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Basics of project management - Coggle Diagram
Basics of project management
7.3 DETERMINE BUDGET
Process of aggregating the estimated costs of individual activities or work packages to
establish an authorized cost baseline.
PROJECT MANAGEMENT PLAN
Cost management plan
Resource management plan
Scope baseline
PROJECT DOCUMENTS
Basis of estimates
Cost estimates
Project schedule
Risk register
BUSINESS DOCUMENTS
Business case
Benefits management plan
ENTERPRISE ENVIRONMENTAL FACTORS
Can influence the Estimate Costs process include but are not limited to exchange rates.
For large-scale projects that extend multiple years with multiple currencies, the fluctuations of currencies need to be understood and built into the Determine Budget process.
COST AGGREGATION
Cost estimates are aggregated by work packages in accordance with the WBS.
DATA ANALYSIS
Technique that can be used in the Determine Budget process includes but is not limited to reserve analysis, which can establish the management reserves for the project.
HISTORICAL INFORMATION REVIEW
Can assist in developing parametric estimates or analogous estimates
Historical information used to develop the model is accurate
Parameters used in the model are readily quantifiable
Models are scalable, such that they work for large projects, small projects, and phases of a project
FUNDING LIMIT RECONCILIATION
The expenditure of funds should be reconciled with any funding limits on the commitment of funds for the project.
A variance between the funding limits and the planned expenditures will sometimes necessitate the rescheduling of
work to level out the rate of expenditures.
FINANCING
Entails acquiring funding for projects. It is common for long-term infrastructure, industrial, and public
services projects to seek external sources of funds.
COST BASELINE
Is the approved version of the time-phased project budget, excluding any management reserves,
which can only be changed through formal change control procedures.
8.1 PLAN QUALITY MANAGEMENT
Is the process of identifying quality requirements and/or standards for the project and its
deliverables, and documenting how the project will demonstrate compliance with quality requirements and/or standards.
PROJECT MANAGEMENT PLAN
Requirements management plan
Risk management plan.
Stakeholder engagement plan
Scope baseline
PROJECT DOCUMENTS
Assumption log
Requirements documentation
Requirements traceability matrix
Risk register
Stakeholder register
ENTERPRISE ENVIRONMENTAL FACTORS
Governmental agency regulations
Rules, standards, and guidelines specific to the application area
Geographic distribution
Organizational structure
Marketplace conditions
Working or operating conditions of the project or its deliverables
Cultural perceptions
EXPERT JUDGMENT
Quality assurance
Quality control
Quality measurements
Quality improvements
Quality systems
DECISION MAKING
Technique that can be used for this process includes but is not limited to multicriteria decision
analysis.
Multicriteria decision analysis tools can be used to identify the key issues and suitable alternatives to be prioritized as a set of decisions for implementation.
DATA REPRESENTATION
Flowcharts
They display the sequence of steps and the branching possibilities that exist for a process that tranforms one or more inputs into one or more outputs
Logical data model
Can be used to identify
where data integrity or other quality issues can arise.
Matrix diagrams
Help find the strength of relationships among different factors, causes, and objectives that exist between the rows and columns that form the matrix.
Mind mapping
May help in the rapid gathering of project
quality requirements, constraints, dependencies, and relationships.
TEST AND INSPECTION PLANNING
The project manager and the project team determine how to test or inspect the product, deliverable, or service to meet the stakeholders’ needs and expectations, as well as how to meet the goal for the product performance and reliability
QUALITY MANAGEMENT PLAN
Is a component of the project management plan that describes how applicable policies, procedures, and guidelines will be implemented to achieve the quality objectives.
Quality standards that will be used by the project
Quality objectives of the project
Quality roles and responsibilities
Project deliverables and processes subject to quality review
Quality control and quality management activities planned for the project
Quality tools that will be used for the project
Major procedures relevant for the project, such as dealing with nonconformance, corrective actions procedures,
and continuous improvement procedures
9.1 PLAN RESOURCE MANAGEMENT
Is the process of defining how to estimate, acquire, manage, and use team and physical
resources.
DATA REPRESENTATION
Hierarchical charts
Work breakdown structures
Organizational breakdown structure
Resource breakdown structure
Assignment Matrix
Shows the project resources assigned to each work package. It is used to illustrate the connections between work packages, or activities, and project team members.
Text-oriented formats
These documents provide information such as responsibilities, authority, competencies, and qualifications
RESOURCE MANAGEMENT PLAN
Is the component of the project management plan that provides guidance on how project resources should be categorized, allocated, managed, and released
Identification of resources
Methods for identifying and quantifying team and physical resources needed
Acquiring resources
Guidance on how to acquire team and physical resources for the project
Roles and responsibilities
Role
The function assumed by, or assigned to, a person in the project
Authority
The rights to apply project resources, make decisions, sign approvals, accept deliverables, and
influence others to carry out the work of the project
Responsibility
The assigned duties and work that a project team member is expected to perform in order to complete the project’s activities
Competence
The skill and capacity required to complete assigned activities within the project constraints
Project organization charts
Display of project team members and their
reporting relationships.
Project team resource management
Guidance on how project team resources should be defined, staffed, managed, and eventually released.
Training
Training strategies for team members
Resource control
Methods for ensuring adequate physical resources are available as needed and that the acquisition of physical resources is optimized for project needs
TEAM CHARTER
Team values
Communication guidelines
Decision-making criteria and process
Conflict resolution process
Meeting guidelines
Team agreements
10.1 PLAN COMMUNICATIONS MANAGEMENT
Is the process of developing an appropriate approach and plan for project communications activities based on the information needs of each stakeholder or group, available organizational, assets, and the needs of the project
COMMUNICATION REQUIREMENTS ANALYSIS
Stakeholder information and communication requirements from within the stakeholder register and stakeholder engagement plan
Number of potential communication channels or paths, including one-to-one, one-to-many, and many-to-many
communications
Organizational charts
Project organization and stakeholder responsibility, relationships, and interdependencies
Development approach
Disciplines, departments, and specialties involved in the project
Logistics of how many persons will be involved with the project and at which locations
Internal information needs
External information needs
COMMUNICATION TECHNOLOGY
Urgency of the need for information
Availability and reliability of technology
Ease of use
Project environment
Sensitivity and confidentiality of the information
COMMUNICATION MODELS
Sample basic sender/receiver communication model
Encode
Transmit messange
Decode
Sample interactive communication model
Acknowledge
Feedback/ response
COMMUNICATION METHODS
Interactive communication
Push communication
Pull communication.
Interpersonal communication
Mass communication
Small group communication
Public communication
Networks and social computing communication
INTERPERSONAL AND TEAM SKILLS
Communication styles assessment
Political awareness
Cultural awareness
COMMUNICATIONS MANAGEMENT PLAN
Stakeholder communication requirements
Information to be communicated, including language, format, content, and level of detail
Escalation processes
Reason for the distribution of that information
Timeframe and frequency for the distribution of required information and receipt of acknowledgment or response,
if applicable
Person responsible for communicating the information
Person responsible for authorizing release of confidential information
11.2 IDENTIFY RISKS
Is the process of identifying individual project risks as well as sources of overall project risk, and
documenting their characteristics.
PROJECT MANAGEMENT PLAN
Requirements management plan
Schedule management plan
Cost management plan
Quality management plan
Resource management plan
Risk management plan
Scope baseline
Schedule baseline
Cost baseline
DATA ANALYSIS
Root cause analysis
Assumption and constraint analysis
SWOT analysis
Document analysis
PROMPT LISTS
Is a predetermined list of risk categories that might give rise to individual project risks and that could also
act as sources of overall project risk.
RISK REGISTER
List of identified risks
Potential risk owners
List of potential risk responses
12.1 PLAN PROCUREMENT MANAGEMENT
Is the process of documenting project procurement decisions, specifying the approach and identifying potential sellers.
PROJECT MANAGEMENT PLAN
Scope management plan
Quality management plan
Resource management plan
Scope baseline
PROJECT DOCUMENTS
Milestone list.
Project team assignments.
Requirements documentation
Requirements traceability matrix
Resource requirements
Risk register
Stakeholder register
ORGANIZATIONAL PROCESS ASSETS
Preapproved seller lists
Formal procurement policies, procedures, and guidelines
Contract types
Fixed-price contracts
include:
Firm fixed price
Fixed price incentive fee
Fixed price with economic price adjustments
Cost-reimbursable contracts
can include:
Cost plus fixed fee
Cost plus incentive fee
Cost plus award fee
Time and material contracts
Are a hybrid type of contractual arrangement with aspects of both cost-reimbursable and fixed-price contracts.
SOURCE SELECTION ANALYSIS
Least cost
Qualifications only.
Quality-based/highest technical proposal score
Quality and cost-based
Sole source
Fixed budget
PROCUREMENT STRATEGY
Delivery methods
Contract payment types
Procurement phases
BID DOCUMENTS
Are used to solicit proposals from prospective sellers.
Request for information (RFI)
Is used when more information on the goods and services to be acquired is needed from the sellers. It will typically be followed by an RFQ or RFP
Request for quotation (RFQ).
Is commonly used when more information is needed on how vendors would satisfy the requirements and/or how much it will cost.
Request for proposal (RFP)
Is used when there is a problem in the project and the solution is not easy to determine.
MAKE-OR-BUY DECISIONS
Results in a decision as to whether particular work can best be accomplished by the project
team or needs to be purchased from outside sources
13.2 PLAN STAKEHOLDER ENGAGEMENT
Is the process of developing approaches to involve project stakeholders based on their needs, expectations, interests, and potential impact on the project
PROJECT MANAGEMENT PLAN
Resource management plan
Communications management plan
Risk management plan
DATA REPRESENTATION
Mind mapping
Stakeholder engagement assessment matrix
Unaware
Resistant
Neutral
Supportive
Leading
