Appendix. Process Inputs and Outputs

Transcription

1 3601cA.fm Page 493 Wednesday, October 26, :47 AM Appendix A Process and

2 Throughout this book, PMP: Management Professional Study Guide, 3rd Edition, I ve discussed the inputs and outputs to the PMI processes. In this appendix you ll find the inputs, tools and techniques, outputs, and knowledge areas of the project processes listed by process. I think you ll appreciate the convenience of having all of this in one location. Enjoy! Initiating Processes TABLE A.1 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the Initiating process group. Develop Charter Contract (when applicable) selection methods charter Integration of work methodology Enterprise environmental system Expert judgment Develop Preliminary Scope Statement charter methodology Preliminary project scope Integration of work system Enterprise environmental Expert judgment

3 Planning Processes 495 Planning Processes TABLE A.2 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Planning process group. Develop Management Plan Preliminary project scope processes Enterprise environmental methodology system Expert judgment Integration Scope Planning Enterprise environmental Expert judgment scope Scope Templates, forms, standards charter Preliminary project scope Scope Definition Product analysis scope Scope charter Alternatives identification Preliminary project scope Expert judgment scope scope Stakeholder analysis change

4 496 Appendix A Process and TABLE A.2 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Planning process group. (continued) Create WBS Work breakdown structure templates scope Scope Work breakdown structure scope Decomposition WBS dictionary scope Scope baseline change scope Communications Planning Enterprise environmental Communications requirements analysis Communications Communications Communications technology scope (constraints and assumptions) Quality Planning Enterprise environmental Cost-benefit analysis Quality Quality Benchmarking Quality metrics scope Design of experiments Quality checklists

5 Planning Processes 497 TABLE A.2 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Planning process group. (continued) Process improvement Cost of quality (COQ) Quality baseline Additional quality ning tools Risk Management Planning Enterprise environmental Planning meetings and analysis Risk Risk scope Risk Identification Enterprise environmental Documentation reviews Risk register Risk Information gathering techniques scope Checklist analysis Risk Assumptions analysis Diagramming techniques Qualitative Risk Analysis Risk probability and impact assessment Risk register Risk scope Probability and impact matrix

6 498 Appendix A Process and TABLE A.2 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Planning process group. (continued) Risk Risk data quality assessment Risk register Risk categorization Risk urgency assessment Quantitative Risk Analysis Data gathering and representation techniques Risk register Risk scope Quantitative risk analysis and modeling techniques Risk Risk register (project schedule, project cost ) Risk Response Planning Risk Strategies for negative risk or threats Risk register Risk Risk register Strategies for positive risk or opportunities Strategy for both threats and opportunities Risk-related contractual agreements Contingent response strategy Plan Purchases and Acquisitions Enterprise environmental Make-or-buy analysis

7 Planning Processes 499 TABLE A.2 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Planning process group. (continued) Expert judgment Contract of work scope Contract types Make-or-buy decisions Work breakdown structure WBS dictionary (risk register, riskrelated contractual agreements, resource requirements, project schedule, activity cost estimates, cost baseline) Plan Contracting Standard forms documents Contract of work Expert judgment Evaluation criteria Make-or-buy decision Contract of work (risk register, risk-related contractual agreements, resource requirements, project schedule, activity cost estimates, cost baseline) Human Resource Planning Enterprise environmental Organization charts and position descriptions Roles and responsibilities Human Resource

8 500 Appendix A Process and TABLE A.2 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Planning process group. (continued) Networking organization charts (activity resource requirements) theory Staffing Activity Definition Enterprise environmental Decomposition Activity list Time Templates Activity attributes scope Rolling wave analysis Milestone list Work breakdown structure Expert judgment WBS dictionary Planning component Activity Sequencing scope Precedence diagramming method (PDM) schedule network diagrams Time Activity list Arrow diagramming method (ADM) Activity list Activity attributes Schedule network templates Activity attributes Milestone list Dependency determination change Applying leads and lags

9 Planning Processes 501 TABLE A.2 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Planning process group. (continued) Activity Resource Estimating Enterprise environmental Expert judgment Activity resource requirements Time Alternatives analysis Activity attributes Activity list Published estimating data Resource breakdown structure Activity attributes software Resource calendars Resource availability Bottom-up estimating Activity Duration Estimating Enterprise environmental Expert judgment Activity duration estimates Time Analogous estimating Activity attributes scope Parametric estimating Activity list Three-point estimates Activity attributes Reserve analysis Activity resource requirements Resource calendars (risk register, activity cost estimate)

10 502 Appendix A Process and TABLE A.2 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Planning process group. (continued) Schedule Development Schedule network analysis schedule Time scope Critical path method Schedule model data Activity list Schedule compression Schedule baseline Activity attributes What-if scenario analysis Resource requirements schedule network diagrams Resource leveling Activity attributes Activity resource requirements Critical chain method calendar Resource calendars software Activity duration estimates (Risk register) Applying calendars (updates, schedule updates) Adjusting leads and lags Schedule model Cost Estimating Enterprise environmental Analogous estimating Activity cost estimates Cost Determine resource cost rates Activity cost estimate supporting details scope Bottom-up estimating

11 Planning Processes 503 TABLE A.2 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Planning process group. (continued) Work breakdown structure Parametric estimating Cost WBS dictionary software (schedule, staffing, risk register) Vendor bid analysis Reserve analysis Cost of quality Cost Budgeting scope Cost aggregation Cost baseline Cost Work breakdown structure WBS dictionary Activity cost estimates Activity cost estimate supporting detail Reserve analysis Parametric estimating Funding limit reconciliation funding requirements Cost schedule Resource calendars Contract Cost

12 504 Appendix A Process and Executing Processes TABLE A.3 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Executing process group. Direct and Manage Execution methodology Deliverables Integration system preventive Implemented change change Implemented defect repair Implemented preventive Validated defect repair Implemented defect repair Administrative closure procedure Work Acquire Team Enterprise environmental Preassignment staff assignments Human Resource Negotiation Resource availability Roles and responsibilities Acquisition Staffing organization charts Virtual teams

13 Executing Processes 505 TABLE A.3 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Executing process group. (continued) Staffing Develop Team staff assignments General skills Team assessment Human Resource Staffing Training Resource availability Team-building activities Ground rules Collocation Recognition and rewards Information Distribution Communications Communications skills Communications Information gathering and retrieval systems Information distribution methods Lessons learned process Request Seller Responses Bidder conferences Qualified sellers list Advertising document package

14 506 Appendix A Process and TABLE A.3 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Executing process group. (continued) documents Develop qualified sellers list Proposals Select Sellers Weighting system Selected sellers Independent estimates Contract Evaluation criteria Screening system Contract document package Proposals Qualified sellers list Contract negotiation Seller rating system Expert judgment Resource availability (risk register, riskrelated contractual agreements) Proposal evaluation techniques Perform Quality Assurance Quality Quality ning tools and techniques Quality Quality metrics Quality audits Process improvement Process analysis

15 Executing Processes 507 TABLE A.3 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Executing process group. (continued) Work Quality control tools and techniques change Quality control measurements Implemented change Implemented defect repair Implemented preventive

16 508 Appendix A Process and Monitoring and Controlling Processes TABLE A.4 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the Monitoring and Controlling group processes. Monitor and Control Work methodology Integration Work system preventive Rejected change Earned value technique Forecasts Expert judgment defect repair Contract Administration Contract Contract change control system Contract documentation Contract Selected sellers reports Buyer conducted review Inspection and audits reporting, including procurement, contract

17 Monitoring and Controlling Processes 509 TABLE A.4 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the Monitoring and Controlling group processes. (continued) change Payment system Work Claims administration Records system Information technology Manage Team Observation and conversation Human Resource staff assignments appraisals Roles and responsibilities Conflict preventive organization charts Issue log Staffing Team assessment Work assessment reports

18 510 Appendix A Process and TABLE A.4 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the Monitoring and Controlling group processes. (continued) Manage Stakeholders Communications Communications methods Resolved issues Communications Issue logs change Reporting Work Information presentation tools reports Communications measurements and gathering and compilation Forecasts Forecasted completion Status review meetings Quality control measurements Time reporting systems ( measurement baseline) Cost reporting systems assets

19 Monitoring and Controlling Processes 511 TABLE A.4 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the Monitoring and Controlling group processes. (continued) change Deliverables Integrated Change Control methodology change Integration system Rejected change Work Expert judgment preventive scope defect repair preventive Deliverables defect repair Validated defect repair Deliverables Cost Control Cost baseline Cost change control system Cost estimate funding requirements measurement analysis Cost baseline

20 512 Appendix A Process and TABLE A.4 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the Monitoring and Controlling group processes. (continued) reports Forecasting measurements Work reviews Forecasted completion change software Variance Schedule Control Schedule Progress reporting Schedule model data Time Schedule baseline Schedule change control system Schedule baseline reports measurement measurements change software Variance analysis Schedule comparison bar charts

21 Monitoring and Controlling Processes 513 TABLE A.4 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the Monitoring and Controlling group processes. (continued) Activity list Activity attributes Risk Monitoring and Control Risk Risk reassessment Risk register Risk Risk register Risk audits change Work reports Variance and trend analysis Technical measurement Reserve analysis preventive Status meetings Perform Quality Control Quality Cause-andeffect diagram Quality control measurements Quality Quality metrics Control charts Validated defect repair Quality checklists Flowcharting Histogram Quality baseline

22 514 Appendix A Process and TABLE A.4 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the Monitoring and Controlling group processes. (continued) Work Pareto chart preventive change Run chart Deliverables Scatter diagram defect repair Statistical sampling Organization Inspection Validated deliverables Defect repair review Scope Verification scope Inspection Accepted deliverables Scope WBS dictionary scope Deliverables Scope Control scope Change control system scope Scope Work breakdown structure Variance analysis Work breakdown structure WBS dictionary Rening WBS dictionary

23 Closing Processes 515 TABLE A.4 The following table lists the inputs, tools and techniques, outputs, and knowledge areas for the Monitoring and Controlling group processes. (continued) scope Configuration system Scope baseline reports change action Work Closing Processes TABLE A.5 This final table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Closing process group. Process Name Close methodology Administrative closure procedure Integration Contract documentation system Contract closure procedure Enterprise environmental Expert judgment Final product, service, or result

24 516 Appendix A Process and TABLE A.5 This final table lists the inputs, tools and techniques, outputs, and knowledge areas for the processes in the Closing process group. (continued) Process Name Work Deliverables Contract Closure Contract Contract documentation audits Closed contracts Records system process asset Contract closure procedure