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Satyanarayana. G. Manager-SolutionsSatyanarayana. G. Manager-Solutions
Project Management Fundamentals Training Program
Session 2/4
G. Satyanarayana
Envision Enterprise Solutions
Mail: satyanarayanag@envistionesl.com
Cell: +91 9963744407
Date: 10/07/2015
Time: 16:00 to 18:00
Project Management Fundamentals Training Program Session 2 Agenda
• Plan Scope Management
• Collect requirements
• Define Scope
• Create WBS
• Validate Scope
• Control Scope
• Q & A
Project Scope
Management
• Define Activities
• Sequence Activities
• Estimate Activity Resources
• Estimate Activity Durations
• Develop Schedule
• Control Schedule
• Q & A
Project Time
Management
2
Satyanarayana. G. Manager-Solutions
Exam
Project Scope
Management
Project Time
Management
*16:00 to 16:45*16:00 to 16:45 *16:46 to 17:30*16:46 to 17:30
*17:31 to 18:00*17:31 to 18:00
Project Management Fundamentals Training Program Session 2 Agenda
• Plan Scope Management
• Collect requirements
• Define Scope
• Create WBS
• Validate Scope
• Control Scope
• Q & A
16:00 to 16:45
3
Satyanarayana. G. Manager-Solutions
• Plan Scope Management
• Collect requirements
• Define Scope
• Create WBS
• Validate Scope
• Control Scope
• Q & A
Project Scope
Management
Plan Scope Management
•Create a plan for scope will be defined,
validated and controlled.
•Purpose is
•to provide broad description to master plan/project
to stakeholders
• To direct the project core team
•Describes the “breadth of project”
•The following areas to be covered
•Objectives of the project from the perspective of
the contractor
•Requirements: Both internal and external
stakeholders
•Deliverables
•Milestones
•Limits and exclusions : What project does not
include
Planning
process
4
Satyanarayana. G. Manager-Solutions
•Create a plan for scope will be defined,
validated and controlled.
•Purpose is
•to provide broad description to master plan/project
to stakeholders
• To direct the project core team
•Describes the “breadth of project”
•The following areas to be covered
•Objectives of the project from the perspective of
the contractor
•Requirements: Both internal and external
stakeholders
•Deliverables
•Milestones
•Limits and exclusions : What project does not
include
Plan Scope Management
PCPC
OPAOPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
I
N
P
U
T
S
PMPPMP
Planning
process
5
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
1. Scope Management
Plan
2. Requirement
management plan
External SME’s
Experts Judgments
Internal SME’s
Facilitation Techniques
Plan Scope Management
1. Process for preparing
• Project scope management
• WBS
• How WBS will be maintained and approved
• How formal acceptance of the completed deliverables will be obtained
2. Requirement management plan
• How requirement activities will be planned, tracked and reported
• Requirements prioritization process
• Traceability structure to reflect which requirement attributes will be
captured on the traceability matrix
1. Process for preparing
• Project scope management
• WBS
• How WBS will be maintained and approved
• How formal acceptance of the completed deliverables will be obtained
2. Requirement management plan
• How requirement activities will be planned, tracked and reported
• Requirements prioritization process
• Traceability structure to reflect which requirement attributes will be
captured on the traceability matrix
Planning
process
6
Satyanarayana. G. Manager-Solutions
1. Process for preparing
• Project scope management
• WBS
• How WBS will be maintained and approved
• How formal acceptance of the completed deliverables will be obtained
2. Requirement management plan
• How requirement activities will be planned, tracked and reported
• Requirements prioritization process
• Traceability structure to reflect which requirement attributes will be
captured on the traceability matrix
1. Process for preparing
• Project scope management
• WBS
• How WBS will be maintained and approved
• How formal acceptance of the completed deliverables will be obtained
2. Requirement management plan
• How requirement activities will be planned, tracked and reported
• Requirements prioritization process
• Traceability structure to reflect which requirement attributes will be
captured on the traceability matrix
Collect Requirements
•The process of determining, documenting
and managing stakeholders needs and
requirements to meet project objectives
•Deriving the final requirements from various
sources defined in project charter, SMP and
RMP
Planning
process
7
Satyanarayana. G. Manager-Solutions
•The process of determining, documenting
and managing stakeholders needs and
requirements to meet project objectives
•Deriving the final requirements from various
sources defined in project charter, SMP and
RMP
PCPC
Collect Requirements
SMPSMP
Stakeholders
Register
Stakeholders
Register
Stakeholders
management
Plan
Stakeholders
management
Plan
I
N
P
U
T
S
Planning
process
Group creativity techniques
1. Brain storming
2. Nominal group techniques
3. The Delphi technique
4. Idea/Mind mapping
5. Affinity diagram
Group decision Making
techniques
1. Unanimity
2. Majority
3. Plurality
4. Directorship
8
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
Stakeholders
Register
Stakeholders
management
Plan
Stakeholders
management
Plan
•Requirement
Documentation
•RTM
Questionnaires and surveys
Observations
Prototypes
Benchmarking
Context diagrams
Document Analysis
Interviews
Focus groups
Workshops
Group creativity
techniques
Group creativity techniques
1. Brain storming
2. Nominal group techniques
3. The Delphi technique
4. Idea/Mind mapping
5. Affinity diagram
Group decision Making
techniques
1. Unanimity
2. Majority
3. Plurality
4. Directorship
Collect Requirements
•Requirement documentation
•Description of project justification
•Business and project objectives
•Functional requirements
•Non functional requirements
•Acceptance Criteria
•Business Rules
•Impact on other organization areas
•Support and training requirements
•Assumptions and constraints
•Requirement traceability Matrix
•Define how requirements are linked to
•Track through the life cycle
•Linking requirements to their origin
•Business / Project objectives
•Product development
•Test strategy and test scenarios
•Product design
•Product scope and deliverables
•Requirement documentation
•Description of project justification
•Business and project objectives
•Functional requirements
•Non functional requirements
•Acceptance Criteria
•Business Rules
•Impact on other organization areas
•Support and training requirements
•Assumptions and constraints
•Requirement traceability Matrix
•Define how requirements are linked to
•Track through the life cycle
•Linking requirements to their origin
•Business / Project objectives
•Product development
•Test strategy and test scenarios
•Product design
•Product scope and deliverables
Planning
process
ID
Assoc
ID
Technical Assumption(s)
and/or Customer Need(s)
Functional Requirement
Status
Architectural/Design Document
Technical Specification
9
Satyanarayana. G. Manager-Solutions
•Requirement documentation
•Description of project justification
•Business and project objectives
•Functional requirements
•Non functional requirements
•Acceptance Criteria
•Business Rules
•Impact on other organization areas
•Support and training requirements
•Assumptions and constraints
•Requirement traceability Matrix
•Define how requirements are linked to
•Track through the life cycle
•Linking requirements to their origin
•Business / Project objectives
•Product development
•Test strategy and test scenarios
•Product design
•Product scope and deliverables
•Requirement documentation
•Description of project justification
•Business and project objectives
•Functional requirements
•Non functional requirements
•Acceptance Criteria
•Business Rules
•Impact on other organization areas
•Support and training requirements
•Assumptions and constraints
•Requirement traceability Matrix
•Define how requirements are linked to
•Track through the life cycle
•Linking requirements to their origin
•Business / Project objectives
•Product development
•Test strategy and test scenarios
•Product design
•Product scope and deliverables
Technical Specification
System Component(s)
Software Module(s)
Test Case Number
Tested In
Implemented In
Verification
AdditionalComments
Define scope
•The process of defining a detailed
description of the project and product
•Product scope: The features and functions
that characterizes a product, service or result
•Project scope: The work the need to be
accomplished to deliver a product, service or
result with the specified features and
functions
Planning
Process
10
Satyanarayana. G. Manager-Solutions
•The process of defining a detailed
description of the project and product
•Product scope: The features and functions
that characterizes a product, service or result
•Project scope: The work the need to be
accomplished to deliver a product, service or
result with the specified features and
functions
Requirements
Documentation
Requirements
Documentation
Define scope
SMPSMP
OPAOPA
I
N
P
U
T
S
PCPC
Monitoring
& Control
11
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPA
•Project scope statement
•Project document updates
External SME’s
Experts Judgments
Alternative generation
Internal SME’s
Product analysis
Facilitation
workshops(JAD, VOC
and QFD)
PC
Define scope
•Project scope statement
•Product acceptance criteria
•Product scope description
•Project deliverables
•Project exclusions
•Project constraints
•Project assumptions
•Project documents updates
•Requirements traceability matrix
•Requirements documentation
•Stakeholders register
•Project scope statement
•Product acceptance criteria
•Product scope description
•Project deliverables
•Project exclusions
•Project constraints
•Project assumptions
•Project documents updates
•Requirements traceability matrix
•Requirements documentation
•Stakeholders register
Planning
Process
12
Satyanarayana. G. Manager-Solutions
•Project scope statement
•Product acceptance criteria
•Product scope description
•Project deliverables
•Project exclusions
•Project constraints
•Project assumptions
•Project documents updates
•Requirements traceability matrix
•Requirements documentation
•Stakeholders register
•Project scope statement
•Product acceptance criteria
•Product scope description
•Project deliverables
•Project exclusions
•Project constraints
•Project assumptions
•Project documents updates
•Requirements traceability matrix
•Requirements documentation
•Stakeholders register
Create WBS
•The process of sub dividing the project deliverables
•Making project work into smaller, more manageable
components
•WBS is the final deliverable
•WBS will prevent work from slipping through the
cracks
•WBS is a complete project scope
•WBS can be a phase or deliverable
•Generally it is phase wise but leads to deliverables
•A deliverable oriented grouping of project components
that organizes and defines the total scope of the project
•The least item is work package/deliverable in WBS
•Work outside the WBS is outside the scope of the
project
•WBS is used to communicate with customer on
progress
•8/80 rules preferred
Planning
Process
13
Satyanarayana. G. Manager-Solutions
•The process of sub dividing the project deliverables
•Making project work into smaller, more manageable
components
•WBS is the final deliverable
•WBS will prevent work from slipping through the
cracks
•WBS is a complete project scope
•WBS can be a phase or deliverable
•Generally it is phase wise but leads to deliverables
•A deliverable oriented grouping of project components
that organizes and defines the total scope of the project
•The least item is work package/deliverable in WBS
•Work outside the WBS is outside the scope of the
project
•WBS is used to communicate with customer on
progress
•8/80 rules preferred
Requirements
documentation
Requirements
documentation
Create WBS
SMPSMP
OPAOPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
I
N
P
U
T
S
Project
scope
statement
Project
scope
statement
Planning
Process
14
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
•Scope baseline
•Project Document update
External SME’s
Experts Judgments
Decomposition
Internal SME’s
Create WBS
•Scope baseline
•Components of project management plan
•Description of project scope, major deliverables, assumptions and constraints
•Deliverable oriented hierarchical decomposing
•Control accounts are established for work packages
•Code of accounts are assigned to WBS
•WBS dictionary is created
•Contact information
•Acceptance criteria
•Quality requirements
•Cost estimates
•Resource and skills required
•Schedule milestones
•Description of work
•Code of account
•Project requirements documentation updates
•Scope baseline
•Components of project management plan
•Description of project scope, major deliverables, assumptions and constraints
•Deliverable oriented hierarchical decomposing
•Control accounts are established for work packages
•Code of accounts are assigned to WBS
•WBS dictionary is created
•Contact information
•Acceptance criteria
•Quality requirements
•Cost estimates
•Resource and skills required
•Schedule milestones
•Description of work
•Code of account
•Project requirements documentation updates
Planning
Process
15
Satyanarayana. G. Manager-Solutions
•Scope baseline
•Components of project management plan
•Description of project scope, major deliverables, assumptions and constraints
•Deliverable oriented hierarchical decomposing
•Control accounts are established for work packages
•Code of accounts are assigned to WBS
•WBS dictionary is created
•Contact information
•Acceptance criteria
•Quality requirements
•Cost estimates
•Resource and skills required
•Schedule milestones
•Description of work
•Code of account
•Project requirements documentation updates
•Scope baseline
•Components of project management plan
•Description of project scope, major deliverables, assumptions and constraints
•Deliverable oriented hierarchical decomposing
•Control accounts are established for work packages
•Code of accounts are assigned to WBS
•WBS dictionary is created
•Contact information
•Acceptance criteria
•Quality requirements
•Cost estimates
•Resource and skills required
•Schedule milestones
•Description of work
•Code of account
•Project requirements documentation updates
Validate Scope
•The process of formalizing acceptance of the
completed deliverables
•For internal projects, signoff done by internal
sponsor
•For external, signoff done by customer
•Validate scope is done in all phases of the
project
•Deliverables that are completed and checked
for completeness through control quality
process should be sent to validate scope
process
•Degree of compliance with requirements
must be mentioned
Monitoring
&
Control
16
Satyanarayana. G. Manager-Solutions
•The process of formalizing acceptance of the
completed deliverables
•For internal projects, signoff done by internal
sponsor
•For external, signoff done by customer
•Validate scope is done in all phases of the
project
•Deliverables that are completed and checked
for completeness through control quality
process should be sent to validate scope
process
•Degree of compliance with requirements
must be mentioned
RTMRTM
Validate Scope
PMPPMP
Verified
Deliverables
Verified
DeliverablesRequirements
documentation
Requirements
documentation
I
N
P
U
T
S
Monitoring
&
Control
Work
performance
Data
Work
performance
Data
Severity of non
conformities
Degree of
compliance
17
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
Verified
DeliverablesRequirements
documentation
•Accepted deliverables
•CR’s
Group decision making
techniques
Inspection
Validate Scope
•Accepted deliverables which are meeting the acceptance criteria
•Receiving change requests with reason for change
•Defects identified
•Information about the work progress
•Updates in the project status
•Updates in the product documentation
•Accepted deliverables which are meeting the acceptance criteria
•Receiving change requests with reason for change
•Defects identified
•Information about the work progress
•Updates in the project status
•Updates in the product documentation
Monitoring
&
Control
18
Satyanarayana. G. Manager-Solutions
•Accepted deliverables which are meeting the acceptance criteria
•Receiving change requests with reason for change
•Defects identified
•Information about the work progress
•Updates in the project status
•Updates in the product documentation
•Accepted deliverables which are meeting the acceptance criteria
•Receiving change requests with reason for change
•Defects identified
•Information about the work progress
•Updates in the project status
•Updates in the product documentation
Control Scope
•The process of monitoring the status of the
project and product scope and managing the
changes to the scope baseline
Monitoring
&
Control
19
Satyanarayana. G. Manager-Solutions
•The process of monitoring the status of the
project and product scope and managing the
changes to the scope baseline
RTMRTM
Control Scope
PMPPMP
OPAOPARequirements
documentation
Requirements
documentation
I
N
P
U
T
S
Monitoring
&
Control
Work
performance
Data
Work
performance
Data
•Compare scope
baseline with actual
work
•Analyze if any
difference
•Determine the
magnitude and
cause of variance
•Decide a
correction and
prevention action
20
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPARequirements
documentation
•Work performance
Information
•Change requests
Variance Analysis
Variance Analysis
•Compare scope
baseline with actual
work
•Analyze if any
difference
•Determine the
magnitude and
cause of variance
•Decide a
correction and
prevention action
Validate Scope
•Work performance information
•Planned vs actual technical performance
•Scope performance measurements
•Change requests
•Change to scope baselines
•Changes to PMP
•Preventive and corrective actions
•Defects repair
•Scope baseline updates
•Cost and schedule baseline update
•Project documents updates
•OPA updates
•Lessons learned from scope control
•Corrective and preventive actions
•Cause of variance
•Work performance information
•Planned vs actual technical performance
•Scope performance measurements
•Change requests
•Change to scope baselines
•Changes to PMP
•Preventive and corrective actions
•Defects repair
•Scope baseline updates
•Cost and schedule baseline update
•Project documents updates
•OPA updates
•Lessons learned from scope control
•Corrective and preventive actions
•Cause of variance
Monitoring
&
Control
21
Satyanarayana. G. Manager-Solutions
•Work performance information
•Planned vs actual technical performance
•Scope performance measurements
•Change requests
•Change to scope baselines
•Changes to PMP
•Preventive and corrective actions
•Defects repair
•Scope baseline updates
•Cost and schedule baseline update
•Project documents updates
•OPA updates
•Lessons learned from scope control
•Corrective and preventive actions
•Cause of variance
•Work performance information
•Planned vs actual technical performance
•Scope performance measurements
•Change requests
•Change to scope baselines
•Changes to PMP
•Preventive and corrective actions
•Defects repair
•Scope baseline updates
•Cost and schedule baseline update
•Project documents updates
•OPA updates
•Lessons learned from scope control
•Corrective and preventive actions
•Cause of variance
Scope management
22
Satyanarayana. G. Manager-Solutions
Project Management Fundamentals Training Program Session 2 Agenda
• Define Activities
• Sequence Activities
• Estimate Activity Resources
• Estimate Activity Durations
• Develop Schedule
• Control Schedule
• Q & A
16:46 to 17:30
23
Satyanarayana. G. Manager-Solutions
• Define Activities
• Sequence Activities
• Estimate Activity Resources
• Estimate Activity Durations
• Develop Schedule
• Control Schedule
• Q & A
Project Time
Management
Plan Schedule Management
•The process of establishing the policies,
procedures and documentation for planning,
developing, managing, executing and controlling
the project schedule
Planning
Process
24
Satyanarayana. G. Manager-Solutions
•The process of establishing the policies,
procedures and documentation for planning,
developing, managing, executing and controlling
the project schedule
Plan Schedule Management
PMPPMP
OPAOPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
I
N
P
U
T
S
PCPC
Planning
Process
•Scheduling
methodology
•Scheduling tools
and
techniques(CPM,
PERT)
•Estimating
approach
•Formats
•PMIS
25
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
•Schedule management plan
Experts Judgments
Analytical techniques
Meetings
•Scheduling
methodology
•Scheduling tools
and
techniques(CPM,
PERT)
•Estimating
approach
•Formats
•PMIS
Plan schedule Management
•Process description
•Reporting formats
•Rules for performance Measurements
•Control thresholds
•Project schedule Modele maintenance
•Organization process links
•Unit of measurements
•Level of accuracy
•Process description
•Reporting formats
•Rules for performance Measurements
•Control thresholds
•Project schedule Modele maintenance
•Organization process links
•Unit of measurements
•Level of accuracy
Planning
Process
26
Satyanarayana. G. Manager-Solutions
•Process description
•Reporting formats
•Rules for performance Measurements
•Control thresholds
•Project schedule Modele maintenance
•Organization process links
•Unit of measurements
•Level of accuracy
•Process description
•Reporting formats
•Rules for performance Measurements
•Control thresholds
•Project schedule Modele maintenance
•Organization process links
•Unit of measurements
•Level of accuracy
Define activities
•The process of identifying and documenting the
specific actions to be performed to produce the
project deliverables
•Subdivides work packages into smaller activities
•Form of progressive elaboration
•Work in near term is planned in detail
•Future work is planned at higher level
Planning
Process
27
Satyanarayana. G. Manager-Solutions
•The process of identifying and documenting the
specific actions to be performed to produce the
project deliverables
•Subdivides work packages into smaller activities
•Form of progressive elaboration
•Work in near term is planned in detail
•Future work is planned at higher level
Define activities
SMPSMP
OPAOPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
I
N
P
U
T
S
Scope
baseline
Scope
baseline
Planning
Process
28
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
•Activities list
Experts JudgmentsDecomposition
Rolling wave planning
Define activities
•List of all activities on the project
•Activities identifies
•Activity Attributes with description of activity
•ID,WBSID, Activity name
•Description
•Predecessors and successor
•Relationships, leads and lags
•Resource requirements
•Constraints dates
•Assumptions
•Milestone list with point in the life of the project(significant event). It does not
have duration
•Decision points, signoffs, Go-on go, phase exit
•List of all activities on the project
•Activities identifies
•Activity Attributes with description of activity
•ID,WBSID, Activity name
•Description
•Predecessors and successor
•Relationships, leads and lags
•Resource requirements
•Constraints dates
•Assumptions
•Milestone list with point in the life of the project(significant event). It does not
have duration
•Decision points, signoffs, Go-on go, phase exit
Planning
Process
29
Satyanarayana. G. Manager-Solutions
•List of all activities on the project
•Activities identifies
•Activity Attributes with description of activity
•ID,WBSID, Activity name
•Description
•Predecessors and successor
•Relationships, leads and lags
•Resource requirements
•Constraints dates
•Assumptions
•Milestone list with point in the life of the project(significant event). It does not
have duration
•Decision points, signoffs, Go-on go, phase exit
•List of all activities on the project
•Activities identifies
•Activity Attributes with description of activity
•ID,WBSID, Activity name
•Description
•Predecessors and successor
•Relationships, leads and lags
•Resource requirements
•Constraints dates
•Assumptions
•Milestone list with point in the life of the project(significant event). It does not
have duration
•Decision points, signoffs, Go-on go, phase exit
Sequence activities
•The process of identifying and documenting
relationship among the project activities
•Using techniques like PDM/AON for constructing a
project schedule network
•Precedence Diagramming Method/Activity on
Node
•Using produced using software's
•Used to display activity dependencies(hard logic,
outside and discretionary dependencies
•PDM’s like FTS, FTF, STS and STF
•FTS : Most commonly used method
•STF: least commonly used method
Planning
Process
30
Satyanarayana. G. Manager-Solutions
•The process of identifying and documenting
relationship among the project activities
•Using techniques like PDM/AON for constructing a
project schedule network
•Precedence Diagramming Method/Activity on
Node
•Using produced using software's
•Used to display activity dependencies(hard logic,
outside and discretionary dependencies
•PDM’s like FTS, FTF, STS and STF
•FTS : Most commonly used method
•STF: least commonly used method
Sequence activities
SMPSMP
OPAOPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
I
N
P
U
T
S
Activity ListActivity List
Planning
Process
Milestone
List
Milestone
List
Project
scope
Statement
Project
scope
Statement
Leads: acceleration
of successor
activity
Lag: Delay in
successor activity
31
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
•Project scheduling Network
Diagrams
•Project Documents updates
Leads and LagsPDM
Dependency
Determination
Leads: acceleration
of successor
activity
Lag: Delay in
successor activity
Sequence activities
•Displays activity dependencies
•This is most done through software
•Updates activity list
•Updates risk register
•Updates activity attributes
•Displays activity dependencies
•This is most done through software
•Updates activity list
•Updates risk register
•Updates activity attributes
Planning
Process
32
Satyanarayana. G. Manager-Solutions
Estimate Activity Resources
• The process of estimating the type and quantities
of materials, human resources, equipments or
supplies to perform each activity
•Materials / equipments: Make / Buy/rent/lease
•Resources : internal/external
•Mostly used bottom-up method
•Commonly done using software
•Estimating activity duration : number of work
periods
Planning
Process
33
Satyanarayana. G. Manager-Solutions
• The process of estimating the type and quantities
of materials, human resources, equipments or
supplies to perform each activity
•Materials / equipments: Make / Buy/rent/lease
•Resources : internal/external
•Mostly used bottom-up method
•Commonly done using software
•Estimating activity duration : number of work
periods
Estimate Activity Resources
SMPSMP
OPAOPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
I
N
P
U
T
S
Project
Scope
statement &
Activity List
Project
Scope
statement &
Activity List
Planning
Process
Activity
Resource
Requirements
Activity
Resource
Requirements
Resource
Calendar
Resource
Calendar
34
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
•Activity resource
requirements
Bottom-up estimates
PMIS
Expert Judgment
Alternative analysis
Published estimated
data
Estimate Activity Resources
•Activity Resource Requirements
•List of resources required for each activity
•Type and quantities required for each activity
•Resources are then aggregated to work package levels
•Documentation on the resource estimation and utilization
•Resource Breakdown Structure
•Graphical hierarchy of resource structure
•Breakdown by resource category and type
•Includes proficiency and grade
•Project document updates
•Activity Resource Requirements
•List of resources required for each activity
•Type and quantities required for each activity
•Resources are then aggregated to work package levels
•Documentation on the resource estimation and utilization
•Resource Breakdown Structure
•Graphical hierarchy of resource structure
•Breakdown by resource category and type
•Includes proficiency and grade
•Project document updates
Planning
Process
35
Satyanarayana. G. Manager-Solutions
•Activity Resource Requirements
•List of resources required for each activity
•Type and quantities required for each activity
•Resources are then aggregated to work package levels
•Documentation on the resource estimation and utilization
•Resource Breakdown Structure
•Graphical hierarchy of resource structure
•Breakdown by resource category and type
•Includes proficiency and grade
•Project document updates
•Activity Resource Requirements
•List of resources required for each activity
•Type and quantities required for each activity
•Resources are then aggregated to work package levels
•Documentation on the resource estimation and utilization
•Resource Breakdown Structure
•Graphical hierarchy of resource structure
•Breakdown by resource category and type
•Includes proficiency and grade
•Project document updates
Estimate Activity Duration
• The process of estimating the number of work
periods needed to complete individual activities
with estimated resources
•Can be calculated based on percentage of
estimated duration
•Fixed work period
•Quantities Analysis
Planning
Process
36
Satyanarayana. G. Manager-Solutions
• The process of estimating the number of work
periods needed to complete individual activities
with estimated resources
•Can be calculated based on percentage of
estimated duration
•Fixed work period
•Quantities Analysis
Estimate Activity Duration
SMPSMP
OPAOPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
I
N
P
U
T
S
Project
Scope
statement &
Activity List
Project
Scope
statement &
Activity List
Planning
Process
Activity
Resource
Requirements
Activity
Resource
Requirements
Resource
Calendar
Resource
Calendar
•Based optimistic,
Most likely and
pessimistic
•Activity Expected
Duration(P+4M+O)/6
•Activity Standard
duration (P-O)/6
•Activity variance
(P-O/6)2
Risk
Register
Risk
Register
Activity List
&
Attributes
Activity List
&
Attributes
37
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
•Activity duration estimate
Three point Estimate(Program
evaluation & Review
Technique)
Group discussion making
technique
Reserve Analysis
Expert Judgment
Analogous estimating
Parametric
estimating(regression
Analysis and learning
curve)
•Based optimistic,
Most likely and
pessimistic
•Activity Expected
Duration(P+4M+O)/6
•Activity Standard
duration (P-O)/6
•Activity variance
(P-O/6)2
Estimate Activity Duration
•Activity duration estimation
•Estimate for each activity
•Indicates a range of possible results
•Project document updates
•Activity attributes
•Assumptions made during estimates
• Standard deviation tells you how unsure the estimate is
•Activity duration estimation
•Estimate for each activity
•Indicates a range of possible results
•Project document updates
•Activity attributes
•Assumptions made during estimates
• Standard deviation tells you how unsure the estimate is
Planning
Process
38
Satyanarayana. G. Manager-Solutions
•Activity duration estimation
•Estimate for each activity
•Indicates a range of possible results
•Project document updates
•Activity attributes
•Assumptions made during estimates
• Standard deviation tells you how unsure the estimate is
•Activity duration estimation
•Estimate for each activity
•Indicates a range of possible results
•Project document updates
•Activity attributes
•Assumptions made during estimates
• Standard deviation tells you how unsure the estimate is
Develop schedule
•The process of analyzing sequence, duration,
resource requirements and schedule constraints to
create the project schedule model
•Used constraints like
•Start no earlier than
•Finish no earlier than
•Start no later than
•Finish no later than
•Must start on
•Must finish on
•Uses schedule network Analysis
•Float of an activity determined Determining the
amount of time the activity can be delayed before
it delays the critical path
Planning
Process
39
Satyanarayana. G. Manager-Solutions
•The process of analyzing sequence, duration,
resource requirements and schedule constraints to
create the project schedule model
•Used constraints like
•Start no earlier than
•Finish no earlier than
•Start no later than
•Finish no later than
•Must start on
•Must finish on
•Uses schedule network Analysis
•Float of an activity determined Determining the
amount of time the activity can be delayed before
it delays the critical path
Develop schedule
SMPSMP
OPAOPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
I
N
P
U
T
S
Project
Scope
statement
Project
Scope
statement
Planning
Process
Project
schedule
network
diagram
Project
schedule
network
diagram
Resource
breakdown
structure
Resource
breakdown
structure
Risk
Register
Risk
Register
Activity List
&
Attributes
Activity List
&
Attributes
Project
Staff
assignments
Project
Staff
assignments
40
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPAEnterprise
Environmental
Factors
Enterprise
Environmental
Factors
•Schedule baseline
Schedule network diagram
Critical patch chain
Modeling techniques
Schedule compression(fast
tracking/crashing)
Critical Path method
Resource Optimization
Leads and lags
Scheduling tools
Develop schedule
•Schedule baseline
•Baseline can be changed only after the changes are approved
•Baseline has start and fish dates
•Represents the agreed and approved dates
•Project schedule
•Critical path
•Project schedule network diagrams
•Bar charts displaying activities and start and end dates
•Schedule data
•Supporting documentation
•Assumption and constraints
•Delivery schedule
•Cashflow projection
•Resource histograms
•Project calendar
•PMP updates
•Project documents updates
•Schedule baseline
•Baseline can be changed only after the changes are approved
•Baseline has start and fish dates
•Represents the agreed and approved dates
•Project schedule
•Critical path
•Project schedule network diagrams
•Bar charts displaying activities and start and end dates
•Schedule data
•Supporting documentation
•Assumption and constraints
•Delivery schedule
•Cashflow projection
•Resource histograms
•Project calendar
•PMP updates
•Project documents updates
Planning
Process
41
Satyanarayana. G. Manager-Solutions
•Schedule baseline
•Baseline can be changed only after the changes are approved
•Baseline has start and fish dates
•Represents the agreed and approved dates
•Project schedule
•Critical path
•Project schedule network diagrams
•Bar charts displaying activities and start and end dates
•Schedule data
•Supporting documentation
•Assumption and constraints
•Delivery schedule
•Cashflow projection
•Resource histograms
•Project calendar
•PMP updates
•Project documents updates
•Schedule baseline
•Baseline can be changed only after the changes are approved
•Baseline has start and fish dates
•Represents the agreed and approved dates
•Project schedule
•Critical path
•Project schedule network diagrams
•Bar charts displaying activities and start and end dates
•Schedule data
•Supporting documentation
•Assumption and constraints
•Delivery schedule
•Cashflow projection
•Resource histograms
•Project calendar
•PMP updates
•Project documents updates
Control schedule
•The process of monitoring the status of the project
activities to update project progress and manage
changes to the schedule baseline to achieve the
plan
Monitoring
&
controlling
42
Satyanarayana. G. Manager-Solutions
•The process of monitoring the status of the project
activities to update project progress and manage
changes to the schedule baseline to achieve the
plan
Control schedule
Work
Performance
data
Work
Performance
data
OPAOPA
I
N
P
U
T
S
Schedule
Data
Schedule
Data
Monitoring
&
controlling
Project
schedule
Project
schedule
Project
calendar
Project
calendar
Performance
Review
Performance
Review
43
Satyanarayana. G. Manager-Solutions
OUTPUT
Tools
&
Techniques
OPA
•Schedule baseline
Leads and lags
Schedule compression
Schedule tools
Performance review
PMIS
Resource Optimization
techniques
Modeling techniques
Project
schedule
Control schedule
•Work performance information
•SPI
•SV
•Schedule forecast: estimates and predictions of conditions and events based on
the information and knowledge available at the time of forecast
•Change requests: Change to schedule baseline and PMP
•PMP updates:
•Schedule baseline
•Schedule management plan
•Cost baseline
•Project documents updates
•OPA updates
•Work performance information
•SPI
•SV
•Schedule forecast: estimates and predictions of conditions and events based on
the information and knowledge available at the time of forecast
•Change requests: Change to schedule baseline and PMP
•PMP updates:
•Schedule baseline
•Schedule management plan
•Cost baseline
•Project documents updates
•OPA updates
Monitoring
&
controlling
44
Satyanarayana. G. Manager-Solutions
•Work performance information
•SPI
•SV
•Schedule forecast: estimates and predictions of conditions and events based on
the information and knowledge available at the time of forecast
•Change requests: Change to schedule baseline and PMP
•PMP updates:
•Schedule baseline
•Schedule management plan
•Cost baseline
•Project documents updates
•OPA updates
•Work performance information
•SPI
•SV
•Schedule forecast: estimates and predictions of conditions and events based on
the information and knowledge available at the time of forecast
•Change requests: Change to schedule baseline and PMP
•PMP updates:
•Schedule baseline
•Schedule management plan
•Cost baseline
•Project documents updates
•OPA updates
Time Management
45
Satyanarayana. G. Manager-Solutions
PM Fundamentals Session 2/4
Now
Its Exam
Time
Now
Its Exam
Time
Select
The
Right
Answer
On
Your
Own
Select
The
Right
Answer
On
Your
Own
Keep
Calm
And
Write
Exam
Keep
Calm
And
Write
Exam
30 Questions
30 Min
17:31 to 18:00
46
Satyanarayana. G. Manager-Solutions
Now
Its Exam
Time
Now
Its Exam
Time
All
The
Best
All
The
Best
Select
The
Right
Answer
On
Your
Own
Select
The
Right
Answer
On
Your
Own
Keep
Calm
And
Write
Exam
Keep
Calm
And
Write
Exam
PM Fundamentals Session 1/4
47
Satyanarayana. G. Manager-Solutions
48
Satyanarayana. G. Manager-Solutions

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PM_fundamentals_Session_2_Final_080715_Satya_g

  • 1. 1 Satyanarayana. G. Manager-SolutionsSatyanarayana. G. Manager-Solutions Project Management Fundamentals Training Program Session 2/4 G. Satyanarayana Envision Enterprise Solutions Mail: satyanarayanag@envistionesl.com Cell: +91 9963744407 Date: 10/07/2015 Time: 16:00 to 18:00
  • 2. Project Management Fundamentals Training Program Session 2 Agenda • Plan Scope Management • Collect requirements • Define Scope • Create WBS • Validate Scope • Control Scope • Q & A Project Scope Management • Define Activities • Sequence Activities • Estimate Activity Resources • Estimate Activity Durations • Develop Schedule • Control Schedule • Q & A Project Time Management 2 Satyanarayana. G. Manager-Solutions Exam Project Scope Management Project Time Management *16:00 to 16:45*16:00 to 16:45 *16:46 to 17:30*16:46 to 17:30 *17:31 to 18:00*17:31 to 18:00
  • 3. Project Management Fundamentals Training Program Session 2 Agenda • Plan Scope Management • Collect requirements • Define Scope • Create WBS • Validate Scope • Control Scope • Q & A 16:00 to 16:45 3 Satyanarayana. G. Manager-Solutions • Plan Scope Management • Collect requirements • Define Scope • Create WBS • Validate Scope • Control Scope • Q & A Project Scope Management
  • 4. Plan Scope Management •Create a plan for scope will be defined, validated and controlled. •Purpose is •to provide broad description to master plan/project to stakeholders • To direct the project core team •Describes the “breadth of project” •The following areas to be covered •Objectives of the project from the perspective of the contractor •Requirements: Both internal and external stakeholders •Deliverables •Milestones •Limits and exclusions : What project does not include Planning process 4 Satyanarayana. G. Manager-Solutions •Create a plan for scope will be defined, validated and controlled. •Purpose is •to provide broad description to master plan/project to stakeholders • To direct the project core team •Describes the “breadth of project” •The following areas to be covered •Objectives of the project from the perspective of the contractor •Requirements: Both internal and external stakeholders •Deliverables •Milestones •Limits and exclusions : What project does not include
  • 5. Plan Scope Management PCPC OPAOPAEnterprise Environmental Factors Enterprise Environmental Factors I N P U T S PMPPMP Planning process 5 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPAEnterprise Environmental Factors Enterprise Environmental Factors 1. Scope Management Plan 2. Requirement management plan External SME’s Experts Judgments Internal SME’s Facilitation Techniques
  • 6. Plan Scope Management 1. Process for preparing • Project scope management • WBS • How WBS will be maintained and approved • How formal acceptance of the completed deliverables will be obtained 2. Requirement management plan • How requirement activities will be planned, tracked and reported • Requirements prioritization process • Traceability structure to reflect which requirement attributes will be captured on the traceability matrix 1. Process for preparing • Project scope management • WBS • How WBS will be maintained and approved • How formal acceptance of the completed deliverables will be obtained 2. Requirement management plan • How requirement activities will be planned, tracked and reported • Requirements prioritization process • Traceability structure to reflect which requirement attributes will be captured on the traceability matrix Planning process 6 Satyanarayana. G. Manager-Solutions 1. Process for preparing • Project scope management • WBS • How WBS will be maintained and approved • How formal acceptance of the completed deliverables will be obtained 2. Requirement management plan • How requirement activities will be planned, tracked and reported • Requirements prioritization process • Traceability structure to reflect which requirement attributes will be captured on the traceability matrix 1. Process for preparing • Project scope management • WBS • How WBS will be maintained and approved • How formal acceptance of the completed deliverables will be obtained 2. Requirement management plan • How requirement activities will be planned, tracked and reported • Requirements prioritization process • Traceability structure to reflect which requirement attributes will be captured on the traceability matrix
  • 7. Collect Requirements •The process of determining, documenting and managing stakeholders needs and requirements to meet project objectives •Deriving the final requirements from various sources defined in project charter, SMP and RMP Planning process 7 Satyanarayana. G. Manager-Solutions •The process of determining, documenting and managing stakeholders needs and requirements to meet project objectives •Deriving the final requirements from various sources defined in project charter, SMP and RMP
  • 8. PCPC Collect Requirements SMPSMP Stakeholders Register Stakeholders Register Stakeholders management Plan Stakeholders management Plan I N P U T S Planning process Group creativity techniques 1. Brain storming 2. Nominal group techniques 3. The Delphi technique 4. Idea/Mind mapping 5. Affinity diagram Group decision Making techniques 1. Unanimity 2. Majority 3. Plurality 4. Directorship 8 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques Stakeholders Register Stakeholders management Plan Stakeholders management Plan •Requirement Documentation •RTM Questionnaires and surveys Observations Prototypes Benchmarking Context diagrams Document Analysis Interviews Focus groups Workshops Group creativity techniques Group creativity techniques 1. Brain storming 2. Nominal group techniques 3. The Delphi technique 4. Idea/Mind mapping 5. Affinity diagram Group decision Making techniques 1. Unanimity 2. Majority 3. Plurality 4. Directorship
  • 9. Collect Requirements •Requirement documentation •Description of project justification •Business and project objectives •Functional requirements •Non functional requirements •Acceptance Criteria •Business Rules •Impact on other organization areas •Support and training requirements •Assumptions and constraints •Requirement traceability Matrix •Define how requirements are linked to •Track through the life cycle •Linking requirements to their origin •Business / Project objectives •Product development •Test strategy and test scenarios •Product design •Product scope and deliverables •Requirement documentation •Description of project justification •Business and project objectives •Functional requirements •Non functional requirements •Acceptance Criteria •Business Rules •Impact on other organization areas •Support and training requirements •Assumptions and constraints •Requirement traceability Matrix •Define how requirements are linked to •Track through the life cycle •Linking requirements to their origin •Business / Project objectives •Product development •Test strategy and test scenarios •Product design •Product scope and deliverables Planning process ID Assoc ID Technical Assumption(s) and/or Customer Need(s) Functional Requirement Status Architectural/Design Document Technical Specification 9 Satyanarayana. G. Manager-Solutions •Requirement documentation •Description of project justification •Business and project objectives •Functional requirements •Non functional requirements •Acceptance Criteria •Business Rules •Impact on other organization areas •Support and training requirements •Assumptions and constraints •Requirement traceability Matrix •Define how requirements are linked to •Track through the life cycle •Linking requirements to their origin •Business / Project objectives •Product development •Test strategy and test scenarios •Product design •Product scope and deliverables •Requirement documentation •Description of project justification •Business and project objectives •Functional requirements •Non functional requirements •Acceptance Criteria •Business Rules •Impact on other organization areas •Support and training requirements •Assumptions and constraints •Requirement traceability Matrix •Define how requirements are linked to •Track through the life cycle •Linking requirements to their origin •Business / Project objectives •Product development •Test strategy and test scenarios •Product design •Product scope and deliverables Technical Specification System Component(s) Software Module(s) Test Case Number Tested In Implemented In Verification AdditionalComments
  • 10. Define scope •The process of defining a detailed description of the project and product •Product scope: The features and functions that characterizes a product, service or result •Project scope: The work the need to be accomplished to deliver a product, service or result with the specified features and functions Planning Process 10 Satyanarayana. G. Manager-Solutions •The process of defining a detailed description of the project and product •Product scope: The features and functions that characterizes a product, service or result •Project scope: The work the need to be accomplished to deliver a product, service or result with the specified features and functions
  • 11. Requirements Documentation Requirements Documentation Define scope SMPSMP OPAOPA I N P U T S PCPC Monitoring & Control 11 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPA •Project scope statement •Project document updates External SME’s Experts Judgments Alternative generation Internal SME’s Product analysis Facilitation workshops(JAD, VOC and QFD) PC
  • 12. Define scope •Project scope statement •Product acceptance criteria •Product scope description •Project deliverables •Project exclusions •Project constraints •Project assumptions •Project documents updates •Requirements traceability matrix •Requirements documentation •Stakeholders register •Project scope statement •Product acceptance criteria •Product scope description •Project deliverables •Project exclusions •Project constraints •Project assumptions •Project documents updates •Requirements traceability matrix •Requirements documentation •Stakeholders register Planning Process 12 Satyanarayana. G. Manager-Solutions •Project scope statement •Product acceptance criteria •Product scope description •Project deliverables •Project exclusions •Project constraints •Project assumptions •Project documents updates •Requirements traceability matrix •Requirements documentation •Stakeholders register •Project scope statement •Product acceptance criteria •Product scope description •Project deliverables •Project exclusions •Project constraints •Project assumptions •Project documents updates •Requirements traceability matrix •Requirements documentation •Stakeholders register
  • 13. Create WBS •The process of sub dividing the project deliverables •Making project work into smaller, more manageable components •WBS is the final deliverable •WBS will prevent work from slipping through the cracks •WBS is a complete project scope •WBS can be a phase or deliverable •Generally it is phase wise but leads to deliverables •A deliverable oriented grouping of project components that organizes and defines the total scope of the project •The least item is work package/deliverable in WBS •Work outside the WBS is outside the scope of the project •WBS is used to communicate with customer on progress •8/80 rules preferred Planning Process 13 Satyanarayana. G. Manager-Solutions •The process of sub dividing the project deliverables •Making project work into smaller, more manageable components •WBS is the final deliverable •WBS will prevent work from slipping through the cracks •WBS is a complete project scope •WBS can be a phase or deliverable •Generally it is phase wise but leads to deliverables •A deliverable oriented grouping of project components that organizes and defines the total scope of the project •The least item is work package/deliverable in WBS •Work outside the WBS is outside the scope of the project •WBS is used to communicate with customer on progress •8/80 rules preferred
  • 14. Requirements documentation Requirements documentation Create WBS SMPSMP OPAOPAEnterprise Environmental Factors Enterprise Environmental Factors I N P U T S Project scope statement Project scope statement Planning Process 14 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPAEnterprise Environmental Factors Enterprise Environmental Factors •Scope baseline •Project Document update External SME’s Experts Judgments Decomposition Internal SME’s
  • 15. Create WBS •Scope baseline •Components of project management plan •Description of project scope, major deliverables, assumptions and constraints •Deliverable oriented hierarchical decomposing •Control accounts are established for work packages •Code of accounts are assigned to WBS •WBS dictionary is created •Contact information •Acceptance criteria •Quality requirements •Cost estimates •Resource and skills required •Schedule milestones •Description of work •Code of account •Project requirements documentation updates •Scope baseline •Components of project management plan •Description of project scope, major deliverables, assumptions and constraints •Deliverable oriented hierarchical decomposing •Control accounts are established for work packages •Code of accounts are assigned to WBS •WBS dictionary is created •Contact information •Acceptance criteria •Quality requirements •Cost estimates •Resource and skills required •Schedule milestones •Description of work •Code of account •Project requirements documentation updates Planning Process 15 Satyanarayana. G. Manager-Solutions •Scope baseline •Components of project management plan •Description of project scope, major deliverables, assumptions and constraints •Deliverable oriented hierarchical decomposing •Control accounts are established for work packages •Code of accounts are assigned to WBS •WBS dictionary is created •Contact information •Acceptance criteria •Quality requirements •Cost estimates •Resource and skills required •Schedule milestones •Description of work •Code of account •Project requirements documentation updates •Scope baseline •Components of project management plan •Description of project scope, major deliverables, assumptions and constraints •Deliverable oriented hierarchical decomposing •Control accounts are established for work packages •Code of accounts are assigned to WBS •WBS dictionary is created •Contact information •Acceptance criteria •Quality requirements •Cost estimates •Resource and skills required •Schedule milestones •Description of work •Code of account •Project requirements documentation updates
  • 16. Validate Scope •The process of formalizing acceptance of the completed deliverables •For internal projects, signoff done by internal sponsor •For external, signoff done by customer •Validate scope is done in all phases of the project •Deliverables that are completed and checked for completeness through control quality process should be sent to validate scope process •Degree of compliance with requirements must be mentioned Monitoring & Control 16 Satyanarayana. G. Manager-Solutions •The process of formalizing acceptance of the completed deliverables •For internal projects, signoff done by internal sponsor •For external, signoff done by customer •Validate scope is done in all phases of the project •Deliverables that are completed and checked for completeness through control quality process should be sent to validate scope process •Degree of compliance with requirements must be mentioned
  • 17. RTMRTM Validate Scope PMPPMP Verified Deliverables Verified DeliverablesRequirements documentation Requirements documentation I N P U T S Monitoring & Control Work performance Data Work performance Data Severity of non conformities Degree of compliance 17 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques Verified DeliverablesRequirements documentation •Accepted deliverables •CR’s Group decision making techniques Inspection
  • 18. Validate Scope •Accepted deliverables which are meeting the acceptance criteria •Receiving change requests with reason for change •Defects identified •Information about the work progress •Updates in the project status •Updates in the product documentation •Accepted deliverables which are meeting the acceptance criteria •Receiving change requests with reason for change •Defects identified •Information about the work progress •Updates in the project status •Updates in the product documentation Monitoring & Control 18 Satyanarayana. G. Manager-Solutions •Accepted deliverables which are meeting the acceptance criteria •Receiving change requests with reason for change •Defects identified •Information about the work progress •Updates in the project status •Updates in the product documentation •Accepted deliverables which are meeting the acceptance criteria •Receiving change requests with reason for change •Defects identified •Information about the work progress •Updates in the project status •Updates in the product documentation
  • 19. Control Scope •The process of monitoring the status of the project and product scope and managing the changes to the scope baseline Monitoring & Control 19 Satyanarayana. G. Manager-Solutions •The process of monitoring the status of the project and product scope and managing the changes to the scope baseline
  • 20. RTMRTM Control Scope PMPPMP OPAOPARequirements documentation Requirements documentation I N P U T S Monitoring & Control Work performance Data Work performance Data •Compare scope baseline with actual work •Analyze if any difference •Determine the magnitude and cause of variance •Decide a correction and prevention action 20 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPARequirements documentation •Work performance Information •Change requests Variance Analysis Variance Analysis •Compare scope baseline with actual work •Analyze if any difference •Determine the magnitude and cause of variance •Decide a correction and prevention action
  • 21. Validate Scope •Work performance information •Planned vs actual technical performance •Scope performance measurements •Change requests •Change to scope baselines •Changes to PMP •Preventive and corrective actions •Defects repair •Scope baseline updates •Cost and schedule baseline update •Project documents updates •OPA updates •Lessons learned from scope control •Corrective and preventive actions •Cause of variance •Work performance information •Planned vs actual technical performance •Scope performance measurements •Change requests •Change to scope baselines •Changes to PMP •Preventive and corrective actions •Defects repair •Scope baseline updates •Cost and schedule baseline update •Project documents updates •OPA updates •Lessons learned from scope control •Corrective and preventive actions •Cause of variance Monitoring & Control 21 Satyanarayana. G. Manager-Solutions •Work performance information •Planned vs actual technical performance •Scope performance measurements •Change requests •Change to scope baselines •Changes to PMP •Preventive and corrective actions •Defects repair •Scope baseline updates •Cost and schedule baseline update •Project documents updates •OPA updates •Lessons learned from scope control •Corrective and preventive actions •Cause of variance •Work performance information •Planned vs actual technical performance •Scope performance measurements •Change requests •Change to scope baselines •Changes to PMP •Preventive and corrective actions •Defects repair •Scope baseline updates •Cost and schedule baseline update •Project documents updates •OPA updates •Lessons learned from scope control •Corrective and preventive actions •Cause of variance
  • 23. Project Management Fundamentals Training Program Session 2 Agenda • Define Activities • Sequence Activities • Estimate Activity Resources • Estimate Activity Durations • Develop Schedule • Control Schedule • Q & A 16:46 to 17:30 23 Satyanarayana. G. Manager-Solutions • Define Activities • Sequence Activities • Estimate Activity Resources • Estimate Activity Durations • Develop Schedule • Control Schedule • Q & A Project Time Management
  • 24. Plan Schedule Management •The process of establishing the policies, procedures and documentation for planning, developing, managing, executing and controlling the project schedule Planning Process 24 Satyanarayana. G. Manager-Solutions •The process of establishing the policies, procedures and documentation for planning, developing, managing, executing and controlling the project schedule
  • 25. Plan Schedule Management PMPPMP OPAOPAEnterprise Environmental Factors Enterprise Environmental Factors I N P U T S PCPC Planning Process •Scheduling methodology •Scheduling tools and techniques(CPM, PERT) •Estimating approach •Formats •PMIS 25 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPAEnterprise Environmental Factors Enterprise Environmental Factors •Schedule management plan Experts Judgments Analytical techniques Meetings •Scheduling methodology •Scheduling tools and techniques(CPM, PERT) •Estimating approach •Formats •PMIS
  • 26. Plan schedule Management •Process description •Reporting formats •Rules for performance Measurements •Control thresholds •Project schedule Modele maintenance •Organization process links •Unit of measurements •Level of accuracy •Process description •Reporting formats •Rules for performance Measurements •Control thresholds •Project schedule Modele maintenance •Organization process links •Unit of measurements •Level of accuracy Planning Process 26 Satyanarayana. G. Manager-Solutions •Process description •Reporting formats •Rules for performance Measurements •Control thresholds •Project schedule Modele maintenance •Organization process links •Unit of measurements •Level of accuracy •Process description •Reporting formats •Rules for performance Measurements •Control thresholds •Project schedule Modele maintenance •Organization process links •Unit of measurements •Level of accuracy
  • 27. Define activities •The process of identifying and documenting the specific actions to be performed to produce the project deliverables •Subdivides work packages into smaller activities •Form of progressive elaboration •Work in near term is planned in detail •Future work is planned at higher level Planning Process 27 Satyanarayana. G. Manager-Solutions •The process of identifying and documenting the specific actions to be performed to produce the project deliverables •Subdivides work packages into smaller activities •Form of progressive elaboration •Work in near term is planned in detail •Future work is planned at higher level
  • 28. Define activities SMPSMP OPAOPAEnterprise Environmental Factors Enterprise Environmental Factors I N P U T S Scope baseline Scope baseline Planning Process 28 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPAEnterprise Environmental Factors Enterprise Environmental Factors •Activities list Experts JudgmentsDecomposition Rolling wave planning
  • 29. Define activities •List of all activities on the project •Activities identifies •Activity Attributes with description of activity •ID,WBSID, Activity name •Description •Predecessors and successor •Relationships, leads and lags •Resource requirements •Constraints dates •Assumptions •Milestone list with point in the life of the project(significant event). It does not have duration •Decision points, signoffs, Go-on go, phase exit •List of all activities on the project •Activities identifies •Activity Attributes with description of activity •ID,WBSID, Activity name •Description •Predecessors and successor •Relationships, leads and lags •Resource requirements •Constraints dates •Assumptions •Milestone list with point in the life of the project(significant event). It does not have duration •Decision points, signoffs, Go-on go, phase exit Planning Process 29 Satyanarayana. G. Manager-Solutions •List of all activities on the project •Activities identifies •Activity Attributes with description of activity •ID,WBSID, Activity name •Description •Predecessors and successor •Relationships, leads and lags •Resource requirements •Constraints dates •Assumptions •Milestone list with point in the life of the project(significant event). It does not have duration •Decision points, signoffs, Go-on go, phase exit •List of all activities on the project •Activities identifies •Activity Attributes with description of activity •ID,WBSID, Activity name •Description •Predecessors and successor •Relationships, leads and lags •Resource requirements •Constraints dates •Assumptions •Milestone list with point in the life of the project(significant event). It does not have duration •Decision points, signoffs, Go-on go, phase exit
  • 30. Sequence activities •The process of identifying and documenting relationship among the project activities •Using techniques like PDM/AON for constructing a project schedule network •Precedence Diagramming Method/Activity on Node •Using produced using software's •Used to display activity dependencies(hard logic, outside and discretionary dependencies •PDM’s like FTS, FTF, STS and STF •FTS : Most commonly used method •STF: least commonly used method Planning Process 30 Satyanarayana. G. Manager-Solutions •The process of identifying and documenting relationship among the project activities •Using techniques like PDM/AON for constructing a project schedule network •Precedence Diagramming Method/Activity on Node •Using produced using software's •Used to display activity dependencies(hard logic, outside and discretionary dependencies •PDM’s like FTS, FTF, STS and STF •FTS : Most commonly used method •STF: least commonly used method
  • 31. Sequence activities SMPSMP OPAOPAEnterprise Environmental Factors Enterprise Environmental Factors I N P U T S Activity ListActivity List Planning Process Milestone List Milestone List Project scope Statement Project scope Statement Leads: acceleration of successor activity Lag: Delay in successor activity 31 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPAEnterprise Environmental Factors Enterprise Environmental Factors •Project scheduling Network Diagrams •Project Documents updates Leads and LagsPDM Dependency Determination Leads: acceleration of successor activity Lag: Delay in successor activity
  • 32. Sequence activities •Displays activity dependencies •This is most done through software •Updates activity list •Updates risk register •Updates activity attributes •Displays activity dependencies •This is most done through software •Updates activity list •Updates risk register •Updates activity attributes Planning Process 32 Satyanarayana. G. Manager-Solutions
  • 33. Estimate Activity Resources • The process of estimating the type and quantities of materials, human resources, equipments or supplies to perform each activity •Materials / equipments: Make / Buy/rent/lease •Resources : internal/external •Mostly used bottom-up method •Commonly done using software •Estimating activity duration : number of work periods Planning Process 33 Satyanarayana. G. Manager-Solutions • The process of estimating the type and quantities of materials, human resources, equipments or supplies to perform each activity •Materials / equipments: Make / Buy/rent/lease •Resources : internal/external •Mostly used bottom-up method •Commonly done using software •Estimating activity duration : number of work periods
  • 34. Estimate Activity Resources SMPSMP OPAOPAEnterprise Environmental Factors Enterprise Environmental Factors I N P U T S Project Scope statement & Activity List Project Scope statement & Activity List Planning Process Activity Resource Requirements Activity Resource Requirements Resource Calendar Resource Calendar 34 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPAEnterprise Environmental Factors Enterprise Environmental Factors •Activity resource requirements Bottom-up estimates PMIS Expert Judgment Alternative analysis Published estimated data
  • 35. Estimate Activity Resources •Activity Resource Requirements •List of resources required for each activity •Type and quantities required for each activity •Resources are then aggregated to work package levels •Documentation on the resource estimation and utilization •Resource Breakdown Structure •Graphical hierarchy of resource structure •Breakdown by resource category and type •Includes proficiency and grade •Project document updates •Activity Resource Requirements •List of resources required for each activity •Type and quantities required for each activity •Resources are then aggregated to work package levels •Documentation on the resource estimation and utilization •Resource Breakdown Structure •Graphical hierarchy of resource structure •Breakdown by resource category and type •Includes proficiency and grade •Project document updates Planning Process 35 Satyanarayana. G. Manager-Solutions •Activity Resource Requirements •List of resources required for each activity •Type and quantities required for each activity •Resources are then aggregated to work package levels •Documentation on the resource estimation and utilization •Resource Breakdown Structure •Graphical hierarchy of resource structure •Breakdown by resource category and type •Includes proficiency and grade •Project document updates •Activity Resource Requirements •List of resources required for each activity •Type and quantities required for each activity •Resources are then aggregated to work package levels •Documentation on the resource estimation and utilization •Resource Breakdown Structure •Graphical hierarchy of resource structure •Breakdown by resource category and type •Includes proficiency and grade •Project document updates
  • 36. Estimate Activity Duration • The process of estimating the number of work periods needed to complete individual activities with estimated resources •Can be calculated based on percentage of estimated duration •Fixed work period •Quantities Analysis Planning Process 36 Satyanarayana. G. Manager-Solutions • The process of estimating the number of work periods needed to complete individual activities with estimated resources •Can be calculated based on percentage of estimated duration •Fixed work period •Quantities Analysis
  • 37. Estimate Activity Duration SMPSMP OPAOPAEnterprise Environmental Factors Enterprise Environmental Factors I N P U T S Project Scope statement & Activity List Project Scope statement & Activity List Planning Process Activity Resource Requirements Activity Resource Requirements Resource Calendar Resource Calendar •Based optimistic, Most likely and pessimistic •Activity Expected Duration(P+4M+O)/6 •Activity Standard duration (P-O)/6 •Activity variance (P-O/6)2 Risk Register Risk Register Activity List & Attributes Activity List & Attributes 37 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPAEnterprise Environmental Factors Enterprise Environmental Factors •Activity duration estimate Three point Estimate(Program evaluation & Review Technique) Group discussion making technique Reserve Analysis Expert Judgment Analogous estimating Parametric estimating(regression Analysis and learning curve) •Based optimistic, Most likely and pessimistic •Activity Expected Duration(P+4M+O)/6 •Activity Standard duration (P-O)/6 •Activity variance (P-O/6)2
  • 38. Estimate Activity Duration •Activity duration estimation •Estimate for each activity •Indicates a range of possible results •Project document updates •Activity attributes •Assumptions made during estimates • Standard deviation tells you how unsure the estimate is •Activity duration estimation •Estimate for each activity •Indicates a range of possible results •Project document updates •Activity attributes •Assumptions made during estimates • Standard deviation tells you how unsure the estimate is Planning Process 38 Satyanarayana. G. Manager-Solutions •Activity duration estimation •Estimate for each activity •Indicates a range of possible results •Project document updates •Activity attributes •Assumptions made during estimates • Standard deviation tells you how unsure the estimate is •Activity duration estimation •Estimate for each activity •Indicates a range of possible results •Project document updates •Activity attributes •Assumptions made during estimates • Standard deviation tells you how unsure the estimate is
  • 39. Develop schedule •The process of analyzing sequence, duration, resource requirements and schedule constraints to create the project schedule model •Used constraints like •Start no earlier than •Finish no earlier than •Start no later than •Finish no later than •Must start on •Must finish on •Uses schedule network Analysis •Float of an activity determined Determining the amount of time the activity can be delayed before it delays the critical path Planning Process 39 Satyanarayana. G. Manager-Solutions •The process of analyzing sequence, duration, resource requirements and schedule constraints to create the project schedule model •Used constraints like •Start no earlier than •Finish no earlier than •Start no later than •Finish no later than •Must start on •Must finish on •Uses schedule network Analysis •Float of an activity determined Determining the amount of time the activity can be delayed before it delays the critical path
  • 40. Develop schedule SMPSMP OPAOPAEnterprise Environmental Factors Enterprise Environmental Factors I N P U T S Project Scope statement Project Scope statement Planning Process Project schedule network diagram Project schedule network diagram Resource breakdown structure Resource breakdown structure Risk Register Risk Register Activity List & Attributes Activity List & Attributes Project Staff assignments Project Staff assignments 40 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPAEnterprise Environmental Factors Enterprise Environmental Factors •Schedule baseline Schedule network diagram Critical patch chain Modeling techniques Schedule compression(fast tracking/crashing) Critical Path method Resource Optimization Leads and lags Scheduling tools
  • 41. Develop schedule •Schedule baseline •Baseline can be changed only after the changes are approved •Baseline has start and fish dates •Represents the agreed and approved dates •Project schedule •Critical path •Project schedule network diagrams •Bar charts displaying activities and start and end dates •Schedule data •Supporting documentation •Assumption and constraints •Delivery schedule •Cashflow projection •Resource histograms •Project calendar •PMP updates •Project documents updates •Schedule baseline •Baseline can be changed only after the changes are approved •Baseline has start and fish dates •Represents the agreed and approved dates •Project schedule •Critical path •Project schedule network diagrams •Bar charts displaying activities and start and end dates •Schedule data •Supporting documentation •Assumption and constraints •Delivery schedule •Cashflow projection •Resource histograms •Project calendar •PMP updates •Project documents updates Planning Process 41 Satyanarayana. G. Manager-Solutions •Schedule baseline •Baseline can be changed only after the changes are approved •Baseline has start and fish dates •Represents the agreed and approved dates •Project schedule •Critical path •Project schedule network diagrams •Bar charts displaying activities and start and end dates •Schedule data •Supporting documentation •Assumption and constraints •Delivery schedule •Cashflow projection •Resource histograms •Project calendar •PMP updates •Project documents updates •Schedule baseline •Baseline can be changed only after the changes are approved •Baseline has start and fish dates •Represents the agreed and approved dates •Project schedule •Critical path •Project schedule network diagrams •Bar charts displaying activities and start and end dates •Schedule data •Supporting documentation •Assumption and constraints •Delivery schedule •Cashflow projection •Resource histograms •Project calendar •PMP updates •Project documents updates
  • 42. Control schedule •The process of monitoring the status of the project activities to update project progress and manage changes to the schedule baseline to achieve the plan Monitoring & controlling 42 Satyanarayana. G. Manager-Solutions •The process of monitoring the status of the project activities to update project progress and manage changes to the schedule baseline to achieve the plan
  • 43. Control schedule Work Performance data Work Performance data OPAOPA I N P U T S Schedule Data Schedule Data Monitoring & controlling Project schedule Project schedule Project calendar Project calendar Performance Review Performance Review 43 Satyanarayana. G. Manager-Solutions OUTPUT Tools & Techniques OPA •Schedule baseline Leads and lags Schedule compression Schedule tools Performance review PMIS Resource Optimization techniques Modeling techniques Project schedule
  • 44. Control schedule •Work performance information •SPI •SV •Schedule forecast: estimates and predictions of conditions and events based on the information and knowledge available at the time of forecast •Change requests: Change to schedule baseline and PMP •PMP updates: •Schedule baseline •Schedule management plan •Cost baseline •Project documents updates •OPA updates •Work performance information •SPI •SV •Schedule forecast: estimates and predictions of conditions and events based on the information and knowledge available at the time of forecast •Change requests: Change to schedule baseline and PMP •PMP updates: •Schedule baseline •Schedule management plan •Cost baseline •Project documents updates •OPA updates Monitoring & controlling 44 Satyanarayana. G. Manager-Solutions •Work performance information •SPI •SV •Schedule forecast: estimates and predictions of conditions and events based on the information and knowledge available at the time of forecast •Change requests: Change to schedule baseline and PMP •PMP updates: •Schedule baseline •Schedule management plan •Cost baseline •Project documents updates •OPA updates •Work performance information •SPI •SV •Schedule forecast: estimates and predictions of conditions and events based on the information and knowledge available at the time of forecast •Change requests: Change to schedule baseline and PMP •PMP updates: •Schedule baseline •Schedule management plan •Cost baseline •Project documents updates •OPA updates
  • 46. PM Fundamentals Session 2/4 Now Its Exam Time Now Its Exam Time Select The Right Answer On Your Own Select The Right Answer On Your Own Keep Calm And Write Exam Keep Calm And Write Exam 30 Questions 30 Min 17:31 to 18:00 46 Satyanarayana. G. Manager-Solutions Now Its Exam Time Now Its Exam Time All The Best All The Best Select The Right Answer On Your Own Select The Right Answer On Your Own Keep Calm And Write Exam Keep Calm And Write Exam
  • 47. PM Fundamentals Session 1/4 47 Satyanarayana. G. Manager-Solutions