Back to PMBoK table
4.1 Develop project charter
Inputs | Tools and Techniques | Outputs |
---|---|---|
Project statement of work | Expert judgment | Project charter |
Business case | Facilitation techniques | |
Agreements | ||
Enterprise environmental factors | ||
Organizational process assets |
Inputs
Project Statement of Work (SOW
Is a narrative description of products, services or results to be developed by a project. SOW covers the business need, product scope description, strategic plan.
Business Case
A document that determines whether or not the project is worth the required investment
Agreements
Agreements are used to define initial intention of the project. They can be Memorandum of Understanding (MOU), Service Level Agreements (SLAs), Letters of Intentions (LOIs) etc.
Enterprise Environmental Factors
Organizational Process Assets
Please refer to the common ITTO section.
Tools and Techniques
Facilitation techniques
Please refer to the common ITTO section
Output
Project Charter
Is the document issued by the project initiator (sponsor) that formally authorizes the existence of a project and provides the project manager with the authority to apply organizational resources to project activities.
Back to PMBoK table
4.2 Develop project management plan
Inputs | Tools and techniques | Outputs |
---|---|---|
Project charter | Expert judgment | Project management plan |
Outputs from other processes | Facilitation techniques | |
Enterprise environmental factors | ||
Organizational process assets |
Input
Project charter
Outputs from other processes
Outputs from other process, especially in the planning process group such as cost baselines, schedule baselines etc.
EEF
OPA
Please refer to the common ITTO section.
Tools and Techniques
Expert Judgment
Facilitation Techniques
Please refer to the common ITTO section.
Output
Project Management Plan
It is the document that includes all the subsidiary plans such as scope management plan, schedule management plan, cost management plan, scope baseline etc.
Back to PMBoK table
4.3 Direct and Manage Project Work
Inputs | Tools and techniques | Outputs |
---|---|---|
Project management plan | Expert judgment | Deliverables |
Approved change requests | Project management information system | Work performance data |
Enterprise environmental factors | Meetings | Change requests |
Organizational process assets | Project management plan updates | |
Project document updates |
Input
Project Management Plan
Approved Change Requests
These are change requests approved by the change control board (CCB) for implementation which may be a corrective action, a preventive action or a defect repair.
EEF
OPA
Please refer to the common ITTO section.
Tools and Techniques
Expert Judgment
Meetings
Please refer to the common ITTO section.
Project Management Information System
Information flow systems such as an intranet based status tracking took, a scheduling tools and so on.
Output
Deliverables
Any unique and verifiable product, result or capacity to perform service that is required to complete a process, project or phase. Typically engineering deliverables that make the end product or service.
Work performance data
Lowest level of detail in the project. Raw observations resulting from task executions. Examples are defects, issues, task status. It is an output of the process 4.3 Direct and Manage Project Work.
Change request
A formal proposal to modify any document deliverable or baseline which will be evaluated and disposed by the change control board (CCB).
Project Management Plan Updates – self explanatory.
Project Document Updates
Project documents other than project management plan are requirements document, risk register, change log, stakeholder register and so on.
Back to PMBoK table
4.4 Manage project knowledge
Input
Project Management Plan
Project Documents
Deliverables
EEF
OPA
Please refer to the common ITTO section
Tools and Techniques
Expert Judgment
Knowledge Management
Information Management
Interpersonal and Team skills
Please refer to the common ITTO section
Outputs
Lessons learned register
Project Management Plan Updates
OPA Updates
4.5 Monitor and Control Project Work
Inputs | Tools and techniques | Outputs |
---|---|---|
Project management plan | Expert judgment | Change requests |
Validated changes | Project management information system | Work performance reports |
Enterprise environmental factors | Meetings | Project management plan updates |
Organizational process assets | Analytical techniques | Project document updates |
Schedule forecasts | ||
Cost forecasts | ||
Work performance information |
Input
Project Management Plan
Schedule forecasts (to be described in Schedule Management KA)
Cost forecasts (to be described in Cost Management KA)
Validated Changes
Implemented change requests that have gone through a validation such as a review or testing. This is further used to close the change request.
Work performance information
Information derived by analyzing the work performance data. For example, the impact of a task delay (Work performance data) on the overall project duration, the schedule forecast (Work performance information) is derived by analyzing work performance data. This is an output of many controlling processes such as ‘control cost’, ‘control schedule’, ‘control quality’ etc.
EEF
OPA
Please refer to the common ITTO section
Tools and Techniques
Expert Judgment
Analytical Techniques
Project Management Information System
Meetings
Please refer to the common ITTO section
Outputs
Change requests
Work performance report
A project status report that is sent to stakeholders.
Project Management Plan Updates – Self explanatory
Project Document Updates – Self explanatory
Back to PMBoK table
4.6 Perform Integrated Change Control
Inputs | Tools and techniques | Outputs |
---|---|---|
Project management plan | Expert judgment | Approved change requests |
Work performance reports | Meetings | Change log |
Enterprise environmental factors | Change control tools | Project management plan updates |
Organizational process assets | Project document updates | |
Change requests |
Input
Project Management Plan
Work Performance Reports – Details the change requests newly raised and change requests that are validated and can be closed.
Change Requests
EEF
OPA
Tools and Techniques
Expert Judgment
Meetings
Change Control Tools
Manual tools or software tools used to raise change requests, review change requests, approve and dispose the change requests and track their status throughout.
Output
Approved Change requests
Change log
Change requests are reviewed in this process and are either approved or rejected. Accordingly change requests that are approved or change log updated with the information of rejection of a change request are among the outputs of this process
Project Management Plan Updates – Self explanatory
Project Document Updates – Self explanatory
Back to PMBoK table
4.7 Close Project Or Phase
Inputs | Tools and techniques | Outputs |
---|---|---|
Project management plan | Expert judgment | Final product, service or result transition |
Accepted deliverables | Meetings | Organizational process assets updates |
Organizational process assets | Analytical techniques | Project document updates |
Input
Project Management Plan
Accepted Deliverables
The final deliverables that comprise the product, service or result that the customer has reviewed and deemed accepted.
OPA
Tools and Techniques
Expert Judgment
Meetings
Analytical Techniques
Please refer to the common ITTO section
Outputs
Final product service or result transition
The outcome of the project has to be transitioned to the next stage such as operations and this transition is the output of this process.
OPA updates