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Chapter 3: The Project Management Process Groups
Information Technology Project Management,Fourth Edition
Infomation Technology Project Management, Fourth Edition 2
Learning Objectives Describe the five project management (PM)
process groups, the typical level of activity for each, and the interactions among them.
Understand how the PM process groups relate to the PM knowledge areas.
Discuss how organizations develop information technology PM methodologies to meet their needs.
Infomation Technology Project Management, Fourth Edition 3
Learning Objectives
Apply the PM process groups to manage an information technology project, and understand the contribution that effective project initiation, project planning, project execution, project monitoring and controlling, and project closing make to project success.
Infomation Technology Project Management, Fourth Edition 4
Project Management Process Groups
A process is a series of actions directed toward a particular result.
Project management can be viewed as a number of interlinked processes.
The project management process groups include: Initiating processes Planning processes Executing processes Monitoring and controlling processes Closing processes
Infomation Technology Project Management, Fourth Edition 5
Project Management Processes and ITPM Phases
Infomation Technology Project Management, Fourth Edition 6
Initiating Processes Defining and authorizing a project or project phase Define the business need for the project, sponsor,
project manager
Infomation Technology Project Management, Fourth Edition 7
Planning Processes
Devising and maintaining a workable scheme to ensure that the project address the organization’s needs.
There is no single project plan such as the scope management plan, schedule management plan
Defining each knowledge area as it relates to the project The work needs to be done Schedule activities Cost estimate Resources to procure
Infomation Technology Project Management, Fourth Edition 8
Executing Processes
Coordinating people and other resources to carry out the project plans produce the products, services, or results
Infomation Technology Project Management, Fourth Edition 9
Monitoring and Controlling Processes
Measuring and monitoring progress to ensure that the project team meets the project objectives. Measure progress against the plans Common monitoring and controlling process is
performance reporting
Infomation Technology Project Management, Fourth Edition 10
Closing Processes
Formalizing acceptance of the project or project phase and ending it efficiently.
Administrative activities are often involved in this process group Archiving project files Closing out contracts Documenting lessons learned Receiving formal accepatance
Infomation Technology Project Management, Fourth Edition 11
Figure 3-1. Level of Activity and Overlap of Process Groups Over
Time
Infomation Technology Project Management, Fourth Edition 12
Mapping the Process Groups to the Knowledge
Areas You can map the main activities of each PM process
group into the nine knowledge areas by using the PMBOK® Guide 2004.
Note that there are activities from each knowledge area under the planning process group.
All initiating activities are part of the project integration management knowledge area.
Infomation Technology Project Management, Fourth Edition 13
Table 3-1. Relationships Among Process Groups
and Knowledge Areas
PMBOK® Guide 2004, p. 69
Infomation Technology Project Management, Fourth Edition 14
Table 3-1. Relationships Among Process Groups
and Knowledge Areas (cont’d)
Infomation Technology Project Management, Fourth Edition 15
Developing an IT Project Management Methodology
Methodology describes how things should be done, and different organizations often have different ways of doing things.
Six Sigma projects and the Rational Unified Process (RUP) framework use project management methodologies.
RUP is an iterative software development process that focuses on team productivity and delivers software best practices to all team members
Infomation Technology Project Management, Fourth Edition 16
Project Initiation Initiating a project includes recognizing and starting a new
project or project phase. Some organizations use a pre-initiation phase, while others
include items such as developing a business case as part of the initiation.
The main goal is to formally select and start off projects. Key outputs include:
Assigning the project manager. Identifying key stakeholders. Completing a business case. Completing a project charter and getting signatures on it.
Infomation Technology Project Management, Fourth Edition 17
Project Initiation Documents
Business case: See pages 82-85.
Charter: See pages 86-87.
Every organization has its own variations of what documents are required to initiate a project. It’s important to identify the project need, stakeholders, and main goals.
Infomation Technology Project Management, Fourth Edition 18
Project Initiation- Business Case
An analysis of the organizational value, feasibility, costs, benefits, and risks of the project plan.
Not a budget or project plan To provide senior management with all the information
needed to make an informed decision as to whether a specific project should be funded.
Must document the methods & rationale used for quantifying the costs and benefits.
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Project Initiation- Business Case
Attributes of a Good Business Case Details all possible impacts, costs, benefits Clearly compares alternatives Objectively includes all pertinent information Systematic in terms of summarizing findings
Infomation Technology Project Management, Fourth Edition 20
Project Charter
Project charter is a document that formally recognizes the existence of a project and provides a direction on the project’s objectives and management.
Purpose of the Project Charter Document the project objectives Define project infrastructure Summarize details of project plan Define roles and responsibilities Show explicit commitment to project Set out project control mechanisms
Infomation Technology Project Management, Fourth Edition 21
Project Planning
The main purpose of project planning is to guide execution. Every knowledge area includes planning information (see
Table 3-5 on pages 87-89). Key outputs included in the JWD project include:
A team contract. A scope statement. A work breakdown structure (WBS). A project schedule, in the form of a Gantt chart with all
dependencies and resources entered. A list of prioritized risks (part of a risk register).
See sample documents on pages 90-98.
Infomation Technology Project Management, Fourth Edition 22
Planning Processes and Outputs
Infomation Technology Project Management, Fourth Edition 23
Planning Processes and Outputs
Infomation Technology Project Management, Fourth Edition 24
Planning Processes and Outputs
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Planning Processes and Outputs
Infomation Technology Project Management, Fourth Edition 26
Scope Statement (Draft Version)
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Scope Statement (Draft Version)
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Scope Statement (Draft Vers ion) (continued)
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Figure 3-4. JWD Consulting Intranet Site Project Baseline Gantt Chart
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- Figure 3 4. JWD Consulting I ntranet Site Project Partial N
etwork Diagram
Infomation Technology Project Management, Fourth Edition 31
Table 3-8. List of Prioritized Risks
Infomation Technology Project Management, Fourth Edition 32
Project Executing
Project execution usually takes the most time and resources.
Project managers must use their leadership skills to handle the many challenges that occur during project execution.
Table 3-9 on page 99 lists the executing processes and outputs. Many project sponsors and customers focus on deliverables related to providing the products, services, or results desired from the project.
A milestone report (see example on page 100) can keep the focus on completing major milestones.
Infomation Technology Project Management, Fourth Edition 33
Executing Processes andOutputs
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Executing Processes and Out puts (continued)
Infomation Technology Project Management, Fourth Edition 35
Table. 3-10. Part of Milestone Report
Infomation Technology Project Management, Fourth Edition 36
Project Monitoring and Controlling
Involves measuring progress toward project objectives, monitoring deviation from the plan, and taking corrective action to match progress with the plan.
Affects all other process groups and occurs during all phases of the project life cycle.
Outputs include performance reports, requested changes, and updates to various plans.
Infomation Technology Project Management, Fourth Edition 37
Monitoring and Controlling Processes and Outputs
Infomation Technology Project Management, Fourth Edition 38
Monitoring and Controlling Processes and Outputs (continued)
Infomation Technology Project Management, Fourth Edition 39
Monitoring and Controlling Processes and Outputs (continued)
Infomation Technology Project Management, Fourth Edition 40
Monitoring and Controlling Processes and Outputs (continued)
Infomation Technology Project Management, Fourth Edition 41
Monitoring and Controlling Processes and Outputs (continued)
Infomation Technology Project Management, Fourth Edition 42
-Table 3 12: Sample Weekly Status Repor
t
Infomation Technology Project Management, Fourth Edition 43
-312Table : Sample Weekly Status Report (
continued)
Infomation Technology Project Management, Fourth Edition 44
Project Closing Involves gaining stakeholder and customer acceptance
of the final products and services. Even if projects are not completed, they should be
formally closed in order to reflect on what can be learned to improve future projects.
Outputs include project archives and lessons learned, which are part of organizational process assets.
Most projects also include a final report and presentation to the sponsor or senior management.
Infomation Technology Project Management, Fourth Edition 45
- 313Table : Closing Proce sses and Output
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- -314Table : Lessons Learn ed Report (abbreviated)
Infomation Technology Project Management, Fourth Edition 47
LLLLLLL-LLLLLLL L LLLLL LLL breviated) (continued)
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Final Project Report Table ofContents
1. Project Objectives
2. Summary of Project Results
3. Original and Actual Start and End Dates
4. Original and Actual Budget
5. Project Assessment (Why did you do this project? What did you produce? Was theproject a success? What went right and wrong on the project?)
6. Transition Plan
7. Annual Project Benefits Measurement Approach
Infomation Technology Project Management, Fourth Edition 49
Final Project Report Table of Contents (continued)
Business case Project charter Team contract Scope statement WBS Baseline and actual Gantt cha
rt List of prioritized risks
Milestone reports Status reports Contract files Lessons-learned reports Final presentation Client acceptance form
Attachments: A. Project Management Documentation
Infomation Technology Project Management, Fourth Edition 50
Final Project Report Table of Contents (continued)
Survey and results Summary of user inputs Intranet site content Intranet site design documen
ts
Test plans and reports Intranet site promotion infor
mation Intranet site roll-out informa
tion Project benefits measuremen
t information
Attachments: B. Product-Related Documentation