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Chapter 3
Project Management Processes
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
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Project Management Processes
1.Initiating the project
2.Planning the project
3.Executing the project
4.Monitoring and Controlling the project
5.Closing the project
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Project Management Process
Chart
• Note for Kamran (Refer to Rita’s Process
Chart - Ch 3 (Pg 41) – We need to have
this chart animated. We will send you a
copy of the chart.
• Need to animate an exercise from the
book – Page 57. We will send you the
scan of the exercise
• Narrator just needs to read the bullets
from the animation
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Project Management Process Flow
Note for
Source: PMBOK® Guide 4 edition Page 40
Kamran – We
need to
OPM3 and PMBOK are registered marks of Project
animate this PMP, CAPM, PgMP, PMI-SP , PMI-RMP,
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
picture
www.Inov8Solutions.com
th
Review Quiz
Which process groups must be included in
every project?
A. Planning, executing, and closing
B. Initiating, planning, and executing
C. Initiating, planning, executing, monitoring
and controlling, and closing
D. Planning, executing, and monitoring and
controlling
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Review Quiz
Project Management Process Groups are:
A. Overlapping activities that occur at varying
levels of intensity throughout the project
B. Overlapping activities that occur at the same
level of intensity throughout the project
C. Discrete, one-time events
D. Discrete, repetitive events that occur at the
same level of intensity throughout each phase
the project
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Initiating Process Group
• How does your organization decide which
project(s) to choose?
– ROI
– Cost Benefit Analysis
– Discussed in detail in Integration chapter.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Inputs & Outputs
• Inputs for this Process Group?
– Understand why these are important.
• Activities?
– Develop Project Charter
– Identify Stakeholders
– Split large projects into phases
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Notes for Kamran
Note for Kamran – Page 61 from the book
needs to be animated
Narrator just needs to read each activity
from the animation
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
When are we in initiation?
• Initiation Process is begun due to
– Business need
– Begin a new phase of the project
– reevaluate the business need due to
• Project problems
• Change requirements
• Change in market conditions (competitor activity)
Note for Kamran –Animation required
(Page 63)
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Review Quiz
Reviewing the initiating processes at the start of each
project phase:
A. Is a waste of time and should be avoided whenever
possible.
B. Helps to keep project focused on the business need
that the project was undertaken to address.
C. Helps ensure that the project continues regardless of
the changes in the business needs.
D. Helps ensure continuous employment of the project
team members even if the project is unlikely to satisfy
the business need that it was undertaken to address.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Review Quiz
The BEST time to assign a project manager
to a project is during:
A. Executing
B. Closing
C. Initiating
D. Planning
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Review Quiz
All of the following must be performed during
project initiating EXCEPT:
A. Identify and document business needs
B. Create a project scope statement
C. Divide a large project into phases
D. Accumulate and evaluate historical
information.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Planning Process Group
• What do we need to plan for?
– Define Scope
– Work Breakdown Structure
– Define Activities & Schedule
– Estimate Time & Cost
– Quality Planning
– Procurement Planning
– Human Resource Planning
• Which stakeholders should be involved in this process?
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Planning Activities
•
Note for Kamran – We need to animate
the planning process group activities
from page 41 Chart. We will scan and
provide the chart.
•
Notice Activity 'Go back – iteration'
–
–
Why is this activity after 'Perform risk
identification'?
Why need to do this?
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Planning Activities contd
Note for Kamran – We need to animate
the planning activities listed on page 65,
66 and 67
Narrator to read the activities as they
appear on the screen
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
When are we in Planning?
•
Note for Kamran – Animate the picture
from page 68. We will provide the
picture.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Exam Tip
• Remember “Project Plan” is different than
“Project Schedule”
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Review Quiz
Identifying which quality standards are
relevant to the project and determining
how to satisfy them should be addresses
during:
A. The conceptual phase
B. The Planning process
C. Project implementation
D. Risk identification
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Review Quiz
All of the following occur during the planning
process group EXCEPT:
A. Develop Project Charter
B. Create WBS
C. Estimate Costs
D. Sequence Activities
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Review Quiz
A detailed project schedule can be created
only after creating the:
A. Project budget
B. Work Breakdown Structure (WBS).
C. Project Management Plan
D. Detailed risk assessment
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Executing Process Group
•
What is the purpose of this group?
–
–
–
•
To complete the work defined in the plan
To meet the project objectives
The “do” step (start, plan, do, check and
act, end)
This process consumes most amount of
time, resources and money
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
When are we in Execution Process
Group?
Note for Kamran – We need to animate the
picture on page 72.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Executing Process Group
Activities
•
•
•
•
•
•
•
Direct and Manage Project Execution
Perform Quality Assurance
Acquire Project Team
Develop Project Team
Manage Project Team
Conduct Procurements
Distribute Information
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Activities Involved in Project
Execution
Note for Kamran – We need to animate
the Execution activities listed on page 70
and 71. We will provide you the details
Narrator to read the activities as they
appear on the screen
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Review Quiz
Which project management process group
generally takes the MOST project time
and resources?
A. Planning
B. Design
C. Integration
D. Executing
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Review Quiz
Which process group focuses on completing
the requirements of the project?
A. Initiating
B. Planning
C. Closing
D. Executing
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Monitoring And Controlling
• Monitors project activities against the plan and baseline
– How many baselines do we have?
• Approving change requests
– Recommended corrective and preventive
actions
– Defect repair
– Change control process / Change control board
• Why Monitor and Control?
– Keep scope creep in check
– Keep project on track (on time, on budget)
– Handle changes amicably
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
What to Monitor?
•
•
•
•
•
•
Scope
Schedule
Cost
Quality
Risks
Procurements
• Use regular measurements and reports
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Monitor And Control
Triggers
• We enter Monitor and Control when
– Requested changes (corrective/preventive actions, defect repair)
– Work performance information
– deliverables
• We can exit Monitor and Control to
– Initiating Group to review project charter
– Planning Group to re-plan
– Executing Group to repair defects
– Closing Group if the project is complete
 Note for Kamran – we need to animate picture on page 78.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
Closing Process Group
• The last set of activities on a project.
• What comes next?
• Project is Complete?
– Close the project.
• Project Phase is complete?
– Close the phase.
• Project terminated?
– Close the project
– What is there to close in this case?
– Why do this?
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
When do we enter in Project
Closing
Note for Kamran – We need the picture
animated from Page 81.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
3.7 Closing Activities
•
•
•
•
•
•
Finalize activities across all process groups
Formally complete contractual obligations
Verify completion of the defined processes
Close procurement contracts
Release resources
Handover
• Note for Kamran – We need to animate page
79 and 80 and have Narrator read them out.
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
3.7 Closing Outputs
• Below tasks are outcomes from this process:
–
–
–
–
–
–
Obtain formal acceptance from customer or sponsor
Conduct post-project or phase end review
Record impacts of changes to any process
Document lessons learned
Update Organizational Process Assets
Archive all Project documents in the Project
Management Information system
– Close out all procurements
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
End of Chapter Quiz
Questions 1. You have been asked to edit the
descriptions in the online help feature of one of
your company's ongoing standard software
applications. The description relates to the
procedure for downloading files. This is an
example of:
A. Project Execution
B. Project Initiation
C. Operations
D. Project Control
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
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www.Inov8Solutions.com
End of Chapter Quiz
Question 2. Which of the following is NOT a
characteristic of the Project Management
Plan?
A. Collection of subsidiary plans
B. Formal, written communication
C. Bar chart that shows the order of tasks
and their resource assignments
D. Must be approved by project sponsor
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
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End of Chapter Quiz
Question 3. When is the BEST time to have
project kickoff meetings?
A. At the beginning of the project
B. When each deliverable is created
C. At the start of each phase
D. When the Communications Management
plan is approved
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
End of Chapter Quiz
Question 4. Which of the following is NOT
an output of the Close Project process?
A. Project closure documents
B. Project management methodology
C. Project files
D. Formal acceptance documentation
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
End of Chapter Quiz
Question 5. Customer satisfaction should be
measured at the end of the project to maintain
long-term relationships. Which of the following
is NOT always an aspect of customer
satisfaction?
A. The product meets its stated and unstated
requirements
B. The project is profitable
C. The product is high quality
D. The customer’s needs are met
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
End of Chapter Quiz
Question 6. Your client has terminated your project before it
is complete. Which of the following is true?
A. You must stop all work and release the team
immediately
B. You must work with the team to document the lessons
learned
C. You must keep the team working on the project to give
your senior management time to talk to the client
D. You must update the project management plan to
reflect this change
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com
End of Chapter Quiz
Question 7. You have just been authorized
to manage a new project for your
company. Which of the following BEST
describes your first action?
A. Create the work breakdown structure
B. Develop the project management plan
C. Develop the project charter
D. Create the preliminary scope statement
PMP, CAPM, PgMP, PMI-SP , PMI-RMP, OPM3 and PMBOK are registered marks of Project
Management Institute, Inc
Inov8Solutions Inc – Quality Educational Services For Professionals
www.Inov8Solutions.com