README

Introduction

This repo provides a simple reference / cheatsheet outline related to the field of Project Management (PM). I wanted a knowledge reference to jot down anything of interest related to PM. I ran with PMBOK® outline as it is an Approved American National Standard recognised internationally and a copy of the Fifth Edition was sitting on my bookshelf.

The PMBOK® or A Guide to the Project Management Body of Knowledge¹ lays out some guidelines for, you guess it, Project Management. Most companies these days have their own flavour of Project Management mythologies and are more or less an extension of the core processes outlined in this guide. I consider this guide as a good foundation to reference. I wanted layed it out so I could visually see the connections between the knowledge areas and process groups.

This is basically a template or cheatsheet of the processes, inputs and outputs in a text based flat structure of the process flow diagrams provided in the guide. With the text files, I use the Obsidian text editor, which provides a graph view all the interactions at a local level (page level) or as wide as the overall guide level (all pages). You can also toggle the depth of links if you are keen.

These files are plain text files so one can move them about easily and opened with any text editor on any operating system. This is important to me as I have had issues with other proprietary based systems which lock up my content and is a bugger to get out.

Process Page Setup

I set up each page with the following structure. H1 stands for heading 1 and so forth. The Data Flow Diagrams in the Guide run from left to right: Input Processes > Process > Output > Output Processes. Using a text file format, I had to rotate it 90° to run top-down.

H1 - Name of the Process

H2 - Inputs into the Process

First - List of input Processes within a Knowledge Area Second - List of input Processes outside of the knowledge area / External to the Process

H2 - Outputs

• Bullet point(s) of the outputs from the process.

First - List of output Processes connections within a Knowledge Area Second - List of output Processes connections outside of the knowledge area / External to the Process

Rest of the page blank for you to fill out.

What's New In 6th

I based this outline on the fifth edition, and PMI published the 6th edition in 2017. I think the same principles remain.

PMI provided this video update on What’s New in the PMBOK® Guide – Sixth Edition?

1. Introduction
2. Organisational Influences and Project Life Cycle
3. Project Management Processes
   • New content added to the first 3 sections.

• New Section
  • The Role of the Project Manager

4. Project Integration Management

   • New process: Manage Project Knowledge

5. Project Scope Management

   • Few changes.

6. Project Time Management

   • Renamed to Project Schedule Management

7. Project Cost Management

   • Nothing mentioned in the video.

8. Project Quality Management

   • Perform quality assurance replaced with Manage Quality

9. Project Human Resource Management

   • Renamed to Project Resource Management

10. Project Communications Management

    • Elaborated on the differences between communication and communications with an 's'

11. Project Risk Management

    • Added a new risk response called Escalate

12. Project Procurement Management

    • Makeover to cover international instead of North American based.
13. 13. Project Stakeholder Management
    • Changed Stakeholder Management to Stakeholder Engagement

Table 3–1 Project Management Process Group and Knowledge Area Mapping

Knowledge Areas	Initiating Process Group	Planning Process Group	Executing Process Group	Monitoring and Controlling Process Group	Closing Process Group
[[4 PROJECT INTEGRATION MANAGEMENT]]	[[4_1 Develop Project Charter]]	[[4_2 Develop Project Management Plan]]	[[4_3 Direct and Manage Project Work]]	[[4_4 Monitor and Control Project Work]] [[4_5 Perform Integrated Change Control]]	[[4_6 Close Project or Phase]]
[[5 PROJECT SCOPE MANAGEMENT]]	-	[[5_1 Plan Scope Management]] [[5_2 Collect Requirements]] [[5_3 Define Scope]] [[5_4 Create WBS]]	-	[[5_5 Validate Scope]] [[5_6 Control Scope]]	-
[[6 PROJECT TIME MANAGEMENT]]	-	[[6_1 Plan Schedule Management]] [[6_2 Define Activities]] [[6_3 Sequence Activities]] [[6_4 Estimate Activity Resources]] [[6_5 Estimate Activity Durations]] [[6_6 Develop Schedules]]	-	[[6_7 Control Schedule]]	-
[[7 PROJECT COST MANAGEMENT]]	-	[[7_1 Plan Cost Management]] [[7_2 Estimate Costs]] [[7_3 Determined Budget]]	-	[[7_4 Control Costs]]	-
[[8 PROJECT QUALITY MANAGEMENT]]	-	[[8_1 Plan Quality Management]]	[[8_2 Perform Quality Assurance]]	[[8_3 Control Quality]]	-
[[9 PROJECT HUMAN RESOURCE MANAGEMENT]]	-	[[9_1 Plan Human Resource Management]]	[[9_2 Acquire Project Team]] [[9_3 Develop Project Team]] [[9_4 Manage Project Team]]	-	-
[[10 PROJECT COMMUNICATIONS MANAGEMENT]]	-	[[10_1 Plan Communications Management]]	[[10_2 Manage Communications]]	[[10_3 Control Communications]]	-
[[11 PROJECT RISK MANAGEMENT]]	-	[[11_1 Plan Risk Management]] [[11_2 Identify Risks]] [[11_3 Perform Qualitative Risk Analysis]] [[11_4 Perform Quantitative Risk Analysis]] [[11_5 Plan Risk Responses]]	-	[[11_6 Control Risks]]	-
[[12 PROJECT PROCUREMENT MANAGEMENT]]	-	[[12_1 Plan Procurement Management]]	[[12_2 Conduct Procurements]]	[[12_3 Control Procurements]]	[[12_4 Close Procurements]]
[[13 PROJECT STAKEHOLDER MANAGEMENT]]	[[13_1 Identify Stakeholders]]	[[13_2 Plan Stakeholder Management]]	[[13_3 Manage Stakeholder Engagement]]	[[13_4 Control Stakeholder Engagement]]	-

Project Management Processes Listing

[[4 PROJECT INTEGRATION MANAGEMENT]]
[[4_1 Develop Project Charter]]
[[4_2 Develop Project Management Plan]]
[[4_3 Direct and Manage Project Work]]
[[4_4 Monitor and Control Project Work]]
[[4_5 Perform Integrated Change Control]]
[[4_6 Close Project or Phase]]

[[5 PROJECT SCOPE MANAGEMENT]]
[[5_1 Plan Scope Management]]
[[5_2 Collect Requirements]]
[[5_3 Define Scope]]
[[5_4 Create WBS]]
[[5_5 Validate Scope]]
[[5_6 Control Scope]]

[[6 PROJECT TIME MANAGEMENT]]
[[6_1 Plan Schedule Management]]
[[6_2 Define Activities]]
[[6_3 Sequence Activities]]
[[6_4 Estimate Activity Resources]]
[[6_5 Estimate Activity Durations]]
[[6_6 Develop Schedules]]
[[6_7 Control Schedule]]

[[7 PROJECT COST MANAGEMENT]]
[[7_1 Plan Cost Management]]
[[7_2 Estimate Costs]]
[[7_3 Determined Budget]]
[[7_4 Control Costs]]

[[8 PROJECT QUALITY MANAGEMENT]]
[[8_1 Plan Quality Management]]
[[8_2 Perform Quality Assurance]]
[[8_3 Control Quality]]

[[9 PROJECT HUMAN RESOURCE MANAGEMENT]]
[[9_1 Plan Human Resource Management]]
[[9_2 Acquire Project Team]]
[[9_3 Develop Project Team]]
[[9_4 Manage Project Team]]

[[10 PROJECT COMMUNICATIONS MANAGEMENT]]
[[10_1 Plan Communications Management]]
[[10_2 Manage Communications]]
[[10_3 Control Communications]]

[[11 PROJECT RISK MANAGEMENT]]
[[11_1 Plan Risk Management]]
[[11_2 Identify Risks]]
[[11_3 Perform Qualitative Risk Analysis]]
[[11_4 Perform Quantitative Risk Analysis]]
[[11_5 Plan Risk Responses]]
[[11_6 Control Risks]]

[[12 PROJECT PROCUREMENT MANAGEMENT]]
[[12_1 Plan Procurement Management]]
[[12_2 Conduct Procurements]]
[[12_3 Control Procurements]]
[[12_4 Close Procurements]]

[[13 PROJECT STAKEHOLDER MANAGEMENT]]
[[13_1 Identify Stakeholders]]
[[13_2 Plan Stakeholder Management]]
[[13_3 Manage Stakeholder Engagement]]
[[13_4 Control Stakeholder Engagement]]

Unique List of Outputs

Accepted deliverables
Activity attributes
Activity cost estimates
Activity duration estimates
Activity list
Activity resource requirements
Agreements
Approved change requests
Basis of estimates
Business case
Change log
Change requests
Closed procurements
Communications management plan
Cost baseline
Cost forecast
Cost management plan
Deliverables
Enterprise environmental factors
Enterprise environmental factors updates
Final product, service, or result transition
Human resource management plan
Issue log
Make-or-buy decisions
Milestone list
Organisational process assets
Organisational process assets updates
Outputs from other processes
Process improvement plan
Procurement documents
Procurement management plan
Procurement statement of work
Project calendars
Project communications
Project documents updates
Project funding requirements
Project management plan
Project management plan updates
Project schedule
Project schedule network diagrams
Project scope statement
Project staff assignments
Project statement of work
Quality checklists
Quality control measurements
Quality management plan
Quality metrics
Requirements documentation
Requirements management plan
Requirements traceability matrix
Resource breakdown structure
Resource calendars
Risk management plan
Risk register
Schedule baseline
Schedule data
Schedule forecast
Schedule management plan
Scope baseline
Scope management plan
Selected sellers
Source selection criteria
Stakeholder management plan
Stakeholder register
Team performance assessments
Validated changes
Verified deliverables
Work performance data
Work performance information
Work performance reports

Glossary of Outputs

Cost baseline The approved version of the time-phased project budget, excluding any management reserves, which can be changed only through formal change control procedures and is used as a basis for comparison to actual results.

Cost forecast No glossary term in PMBOK.

Cost management plan A component of a project or program management plan that describes how costs will be planned, structured, and controlled.

Closed procurements No glossary term in PMBOK.

Deliverables Any unique and verifiable product, result, or capability to perform a service that is required to be produced to complete a process, phase, or project.

Enterprise environmental factors Conditions, not under the immediate control of the team, that influence, constrain, or direct the project, program, or portfolio.

Human resource management plan A component of the project management plan that describes how the roles and responsibilities, reporting relationships, and staff management will be addressed and structured.

Issue log A project document used to document and monitor elements under discussions or in dispute between project stakeholders.

Make-or-buy decisions Decisions made regarding the external purchase or internal manufacture of a product.

Milestone list A list identifying all project milestones and normally indicate whether the milestone is mandatory or optional.

Organisational process assets Plans, processes, policies, procedures, and knowledge bases that are specific to and used by the performing organisation.

Organisational process assets updates Outputs from other processes

Process improvement plan A subsidiary plan of the project management plan. It details the steps for analysing processes to identify activities that enhance their value.

Procurement documents The documents utilised in bid and proposal activities, which include the buyers invitation for bid, invitation for negotiations, request for information, request for quotation, request for proposal, and sellers responses.

Procurement management plan A component of the project or program management plan that describes how the project team will acquire goods and services from outside the performing organisation.

Procurement statement of work Describes the procurement item insufficient detail to allow prospective sellers to determine if they're capable of providing the products, services, or results.

Project calendars A calendar that identifies working days and Schiff's that are available for scheduled activities.

Project communications (management) Project communications management includes the processes that are required to ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, monitoring, and the ultimate disposition of project information.

Project documents updates No glossary term in PMBOK.

Project funding requirements Forecast project costs to be paid that are derived in the cost baseline for total or periodic requirements, including projected expenditures plus anticipated liabilities.

Project management plan The document that describes how the project will be executed monitored and controlled.

Project schedule An output of a schedule model that presents linked activities with plan dates, durations, milestones, and resources.

Project schedule network diagrams A graphical representation of the logical relationships among the project schedule activities.

Project scope statement The description of the project scope, major deliverables, assumptions, and constraints.

Project staff assignments No glossary term in PMBOK.

Project statement of work And narrative description of products, services, or results to be delivered by the project.

Quality checklists Structured tool used to verify that a setup required steps has been performed.

Quality control measurements The documented results of control quality activities.

Quality management plan A component of the project or program management plan that describes how an organisation's quality policies will be implemented.

Quality metrics A description of a project or product attributes and how to measure it.

Requirements documentation A description of how individual requirements meet the business need for the project.

Requirements management plan A component of the project or program management plan that describes how requirements will be analysed, documented, and managed.

Requirements traceability matrix A grid that links product requirements from their origin to the deliverables that satisfy them.

Resource breakdown structure A hierarchical representation of resources by category and type.

Resource calendars The calendar that identifies the working days and shifts on which each specific resource is available.

Risk management plan A component of the project, program, or portfolio management plan that describes how rest management activities will be structured and perform.

Risk register A document in which the results of risk analysis and risk response planning are recorded.

Schedule baseline The approved version of a schedule model that has been changed only through formal change control procedures and is used as a basis for comparison to actual results.

Schedule data The collection of information for describing and controlling the schedule.

Schedule forecast Estimates or predictions of conditions and events in the project future based on information and knowledge available at the time the schedule is calculated.

Schedule management plan A component of the project management plan that establishes the criteria and the activities for developing, monitoring, and controlling the schedule.

Scope baseline The approved version of a scope statement, work breakdown structure (WBS), and its associated WBS dictionary, that can be changed only through formal change control procedures and is used as a basis for comparison.

Scope management plan A component of the project and program management plan that describes how the scope will be defined, develop, monitor, control, and verified.

Selected sellers The sellers which have been selected to provide a contracted set of services or products.

Source selection criteria A set of attributes desired by the buyer which is seller is required to meet or exceed to be selected for a contract.

Stakeholder management plan Is a subsidiary plan of the project management plan that defines the processes, procedures, tools, techniques to effectively engage stakeholders and project decisions and execution based on the analysis of the needs, interests, and potential impact.

Stakeholder register A project document including the identification, assessment, and classification of project stakeholders.

Team performance assessments No glossary term in PMBOK.

Validated changes No glossary term in PMBOK.

Verified deliverables Completed project deliverables that have been checked and confirm for correctness through the control quality process.

Work performance data The raw observations and measurements identified during activities being performed to carry out the project work.

Work performance information The performance data collected from various controlling processes, analysed in context and integrated based on relationships across areas.

Work performance reports The physical electronic representation of work performance information compiled on project documents, intended to generate decisions, actions, or awareness.

References

Footnotes

1. A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Fifth Edition. 2013 Project Management Institute ↩