PMP Toolkit
Transcript of PMP Toolkit
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Project Management Professional (PMP) Certification Project Management Planning Toolkit
Project Name: Project Manager: Facilitator: BARRY MULKHRAJ, PMP Date:
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Table of contents
BUSINESS NEED SPECIFICATION ....................................................................... 4
PROJECT MANAGEMENT KNOWLEDGE AREAS.............................................. 5
PROJECT CHARTER ................................................................................................. 6
STAKEHOLDER REGISTER..................................................................................... 8
REQUIREMENTS DOCUMENT/TEMPLATE ......................................................... 9
TRACEABILITY MATRIX........................................................................................ 10
WBS ............................................................................................................................. 14
ACTIVITY LIST ......................................................................................................... 16
CRASHING ................................................................................................................... 24
COST BASELINE ...................................................................................................... 25
VISION ........................................................................................................................ 27
QUALITY MANAGEMENT PLAN .......................................................................... 28
XY MATRIX ............................................................................................................................................................30
DESIGN OF EXPERIMENTS........................................................................................ 31
FISH BONE................................................................................................................... 32
PROCESS ANALYSIS.................................................................................................. 33
CRITICAL TO QUALITY (CTQ) TREE ......................................................................... 34
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ORGANIZATIONAL TYPES ................................................................................... 35
STAFFING MANAGEMENT PLAN ........................................................................ 36
RISK MANAGEMENT PLAN .................................................................................. 37
PROCUREMENT MANAGEMENT PLAN ............................................................. 38
EARNED VALUE ....................................................................................................... 40
EARNED VALUE CALCULATIONS............................................................................. 41
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Business Need Specification
Explicit Business Need
Stakeholders
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Project Management Knowledge Areas
Know ledge Areas
Pro ject M anag em ent Process G rou ps
Initiat ion Planning Exe cution M onitor in g & Controlling Closure
Project Integration M anageme nt
D evelop C HARTER Develop P roject PlanDirect & M anage
Execution
Monitor & Control P roject W ork
P erform Integrated C hange C ontrol
C lose Project
Project S cope Mana geme nt Collec t REQUIREM ENTS
Define ScopeCre ate WBS
Scope VerificationScope Con trol
Project T ime Mana geme nt
Ac tiv ity Definit ionAc tivity Sequenc ingResou rce EstimatingDuration Est imating
Schedule De velopmen t
Schedule Control
Project Cos t Mana geme nt
Cos t Estimating
Determ ine B udgetCost Con trol
Project Quality Mana geme nt Quality P lan nin g
Per form Qua lity Assurance
Perform Quality Co ntrol
Project Hum an
Resource Mana geme nt
Hum an Resource Planning
A cquire TeamDevelop Tea
Mana ge Team
Project Com mun ications Mana geme nt Identify S take ho lde rs
Com mu nications Planning
Inform atio n Distribut io n
Man age
Stakeholders
P erforma nce Report ing
Project Risk Mana geme nt
Risk PlanningRisk Id entification
Qualitative Analys isQuantitat ive A nalysis
Re sponse Planning
Risk M onito rin g & Control
Project P rocurem ent Mana geme nt P lan Procureme nt
Cond uct
P rocu rementsAdm iniste r P rocurements C lo se Procurem ents
Know ledge Areas
Pro ject M anag em ent Process G rou ps
Initiat ion Planning Exe cution M onitor in g & Controlling Closure
Project Integration M anageme nt
D evelop C HARTER Develop P roject PlanDirect & M anage
Execution
Monitor & Control P roject W ork
P erform Integrated C hange C ontrol
C lose Project
Project S cope Mana geme nt Collec t REQUIREM ENTS
Define ScopeCre ate WBS
Scope VerificationScope Con trol
Project T ime Mana geme nt
Ac tiv ity Definit ionAc tivity Sequenc ingResou rce EstimatingDuration Est imating
Schedule De velopmen t
Schedule Control
Project Cos t Mana geme nt
Cos t Estimating
Determ ine B udgetCost Con trol
Project Quality Mana geme nt Quality P lan nin g
Per form Qua lity Assurance
Perform Quality Co ntrol
Project Hum an
Resource Mana geme nt
Hum an Resource Planning
A cquire TeamDevelop Tea
Mana ge Team
Project Com mun ications Mana geme nt Identify S take ho lde rs
Com mu nications Planning
Inform atio n Distribut io n
Man age
Stakeholders
P erforma nce Report ing
Project Risk Mana geme nt
Risk PlanningRisk Id entification
Qualitative Analys isQuantitat ive A nalysis
Re sponse Planning
Risk M onito rin g & Control
Project P rocurem ent Mana geme nt P lan Procureme nt
Cond uct
P rocu rementsAdm iniste r P rocurements C lo se Procurem ents
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Project Charter
Project Name
Project Code Project GL Code
Project Justification
Goals
Project Manager
Project Sponsor
Constraints
Stakeholders
Assumptions
___________________________ Sponsor Signature
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Stakeholder Register Artifacts
Name Primary
Role/
Designation
Interest/
Objective
Influence Communications
Strategy/Mode
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Requirements Document/Template
Levels Functional
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Non-Functional
2
Constraints
3
Quality
Attributes
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Business
1.0 ID
ID
ID
ID
User
2.0 ID
ID
ID
ID
System
3.0 ID
ID
ID
ID
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Traceability Matrix
Req
ID
Affiliated
Requirements (ID’s)
Business
Needs ID(s)
Forward
Traceability
ID(s)
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Scope Statement Project Code
Project Name
Product Description
Project Requirements (Required Capabilities of Deliverables)
A B C
Project Boundaries
Project Acceptance Criteria
Deliverables/Milestones
Identified Risks
Constraints
Assumptions
Funding Limit Cost Estimate Schedule Limitation
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WBS
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Activity List Work Package
Resources Activity Duration
People Machines Facilities Material
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A 5
G 4
E 10
C 4
B 1
D 8
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A 3
G 4
E 5
C 9
F 7
B 2
D 1
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A 3
F 4
E 5
C 3
D 7
B 9
FS +2
FS -1
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A 3
H 4
E 6
C 3
D 7
B 9
FS +2
FS -1 G 2
F 4
FS -1
FS +5
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A 3
F 4
E 3
C 9
D 7
B 2
SS
FF
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A 3
F 4
E 5
C 9
D 7
B 4
SS +2
FF +1
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B 9
A 5
SS +4
FF +1
C 1
F 2
G 6
D 7
E 5
I 7
J 5
K 9
FS -2
FF +5
H 8
SS +3
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Crashing
Activity Crash Crash Cost Cost per Day
B 7
C 6
D 3
F 4
E 4
A 5
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B 7
C 6
D 3
F 4
E 4
A 5
Cost Baseline
Activity Date Budget Cumulative
Spending
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Vision
Picture Of The Future
Roles
Values
A B
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Quality Management Plan
Project Code Project Name
Quality Assurance (Pre-emptive Measures To Ensure Quality)
Quality Control (Methods, Tools and Schedule of Inspections and Analysis)
VOC Metric Frequency Method/Tool Responsibility
Applicable Standards Applicable Regulations
Quality Improvement (Tactics for Isolation and Correction of Quality Problems)
Operational Definitions
Term Description
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XY MATRIX
X
Y Imp
1-3 Total
Total
• Strong (9)
∅ Medium (6)
ο Weak (3)
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Loww
High
5 4 3 2 1
Design Of Experiments
Y X
LOW HIGH
Level Description
5
4
3
2
1
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Fish Bone
Problem
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Process Analysis
Step
Step Step
Step Step
Step Step
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Critical To Quality (CTQ) Tree
VOC
Synonym
Synonym
Synonym
1
2
3
1
2
3
1
2
3
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Au
tho
rity
PPrroojjeecctt MMaannaaggeerr FFuunnccttiioonnaall MMaannaaggeerr
Functional Strong Balance Weak Projectized
Organizational Types
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Staffing Management Plan
Project Code Project Name
Staff Acquisition (How Staff Will Be Recruited)
Timetable (When Will Individuals, Departments and Project Team Will Be Needed)
Release Criteria
Training
Team Member(s) Training Provider
Recognition & Rewards
Compliance
Safety Measures
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Risk Management Plan
Project Code Project Name
Methodology (Tools, Approaches and Valid Data Sources Used To Perform Risk Analysis)
Roles and Responsibilities
Risk Categories Description
Probability & Impact Scales
Probability Impact
Extremely Likely .9 Will Cause Failure
Likely .7 Heavy
Might .5 Significant
Can Occur .3 Slight
Unlikely .1 Insignificant
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Procurement Management Plan
Project Code Project Name
Procurement Objective
Procurement Procedure (How Goods And Services Will Be Procured)
Roles And Responsibilities
Needs Assessment
Requirements Analysis
Specifications Analysis
Types Of Contracts Permitted
Management Strategy For Multiple Providers
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Earned Value
B7
C6
D3
F4
A5
BAC Activities
A B C D FTotal
PV
EV
AC
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Earned Value Calculations
Cost Variance
Cost Performance Index
CPI
Schedule Variance
Schedule Performance Index
SPI
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Estimate At Completion (EAC)
Estimate To Complete (ETC)