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Delegate Handouts PRINCE2 Foundation and Practitioner Workshop
www.northernprojectmanagement.com
PRINCE2 Foundation & Practitioner Workshop Delegate Handouts
Contents
3 - Principles –workshop notes 4 - Exercise – Principles 5 - Themes – workshop notes 6 - Exercise – Themes 7 - Processes – Foundation level exercises 15 - Processes – Practitioner level exercises 23 - Processes – workshop notes 38 - Processes – flowchart 39 - Exercise – Process flowchart 40 - Plans and Product Based Planning – workshop notes 41 - Exercise – Plans and Product Based Planning 42 - Business Case Development – workshop notes 43 - Exercise – Business Case Development 44 - Change Theme – workshop notes 45 - Exercise – Change 46 - Organization – workshop notes 47 - Exercise – Organization 48 - Product Based Planning Technique – workshop notes 49 - Exercise – Product Based Planning 50 - Progress – workshop notes 51 - Exercise – Progress 52 - Quality – workshop notes 54 - Risk 55 - Exercise - Risk
Please note: The information and exercises contained in this booklet are taken from some of our classroom presentations and workshops.
They are not designed as 'stand-alone' preparation for either the PRINCE2 Foundation of Practitioner examinations.
www.northernprojectmanagement.com 1
Cont
inue
d Bu
sine
ss Ju
stifi
catio
n Ju
stif
iabl
e –
ther
e sh
ould
be
a re
ason
to
star
t th
e pr
ojec
t wh
ich
shou
ld r
emai
n th
roug
hout
the
pro
ject
life
.
Lear
n fr
om E
xper
ienc
e N
o tw
o pr
ojec
ts a
re t
he s
ame:
les
sons
and
exp
erie
nce
shou
ld b
e so
ught
at
star
t, d
urin
g an
d at
clo
sure
of
proj
ect.
Defin
ed R
oles
and
Res
pons
ibili
ties
Proj
ects
are
‘cro
ss-f
unct
iona
l‘ –
prim
ary
stak
ehol
ders
are
Bu
sine
ss (s
pons
ors)
, Use
rs (a
fter
pro
ject
com
plet
ed),
Supp
liers
(pro
vide
res
ourc
es/e
xper
tise
).
Man
age
by S
tage
s Co
ntro
l poi
nts
at m
ajor
inte
rval
s wi
th ‘l
ong
term
‘ out
line
plan
and
‘sho
rt t
erm
‘ det
aile
d pl
an.
Man
age
by E
xcep
tion
Tole
ranc
es s
et a
gain
st: t
ime,
cos
t, q
ualit
y, s
cope
, ris
k,
bene
fits
. D
irec
t re
spon
sibi
litie
s fo
r D
irec
ting
, Man
agin
g,
Del
iver
ing.
Focu
s on
Prod
ucts
O
utpu
t, n
ot a
ctiv
ity,
ori
ente
d. S
take
hold
er ‘e
xpec
tati
ons’
and
‘acce
ptan
ce c
rite
ria’
soug
ht a
t st
art
and
prod
ucts
de
fine
d wi
th P
rodu
ct D
escr
ipti
ons.
Tailo
r – to
suit
proj
ect r
equi
rem
ents
En
sure
s m
etho
d re
late
s to
the
pro
ject
s en
viro
nmen
t; s
cale
, co
mpl
exit
y, im
port
ance
, ris
k…
PR
INC
E2
® -
on
a p
age –
Pri
nci
ple
s
Ve
rsio
n: 1
601a
- 2
0Jan
16
www.northernprojectmanagement.com 2
Cont
inue
d Bu
sine
ss Ju
stifi
catio
n
Lear
n fr
om E
xper
ienc
e
Defin
ed R
oles
and
Res
pons
ibili
ties
Man
age
by S
tage
s
Man
age
by E
xcep
tion
Focu
s on
Prod
ucts
Tailo
r – to
suit
proj
ect r
equi
rem
ents
PR
INC
E2
® -
on
a p
age –
Pri
nci
ple
s
Ve
rsio
n: 1
601a
- 2
0Jan
16
www.northernprojectmanagement.com 3
Busi
ness
Cas
e W
hy -
are
we
doin
g th
e pr
ojec
t (b
enef
its, c
osts
, risk
s,
times
cale
s)?
Org
aniz
atio
n W
ho -
is re
spon
sible
for d
oing
.....
... ?
Qua
lity
Wha
t - w
ill th
e pr
ojec
t cre
ate,
wha
t is t
he sc
ope
(fit f
or
purp
ose)
?
Plan
s H
ow -
we
do it
, how
muc
h [m
oney
/tim
e], w
hen
do w
e st
art/
fini
sh?
Risk
W
hat i
f - th
ere
is a
thre
at o
r opp
ortu
nity
(ho
w d
o w
e m
anag
e th
em)?
Chan
ge
Wha
t is t
he im
pact
- of
unf
ores
een
issue
s or c
hang
es ?
Prog
ress
W
here
- ar
e w
e no
w/g
oing
, sho
uld
we
proc
eed,
dea
ling
with
pro
blem
s?
PR
INC
E2
® -
on
a p
age
– T
hem
es
Ve
rsio
n: 1
601a
- 2
0Jan
16
www.northernprojectmanagement.com 4
Busi
ness
Cas
e
Org
aniz
atio
n
Qua
lity
Plan
s
Risk
Chan
ge
Prog
ress
PR
INC
E2
® -
on
a p
age
– T
hem
es
Ve
rsio
n: 1
601a
- 2
0Jan
16
www.northernprojectmanagement.com 5
PRIN
CE2
Proc
esse
s
Foun
datio
n Le
vel
A
grap
hic
of e
ach
of th
e 7
PRIN
CE2
proc
esse
s are
show
n on
the
follo
win
g pa
ges.
A
usef
ul sk
ill fo
r the
foun
datio
n le
vel e
xam
inat
ion
is to
be
able
to
arra
nge
the
activ
ities
in th
e co
rrec
t ord
er.
www.northernprojectmanagement.com 6
Starting up a Project
Appo
int E
xecu
tive
&
Proj
ect M
anag
er
Capt
ure
prev
ious
le
sson
s
Plan
nex
t (in
itiat
ion)
St
age
Sele
ct P
roje
ct
Appr
oach
&
asse
mbl
e Pr
ojec
t Br
ief
Prep
are
Out
line
Busin
ess C
ase
Desig
n &
app
oint
pr
ojec
t tea
m
www.northernprojectmanagement.com 7
Directing a Project
Auth
orize
Pro
ject
Cl
osur
e
Giv
e Ad
Hoc
di
rect
ion
Auth
orize
Sta
ge o
r Ex
cept
ion
Plan
Auth
orize
Pro
ject
Auth
orise
Initi
atio
n
www.northernprojectmanagement.com 8
Initiating a Project
Asse
mbl
e Pr
ojec
t In
itiat
ion
Docu
men
tatio
n
Refin
e B
usin
ess
Case
Crea
te -
Proj
ect P
lan
Set u
p Pr
ojec
t Co
ntro
ls
Prep
are
– Co
mm
unic
atio
n M
anag
emen
t Str
ateg
y
Prep
are
– Q
ualit
y
Man
agem
ent S
trat
egy
Prep
are
– Co
nfig
urat
ion
Man
agem
ent S
trat
egy
Prep
are
– Ri
sk M
anag
emen
t St
rate
gy
www.northernprojectmanagement.com 9
Managing a Stage Boundary
Upd
ate
Proj
ect P
lan
Upd
ate
Busin
ess
Case
Plan
nex
t sta
ge
Repo
rt S
tage
End
Prod
uce
an
Exce
ptio
n Re
port
www.northernprojectmanagement.com 10
Controlling a Stage
Rece
ive
com
plet
ed
Repo
rtin
g
Capt
ure
&
exam
ine
issue
s &
risks
Esca
late
issu
es &
ris
ks
Issues
Work Package
Monitoring & Reporting
Auth
orize
Revi
ew st
age
stat
us
Take
cor
rect
ive
actio
n
Revi
ew
www.northernprojectmanagement.com 11
Managing Product Delivery
Crea
te S
peci
alis
t Pro
duct
s
Acce
pt a
Wor
k Pa
ckag
e
Exec
ute
a W
ork
Pack
age
Deliv
er a
Wor
k Pa
ckag
e
Crea
te S
peci
alist
Pro
duct
s
www.northernprojectmanagement.com 12
Closing a Project
Reco
mm
end
Proj
ect c
losu
re
Hand
ove
r pro
duct
s
Prep
are
plan
ned
clos
ure
Prep
are
prem
atur
e cl
osur
e
Eval
uate
pro
ject
www.northernprojectmanagement.com 13
PRIN
CE2
Proc
esse
s
Prac
titio
ner l
evel
At th
e Pr
actit
ione
r lev
el it
is n
eces
sary
bot
h to
kno
w th
e or
der o
f th
e ac
tiviti
es a
nd a
lso b
e ab
le to
iden
tify
in w
hich
pro
cess
es a
nd
in w
hich
act
ivity
the
Man
agem
ent P
rodu
cts (
docu
men
ts) a
re
crea
ted,
upd
ated
and
clo
sed.
www.northernprojectmanagement.com 14
Starting up a Project
Appo
int E
xecu
tive
&
Proj
ect M
anag
er
Capt
ure
prev
ious
le
sson
s
Desig
n &
app
oint
pr
ojec
t tea
m
Prep
are
Out
line
Busin
ess C
ase
Sele
ct P
roje
ct
Appr
oach
& a
ssem
ble
Proj
ect B
rief
Plan
nex
t (in
itiat
ion)
St
age
•Pr
ojec
t Man
agem
ent T
eam
Str
uctu
re
•Pr
ojec
t Man
agem
ent R
ole
Desc
riptio
ns
•Pr
ojec
t App
roac
h
www.northernprojectmanagement.com 15
Directing a Project
Auth
orise
Initi
atio
n
Auth
orize
Pro
ject
Auth
orize
Sta
ge o
r Ex
cept
ion
Plan
Give
Ad
Hoc
dire
ctio
n
Auth
orize
Pro
ject
Cl
osur
e •
High
light
Rep
ort
•Ex
cept
ion
Repo
rt
www.northernprojectmanagement.com 16
Initiating a Project Ri
sk M
anag
emen
t St
rate
gy
Conf
igur
atio
n M
anag
emen
t Str
ateg
y
Qua
lity
M
anag
emen
t Str
ateg
y
Com
mun
icat
ion
Man
agem
ent S
trat
egy
Set u
p Pr
ojec
t Con
trol
s
Proj
ect P
lan
Refin
e B
usin
ess C
ase
Asse
mbl
e Pr
ojec
t In
itiat
ion
Docu
men
tatio
n •
Proj
ect C
ontr
ols
•U
pdat
e te
am st
ruct
ure
& ro
le d
escr
iptio
ns
www.northernprojectmanagement.com 17
Managing a Stage Boundary
? ? ? ? ?
????
??
www.northernprojectmanagement.com 18
Controlling a Stage Work Package
Auth
orize
Revi
ew
Rece
ive
com
plet
ed
M & R
Revi
ew st
age
stat
us
Repo
rtin
g
Issues
Capt
ure
&
exam
ine
issue
s &
risks
Esca
late
issu
es &
ris
ks
Take
cor
rect
ive
actio
n
Upd
ate:
•
? •
? •
? •
? U
pdat
e:
•?
•?
•?
Upd
ate:
•
Stag
e Pl
an
Upd
ate:
•
Risk
Reg
ister
•
Issu
e Re
gist
er
•St
age
Plan
•
Less
ons L
og
•Is
sue
Repo
rt
Upd
ate:
•
? •
? •
?
Upd
ate:
•
? •
? •
? U
pdat
e:
•?
•?
•?
•?
•?
•?
www.northernprojectmanagement.com 19
Managing Product Delivery
? ? ?
Upd
ate:
•
? Ra
ise:
•?
Upd
ate:
•
? •
? •
? Ra
ise:
•?
•?
Obt
ain:
•
?
Crea
te S
peci
alis
t Pro
duct
s
Upd
ate:
•
? •
?
www.northernprojectmanagement.com 20
Closing a Project
Prep
are
plan
ned
clos
ure
Prep
are
prem
atur
e cl
osur
e
Hand
ove
r pro
duct
s
Eval
uate
pro
ject
Reco
mm
end
Proj
ect
clos
ure
Addi
tiona
l ?
?
? ?
Obt
ain
•?
Clos
e
Prep
are
•?
?
www.northernprojectmanagement.com 21
PRIN
CE2
Proc
esse
s
Proc
esse
s with
Act
iviti
es
Al
l 7 P
RIN
CE2
Proc
esse
s, c
ompl
ete
with
act
iviti
es a
nd th
e re
leva
nt M
ange
men
t Pro
duct
s are
dep
icte
d on
the
follo
win
g pa
ges.
www.northernprojectmanagement.com 22
Starting up a Project
Appo
int E
xecu
tive
&
Proj
ect M
anag
er
Capt
ure
prev
ious
le
sson
s
Desig
n &
app
oint
pr
ojec
t tea
m
Prep
are
Out
line
Busin
ess C
ase
Sele
ct P
roje
ct
Appr
oach
& a
ssem
ble
Proj
ect B
rief
Plan
nex
t (in
itiat
ion)
St
age
•Pr
ojec
t Man
agem
ent T
eam
Str
uctu
re
•Pr
ojec
t Man
agem
ent R
ole
Desc
riptio
ns
•Pr
ojec
t App
roac
h
www.northernprojectmanagement.com 23
Directing a Project
Auth
orise
Initi
atio
n
Auth
orize
Pro
ject
Auth
orize
Sta
ge o
r Ex
cept
ion
Plan
Give
Ad
Hoc
dire
ctio
n
Auth
orize
Pro
ject
Cl
osur
e
•Hi
ghlig
ht R
epor
t •
Exce
ptio
n Re
port
www.northernprojectmanagement.com 24
Initiating a Project Ri
sk M
anag
emen
t St
rate
gy
Conf
igur
atio
n M
anag
emen
t Str
ateg
y
Qua
lity
M
anag
emen
t Str
ateg
y
Com
mun
icat
ion
Man
agem
ent S
trat
egy
Set u
p Pr
ojec
t Con
trol
s
Proj
ect P
lan
Refin
e B
usin
ess C
ase
Asse
mbl
e Pr
ojec
t In
itiat
ion
Docu
men
tatio
n
•Pr
ojec
t Con
trol
s •
Upd
ate
team
stru
ctur
e &
role
des
crip
tions
www.northernprojectmanagement.com 25
Managing a Stage Boundary
Plan
nex
t sta
ge
Upd
ate
Proj
ect P
lan
Upd
ate
Busin
ess C
ase
Repo
rt S
tage
End
Prod
uce
an E
xcep
tion
Repo
rt
U
pdat
e
C
reat
e
Follo
w o
n ac
tion
reco
mm
enda
tions
www.northernprojectmanagement.com 26
Controlling a Stage Work Package
Auth
orize
Revi
ew
Rece
ive
com
plet
ed
M & R
Revi
ew st
age
stat
us
Repo
rtin
g
Issues
Capt
ure
&
exam
ine
issue
s &
risks
Esca
late
issu
es &
ris
ks
Take
cor
rect
ive
actio
n
Upd
ate:
•
Risk
Reg
ister
•
Issu
e Re
gist
er
•Q
ualit
y Re
gist
er
•St
age
Plan
U
pdat
e:
•Co
nfig
urat
ion
Item
Rec
ords
•
Risk
Reg
ister
•
Issu
e Re
gist
er
Upd
ate:
•
Stag
e Pl
an
Upd
ate:
•
Risk
Reg
ister
•
Issu
e Re
gist
er
•St
age
Plan
•
Less
ons L
og
•Is
sue
Repo
rt
Upd
ate:
•
Daily
Log
•Is
sue
Regi
ster
•
Risk
Reg
ister
Upd
ate:
•
Issu
e Re
gist
er
•Ri
sk R
egist
er
•Is
sue
Repo
rt
Upd
ate:
•
Issu
e Re
gist
er
•Ri
sk R
egist
er
•Is
sue
Repo
rt
•St
age
Plan
•
Conf
igur
atio
n Ite
m R
ecor
ds
•Da
ily Lo
g
www.northernprojectmanagement.com 27
Managing Product Delivery
Acce
pt a
Wor
k Pa
ckag
e
Exec
ute
a W
ork
Pack
age
Deliv
er a
Wor
k Pa
ckag
e
Upd
ate:
•
Qua
lity
Regi
ster
Ra
ise:
•Ri
sk
Upd
ate:
•
Qua
lity
Regi
ster
•
Conf
igur
atio
n Ite
m R
ecor
ds
•Te
am P
lan
Raise
: •
Issu
e •
Risk
O
btai
n:
•Ap
prov
al R
ecor
ds
Crea
te S
peci
alis
t Pro
duct
s
Upd
ate:
•
Wor
k Pa
ckag
e •
Team
Pla
n
www.northernprojectmanagement.com 28
Closing a Project
Prep
are
plan
ned
clos
ure
Prep
are
prem
atur
e cl
osur
e
Hand
ove
r pro
duct
s
Eval
uate
pro
ject
Reco
mm
end
Proj
ect
clos
ure
Upd
ate
Cre
ate
Addi
tiona
l Wor
k Es
timat
es
Follo
w o
n ac
tion
reco
mm
enda
tions
Obt
ain
•Ac
cept
ance
Rec
ords
Clos
e
Prep
are
•Dr
aft P
roje
ct
clos
u re
notic
e
www.northernprojectmanagement.com 29
Starting up a Project Ap
poin
t Exe
cutiv
e &
Pro
ject
M
anag
er
Capt
ure
prev
ious
less
ons
Des
ign
& a
ppoi
nt te
am
Prep
are
Out
line
Busi
ness
Ca
se
Sele
ct P
roje
ct A
ppro
ach
&
asse
mbl
e Pr
ojec
t Brie
f
Plan
nex
t (in
itiat
ion)
Sta
ge
www.northernprojectmanagement.com 30
Closing a Project Pr
epar
e pl
anne
d cl
osur
e
Prep
are
prem
atur
e cl
osur
e
Han
d ov
er p
rodu
cts
Eval
uate
pro
ject
Reco
mm
end
Proj
ect c
losu
re
www.northernprojectmanagement.com 31
Controlling a Stage
Work Package Au
thor
ize
Revi
ew
Rece
ive
com
plet
ed
M & R
Revi
ew st
age
stat
us
Repo
rtin
g
Issues
Capt
ure
& e
xam
ine
issu
es &
risk
s
Esca
late
issu
es &
ris
ks
Take
cor
rect
ive
actio
n
www.northernprojectmanagement.com 32
Directing a Project Au
thor
ise
Initi
atio
n
Auth
oriz
e Pr
ojec
t
Auth
oriz
e St
age
or
Exce
ptio
n Pl
an
Giv
e Ad
Hoc
dire
ctio
n
Auth
oriz
e Pr
ojec
t Clo
sure
www.northernprojectmanagement.com 33
Managing a Stage Boundary Plan
nex
t sta
ge
Upd
ate
Proj
ect P
lan
Upd
ate
Busi
ness
Cas
e
Repo
rt S
tage
End
Prod
uce
an E
xcep
tion
Repo
rt
www.northernprojectmanagement.com 34
Initiating a Project Ri
sk M
anag
emen
t St
rate
gy
Conf
igur
atio
n M
anag
emen
t Str
ateg
y
Qua
lity
Man
agem
ent
Stra
tegy
Com
mun
icat
ion
Man
agem
ent S
trat
egy
Set u
p Pr
ojec
t Con
trol
s
Proj
ect P
lan
Refin
e B
usin
ess C
ase
Asse
mbl
e Pr
ojec
t In
itiat
ion
Docu
men
tatio
n
www.northernprojectmanagement.com 35
Managing Product Delivery
Acce
pt a
Wor
k Pa
ckag
e
Exec
ute
a W
ork
Pack
age
Deliv
er a
Wor
k Pa
ckag
e
www.northernprojectmanagement.com 36
Corp
orat
e/
Prog
ram
me
Dire
ctin
g
Man
agin
g
Deliv
ery
PR
INC
E2
® -
on
a p
age –
Pro
cess
es
Ve
rsio
n: 1
601a
- 2
0Jan
16
Pre-
Proj
ect
Initi
atio
n De
liver
y St
ages
Fi
nal
Deliv
ery
Stag
e
Dire
ctin
g a
Proj
ect
Man
agin
g Pr
oduc
t Del
iver
y
Initi
atin
g a
Proj
ect
Cont
rolli
ng
a St
age
Cont
rolli
ng
a St
age
Cont
rolli
ng
a St
age
Cont
rolli
ng
a St
age
Star
ting
up
a Pr
ojec
t
SB
SB
SB
SB
CP
1
2
3
4
5
6
7
SB –
Man
agin
g a
Stag
e Bo
unda
ry
CP –
Clo
sing
a Pr
ojec
t
www.northernprojectmanagement.com 37
PR
INC
E2
® -
on
a p
age –
Pro
cess
es
Ve
rsio
n: 1
601a
- 2
0Jan
16
1
2
3
4
5
6
7
www.northernprojectmanagement.com 38
PRIN
CE2
Appr
oach
to P
lans
Analyse the Risks
Iden
tify
Activ
ities
and
Dep
ende
ncie
s
Prod
uct B
ased
Pla
nnin
g Te
chni
que
Prep
are
Estim
ates
Defin
e an
d An
alys
e Pr
oduc
ts
Desi
gn P
lan
Prep
are
Sche
dule
s
Docu
men
t Pla
n
Crea
te P
rodu
ct B
reak
dow
n St
ruct
ure
Crea
te P
rodu
ct F
low
Dia
gram
Writ
e Pr
oduc
t Des
crip
tions
Writ
e Pr
ojec
t Pro
duct
Des
crip
tion
Activ
ity L
ist
Wor
k Br
eakd
own
Stru
ctur
e In
tern
al/E
xter
nal
Pa
ram
etric
Est
imat
ing
Delp
hi T
echn
ique
Criti
cal P
ath
Floa
t/Sl
ack
Activ
ity-o
n-no
de
PR
INC
E2
® -
on
a p
age –
Pla
ns
and
Pro
du
ct B
ased
Pla
nn
ing
Vers
ion:
160
1a -
20J
an16
www.northernprojectmanagement.com 39
PRIN
CE2
Appr
oach
to P
lans
Analyse the Risks
Prod
uct B
ased
Pla
nnin
g Te
chni
que
Desi
gn
Writ
e
PR
INC
E2
® -
on
a p
age –
Pla
ns
and
Pro
du
ct B
ased
Pla
nn
ing
Vers
ion:
160
1a -
20J
an16
www.northernprojectmanagement.com 40
Deve
lop
Man
date
- o
utlin
e Bu
sines
s Cas
e -
Bus
ines
s Cas
e Ve
rify
Desir
able
, via
ble,
ach
ieva
ble
- K
ey d
ecisi
on p
oint
s M
aint
ain
Proj
ect M
anag
er th
roug
hout
- u
pdat
e w
ith a
ctua
ls Co
nfirm
(Ben
efits
) Id
entif
y Se
nior
Use
r spe
cifie
s Ben
efits
Sele
ct
Obj
ectiv
e m
easu
res
Colle
ct
Base
line
mea
sure
s to
com
pare
De
cide
W
ho a
nd w
hen
– be
nefit
s will
be
asse
ssed
Desi
rabl
e Vi
able
Ac
hiev
able
Out
put
Out
com
e Be
nefit
Ben
efits
?!
? Po
st-P
roje
ct
PR
INC
E2
® -
on
a p
age –
Bu
sin
ess
Cas
e D
evel
op
men
t
Ve
rsio
n: 1
601a
- 2
0Jan
16
www.northernprojectmanagement.com 41
D M
anda
te -
V
M
C
Seni
or U
ser s
peci
fies B
enef
its
Se
lect
Ba
selin
e m
easu
res t
o co
mpa
re
Deci
de
Vi
able
O
O
B
Ben
efits
?!
?
PR
INC
E2
® -
on
a p
age –
Bu
sin
ess
Cas
e D
evel
op
men
t
Ve
rsio
n: 1
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- 2
0Jan
16
www.northernprojectmanagement.com 42
Conf
igur
atio
n M
anag
emen
t Pr
oced
ure
Plan
ning
Id
entif
icat
ion
Cont
rol
Stat
us A
ccou
ntin
g Ve
rific
atio
n &
Aud
it
Issu
e &
Cha
nge
Cont
rol
Proc
edur
e Ca
ptur
e Ex
amin
e Pr
opos
e D
ecid
e Im
plem
ent
Requ
est f
or C
hang
e Ap
prov
e th
e ch
ange
Re
ject
the
chan
ge
Defe
r Dec
ision
Re
ques
t mor
e in
fo
Ask
for E
xcep
tion
Plan
Off-
Spec
ifica
tion
Gran
t Con
cess
ion
Inst
ruct
to b
e re
solv
ed
Defe
r Dec
ision
Re
ques
t mor
e in
fo
Ask
for E
xcep
tion
plan
Prob
lem
/Con
cern
Prov
ide
Guid
ance
As
k fo
r Exc
eptio
n Pl
an
Issu
es
Man
agem
ent P
rodu
cts
•Da
ily L
og
•Is
sue
Regi
ster
•
Issu
e Re
port
s •
Prod
uct S
tatu
s Acc
ount
•
Conf
igur
atio
n Ite
m R
ecor
ds
•Co
nfig
urat
ion
Man
agem
nt S
trat
egy
Onl
y to
fund
co
sts o
f Re
ques
t for
Cha
nge
PR
INC
E2
® -
on
a p
age –
Ch
ange
Vers
ion:
160
1a -
20J
an16
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Conf
igur
atio
n M
anag
emen
t Pr
oced
ure
P I C S V Issu
e &
Cha
nge
Cont
rol
Proc
edur
e C E P D
I
R Appr
ove
the
chan
ge
Reje
ct th
e ch
ange
De
fer D
ecisi
on
Requ
est m
ore
info
As
k fo
r Exc
eptio
n Pl
an
O
Gran
t Con
cess
ion
Inst
ruct
to b
e re
solv
ed
Defe
r Dec
ision
Re
ques
t mor
e in
fo
Ask
for E
xcep
tion
plan
P Prov
ide
Guid
ance
As
k fo
r Exc
eptio
n Pl
an
Issu
es
Man
agem
ent P
rodu
cts
•Da
ily L
og
•Is
sue
Regi
ster
•
Issu
e Re
port
s •
Prod
uct S
tatu
s Acc
ount
•
Conf
igur
atio
n Ite
m R
ecor
ds
•Co
nfig
urat
ion
Man
agem
nt S
trat
egy
Onl
y to
fund
PR
INC
E2
® -
on
a p
age –
Ch
ange
Vers
ion:
160
1a -
20J
an16
www.northernprojectmanagement.com 44
Au
thor
ity
Pr
ojec
t Ass
uran
ce R
espo
nsib
ility
Line
of S
uppo
rt/A
dvic
e
PR
INC
E2
® -
on
a p
age –
Org
anis
atio
n
Ve
rsio
n: 1
601a
- 2
0Jan
16
Corp
orat
e / P
rogr
amm
e M
anag
emen
t
Dire
ctin
g
Man
agin
g
Deliv
erin
g
Proj
ect
Man
ager
Team
M
anag
er(s
)
Team
Mem
bers
Proj
ect
Assu
ranc
e
Proj
ect
Supp
ort
Chan
ge
Auth
ority
Proj
ect B
oard
may
del
egat
e:
•Pr
ojec
t Ass
uran
ce (
but n
ot to
Pro
ject
Man
ager
•
Chan
ge A
utho
rity
Proj
ect A
ssur
ance
is in
depe
nden
t of P
roje
ct M
anag
er
Proj
ect M
anag
er b
e ac
t as:
•
Team
Man
ager
•
Chan
ge A
utho
rity
Seni
or U
ser(
s)
Exec
utiv
e Se
nior
Sup
plie
rs
www.northernprojectmanagement.com 45
Au
thor
ity
Pr
ojec
t Ass
uran
ce R
espo
nsib
ility
Line
of S
uppo
rt/A
dvic
e
PR
INC
E2
® -
on
a p
age –
Org
anis
atio
n
Ve
rsio
n: 1
601a
- 2
0Jan
16
Proj
ect B
oard
may
del
egat
e:
•
•
Proj
ect A
ssur
ance
is in
depe
nden
t of P
roje
ct M
anag
er
Proj
ect M
anag
er c
an a
ct a
s:
•
•
www.northernprojectmanagement.com 46
Prod
uct B
ased
Pla
nnin
g –
Step
2
Prod
uct B
reak
dow
n St
ruct
ure
- Hie
rarc
hy
Prod
uct B
ased
Pla
nnin
g –
Step
4
Crea
te th
e Pr
oduc
t Flo
w D
iagr
am
PR
INC
E2
® -
on
a p
age –
Pro
du
ct B
ased
Pla
nn
ing T
ech
niq
ue
Versio
n: 1
601a
- 2
0Jan
16
Exhi
bitio
n Gi
ft P
ack
Prep
ared
Gi
ft P
ack
Exhi
bitio
n Da
ta
Grou
p
Plas
tic S
leev
e Po
stca
rd
Staf
f Mem
bers
Da
tes
USB
Stic
k Di
ary
Pen
Diar
y Pe
n U
SB S
tick
Plas
tic S
leev
e Po
stca
rd
Prep
ared
Gi
ft P
ack
Staf
f Mem
bers
Da
tes
Exhi
bitio
n Da
ta
Grou
p
Exhi
bitio
n Gi
ft P
ack
Key:
Prod
uct
Grou
p
Prod
uct
Exte
rnal
www.northernprojectmanagement.com 47
Prod
uct B
ased
Pla
nnin
g –
Step
2
Prod
uct B
reak
dow
n St
ruct
ure
- Hie
rarc
hy
Prod
uct B
ased
Pla
nnin
g –
Step
4
Crea
te th
e Pr
oduc
t Flo
w D
iagr
am
PR
INC
E2
® -
on
a p
age –
Pro
du
ct B
ased
Pla
nn
ing T
ech
niq
ue
Versio
n: 1
601a
- 2
0Jan
16
Exhi
bitio
n Gi
ft P
ack
Prep
ared
Gi
ft P
ack
Exhi
bitio
n Da
ta
Grou
p
Plas
tic S
leev
e Po
stca
rd
Staf
f Mem
bers
Da
tes
USB
Stic
k Di
ary
Diar
y Pe
n U
SB S
tick
Plas
tic S
leev
e Po
stca
rd
Prep
ared
Gi
ft P
ack
Staf
f Mem
bers
Da
tes
Exhi
bitio
n Da
ta
Grou
p
Exhi
bitio
n Gi
ft P
ack
Key:
Red
Pen
Blue
Pen
•Co
mpl
ete
the
key
•Fi
nd th
emist
akes
in S
tep
2 an
d St
ep 4
www.northernprojectmanagement.com 48
Exce
ptio
ns
Tole
ranc
e +
/ -
Dele
gatin
g Au
thor
ity
Divi
ding
pro
ject
into
Sta
ges
Tim
e &
Eve
nt d
riven
con
trol
s Ra
ising
Exc
eptio
ns
Appr
oach
to P
rogr
ess
•De
lega
te to
low
er le
vels
•Di
vide
Pro
ject
into
man
agem
ent S
tage
s •
Even
t & T
ime
driv
en re
port
ing
•Ra
ising
Exc
eptio
ns
Risk
Man
agem
ent S
trat
egy
Stag
e Pl
an
Wor
k Pa
ckag
e
Proj
ect P
lan
Stag
e Pl
an
Wor
k Pa
ckag
e
Proj
ect P
rodu
ct D
escr
iptio
n Pr
oduc
t Des
crip
tion
Busin
ess C
ase
PR
INC
E2
® -
on
a p
age –
Pro
gre
ss
Ve
rsio
n: 1
601a
- 2
0Jan
16
www.northernprojectmanagement.com 49
Exce
ptio
ns
Tole
ranc
e +
/ -
Dele
gatin
g Au
thor
ity
Divi
ding
pro
ject
into
Sta
ges
Tim
e &
Eve
nt d
riven
con
trol
s Ra
ising
Exc
eptio
ns
Appr
oach
to P
rogr
ess
•De
lega
te to
low
er le
vels
•Di
vide
Pro
ject
into
man
agem
ent S
tage
s •
Even
t & T
ime
driv
en re
port
ing
•Ra
ising
Exc
eptio
ns
Risk
Man
agem
ent S
trat
egy
Stag
e Pl
an
Wor
k Pa
ckag
e
Proj
ect P
lan
Stag
e Pl
an
Wor
k Pa
ckag
e
Proj
ect P
rodu
ct D
escr
iptio
n Pr
oduc
t Des
crip
tion
Busin
ess C
ase
PR
INC
E2
® -
on
a p
age –
Pro
gre
ss
Ve
rsio
n: 1
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- 2
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16
www.northernprojectmanagement.com 50
Quality Planning Q
ualit
y As
sura
nce
Iden
tify
all p
roje
ct p
rodu
cts
Und
erst
and
qual
ity e
xpec
tatio
ns
Defin
e ac
cept
ance
crit
eria
Do
cum
ent i
n Pr
ojec
t Pro
duct
Des
crip
tion
Form
ulat
e Q
ualit
y M
anag
emen
t Str
ateg
y De
fine
in P
rodu
ct D
escr
iptio
ns
Set
up
a Q
ualit
y Re
gist
er
Impl
emen
t and
trac
k Q
ualit
y M
etho
ds
Carr
y ou
t the
Qua
lity
Met
hods
•
In-P
roce
ss
•Ap
prai
sal
−Te
stin
g −
Qua
lity
Insp
ectio
ns
•PR
INCE
2 Q
ualit
y Re
view
Tec
hniq
ue
Mai
ntai
n Q
ualit
y an
d Ap
prov
al R
ecor
ds
−Ap
prov
al R
ecor
ds
−Ac
cept
ance
Rec
ords
Ga
in A
ccep
tanc
e
Out
side
PRIN
CE2
Use
d in
CP
as v
erifi
catio
n O
vera
ll Pu
rpos
e Cu
stom
er Q
ualit
y Ex
pect
atio
ns
Acce
ptan
ce C
riter
ia
Proj
ect L
evel
Tol
eran
ces Pu
rpos
e Q
ualit
y Cr
iteria
Q
ualit
y To
lera
nces
Q
ualit
y M
etho
ds
Qua
lity
Resp
onsib
ilitie
s Pr
oduc
er
Revi
ewer
Ap
prov
er
Prod
uct
Chai
r Re
view
er
Adm
inist
rato
r Pr
esen
ter
Deci
sions
: •
Com
plet
e •
Cond
ition
ally
Com
plet
e •
Inco
mpl
ete
Ulti
mat
e ap
prov
al o
f Pro
ject
’s P
rodu
cts
Quality Control PR
INC
E2
® -
on
a p
age –
Qu
alit
y T
hem
e
Vers
ion:
160
1a -
20J
an16
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Quality Planning Q
ualit
y As
sura
nce
Iden
tify
all p
roje
ct p
rodu
cts
Und
erst
and
De
fine
Do
cum
ent
Fo
rmul
ate
De
fine
Se
t up
Impl
emen
t and
trac
k Q
ualit
y M
etho
ds
Carr
y ou
t the
Qua
lity
Met
hods
•
•
−
−
•
Mai
ntai
n Q
ualit
y an
d Ap
prov
al R
ecor
ds
−
−
Gain
Acc
epta
nce
C R A P
Deci
sions
: •
•
•
Quality Control PR
INC
E2
® -
on
a p
age –
Qu
alit
y T
hem
e
Vers
ion:
160
1a -
20J
an16
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Onl
y fo
r m
anag
emen
t re
spon
ses t
o Ri
sk
Risk
Man
agem
ent
Proc
edur
e
Communicate
Plan
Risk
Res
pons
es
Th
reat
s
O
ppor
tuni
ties
Impl
emen
t
Acce
ss
Iden
tify
Cont
ext
Risk
s
Redu
ce
Tran
sfer
Fallb
ack
Avoi
d
Spec
ific
obje
ctiv
es?
Corp
orat
e/Pr
ogra
mm
e St
rate
gy?
Capt
ure
in R
isk
Regi
ster
Man
agin
g, m
onito
ring
& c
ontr
ol
Estim
ate
Eval
uate
Ow
ner
Actio
nee
Prob
abili
ty
Impa
ct
Prox
imity
Risk
Res
pons
e
Shar
e
Acce
pt
Expl
oit
Enha
nce
Reje
ct
Risk
Cau
se
Risk
Eve
nt Risk
Effe
ct
PR
INC
E2
® -
on
a p
age –
Ris
k
Vers
ion:
160
1a -
20J
an16
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Onl
y fo
r m
anag
emen
t re
spon
ses t
o Ri
sk
Risk
Man
agem
ent
Proc
edur
e
Communicate
Risk
Res
pons
es
Th
reat
s
O
ppor
tuni
ties
Eval
uate
Ow
ner
Actio
nee
Shar
e
Risk
Cau
se
PR
INC
E2
® -
on
a p
age –
Ris
k
Vers
ion:
160
1a -
20J
an16
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