio Integrated Portfolio Integrated Change

Change Control Process Control Process standards
5090 Portfolio Scope Verification Portfolio Scope Verification

established.
5100 Portfolio Scope Change Portfolio Scope Change

Control Process Control Process standards
5110 Portfolio Schedule Control Portfolio Schedule Control

established.
5120 Portfolio Cost Control Portfolio Cost Control Process

5130 Portfolio Quality Control Protfolio Quality Control Process

5140 Portfolio Risk Monitoring Portfolio Risk Monitoring and

and Control Process Control Process standards are
5150 Portfolio Contract Closeout Portfolio Contract Closeout

established.
5160 Portfolio Administrative Portfolio Administrative Closure

5170 Use Common Project The organization uses a common

Language language to describe project
activities and deliverables.
5180 Educate Executives The organization educates its

executives on the benefits of
project management.
5190 Facilitate Project Manger The organization ensures Project

Development Manager development.
5200 Provide Project The organization provides

Management Training project management training
appropriate for all roles within
the project hierarchy.
5210 Provides Continuous The organization provides continuous

Training training in the use of tools,
methodology, and deployment
of knowledge.
5220 Provide Competent The organization's project

Project Management management community provides
Resources sufficient competent resources to
manage the total project portfolio.
5230 Manage Project The organization's project

Management Community management community contains
all roles that are necessary for the
effective management of the total
portfolio.
5240 Establish Internal Project The Organization establishes an

Management Communities internal community that supports
project management.
5250 Interact with External The organization encourages

Project Management membership of external communities
Communities that support project management
expertise. These can include
professional associations or initiatives.
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5260 Customize Project The organization customizes a

Management generally accepted project
Methodology management methodology to
meet organizational requirements
5270 Integrate Project The organization integrates the

Management project management methodology
Methodology with with strategic, operational, and
Organizational tactical processes.
Processes
5280 Establish Common The organization uses a project

Project Management management framework for all
Framework phases of a project.
5290 Establish Project The organization follows their

Management Policies project management policies.
5300 Establish Training and The organization establishes a

Development Program training and development program
to improve the skills of project
personnel.
5310 Align Project with The organization aligns projects

Business Strategy with the organizational strategies
and Policies and priorities.
5320 Cerfify Quality Independent bodies certify the

Management System quality management system.
5330 Make Decisions The organization practices

effective decision-making that
enables it to decide how much
project work it can undertake,
the profit level required to return,
and the timeframe in which
returns are required.
5340 Establish Executive The executives strongly support

Support the project management process.
5350 Define and Improve The organization dearly defines

Project Organizational structures that individual programs
Structures and projects should adopt.
5360 Establish Project A board of Directors is establish

Management and is involved in setting project
Board of Directors management policies with
specified goals.
5370 Use Knowledge The organization has a multy-level

Management and reporting structure that ensures
Learning information flows to all management
levels.
5380 Establish and Use The organization develops a

Fundamental Project fundamental set of values for project
Management Values management. These values guide
the organization in all aspects of
project management.
5390 Integrate Project The organization integrates project

Management Across management across all operations.
all Operations.
5400 Implementation of The organization implements its

Organization's strategy through the delivery of
Business' strategy projects.
through projects
5410 Incorporate the Best The organization evaluates all project

of Internal and External management methods, ideas, and
Project Mangement processes for use.
Practices
5420 Use Organizational The organization has a project

Project Support Office support team for project management.
5430 Open Communication Open Communication exists between

all project team members and
stakeholders.
5440 Align Projects to The organization ensures that

Strategic Objectives projects align with their strategic
objective.
5450 Communicate The organization formally

Strategy communicates business strategy
to subordinates.
5460 Accept Project Sponsors, Project Managers,

Prioritization Managers, and Customers accept
project prioritization to allow
efficient and effective allocation
of resources.
5470 Align Portfolio with The organization aligns the

Business Strategy project portfolio with business
strategy.
5480 Implement Portfolio The organization's Quality

Management System Management System includes
Portfolio Management.
5490 Recognize Value of The organization recognizes the

Project Management value of project management.
5500 Define Project The organization defines and

Management Values applies project management
vision and values within the
organization.
5510 Adopt Project The organization's practitioners

Management Process and stakeholders willingly apply
the process that surround the
delivery of change through projects.
5520 Collaborate on Goals People of different roles and

functions throughout the
organization collaborate to define
and agree on common goals.
5530 Reallocate Resources The organization efficiently

Efficiently redeploys resources from projects
that have been terminated to other
projects. The redeployments are
consistent with the organization's
strategic priorities.
5540 Plan Portfolio The portfolio manager integrates all

project plans into a portfolio plan.
5560 Manage Portfolio The portfolio manager ensures that

Procurement the procurement system is in place.
5570 Manage Portfolio The organization invests resources

Procurement according to strategic values and
organizational policies.
5580 Support Consistent The organization uses processes

Project Decisions and methods that support
consistent project decisions.
5590 Manage Portfolio Risk The organization assesses the

risk to portfolio and support
infrastructure and plans mitigation.
5600 Manage Knowledge The organization sets a strategy to

Assets retain knowledge of internal and
external resources.
5610 Manage Portfolio The organization monitors the

Resources available portfolio resources and
aligns them with strategies and
priorities.
5620 Establish Career Path The organization has progressive

for All Project-related career paths for project-related
Roles roles.
5630 Manage Project with The organization manages projects

Standard Processes using standard project management
processes.
5640 Balance the Portfolio The organization determines the

approximate mix of projects to
produce a balanced portfolio.
5650 Manage Cash Flow The organization manages cash flow

Risks risks for projects.
5660 Manage Portfolio The organization manages the value

Value of the portfolio.
5670 Allocate Portfolio The organization has guidelines for

Resources Effectively allocating limited resources to
projects.
5680 Support Organizational A communication mechanism exists

Communication that is suitable for communicating
the organization's shared situation,
shared plans and goals, and shared
solution process for programs and
projects.
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Info!A1
MEASURE PORTFOLIO BEST PRACTICES 24
690 Portfolio Initiation Portfolio Initiation Process

5700 Portfolio Plan Portfolio Plan Development

Development Process Process measures are
analyzed.
5710 Portfolio Scope Portfolio Scope Planning Process

Planning Process measures are established,
5720 Portfolio Scope Portfolio Scope Definition Process

Definition Process measures are established,
5730 Portfolio Project Portfolio Project Definition

Definition Process Process measures are established,
5740 Portfolio Project Portfolio Project Dependency

Dependency Analysis Analysis Process measures are
Process Measurement established, assembled, and
analyzed.
5750 Portfolio Program and Portfolio Program and Project

Project Duration Duration Estimating Process are
Estimating Process established, assembed, and
Measurement analyzed.
5760 Portfolio Schedule Portfolio Schedule Development

Development Process Process measures are established,
5770 Portfolio Resource Portfolio Resources Planning

Planning Process Process measures are established,
5780 Portfolio Cost Portfolio Cost Estimating Process

Estimating Process measures are established,
5790 Portfolio Cost Portfolio Cost Budgeting Process

Budgeting Process measures are established,
5800 Portfolio Risk Protfolio Risk Management Planning

Management Planning Process measures are established,
Process Measurement assembled, and analyzed.
5810 Portfolio Quality Portfolio Quality Planning Process

Planning Process measures are established,
5820 Portfolio Organizational Portfolio Organizational Planning

5830 Portfolio Staff Portfolio Staff Acquisition Process

Acquisition Process measures are established,
5840 Portfolio Communications Portfolio Communications Planning

5850 Portfolio Identification Portfolio Risk Identification Process

5860 Portfolio Qualitative Portfolio Qualitative Risk Analysis

Risk Analysis Process Process measures are established,
MEASURE PORTFOLIO BEST PRACTICES 25
5870 Portfolio Quantitative Portfolio Qua

Risk Analysis Analysis Proc
Measurement are establishe
analy
5880 Portfolio Risk Response Portfolio Risk

Planning Process Process mea
Measurement assembled, a
6890 Portfolio Procurement Portfolio Proc

Planning Process Planning Proc
Measurement are establishe
and analyzed
5900 Portfolio Solicitation Portfolio Solic

Planning Process Process mea
Measurement established, a
analyzed.
5910 Measure Portfolio Plan Portfolio Plan

Execution Process Process mea
established, a
analyzed.
5920 Measure Portfolio Portfolio Qua

Quality Assurance Process mea
Process established, a
analyzed.
5930 Measure Portfolio Portfolio Team

Team Development Process mea
analyzed.
5940 Measure Portfolio Portfolio Infor

Information Distribution Process mea
and analyzed
5950 Measure Portfolio Portfolio Solic

Solicitation Process measures are
assembled, a
5960 Measure Portfolio Portfolio Sour

Source Selection Process mea
analyzed.
5970 Measure Portfolio Portfolio Con

Contract Administration Process mea
analyzed.
5980 Measure Portfolio Portfolio Perf

Performance Process mea
Reporting Process established, a
analyzed.
5990 Portfolio Integrated Portfolio Integ

Change Control Process Control Proce
analyzed.
6000 Measure Portfolio Portfolio Scop

Scope Verification Process mea
analyzed.
6010 Portfolio Scope Portfolio Scop

Change Control Process Process mea
analyzed.
6020 Portfolio Schedule Portfolio Sche

Control Process Process mea
analyzed.
6030 Portfolio Cost control Portfolio Cost

Process Measurement measures are
assembled, a
6040 Portfolio Quality Control Portfolio Qua

Process Measurement measures are
assembled, a
6050 Portfolio Risk Monitoring Portfolio Risk

and Control Process Control Proce
analyzed.
6060 Portfolio Contract Portfolio Con

Closeout Process Process mea
analyzed.
6070 Portfolio Administrative Portfolio Adm

Closure Process Process mea
analyzed.
6080 Comply with Standard The organiza

Project Processes to assure com
standard proj
6090 Track Organizational The organiza

Effectiveness organizationa
through metri
delivery metri
6100 Provide Real-Time The organiza

Project Performance system that re
Reports time indicator
programs, an
performing. D
relative to pla
and criteria fo
6110 Establish Project The organiza

Management Information that provides
System decisions abo
6120 Assess Competency of The organiza

Key Program, Portfolio assessment p
Success Metrics the competen
personnel.
6130 Collect Project, Program, The organiza

Portfolio Success maintains a fo
Metrics system which
individuals an
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Info!A1
PRACTICES 25
DESCRIPTION
Portfolio Quantitative Risk

Analysis Process measures
are established, assembled, and
analyzed.
Portfolio Risk Response Planning

Process measures are established
Portfolio Procurement
Planning Process measures
are established, assembled,
and analyzed.
Portfolio Solicitation Planning

analyzed.
Portfolio Plan Execution

analyzed.
Portfolio Quality Assurance

analyzed.
Portfolio Team Development

analyzed.
Portfolio Information Distribution

and analyzed.
Portfolio Solicitation Process

Portfolio Source Selection

analyzed.
Portfolio Contract Administration

analyzed.
Portfolio Performance Reporting

analyzed.
Portfolio Integrated Change

analyzed.
Portfolio Scope Verification

analyzed.
Portfolio Scope Change Control

analyzed.
Portfolio Schedule Control

analyzed.
Portfolio Cost Control Process

Portfolio Quality Control Process

Portfolio Risk Monitoring and

analyzed.
Portfolio Contract Closeout

analyzed.
Portfolio Administrative Closure

analyzed.
The organization gathers metrics

to assure compliance with the
standard project processes.
The organization determines its

organizational effectiveness
through metrics including project
delivery metrics.
The organization provides a

system that reports historic, real-
time indicators of how projects,
programs, and portfolios are
performing. Data is compared
relative to plans, current baselines
and criteria for success.
The organization has a system

that provides information for
decisions about projects.
The organization uses a formal

assessment process to measure
the competency levels of project
personnel.
The organization uses and

maintains a formal performance
system which is used to evaluate
individuals and proj
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CONTROL PORTFOLIO BEST PRACTICES 26
6200 Portfolio Initiation Process Portfolio Initiation Process controls

Control are established and executed to
6210 Portfolio Plan Development Portfolio Plan Development Process

the process.
6220 Portfolio Scope Planning Portfolio Scope Planning Process

of the process.
6230 Portfolio Scope Portfolio Scope Definition

Definition Process Process controls are established
6240 Portfolio Project Portfolio Project Definition

Definition Process Process controls are
process.
6250 Portfolio Project Portfolio Project Dependency

Dependency Analysis Process controls are
Process Control established and executed to
process.
6260 Portfolio Program and Portfolio Program and Project

Project Duration Duration Estimating Process
Estimating Process controls are established and
of the process.
6270 Portfolio Schedule Portfolio Schedule

Development Process Development Process controls
Control are established and executed to
process.
6280 Portfolio Resource Portfolio Resource Planning

Planning Process Process controls are
process.
6290 Portfolio Cost Portfolio Cost Estimating

Estimating Process Process controls are
process.
6300 Portfolio Cost Portfolio Cost Budgeting

Budgeting Process Process controls are
process.
6310 Portfolio Risk Portfolio Risk Management

Management Planning Planning Process controls are
process.
6320 Portfolio Quality Portfolio Quality Planning

Plannng Process Process controls are
process.
6330 Portfolio Organizational Portfolio Organizational

Planning Process Planning Process controls are
process.
6340 Portfolio Staff Portfolio Staff Acquisition

Acquisition Process Process controls are
process.
6350 Portfolio Portfolio Communications

Communications Planning Process controls are
Planning Process established and executed to
Control control the stability of the
process.
6360 Portfolio Risk ID Portfolio Risk ID Process

Process Control controls are
process.
6370 Portfolio Qualitative Portfolio Qualitative Risk

Risk Analysis Process Analysis Process controls are
process.
6380 Portfolio Quantitative Portfolio Quantitative Risk

Risk Analyzsis Process Analysis Process controls are
process.
6390 Portfolio Risk Response Portfolio Risk Response

Planning Process Planning Process controls are
process.
6400 Portfolio Procurement Portfolio Procurement Planning

Planning Process Control Process controls are established
6410 Portfolio Solicitation Portfolio Solicitation Planning

Planning Process Control Process controls are established
RETURN
Info!A1
CONTROL PORTFOLIO BEST PRACTICES 27
6420 Portfolio Plan Portfolio Plan Execution Process

Execution Process controls are established and
of the process.
6430 Portfolio Quality Portfolio Quality Assurance

Assurance Process Process controls are established
6440 Portfolio Team Protfolio Team Development

Development Process Process controls are established
6450 Portfolio Information Portfolio Information Distribution

Distribution Process Process controls are established
6460 Portfolio Solicitation Portfolio Solicitation Process

of the process.
6470 Portfolio Source Portfolio Source Selection

Selection Process Process controls are establised
6480 Portfolio Contract Portfolio Contract Administration

Administration Process controls are established
Process Control and executed to control the
stability of the process
6490 Portfolio Performance Portfolio Performance Reporting

Reporting Process Process are established and
of the process.
6500 Portfolio Integrated Prortfolio Integrated Change

Change Control Control Process controls are
6510 Portfolio Scope Portfolio Scope Verification

Verification Process Process controls are established
6520 Portfolio Scope Portfolio Scope Change Control

Change Control Process controls are established
Process Control and executed to control the
6530 Portfolio Schedule Portfolio Schedule Control Process

of the process.
6540 Portfolio Cost Control Portfolio Cost Control Process

of the process.
6550 Portfolio Quality Portfolio Quality Control Process

of the process.
6560 Portfolio Risk Portfolio Risk Monitoring and

Monitoring and Control Process controls are
Control Process established and executed to
Control control the stability of the process.
6570 Portfolio Contract Portfolio Contract Closeout

Closeout Process Process controls are estabished
6580 Portfolio Administrative Portfolio Administrative Closure

Closure Process Process controls are established
Improvement and executed to control the
IMPROVE PORTFOLIO BEST PRACTICES 28
6590 Portfolio Initiation Portfolio Initia

Process Improvement problem areas
process impro
recommendat
and process im
implemented.
6600 Portfolio Plan Portfolio Plan

Development Process problem areas
Improvement process impro
recommendat
and process im
implemented.
6610 Portfolio Scope Portfolio Scop

recommendat
and process im
implemented.
6620 Portfolio Scope Porfolio Scope

Definition Process problem areas
recommendat
and process im
implemented.
6630 Portfolio Project Portfolio Proje

Definition Process problem areas
recommendat
and process im
implemented.
6640 Portfolio Project Portfolio Proje

Dependency Analysis Analysis Proc
process impro
recommendat
and process im
implemented.
6650 Portfolio Program and Portfolio Prog

Project Duration Duration Estim
Estimating Process problem areas
recommendat
and process im
implemented.
6660 Portfolio Schedule Portfolio Sche
Development Process Process
Improvement problem areas
process impro
recommendat
and process im
implemented.
6670 Portfolio Resource Portfolio Reso

Planning Process Process
Improvement problem areas
process impro
recommendat
and process im
implemented.
6680 Portfolio Cost Portfolio Cost

Estimating Process problem areas
recommendat
and process im
implemented.
6690 Portfolio Cost Portfolio Cost

Budgeting Process problem areas
recommendat
and process im
implemented.
6700 Portfolio Risk Protfolio Risk

Management Planning Planning Proc
process impro
recommendat
and process im
implemented.
6710 Portfolio Quality Portfolio Qual

recommendat
and process im
implemented.
6720 Portfolio Organizational Portfolio Orga

recommendat
and process im
implemented.
6730 Portfolio Staff Portfolio Staff

Acquisition Process problem areas
recommendat
and process im
implemented.
6740 Portfolio Communications Portfolio Com

recommendat
and process im
implemented.
6750 Portfolio Risk Identification Portfolio Risk

process impro
recommendat
and process im
implemented.
6760 Portfolio Qualitative Portfolio Qual

Risk Analysis Process problem areas
recommendat
and process im
implemented.
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Info!A1
ACTICES 28
DESCRIPTION
Portfolio Initiation Process

process improvement
implemented.
Portfolio Plan Development Process

process improvement
implemented.
Portfolio Scope Planning Process

process improvement
implemented.
Porfolio Scope Definition Process

process improvement
implemented.
Portfolio Project Definition Process

process improvement
implemented.
Portfolio Project Dependency

Analysis Process
process improvement
implemented.
Portfolio Program and Project

Duration Estimating Process
process improvement
implemented.
Portfolio Schedule Development
Process
process improvement
implemented.
Portfolio Resource Planning

Process
process improvement
implemented.
Portfolio Cost Estimating Process

process improvement
implemented.
Portfolio Cost Budgeting Process

process improvement
implemented.
Protfolio Risk Management

Planning Process
process improvement
implemented.
Portfolio Quality Planning Process

process improvement
implemented.
Portfolio Organizational Planning

process improvement
implemented.
Portfolio Staff Acquisition Process

process improvement
implemented.
Portfolio Communications Planning

process improvement
implemented.
Portfolio Risk Identification Process

process improvement
implemented.
Portfolio Qualitative Risk Analysis

process improvement
implemented.
RETURN
Info!A1
6770 Portfolio Quantitative Portfolio Quantitative Risk Analysis

Risk Analysis problem areas are assessed,
implemented.
6780 Portfolio Risk Response Portfolio Risk Response Planning

implemented.
6790 Portfolio Procurement Portfolio Procurement Planning

implemented.
6800 Portfolio Solicitation Portfolio Solicitation Planning

implemented.
6810 Improve Portfolio Plan Portfolio Plan Execution Process

Execution Process problem areas are assessed,
process improvement
implemented.
6820 Improve Portfolio Portfolio Quality Assurance

Quality Assurance problem areas are assessed,
Process process improvement
implemented.
6830 Improve Portfolio Portfolio Team Development

Team Development problem areas are assessed,
implemented.
6840 Improve Portfolio Portfolio Information Distribution

Information Distribution problem areas are assessed,
implemented.
6850 Improve Portfolio Portfolio Solicitation Process

Solicitation Process problem areas are assessed,
process improvement
implemented.
6860 Improve Portfolio Portfolio Source Selection Process

Source Selection problem areas are assessed,
implemented.
6870 Improve Portfolio Portfolio Contract Administration

Contract Administration problem areas are assessed,
implemented.
6880 Improve Portfolio Portfolio Performance Resporting

Performance problem areas are assessed,
Reporting Process process improvement
implemented.
6890 Portfolio Integrated Portfolio Integrated Change Control

Change Control Process problem areas are assessed,
implemented.
6900 Improve Portfolio Portfolio Scope Verification Process

Scope Verification problem areas are assessed,
implemented.
6910 Portfolio Scope Portfolio Scope Change Control

Change Control Process problem areas are assessed,
implemented.
6920 Portfolio Schedule Portfolio Schedule Control Process

Control Process problem areas are assessed,
implemented.
BP ID TITLE
6930 Portfolio Cost Control

Process Improvement
6940 Portfolio Quality Control

Process Improvement
6950 Portfolio Risk Monitoring

and Control Process
Improvement
6960 Portfolio Contract

Closeout Process
Improvement
6970 Portfolio Administrative

Closure Process
Improvement
6980 Create an Organizational

Maturity Development
Program
6990 Incorporate Lessons

Learned into Project
Management Approach
7000 Use Knowledge

Management and
Learning
7010 Recognize Need of OPM3

7020 Demonstrates Financial
Management
RETURN
Info!A1
RACTICES 30
DESCRIPTION
Portfolio Cost Control Process

process improvement
implemented.
Portfolio Quality Control Process

process improvement
implemented.
Portfolio Risk Monitoring and

Control Process
process improvement
implemented.
Portfolio Contract Closeout

process improvement
implemented.
Portfolio Administrative Closure

process improvement
implemented.
The organization creates a

program to achieve project
management maturity.
The organization incorporates

lessons learned from projects,
programs, and portfolio into their
organizational project
management processes.
The organization incorporates

lessons learned into its project
management methodology.
The decision makers recognize

Organizational Project
Management Maturity Model
(OPM3) as a part of organizational
improvement and essential to the
future of the enterprise.
The organization provide the

necessary finance and delivers
returns on that finance.

Operational Project Management Maturity

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Operational Project Management Maturity

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ORGANIZATIONAL PROJECT MANAGEMENT MATURITY MODEL (O

OPM3 PRIMARY PHYSICAL

HOW DOES IT WORK?

OPM3 INTRODUCTION STEPS

WHAT ARE BEST PRACTICES?

HOW BEST PRACTICES CAN

BEST PRACTICES AND

PROJECTS, PROGRAMS AND

MEASURE PROJECTS BEST

CONTROL PROJECTS BEST

CONTROL PROJECTS BEST

IMPROVE PROJECTS BEST

IMPROVE PROJECTS BEST

IMPROVE PROJECTS BEST

MEASURE PROGRAMS BEST

MEASURE PROGRAMS BEST

CONTROL PROGRAMS BEST

CONTROL PROGRAMS BEST

IMPROVE PROGRAMS BEST

IMPROVE PROGRAMS BEST

MEASURE PORTFOLIO BEST

CONTROL PORTFOLIO BEST

CONTROL PORTFOLIO BEST

IMPROVE PORTFOLIO BEST

IMPROVE PORTFOLIO BEST

IMPROVE PORTFOLIO BEST

Organizational Project Management

Primary Physical Parts of OPM3

How does OPM3 works?

Required Commitment to Implement OPM3

Implementing Strategy Through OPM3

Introduction to OPM3 Steps

What are Best Practices?

How Best Practices Can be Used?

Capabilities, Outcomes and Key Performance Indicators

Caracterization of Best Practices and Capabilities within OPM3

Projects, Programs and Portfolios

Self Assessment Questions 1

Self Assessment Questions 3

Self Assessment Questions 4

Self Assessment Questions 5

Self Assessment Questions 6

Self Assessment Questions 7

Self Assessment Questions 8

Self Assessment Questions 10

Self Assessment Questions 11

Self Assessment Questions 12

Standardize Projects Best Practices 1

Standardize Projects Best Practices 2

Standardize Projects Best Practices 3

Measure Projects Best Practices 5

Control Projects Best Practices 6

Control Projects Best Practices 7

Improve Projects Best Practices 8

Improve Projects Best Practices 9

Improve Projects Best Practices 10

Standardize Programs Best Practices 12

Standardize Programs Best Practices 13

Measure Programs Best Practices 14

Measure Programs Best Practices 15

Control Programs Best Practices 16

Control Programs Best Practices 17

Improve Programs Best Practices 19