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Aide Memoire for PMBOK5
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PMI Processes (Edition 5 + Const)
INTEGRATION SCOPE TIME COST QUALITY HR COMMUNICATIONS / STAKEHOLDER
RISK PROCUREMENT
CONTRACTPJCT Work StatementEnter[rise EnvironmentOrg Process
Financial SafetyEnvironment
Claims Management
INITIATING
PROJECT CHARTERSelection methdPMISExpert JudgmentPM Methodology
ID STAKEHOLDERS
PLANNING PJCT MNGMNT PLANPM MethodPMISExpert Judgment
PLAN SCOPE MNGMNT
ACTIVITY DEFINITION DecompositionTemplatesRolling Wave PlanJudgement
COST ESTIMATEAnalogous estimate, Resource costs, Bottom Up, Parametric, Cost of quality, Tenders/bids
QUALITY PLANNINGCost benefit analysis’ Benchmarking, Experiments, Cost of Quality, Metrics / checklists
HR PLANNINGOrg charts, Job Descriptions, Networking, Organisation Theory, RACI Chart
COMMS PLANNINGComms requirements, Comms technology
RISK MNGMNT PLANPlanning meeting & analysis, Enterprise standards
PLAN PROCUREMENTStandard forms, Judgement
COLLECT RQMNTSPM planMatrix
ACTIVITY SEQUENCEPrecedence / Arrow diagram, Network DiagramDependencies
COST BUDGETCost aggregationReserve analysisParametric estimates, Funding Limit reconciliation
PLAN STAKEHOLDER MANAGEMENT
RISK IDDocument reviewChecklist analysisAssumptions analysisBrainstorming, Delphi, Interviews, Diagrams
SCOPE DEFINITIONProduct AnalysisAlternativesJudgmentStakeholder analysis
ACT RESOURCE ESTJudgmentAlternativesPublished dataBottom up estimate
QUAL ANALYSISProbability & Impact (Low/Med/High) assessment matrix, category / priority
CREATE WBSWBS TemplatesDecomposition
ACT DURATIONAnalogous estimateParametric3 pointReserve analysis
QUANT ANALYSISSimulations, data gathering, Monte Carlo
SCHEDULE DVLPNetwork, CPM, what if?, resource level, Leads & Lags
RISK RESPONSEStrategic for +ve & -veContingencyScenario
EXECUTION DIRECT & MANAGE EXECUTIONPM MethodologyPMIS
QUALITY ASSURANCEAudits, Process analysis, QC Tools
ACQUIRE TEAMPre-assignment, Negotiation, Acquisition, Virtual
MANAGE COMMS (INFORMATION DISTRIBUTION)Comms skills, Info gather, store, distribute
CONDUCT PROCUREMENTBidder conferenceAdvertise, prequal
DEVELOP TEAMGeneral Management, Training, Teams, Rules, Collocate
MANAGE S’HOLDERSIssues logs, experience, meetings
Selection criteria, negotiations, independent estimates
MANAGE TEAMMONITORING & CONTROL
MONITORING & CONTROL PM MethodologyPMISEarned ValueExpert Judgment
SCOPE VERIFICATION
Inspection
SCHEDULE CONTROLProgress ReportsChange ControlPerformance MeasurePM SoftwareVariance, Comparison Charts
COST CONTROLCost change control,Performance measurement, Forecasting, Variance management
QUALITY CONTROLCause & effectControl chartsFlowchartsHistogramPareto chartsRun charts/trendsScatter diagramInspection & samples
Observations & conversations, Appraisals, Training, Issues Log, Conflict management (Part of Execution)
PERFORMANCE REPORTSPresentationsMeetingsTime & Cost reportsPerformance gathering
RISK MONITORING & CONTROLRisk assessmentAuditsVariance & TrendReserve Analysis
CONTRACT ADMINISTRATIONChange ControlInspections & auditsPayment systemPerformanceClaims adminRecords MngmntIT tools
INTEGRATED CHANGE CONTROLPM MethodologyPMISExpert Judgment
SCOPE CONTROLChange ControlVariance AnalysisConfiguration MngmntRepalnning
CONTROL STAKEHOLDER ENGAGEMENT
Letters by condition of contract for evaluation of contract difficulties etc.
CLOSING CLOSE PROJECTPM Methodology, PMIS, Judgment
As executed programme
Close Financial Close Quality / Safety Assurance
Close Team Close / Lessons learnt CONTRACT CLOSURE Claims Resolution
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