Understanding the Project Management Body of Knowledge (PMBOK®) Guide: Transition From 3rd to 4th Edition
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The document outlines significant changes from the 3rd to 4th edition of the PMBOK, including a shift to a verb-noun format for process names, improved clarity on organizational assets, and the reorganization of project management processes. It emphasizes the importance of interpersonal skills and introduces new categories for project integration and stakeholder management. The updates also bring new standards for documentation and enhanced focus on stakeholder engagement throughout the project lifecycle.
Understanding the Project Management Body of Knowledge (PMBOK®) Guide: Transition From 3rd to 4th Edition
- 1. A Guide To The Project Management Body of Knowledge (PMBOK) Significant Changes from the 3 rd edition to the 4 th edition
- 2. Major Changes The adoption of the verb-noun format for process names Amplification as to Enterprise Environmental Factors and Organizational Process Assets Clarifications as to the relationships between Corrective Actions, Preventative Actions, Defect Repairs, and Requested changes The elimination, addition, and consolidation of processes to tighten the logic of the process groups A division of the Project Management Plan documents from Project Documents that was unclear in the 3 rd edition of the PMBOK
- 3. Major Changes (continued) The establishment of a distinction between the elements of a Project Charter from the Project Scope Statement The elimination of process flow diagrams that were often interpreted as activity diagrams rather than logical flows More emphasis on the logical connections between the processes (where outputs become inputs to follow-on processes) An appendix that is intended to emphasize the need for soft (interpersonal) skills
- 4. Name Changes PMBOK, 3 rd edition Verb-Noun Titles e.g., Create WBS; Develop Project Management Plan Noun-Verb Titles e.g., Scope Planning; Cost Control PMBOK, 4 th edition All processes titled in Verb-Noun format
- 5. Verb-Noun Examples Old PMBOK Activity Definition Activity Sequencing Activity Resource Estimating Activity Duration Estimating Cost Estimating Cost Budgeting New PMBOK Define Activities Sequence Activities Estimate Activity Resources Estimate Activity Durations Estimate Costs Determine Budget
- 6. Enterprise Environmental Factors The Organization’s Enterprise Environmental factors and systems that influence the project’s success Culture, structure, processes Government and Industry Standards Infrastructure (existing facilities and equipment) Existing Human Resources (skills, disciplines and knowledge) Personnel Administration Work authorization system Marketplace conditions Stakeholder Risk Tolerance Political climate Established communications channels Commercial databases (e.g., standardized cost estimating data, industry risk study information) PMIS
- 7. Organizational Process Assets Processes and Procedures Processes, policies, standardized guidelines, templates, communication requirements, closure guidelines, financial controls, issue and defect management, risk management, and work authorization procedures Corporate Knowledge Base Databases (process measurement, issues and defects, configuration management, and financial), Project files, historical information
- 8. Change Requests, et al Corrective Actions Preventive Actions Defect Repairs Change Requests Short-term actions Long-term actions
- 9. Project Integration Management Inputs and Outputs Monitor and Control Project Work Perform Integrated Change Control Project Management Plan Change Requests Corrective Actions Preventive Actions Defect Repairs Project Management Plan Change Request Status Updates Project Man. Plan Updates PM Plan Updates Project Documentation Updates Performance Reports Work Performance Information
- 10. New Category of “Change Request” Updates to the contents of plans, documents, etc.
- 11. Planning Process Group Initiating Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group Integration Management Develop Project Charter Develop Preliminary Project Scope Statement Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Integrated Change Control Close Project Scope Management Scope Planning Scope Definition Create WBS Scope Verification Scope Control Time Management Activity Definition Activity Sequencing Activity Resource Estimating Activity Duration Estimation Schedule Development Schedule Control Cost Management Cost Estimating Cost Budgeting Cost Control Quality Management Quality Planning Perform Quality Assurance Perform Quality Control Human Resource Management Human Resource Planning Acquire Project Team Develop Project Team Manage Project Team Communications Management Communications Planning Information Distribution Performance Reporting Manage Stakeholders Risk Management Risk Management Planning Risk Identification Qualitative Risk Analysis Quantitative Risk Analysis Risk Response Planning Risk Monitoring and Control Procurement Management Plan Purchases and Acquisitions Plan Contracting Request Seller Responses Select Sellers Contract Administration Contract Closure
- 12. Processes Changes to the matrix of Processes In addition to the wording changes (verb-noun format)
- 13. Planning Process Group Initiating Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group Integration Management Develop Project Charter Develop Preliminary Project Scope Statement Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Integrated Change Control Close Project Scope Management Scope Planning Scope Definition Create WBS Scope Verification Scope Control Time Management Activity Definition Activity Sequencing Activity Resource Estimating Activity Duration Estimation Schedule Development Schedule Control Cost Management Cost Estimating Cost Budgeting Cost Control Quality Management Quality Planning Perform Quality Assurance Perform Quality Control Human Resource Management Human Resource Planning Acquire Project Team Develop Project Team Manage Project Team Communications Management Communications Planning Information Distribution Performance Reporting Manage Stakeholders Risk Management Risk Management Planning Risk Identification Qualitative Risk Analysis Quantitative Risk Analysis Risk Response Planning Risk Monitoring and Control Procurement Management Plan Purchases and Acquisitions Plan Contracting Request Seller Responses Select Sellers Contract Administration Contract Closure
- 14. Planning Process Group Initiating Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group Integration Management Develop Project Charter Develop Preliminary Project Scope Statement Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Integrated Change Control Close Project Scope Management Scope Planning Scope Definition Create WBS Scope Verification Scope Control Time Management Activity Definition Activity Sequencing Activity Resource Estimating Activity Duration Estimation Schedule Development Schedule Control Cost Management Cost Estimating Cost Budgeting Cost Control Quality Management Quality Planning Perform Quality Assurance Perform Quality Control Human Resource Management Human Resource Planning Acquire Project Team Develop Project Team Manage Project Team Communications Management Communications Planning Information Distribution Performance Reporting Manage Stakeholders Risk Management Risk Management Planning Risk Identification Qualitative Risk Analysis Quantitative Risk Analysis Risk Response Planning Risk Monitoring and Control Procurement Management Plan Purchases and Acquisitions Plan Contracting Request Seller Responses Select Sellers Contract Administration Contract Closure
- 15. Knowledge Area: Communications Management Initiating Process Group Process: Identify Stakeholders “ The process of identifying all people or organizations impacted by the project, and documenting relevant information regarding their interests, involvement, and impact on project success.” -PMBOK
- 16. Identify Stakeholders Inputs Project Charter Procurement Documents Enterprise Environmental Factors Organizational Process Assets
- 17. Inputs: Project Charter Utilize information provided in Charter about sponsors customers team members groups departments that are involved in project
- 18. Inputs: Procurement Documents If the project is: The result of a procurement activity Based on an established contract Parties to that contract are then key project stakeholders
- 19. Identify Stakeholders Tools and Techniques Stakeholder Analysis Expert Judgment
- 20. Tools and Techniques: Stakeholder Analysis Step 1: Identify all potential stakeholders Roles Departments Interests Knowledge levels Expectation Influence levels
- 21. Tools and Techniques: Stakeholder Analysis Step 2: Identify the potential impact or support; classify Power/interest grid Power/influence grid Influence/impact grid Salience model Level of authority – power Level of concern – interest Active involvement – influence Effect changes to planning/execution - impact
- 22. Example: Power/Interest Grid Keep Satisfied Manage Closely Monitor Keep Informed Power Interest High High Low Low
- 23. Identify Stakeholders Outputs Stakeholder Register Stakeholder Management Strategy
- 24. Outputs: Stakeholder Registry Identification Information Assessment Information Stakeholder Classification Internal/external Supporter/neutral/resistor, etc.
- 25. Outputs: Stakeholder Management Strategy Includes Key stakeholders Level of participation desired Stakeholder groups and management (as groups) Stakeholder Interest in Project Assessment of Impact Potential Strategies
- 26. Planning Process Group Initiating Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group Integration Management Develop Project Charter Develop Preliminary Project Scope Statement Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Integrated Change Control Close Project Scope Management Scope Planning Scope Definition Create WBS Scope Verification Scope Control Time Management Activity Definition Activity Sequencing Activity Resource Estimating Activity Duration Estimation Schedule Development Schedule Control Cost Management Cost Estimating Cost Budgeting Cost Control Quality Management Quality Planning Perform Quality Assurance Perform Quality Control Human Resource Management Human Resource Planning Acquire Project Team Develop Project Team Manage Project Team Communications Management Communications Planning Information Distribution Performance Reporting Manage Stakeholders Risk Management Risk Management Planning Risk Identification Qualitative Risk Analysis Quantitative Risk Analysis Risk Response Planning Risk Monitoring and Control Procurement Management Plan Purchases and Acquisitions Plan Contracting Request Seller Responses Select Sellers Contract Administration Contract Closure
- 27. Knowledge Area: Scope Management Process: Collect Requirements Planning Process Group “ Scope Planning – Collect Requirements is the process of defining stakeholders needs to meet the project objectives.” -PMBOK
- 28. Collect Requirements Inputs Project Charter Stakeholder Register
- 29. Collect Requirements Tools and Techniques Interviews Focus Groups Facilitated Workshops Group Creativity Technique Group Decision Making Techniques Questionnaires and Surveys Observations Prototypes
- 30. Collect Requirements Outputs Requirements Documentation Requirements Management Plan Requirements Traceability Matrix
- 31. Planning Process Group Initiating Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group Integration Management Develop Project Charter Develop Preliminary Project Scope Statement Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Integrated Change Control Close Project Scope Management Scope Planning Scope Definition Create WBS Scope Verification Scope Control Time Management Activity Definition Activity Sequencing Activity Resource Estimating Activity Duration Estimation Schedule Development Schedule Control Cost Management Cost Estimating Cost Budgeting Cost Control Quality Management Quality Planning Perform Quality Assurance Perform Quality Control Human Resource Management Human Resource Planning Acquire Project Team Develop Project Team Manage Project Team Communications Management Communications Planning Information Distribution Performance Reporting Manage Stakeholders Risk Management Risk Management Planning Risk Identification Qualitative Risk Analysis Quantitative Risk Analysis Risk Response Planning Risk Monitoring and Control Procurement Management Plan Purchases and Acquisitions Plan Contracting Request Seller Responses Select Sellers Contract Administration Contract Closure
- 32. Planning Process Group Initiating Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group Integration Management Develop Project Charter Develop Preliminary Project Scope Statement Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Integrated Change Control Close Project Scope Management Scope Planning Scope Definition Create WBS Scope Verification Scope Control Time Management Activity Definition Activity Sequencing Activity Resource Estimating Activity Duration Estimation Schedule Development Schedule Control Cost Management Cost Estimating Cost Budgeting Cost Control Quality Management Quality Planning Perform Quality Assurance Perform Quality Control Human Resource Management Human Resource Planning Acquire Project Team Develop Project Team Manage Project Team Communications Management Communications Planning Information Distribution Performance Reporting Manage Stakeholders Risk Management Risk Management Planning Risk Identification Qualitative Risk Analysis Quantitative Risk Analysis Risk Response Planning Risk Monitoring and Control Procurement Management Plan Purchases and Acquisitions Plan Contracting Request Seller Responses Select Sellers Contract Administration Contract Closure
- 33. Knowledge Area: Communications Management Process: Manage Stakeholder Expectations Monitoring & Controlling Process Group “ Manage Stakeholder Expectations – The process of communicating and working with stakeholders to meet their needs and addressing issues as they occur.” - PMBOK
- 34. Manage Stakeholder Expectations Actively managing expectations Addressing concerns that are not yet issues Clarifying and resolving issues that have been identified
- 35. Manage Stakeholder Expectations Inputs Stakeholder Register* Stakeholder Management Strategy* Project Management Plan* Issue Log Change Log Organizational Process Assets* *Already Discussed
- 36. Inputs: Issue Log Or Action Log Used to document monitor issues resolution Facilitates communication Ensures common understanding Owner assigned for each issue
- 37. Inputs: Change Log Document changes during project
- 38. Manage Stakeholder Expectations Tools and Techniques Communication Methods* Interpersonal Skills Management Skills *Already Discussed
- 39. Tools and Techniques: Interpersonal Skills Includes: Building Trust Resolving Conflict Active Listening Overcoming Resistance to Change
- 40. Tools and Techniques: Management Skills Includes: Presentation skills Negotiating Writing skills Public speaking
- 41. Manage Stakeholder Expectations Outputs Organizational Process Assets Updates* Change Requests* Project Management Plan Updates* Project Document Updates *Already Discussed
- 42. Outputs: Project Document Updates Stakeholder Management Strategy Stakeholder Register Issue Log
- 43. Planning Process Group Initiating Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group Integration Management Develop Project Charter Develop Preliminary Project Scope Statement Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Integrated Change Control Close Project Scope Management Scope Planning Scope Definition Create WBS Scope Verification Scope Control Time Management Activity Definition Activity Sequencing Activity Resource Estimating Activity Duration Estimation Schedule Development Schedule Control Cost Management Cost Estimating Cost Budgeting Cost Control Quality Management Quality Planning Perform Quality Assurance Perform Quality Control Human Resource Management Human Resource Planning Acquire Project Team Develop Project Team Manage Project Team Communications Management Communications Planning Information Distribution Performance Reporting Manage Stakeholders Risk Management Risk Management Planning Risk Identification Qualitative Risk Analysis Quantitative Risk Analysis Risk Response Planning Risk Monitoring and Control Procurement Management Plan Purchases and Acquisitions Plan Contracting Request Seller Responses Select Sellers Contract Administration Contract Closure
- 44. Planning Process Group Initiating Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group Integration Management Develop Project Charter Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Perform Integrated Change Control Close Project or Phase Scope Management Collect Requirements Define Scope Create WBS Verify Scope Control Scope Time Management Define Activities Sequence Activities Estimate Activity Resources Estimate Activity Durations Develop Schedule Control Schedule Cost Management Estimate Costs Determine Budget Control Costs Quality Management Plan Quality Perform Quality Assurance Perform Quality Control Human Resource Management Develop Human Resource Plan Acquire Project Team Develop Project Team Manage Project Team Communications Management Identify Stakeholders Plan Communications Distribute Information Manage Stakeholder Expectations Report Performance Risk Management Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Response Monitor and Control Risks Procurement Management Plan Procurements Conduct Procurements Administer Procurements Close Procurements
- 45. Project Management Plan / Project Documents Content of Old Project Management Plan 3 Baselines Subsidiary Management Plans And anything else you could think of Content of New Project Management Plan 3 Baselines Subsidiary Management Plans
- 46. And anything else … New category of input/output Project Document
- 47. The Three Baselines Scope Planning Scope Definition Create WBS Activity Definition Act. Res. Estimating Activity Duration Est. Activity Sequencing Schedule Develop. Cost Estimating Cost Budgeting*
- 48. The Three Baselines Collect Require. Define Scope Create WBS Define Activities Est. Activity Resources Est. Activity Durations Sequence Activities Develop Schedule Estimate Costs Determine Budget
- 49. Subsidiary Project Management Plans – The 9 Knowledge Areas Integration Management Scope Management Time Management Cost Management Quality Management Human Resource Management Communications Management Risk Management Procurement Management
- 50. Subsidiary Project Management Plans – The 9 Knowledge Areas Integration Management Scope Management Requirements Management Plan - NEW Time Management Cost Management Quality Management Human Resource Management Communications Management Risk Management Procurement Management
- 51. Subsidiary Project Management Plans – The 9 Knowledge Areas Integration Management Scope Management Time Management Schedule Management Plan Cost Management Quality Management Human Resource Management Communications Management Risk Management Procurement Management
- 52. Subsidiary Project Management Plans – The 9 Knowledge Areas Integration Management Scope Management Time Management Cost Management Cost Management Plan Quality Management Human Resource Management Communications Management Risk Management Procurement Management
- 53. Subsidiary Project Management Plans – The 9 Knowledge Areas Integration Management Scope Management Time Management Cost Management Quality Management Quality Management Plan Process Improvement Plan Human Resource Management Communications Management Risk Management Procurement Management
- 54. Subsidiary Project Management Plans – The 9 Knowledge Areas Integration Management Scope Management Time Management Cost Management Quality Management Human Resource Management Human Resource Plan - NEW Communications Management Risk Management Procurement Management
- 55. Subsidiary Project Management Plans – The 9 Knowledge Areas Integration Management Scope Management Time Management Cost Management Quality Management Human Resource Management Communications Management Communications Management Plan Risk Management Procurement Management
- 56. Subsidiary Project Management Plans – The 9 Knowledge Areas Integration Management Scope Management Time Management Cost Management Quality Management Human Resource Management Communications Management Risk Management Risk Management Plan Procurement Management
- 57. Subsidiary Project Management Plans – The 9 Knowledge Areas Integration Management Scope Management Time Management Cost Management Quality Management Human Resource Management Communications Management Risk Management Procurement Management Procurement Management Plan
- 58. Outputs: Project Charter Specifically: Project purpose or justification Project Objectives High Level Requirements High Level Project Description High Level Risks Summary Milestone Schedule Summary Budget Project Approval Requirements Assigned project manager, responsibility, authority Name and authority of the sponsor
- 59. Other Changes Process Flow Diagrams Logical Connections between Processes Interpersonal Skills
- 60. Miscellaneous Life Cycle Explanations New Organizational Structure
- 61. The Project Life Cycle All projects can be mapped to the following life cycle structure: Starting the Project Organizing and Preparing Carrying out the Project Work Closing the Project
- 62. Generic Life Cycle Structure Cost and staffing levels are low at the start, peak as the work is carried out, and drop rapidly as the project draws to a close Stakeholder influences, risk, and uncertainty are greatest at the start of the project and decrease over the life of the project Ability to influence the final characteristics of the project’s product without significantly impacting cost is highest at the start of the project and decreases as the project progresses
- 63. Product vs. Project Life Cycle Product life cycle consists generally of sequential and non-overlapping product phases The last Product Life Cycle phase is generally the product’s retirement Many possible relationships may exist to a project where the outcome of the project is a product
- 64. Composite Organization Involves all these structures at various levels Sometimes create a special project team to handle a critical project May have many characteristics of a projectized organization May include full-time staff from different functional departments May develop its own set of operating procedures May operate outside the standard, formalized reporting structure
- 65. Composite Organization Project A Coordination Project Members Project B Coordination
- 66. Planning Process Group Initiating Process Group Executing Process Group Monitoring & Controlling Process Group Closing Process Group Integration Management Develop Project Charter Develop Project Management Plan Direct and Manage Project Execution Monitor and Control Project Work Perform Integrated Change Control Close Project or Phase Scope Management Collect Requirements Define Scope Create WBS Verify Scope Control Scope Time Management Define Activities Sequence Activities Estimate Activity Resources Estimate Activity Durations Develop Schedule Control Schedule Cost Management Estimate Costs Determine Budget Control Costs Quality Management Plan Quality Perform Quality Assurance Perform Quality Control Human Resource Management Develop Human Resource Plan Acquire Project Team Develop Project Team Manage Project Team Communications Management Identify Stakeholders Plan Communications Distribute Information Manage Stakeholder Expectations Report Performance Risk Management Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Response Monitor and Control Risks Procurement Management Plan Procurements Conduct Procurements Administer Procurements Close Procurements