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Project Management
The Project Management Institute
Education Department
Welcome
projects through your active participation in the exercises and discussions based on your
unique experiences.We believe this learning experience can help you succeed in today’s
environment of constant change, high performance expectations, resource constraints
and global challenges.
PMI is grateful for the contributions of time, energy, and professional expertise of
many PMI members who have reviewed the material and made many suggestions to
improve its effectiveness.
Good luck on what we hope will be an enjoyable educational experience!
Copyright © 1999 Project Management
Institute, Inc. All Rights Reserved. 2
Your Expectations
Additional materials
A. Seminar Evaluation Forms
B. Exercises
C. Resources for Project Management Professional Candidates
Copyright © 1999 Project Management
Institute, Inc. All Rights Reserved. 4
Unit 1: Introduction and Key Concepts
Upon completion, you will be able to …
T h e P r o je c t
M anagem ent
B o d y o f K n o w le d g e
G e n e r a lly A c c e p t e d
P r o je c t M a n a g e m e n t
K n o w le d g e a n d P r a c t ic e
G e n e ra l
M anagem ent A p p lic a tio n
K n o w le d g e A r e a K n o w le d g e
a n d P r a c tic e a n d P r a c tic e
T h is f ig u r e is a c o n c e p t u a l v ie w o f th e s e
Copyright © 1999 Project Management
r e l a tio n s h ip s . T h e o v e r la p s s h o w n a r e n o t p r o p o r t io n a l.
Corporate globalization
Massive mergers and reorganizations
Flatter organizations
Short-term results driven
Team environment
Contract PM and outsourcing
Primacy of interpersonal skills
Multinational projects
Importance of cultural differences
Dependence on technology
The Project
Risk Risk
Customer Business
Expectation Objective
Time Cost
Scope
Quality
Copyright © 1999 Project Management
Institute, Inc. All Rights Reserved. 14
Expectation and Objective Congruency
Client/Customer Expectations
Low High
Customer wants
more than the
Low OK
organization
Business intends to provide.
Objectives
Business needs
High more from the project OK
than the customer.
Projects Operations
Create own charter, Semi-permanent charter,
organization, and goals organization, and goals
Catalyst for change Maintains status quo
Unique product or service Standard product or service
Heterogeneous teams Homogeneous teams
Start and end date Ongoing
Looking back on projects with which you were associated, what were
the top three factors that caused serious problems?
That created a perception of success?
Unclear objectives
Lack of senior management support
Lack of effective project integration
Inadequate funding
Change in business priorities
Original assumptions invalid
Ineffective team
Lack of effective communication processes
Other?
Copyright
Source: © 1999of Project
NASA study, “Determination Project
Success,”Management
1974, by David C. Murphy, Bruce N. Baker, and Dalmar Fisher
Improved control
Improved project support opportunities
Improved performance
Recognition of PM as a profession
Future source of company leaders
High visibility of project results
Growth opportunities
Build your reputation and network
Portable skills and experience
Cost Time
Integration
Quality
Copyright © 1999 Project Management
Institute, Inc. All Rights Reserved. 23
Summary
Cost and I n t e r m e d ia te P h a s e s
S ta ffin g (o n e o r m o re )
Level
I n it ia l F in a l
P hase P hase
S ta rt F in is h
T im e
Concept and
Proposal
Development
Implementation
Verification
Termination
P r o c e s s D e v e lo p m e n t
F o r m u l a t io n S t a b il it y
S c r e e n in g P r e c lin ic a l A
Lead IN D F ile Phase I P h a s e II P h a s e III F i le P
Id e n tifie d W o rku p C lin ic a l C li n i c a l C li n i c a l ND A P
D r u g S o u r c in g IN D T e s ts T e s ts T e s ts P o s t r e g is tr a tio n A c tiv ity R
O
V
A
M e t a b o l is m L
P a te n t P ro c e s s T o x ic o lo g y
P r e c lin ic a l
D is c o v e r y S c r e e n in g D e v e lo p m e n t R e g is t ra tio n (s ) W o r k u p P o s t s u b m i s s io n A c t iv it y
T e n P lu s Y e a r s
Evaluate Identify
Test Unit
Requirements
Evaluation
Subsystem
Requirements
Evaluation
System
Requirements
Risk
Analysis Business
Requirements
Proof of Conceptual
Concept Design
First Logical
Build Design
Second Physical
Build Design
Final Final
Build Design
Construct Design
Copyright © 1999 Project Management
Institute, Inc. All Rights Reserved. 30
Importance of Phase Reviews
Requirements Review
Proposal
General Design Review
Preparation
Requirements
Detailed Design Review
Analysis
Detailed Design
Divide a current project on which you are working into phases, name
them, and write a brief statement of purpose for each phase
Business-oriented processes
Initiating Planning
Processes Processes
Executing
Controlling
Processes
Processes
Closing
Processes
Inputs
Tools and techniques
Outputs
Taxonomy
In itia tin g P r o c e s s e s
T o th e
P la n n in g
5 .1 P ro c e s s e s
In it ia tio n (F ig u re 3 – 5 )
Business need
Project objectives
Project deliverables
Assumptions
Constraints
Key staff
Written authorization
Project charter
Project manager identified/assigned
Other key positions identified/assigned
Constraints identified
Assumptions identified
Initiating Planning
Processes Processes
Executing
Controlling
Processes
Processes
Closing
Processes
5 .2 6 .2
Scope A c ti v it y
P la n n i n g 6 .1 S e q u e n c in g 6 .4
A c tiv ity S c h e d u le
D e f in it io n D e v e lo p m e n t
6 .3
5 .3 A c ti v it y 7 .3
Scope D u r a t io n C ost
D e f in i t i o n E s ti m a t in g B u d g e t in g
7 .1
R e so u rce
P la n n in g 7 .2
C ost
F ro m th e E s ti m a t in g 4 .1
In it i a t in g P r o je c t P la n
P ro c e s s e s
D e v e lo p m e n t T o th e
E x e c u tin g
(F ig u r e 3 – 4 ) P ro c e s s e s
(F ig u r e 3 – 6 )
F ro m th e F a c ilita tin g P r o c e s s e s
C o n t r o llin g
P ro c e s s e s
(F ig u r e 3 – 7 )
8 .1 1 0 .1 1 1 .1 1 1 .2 1 1 .3
Q u a l it y C o m m u n ic a ti o n s R is k R is k R is k R e s p o n s e
P la n n in g P la n n i n g I d e n t if ic a t io n Q u a n t i f i c a t io n D e v e lo p m e n t
9 .1 9 .2 1 2 .1 1 2 .2
O r g a n iz a t i o n a l S ta ff P ro c u re m e n t S o li c it a t io n
P la n n in g A c q u is it io n P la n n i n g P la n n in g
To define:
Solution strategy or general approach
Implementation tactics
To support more accurate estimates of project duration and cost than can
be made at the project level
To provide a basis for estimating project resources:
Departmental or subcontractor support
Vendors and their products
Services
Any other identifiable resource
P r o je c t A ir S u p p o rt Test and
T r a in in g D a ta F a c ilitie s
M anagem ent V e h ic le E q u ip m e n t E v a lu a t io n
S y s te m s T e c h n ic a l O r g a n iz a tio n a l
E n g in e e r in g E q u ip m e n t C o n s t r u c t io n M o c k -u p s
O rd e rs Level
M anagem ent
S u p p o r tin g E n g in e e r in g I n te r m e d ia te O p e r a tio n a l
P M A c t iv it ie s F a c ili ti e s D a ta Level M a in t e n a n c e Te s t
Te s t
A ir f r a m e E n g in e C o m m u n ic a tio n N a v ig a tio n F ir e C o n tr o l
T h i s W B S i s i ll u s t r a t iv e o n l y . I t i s n o t i n t e n d e d t o r e p r e s e n t t h e f u l l p r o j e c t s c o p e o f a n y s p e c i f i c
p r o j e c t , n o r t o im p l y t h a t t h i s i s t h e o n l y w a y t o o r g a n i z e a W B S o n t h i s t y p e o f p r o je c t .
E a rlie r L a te r
P hases D e s ig n C o n s tru c tio n P hases
P ro je c t M a n a g e m e n t P ro je c t M a n a g e m e n t
C iv il D ra w in g s H e a d w o rk s
A rc h ite c tu ra l D ra w in g s A e ra tio n B a s in
S t ru c tu ra l D ra w in g s E ffl u e n t P u m p in g S ta t io n
M e c h a n ic a l D ra w in g s A ir H a n d lin g B u ild in g
H V A C D ra w in g s S lu d g e B u ild in g
P lu m b in g D ra w in g s
In s tru m e n ta t io n D ra w in g s
E le c tric a l D ra w in g s
A B C
S ta rt F in is h
D E F
Converts the project plan to an operating plan that is the basic tool for
controlling project activities
Benefits of a realistic schedule?
Network
Network techniques
Path
Node
Arc
Event
Activity
B
S ta rt A C
D F F in is h
E
Task A Task B
Task B
The direction of the arrow defines
which task is the predecessor and
which is the successor.
Task A
Task A
Paint Ceiling
Paint Walls
Prep Paint Walls Clean-up
(2nd coat)
Paint Trim
Forward Pass
Starting at the beginning (left) of the network develop early start
and early finish dates for each task, progressing to end (right-most
box) of the network
Copyright © 1999 Project Management
Institute, Inc. All Rights Reserved. 77
Forward Pass Calculation
ES DU EF
Task
EF = ES + DU – 1 LS Float LF
3 DU = 2 4
Paint Trim
1 DU = 2 2 3 DU = 3 5 9 DU = 2 10
3 DU = 4 6 7 DU = 2 8
Name Duration ES EF
Prep 2 1 2
Paint Trim 2 3 4
Paint Ceiling 3 3 5
Paint Walls 4 3 6
Paint Walls (2nd Coat) 2 7 8
Clean-up 2 9 10
Prep 2 1 2 1 2 0
Paint Trim 2 3 4 7 8 4
Paint Ceiling 3 3 5 6 8 3
Paint Walls 4 3 6 3 6 0
Paint Walls (2nd Coat) 2 7 8 7 8 0
Clean-up 2 9 10 9 10 0
A c t iv it y A
A c t iv it y B
A c t iv it y C
A c tiv ity D
T im e
T h e r e a r e m a n y o t h e r a c c e p t a b le w a y s t o d is p la y p r o je c t in f o r m a t io n o n a b a r c h a r t.
Master schedule
Crashing
Hanger
Workaround
Schedule variance
D a ta
D a te
T h e r e a r e m a n y o t h e r a c c e p ta b le w a y s t o d is p la y p r o je c t in f o r m a t io n o n a m ile s t o n e c h a r t .
Quality planning
Communications planning
Organizational planning
Procurement planning
Solicitation planning
Staff acquisition
Risk identification
Risk quantification
Risk response development
Initiating Planning
Processes Processes
Executing
Controlling
Processes
Processes
Closing
Processes
E x e c u tin g P ro c e s s e s
4 .2
P r o je c t P la n
E x e c u tio n
F a c ilita tin g P r o c e s s e s
8 .2
F ro m th e Q u a lity To th e
A s s u ra n c e C o n tro llin g
P la n n in g
P ro c e s s e s 1 0 .2
I n f o r m a tio n
9 .3
Te a m
P ro c e s s e s
(F ig u re 3 – 5 ) D is tr ib u tio n D e v e lo p m e n t (F ig u re 3 – 7 )
5 .4
S c ope
V e r ifi c a tio n
1 2 .3 1 2 .4
S o lic ita tio n S o u rc e
S e le c tio n
F ro m th e 1 2 .5
C o n tro llin g C o n tr a c t
P ro c e s s e s A d m in is tr a tio n
(F ig u re 3 – 7 )
Information distribution
Team development
Quality assurance
Scope verification
Solicitation
Source selection
Contract administration
Initiating Planning
Processes Processes
Executing
Controlling
Processes
Processes
Closing
Processes
C o n tro llin g P ro c e s s e s
1 0 .3 4 .3
P e rf o r m a n c e O v e ra ll
R e p o rtin g C h a n g e C o n tro l
F a c ilita tin g P ro c e s s e s To th e
P la n n in g
F ro m th e P ro c e s s e s
E x e c u tin g (F ig u re 3 – 5 )
5 .5 6 .5 7 .4
P ro c e s s e s S c ope C hange S c h e d u le Cost
(F ig u re 3 – 6 ) C o n tro l C o n tro l C o n tro l
8 .3 1 1 .4
Q u a lity R is k R e s p o n s e
C o n tro l C o n tro l
To th e
C lo s in g
P ro c e s s e s
(F ig u re 3 – 8 )
Earned Value
A method for measuring project performance
The budgeted cost of work performed for an activity or group of activities
Compares the planned amount of work with the accomplished amount of
work to determine if cost and scheduled performance is as planned
Initiating Planning
Processes Processes
Executing
Controlling
Processes
Processes
Closing
Processes
C lo s in g P r o c e s s e s
1 2 .6 1 0 .4
F ro m th e C o n tr a c t A d m in is tr a tiv e
C o n t r o llin g C lo s e -o u t C lo s u r e
P ro c e s s e s
(F ig u r e 3 – 7 )
Authorization
Start
Initiating Planning
Plans and
Processes Processes Updates
Changes
Status Executing
Controlling
Processes
Processes Guidance
Direction
Closing Operations
Processes
PM position descriptions
Reward system congruence
Career paths
Competency models
Training and development opportunities
Certification
C h ie f P r o je c t
E x e c u tiv e C o o r d in a tio n
F u n c t io n a l F u n c t io n a l F u n c t io n a l
M anager M anager M anager
S ta ff S ta ff S ta ff
S ta ff S ta ff S ta ff
( B la c k b o x e s r e p r e s e n t s t a ff e n g a g e d in p r o je c t a c t iv it ie s . )
C h ie f
E x e c u t iv e
S ta ff S ta ff S ta ff P r o je c t M a n a g e r
S ta ff S ta ff S ta ff P r o je c t M a n a g e r
S ta ff S ta ff S ta ff P r o je c t M a n a g e r
( B la c k b o x e s r e p r e s e n t s t a f f e n g a g e d in p r o je c t a c t iv it ie s . ) P ro je c t
C o o r d in a t io n
P r o je c t C h ie f
C o o r d in a t io n
E x e c u tiv e
P r o je c t P r o je c t P r o je c t
M anager M anager M anager
S ta ff S ta ff S ta ff
S ta ff S ta ff S ta ff
( B la c k b o x e s r e p r e s e n t s t a f f e n g a g e d in p r o je c t a c t iv it ie s . )
If you were given authority for a day and tasked to improve project
management in your organization, what changes would you make:
To the organization structure and delegation of responsibilities?
Scope
Quality
Copyright © 1999 Project Management
Institute, Inc. All Rights Reserved. 138
Project Integration Management
Overlapped processes
Effective change control and communication systems
Reduced development time and cost
Early and ongoing involvement of all stakeholders
Early visibility of results
Early problem identification and resolution
Use all relevant expertise at earliest meaningful time
“Includes the processes required to ensure that the project includes all of
the work required, and only the work required to complete the project
successfully.”
Initiation
Scope planning
Scope definition
Scope verification
Scope change control
Configuration Management
A mechanism to track budget, schedule variances, and deliverable
versions
Specification
A precise definition of a physical item, procedure, service, or result
for the purpose of purchase and/or implementation of an item or
service
Sources of Scope Change
Variation in government regulations
Failure to include a required feature in the design of the product
Customers who change their minds about the desired nature of the
deliverable
Definition
A subset of project management that includes the processes required
to ensure timely completion of the project
Processes
Activity definition
Activity sequencing
Activity duration estimating
Schedule development
Schedule control
Remodel Kitchen
Purchase Purchase
Level 2
Appliances Fixtures
16 4.1 WIRING 2d
17 4.2 INSTALL LIGHTS 1d
18 5 MECHANICAL 2d
19 5.1 INSTALL PIPING 2d
20 6 READY FOR DINNER 1d
Feb 28, '99 Mar 7, '99 Mar 14, '99 Mar 21, '99
ID Task Name Dur ES Date EF Date S S M T W T F S S M T W T F S S M T W T F S S M T W T F
1 DESIGN 10d
2 SELECT DESIGNER 3d
3 CREATE PLANS 5d
4 SELECT CONTRACTOR 2d
5 PURCHASING 6d
6 PURCHASE APPLIANCES 6d
7 CARPENTERS 15d
8 TEAR OUT 3d
9 CHANGE WALLS 4d
11 INSTALL SINK 1d
12 INSTALL DISHWASHER 2d
13 INSTALL FLOOR 2d
16 WIRING 2d
17 INSTALL LIGHTS 1d
18 MECHANICAL 2d
19 INSTALL PIPING 2d
20 READY FOR DINNER 1d
Feb 28, '99 Mar 7, '99 Mar 14, '99 Mar 21, '99 Mar
ID Task Name Dur LS Date LF Date F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S
1 DESIGN 10d
2 SELECT DESIGNER 3d
3 CREATE PLANS 5d
4 SELECT CONTRACTOR 2d
5 PURCHASING 6d
6 PURCHASE APPLIANCES 6d
7 CARPENTERS 15d
8 TEAR OUT 3d
9 CHANGE WALLS 4d
10 INSTALL NEW CABINETS 3d
11 INSTALL SINK 1d
12 INSTALL DISHWASHER 2d
13 INSTALL FLOOR 2d
14 FINISH AND CLEANUP 1d
15 ELECTRICAL 3d
16 WIRING 2d
17 INSTALL LIGHTS 1d
18 MECHANICAL 2d
19 INSTALL PIPING 2d
20 READY FOR DINNER 1d
Feb 28, '99 Mar 7, '99 Mar 14, '99 Mar 21, '99 Ma
ID Task Name Dur ES Date EF Date LS Date LF Date T Float T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S
1 DESIGN 10d
2 SELECT DESIGNER 3d
3 CREATE PLANS 5d
4 SELECT CONTRACTOR 2d
5 PURCHASING 6d
6 PURCHASE APPLIANCES 6d
7 CARPENTERS 15d
8 TEAR OUT 3d
9 CHANGE WALLS 4d
10 INSTALL NEW CABINETS 3d
11 INSTALL SINK 1d
12 INSTALL DISHWASHER 2d
13 INSTALL FLOOR 2d
Total Float = Late Finish Date – Early Finish Date
14 FINISH AND CLEANUP 1d
15 ELECTRICAL 3d
16 WIRING 2d
17 INSTALL LIGHTS 1d
18 MECHANICAL 2d
19 INSTALL PIPING 2d
20 READY FOR DINNER 1d
2 SELECT DESIGNER 3d 1 3 1 3 0d
3 CREATE PLANS 5d 4 8 4 8 0d
4 SELECT CONTRACTOR 2d 9 10 9 10 0d
5 PURCHASING 6d 9 14 12 17 3d
Float
6 PURCHASE APPLIANCES 6d 9 14 12 17 3d
7 CARPENTERS 15d 11 25 11 25 0d
8 TEAR OUT 3d 11 13 11 13 0d
9 CHANGE WALLS 4d 14 17 14 17 0d
11 INSTALL SINK 1d 21 21 22 22 1d
12 INSTALL DISHWASHER 2d 21 22 21 22 0d
13 INSTALL FLOOR 2d 23 24 23 24 0d
15 ELECTRICAL 3d 18 20 20 22 2d
16 WIRING 2d 18 19 20 21 2d
17 INSTALL LIGHTS 1d 20 20 22 22 2d
18 MECHANICAL 2d 18 19 19 20 1d
19 INSTALL PIPING 2d 18 19 19 20 1d
Earned Value
Budgeted Cost of Work Performed (BCWP)
Related Terms
Budgeted Cost of Work Scheduled (BCWS)
Actual Cost of Work Performed (ACWP)
Budget at Completion (BAC)
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
BAC
ACWP
BCWS
Dollars
BCWP
Current Date
“… the processes required to make the most effective use of the people
involved with the project.”
Organizational planning
Staff acquisition
Team development
PERSO N ...
A B C D E F
PHASE
R e q u ire m e n ts S R A P P
F u n c t io n a l S A P P
D e s ig n S R A I P
D e v e lo p m e n t R S A P P
T e s tin g S P I A P
P = P a r tic ip a n t A = A c c o u n t a b le R = R e v ie w r e q u ir e d
I = I n p u t r e q u ir e d S = S ig n - o f f r e q u ir e d
Copyright © 1999 Project Management
Institute, Inc. All Rights Reserved. 162
Responsibility Chart Characteristics
Approving authority
Prime implementation accountability
Support
Notification
Identified and described the nine knowledge areas and the core
processes in each
Allocated typical processes and activities to their appropriate knowledge
area
Decision-maker Manager
Coach Sales person
Communication channel PM expert
Encourager Facilitator
T h e P r o je c t
M anagem ent
B o d y o f K n o w le d g e
G e n e r a lly A c c e p t e d
P r o je c t M a n a g e m e n t
K n o w le d g e a n d P r a c t ic e
G e n e ra l
M anagem ent A p p lic a tio n
K n o w le d g e A r e a K n o w le d g e
a n d P r a c tic e a n d P r a c tic e
T h is f ig u r e is a c o n c e p t u a l v ie w o f th e s e
Copyright © 1999 Project Management
r e l a tio n s h ip s . T h e o v e r la p s s h o w n a r e n o t p r o p o r t io n a l.
Knowledge
Behaviors
Attitude
Organizational environment
Project environment
Fit
Self-knowledge and ability to adjust
CMM™ background
Levels of Software Engineering Maturity Model
Basic
Repeatable
Defined
Managed
Optimized
Assessments reveal:
Fit between you, the organization, and the project
Your development needs and strengths
PM strategies most likely to be successful
PM strategies to be avoided
Guide for tools and techniques selection
Guide your performance expectations of self and others
And They:
Influence your own management style
Complete the exercise in your manual, and then discuss the implications
with a classmate
Identify knowledge gaps, strengths, and possible developmental activities
including:
Growth assignments
Seminars
Self-study
Degree programs
Other?