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Project Management
PMI „standards“
              • Project Management under PMI‟s perspective




Project Management Seminars
May 2012
Luis F. Robledano-Esteban, lfrobledanoesteban@yahoo.es

 PM under PMI perspective                                             2

                               Luis F. Robledano Esteban / May 2012
AGENDA

     Why this Presentation
     Project Management Overview
     PMI
     PMBoK
       Project, Program, Portfolio
       PM Lifecycle & (Phases) Proccess Groups
       Areas of Knowledge
     Conclusions



PM under PMI perspective                                          3

                           Luis F. Robledano Esteban / May 2012
AGENDA

     Why this Presentation
     Project Management Overview
     PMI
     PMBoK
       Project, Program, Portfolio
       PM Lifecycle & (Phases) Proccess Groups
       Areas of Knowledge
     Conclusions



PM under PMI perspective                                          4

                           Luis F. Robledano Esteban / May 2012
WHY This Presentation

   Common Understanding
    ◦ Among us
    ◦ Customers/Collaborators

   Best Practices
    ◦ Save time (processes, templates…)
    ◦ Avoid to:
       Reinvent the wheel
       Fall into same mistakes



PM under PMI perspective                                          5

                           Luis F. Robledano Esteban / May 2012
PROJECT MANAGEMENT OVERVIEW
                           We all know what is a Project, or Project Management…




PM under PMI perspective                                                       6

                                 Luis F. Robledano Esteban / May 2012
Project Management Overview…
                                               The need for Standards




PM under PMI perspective                                            7

                           Luis F. Robledano Esteban / May 2012
AGENDA

     Why this Presentation
     Project Management Overview
     PMI
     PMBoK
       Project, Program, Portfolio
       PM Lifecycle & (Phases) Proccess Groups
       Areas of Knowledge
     Conclusions



PM under PMI perspective                                          8

                           Luis F. Robledano Esteban / May 2012
PMI
                                                        Project Management Institute


                                             Best Practices Definition
                                             Professional
                                              Development
                                             Interest Groups
                                              (Communities of
                                              Practice)
 Biggest PM Association
           600.000 members+certs
           185 countries
 PMP ISO-9000 Quality Cert.
 PM under PMI perspective                                                          9

                            Luis F. Robledano Esteban / May 2012
PMI
                                                                  Alternatives




 Oldest… “Internet”                            Office of Government
                                                 Commerce – UK
 www.ipma.ch
                                                www.prince2.com

PM under PMI perspective                                                    10

                           Luis F. Robledano Esteban / May 2012
AGENDA

     Why this Presentation
     Project Management Overview
     PMI
     PMBoK
       Project, Program, Portfolio
       PM Lifecycle & (Phases) Proccess Groups
       Areas of Knowledge
     Conclusions



PM under PMI perspective                                          11

                           Luis F. Robledano Esteban / May 2012
PMBOK                                                             1. The Book


     PMBoK:
       Project
         Management Body
         of Knowledge
         Guide, 5thE.
     Is the a set of Best
      Practices
     There are „sub-books“
      for specific topics
      (Risk, Scheduling,…)

PM under PMI perspective                                                        12

                           Luis F. Robledano Esteban / May 2012
PMBOK                                  2. Project, Program, Portfolio


     Project: „is a temporary endeavor
      undertaken to create a quantifiable
      product, service or result.
     Project Management
       Vs. Operational Management
     Sub-Project, Project, Program, Portfolio
     PMO: Project Management Office
       Coordinates the management of
        Projects, Programs
       Provides logistics support

PM under PMI perspective                                                13

                           Luis F. Robledano Esteban / May 2012
AGENDA

     Why this Presentation
     Project Management Overview
     PMI
     PMBoK
       Project, Program, Portfolio
       PM Lifecycle & (Phases) Proccess Groups
       Areas of Knowledge
     Conclusions



PM under PMI perspective                                          14

                           Luis F. Robledano Esteban / May 2012
PROJECT MANAGEMENT LIFECYCLE

                           act Proj ect Management Process



                                     Initiating              Planning         Executing   Closing




   PMI drops the assumption of waterfall projects
               Instead of phases – Process Groups


PM under PMI perspective                                                                            15

                                       Luis F. Robledano Esteban / May 2012
PROJECT MANAGEMENT LIFECYCLE
                Processes Groups


     Set of processes to apply during the Life
      of the project
     Groups:
       Initiating
       Planning
       Execution
       Control
       Closing



PM under PMI perspective                                          16

                           Luis F. Robledano Esteban / May 2012
INITIATING                                                        PMI Process Groups


     Inputs: Contract/Statement of
      Work, Enterprise Environmental
      Factors&Assets
     Project Charter
       Official Approval of the Project
       Core team, responsibilities and
        stakeholders
       Why, main
        Deliverables, Milestones, Constraints
     Preliminary Scope Statement constraints
                                What
       What to do              What risks
       What resources
PM under PMI perspective                                                           17

                           Luis F. Robledano Esteban / May 2012
KEY CONCEPTS: SOW                                           Process Groups: Initiating


     Statement of Work - SOW:
       Internal order for work, request (as of requester)




PM under PMI perspective                                                             18

                           Luis F. Robledano Esteban / May 2012
STAKEHOLDERS                                                      Key Concepts

                                               Whoever is directly involved,
                                                can affect or can be affected by
                                                the project process or its
                                                results.
                                                 Team members
                                                 Customers
                                                 Providers
                                                 Company departments-
                                                   individuals
                                                 Society entities or individuals
                                               Identification and
                                                communication with
                                                Stakeholders is a key-stone of
                                                PM (PMI in particular)

PM under PMI perspective                                                     19

                           Luis F. Robledano Esteban / May 2012
DELIVERABLE                                                       Key Concepts

      Products/services to be ext. delivered
      Can be final
        Software Tool
      or during the project
        Project Reports
        Research papers
      Normally identified within the
        contract or SOW

      Other internal documents, could be called
       deliverables, but in principle are only those external
       (those the customer is expecting)

PM under PMI perspective                                                     20

                           Luis F. Robledano Esteban / May 2012
MILESTONE                                                         Key Concepts

        Deliverables ready
        Availability of some part
           of project
        Workshop, public
           event…
      Quantifiable: „This part is
       finished and you can see it“
      Usualy interchanged by the
       date when a milestone
       is/should be reached
      Scares team members!!,
       PMs love them


PM under PMI perspective                                                     21

                           Luis F. Robledano Esteban / May 2012
CONSTRAINTS                                                       Key Concepts


      The Triple Constraint
        Time
        Cost
        Scope
      One cannot be
       changed without
       affecting the others




PM under PMI perspective                                                     22

                           Luis F. Robledano Esteban / May 2012
INITIATING (BIS)                                                  PMI Process Groups


  Inputs: Contract/Statement of Work,
   Enterprise Environmental Factors&Assets
  Project Charter
    Official Approval of the Project
    Core team, responsibilities and
     stakeholders
    Why, main Deliverables, Milestones,
     Constraints
  Preliminary Scope Statement
    What to do               What constraints
    What resources           What risks

PM under PMI perspective                                                           23

                           Luis F. Robledano Esteban / May 2012
PLANNING                                                          PMI Process Groups

     Not only the Schedule!
     21 Processes
       Project Management Plan
               How we are going to plan
               How we will change the plan when required
          Work Breakdown Structure - WBS
          Schedule, Cost, Budget
          Risks (Plan, Ident., Qual An., Quant.An….)
          Communication Plan
          Procurement Plan
     20% of Project time (effort), most of
      the PM„s effort

PM under PMI perspective                                                           24

                           Luis F. Robledano Esteban / May 2012
PLANNING: WBS                                                     PMI Process Groups

                                                                       Development
                                                                        1. Brainstorm
                                                                        2. „Post-ist“
                                                                        3. Tree
                                                                        4. Dictionary
                                                                       Is input for the
                                                                        rest of planning-
                                                                        procs.
                                                                       Team
                                                                        participation
                                                                       Focus on the
                                                                        tasks
                                                                       Nodes: Work-
                                                                        packages (WP)
                                                                       Leaves:
                                                                        Activities/Tasks
                                                                       PMI PMgrs
                                                                        Love it!!!

PM under PMI perspective                                                              25

                           Luis F. Robledano Esteban / May 2012
EXECUTING                                                         PMI Process Groups


                  Perform Quality Assurance
                  Acquire, Develop Project Team
                  Information Distribution
                  Request Seller Responses (RFQ, RFP),
                   Select Sellers




PM under PMI perspective                                                           26

                           Luis F. Robledano Esteban / May 2012
CLOSING                                                           PMI Process Groups




PM under PMI perspective                                                           27

                           Luis F. Robledano Esteban / May 2012
IS THAT ALL?                                                      PMI Process Groups




PM under PMI perspective                                                           28

                           Luis F. Robledano Esteban / May 2012
CONTROL                                                           PMI Process Groups

                                Monitor and Control Project Work
                                Performance Reporting
                                Manage Stakeholders
                                Integrated Change Control
                                Risks
                                 (recom.correct./preempt.actions)


     Change Requests Management
          Change Requests
          Change Management Board
          Scope changes-Scope creep
PM under PMI perspective                                                           29

                           Luis F. Robledano Esteban / May 2012
PROCESS GROUPS                                                                      Processes Groups


           act Proj ect Management Process



                     Initiating                  Planning                 Executing               Closing




                                  «flow»          «flow»                   «flow»        «flow»

                                                            Controlling




     NO! Why?
       Each process may trigger another process in other
        group.
       Processes of a Group may start without end of
        another previous Group End

PM under PMI perspective                                                                                    30

                                             Luis F. Robledano Esteban / May 2012
PROJECT MANAGEMENT LIFECYCLE
                Processes Groups




PM under PMI perspective                                          31

                           Luis F. Robledano Esteban / May 2012
AGENDA

     Why this Presentation
     Project Management Overview
     PMI
     PMBoK
       Project, Program, Portfolio
       PM Lifecycle & (Phases) Proccess Groups
       Areas of Knowledge
     Conclusions



PM under PMI perspective                                          32

                           Luis F. Robledano Esteban / May 2012
PMI AREAS OF KNOWLEDGE




PM under PMI perspective                                          33

                           Luis F. Robledano Esteban / May 2012
AGENDA

     Why this Presentation
     Project Management Overview
     PMI
     PMBoK
       Project, Program, Portfolio
       PM Lifecycle & (Phases) Proccess Groups
       Areas of Knowledge
     Conclusions



PM under PMI perspective                                          34

                           Luis F. Robledano Esteban / May 2012
CONCLUSIONS

    What we have learned:
      Why we need to standarize
      Meaning for PMI of some key
       words: Project, Stakeholder,
       WBS, Deliverable,
              Risk?!
      Intro to best-practices of PMI
              No phases, but group processes
              Planning is more than a MS-
               Project
              Communication play a key role in
               PMI
PM under PMI perspective                                          35

                           Luis F. Robledano Esteban / May 2012
   PM
       ◦ Zweite Ebene
            Dritte Ebene
             ◦ Vierte Ebene
                  Fünfte Ebene




Project Management Seminars
Mayunder PMI perspective
 PM 2012                                                            36

                             Luis F. Robledano Esteban / May 2012
Luis F. Robledano-Esteban, lfrobledanoesteban@yahoo.es

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Project Management under PMI perspective

  • 2. PMI „standards“ • Project Management under PMI‟s perspective Project Management Seminars May 2012 Luis F. Robledano-Esteban, lfrobledanoesteban@yahoo.es PM under PMI perspective 2 Luis F. Robledano Esteban / May 2012
  • 3. AGENDA  Why this Presentation  Project Management Overview  PMI  PMBoK  Project, Program, Portfolio  PM Lifecycle & (Phases) Proccess Groups  Areas of Knowledge  Conclusions PM under PMI perspective 3 Luis F. Robledano Esteban / May 2012
  • 4. AGENDA  Why this Presentation  Project Management Overview  PMI  PMBoK  Project, Program, Portfolio  PM Lifecycle & (Phases) Proccess Groups  Areas of Knowledge  Conclusions PM under PMI perspective 4 Luis F. Robledano Esteban / May 2012
  • 5. WHY This Presentation  Common Understanding ◦ Among us ◦ Customers/Collaborators  Best Practices ◦ Save time (processes, templates…) ◦ Avoid to:  Reinvent the wheel  Fall into same mistakes PM under PMI perspective 5 Luis F. Robledano Esteban / May 2012
  • 6. PROJECT MANAGEMENT OVERVIEW We all know what is a Project, or Project Management… PM under PMI perspective 6 Luis F. Robledano Esteban / May 2012
  • 7. Project Management Overview… The need for Standards PM under PMI perspective 7 Luis F. Robledano Esteban / May 2012
  • 8. AGENDA  Why this Presentation  Project Management Overview  PMI  PMBoK  Project, Program, Portfolio  PM Lifecycle & (Phases) Proccess Groups  Areas of Knowledge  Conclusions PM under PMI perspective 8 Luis F. Robledano Esteban / May 2012
  • 9. PMI Project Management Institute  Best Practices Definition  Professional Development  Interest Groups (Communities of Practice)  Biggest PM Association  600.000 members+certs  185 countries  PMP ISO-9000 Quality Cert. PM under PMI perspective 9 Luis F. Robledano Esteban / May 2012
  • 10. PMI Alternatives  Oldest… “Internet”  Office of Government Commerce – UK  www.ipma.ch  www.prince2.com PM under PMI perspective 10 Luis F. Robledano Esteban / May 2012
  • 11. AGENDA  Why this Presentation  Project Management Overview  PMI  PMBoK  Project, Program, Portfolio  PM Lifecycle & (Phases) Proccess Groups  Areas of Knowledge  Conclusions PM under PMI perspective 11 Luis F. Robledano Esteban / May 2012
  • 12. PMBOK 1. The Book  PMBoK:  Project Management Body of Knowledge Guide, 5thE.  Is the a set of Best Practices  There are „sub-books“ for specific topics (Risk, Scheduling,…) PM under PMI perspective 12 Luis F. Robledano Esteban / May 2012
  • 13. PMBOK 2. Project, Program, Portfolio  Project: „is a temporary endeavor undertaken to create a quantifiable product, service or result.  Project Management  Vs. Operational Management  Sub-Project, Project, Program, Portfolio  PMO: Project Management Office  Coordinates the management of Projects, Programs  Provides logistics support PM under PMI perspective 13 Luis F. Robledano Esteban / May 2012
  • 14. AGENDA  Why this Presentation  Project Management Overview  PMI  PMBoK  Project, Program, Portfolio  PM Lifecycle & (Phases) Proccess Groups  Areas of Knowledge  Conclusions PM under PMI perspective 14 Luis F. Robledano Esteban / May 2012
  • 15. PROJECT MANAGEMENT LIFECYCLE act Proj ect Management Process Initiating Planning Executing Closing  PMI drops the assumption of waterfall projects  Instead of phases – Process Groups PM under PMI perspective 15 Luis F. Robledano Esteban / May 2012
  • 16. PROJECT MANAGEMENT LIFECYCLE Processes Groups  Set of processes to apply during the Life of the project  Groups:  Initiating  Planning  Execution  Control  Closing PM under PMI perspective 16 Luis F. Robledano Esteban / May 2012
  • 17. INITIATING PMI Process Groups  Inputs: Contract/Statement of Work, Enterprise Environmental Factors&Assets  Project Charter  Official Approval of the Project  Core team, responsibilities and stakeholders  Why, main Deliverables, Milestones, Constraints  Preliminary Scope Statement constraints  What  What to do  What risks  What resources PM under PMI perspective 17 Luis F. Robledano Esteban / May 2012
  • 18. KEY CONCEPTS: SOW Process Groups: Initiating  Statement of Work - SOW:  Internal order for work, request (as of requester) PM under PMI perspective 18 Luis F. Robledano Esteban / May 2012
  • 19. STAKEHOLDERS Key Concepts  Whoever is directly involved, can affect or can be affected by the project process or its results.  Team members  Customers  Providers  Company departments- individuals  Society entities or individuals  Identification and communication with Stakeholders is a key-stone of PM (PMI in particular) PM under PMI perspective 19 Luis F. Robledano Esteban / May 2012
  • 20. DELIVERABLE Key Concepts  Products/services to be ext. delivered  Can be final  Software Tool  or during the project  Project Reports  Research papers  Normally identified within the contract or SOW  Other internal documents, could be called deliverables, but in principle are only those external (those the customer is expecting) PM under PMI perspective 20 Luis F. Robledano Esteban / May 2012
  • 21. MILESTONE Key Concepts  Deliverables ready  Availability of some part of project  Workshop, public event…  Quantifiable: „This part is finished and you can see it“  Usualy interchanged by the date when a milestone is/should be reached  Scares team members!!, PMs love them PM under PMI perspective 21 Luis F. Robledano Esteban / May 2012
  • 22. CONSTRAINTS Key Concepts  The Triple Constraint  Time  Cost  Scope  One cannot be changed without affecting the others PM under PMI perspective 22 Luis F. Robledano Esteban / May 2012
  • 23. INITIATING (BIS) PMI Process Groups  Inputs: Contract/Statement of Work, Enterprise Environmental Factors&Assets  Project Charter  Official Approval of the Project  Core team, responsibilities and stakeholders  Why, main Deliverables, Milestones, Constraints  Preliminary Scope Statement  What to do  What constraints  What resources  What risks PM under PMI perspective 23 Luis F. Robledano Esteban / May 2012
  • 24. PLANNING PMI Process Groups  Not only the Schedule!  21 Processes  Project Management Plan  How we are going to plan  How we will change the plan when required  Work Breakdown Structure - WBS  Schedule, Cost, Budget  Risks (Plan, Ident., Qual An., Quant.An….)  Communication Plan  Procurement Plan  20% of Project time (effort), most of the PM„s effort PM under PMI perspective 24 Luis F. Robledano Esteban / May 2012
  • 25. PLANNING: WBS PMI Process Groups  Development 1. Brainstorm 2. „Post-ist“ 3. Tree 4. Dictionary  Is input for the rest of planning- procs.  Team participation  Focus on the tasks  Nodes: Work- packages (WP)  Leaves: Activities/Tasks  PMI PMgrs Love it!!! PM under PMI perspective 25 Luis F. Robledano Esteban / May 2012
  • 26. EXECUTING PMI Process Groups  Perform Quality Assurance  Acquire, Develop Project Team  Information Distribution  Request Seller Responses (RFQ, RFP), Select Sellers PM under PMI perspective 26 Luis F. Robledano Esteban / May 2012
  • 27. CLOSING PMI Process Groups PM under PMI perspective 27 Luis F. Robledano Esteban / May 2012
  • 28. IS THAT ALL? PMI Process Groups PM under PMI perspective 28 Luis F. Robledano Esteban / May 2012
  • 29. CONTROL PMI Process Groups  Monitor and Control Project Work  Performance Reporting  Manage Stakeholders  Integrated Change Control  Risks (recom.correct./preempt.actions)  Change Requests Management  Change Requests  Change Management Board  Scope changes-Scope creep PM under PMI perspective 29 Luis F. Robledano Esteban / May 2012
  • 30. PROCESS GROUPS Processes Groups act Proj ect Management Process Initiating Planning Executing Closing «flow» «flow» «flow» «flow» Controlling  NO! Why?  Each process may trigger another process in other group.  Processes of a Group may start without end of another previous Group End PM under PMI perspective 30 Luis F. Robledano Esteban / May 2012
  • 31. PROJECT MANAGEMENT LIFECYCLE Processes Groups PM under PMI perspective 31 Luis F. Robledano Esteban / May 2012
  • 32. AGENDA  Why this Presentation  Project Management Overview  PMI  PMBoK  Project, Program, Portfolio  PM Lifecycle & (Phases) Proccess Groups  Areas of Knowledge  Conclusions PM under PMI perspective 32 Luis F. Robledano Esteban / May 2012
  • 33. PMI AREAS OF KNOWLEDGE PM under PMI perspective 33 Luis F. Robledano Esteban / May 2012
  • 34. AGENDA  Why this Presentation  Project Management Overview  PMI  PMBoK  Project, Program, Portfolio  PM Lifecycle & (Phases) Proccess Groups  Areas of Knowledge  Conclusions PM under PMI perspective 34 Luis F. Robledano Esteban / May 2012
  • 35. CONCLUSIONS  What we have learned:  Why we need to standarize  Meaning for PMI of some key words: Project, Stakeholder, WBS, Deliverable,  Risk?!  Intro to best-practices of PMI  No phases, but group processes  Planning is more than a MS- Project  Communication play a key role in PMI PM under PMI perspective 35 Luis F. Robledano Esteban / May 2012
  • 36. PM ◦ Zweite Ebene  Dritte Ebene ◦ Vierte Ebene  Fünfte Ebene Project Management Seminars Mayunder PMI perspective PM 2012 36 Luis F. Robledano Esteban / May 2012 Luis F. Robledano-Esteban, lfrobledanoesteban@yahoo.es