The Project Management Body of Knowledge (PMBOK)

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The Project Management Body of Knowledge (PMBOK)
Study Guide
The PMBOK guide is an attempt to document the
generally accepted PM information and practices
and has since become the standard amongst project
management around the globe.
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(No Transcript)
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The Project Management Body of Knowledge (PMBOK)
is a collection of processes and knowledge areas
generally accepted as best practice within the
project management discipline. As an
internationally recognized standard (IEEE Std
1490-2003) it provides the fundamentals of
project management, irrespective of the type of
project be it construction, software,
engineering, automotive etc.
PMBOK recognizes 5 basic process groups
containing 42 processes and 9_knowledge areas
typical of almost all projects.

• Processes overlap and interact throughout a
  project or phase.
• Processes are described in terms of
• Inputs (documents, plans, designs, etc.)
• Tools and Techniques (mechanisms applied to
  inputs)
• Outputs (documents, products, etc.)

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• The Project Management Knowledge Areas organize
  the 42 project management processes into nine
  Knowledge Areas.
• 1. Integration Management
• 2. Scope Management
• 3. Time Management
• 4. Cost Management
• 5. Quality Management
• 6. HR Management
• 7. Communication Management
• 8. Risk Management
• 9. Procurement Management
• Project Management Knowledge Areas describe the
  key competencies that project managers must
  develop.
• Four core knowledge areas lead to specific
  project objectives (scope, time, cost, and
  quality).
• Four facilitating knowledge areas are the
  means through which the project objectives are
  achieved (human resources, communication, risk,
  and procurement management).
• One knowledge area (project integration
  management) affects and is affected by all of the
  other knowledge areas.

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Project Management Process Groups and Knowledge
Areas Map (Process Matrix Chart)
Knowledge Areas Project Management Process Groups Project Management Process Groups Project Management Process Groups Project Management Process Groups Project Management Process Groups
Knowledge Areas Initiating Planning Executing Monitoring Controlling Closing
Project Integration Management Develop Project Charter Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Perform Integrated Change Control Close Project or Phase
Project Scope Management Collect Requirements Define Scope Create Work Breakdown Structure (WBS) Verify Scope Control Scope
Project Time Management Project Time Management Define Activities Sequence Activities Estimate Activity Resources Estimate Activity Durations Develop Schedule Control Schedule
Project Cost Management Estimate Costs Determine Budget Control Costs
Project Quality Management Plan Quality Perform Quality Assurance Perform Quality Control
Project Human Resource Management Develop Human Resource Plan Acquire Project Team Develop Project Team Manage Project Team
Project Communications Management Identify Stakeholders Plan Communications Distribute Information Manage Stakeholder Expectations Report Performance
Project Risk Management Plan Risk Management Identify Risk Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Response Monitor Control Risk
Project Procurement Management Plan Procurements Conduct Procurements Administer Procurements Close Procurements
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Project Management Process Groups and Knowledge
Areas Map (Process Matrix Chart)
Knowledge Areas Project Management Process Groups Project Management Process Groups Project Management Process Groups Project Management Process Groups Project Management Process Groups
Knowledge Areas Initiating Planning Executing Monitoring Controlling Closing
Project Integration Management Develop Project Charter Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Perform Integrated Change Control Close Project or Phase
Project Scope Management Collect Requirements Define Scope Create Work Breakdown Structure (WBS) Verify Scope Control Scope
Project Time Management Project Time Management Define Activities Sequence Activities Estimate Activity Resources Estimate Activity Durations Develop Schedule Control Schedule
Project Cost Management Estimate Costs Determine Budget Control Costs
Project Quality Management Plan Quality Perform Quality Assurance Perform Quality Control
Project Human Resource Management Develop Human Resource Plan Acquire Project Team Develop Project Team Manage Project Team
Project Communications Management Identify Stakeholders Plan Communications Distribute Information Manage Stakeholder Expectations Report Performance
Project Risk Management Plan Risk Management Identify Risk Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Response Monitor Control Risk
Project Procurement Management Plan Procurements Conduct Procurements Administer Procurements Close Procurements
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Develop Project Charter PROCESS GROUP
Initiating KNOWLEDGE AREA
Project Integration Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Expert judgment

1. Project Charter

1. Project Statement of work
2. Business case
3. Contract
4. Enterprise environmental factors
5. Organizational process assets

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Identify Stakeholders PROCESS GROUP
Initiating KNOWLEDGE AREA
Project Communications Management Inputs, Tools
and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Stakeholder analysis
2. Expert judgment

• Stakeholder register
• Stakeholder management strategy

• Project Charter
• Procurement documents
• Enterprise environmental factors
• Organizational process assets

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Develop Project Management Plan PROCESS GROUP
Planning KNOWLEDGE AREA Project
Integration Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Expert judgment

1. Project Management Plan

1. Project charter
2. Outputs from planning processes
3. Enterprise environmental factors
4. Organizational process assets

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Collect Requirements PROCESS GROUP Planning
KNOWLEDGE AREA Project Scope
Management Inputs, Tools and Techniques, and
Outputs
Inputs
Tools Techniques
Outputs

• Interviews
• Focus groups
• Facilitated workshops
• Group creativity techniques
• Group decision-making techniques
• Questionnaires and surveys
• Observations
• Prototypes

1. Requirements documentation
2. Requirements management plan
3. Requirements traceability matrix

1. Project charter
2. Stakeholder register

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Define Scope PROCESS GROUP Planning
KNOWLEDGE AREA Project Scope Management
Inputs, Tools and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Expert judgment
2. Product analysis
3. Alternative identification
4. Facilitated workshops

1. Project scope statement
2. Project document updates

1. Project charter
2. Requirements documentation
3. Organizational process assets

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Create Work Breakdown Structure (WBS) PROCESS
GROUP Planning KNOWLEDGE AREA
Project Scope Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Decomposition

1. WBS
2. WBS dictionary
3. Scope baseline
4. Project document updates

1. Project Scope Statement
2. Requirements documentation
3. Organizational process assets

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Define Activities PROCESS GROUP Planning
KNOWLEDGE AREA Project Time
Management Inputs, Tools and Techniques, and
Outputs
Inputs
Tools Techniques
Outputs

1. Decomposition
2. Rolling wave planning
3. Templates
4. Expert judgment

• Activity list
• Activity attributes
• Milestone list

1. Scope baseline
2. Enterprise environmental factors
3. Organizational process assets

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Sequence Activities PROCESS GROUP Planning
KNOWLEDGE AREA Project Time
Management Inputs, Tools and Techniques, and
Outputs
Inputs
Tools Techniques
Outputs

1. Precedence diagram method (PDM)
2. Dependency determination
3. Applying leads and lags
4. Schedule Network Templates

1. Project schedule network diagrams
2. Project document updates

1. Activity List
2. Activity attributes
3. Milestone list
4. Project scope statement
5. Organizational process assets

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Estimate Activity Resources PROCESS GROUP
Planning KNOWLEDGE AREA Project
Time Management Inputs, Tools and Techniques,
and Outputs
Inputs
Tools Techniques
Outputs

1. Expert judgment
2. Alternative analysis
3. Published estimating data
4. Bottom-up estimating
5. Project Management software

1. Expert judgment
2. Alternative analysis
3. Published estimating data
4. Bottom-up estimating
5. Project Management software

• Activity List
• Activity attributes
• Resource calendars
• Enterprise environmental factors
• Organizational process assets

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Estimate Activity Durations PROCESS GROUP
Planning KNOWLEDGE AREA Project
Time Management Inputs, Tools and Techniques,
and Outputs
Inputs
Tools Techniques
Outputs

1. Expert judgment
2. Analogous estimating
3. Parametric estimating
4. Three-point estimates
5. Reserve analysis

1. Activity duration estimates
2. Project document updates

1. Activity list
2. Activity attributes
3. Activity resource requirements
4. Resource calendars
5. Project scope statement
6. Enterprise environmental factors
7. Organizational process assets

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Develop Schedule PROCESS GROUP Planning
KNOWLEDGE AREA Project Time
Management Inputs, Tools and Techniques, and
Outputs
Inputs
Tools Techniques
Outputs

• Schedule network analysis
• Critical path method
• Critical chain method
• Resource levelling
• What-if scenario analysis
• Applying leads and lags
• Schedule Compression
• Scheduling tool

1. Project Schedule
2. Schedule baseline
3. Schedule data
4. Project document updates

1. Activity List
2. Activity attributes
3. Project Schedule Network diagram
4. Activity Resource requirements
5. Resource Calendars
6. Activity duration estimates
7. Project scope statement
8. Enterprise Environmental Factors
9. Organizational process assets

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Estimate Costs PROCESS GROUP Planning
KNOWLEDGE AREA Project Cost Management
Inputs, Tools and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Expert Judgment
2. Analogous Estimate
3. Parametric Estimate
4. Bottom-Up Estimate
5. Three-Point Estimate
6. Reserve Analysis
7. Cost Of Quality
8. Project Management Estimating Software
9. Vendor Bid Analysis

1. Activity Cost Estimate
2. Basis of Estimates
3. Project Document updates

1. Scope Baseline
2. Project Schedule
3. HR Plan
4. Risk Register
5. Enterprise Environmental Factors
6. Organizational Process assets

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Determine Budget PROCESS GROUP Planning
KNOWLEDGE AREA Project Cost
Management Inputs, Tools and Techniques, and
Outputs
Inputs
Tools Techniques
Outputs

• Cost Aggregation
• Reserve Analysis
• Expert Judgment
• Historical relationships
• Funding limit reconciliation

1. Cost Performance BaselineProject Funding
   requirementsProject document updates

1. Activity Cost Estimates
2. Basis of Estimate
3. Scope Baseline
4. Project Schedule
5. Resource Calendars
6. Contracts
7. Organizational Process Assets

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Plan Quality PROCESS GROUP Planning
KNOWLEDGE AREA Project Quality Management
Inputs, Tools and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Cost-benefit analysis
2. Cost of quality
3. Control charts
4. Benchmarking
5. Design of experiments
6. Statistical sampling
7. Flow charting
8. Proprietary quality management methodology
9. Additional quality planning tools

1. Quality management plan
2. Quality metrics
3. Quality checklists
4. Process improvement plan
5. Project document updates

• Scope baseline
• Stakeholder register
• Cost performance baseline
• Schedule baseline
• Risk register
• Enterprise environmental factors
• Organizational Process assets

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Develop Human Resource Plan PROCESS GROUP
Planning KNOWLEDGE AREA Project
Human Resource Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Organization charts and
2. position descriptions
3. Networking
4. Organizational Theory

1. Human resource plan

1. Activity resource requirements
2. Enterprise environmental factors
3. Organizational process assets

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Plan Communications PROCESS GROUP Planning
KNOWLEDGE AREA Project
Communications Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Communication requirements analysis
2. Communication technology
3. Communication models
4. Communication methods

1. Communications management plan
2. Project document updates

1. Stakeholder register
2. Stakeholder management strategy
3. Enterprise environmental factors
4. Organizational process assets

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Plan Risk Management PROCESS GROUP Planning
KNOWLEDGE AREA Project Risk
Management Inputs, Tools and Techniques, and
Outputs
Inputs
Tools Techniques
Outputs

1. Planning meetings analysis

1. Risk Management plan

1. Project Scope Management
2. Cost management plan
3. Schedule management plan
4. Communication management plan
5. Enterprise environmental factors
6. Organizational process assets

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Identify Risk PROCESS GROUP Planning
KNOWLEDGE AREA Project Risk Management
Inputs, Tools and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Documentation reviews
2. Information gathering technique
3. Checklist analysis
4. Assumptions analysis
5. Diagramming techniques
6. SWOT analysis
7. Expert judgment

1. Risk register

1. Risk Management plan
2. Activity Cost Estimates
3. Activity duration estimates
4. Scope Baseline
5. Stakeholder register
6. Cost Management plan
7. Schedule Management plan
8. Quality Management plan
9. Project documents
10. Enterprise environmental factors
11. Organizational Process assets

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Perform Qualitative Risk Analysis PROCESS GROUP
Planning KNOWLEDGE AREA
Project Risk Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Risk probability and impact assessment
2. Probability and impact assessment
3. Risk data quality assessment
4. Risk categorization
5. Risk urgency assessment
6. Expert judgment

1. Risk register updates

1. Risk register
2. Risk Management plan
3. Project scope statement
4. Organizational process assets

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Perform Quantitative Risk Analysis PROCESS GROUP
Planning KNOWLEDGE AREA
Project Risk Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Data gathering and representative techniques
2. Quantitative risk analysis and modelling
   techniques
3. Expert Judgment

1. Risk register updates

1. Risk register
2. Risk Management Plan
3. Cost Management plan
4. Schedule Management plan
5. Organizational Process assets

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Plan Risk Response PROCESS GROUP Planning
KNOWLEDGE AREA Project Risk
Management Inputs, Tools and Techniques, and
Outputs
Inputs
Tools Techniques
Outputs

1. Strategies for negative risks or threats
2. Strategies for positive risks or opportunities
3. Contingent response strategies
4. Expert judgment

1. Risk register updates
2. Risk-related contract decisions
3. Project management plan updates
4. Project document updates

1. Risk register
2. Risk Management Plan

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Plan Procurements PROCESS GROUP Planning
KNOWLEDGE AREA Project Procurement
Management Inputs, Tools and Techniques, and
Outputs
Inputs
Tools Techniques
Outputs

1. Make-or-buy analysis
2. Expert judgment
3. Contract types

• Procurement management plan
• Procurement statements of work
• Make-or-buy decisions
• Procurement documents
• Source selection criteria
• Change requests

• Scope baseline
• Requirements documentation
• Teaming agreements
• Risk register
• Risk-related contract decisions
• Activity resource requirements
• Project schedule
• Activity cost estimates
• Cost performance baseline
• Enterprise environmental factors
• Organizational process assets

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Direct and Manage Project Execution PROCESS GROUP
Executing KNOWLEDGE AREA
Project Integration Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Expert judgement
2. Project management information system

1. Deliverable
2. Work performance information
3. Change requests
4. Project Management Plan Updates
5. Project document updates

• Project management plan
• Approved change requests
• Enterprise Environmental factors
• Organizational Process Assets

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Perform Quality Assurance PROCESS GROUP
Executing KNOWLEDGE AREA Project
Quality Management Inputs, Tools and Techniques,
and Outputs
Inputs
Tools Techniques
Outputs

1. Plan Quality and Perform Quality Control tools
   and techniques
2. Quality audits
3. Process analysis

1. Organizational process updates
2. Change requests
3. Project management plan updates
4. Project document updates

1. Project management plan
2. Quality metrics
3. Work performance information
4. Quality control measurements

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Acquire Project Team PROCESS GROUP Executing
KNOWLEDGE AREA Project Human
Resource Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Pre-assignment
2. Negotiation
3. Acquisition
4. Virtual teams

1. Project staff assignments
2. Resource calendars
3. Project management plan updates

1. Project management plan
2. Enterprise environmental factors
3. Organizational process assets

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Develop Project Team PROCESS GROUP Executing
KNOWLEDGE AREA Project Human
Resource Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Interpersonal skills
2. Training
3. Team-building activities
4. Ground rules
5. Co-location
6. Recognition and rewards

1. Interpersonal skills
2. Training
3. Team-building activities
4. Ground rules
5. Co-location
6. Recognition and rewards

1. Project staff assignments
2. Resource calendars
3. Project management plan updates

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Manage Project Team PROCESS GROUP Executing
KNOWLEDGE AREA Project Human
Resource Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Observation and conversation
2. Project performance appraisals
3. Conflict management
4. Issue log
5. Interpersonal skills

1. Enterprise environmental factors updates
2. Organizational process assets updates
3. Change requests
4. Project management plan updates

1. Project staff assignments
2. Project management plan
3. Team performance assets
4. Performance reports
5. Organizational process assets

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Distribute Information PROCESS GROUP
Executing KNOWLEDGE AREA Project
Communications Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Communication methods
2. Information distribution tools

1. Organizational process assets updates

1. Project management plan
2. Performance reports
3. Organizational process assets

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Manage Stakeholder Expectations PROCESS GROUP
Executing KNOWLEDGE AREA
Project Communications Management Inputs, Tools
and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Communication methods
2. Interpersonal skills
3. Management skills

1. Organizational process assets updates
2. Change requests
3. Project management plan updates
4. Project document updates

1. Stakeholder register
2. Stakeholder management strategy
3. Project management plan
4. Issue log
5. Change log
6. Organizational process assets

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Conduct Procurements PROCESS GROUP Executing
KNOWLEDGE AREA Project
Procurement Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Bidder conferences
2. Proposal evaluation techniques
3. Independent estimates
4. Expert judgment
5. Advertising
6. Internet search
7. Procurement negotiations

1. Selected sellers
2. Procurement contract award
3. Resource calendars
4. Change requests
5. Project management plan updates
6. Project document updates

1. Project Management Plan
2. Procurement documents
3. Source Selection criteria
4. Qualified seller list
5. Seller proposals
6. Project documents
7. Make-or-buy decisions
8. Teaming agreements
9. Organizational process assets

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Monitor and Control Project Work PROCESS GROUP
Monitoring Controlling KNOWLEDGE
AREA Project Integration Management Inputs,
Tools and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Expert judgment

1. Change requests
2. Project management plan updates
3. Project document updates

1. Project management plan
2. Performance reports
3. Enterprise environmental factors
4. Organizational process assets

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Perform Integrated Change Control PROCESS GROUP
Monitoring Controlling
KNOWLEDGE AREA Project Integration Management
Inputs, Tools and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Expert judgment
2. Change control meetings

1. Change request status updates
2. Project management plan updates
3. Project document updates

1. Project management plan
2. Work performance information
3. Change requests
4. Enterprise environmental factors
5. Organizational process assets

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Verify Scope PROCESS GROUP Monitoring
Controlling KNOWLEDGE AREA
Project Scope Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Inspection

1. Accepted Deliverable
2. Change requests
3. Project document updates

1. Project management plan
2. Requirements documentation
3. Requirements traceability matrix
4. Validated deliverables

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Control Scope PROCESS GROUP Monitoring
Controlling KNOWLEDGE AREA
Project Scope Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Variance analysis

1. Work performance measurements
2. Organizational process assets updates
3. Change requests
4. Project management plan updates
5. Project document updates

• Project management plan
• Work Performance Information
• Requirements documentation
• Requirements traceability matrix
• Organizational process assets

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Control Schedule PROCESS GROUP Monitoring
Controlling KNOWLEDGE AREA
Project Time Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Performance reviews
2. Variance analysis
3. Project management software
4. Resource levelling
5. What-if scenario analysis
6. Adjusting leads and lags
7. Schedule compression
8. Scheduling tool

1. Work performance measurementsOrganizational
   process assets updatesChange requestsProject
   management plan updatesProject document updates

1. Project management plan
2. Project schedule
3. Work performance information
4. Organizational process assets

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Control Costs PROCESS GROUP Monitoring
Controlling KNOWLEDGE AREA
Project Cost Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Earned Value management
2. Forecasting
3. To-complete performance index (TCPI)
4. Performance reviews
5. Variance analysis
6. Project Management software

1. Work performance measurements
2. Budget forecast
3. Organizational process assets updates
4. Change request
5. Project management plan updates
6. Project document updates

1. Project management Plan
2. Project funding requirements
3. Work Performance information
4. Organizational Process assets

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Perform Quality Control PROCESS GROUP
Monitoring Controlling KNOWLEDGE
AREA Project Quality Management Inputs,
Tools and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

• Cause and effect diagram
• Control charts
• Flow charting
• Histogram
• Pareto chart
• Run chart
• Scatter diagram
• Statistical Sampling
• Inspection
• Approved change requests review

1. Quality control measurements
2. Validated changes
3. Validated deliverables
4. Organizational process assets updates
5. Change requests
6. Project management plan updates
7. Project document updates

1. Project management plan
2. Quality metrics
3. Quality checklists
4. Work performance measurements
5. Approved change requests
6. Deliverable
7. Organizational process assets

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Report Performance PROCESS GROUP Monitoring
Controlling KNOWLEDGE AREA
Project Communications Management Inputs, Tools
and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Variance analysis
2. Forecasting methods
3. Communication methods
4. Reporting systems

1. Performance reports
2. Organizational process assets updates
3. Change requests

1. Project Management Plan
2. Work performance information
3. Work performance measurements
4. Budget forecasts
5. Organizational process assets

45
Monitor Control Risk PROCESS GROUP
Monitoring Controlling KNOWLEDGE
AREA Project Risk Management Inputs, Tools
and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Risk assessment
2. Risk audits
3. variance and trend analysis
4. Technical performance measurement
5. Reserve analysis
6. Status meetings

1. Risk register updates
2. Organizational Process assets updates
3. Change requests
4. Project management plan updates
5. Project document updates

1. Risk register
2. Project management plan
3. Work performance information
4. Performance reports

46
Administer Procurements PROCESS GROUP
Monitoring Controlling KNOWLEDGE
AREA Project Procurement Management Inputs,
Tools and Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Contract change control system
2. Procurement performance reviews
3. Inspection and audits
4. Performance reporting
5. Payment systems
6. Claims administration
7. Records management system

1. Procurement documentation
2. Organizational process assets updates
3. Change requests
4. Project management plan updates

1. Procurement documents
2. Project management plan
3. Contract
4. Performance reports
5. Approved change requests
6. Work performance information

47
Close Project or Phase PROCESS GROUP Closing
KNOWLEDGE AREA Project
Integration Management Inputs, Tools and
Techniques, and Outputs
Inputs
Tools Techniques
Outputs

1. Expert judgment

1. Final product, service or result transition
2. Organizational process assets updates

1. Project management plan
2. Accepted deliverables
3. Organizational process assets

48
Close Procurements PROCESS GROUP Closing
KNOWLEDGE AREA Project Procurement
Management Inputs, Tools and Techniques, and
Outputs
Inputs
Tools Techniques
Outputs

1. Procurement audits
2. Negotiated settlements
3. Records management system

1. Closed procurements
2. Organizational process updates

1. Project management plan
2. Procurement documentation