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The Project Management Process Groups
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The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

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Page 1: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

The Project Management Process Groups

Page 2: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Describe the five project management process groups.

Understand how the project management process groups relate

to the project management knowledge areas.

Review a case study of an organization applying the project

management process groups to manage an information

technology project.

Page 3: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Project management can be viewed as a number of interlinked processes.

A process is a series of actions directed toward a particular result.

The project management process groups include:

◦ Initiating processes.

◦ Planning processes.

◦ Executing processes.

◦ Monitoring and controlling processes.

◦ Closing processes.

Process groups can be applied to each phase of the project.

Page 4: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,
Page 5: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Initiating processes include defining and authorizing a project or project phase.

Prepare Project Charter, which is a document that describe the project and it’s goals.

Register stakeholder.

Take place at the beginning of each phase.

Reexamine the business need for the project during every phase of the project life cycle, to determine if the project is worth continuing, should be redirected, or canceled.

Page 6: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Planning processes include devising and maintaining a workable scheme to ensure that the project addresses the organization’s needs.

There are several plans for projects:

Scope management plan: define the work that needs to be done.

Schedule management plan: schedule activities related to the work.

Cost management plan: estimate cost for performing the work.

Quality management plan: product meets written specifications and intended use.

Procurement management plan: decide what resources to produce to accomplish the work.

To account for changing conditions on the project and in the organization, project teams often revise plans during each phase of the project life cycle.

Page 7: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Executing processes include coordinating people and other resources to carry out the various plans and produce the products, services, or results of the project or phase.

Acquiring and developing the project team.

Performing quality assurance.

Managing stakeholder expectations.

Conducting procurements.

Page 8: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Monitoring and controlling processes include measuring and monitoring progress against all plans to ensure that the project team meets the project objectives, stakeholder needs, and quality standard.

Reporting performance is a controlling and monitoring process, where project Stakeholders can identify any necessary changes to keep project on track.

Page 9: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Closing processes include formalizing acceptance of the project or project phase and ending it efficiently.

Archiving project files.

Closing out contracts.

Document lessons learned.

Receiving Formal acceptance of the delivered work from customers.

Page 10: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Executing process requires the most resources and time,

followed by planning process.

Initiating and closing process are usually the shortest, and

require the least amount of resources and time.

Page 11: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,
Page 12: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Mapping the main activities of each project management

process group into the nine project management knowledge

areas through PMBOK.

The PMI Project Management Body Of Knowledge (PMBOK)

framework is structured around:

Five process groups which made up of component processes consisting

of tools, techniques, and outcomes organized within.

Nine knowledge areas.

Page 13: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Process Groups supply a roadmap to follow, and knowledge

Areas described the methods of how to get to our destination,

which is project success..

Page 14: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,
Page 15: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,
Page 16: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,
Page 17: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Each phase consists of all five process groups interacting over

time.

The Initiating process group is the process that begins the

project as well as each phase.

The Closing process is the process that end each phase as well

as the entire project, by reviewing what was accomplished in

the previous phase and what needs to be done or redone in the

next phase.

Page 18: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

This case study provides an example of what’s involved in initiating, planning, executing, controlling, and closing an IT project.

Note: This case study provides a big picture view of managing a project; later chapters provide detailed information on each knowledge area.

Page 19: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

It is good practice to lay the groundwork for a project before it

officially starts.

Senior managers often perform several pre-initiation tasks,

including the following:

◦ Determine the scope, time, and cost constraints for the project.

◦ Identify the project sponsor.

◦ Select the project manager.

◦ Develop a business case for a project.

◦ Meet with the project manager to review the process and expectations

for managing the project.

◦ Determine if the project should be divided into two or more smaller

projects.

Page 20: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Initiating a project includes recognizing and starting a new project or project phase.

The main goal is to formally select and start off projects.

The Project Initiation knowledge areas, processes, and output described below:

Page 21: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Project Charter and Kick-off-meeting:

Project Charters are normally short and include key project

information (project title, start and finish date, objectives,

budget, manager, success criteria, approach, roles and

responsibilities) and stakeholder signatures.

It’s good practice to hold a kick-off meeting at the beginning

of a project so that stakeholders can meet each other, review

the goals of the project, and discuss future plans.

The kick-off meeting is often held after the business case and

project charter are completed.

Page 22: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Kick-off Meeting Agenda :

Page 23: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Stakeholder register: is a document that includes details related to the identified project stakeholders.

Page 24: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Stakeholder management strategy: is an approach to help increase the support of stakeholders throughout the project.

Page 25: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

The main purpose of project planning is to guide execution.

Every knowledge area includes planning information.

Key outputs included in the JWD project include:

◦ A team contract.

◦ A project scope statement.

◦ A work breakdown structure (WBS).

◦ A project schedule, in the form of a Gantt chart with all dependencies and resources entered.

◦ A list of prioritized risks (part of a risk register).

Page 26: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Scope Statement: lists the product characteristics and requirements, summarizes the deliverables, and describes project success criteria in detail.

Work Breakdown Structured WBS: provides the basis for deciding how to do the work, provides a basis for creating the project schedule and performing some tools for measuring and forecasting project performance.

Page 27: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Gantt chart:

Page 28: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

List of Prioritized Risks: includes information on root causes of the risks, warning signs that potential risks might occur, and response strategies for the risks.

Page 29: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Usually takes the most time and resources to perform project execution .

Project managers must use their leadership skills to handle the many challenges that occur during project execution.

A milestone report can help focus on completing major milestones, including necessary activities, setting schedule goals and monitoring progress.

Page 30: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Part of Milestone Report :

Page 31: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Involves measuring progress toward project objectives, monitoring deviation from the plan, and taking correction actions.

Affects all other process groups and occurs during all phases of the project life cycle.

Outputs include performance reports, change requests, and updates to various plans.

Page 32: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

Involves gaining stakeholder and customer acceptance of the

final products and services.

Even if projects are not completed, they should be closed out

to learn from the past.

Outputs include project archives and lessons learned, part of

organizational process assets.

Most projects also include a final report and presentation to

the sponsor/senior management.

Page 33: The Project Management Process Groupsis331.yolasite.com/resources/ch03.pdf · Initiating processes include defining and authorizing a project or project phase. Prepare Project Charter,

The five project management process groups are initiating,

planning, executing, monitoring and controlling, and closing.

You can map the main activities of each process group to the

nine knowledge areas.

The JWD Consulting case study provides an example of using

the process groups and shows several important project

documents.