CAPM week 1 chapter 3

1. Project Managers
 use Process Groups to coordinate the effective flow of a project
from its start to its close using ITTOs & Knowledge Areas.
 in collaboration with the project team are ALWAYS responsible for
planning & developing a successful Project Management Process
 actively manages each of these interactions to meet the Sponsor,
Customer & Stakeholder requirements
Project Management Processes
Chapter 3

2. PROCESS
 “is a set of interrelated actions & activities performed to create a specific product, service or
result.”
 Project Management has 47 processes
PROCESS GROUPS
 organize the process functions by their Actions
 are the project activities broken down into 5 steps
KNOWLEDGE AREAS
 organizes the process functions by their Subject Matter
 are the process elements broken down into 10 areas
 ARE NOT LINEAR !!!
ITTOs
 “each process is linked & characterized by its INPUTS, TOOLS, TECHNIQUES & OUTPUTS.”
 Inputs – information used in the project ex. EEF, OPAs, Charter, etc
 Outputs – documents, deliverables, decisions
 Tools &Techniques – used to do the work ex. Meetings, Expert, Audits
Project Management Processes
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3. PHASES
 “a set of processes that are ITERATED several times to achieve the required
outcome.”
 each Phase of the project goes thru all of the 5 Process Groups
Sequential Relationship
 Phases of the project that happen one after another
 Teams work together on each phase
Overlapping Relationship
 Phases of the project deliver results independently
 Teams work on different parts of the project
 Complicated to manage due to increased risk & rework
Project Management Processes
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4. Project Management Process Groups
 Initiating
 Planning
 Executing
 Monitoring & Controlling
 Closing
Project Management Processes
Chapter 3

5. Project Management Processes
Chapter 3
Project Management Process Groups

6. INITIATING Process Group
 Develop the Project Charter
 Project Manager is Authorized
 Business Case
 High level planning – Rough Order of Magnitude estimating
 Initial financial resources are committed
 Scope is conceptualize – Progressive Elaboration
 Identify Stakeholders
 Stakeholder Register - List of Internal & External influences
 Identify their expectations
Project Management Processes
Chapter 3

7. PLANNING Process Group
“… 24 processes used in the strategy to develop a course of action or path to
successfully complete the project or phase. A well managed plan saves
resources, time & money and gets the Stakeholder’s buy-in & engagement.”
Iterative – each planning process may use the results of the previous process that
may affect or change the plan
 Project Management Plan
 Is an Output that guides the Execution & Control of the project
 Project Documents
 Are Outputs detailing each of the Knowledge Areas
Project Management Processes
Chapter 3

8. EXECUTING Process Group
“… 8 processes performed to complete the project work defined in
the Project Management Plan to meet the project objectives.”
 PM coordinates People & Resources to Do the work
 Communicates with Stakeholders to manage their expectations
 Proactive analysis of baselines, changes in resource availability,
productivity, expected durations, budgets, etc
 Change requests approvals resulting in Project Doc updates
 Deliverables
 Changes Requests
Project Management Processes
Chapter 3

9. MONITORING & CONTROLLING Process Group
“… 11 processes required to track & review the progress & performance
of the project. ”
 Key benefit is that project performance is measured & analyzed at
regular intervals to identify variances from the project management plan
 Identifies any areas in which changes to the plan are required
 Recommending corrective or preventive action in anticipating problems
 Approved Change Requests
Project Management Processes
Chapter 3

10. CLOSING Process Group
“… 2 processes performed to formally complete the project or contract obligations.”
 Obtain acceptance by the Customer or Sponsor to formally Close
 Conduct post-project review
 Document Lessons Learned & update OPAs
 Archive project docs as historical data
 Close out procurement activities to terminate agreements
 Perform team members’ assessments & release project resources
 Close Project
 Close Procurements
 Celebrate Your Success!!!
Project Management Processes
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11. Project Management Processes
Chapter 3
Process Groups

12. Process Groups
organizes functions by Action
 Initiating (2) - Start
 Planning (24) - Plan
 Executing (8) - Do
 Monitoring & Controlling (11) – Check & Act
 Closing (2) - End
Project Management Processes
Chapter 3

13. KNOWLEDGE AREAS
Project Management Processes
Chapter 3

14. KNOWLEDGE AREAS
 Organizes functions by Subject Matter
 “…a complete set of activities that make up a
project area of specialization”
 “…provide a detailed description of the ITTOs”
 10 areas further decomposed into 47 processes
 Integrated among the 5 Process Groups
 Is NOT Linear
Project Management Processes
Chapter 3

15. Project Management Processes
Chapter 3
Group Exercise – The Shuffle Game

16. CAPM Exam Prep
Quiz 1
• Review of Project Framework, Processes & Integration Management
• Review 5 Process Groups & 10 Knowledge Areas
• Identify each of the Processes by their Process Group